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Advisor at LIFEWORKS ADVISORS, LLC
GRAND RAPIDS, MI | JERICHO, NY
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 | Apr 15, 2026 | n/a | yes | GRAND RAPIDS, MI|JERICHO, NY | Current employment |
| THIRD TIER WEALTH MANAGEMENT | n/a | Feb 16, 2022 | Aug 13, 2026 | no | JERICHO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THIRD TIER WEALTH MANAGEMENT | LIFEWORKS ADVISORS, LLC | Aug 13, 2026 | Apr 15, 2026 | -120 | Firm change after gap | Other |