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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-24 |
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