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

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 7, 2017

First registration

Nov 14, 2017

Dual registered

no

Other names

Alex R. Amoruso|Alexandra Amoruso Kennedy|Alex R. Kennedy|Alexandra R Amoruso|ALEXANDRA RENEE AMORUSO

IAPD individual key

5877725

• Occurred

  Jul 21, 2025
  Advisor changed firm

  Alexandra Amoruso Kennedy left Rockefeller Capital Management for Lifeworks Advisors, Llc (registered 2026-01-15)

  Form ADVobserved 5 days ago
• Occurred

  May 16, 2023
  Advisor changed firm

  Alexandra Amoruso Kennedy left J.P. Morgan Private Wealth Advisors Llc for Rockefeller Capital Management (registered 2023-04-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e42a4da9-1a1f-9d30-d221-b302a0926033

First observed

Nov 14, 2017

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.