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Christopher V Mercer

Lifeworks Advisors, LLC

Grand Rapids, MI

Glenview, IL

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Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09

Branch Locations

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

Glenview, IL • 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
Scottrade, Inc. Chicago IL 05/2009 02/2018
Td Ameritrade, Inc. Northbrook IL 02/2018 03/2024
Charles Schwab And Co., Inc. Northbrook IL 12/2022 03/2024
Lifeworks Advisors, Llc Glenview IL 04/2024 Present
  • 05/2009 → 02/2018
    Scottrade, Inc.
    Chicago, IL
  • 02/2018 → 03/2024
    Td Ameritrade, Inc.
    Northbrook, IL
  • 12/2022 → 03/2024
    Charles Schwab And Co., Inc.
    Northbrook, IL
  • 04/2024 → Present
    Glenview, IL
Previous Registrations
  • 2022-01-26 → 2024-04-10
    Northbrook, IL
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Chicago, IL
    Chicago, IL
    Northbrook, IL
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Chicago, IL
    Northbrook, IL
    Chicago, IL
  • 2017-02-13 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1) Licensed Insurance Agent; Not investment-related; 2325 Greenfield Dr, Glenview, IL 60025; Insurance sales; Implementations of insurance recommendations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S66 Uniform Combined State Law Examination
    2017-02-13
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03
Other Names
  • Chris V Mercer

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