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Advisor at GOOD LIFE ADVISORS, LLC
MT. PLEASANT, SC | CELEBRATION, FL | Mt Pleasant, SC
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 | Jul 25, 2022 | n/a | yes | CELEBRATION, FL|Mt Pleasant, SC | Current employment |
| CROSS ROADS DIVORCE ADVISORS | State registered | Mar 20, 2021 | n/a | yes | MT. PLEASANT, SC | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 11, 2005 | Dec 19, 2014 | no | PITTSFORD, NY|PITTSFORD, NY|PITTSFORD, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CROSS ROADS DIVORCE ADVISORS | Dec 19, 2014 | Mar 20, 2021 | 2,283 | Firm change after gap | Wirehouse to state RIA |