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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 | 2019-12-03 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
2000 Center Point Road Suite 2220, Columbia, SC 29210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbia | SC | 03/2019 | Present |
| Charleston Southern University | Charleston | SC | 08/2013 | 12/2017 |
| North Charleston Fire Department | North Charleston | SC | 03/2018 | 11/2018 |
| Cookout | North Charleston | SC | 01/2018 | 03/2018 |
| Ashley Oak Contracting | Hanahan | SC | 12/2018 | 04/2019 |
| Good Life Advisors, Llc | Columbia | SC | 11/2019 | Present |
1. 9/10/2019 - Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/22/2020 - Good LIfe Advisors, LLC - 'Cornerstone Financial Management - The Templeton Group' - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/03/2019 - 140 Hours Per Month/135 Hours During Securities Trading. 3. 1/22/2020 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/03/2019 - 140 Hours Per Month/135 Hours During Securities Trading - I provide investment advisory services through GoodLife Advisors, LLC , an independent investment advisor firm. I started this business activity in 12/2019. 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. 3/2/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/19/2020 - 40 Hours Per Month During Securities Trading. 5. 6/10/2020 - Door Dash - Not Investment Related - Chapin, SC - Outside/W-2 Employment - Door Dasher - Started 05/12/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Delivers food from a store to a person. 6. 07/05/2024 - R. Templeton, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 40 Hours Per Month/ During Trading 7. 07/05/2024 - Templeton Real Estate, LLC - Real Estate Rental - Investment Related - Chapin, South Carolina - Start Date 04/01/2024 - 20 Hours Per Month/ 0 Hours During Trading 8. 12/03/2024- Templeton Publications, LLC- Other - Book Writing- Not Investment Related - Home Based - Start Date 11/01/2024 - 1 Hour per month/ 0 hours during Trading 9. 11/18/2025 - Templeton Publications, LLC - Other - Podcast - Host - Investment Related - At Reported Business Location(s) - Start Date 11/20/2025 - 4 hours per month/ 0 hours during trading 10. 11/21/2025 - The Templeton Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 200 hours per month/ during trading 11. 06/15/2026 - The Cason Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-19 |
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