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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-26 |
| PA | RA | APPROVED | 2017-03-03 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
300 E Philadelphia Ave, Boyertown, PA 19512 • United States
6 Jason Avenue, Denver, PA 17517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wyomissing | PA | 12/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2014 | 03/2017 |
| Good Life Advisors, Llc | Reading | PA | 03/2017 | Present |
1. 12/05/2014 - BLACK DIAMOND FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 1/13/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/04/2017 - 3 Hours Per Month During Securities Trading. 3. 3/29/2017 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/03/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through 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 firms 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. 4. 4/5/2017 - Black Diamond Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/03/2017 - 160 Hours Per Month During Securities Trading. 5. 8/2/2018 - Gene Levengood Financial Planning LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:12/30/2016 - 160 Hours Per Month/150 Hours During Trading - Business Entity For Tax/Investment Purposes Only - Gene Levengood Financial Planning LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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