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RIA / WealthAdvisor14 years in industry

Carson James Grover

Advisor at LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, MI | Logan, UT

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Search this name across graphsid dfx:ria:7615bd94-a2ba-9198-0137-783c0bbb3d88

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 23, 2017 to Sep 15, 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: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 28, 2016
First registration: Mar 23, 2017
Dual registered: no
IAPD individual key: 6728419

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	Jun 25, 2024	n/a	yes	Logan, UT\|GRAND RAPIDS, MI	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	May 3, 2022	Sep 6, 2024	no	Logan, UT\|DALLAS, TX	Previous registration
ONYX BRIDGE WEALTH GROUP LLC	Independent wealth	Jan 26, 2021	May 2, 2022	no	Logan, UT\|TARRYTOWN, NY	Previous registration
HERITAGE WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 15, 2020	Jan 26, 2021	no	Logan, UT\|PHOENIX, AZ	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Mar 23, 2017	Apr 9, 2020	no	LOGAN, UT\|Idaho Falls, ID\|NAMPA, ID\|INDIANAPOLIS, IN	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
COPPELL ADVISORY SOLUTIONS LLC	LIFEWORKS ADVISORS, LLC	Sep 6, 2024	Jun 25, 2024	-73	Firm change after gap	RIA to RIA
ONYX BRIDGE WEALTH GROUP LLC	COPPELL ADVISORY SOLUTIONS LLC	May 2, 2022	May 3, 2022	1	Firm change	RIA to RIA
HERITAGE WEALTH MANAGEMENT, LLC	ONYX BRIDGE WEALTH GROUP LLC	Jan 26, 2021	Jan 26, 2021	0	Firm change	RIA to RIA
ONEAMERICA SECURITIES, INC.	HERITAGE WEALTH MANAGEMENT, LLC	Apr 9, 2020	Apr 15, 2020	6	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Jun 25, 2024 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
May 3, 2022 to Sep 6, 2024factForm ADV
→ ONYX BRIDGE WEALTH GROUP LLCRegistered adviserregistration: previous registration
Jan 26, 2021 to May 2, 2022factForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 15, 2020 to Jan 26, 2021factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Mar 23, 2017 to Apr 9, 2020factForm ADV

Dated events

Occurred
Sep 6, 2024
Advisor changed firm
Carson James Grover left Coppell Advisory Solutions Llc for Lifeworks Advisors, Llc (registered 2024-06-25)
Form ADVobserved 6 days ago
Occurred
May 2, 2022
Advisor changed firm
Carson James Grover left Onyx Bridge Wealth Group Llc for Coppell Advisory Solutions Llc (registered 2022-05-03)
Form ADVobserved 6 days ago