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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 11/2018 | 09/2022 |
| Santander Securities, Llc | Dorchester | MA | 11/2018 | 09/2022 |
| Howells Industries | Wyomissing | PA | 03/2018 | Present |
| Paw Run Llc | Reading | PA | 10/2017 | 05/2018 |
| Cheney Hydroponics | Cheney | WA | 01/2016 | 12/2016 |
| Homemaker | Wyomissing | PA | 01/2017 | 09/2017 |
| Lpl Financial Llc | Mertztown | PA | 08/2022 | Present |
| Good Life Advisors, Llc | Reading | PA | 07/2024 | Present |
1) 10/28/2022 - Good Life Financial Advisors - DBA for LPL Business (entity for LPL business) - investment related - at reported branch location(s) - Start date: 09/12/2022 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/28/2022 - Howells Industries LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - 45 Highview Lane Mertztown, PA 19539 - Start date: 03/28/2018 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 11/02/2022 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - registered admin - Start Date - 09/12/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Good Life Financial Advisors, an independent investment advisor firm. I started this business activity in 9/2022. 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) 11/02/2022 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - registered admin - Start Date - 09/12/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 5) 12/04/2023 - Down Home Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Licensed Admin Assistant - Started: 1/31/2023 - 1 Hr/Mo During Trading Hours. 6) 07/11/2024 - FWC Financial - DBA for LPL Business (entity for LPL business) - Investment Related -At Reported Business Location(s) - Start Date 07/02/2024 - 10 Hours Per Month/ During Trading. 7) 09/24/2025 - Spitfire Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/17/2025 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-05 |
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