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Advisor at ARDENT WEALTH MANAGEMENT
SCOTTSDALE, AZ | Rockford, 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 |
|---|---|---|---|---|---|---|
| ARDENT WEALTH MANAGEMENT | State registered | Dec 5, 2024 | n/a | yes | SCOTTSDALE, AZ|Rockford, MI | Current employment |
| LIFEWORKS ADVISORS, LLC | Independent wealth | Dec 6, 2021 | Jan 15, 2025 | no | GRAND RAPIDS, MI | Previous registration |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Mar 19, 2020 | Nov 8, 2021 | no | KENTWOOD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | ARDENT WEALTH MANAGEMENT | Jan 15, 2025 | Dec 5, 2024 | -41 | Firm change after gap | RIA to state RIA |
| REGAL INVESTMENT ADVISORS LLC | LIFEWORKS ADVISORS, LLC | Nov 8, 2021 | Dec 6, 2021 | 28 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288255:332593:MI:2025-01-15 | Jan 15, 2025 | Dec 5, 2024 | GRAND RAPIDS, MI | Firm change after gap |