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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| SC | RA | APPROVED | 2016-07-28 |
Branch Locations
2000 Center Point Road Suite 2220, Columbia, SC 29210 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cope Baptist Church | Cope | SC | 04/2010 | 04/2018 |
| Lpl Financial, Llc | Columbia | SC | 07/2016 | Present |
| Good Life Advisors, Llc | Columbia | SC | 07/2016 | Present |
(1) 07/25/2016: Cornerstone Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 07/01/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading; 100% Time Spent (2) 07/25/2016: The Pinehill Ramblers - Musician - Not Investment Related - Neeses, SC - Start 01/01/2006 - 4 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (3) 07/25/2016: The Times & Democrat - Author - Not Investment Related - Orangeburg, SC - Start 07/01/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (4) 07/28/2016: Good Life Advisors - Registered Investment Advisor Hybrid - DBA: (HYBRID) Good Life Advisors - Investment Related - 30 Commerce Drive - Start 07/01/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading; 100% Time Spent - IAR (5) 09/07/2016: Cornerstone Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - 2000 Center Point Road, Suite 2220, Columbia, SC 29210 - Start 07/28/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading (6) 3/2/2017: Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. (7) 8/8/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/22/2017 - 1 Hour Per Month During Securities Trading. (8) 4/29/2019 - Cornerstone Financial Management - The Templeton Group - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date: 05/01/2019 - 160 Hours Per Month/140 Hours During Securities Trading. (9) 5/9/2019 - Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/28/2016 - 160 Hours Per Month During Securities Trading. (10) 5/15/2019 - Cornerstone Financial Management - The Templeton Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2019 - 160 Hours Per Month/140 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 5/1/2019. 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) 3/25/2021 - Neeses Baptist Church - Not Investment Related - Neeses, SC - Other-Pastor- Start Date: 9/30/2018 - 40 Hours Per Month/4 Hours During Securities Trading (12) 12/04/2024- Templeton Publications, LLC - Other - Book Writing - Chapin, SC - Not Investment Related - Start Date 11/01/2024 - 1 hour per month/ 0 hours during trading (13) 11/18/2025 - The Templeton Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 200 hours per month/ during trading (14) 11/18/2025 - CNS Cares - Other - Home Health Aide - Not Investment Related - Home Based - Start Date 11/17/2025 - 160 hours per month/ 0 hours during trading (15) 6/15/2026- The Cason Group- Non-Variable Insurance- INV REL- At Reported Business Location(s)- Start 1/1/2026- 15 hrs a month/ 5 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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