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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-02-26
  • PA RA
    APPROVED
    Since 2015-02-26

Branch Locations

100 Northpointe Circe, Seven Fields, PA 16046 • United States

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • 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 Seven Fields PA 07/2013 Present
Good Life Advisors, Llc Seven Fields PA 11/2014 Present
  • 07/2013 → Present
    Lpl Financial Llc
    Seven Fields, PA
  • 11/2014 → Present
    Seven Fields, PA
Other Businesses

1. 11/25/2014 - GOODLIFE FINANICAL GROUP, LLC/ DBA ONLY/ 100%/ SEVEN FIELDS, PA 2. 03/03/2015 - GOODLIFE ADVISORS LLC - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) GOODLIFE ADVISORS LLC - TIME SPENT 160 HOURS PER MONTH - SEVEN FIELDS, PA 3. 02/05/2016 * Good Life IA * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/02/2016 * 8 HRS/MO DURING SECS TRDG HRS. 4. 02/12/2016 * Seven Fields Wealth Management * DBA for LPL Business (entity for LPL business) * Seven Fields Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 08/01/2015 * 160 HRS/MO; 40 HRS/MO DURING SECS TRDG HRS. 5. 06/23/2016 * Seven Fields Wealth Management * Registered Investment Advisor DBA * (hybrid) Seven Fields Wealth Management * INV REL * 100 Northpointe Circle, Suite 301 Seven Fields, PA 16046 * IARs associated with your RIA also securities-registered with LPL Financial? YES b. Is this RIA also a DBA of your LPL business? YES c. As a reminder, send the ADV Part 1, 2 and Client Agreement to Advisory Compliance if you haven¿t already done so. -Done * START 08/24/2015 * 160 HRS/MO DURING SECS TRDG HRS. 6. 3/11/2019 - NSS Life Fraternal Order - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/19/2019 - 2 Hours Per Month During Securities Trading - Sell FA and Life Ins.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-09
  • S63 Uniform Securities Agent State Law Examination
    2008-02-09
Other Names
  • Sean Menzies

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