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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
6500 River Place Blvd Building 7, Suite, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeworks Advisors, Llc | Austin | TX | 01/2026 | Present |
| Brookstone Wealth Advisors, Llc | Austin | TX | 06/2015 | 01/2026 |
1) Licensed insurance agent; Not investment-related; Austin, TX, 78730; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-02 |
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