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Advisor at GOOD LIFE ADVISORS, LLC
CELEBRATION, FL | Lakewood Ranch, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | Independent wealth | Nov 9, 2018 | n/a | yes | Lakewood Ranch, FL|CELEBRATION, FL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jun 20, 2011 | Dec 26, 2018 | no | LAKEWOOD RANCH, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 17, 2000 | Feb 18, 2009 | no | SARASOTA, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | GOOD LIFE ADVISORS, LLC | Dec 26, 2018 | Nov 9, 2018 | -47 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INDEPENDENT FINANCIAL PARTNERS | Feb 18, 2009 | Jun 20, 2011 | 852 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:171898:FL:2018-12-26 | Dec 26, 2018 | Nov 9, 2018 | LAKEWOOD RANCH, FL | Firm change after gap |