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Advisor at LIFEWORKS ADVISORS, LLC
LAS VEGAS, NV | 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 | May 19, 2026 | n/a | yes | GRAND RAPIDS, MI|LAS VEGAS, NV | Current employment |
| BAUMAN WEALTH ADVISORS | Independent wealth | Sep 17, 2025 | Mar 31, 2026 | no | LAS VEGAS, NV | Previous registration |
| ARISTA WEALTH MANAGEMENT, LLC | Independent wealth | Apr 9, 2025 | Sep 10, 2025 | no | LAS VEGAS, NV | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 6, 2017 | Apr 8, 2020 | no | Indianapolis, IN|Las Vegas, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BAUMAN WEALTH ADVISORS | LIFEWORKS ADVISORS, LLC | Mar 31, 2026 | May 19, 2026 | 49 | Firm change | RIA to RIA |
| ARISTA WEALTH MANAGEMENT, LLC | BAUMAN WEALTH ADVISORS | Sep 10, 2025 | Sep 17, 2025 | 7 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | ARISTA WEALTH MANAGEMENT, LLC | Apr 8, 2020 | Apr 9, 2025 | 1,827 | Firm change after gap | Ibd to RIA |