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

Jul 8, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63|S66

First exam

Jul 8, 1988

First registration

Sep 17, 2009

Dual registered

no

Other names

FRANCIS OHARA|FRANK O'HARA|FRANCIS O'HARA

IAPD individual key

1783126

• Occurred

  Mar 2, 2023
  Advisor changed firm

  Frank Gerald Ohara left Boelte O'Hara Wealth Management for Lifeworks Advisors, Llc (registered 2023-02-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae632fdb-402e-50b6-4254-c19983beb481

First observed

Sep 17, 2009

Last observed

Sep 15, 2026 5 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.