DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LIFEWORKS ADVISORS, LLC
GRAND RAPIDS, MI | SCOTTSDALE, AZ
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 | May 22, 2026 | n/a | yes | SCOTTSDALE, AZ|GRAND RAPIDS, MI | Current employment |
| WEALTHBOUND ADVISORS | State registered | Aug 24, 2023 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 22, 2021 | Aug 18, 2023 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | WEALTHBOUND ADVISORS | Aug 18, 2023 | Aug 24, 2023 | 6 | Firm change | Ibd to state RIA |