DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Good Life Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lauren Ashley Giron | Good Life Advisors, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Sep 9, 2026 | Sep 8, 2026 |
| Hunter Rice | Good Life Advisors, LLC independent RIA | Convergence Financial independent RIA | RIA to RIA | Sep 3, 2026 | Sep 4, 2026 |
| John Phillip Passey | Good Life Advisors, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2026 | Aug 28, 2026 |
| Christopher Shane Danner | Good Life Advisors, LLC independent RIA | Convergence Financial independent RIA | RIA to RIA | Aug 28, 2026 | Sep 4, 2026 |
| Christopher Douglas Begbie | Good Life Advisors, LLC independent RIA | Northern Trust Securities, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2026 | Sep 9, 2026 |
| Alison Elizabeth Howells | Good Life Advisors, LLC independent RIA | A Better Way Financial, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Sep 16, 2026 |
| Jeremy Curtis Evans | Good Life Advisors, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 14, 2026 | Aug 17, 2026 |
| Anthony Franklin Artero | Good Life Advisors, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 13, 2026 |
| Nicholas Kolitsidas | Good Life Advisors, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 10, 2026 |
| Janette S Jolly | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Mar 23, 2026 | Aug 18, 2026 (148 d) |
| Brandon Douglas Vincent | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Mar 9, 2026 | Jan 22, 2026 |
| Edward Carr Beeker | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Feb 21, 2026 | Apr 7, 2026 (45 d) |
| David Glenn Turner | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Jan 26, 2026 |
| Jon Mohammed Saleem | Good Life Advisors, LLC independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | May 16, 2025 | May 7, 2025 |
| Kanon Nial Ream | Good Life Advisors, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2025 | Jun 18, 2025 (40 d) |
| David Scott Gordon | Good Life Advisors, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 20, 2024 | Nov 19, 2024 |
| Joseph E Simon | Good Life Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2024 | Jan 16, 2024 |
| Jason Doyle Fletcher | Good Life Advisors, LLC independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2023 | Sep 11, 2023 |
| David Patrick Koehler | Good Life Advisors, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2023 | Aug 25, 2023 |
| Steven Joseph Devlin | Good Life Advisors, LLC independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2023 | Jan 26, 2023 |
| Ryan Raphael | Good Life Advisors, LLC independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2022 | Oct 3, 2022 |
| Maryam Alyce Houston | Good Life Advisors, LLC independent RIA | Earned Wealth independent RIA | RIA to RIA | Feb 16, 2022 | Jun 22, 2022 (126 d) |
| Jennifer Russell | Good Life Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 9, 2021 | Dec 22, 2021 (43 d) |
| Frank Michael Galzarano | Good Life Advisors, LLC independent RIA | LPL Financial LLC other | Other | May 7, 2021 | Aug 7, 2017 |
| Jarrod L Renninger | Good Life Advisors, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2020 | Nov 3, 2020 |
| Travis Earl Cook | Good Life Advisors, LLC independent RIA | Convergence Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2019 | Jun 5, 2019 |
| Chase Fryer | Good Life Advisors, LLC independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2019 | Dec 24, 2019 |
| Kyle Joseph Elliott | Good Life Advisors, LLC independent RIA | Convergence Financial no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Jun 5, 2019 |
| Cameron Austin Byrd | Good Life Advisors, LLC independent RIA | Convergence Financial no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Jun 5, 2019 |
| Michael Francis Law | Good Life Advisors, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 14, 2019 | Mar 18, 2019 |
| John Burns | Good Life Advisors, LLC independent RIA | Growth Point Financial LLC state registered | RIA to a state-registered adviser | Sep 26, 2018 | Oct 1, 2018 |
| Johnathan T Stackhouse | Good Life Advisors, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2018 | Sep 7, 2018 |
| Stephen J Rafter | Good Life Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2018 | Jan 9, 2024 (2044 d) |
| Jason Lee Mccaleb | Good Life Advisors, LLC independent RIA | Sharpepoint, LLC no RAUM | RIA to a newly registered adviser | Apr 11, 2018 | May 7, 2018 |
| Beth Lipman Westburg | Good Life Advisors, LLC other | Commonwealth Financial Network national BD | Other | Feb 26, 2018 | Feb 5, 2018 |
| Laurie Lipman | Good Life Advisors, LLC other | Commonwealth Financial Network national BD | Other | Feb 26, 2018 | Feb 5, 2018 |
| John David Danzer | Good Life Advisors, LLC other | Citizens Securities, Inc. BD affiliated | Other | Jan 23, 2018 | Jan 2, 2018 |
| Richard Kent Johnson | Good Life Advisors, LLC other | Pcg Wealth Management no RAUM | Other | Jan 4, 2018 | Jan 4, 2018 |
| Bradley Sheldon Morris | Good Life Advisors, LLC other | Pcg Wealth Management no RAUM | Other | Jan 4, 2018 | Jan 9, 2018 |
| Mark Joseph Dobroskey | Good Life Advisors, LLC other | Thrivent Investment Management Inc. other | Other | Aug 23, 2017 | Sep 11, 2017 |
| Laura Maryann Marzano | Good Life Advisors, LLC other | LPL Financial LLC other | Other | Feb 10, 2017 | Feb 14, 2017 |
| Christopher Kenneth Coffin | Good Life Advisors, LLC other | Overridge Wealth Advisors independent RIA | Other | Oct 25, 2016 | Jun 9, 2021 (1688 d) |
| Jeffrey Alan Gasaway | Good Life Advisors, LLC other | Center For Wealth Planning Advisors, Inc other | Other | Apr 28, 2016 | Apr 28, 2016 |
| David L Close | Good Life Advisors, LLC other | Gladstone Wealth Partners no RAUM | Other | Dec 23, 2015 | Dec 7, 2015 |
| Robert Daniel Maring | Good Life Advisors, LLC other | Gladstone Wealth Partners no RAUM | Other | Dec 23, 2015 | Dec 7, 2015 |
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45 moves match.