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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-12-20
  • SC RA
    APPROVED
    Since 2023-12-20

Branch Locations

2000 Center Point Road Suite 2285, Columbia, SC 29210 • United States

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Columbia SC 08/2023 Present
Dealer Specialties Of South Carolina Orangeburg SC 12/2013 09/2023
Good Life Advisors, Llc Columbia SC 10/2023 Present
  • 08/2023 → Present
    Lpl Financial Llc
    Columbia, SC
  • 12/2013 → 09/2023
    Dealer Specialties Of South Carolina
    Orangeburg, SC
  • 10/2023 → Present
    Columbia, SC
Other Businesses

1) 2023-09-27 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Financial Management / Cornerstone Financial Management - The Templeton Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-09-20 - 150hrs/mth - 7hrs/mth during trading 2) 2023-09-27 - NA - Real Estate Rental - Y - 22810 S.C Hwy 121 Whitmire, SC 29178 - 2023-09-20 - hrs/mth - hrs/mth during trading 3) 2024-01-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Good Life Advisors - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2023-09-20 - 150hrs/mth - 7hrs/mth during trading 4) 2024-04-18 - Dealer Specialties of South Carolina - Outside/W-2 Employment - N - 2445 Slab Landing Road Orangeburg, SC 29115 - 2024-01-29 - 5hrs/mth - 0hrs/mth during trading 5) 2026-05-12 - New Horizons Insurance Marketing - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-11 - 2hrs/mth - 2hrs/mth during trading 6) 06/11/2026 - The Cason Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/09/2026 - 10 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20

View on SEC IAPD

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