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.

Current firm

LIFEWORKS ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jun 30, 2020

Dual registered

no

Other names

Alexander Chang|Alex Chang

IAPD individual key

7182098

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0397d8d6-011a-5cd3-5856-9f33148ecc54

First observed

Aug 1, 2007

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.