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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-28 |
| PA | RA | APPROVED | 2014-08-15 |
Branch Locations
3824 Northern Pike Suite 975, Monroeville, PA 15146 • 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 | Monroeville | PA | 08/2014 | Present |
| Good Life Advisors, Llc | Monroeville | PA | 08/2014 | Present |
1.02/05/2016; Good Life IA; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/02/2016; 8hrs/mth; 8hrs during trading 2.12/08/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Shear Capital Group,LLC Financial Planning and Wea; Investment Related; at Reported Business Location(s); Start Date 12/31/2016; 160hrs/mth; 160hrs during trading 3.08/21/2023; Shear Capital Group, LLC Financial Planning and Wealth Mgt. Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/01/1982; 20hrs/mth; 20hrs during trading 4.08/23/2023; (Hybrid) Good Life Advisors, LLC / Good Life Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/14/2014; 160hrs/mth; 7hrs during trading; I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2014. 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. 5.08/28/2026; Shear Capital Group, LLC Financial Planning and We; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 12/31/2016; 160hrs/mth; 160hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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