Best Investors
Account
Sign in
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
Branch Locations
231 Salina Meadows Pkwy, Syracuse, NY 13212 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | East Syracuse | NY | 12/2010 | Present |
| Independent Financial Partners | East Syracuse | NY | 12/2010 | 11/2018 |
| Good Life Advisors, Llc | East Syracuse | NY | 12/2018 | Present |
1. 3/17/2016 - Independent Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 04/01/2016 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 12/19/2018 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/04/2018 - 100 Hours Per Month/10 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 12/2018. I expect to spend approximately 100 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. 3. 1/2/2019 - Good Life Advisors, LLC - DBA: (HYBRID) Independent Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/04/2018 - 160 Hours Per Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-01 |
Reach out to this advisor