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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-14 |
Branch Locations
Coral Springs, FL • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-14 |
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