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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-27 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
3001 Monroe Highway Suite 200A, Bogart, GA 30622 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bogart | GA | 08/2011 | Present |
| Independent Financial Partners | Bogart | GA | 08/2011 | 05/2019 |
| Private Advisor Group, Llc | Bogart | GA | 05/2019 | Present |
| Good Life Advisors, Llc | Reading | PA | 01/2022 | Present |
1. 8/22/2011 - LORD INVESTMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/20/2014 - J.E. LORD PROPERTIES - Investment Related - 3001 Monroe Highway Suite 200A Watkinsville, GA 30677; and Monroe, GA 30655 - REAL ESTATE RENTAL - TIME SPENT 1% - 1 SINGLE FAMILY HOME (RESIDENTIAL) AND UP TO 3 INDIVIDUAL OFFICES IN MY COMMERCIAL OFFICE BUILDING. NONE OF THE RENTERS ARE CLIENTS OR ADVISORS OF ANOTHER B/D OR RIA AT THIS TIME. 3. 1/26/2022 GOOD LIFE ADVISORS, LLC - Registered Investment Advisor, HYBRID - Investment Related - At Reported Business Location - IAR - 100% time spent, provide investment advisor and financial planning for a fee 4. Lord Investment Group, LLC - DBA for RIA Business, IAR, Investment Related- At Reported Business Location, 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-24 |
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