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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-08
SC RA APPROVED 2016-07-28
  • TX RA
    APPROVED_RES
    Since 2021-01-08
  • SC RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2010 → 04/2018
    Cope Baptist Church
    Cope, SC
  • 07/2016 → Present
    Lpl Financial, Llc
    Columbia, SC
  • 07/2016 → Present
    Columbia, SC
Previous Registrations
  • 1997-05-29 → 2016-08-06
    Waddell & Reed
    Orangeburg, SC
    Columbia, SC
    Orangeburg, SC
    Orangeburg, SC
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-11
S63 Uniform Securities Agent State Law Examination 1995-06-23
  • S65 Uniform Investment Adviser Law Examination
    1997-02-11
  • S63 Uniform Securities Agent State Law Examination
    1995-06-23
Other Names
  • Robert Templeton

View on SEC IAPD

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