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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-03-23 |
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 Bank Na | Morehead City | NC | 11/2011 | 03/2017 |
| Wells Fargo Advisors, Llc. | Morehead City | NC | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morehead City | NC | 11/2016 | 03/2017 |
| Lpl Financial, Llc | Morehead City | NC | 03/2017 | 01/2019 |
| Good Life Advisors, Llc | Morehead City | NC | 03/2017 | 01/2019 |
| Lpl Financial, Llc | Morehead City | NC | 01/2019 | Present |
| Good Life Advisors, Llc | Morehead City | NC | 01/2019 | Present |
1. 03/06/2017 - GOOD LIFE FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start 3/6/2017 - Time Spent 100%. 2. 03/06/2017 - No Business Name - Investment Related - GREENVILLE, NC - REAL ESTATE RENTAL - OWNER - Started 8/1/2008 - 0 Hours Per Month - Time Spent 0%. 3. 3/17/2017 - GOOD LIFE FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 3/6/2017 - 160 Hours Per Month - Time Spent 100%. 4. 3/17/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/6/2017 - 160 Hours Per Month - Time Spent 100% - I provide administrative support to GOOD LIFE ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 3/2017. 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. 5. 03/20/2019 - Good Life IA -Investment related - At reported business location(s) - start date:03/13/2017 - 30 hrs/mo - 20 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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