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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-22 |
Branch Locations
3515 Pelham Road, Suite 100, Greenville, SC 29615 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Charleston | SC | 07/2008 | 03/2021 |
| Mutual Of Omaha Insurance Company | Greenville | SC | 07/2014 | 06/2019 |
| Mutual Of Omaha Investor Services | Greenville | SC | 05/2018 | 06/2019 |
| Mass Mutual Life Insurance Company | Greenville | SC | 06/2019 | 03/2021 |
| Mml Investors Services, Llc | Greenville | SC | 06/2020 | 03/2021 |
| The Assurance Group | Charleston | SC | 01/2016 | 06/2017 |
| First Command Financial Planning | Fort Worth | TX | 04/2021 | 12/2022 |
| First Command Advisory Services | Fort Worth | TX | 04/2021 | 12/2022 |
| First Command Insurance Services | Fort Worth | TX | 04/2021 | 12/2022 |
| Oakwood Capital Securities, Inc. | Taylors | SC | 12/2022 | 06/2024 |
| Oakwood Capital, Inc. | Taylors | SC | 12/2022 | 06/2024 |
| Lpl Financial Llc | Simpsonville | SC | 06/2024 | Present |
| Good Life Advisors, Llc | Simpsonville | SC | 06/2024 | 01/2026 |
| Apollon Financial, Llc | Greenville | SC | 01/2026 | Present |
1) 06/14/2024 - Good Life Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/14/2024 - My Planning Pro - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/14/2024 - David G. Turner, MSF, CFP® - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 06/14/2024 - The Sullivan Agency - Non-Variable Insurance - SC 29687 - Investment related - 160 Hours per month - Start date: 01/01/2024. 5) 06/14/2024 - Brandon Vincent's Real Estate Rental - Real Estate Rental - Owner - SC 29301 - Investment related - 1 Hour per month - Start date: 08/01/2022. 6) 06/14/2024 - Vincent Enterprises LLC - Business Owner - SC 29681 - Non investment related - 0% Time spent - Start date: 06/01/2024. 7) 06/21/2024 - My Planning Pro, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ 8 Hours During Trading 8) 06/21/2024 - Good Life Financial Advisors - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ 8 Hours During Trading 9) 06/21/2024 - Good Life Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Good Life Advisors, an independent investment advisor firm. I started this business activity in 6/2024. 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. 10) 06/21/2024 - My Planning Pro Advisor Group - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ 8 Hours During Trading 11) 06/30/2026 - Apollon Financial LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 200 hours per month/ 180 hours during trading - I provide investment advisory services through Apollon Financial, an independent investment advisor firm. I started this business activity in 6/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-26 |
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