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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant34 years in industry

JOHN DAVID FOLEY

Advisor at LIFEWISE WEALTH ADVISORS

CHAMPAIGN, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 18, 1999 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: LIFEWISE WEALTH ADVISORS
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: Dec 18, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 18, 1991
First registration: Mar 18, 1999
Dual registered: no
Other names: JOHN DAVID FOLEY|JOHN DAVID FOLEY
IAPD individual key: 1287148

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
LIFEWISE WEALTH ADVISORS	Independent wealth	Jul 27, 2026	n/a	yes	CHAMPAIGN, IL	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Jul 23, 2026	no	CHAMPAIGN, IL\|BETHANY, IL	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 31, 2019	Jun 29, 2023	no	DECATUR, IL\|CHAMPAIGN, IL\|Champaign, IL\|WESTLAKE, OH\|BETHANY, IL\|PARIS, IL	Previous registration
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Nov 4, 2013	Feb 20, 2019	no	SAVOY, IL\|DECATUR, IL\|CHAMPAIGN, IL	Previous registration
FIRST ADVISORS FINANCIAL GROUP, LLC	n/a	Jun 6, 2006	Nov 1, 2013	no	SAVOY, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 24, 2006	Nov 21, 2013	no	PARIS, IL\|MARSHALL, IL\|SAVOY, IL\|PARIS, IL\|MARSHALL, IL\|SAVOY, IL\|PARIS, IL\|MARSHALL, IL	Previous registration
FIRST ADVISORS FINANCIAL GROUP, LLC	n/a	Aug 27, 2003	Apr 11, 2006	no	n/a	Previous registration
FIRST ADVISORS FINANCIAL GROUP, LLC	n/a	Aug 27, 2003	Dec 31, 2003	no	CHAMPAIGN, IL	Previous registration
APW CAPITAL, INC.	n/a	Aug 27, 2003	Aug 4, 2004	no	SAVOY, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 18, 1999	Sep 9, 2003	no	CHAMPAIGN, IL	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
CETERA INVESTMENT ADVISERS LLC	LIFEWISE WEALTH ADVISORS	Jul 23, 2026	Jul 27, 2026	4	Firm change	Ibd to new firm
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
IPI WEALTH MANAGEMENT, INC.	CETERA ADVISOR NETWORKS LLC	Feb 20, 2019	Jan 31, 2019	-20	Firm change	Ibd to ibd
LPL FINANCIAL LLC	FIRST ADVISORS FINANCIAL GROUP, LLC	Nov 21, 2013	Jun 6, 2006	-2,725	Firm change after gap	Other
FIRST ADVISORS FINANCIAL GROUP, LLC	IPI WEALTH MANAGEMENT, INC.	Nov 1, 2013	Nov 4, 2013	3	Firm change	Other
FIRST ADVISORS FINANCIAL GROUP, LLC	LPL FINANCIAL LLC	Apr 11, 2006	Feb 24, 2006	-46	Firm change after gap	Other
APW CAPITAL, INC.	FIRST ADVISORS FINANCIAL GROUP, LLC	Aug 4, 2004	Aug 27, 2003	-343	Firm change after gap	Other
FIRST ADVISORS FINANCIAL GROUP, LLC	APW CAPITAL, INC.	Dec 31, 2003	Aug 27, 2003	-126	Firm change after gap	Other
LPL FINANCIAL LLC	FIRST ADVISORS FINANCIAL GROUP, LLC	Sep 9, 2003	Aug 27, 2003	-13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105644:341748:IL:2026-07-23	Jul 23, 2026	Jul 27, 2026	CHAMPAIGN, IL	Firm change
111872:13572:IL:2019-02-20	Feb 20, 2019	Jan 31, 2019	CHAMPAIGN, IL	Firm change

Relationships

Registered with (7)

→ LIFEWISE WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Jul 23, 2026factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 31, 2019 to Jun 29, 2023factForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 4, 2013 to Feb 20, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 24, 2006 to Nov 21, 2013factForm ADV
→ FIRST ADVISORS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jun 6, 2006 to Nov 1, 2013factForm ADV
→ APW CAPITAL, INC.Registered adviserregistration: previous registration
Aug 27, 2003 to Aug 4, 2004factForm ADV

Dated events

Occurred
Jul 23, 2026
Advisor changed firm
John David Foley left Cetera Investment Advisers Llc for Lifewise Wealth Advisors (registered 2026-07-27)
Form ADVobserved 6 days ago