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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-24 |
Branch Locations
2000 Center Point Rd Suite 2220, Columbia, SC 29210 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Management | Columbia | SC | 02/2025 | Present |
| University Of South Carolina | Columbia | SC | 06/2020 | 02/2025 |
| Gray Collegiate Academy | West Columbia | SC | 05/2019 | 06/2020 |
| Northside Christian Academy | Lexington | SC | 01/2015 | 05/2019 |
| Lpl Financial Llc | Columbia | SC | 02/2025 | Present |
| Good Life Advisors, Llc | Columbia | SC | 06/2025 | Present |
1 - 03/12/2025 - Cornerstone Financial Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 6 Hours During Trading - At reported business location(s). 2. 03/19/2025 - Good Life Advisors, LLC - Registered Investment Advisor Hybrid - Inv Related - At reported business location(s). - Start Date : 02/12/2025 160 Hours/Month - 0 Hours During Trading I provide administrative support to Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2025. 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. 03/19/2025 - Hybrid-Cornerstone Financial Management - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start date: 02/12/2025 - 160 Hours/Month - 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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