DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Lifeworks Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jonathan Moser SpatzLifeworks Advisors, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAAug 14, 2026Aug 18, 2026
Darrin Patrick WorthingtonLifeworks Advisors, LLC independent RIASound Income Strategies, LLC independent RIARIA to RIAMay 4, 2026Apr 30, 2026
Renee Elisabeth MarinezLifeworks Advisors, LLC independent RIABrighton Jones LLC independent RIARIA to RIAApr 16, 2026Dec 9, 2025
Darren James VilardoLifeworks Advisors, LLC independent RIATekton Wealth Advisors state registeredRIA to a state-registered adviserMar 3, 2026Mar 4, 2026
Sean Robert SullivanLifeworks Advisors, LLC independent RIAThrivealike LLC state registeredRIA to a state-registered adviserJan 26, 2026Jan 9, 2026
Brandyn Tylar PolmateerLifeworks Advisors, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 5, 2025Aug 4, 2025
Patricia Ann LloydLifeworks Advisors, LLC independent RIAArdent Wealth Management state registeredRIA to a state-registered adviserJan 15, 2025Nov 8, 2024
Matthew Daniel GuskyLifeworks Advisors, LLC independent RIAArdent Wealth Management state registeredRIA to a state-registered adviserJan 15, 2025Dec 5, 2024
Ronald Allen FreemanLifeworks Advisors, LLC independent RIALifepath Advisors, LLC state registeredRIA to a state-registered adviserDec 21, 2023Jul 16, 2025 (573 d)
Kenneth MorgensaiLifeworks Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankOct 16, 2023Jan 31, 2024 (107 d)
Rory RichardLifeworks Advisors, LLC independent RIAPortfolio Dynamix state registeredRIA to a state-registered adviserNov 3, 2022Oct 26, 2022
Shahram K ShafiiLifeworks Advisors, LLC independent RIAPacer Advisors, Inc. asset managerOtherNov 3, 2022Nov 3, 2022
Bradley I WardLifeworks Advisors, LLC independent RIAAsset One Wealth Management, LLC independent RIARIA to RIAFeb 4, 2022Mar 23, 2026 (1508 d)
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13 moves match.