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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_RES 2016-04-21
PA RA APPROVED 2015-06-30
  • TX RA
    APPROVED_RES
    Since 2016-04-21
  • PA RA
    APPROVED
    Since 2015-06-30

Branch Locations

776 Bull Run Crossing Suite 100, Lewisburg, PA 17837 • 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 Lewisburg PA 06/2015 Present
Good Life Advisors, Llc Lewisburg PA 06/2015 Present
Previous Registrations
  • 2013-05-06 → 2015-07-07
    Msi Financial Services, Inc.
    Hummels Wharf, PA
Other Businesses

1. 06/30/2015: GENERATIONS ASSET MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT 2. 07/01/2015: GOOD LIFE ADVISORS, LLC - INV REL - 30 COMMERCE DR., WYOMISSING, PA 19610 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) GOOD LIFE ADVISORS, LLC - START 07/01/2015 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE 3. GENERATIONS ASSET MANAGEMENT - REGISTERED INVESTMENT ADVISOR DBA- INV REL. AT REPORTED BUSIENSS LOCATION - PROVIDE INVESTMENT ADVISORY SERVICES AND FINANCIAL PLANNING FOR A FEE - START 07/01/2015 - 100% TIME SPENT. 4. 02/22/2016 - Good Life IA - INV REL - 776 Bull Run Crossing, Suite 100 Lewisburg, PA 17837-6418 - Non-Variable Insurance - START 02/02/2016 - 8 HOURS PER MONTH DURING TRADING - agent. 5. 1/20/2017 - R & B Insurance Services, LLC (contracted with All State) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/04/2017 - 1 Hour Per Month During Securities Trading - Fixed insurance. 6. 12/20/2018 - Generations Asset Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 7) 03/12/2025 - Generations Asset Management of Lock Haven, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/10/2025 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-27
S63 Uniform Securities Agent State Law Examination 2011-09-12
  • S65 Uniform Investment Adviser Law Examination
    2012-11-27
  • S63 Uniform Securities Agent State Law Examination
    2011-09-12
Other Names
  • Mike Barrett

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