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RIA / WealthAdvisor11 years in industry

ISAAC RUDY PINEDA

Advisor at LIFEWORKS ADVISORS, LLC

Orange, CA | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:89729b8c-19aa-b6f1-dc35-dd284eb3d02e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 15, 2019 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, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 14, 2015
First registration: May 15, 2019
Dual registered: no
Other names: Isaac Rodolfo Pineda|Isaac Rudy Pineda
IAPD individual key: 6482135

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	Jan 2, 2026	n/a	yes	GRAND RAPIDS, MI\|Orange, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 17, 2024	Oct 8, 2024	no	EL MONTE, CA	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Feb 24, 2022	Jun 11, 2024	no	ANAHEIM, CA\|DOWNEY, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 15, 2019	Feb 2, 2022	no	FULLERTON, CA\|LA HABRA, CA	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
LPL FINANCIAL LLC	LIFEWORKS ADVISORS, LLC	Oct 8, 2024	Jan 2, 2026	451	Firm change after gap	Ibd to RIA
CENTAURUS FINANCIAL, INC.	LPL FINANCIAL LLC	Jun 11, 2024	Jul 17, 2024	36	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	CENTAURUS FINANCIAL, INC.	Feb 2, 2022	Feb 24, 2022	22	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 17, 2024 to Oct 8, 2024factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 24, 2022 to Jun 11, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 15, 2019 to Feb 2, 2022factForm ADV

Dated events

Occurred
Oct 8, 2024
Advisor changed firm
Isaac Rudy Pineda left Lpl Financial Llc for Lifeworks Advisors, Llc (registered 2026-01-02)
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Advisor changed firm
Isaac Rudy Pineda left Centaurus Financial, Inc. for Lpl Financial Llc (registered 2024-07-17)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2022
Advisor changed firm
Isaac Rudy Pineda left J.P. Morgan Securities Llc for Centaurus Financial, Inc. (registered 2022-02-24)
Form ADVobserved 5 days ago