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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| SC | RA | APPROVED | 2020-06-24 |
Branch Locations
2000 Center Point Rd Suite 2220, Columbia, SC 29210 • United States
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 |
|---|---|---|---|---|
| Genoa Healthcare | Columbia | SC | 07/2011 | 12/2018 |
| Southern Health And Retirement Planning | Irmo | SC | 02/2014 | Present |
| Lpl Financial Llc | Columbia | SC | 02/2019 | Present |
| Good Life Advisors, Llc | Columbia | SC | 06/2020 | Present |
1. 8/14/19- Cornerstone Financial Management - DBA for LPL Business (entity for LPL business)- Inv. Related- Columbia, SC- 100% 2. 8/14/19- Southern Health & Retirement Planning- Non-Variable Insurance- Agent/Senior market manager- Inv. Related- Irmo, SC - 5-10hrs/mth 3. 7/2/2020 - Good LIfe Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/15/2020 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2020. 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. 7/2/2020 - Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/15/2020 - 160 Hours Per Month During Securities Trading. 5. 10/6/2020 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker Agent - Started 09/23/2020 - 2 Hours Per Month During Securities Trading. 6. 12/10/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/30/2020 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
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