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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 2019-12-03
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • SC RA
    APPROVED
    Since 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

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
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
  • 03/2019 → Present
    Lpl Financial Llc
    Columbia, SC
  • 08/2013 → 12/2017
    Charleston Southern University
    Charleston, SC
  • 03/2018 → 11/2018
    North Charleston Fire Department
    North Charleston, SC
  • 01/2018 → 03/2018
    Cookout
    North Charleston, SC
  • 12/2018 → 04/2019
    Ashley Oak Contracting
    Hanahan, SC
  • 11/2019 → Present
    Columbia, SC
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-19
  • S66 Uniform Combined State Law Examination
    2019-11-19

View on SEC IAPD

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