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Advisor at GOOD LIFE ADVISORS, LLC
READING, PA | CELEBRATION, FL | POTTSTOWN, PA
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 26, 2026 | n/a | yes | POTTSTOWN, PA|READING, PA | Current employment |
| GOOD LIFE ADVISORS, LLC | Independent wealth | Apr 19, 2022 | n/a | yes | CELEBRATION, FL | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Mar 21, 2017 | Jan 13, 2022 | no | BETHLEHEM, PA|NEW YORK, NY | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Sep 21, 2016 | Mar 3, 2017 | no | Plymouth Meeting, PA|POTTSTOWN, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 31, 2014 | Sep 21, 2016 | no | POTTSTOWN, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 7, 2013 | Feb 25, 2014 | no | CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | GOOD LIFE ADVISORS, LLC | Jan 13, 2022 | Apr 19, 2022 | 96 | Firm change | Ibd to RIA |
| KEY INVESTMENT SERVICES LLC | PARK AVENUE SECURITIES LLC | Mar 3, 2017 | Mar 21, 2017 | 18 | Firm change | Other |
| LPL FINANCIAL LLC | KEY INVESTMENT SERVICES LLC | Sep 21, 2016 | Sep 21, 2016 | 0 | Firm change | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Feb 25, 2014 | Mar 31, 2014 | 34 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:136300:PA:2016-09-21 | Sep 21, 2016 | Sep 21, 2016 | POTTSTOWN, PA | Firm change |