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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-09-07
  • IL RA
    APPROVED
    Since 2021-09-07

Branch Locations

Nashville, TN • 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
Lpl Financial Llc Naperville IL 11/2014 Present
Level Four Advisory Services Naperville IL 11/2014 09/2021
Good Life Advisors, Llc Naperville PA 09/2021 Present
Previous Registrations
Other Businesses

1. 11/24/2014 - Allgood Financial - At Reported Business Location(s) - inv Rel 2. 03/26/2015 - Non-Variable Insurance - At Reported Business Location(s) - inv Rel - Start date: 03/27/2015 - 4 Hrs/Mth - 0 Hrs During Trading. 3. 4/7/2015: Non-Variable Insurance - At Reported Business Location(s) - Not inv Rel - Start date: 03/25/2015 - 2 Hrs/Mth - 0 Hrs During Trading. 4. 06/27/2016: Non-Variable Insurance - At Reported Business Location(s) - inv Rel - Start date: 06/15/2016 - 5 Hrs/Mth - 2 Hrs During Trading. 5. 06/27/2016: Cavalier Associates - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start date: 06/08/2016 - 5 Hrs/Mth - 2 Hrs During Trading. 6. 7/17/2017 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/28/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 7. 07/30/2019 - Non-Variable Insurance - Investment related - At reported business location(s) - start date:07/17/2019 - 5 hrs/mo - 2 hrs during trading. 8. 10/6/2020 - KAFL Insurance Resources - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/22/2020 - 2 Hours Per Month During Securities Trading - Write fixed insurance contracts in either Life, LTC or DI. 9. 12/16/2020 - Peak Performance Brokerage Services, Inc - Non-Variable Insurance- Investment Related - At Reported Business Location(s) - - Producer/Agent - Started 12/10/2020 - 2 Hours Per Month During Securities Trading. 10. 9/23/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location - Registered Investment Advisor Hybrid - IAR - Started 09/06/2021 - 160 Hours Per Month/6 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. 11. 04/01/2025 - New Investor World, LLC/NIW Companies, Inc. - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:03/27/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 12. 06/13/2025 - The Producers Network - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/08/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 13. 01/09/2026 - Vertical Vision - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/31/2025 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-09
S63 Uniform Securities Agent State Law Examination 1995-08-21
  • S66 Uniform Combined State Law Examination
    1999-10-09
  • S63 Uniform Securities Agent State Law Examination
    1995-08-21
Designations

View on SEC IAPD

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