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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
231 Salina Meadows Pkwy, Syracuse, NY 13212 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | East Syracuse | NY | 12/2010 | Present |
| Independent Financial Partners | Syracuse | NY | 07/2014 | 11/2018 |
| Good Life Advisors, Llc | East Syracuse | NY | 12/2018 | Present |
1. 3/2/2016 - Independent Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2016 - 160 Hours Per Month During Securities Trading. 2. 12/19/2018 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/04/2018 - 10 Hours Per Month/5 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 12/2018. I expect to spend approximately 10 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. 3. 1/10/2019 - Good Life Advisors - DBA: (Hybrid) INDEPENDENT RETIREMENT PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/16/2010 - 600 Hours Per Month/6 Hours During Securities Trading. 4. 4/7/2021 - Gabrielle Chocolates and Ice Cream - Not Investment Related - 8240 Cazenovia Road Manlius, NY 13104 - Outside/W-2 Employment - Start Date: 1/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Ice Cream manufacturing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-11 |
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