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
Arrivals at 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 |
|---|---|---|---|---|---|
| Benjamin John Romine | Ocean Park Asset Management, LLC asset manager | Good Life Advisors, LLC independent RIA | Other | Mar 2, 2026 | May 4, 2026 (63 d) |
| Robert Michael Penrose | Thrivent Investment Management Inc. BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 28, 2026 | Apr 8, 2026 (70 d) |
| Pierce A Giancaterino | LPL Financial LLC BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2025 | Jan 9, 2026 (50 d) |
| John Phillip Passey | Raymond James Financial Services Advisors, Inc BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2024 | Dec 4, 2024 |
| Kamisha Aileen Ramirez Mcknight | Fidelity Personal And Workplace Advisors BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2024 | Oct 10, 2024 (91 d) |
| Brandon Douglas Vincent | Oakwood Capital, Inc. independent RIA | Good Life Advisors, LLC independent RIA | RIA to RIA | Jun 17, 2024 | Jun 26, 2024 |
| Christopher Shane Danner | Kestra Advisory Services, LLC BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2023 | Jan 26, 2024 (39 d) |
| Tristan R Peschka | Ameriprise Financial Services, LLC national BD | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2023 | Sep 21, 2023 |
| Joshua D Chase | B. Riley Wealth Advisors, Inc. BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2023 | Aug 17, 2023 (51 d) |
| Brian Grayson Crook | Commonwealth Financial Network national BD | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2023 | Mar 10, 2023 |
| Christopher Douglas Begbie | LPL Financial LLC independent RIA | Good Life Advisors, LLC independent RIA | RIA to RIA | Oct 28, 2022 | Jan 19, 2023 (83 d) |
| Anthony Acevedo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Good Life Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 3, 2022 | Feb 14, 2023 (134 d) |
| Jeffrey Carson Matthews | Cambridge Investment Research Advisors, Inc. BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 21, 2022 | Mar 9, 2023 (169 d) |
| Brenan Robert Volpe | Raymond James Financial Services Advisors, Inc BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2022 | Jan 25, 2023 (134 d) |
| Joseph E Simon | First Command Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2022 | May 5, 2022 |
| Maxwell Demeritte | Wells Fargo Advisors wirehouse | Good Life Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 7, 2022 | Mar 14, 2022 |
| Maryam Alyce Houston | Level Four Capital Management independent RIA | Good Life Advisors, LLC independent RIA | RIA to RIA | Feb 15, 2022 | Sep 7, 2021 |
| Julius Edwin Lord | Private Advisor Group, LLC BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 28, 2022 | Jan 27, 2022 |
| Sean Patrick Mest | Park Avenue Securities LLC BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2022 | Apr 19, 2022 (96 d) |
| Jeremiah Dustin Locascio | Cadaret Grant & Co Inc BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2021 | Oct 20, 2021 |
| Marcus Claude Moore | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Jeffery Allen Grecu | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Jeffery Brian Harper | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 10, 2021 |
| Brian Craig Tillotson | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 13, 2021 |
| Matthew Duane Allgood | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Kyle Brookes Mcbroom | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Steven Joseph Devlin | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Oct 12, 2021 |
| Jason Doyle Fletcher | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Charles Wesley Baier | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Karen Elicia Spence | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Kyle Donald Harper | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Ryan Raphael | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 7, 2021 |
| Charles Robert Elhoff | Level Four Advisory Services BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2021 | Sep 13, 2021 |
| David Patrick Koehler | Waddell & Reed BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2021 | Dec 3, 2021 (102 d) |
| Christopher N Needs | Park Avenue Securities LLC BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2021 | Jul 28, 2021 (64 d) |
| Erik Kenneth Steudle | Ameriprise Financial Services, LLC national BD | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2020 | Jun 17, 2020 |
| David Benjamin Bigger | Citizens Securities, Inc. BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2019 | Oct 18, 2019 |
| Cameron Austin Byrd | Saxony Capital Management, LLC independent RIA | Good Life Advisors, LLC independent RIA | RIA to RIA | Feb 13, 2019 | Feb 20, 2019 |
| Chase Fryer | LPL Financial LLC independent RIA | Good Life Advisors, LLC independent RIA | RIA to RIA | Feb 8, 2019 | Feb 11, 2019 |
| Andrew William Hoskins | Independent Financial Partners BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2018 | Nov 9, 2018 |
| Ivan Alexis Ramirez-Ramirez | Independent Financial Partners BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2018 | Nov 9, 2018 |
| Matthew Cory Monroe | Independent Financial Partners BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2018 | Apr 12, 2021 (853 d) |
| Christopher David Moak | Independent Financial Partners BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2018 | Mar 29, 2021 (839 d) |
| Jarrod L Renninger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Good Life Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 23, 2018 | Oct 23, 2018 |
| Kelly Ann Connelly | Ameriprise Financial Services, LLC national BD | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2018 | Jun 27, 2018 |
| Jose Rizal Torres Pangilinan | Waddell & Reed BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2018 | Jun 1, 2018 |
| Joshua Adam Strange | Truist Advisory Services, Inc. BD affiliated | Good Life Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2018 | May 21, 2018 |
| Jennifer Russell | LPL Financial LLC independent RIA | Good Life Advisors, LLC other | Other | Feb 27, 2018 | Nov 29, 2017 |
| Julie Marie Kemp | Financial Planning Advisors Inc. state registered | Good Life Advisors, LLC other | Other | Dec 20, 2017 | Oct 18, 2017 |
| Philip Thomas Webb | Waddell & Reed other | Good Life Advisors, LLC other | Other | Dec 20, 2017 | Dec 13, 2017 |
| James Christian Kaiser | Waddell & Reed other | Good Life Advisors, LLC other | Other | Dec 19, 2017 | Dec 13, 2017 |
| Nicholas Curinga | Waddell & Reed other | Good Life Advisors, LLC other | Other | Dec 19, 2017 | Dec 13, 2017 |
| Richard Kent Johnson | Waddell & Reed other | Good Life Advisors, LLC other | Other | Dec 12, 2017 | Dec 4, 2017 |
| Bradley Sheldon Morris | Waddell & Reed other | Good Life Advisors, LLC other | Other | Dec 7, 2017 | Dec 15, 2017 |
| Stephen J Rafter | Charles Schwab & Co., Inc. national BD | Good Life Advisors, LLC other | Other | Nov 27, 2017 | Nov 21, 2017 |
| Jeffery Eugene Herbek | Waddell & Reed other | Good Life Advisors, LLC other | Other | Sep 21, 2017 | Sep 25, 2017 |
| Lisa Armstrong Evans | LPL Financial LLC other | Good Life Advisors, LLC independent RIA | Other | Aug 29, 2017 | Oct 5, 2023 (2228 d) |
| Janette S Jolly | Waddell & Reed other | Good Life Advisors, LLC independent RIA | Other | Apr 7, 2017 | Apr 5, 2018 (363 d) |
| Jeremy Curtis Evans | LPL Financial LLC other | Good Life Advisors, LLC other | Other | Apr 5, 2017 | Jan 28, 2017 |
| Gene Craig Levengood | Private Advisor Group, LLC other | Good Life Advisors, LLC other | Other | Mar 28, 2017 | Mar 3, 2017 |
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111 moves match.