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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 2022-02-22
  • SC RA
    APPROVED
    Since 2022-02-22

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
University Of South Carolina Columbia SC 08/2007 04/2021
Cornerstone Financial Management Columbia SC 04/2021 02/2022
Lpl Financial Llc Columbia SC 04/2021 Present
Good Life Advisors, Llc Columbia SC 02/2022 Present
  • 08/2007 → 04/2021
    University Of South Carolina
    Columbia, SC
  • 04/2021 → 02/2022
    Cornerstone Financial Management
    Columbia, SC
  • 04/2021 → Present
    Lpl Financial Llc
    Columbia, SC
  • 02/2022 → Present
    Columbia, SC
Other Businesses

1. 09/23/2021 - Cornerstone Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2. 02/28/2022 - ESPN - Not Investment Related - 47 Faculty Road , Princeton, NJ 098540 - Outside/W-2 Employment - Color Analyst - Start Date - 02/23/2022 - 12 Hours Per Month/6 Hours During Securities Trading. 3. 04/21/2022 - Good Life Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/09/2022 - 140 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, an independent investment advisor firm. I started this business activity in 02/2022. I expect to spend approximately 140 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. 04/21/2022 - Good Life Advisors - DBA: (Hybrid) Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/09/2022 - 140 Hours Per Month/130 Hours During Securities Trading. 5. 04/25/2022 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/12/2022 - 140 Hours Per Month/130 Hours During Securities Trading. 6. 11/18/2022 - No Business Name - Not Investment Related - 10901 Wilson Blvd, Blythewood, SC 29016 - Other - Coaching - Swimming Coach- Blythewood High School - Start Date - 09/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading 7. 05/04/2023 - Gray Collegiate Academy - Not Investment Related - Columbia, SC - Outside/W-2 Employment - Start Date 08/01/2023 - 25 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-09
  • S66 Uniform Combined State Law Examination
    2022-02-09

View on SEC IAPD

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