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Advisor at LIFEWORKS ADVISORS, LLC
GRAND RAPIDS, MI
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 | Jan 10, 2025 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 9, 2020 | Feb 21, 2023 | no | DOWNERS GROVE, IL|DOWNERS GROVE, IL|SAUGATUCK, MI | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 3, 2016 | Sep 17, 2020 | no | WHEATON, IL|NAPERVILLE, IL|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | LIFEWORKS ADVISORS, LLC | Feb 21, 2023 | Jan 10, 2025 | 689 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | LPL FINANCIAL LLC | Sep 17, 2020 | Sep 9, 2020 | -8 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:6413:IL:2020-09-02 | Sep 17, 2020 | Sep 9, 2020 | WHEATON, IL | Firm change |