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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-04-10 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
101 North Main Street Suite 805, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Good Life Greenville | Greenville | SC | 07/2019 | Present |
| Wells Fargo | Washington | DC | 03/2019 | 07/2019 |
| Wells Fargo | Rock Hill | SC | 08/2018 | 03/2019 |
| Wells Fargo | Greenville | SC | 06/2016 | 08/2018 |
| Clemson University | Clemson | SC | 08/2014 | 05/2018 |
| Lpl Financial, Llc | Greenville | SC | 07/2019 | Present |
| Good Life Advisors, Llc | Greenville | SC | 09/2021 | Present |
1. 9/9/2021 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/15/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 09/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. 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. 3. 9/15/2021 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 09/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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