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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2017-01-28
  • SC RA
    APPROVED
    Since 2017-01-28

Branch Locations

2000 Center Point Road Suite 2220, Columbia, SC 29210 • 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
Waddell & Reed, Inc Columbia SC 06/2015 10/2016
Various Insurance Carriers For W&R Insurance Agencies Elgin SC 10/2016 10/2016
Lpl Financial, Llc Columbia SC 11/2016 Present
Good Life Advisors, Llc Columbia SC 11/2016 Present
  • 06/2015 → 10/2016
    Waddell & Reed, Inc
    Columbia, SC
  • 10/2016 → 10/2016
    Various Insurance Carriers For W&R Insurance Agencies
    Elgin, SC
  • 11/2016 → Present
    Lpl Financial, Llc
    Columbia, SC
  • 11/2016 → Present
    Columbia, SC
Previous Registrations
  • 2016-08-09 → 2016-11-03
    Waddell & Reed
    Columbia, SC
Other Businesses

1.11/17/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Financial Management; Investment Related; at Reported Business Location(s); Start Date 10/24/2016; 160hrs/mth; 8hrs during trading 2.11/17/2016; Good Life Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/24/2016; 160hrs/mth; 8hrs during trading 3.11/23/2016; (hybrid) Good Life Advisors, LLC / Good Life Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 10/24/2016; 160hrs/mth; 8hrs during trading; I provide administrative support to Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in November 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. 4.11/23/2016; (hybrid) Cornerstone Financial Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/24/2016; 160hrs/mth; 8hrs during trading; 5.08/08/2017; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/20/2017; 1hrs/mth; 1hrs during trading 6.03/11/2022; The Cason Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/13/2022; 3hrs/mth; 3hrs during trading 7.08/06/2026; (Hybrid) Deaton Price; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 160hrs/mth; 160hrs during trading; 8.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Deaton Price; Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 0hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-01
S66 Uniform Combined State Law Examination 2016-03-30
  • S65 Uniform Investment Adviser Law Examination
    2016-08-01
  • S66 Uniform Combined State Law Examination
    2016-03-30

View on SEC IAPD

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