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Kevin Luu

Lifeworks Advisors, LLC

Grand Rapids, MI

Brea, CA

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Current Employers
Lifeworks Advisors, Llc

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-25
  • CA RA
    APPROVED
    Since 2023-04-25

Branch Locations

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

135 S. State College Blvd Ste. 200, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bright Advisers, Llc Brea CA 01/2017 12/2023
Pih Investments, Llc Pasadena CA 10/2015 01/2017
Lifeworks Advisors, Llc D/B/A Bright Advisers Brea CA 04/2023 Present
  • 01/2017 → 12/2023
    Bright Advisers, Llc
    Brea, CA
  • 10/2015 → 01/2017
    Pih Investments, Llc
    Pasadena, CA
  • 04/2023 → Present
    Lifeworks Advisors, Llc D/B/A Bright Advisers
    Brea, CA
Previous Registrations
  • 2017-01-06 → 2023-12-31
    Bright Advisers
    Brea, CA
  • 2015-10-08 → 2017-01-06
    Pih Investments, Llc
    Pasadena, CA
    South Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-07
S63 Uniform Securities Agent State Law Examination 2001-07-31
  • S65 Uniform Investment Adviser Law Examination
    2015-10-07
  • S63 Uniform Securities Agent State Law Examination
    2001-07-31

View on SEC IAPD

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Other Offices

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STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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