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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-25 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
145 S. Main Street Suite 200, Fuquay Varina, NC 27526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Holly Springs | NC | 11/2015 | 08/2022 |
| Raymond James Financial Services Advisors Inc. | Holly Springs | NC | 02/2016 | 08/2022 |
| Dishone | Fuquay-Varina | NC | 01/2016 | 10/2017 |
| Volpe Holdings Llc | Fuquay Varina | NC | 01/2018 | 12/2025 |
| Sterling Fox Financial | Holly Springs | NC | 01/2016 | 08/2022 |
| Volpe Holdings Llc | Fuquay Varina | NC | 01/2018 | 12/2025 |
| Lpl Financial, Llc | Fuquay Varina | NC | 08/2022 | Present |
1-08/2022 / Citadel Event and Co-Working / Real Estate Rental / Investment Related / 201 Main Street, Suite 201, Fuquay Varina, NC 27526 2- 08/2022 / Notary / Investment Related / Fuquay Varina, NC 3- 09/06/2022 - Citadel Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 10/9/2015 4- 09/06/2022 - Citadel Financial Planning - Investment Related - At Reported Business Location(s) - Start Date - 2022 5- 2/8/2023 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/25/2023 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 40 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. 6- 04/16/2024 - The Cason Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 3/1/2024 - 2 Hrs/Mo During Trading. 7- 01/30/2026 - MVP Rentals LLC - Real Estate Rental - Investment Related - Fuquay Varina, NC - Start Date 01/01/2026 - 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
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