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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-01 |
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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