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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED_RES | 2022-06-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2012 | 11/2016 |
| Northwestern Mutual Investment Services, Llc | Grand Rapids | MI | 07/2013 | 11/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2016 | 07/2017 |
| Mass Mutual Life Insurance Company | Grand Rapids | MI | 11/2016 | 07/2017 |
| Mml Investors Services | Grand Rapids | MI | 11/2016 | 07/2017 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 07/2017 | Present |
NAME: LIFEWORKS ADVISORS LLC INV REL: Y ADDR: 4095 PARK E CT SE STE C GRAND RAPIDS MI 49546 NATURE: LIFE, DI, LTC, ANNUITIES POSITION: SALES, AGENT START: 11/2016 NO HRS/MO: 180 NO HRS/MO DUR TRADING: 160.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-31 |
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