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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-14
  • FL RA
    APPROVED
    Since 2022-03-14

Branch Locations

Coral Springs, FL • 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
Wells Fargo Advisors Llc Raleigh NC 02/2014 11/2016
Wells Fargo Clearing Services, Llc Raleigh NC 11/2016 02/2022
Lpl Financial Llc Coral Springs FL 02/2022 Present
Good Life Advisors, Llc Coral Springs FL 02/2022 Present
Previous Registrations
Other Businesses

1) 2/2022- PARADISE PROPERTIES AND DEVELOPMENT, LLC-Real Estate Rental- member/co-owner- inv. related- Coral Springs, FL 2) 2/2022- Umbrella Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Coral Springs, FL 3) 03/16/2022 - Good Life Advisors - DBA: Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Financial Advisor - Start Date - 02/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4) 03/16/2022 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Advisor - Start Date - 02/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2022. 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. 5) 09/20/2023 - Good Life IA, LLC - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/02/2022 - 10 Hours Per Month/ 10 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-03
S63 Uniform Securities Agent State Law Examination 2011-12-14
  • S65 Uniform Investment Adviser Law Examination
    2013-12-03
  • S63 Uniform Securities Agent State Law Examination
    2011-12-14
Other Names
  • Maxwell Demeritte
  • Max Demeritte

View on SEC IAPD

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