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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-02-26 |
Branch Locations
100 Northpointe Circe, Seven Fields, PA 16046 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Seven Fields | PA | 07/2013 | Present |
| Good Life Advisors, Llc | Seven Fields | PA | 11/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-09 |
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