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RIA / WealthAdvisor25 years in industry

CHRISTOPHER ALAN PATTERSON

Advisor at LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, MI | ST JOHNS, FL

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Search this name across graphsid dfx:ria:5647d280-4516-c57c-d724-0ecd10f4a4d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 19, 2001 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: Mar 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 28, 2001
First registration: Mar 19, 2001
Dual registered: no
Other names: Chris Patterson
IAPD individual key: 4039371

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	Jan 4, 2022	n/a	yes	GRAND RAPIDS, MI\|ST JOHNS, FL	Current employment
INNOVATIVE WEALTH STRATEGIES	n/a	Jan 16, 2024	Feb 14, 2024	no	JACKSONVILLE, FL	Previous registration
PATTERSON FINANCIAL	n/a	Aug 11, 2011	Dec 31, 2022	no	PONTE VEDRA BEACH, FL	Previous registration
PATTERSON FINANCIAL	n/a	Aug 11, 2011	Dec 31, 2015	no	PONTE VEDRA BEACH, FL	Previous registration
PATTERSON FINANCIAL	n/a	Aug 11, 2011	Dec 31, 2014	no	PONTE VEDRA BEACH, FL	Previous registration
PATTERSON FINANCIAL	n/a	Aug 11, 2011	Dec 31, 2013	no	PONTE VEDRA BEACH, FL	Previous registration
HOLLAND ADVISORY SERVICES, INC.	Independent wealth	May 20, 2010	May 4, 2011	no	PONTE VEDRA BEACH, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 19, 2001	Jul 19, 2002	no	PONTE VEDRA, FL	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
INNOVATIVE WEALTH STRATEGIES	n/a	Feb 14, 2024	n/a	n/a	Departure no registered destination	Departure
PATTERSON FINANCIAL	LIFEWORKS ADVISORS, LLC	Dec 31, 2022	Jan 4, 2022	-361	Firm change after gap	Other
HOLLAND ADVISORY SERVICES, INC.	PATTERSON FINANCIAL	May 4, 2011	Aug 11, 2011	99	Firm change	Other
WELLS FARGO ADVISORS	HOLLAND ADVISORY SERVICES, INC.	Jul 19, 2002	May 20, 2010	2,862	Firm change after gap	Other

Relationships

Registered with (5)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Jan 4, 2022 to presentfactForm ADV
→ INNOVATIVE WEALTH STRATEGIESRegistered adviserregistration: previous registration
Jan 16, 2024 to Feb 14, 2024factForm ADV
→ PATTERSON FINANCIALRegistered adviserregistration: previous registration
Aug 11, 2011 to Dec 31, 2022factForm ADV
→ HOLLAND ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 20, 2010 to May 4, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 19, 2001 to Jul 19, 2002factForm ADV

Dated events

Occurred
Feb 14, 2024
Advisor departed, no destination yet
Christopher Alan Patterson no longer registered at Innovative Wealth Strategies; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Christopher Alan Patterson left Patterson Financial for Lifeworks Advisors, Llc (registered 2022-01-04)
Form ADVobserved 5 days ago