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Advisor at LIFEWORKS ADVISORS, LLC
AUSTIN, TX | 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 | Feb 4, 2026 | n/a | yes | AUSTIN, TX|GRAND RAPIDS, MI | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jun 2, 2015 | Jan 26, 2026 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | LIFEWORKS ADVISORS, LLC | Jan 26, 2026 | Feb 4, 2026 | 9 | Firm change | Other |