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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-11 |
| MO | RA | APPROVED | 2017-12-18 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc | Independence | MO | 05/2011 | 09/2016 |
| Lpl Financial Llc | Kearney | MO | 09/2016 | Present |
| Good Life Advisors, Llc | Kearney | MO | 09/2016 | Present |
(1) 09/21/2016: Good Life Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 200 NE Missouri Rd Ste 281 Lee Summit, Missouri 64086 - Start 09/21/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent (2) 09/21/2016: Good Life Insurance - Non-Variable Insurance - Investment Related - 200 NE Missouri Rd Ste 281 Lee Summit, Missouri 64086 - Start 09/21/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - Life, Health, Disability, LTC, Fixed, Medicare Supplements. Set-up previously approved for office. (3) 09/22/2016: Good Life Advisors, LLC - Registered Investment Advisor Hybrid - DBA: (HYBRID) Good Life Advisors, LLC - Investment Related - 200 NE Missouri rd ste 281 Lees Summit, MO 64086 - Start 09/21/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 160 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. (4) 10/05/2016: Good Life Financial Advisors - Registered Investment Advisor DBA - DBA: (hybrid) Good Life Financial Advisors - Investment Related - 200 NE Missouri Rd, Suite 281, Lees Summit, MO 64086 - Start 09/21/2016 - 140 Hr/Mo; 140 Hour(s) During Securities Trading - All IARs are also securities-registered with LPL Financial. This DBA is also used for LPL business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-29 |
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