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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenville | SC | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 06/2019 |
| Lpl Financial, Llc | Greenville | SC | 06/2019 | Present |
1. 6/25/2019 - GOOD LIFE FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 6/28/2019 - Time Spent 100%. 2. 3/15/2021 - GoodLifeGreenville - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 08/10/2020 - 3 Hours Per Month During Securities Trading. 3) 06/18/2025 - AOCP - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/29/2025 - 10 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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