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Advisor at LIFEWORKS ADVISORS, LLC
GRAND RAPIDS, MI | LAGUNA NIGUEL, CA
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 8, 2026 | n/a | yes | LAGUNA NIGUEL, CA|GRAND RAPIDS, MI | Current employment |
| MARINER INDEPENDENT | Independent wealth | Aug 29, 2022 | Mar 31, 2026 | no | San Juan Capistrano, CA|Dana Point, CA | Previous registration |
| NARROW GATE WEALTH MANAGEMENT LLC | n/a | May 21, 2021 | Dec 31, 2022 | no | SAN JUAN CAPISTRANO, CA | Previous registration |
| CRAWFORD INVESTMENT COUNSEL INC | Independent wealth | Dec 5, 2013 | Feb 3, 2021 | no | ATLANTA, GA|ALISO VIEJO, CA | Previous registration |
| GLENMORE ADVISORS, LLC | Former SEC adviser | Oct 27, 2011 | Sep 27, 2013 | no | ATLANTA, GA | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Jun 29, 2005 | May 10, 2010 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER INDEPENDENT | LIFEWORKS ADVISORS, LLC | Mar 31, 2026 | Apr 8, 2026 | 8 | Firm change | RIA to RIA |
| NARROW GATE WEALTH MANAGEMENT LLC | MARINER INDEPENDENT | Dec 31, 2022 | Aug 29, 2022 | -124 | Firm change after gap | Other |
| CRAWFORD INVESTMENT COUNSEL INC | NARROW GATE WEALTH MANAGEMENT LLC | Feb 3, 2021 | May 21, 2021 | 107 | Firm change | Other |
| GLENMORE ADVISORS, LLC | CRAWFORD INVESTMENT COUNSEL INC | Sep 27, 2013 | Dec 5, 2013 | 69 | Firm change | Other |
| GFO ADVISORY SERVICES, LLC | GLENMORE ADVISORS, LLC | May 10, 2010 | Oct 27, 2011 | 535 | Firm change after gap | Other |