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498 Wando Park Blvd Suite 600, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-08-07 |
| NY | RA | APPROVED | 2021-03-20 |
Branch Locations
498 Wando Park Blvd Suite 600, Mt. Pleasant, SC 29464 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-07-25 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Mt Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Good Life Advisors, Llc | Pittsford | NY | 12/2014 | 08/2022 |
| Lpl Financial, Llc | Pittsford | NY | 12/2014 | Present |
| Cross Roads Divorce Advisors, Llc | Mount Pleasant | SC | 12/2015 | Present |
| Good Life Advisors, Llc | Mount Pleasant | SC | 08/2022 | Present |
(1) 12/30/2014: Cross Roads Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/18/2014. (2) 2/11/2015: Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR. (3) 12/21/2015: Cross Roads Divorce Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/01/2016 - 20 Hours Per Month/3 Hours During Securities Trading - Time Spent 50%. (4) 2/22/2016: Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2016 - 8 Hours Per Month During Securities Trading - Agent. (5) 1/6/2020 - Goodlife IA - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 12/19/2019 - 10 Hours Per Month During Securities Trading. (6) 5/27/2021 - Cross Roads Divorce Advisors, LLC - DBA: (FP) Cross Roads Divorce Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 12/21/2015 - 10 Hours Per Month/2 Hours During Securities Trading - I provide financial planning and consulting services through Cross Roads Divorce Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2015. I expect to spend approximately 10 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 advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-04 |
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