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.

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

May 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Oct 3, 2011

First registration

Feb 13, 2017

Dual registered

no

Other names

CHRIS V MERCER

IAPD individual key

5468825

• Occurred

  Apr 10, 2024
  Advisor changed firm

  Christopher V Mercer left Charles Schwab & Co., Inc. for Lifeworks Advisors, Llc (registered 2024-04-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a59e729b-e6a3-9140-03fe-03ee821c88d7

First observed

Feb 13, 2017

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.