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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-06-01
  • PA RA
    APPROVED
    Since 2018-06-01

Branch Locations

1035 Boyce Road Suite 206, Pittsburgh, PA 15241 • United States

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Pittsburgh PA 01/2014 04/2018
Various Insurance Carriers For W&R Insurance Agencies Wheeling WV 01/2014 04/2018
Bni Networking Group Saxonburg PA 10/2016 09/2018
Bni Western Pennsylvania Pittsburgh PA 10/2016 Present
Lpl Financial Llc Pittsburgh PA 04/2018 Present
Good Life Advisors, Llc Pittsburgh PA 05/2018 Present
  • 01/2014 → 04/2018
    Waddell & Reed, Inc.
    Pittsburgh, PA
  • 01/2014 → 04/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Wheeling, WV
  • 10/2016 → 09/2018
    Bni Networking Group
    Saxonburg, PA
  • 10/2016 → Present
    Bni Western Pennsylvania
    Pittsburgh, PA
  • 04/2018 → Present
    Lpl Financial Llc
    Pittsburgh, PA
  • 05/2018 → Present
    Pittsburgh, PA
Previous Registrations
  • 2014-03-07 → 2018-05-31
    Waddell & Reed
    Pittsburgh, PA
  • 2006-10-13 → 2013-01-11
    Waddell & Reed
    Pittsburgh, PA
    Pittsburgh, PA
Other Businesses

1) 05/25/2018 - Grandview Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2018 - 160 hr/mth 2) 5/31/2018 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date:05/18/2018 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent: 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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) 10/31/2018 - Grandview Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/31/2018 - 140 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-12
S63 Uniform Securities Agent State Law Examination 2006-05-24
  • S65 Uniform Investment Adviser Law Examination
    2006-10-12
  • S63 Uniform Securities Agent State Law Examination
    2006-05-24
Other Names
  • Jose Pangilinan
  • Joe Pangilinan
  • Rizal T Pangilinan
  • Rizal Pangilinan
  • Rizal T Pangilinan
  • Jose Rizal Torres Pangilinan

View on SEC IAPD

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