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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| IL | RA | APPROVED | 2021-09-07 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
1011 Warrenville Road Suite 155, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lisle | IL | 05/2015 | Present |
| Opus Wealth Management Group | Lisle | IL | 05/2015 | 04/2020 |
| Level Four Advisory Services, Llc | Lisle | IL | 04/2020 | 09/2021 |
| Good Life Advisors, Llc | Reading | PA | 09/2021 | Present |
1. 05/08/2015 - NON-VARIABLE INSURANCE - 50% - LISLE, IL 2. 05/08/2015 - OPUS WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 50% - LISLE, IL 3. 04/25/2016 * J.A.G. Planning and Investments LLC * Business Entity For Tax/Investment Purposes Only * INV REL * AT REPORTED BUSINESSLOCATION(S) * START 01/25/2016 * RIA and Broker Dealer Payments go into my LLC for tax purposes. 4. 9/23/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 120 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 09/2021. I expect to spend approximately 120 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 | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-21 |
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