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

Arrivals at 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
David Steven ZollerLasalle St. Investment Advisors, L.L.C. BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2026Sep 14, 2026
Michael DemkiwThird Tier Wealth Management unclassifiedLifeworks Advisors, LLC independent RIAOtherAug 13, 2026Apr 15, 2026
Robert Matthew SweasIpi Wealth Management, Inc. BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2026Jul 28, 2026
Zachary Kyle GrimesTexas Capital Bank Private Wealth Advisors independent RIALifeworks Advisors, LLC independent RIARIA to RIAJun 15, 2026May 19, 2026
Michael Jon ForneyIndependent Advisor Alliance, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAApr 15, 2026Apr 29, 2026
Marcus Vann GriffinMariner Independent independent RIALifeworks Advisors, LLC independent RIARIA to RIAMar 31, 2026Apr 8, 2026
Christian Tyler SmissenBauman Wealth Advisors independent RIALifeworks Advisors, LLC independent RIARIA to RIAMar 31, 2026May 19, 2026 (49 d)
Joseph Daniel PetrelliEquitable Advisors, LLC national BDLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2026Mar 10, 2026 (33 d)
Aaron Thell WilliamsBrookstone Wealth Advisors, LLC no RAUMLifeworks Advisors, LLC independent RIAOtherJan 26, 2026Feb 4, 2026
Elliot Parker BorgeNorthwestern Mutual Investment Services,LLC no RAUMLifeworks Advisors, LLC independent RIAOtherNov 18, 2025Nov 24, 2025
Levene Marie Leblanc-McleanSeia BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2025Mar 10, 2026 (116 d)
Darrin Patrick WorthingtonSmart Wealth, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAOct 13, 2025Jan 9, 2026 (88 d)
Alexandra Amoruso KennedyRockefeller Capital Management BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2025Jan 15, 2026 (178 d)
Darren James VilardoTekton Wealth Advisors state registeredLifeworks Advisors, LLC independent RIAOtherJan 16, 2025Mar 13, 2025 (56 d)
Peter Timothy UihleinVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Travis Wells BuckVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Renee Elisabeth MarinezVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Ryan David KoopmansVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Isaac Rudy PinedaLPL Financial LLC BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2024Jan 2, 2026 (451 d)
Carson James GroverCoppell Advisory Solutions LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIASep 6, 2024Jun 25, 2024
Todd Stephen SmithLevel 5 Financial, LLC unclassifiedLifeworks Advisors, LLC independent RIAOtherSep 4, 2024Jun 18, 2024
Jeffrey James RainerAvaii Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIASep 3, 2024Sep 4, 2024
Christopher V MercerCharles Schwab & Co., Inc. national BDLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2024Apr 9, 2024
Eric Christopher RestrepoNorthwestern Mutual Investment Services,LLC no RAUMLifeworks Advisors, LLC independent RIAOtherFeb 22, 2024Mar 5, 2024
Derek A GhiaGreensview Wealth Management independent RIALifeworks Advisors, LLC independent RIARIA to RIAJan 15, 2024Jan 9, 2024
Robert Eli CaldwellGreensview Wealth Management independent RIALifeworks Advisors, LLC independent RIARIA to RIAJan 15, 2024Jan 9, 2024
Kevin LuuBright Advisers unclassifiedLifeworks Advisors, LLC independent RIAOtherDec 31, 2023Apr 25, 2023
Mark Gordon HemenwayBankers Life Advisory Services, Inc. BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2023Dec 21, 2023
Matthew Brooke MullowneyFinancial Advocates Investment Management independent RIALifeworks Advisors, LLC independent RIARIA to RIASep 15, 2023Sep 20, 2023
Sean Robert SullivanArete Wealth Advisors, LLC BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023Jul 17, 2023
Philip TelpnerBreakout Private Wealth LLC state registeredLifeworks Advisors, LLC independent RIAOtherApr 10, 2023Jan 9, 2023
Patricia Ann LloydArdent Wealth Management Inc. unclassifiedLifeworks Advisors, LLC independent RIAOtherApr 5, 2023Jan 9, 2023
Ian James WardleMcilrath & Eck, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAMar 7, 2023Mar 29, 2023
Frank Gerald OharaBoelte O'Hara Wealth Management state registeredLifeworks Advisors, LLC independent RIAOtherMar 2, 2023Feb 17, 2023
Jonathan Moser SpatzBrookstone Wealth Advisors, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAFeb 24, 2023Mar 1, 2023
Christopher James BowmanLPL Financial LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAFeb 21, 2023Jan 10, 2025 (689 d)
Christopher Alan PattersonPatterson Financial unclassifiedLifeworks Advisors, LLC independent RIAOtherDec 31, 2022Jan 4, 2022
Keith Allen SeversonStrategic Wealth Group independent RIALifeworks Advisors, LLC independent RIARIA to RIAJun 30, 2022Nov 23, 2021
Ronald Allen FreemanEight4three Wealth Management, LLC unclassifiedLifeworks Advisors, LLC independent RIAOtherApr 25, 2022Dec 17, 2021
Matthew Daniel GuskyRegal Investment Advisors LLC BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2021Dec 6, 2021
Rory RichardBrookstone Wealth Advisors, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAMay 18, 2021May 5, 2021
Shahram K ShafiiHornor, Townsend & Kent, LLC BD affiliatedLifeworks Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2020Apr 29, 2021 (176 d)
Christopher Matthew GervatRobert W. Baird & Co. Incorporated mixed wealthLifeworks Advisors, LLC independent RIARIA to RIAAug 19, 2020Aug 6, 2020
Ronald Shane BullisMML Investors Services, LLC otherLifeworks Advisors, LLC independent RIAOtherJul 31, 2017Jan 1, 2025 (2711 d)
Bradley I WardMML Investors Services, LLC otherLifeworks Advisors, LLC independent RIAOtherJul 14, 2017Jul 5, 2017
Kurt Allan Van DykenMML Investors Services, LLC otherLifeworks Advisors, LLC independent RIAOtherJul 13, 2017Jul 3, 2017
Trevor Steven HerinMML Investors Services, LLC otherLifeworks Advisors, LLC independent RIAOtherJul 13, 2017Jun 6, 2022 (1789 d)
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47 moves match.