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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-03-10 |
Branch Locations
439 East Shore Drive Suite 250, Eagle, ID 83616 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2011 | 03/2023 |
| Rocky Mountain Wealth Management Llc | Boise | ID | 03/2011 | 03/2023 |
| Lpl Financial Llc | Eagle | ID | 03/2023 | Present |
| Good Life Advisors, Llc | Reading | PA | 03/2023 | Present |
1) 02/21/2023 - Rocky Mountain Wealth Management, LLC. - Business Entity For Tax/Investment Purposes Only - 702 W. Idaho St. Suite 1100 - Non investment related - 1 Hour per month - Start date: 11/05/2010. 2) 02/21/2023 - Summit Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 3/17/2023 - Good Life Advisors, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 02/08/2023 - 160 Hours Per Month/8 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 2/2023. 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. 4) 3/17/2023 - Summit Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 02/08/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 5) 10/01/2024 - Good life insurance associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/11/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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