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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
2535 E Southlake Blvd Suite 100, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Southlake | TX | 06/2014 | Present |
| Level Four Advisory Services | Southlake | TX | 06/2014 | 09/2021 |
| Good Life Advisors, Llc | Southlake | TX | 09/2021 | Present |
1) 06/20/2014: Virtus Inc. - Business Entity For Tax/Investment Purposes Only - Inv Related 2) 06/20/2014: Virtus Wealth Management - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - 0 Hrs/Mth - 0 Hrs During Trading. 3) 06/20/2014: Level Four Advisory Services, LLC - At Reported Business Location(s) - Non-Variable Insurance - Inv Reltd 4) 10/11/2021 - Various carriers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/01/2014 - 10 Hours Per Month/5 Hours During Securities Trading. 5) 10/12/2021 - Virtus Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/03/2021 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. 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. 6) 04/03/2024 - Virtus Tax Strategies, LLC - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 12/01/2016 - 8 Hours Per Month/ 0 Hours During Trading 7) 06/12/2025 - Investment Related - Cabo San Lucas - Real Estate Rental - Start Date:11/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-22 |
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