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Mark Gordon Hemenway

Lifeworks Advisors, LLC

Grand Rapids, MI

Danvers, MA

CRD 7306989

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Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-21
  • MA RA
    APPROVED
    Since 2023-12-21

Branch Locations

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

Danvers, MA • 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
Bankers Life Waltham MA 08/2020 12/2023
Benevento Comapanies Wilmington MA 05/2008 03/2020
Unemployed Waltham MA 04/2020 07/2020
Bankers Life Securities Waltham MA 11/2020 12/2023
Bankers Life Advisory Services Waltham MA 11/2020 12/2023
Lifeworks Advisors, Llc Danvers MA 12/2023 Present
  • 08/2020 → 12/2023
    Bankers Life
    Waltham, MA
  • 05/2008 → 03/2020
    Benevento Comapanies
    Wilmington, MA
  • 04/2020 → 07/2020
    Unemployed
    Waltham, MA
  • 11/2020 → 12/2023
    Bankers Life Securities
    Waltham, MA
  • 11/2020 → 12/2023
    Bankers Life Advisory Services
    Waltham, MA
  • 12/2023 → Present
    Danvers, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-04
  • S66 Uniform Combined State Law Examination
    2020-11-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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