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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-12-13 |
Branch Locations
1035 Boyce Road Suite 206, Pittsburgh, PA 15241 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Mckeesport | PA | 06/2014 | 12/2017 |
| Waddell & Reed, Inc | Pittsburgh | PA | 06/2014 | 12/2017 |
| Great American Life | Mckeesport | PA | 06/2016 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Mckeesport | PA | 06/2016 | 12/2017 |
| Waddell & Reed, Inc | Pittsburgh | PA | 06/2016 | 12/2017 |
| Lpl Financial Llc | Pittsburgh | PA | 12/2017 | Present |
| Good Life Advisors, Llc | Pittsburgh | PA | 12/2017 | Present |
1. 12/13/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/1/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 12/13/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/1/2017 - 16 Hours Per Month/13 Hours During Securities Trading - Time Spent 10% - Life, Health, Disability, LTC, Fixed, Medicare Supplements and Final Expense. 3. 12/13/2017 - Great American Life - Investment Related - 301 E Fourth Street, Cincinnati, Ohio 45202 - Non-Variable Insurance Trails Only - Started 06/03/2016 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 4. 12/15/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/1/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Grandview Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 12/15/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/1/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 6/18/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 7/1/2020 - 1 Hours Per Month/1 Hours During Securities Trading. 7. 01/10/2022 - NSS Life (National Slovak Society) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/04/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 01/11/2022 - Grandview Wealth Management-The Curinga Bigger Team - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/04/2022 - 16 Hours Per Month/1 Hour During Securities Trading. 9. 03/17/22 - Grandview Wealth Management-The Curinga Bigger Team - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/04/2022 - 16 Hours Per Month/1 Hour During Securities Trading. 10. 03/05/2026 - The Estate of Roch and Kimberly Curinga - Act in a Fiduciary Capacity - Not Investment Related - Eighty Four, PA - Start Date 02/10/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-22 |
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