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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-07
  • TX RA
    APPROVED
    Since 2021-09-07

Branch Locations

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

2535 E Southlake Blvd Suite 100, 76092, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Southlake TX 06/2014 Present
Level Four Advisory Services Southlake TX 03/2016 09/2021
Good Life Advisors, Llc Southlake TX 09/2021 Present
Previous Registrations
  • 2016-03-03 → 2021-10-07
    Southlake, TX
    Dallas, TX
    Southlake, TX
  • 2008-10-14 → 2014-06-20
    Vsr Financial Services, Inc.
    Overland Park, KS
    Worden, IL
    Southlake, TX
Other Businesses

1. 8/20/2018 - Virtus Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2018 - 160 Hours Per Month During Securities Trading. 2. 10/12/2021 - Good Life Advisors - DBA: (Hybrid) Virtus Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/07/2021 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's 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. 3. 12/10/2021 - Team Spence, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/04/2012 - 2 Hours Per Month/0 Hours During Securities Trading - 1099 income paid to Karen Spence by Virtus Wealth Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-13
  • S66 Uniform Combined State Law Examination
    2008-10-13
Other Names
  • Karen Elicia Morrison

View on SEC IAPD

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