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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-07 |
Branch Locations
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 | Naperville | IL | 11/2014 | Present |
| Level Four Advisory Services | Naperville | IL | 11/2014 | 09/2021 |
| Good Life Advisors, Llc | Naperville | PA | 09/2021 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-21 |
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