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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-01-25
  • NC RA
    APPROVED
    Since 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

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
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
  • 11/2015 → 08/2022
    Raymond James Financial Services
    Holly Springs, NC
  • 02/2016 → 08/2022
    Holly Springs, NC
  • 01/2016 → 10/2017
    Dishone
    Fuquay-Varina, NC
  • 01/2018 → 12/2025
    Volpe Holdings Llc
    Fuquay Varina, NC
  • 01/2016 → 08/2022
    Sterling Fox Financial
    Holly Springs, NC
  • 01/2018 → 12/2025
    Volpe Holdings Llc
    Fuquay Varina, NC
  • 08/2022 → Present
    Lpl Financial, Llc
    Fuquay Varina, NC
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-11
  • S66 Uniform Combined State Law Examination
    2016-02-11
Designations

View on SEC IAPD

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