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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-28 |
| SC | RA | APPROVED | 2014-08-13 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
2000 Center Point Road Suite 2220, Columbia, SC 29210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsi Bottling Group | Columbia | SC | 05/2001 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Columbia | SC | 04/2004 | Present |
| Palmetto Half Marathon (Ntbc) | Columbia | SC | 04/2010 | Present |
| Lpl Financial, Llc | Columbia | SC | 07/2014 | Present |
| Good Life Advisors, Llc | Columbia | SC | 08/2014 | Present |
1. 08/01/2014 - CORNERSTONE FINANCIAL MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ TIME SPENT 100%/ COLUMBIA, SC. INV REL. 2. 9/15/2014: REGISTERED INVESTMENT ADVISOR DBA - CORNERSTONE FINANCIAL MANAGEMENT - HYBRID - TIME SPENT 100% - COLUMBIA, SC. -INV REL. PROVIDE INVESTMENT ADVISORY SERVICES AND FINANCIAL PLANNING FOR A FEE. 3. 9/15/2014: REGISTERED INVESTMENT ADVISOR - GOOD LIFE ADVISORS, LLC - WYOMISSING, PA.INV REL. CHARGE WRAP FEES AND PROVIDE FINANCIAL PLANNING FOR A FEE. 4. 11/29/2016: The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2016 - 10 Hours Per Month During Securities Trading. 5. 3/2/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2017 - 5 Hours Per Month During Securities Trading. 6. 02/12/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 02/19/2018 - 1 Hours Per Month/0 During Securities Trading. 7. 3/29/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/19/2018 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-05 |
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