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RIA / WealthAdvisorCertified Financial Planner25 years in industry

LISA MARIE STROHM

Advisor at GOOD LIFE ADVISORS, LLC

APOLLO BEACH, FL | CELEBRATION, FL

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Search this name across graphsid dfx:ria:a406a8bb-672f-5650-500e-552c573bae52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOOD LIFE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 11, 2001
First registration: Aug 19, 2005
Dual registered: no
Other names: LISA MARIE CAPIROSE|LISA MARIE DESTEIN
IAPD individual key: 4330981

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOOD LIFE ADVISORS, LLC	Independent wealth	Dec 6, 2022	n/a	yes	CELEBRATION, FL\|APOLLO BEACH, FL	Current employment
AGILI, P.C.	Former SEC adviser	Jul 22, 2010	Dec 7, 2015	no	RICHMOND, VA\|BETHLEHEM, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	May 18, 2010	no	CONSHOHOCKEN, PA\|BETHLEHEM, PA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 19, 2005	Oct 23, 2009	no	BETHLEHEM, PA\|WEST CONSHOHOCKEN, PA\|BETHLEHEM, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AGILI, P.C.	GOOD LIFE ADVISORS, LLC	Dec 7, 2015	Dec 6, 2022	2,556	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AGILI, P.C.	May 18, 2010	Jul 22, 2010	65	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ GOOD LIFE ADVISORS, LLCRegistered adviserregistration: current employment
Dec 6, 2022 to presentfactForm ADV
→ AGILI, P.C.Registered adviserregistration: previous registration
Jul 22, 2010 to Dec 7, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to May 18, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2005 to Oct 23, 2009factForm ADV

Dated events

No dated event names this entity yet.