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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-20 |
Branch Locations
135 S State College Blvd #200, Brea, CA 92821 • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeworks Advisors, Llc D/B/A Bright Advisers, Llc | Brea | CA | 10/2024 | Present |
| Bright Advisers, Llc | Brea | CA | 01/2010 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) Bright Advisers, LLC; Investment-related; Same address; Operations Director; Doing business as ("DBA") name for activities through Lifeworks Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-19 |
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