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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-08
  • NC RA
    APPROVED
    Since 2025-09-08

Branch Locations

145 S. Main Street Suite 200, Fuquay-Varina, NC 27526 • 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
Citadel Financial Planning Fuquay-Varina NC 03/2024 Present
Consolidated Planning Raleigh NC 10/2023 02/2024
Private Contract Cary NC 08/2020 07/2023
Syngenta Research Triangle Park NC 07/2017 04/2020
Advanced Animal Diagnostics Morrisville NC 03/2017 07/2017
Unc Chapel Hill Chapel Hill NC 08/2014 07/2016
Consolidated Planning Onboarding Cary NC 07/2023 10/2023
Self-Employed Cary NC 04/2020 07/2023
Graduated - Job Searching Chapel Hill NC 07/2016 03/2017
  • 03/2024 → Present
    Citadel Financial Planning
    Fuquay-Varina, NC
  • 10/2023 → 02/2024
    Consolidated Planning
    Raleigh, NC
  • 08/2020 → 07/2023
    Private Contract
    Cary, NC
  • 07/2017 → 04/2020
    Syngenta
    Research Triangle Park, NC
  • 03/2017 → 07/2017
    Advanced Animal Diagnostics
    Morrisville, NC
  • 08/2014 → 07/2016
    Unc Chapel Hill
    Chapel Hill, NC
  • 07/2023 → 10/2023
    Consolidated Planning Onboarding
    Cary, NC
  • 04/2020 → 07/2023
    Self-Employed
    Cary, NC
  • 07/2016 → 03/2017
    Graduated - Job Searching
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08

View on SEC IAPD

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