Derek A Ghia

Current Employers

Lifeworks Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-01-09

TN RA
APPROVED

Since 2024-01-09

Branch Locations

Franklin, TN • United States

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

Organization	City	State	From	To
Morningstar Investment Services	Chicago	IL	05/2016	03/2018
Greensview Wealth Management	Franklin	TN	07/2018	12/2021
United Advisors Services, Llc	New York	NY	03/2018	07/2018
Greensview Wealth Management	Franklin	TN	01/2022	12/2023
Lifeworks Advisors, Llc D/B/A North Corner Wealth	Franklin	TN	01/2024	Present

05/2016 → 03/2018

Morningstar Investment Services

Chicago, IL
07/2018 → 12/2021

Greensview Wealth Management

Franklin, TN
03/2018 → 07/2018

United Advisors Services, Llc

New York, NY
01/2022 → 12/2023

Greensview Wealth Management

Franklin, TN
01/2024 → Present

Lifeworks Advisors, Llc D/B/A North Corner Wealth

Franklin, TN

Previous Registrations

2024-01-04 → 2024-01-15

Greensview Wealth Management

Franklin, TN
2018-08-08 → 2023-12-31

Greensview Wealth Management

Franklin, TN
2018-03-16 → 2018-09-12

United Advisors Services, Llc

Chicago, IL
2010-08-12 → 2018-03-09

Morningstar Investment Services Llc

Chicago, IL

Chicago, IL

Chicago, IL

Other Businesses

Derek Ghia Insurance Producer Yes:Investement related, 501 Corporate Centre Dr. Suite 315 Franklin, TN 37067, 2001 N Clybourn Suite 302 Chicago, IL 60614 Began: July 2018;10 hrs/month; 10 hrs during trading hours. Fixed insurance consultation and sales.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-10

S66 Uniform Combined State Law Examination

2008-12-10

Designations

View on SEC IAPD