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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-29
SC RA APPROVED 2020-06-24
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • SC RA
    APPROVED
    Since 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

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
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
  • 07/2011 → 12/2018
    Genoa Healthcare
    Columbia, SC
  • 02/2014 → Present
    Southern Health And Retirement Planning
    Irmo, SC
  • 02/2019 → Present
    Lpl Financial Llc
    Columbia, SC
  • 06/2020 → Present
    Columbia, SC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-15
  • S66 Uniform Combined State Law Examination
    2020-06-15

View on SEC IAPD

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