Paul Edward Levy

Employer firm

Good Life Advisors, LLC CRD 171898

$4.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Lpl Financial, Llc
  Centennial, CO
• 02/2015 → Present
  Good Life Advisors, Llc
  Centennial, CO

Previous Registrations

• 2007-10-12 → 2015-02-13
  Ubs Financial Services Inc.
  Denver, CO
  Weehawken, NJ
  Denver, CO
  Denver, CO
• 1999-01-01 → 2007-10-17
  A. G. Edwards & Sons, Inc.
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

(1) 02/04/2015:RESOLUTE FAMILY WEALTH ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 6465 SO GREENWOOD PLAZA BLVD, SUITE 215, CENTENNIAL, CO 80111 - START 01/29/2015 - 50% OF TIME SPENT (2) 02/11/2015: GOOD LIFE ADVISORS, LLC - INV REL - 30 COMMERCE DR, WYOMISSING, PA 19610 - REGISTERED INVESTMENT ADVISOR HYBRID: GOOD LIFE ADVISORS, LLC - IAR (3) 02/11/2015: GOOD LIFE ADVISORS, LLC - INV REL - 6465 S GREENWOOD PLAZA BLVD, SUITE 215, CENTENNIAL, CO 80111 - REGISTERED INVESTMENT ADVISOR DBA: RESOLUTE FAMILY WEALTH ADVISORS - START 01/29/2015 - 50% OF TIME SPENT. (4) 2/5/2016: Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2016 - 8 Hours Per Month During Securities Trading. (5) 04/09/2025 - None - Investment Related - Real Estate Rental - None - Start Date: 04/11/2024 - Real estate rental - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-12

Other Names

• Paul Edward Levy