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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
2535 E Southlake Blvd Suite 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Southlake | TX | 07/2015 | Present |
| Level Four Advisory Services | Southlake | TX | 07/2015 | 10/2021 |
| Good Life Advisors, Llc | Southlake | TX | 09/2021 | Present |
1. 7/16/2015 - Level Four Insurance Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/15/2015 - Time Spent 1%. 2. 8/10/2018 - Virtus Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2018 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 9/30/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 20 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 9/2021. I expect to spend approximately 20 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-28 |
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