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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-29
IL RA APPROVED 2021-09-07
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • IL RA
    APPROVED
    Since 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

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 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
  • 05/2015 → Present
    Lpl Financial, Llc
    Lisle, IL
  • 05/2015 → 04/2020
    Opus Wealth Management Group
    Lisle, IL
  • 04/2020 → 09/2021
    Level Four Advisory Services, Llc
    Lisle, IL
  • 09/2021 → Present
    Reading, PA
Previous Registrations
  • 2020-04-03 → 2021-10-07
    Dallas, TX
    Lisle, IL
  • 2015-05-08 → 2020-04-08
    Opus Wealth Management Group
    Lisle, IL
    Lisle, IL
  • 1999-09-08 → 2015-05-12
    Msi Financial Services, Inc.
    Downers Grove, IL
    Downers Grove, IL
    Downer Grove, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-27
S63 Uniform Securities Agent State Law Examination 1991-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1991-10-21
Other Names
  • Jeff Grecu

View on SEC IAPD

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