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

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

Nov 24, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 24, 1987

First registration

Oct 10, 2018

Dual registered

no

IAPD individual key

1764315

• Occurred

  Jun 30, 2022
  Advisor changed firm

  Keith Allen Severson left Strategic Wealth Group for Lifeworks Advisors, Llc (registered 2021-11-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d2c8432-40a6-c628-2d83-dbb36d580cfc

First observed

Oct 10, 2018

Last observed

Sep 14, 2026 6 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.