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Advisor at LIFEWORKS ADVISORS, LLC
LAUREL, MD | GRAND RAPIDS, MI
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 |
|---|---|---|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | Independent wealth | Mar 10, 2026 | n/a | yes | LAUREL, MD|GRAND RAPIDS, MI | Current employment |
| Seia | Bd affiliated wealth | Jul 1, 2020 | Nov 14, 2025 | no | LOS ANGELES, CA|Tyson's Corner, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Seia | LIFEWORKS ADVISORS, LLC | Nov 14, 2025 | Mar 10, 2026 | 116 | Firm change | Ibd to RIA |