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.

Current firm

LIFESTYLE ASSET MANAGEMENT, INC.

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

Nov 20, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Nov 20, 1996

First registration

Oct 15, 2001

Dual registered

yes, broker-dealer

Other names

DANIEL D THOMASON

IAPD individual key

2810920

• Occurred

  Nov 17, 2022
  Advisor departed, no destination yet

  Daniel David Thomason no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c1c62ba-e1aa-d183-f803-03ac5d210ac3

First observed

Oct 15, 2001

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.