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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-11-21 |
Branch Locations
405 Evans Street Suite A, Morehead City, NC 28557 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Raleigh | NC | 06/2014 | 09/2016 |
| Lpl Financial, Llc | Morehead City | NC | 10/2016 | Present |
| Good Life Advisors, Llc | Morehead City | NC | 10/2016 | Present |
1. 10/31/2016: Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2016 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 10/31/2016: Good Life IA - - Non-Variable Insurance - Started 11/1/2016 - 8 Hours Per Month/8 Hours During Securities Trading - Time Spent 20% - Life, Health, Disability, LTC, Fixed, Medicare Supplements and Final Expense. 3. 1/18/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/01/2016 - 160 Hours Per Month During Securities Trading. 4. 1/18/2017 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors LLC, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 5. 6/12/2017 - Blue Water Wealth, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/08/2017 - 5 Hours Per Month/2 Hours During Securities Trading - Fixed insurance. 6. 6/12/2017 - Blue Water Wealth, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Started 06/08/2017 - 6 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-06 |
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