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RIA / WealthAdvisor12 years in industry

MATTHEW BROOKE MULLOWNEY

Advisor at LIFEWORKS ADVISORS, LLC

ST. FRANCISVILLE, LA | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:38ccea23-2320-629a-4dba-ef9e3e6d5a50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Feb 10, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 10, 2014
First registration: Sep 26, 2014
Dual registered: no
IAPD individual key: 6253631

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEWORKS ADVISORS, LLC	Independent wealth	Sep 20, 2023	n/a	yes	GRAND RAPIDS, MI\|ST. FRANCISVILLE, LA	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Aug 21, 2019	Sep 15, 2023	no	OLYMPIA, WA\|Napa, CA\|Saint Francisville, LA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 11, 2016	Aug 19, 2019	no	NAPA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 26, 2014	Jan 11, 2016	no	NAPA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	LIFEWORKS ADVISORS, LLC	Sep 15, 2023	Sep 20, 2023	5	Firm change	RIA to RIA
WOODBURY FINANCIAL SERVICES, INC.	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Aug 19, 2019	Aug 21, 2019	2	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	WOODBURY FINANCIAL SERVICES, INC.	Jan 11, 2016	Jan 11, 2016	0	Firm change	Other

Relationships

Registered with (4)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Sep 20, 2023 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Aug 21, 2019 to Sep 15, 2023factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 11, 2016 to Aug 19, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 26, 2014 to Jan 11, 2016factForm ADV

Dated events

Occurred
Sep 15, 2023
Advisor changed firm
Matthew Brooke Mullowney left Financial Advocates Investment Management for Lifeworks Advisors, Llc (registered 2023-09-20)
Form ADVobserved 6 days ago