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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-05-09 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Columbia, SC • United States
1727 Hampton Street, Columbia, SC 29201 • United States
Cairo, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbia | SC | 05/2016 | Present |
| Good Life Advisors, Llc | Columbia | SC | 05/2016 | Present |
1. 05/10/2016 * Good Life Advisors * Registered Investment Advisor Hybrid * (HYBRID) Good Life Advisors * IAR * inv rel * at reported business location(s) * start 5/1/2016 * time spent 100% 2. 05/17/2016 * Modern Family Asset Management * Registered Investment Advisor DBA * (hybrid) Modern Family Asset Management * inv rel * at reported business location(s) * IARs associated with your RIA also securities-registered with LPL Financial? YES b. Is this RIA also a DBA of your LPL business? YES c. As a reminder, send the ADV Part 1, 2 and Client Agreement to Advisory Compliance if you haven¿t already done so. DONE * start 05/06/2016 * 160 hrs/mo during secs trdg hrs. 3. 05/19/2016 * Modern Family Asset Management * DBA for LPL Business (entity for LPL business) * inv rel * at reported business location(s) * a. Are there any other businesses or services advertised under this name other than your LPL Financial securities business? If yes, what are they? NO b. Does anyone other than LPL Financial registered associates have an interest in this name/entity? NO c. Is this name also a registered insurance agency? NO d. Is this name also a RIA? NO * start 05/06/2016 * 160 hrs/mo during secs trdg hrs. 4. 3/2/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2017 - 10 Hours Per Month During Securities Trading - Fixed insurance. 5. 12/11/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2020 - 10 Hours Per Month During Securities Trading. 6. 5/20/2021 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/10/2019 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-20 |
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