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CRD 171898
CELEBRATION, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-28 (filing); first seen by DFX 2026-09-15.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CONOR FRANCIS DELANEY | n/a | READING, PA | CELEBRATION, FL | 13 | 20 | 2 | yes |
| COURTNIE ELIZABETH GRAY | n/a | READING, PA | CELEBRATION, FL | WYOMISSING, PA | 13 | 18 | 1 | yes |
| KENNETH RAY CALCUTT | n/a | Columbia, SC | CELEBRATION, FL | 12 | 25 | 1 | yes |
| HOWARD LEE SHEAR | Chartered Financial Consultant | MONROEVILLE, PA | CELEBRATION, FL | 12 | 32 | 1 | yes |
| BRAD JOSEPH SCHNEIDER | n/a | Douglassville, PA | CELEBRATION, FL | 11 | 21 | 2 | yes |
| CHRISTOPHER ANTHONY RONDINELLI | Certified Financial Planner | SEVEN FIELDS, PA | CELEBRATION, FL | 11 | 17 | 2 | yes |
| NOAH HARRIS BROOKS | n/a | Reading, PA | CELEBRATION, FL | 11 | 27 | 2 | yes |
| PAUL EDWARD LEVY | n/a | CELEBRATION, FL | CENTENNIAL, CO | 11 | 27 | 2 | yes |
| ERIC DANIEL JANVIER | n/a | CELEBRATION, FL | MIDDLETOWN, DE | 11 | 31 | 2 | yes |
| SEAN RAILINGSHAFER MENZIES | n/a | SEVEN FIELDS, PA | CELEBRATION, FL | 11 | 18 | n/a | yes |
| JEFFREY ROBERT BENDIS | n/a | CELEBRATION, FL | SEVEN FIELDS, PA | 11 | 26 | 1 | yes |
| SAMUEL WILLIAM GAUDIO | n/a | SEVEN FIELDS, PA | CELEBRATION, FL | 11 | 16 | 1 | yes |
| JOAN ELAINE LYONS | Certified Financial Planner | Lewisburg, PA | CELEBRATION, FL | 11 | 30 | 1 | yes |
| MICHAEL P BARRETT | n/a | Lewisburg, PA | CELEBRATION, FL | 11 | 15 | 1 | yes |
| FRED STRAWBRIDGE CLAGHORN | Certified Financial Planner | CELEBRATION, FL | Mt. Pleasant, SC | 11 | 19 | 1 | yes |
| CELIA MAE SCOTT | Certified Financial Planner | Beaumont, TX | CELEBRATION, FL | 10 | 29 | 3 | yes |
| FRED MAXWELL QUATTLEBAUM | n/a | Columbia, SC | Cairo, MO | CELEBRATION, FL | 10 | 41 | 3 | yes |
| ROBERT GREGGORY TEMPLETON | n/a | Columbia, SC | CELEBRATION, FL | 10 | 31 | 1 | yes |
| WILLIS ROBERT DEATON | n/a | Columbia, SC | CELEBRATION, FL | 10 | 42 | 1 | yes |
| JONATHAN ANDREW HOFFMAN | n/a | Mt. Pleasant, SC | CELEBRATION, FL | 9 | 14 | 2 | yes |
| STEVEN RODNEY JONES | n/a | CELEBRATION, FL | Morehead City, NC | 9 | 15 | 2 | yes |
| FREDERICK DANIEL SHOWS | n/a | CELEBRATION, FL | Greenville, SC | 9 | 27 | 1 | yes |
| JASON THOMAS SINGLETON | n/a | Elkin, NC | CELEBRATION, FL | 9 | 22 | 1 | yes |
| ROBERT NEIL PRICE | n/a | CELEBRATION, FL | Columbia, SC | 9 | 11 | 1 | yes |
| JAMES YOUNGER BROWN | n/a | CELEBRATION, FL | Columbia, SC | 9 | 10 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BROOKS, NOAH, HARRIS | DIRECTOR OF INVESTMENTS | Na | yes | 01/2015 | Jul 6, 2026 | Jul 6, 2026 |
| DELANEY, CONOR, FRANCIS | CEO / CCO | Na | yes | 07/2014 | Jul 6, 2026 | Jul 6, 2026 |
| EVANS, LISA, ARMSTRONG | VICE PRESIDENT OF COMPLIANCE | Na | yes | 12/2023 | Jul 6, 2026 | Jul 6, 2026 |
| GOOD LIFE MANAGEMENT CO., LLC | Member | E | yes | 05/2014 | Jul 6, 2026 | Jul 6, 2026 |
| DELANEY, CONOR, FRANCIS | Owner | D | yes | 05/2014 | Jul 29, 2014 | Dec 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GLIA PROPERTY & CASUALTY, LLC | n/a | n/a | n/a | N | yes | n/a |
| GOOD LIFE IA, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Columbia | Sc | United States | 9 | yes |
| Bridgeville | Pa | United States | 6 | yes |
| Lisle | IL | United States | 5 | yes |
| SEVEN FIELDS | Pa | United States | 5 | yes |
| Denver | Pa | United States | 4 | yes |
| Southlake | TX | United States | 4 | yes |
| Centennial | Co | United States | 3 | yes |
| Eagle | Id | United States | 3 | yes |
| MOUNT PLEASANT | Sc | United States | 3 | yes |
| LAKEWOOD RANCH | FL | United States | 2 | yes |
| FUQUAY VARINA | Nc | United States | 2 | yes |
| MOREHEAD CITY | Nc | United States | 2 | yes |
| Liverpool | NY | United States | 2 | yes |
| Lewisburg | Pa | United States | 2 | yes |
| Monroeville | Pa | United States | 2 | yes |
| Greenville | Sc | United States | 2 | yes |
| Beaumont | TX | United States | 2 | yes |
| SUGAR LAND | TX | United States | 2 | yes |
| Alexandria | Va | United States | 2 | yes |
| Woodbridge | Va | United States | 2 | no |
| SAN DIEGO | CA | United States | 1 | yes |
| Hartford | Ct | United States | 1 | yes |
| Middletown | De | United States | 1 | yes |
| Celebration | FL | United States | 1 | yes |
| Clermont | FL | United States | 1 | yes |
| DELRAY BEACH | FL | United States | 1 | yes |
| Orlando | FL | United States | 1 | yes |
| Tampa | FL | United States | 1 | no |
| Bogart | Ga | United States | 1 | yes |
| Riverside | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $4.4B | $4.3B | 135 | 88 | 48 | n/a | n/a |
| 2024 | Apr 7, 2025 | $3.5B | $3.2B | 140 | 100 | 52 | n/a | n/a |
| 2023 | Mar 29, 2024 | $2.9B | $2.6B | 138 | 100 | 52 | n/a | n/a |
| 2022 | Mar 31, 2023 | $2.4B | $2.2B | 129 | 89 | 49 | n/a | n/a |
| 2021 | Mar 22, 2022 | $2.7B | $2.4B | 129 | 88 | 49 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.9B | $1.6B | 118 | 70 | 41 | n/a | n/a |
| 2019 | Mar 19, 2020 | $1.5B | $1.1B | 113 | 71 | 34 | n/a | n/a |
| 2018 | Mar 18, 2019 | $1.1B | $1.1B | 103 | 73 | 35 | n/a | n/a |
| 2017 | Mar 27, 2018 | $1.0B | $876M | 72 | 64 | 34 | n/a | n/a |
| 2016 | Mar 31, 2017 | $622M | $601M | 70 | 57 | n/a | n/a | n/a |
| 2015 | Mar 8, 2016 | $391M | $391M | 50 | 40 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $293M | $293M | 17 | 17 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 13 | -9 | 14.8% | 0 | 9 | 0 | 10 | 17 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.4B | $3.5B | 24.8% | $2.4B | 22.3% | 135 | 140 | 48 | 52 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CONVERGENCE FINANCIAL | 2 | Aug 28, 2026 | Sep 4, 2026 | CELEBRATION, FL | Team lift out | RIA to RIA | 2.2% |
| OSAIC WEALTH, INC. | 2 | Jul 17, 2026 | Jul 13, 2026 | CELEBRATION, FL | Team lift out | RIA to ibd | 2.1% |
| CONVERGENCE FINANCIAL | 2 | Nov 26, 2019 | Jun 5, 2019 | CELEBRATION, FL | Team lift out | RIA to RIA | 3.4% |
| COMMONWEALTH FINANCIAL NETWORK | 2 | Feb 26, 2018 | Feb 5, 2018 | LA MESA, CA | Team lift out | Other | 3.8% |
| PCG WEALTH MANAGEMENT | 2 | Jan 4, 2018 | Jan 9, 2018 | CELEBRATION, FL | Team lift out | Other | 3.6% |
| GLADSTONE WEALTH PARTNERS | 2 | Dec 23, 2015 | Dec 7, 2015 | ERIE, PA | Team lift out | Other | 7.4% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | 4 | Oct 7, 2021 | Sep 10, 2021 | LISLE, IL | Team lift out | Ibd to RIA | 6.6% |
| LEVEL FOUR ADVISORY SERVICES | 8 | Oct 7, 2021 | Oct 12, 2021 | SOUTHLAKE, TX | Team lift out | Ibd to RIA | 13.1% |
| INDEPENDENT FINANCIAL PARTNERS | 2 | Dec 26, 2018 | Nov 9, 2018 | LAKEWOOD RANCH, FL | Team lift out | Ibd to RIA | 0.6% |
| INDEPENDENT FINANCIAL PARTNERS | 2 | Dec 11, 2018 | Apr 12, 2021 | EAST SYRACUSE, NY | Team lift out | Ibd to RIA | 0.6% |
| WADDELL & REED | 3 | Dec 19, 2017 | Dec 13, 2017 | PITTSBURGH, PA | Team lift out | Other | 0.2% |
| WADDELL & REED | 2 | Dec 7, 2017 | Dec 15, 2017 | OAK BROOK TERRACE, IL | Team lift out | Other | 0.1% |
| PRIVATE ADVISOR GROUP, LLC | 2 | Mar 28, 2017 | Mar 3, 2017 | MORRISTOWN, NJ | Team lift out | Other | 0.5% |
| WADDELL & REED | 2 | Feb 1, 2017 | Jan 28, 2017 | SPARTANBURG, SC | Team lift out | Other | 0.1% |
| WADDELL & REED | 2 | Aug 6, 2016 | Aug 1, 2016 | ORANGEBURG, SC | Team lift out | Other | 0.1% |
| MSI FINANCIAL SERVICES, INC. | 2 | Jul 7, 2015 | Jun 30, 2015 | HUMMELS WHARF, PA | Team lift out | Other | 0.1% |