Individual Firm
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JEREMY CURTIS EVANS
CRD#: 5108763
IA
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GOOD LIFE ADVISORS, LLCCRD#: 171898 100 Northpointe Circle
Suite 301
Seven Fields, PA 16046
Suite 301
Seven Fields, PA 16046
LPL FINANCIAL LLCCRD#: 6413 100 NORTHPOINTE CIRCLE STE 301
SEVEN FIELDS, PA 16046
SEVEN FIELDS, PA 16046
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1/10/2012
Customer Dispute
Settled
State Registrations
B
Michigan 10/5/2023
IA
Pennsylvania 1/28/2017
B
Ohio 1/19/2016
B
Virginia 1/19/2016
B
Pennsylvania 12/18/2015
B
West Virginia 1/19/2016
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
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Registered with this firm since 1/28/2017
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Registered with this firm since 12/18/2015
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/18/2015 - 04/05/2017 | CRANBERRY TWP, PA | |
IA | 07/14/2011 - 12/22/2015 | CLARION, PA | |
B | 01/31/2007 - 12/22/2015 | CLARION, PA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.