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Alex Andre Jean Mathe-Cathala

Lifeworks Advisors, LLC

Grand Rapids, MI

Huntington Beach, CA

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Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

Huntington Beach, CA • 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
Lifeworks Advisors Grand Rapids MI 01/2021 Present
Hec Paris Jouy En Josas 06/2015 06/2019
Rothschild Paris 07/2017 12/2017
Morgan Stanley London 01/2018 06/2018
Massachusetts Institute Of Technology Cambridge MA 06/2018 06/2019
Aimvest Technologies Inc New York NY 09/2019 12/2020
  • 01/2021 → Present
    Lifeworks Advisors
    Grand Rapids, MI
  • 06/2015 → 06/2019
    Hec Paris
    Jouy En Josas
  • 07/2017 → 12/2017
    Rothschild
    Paris
  • 01/2018 → 06/2018
    Morgan Stanley
    London
  • 06/2018 → 06/2019
    Massachusetts Institute Of Technology
    Cambridge, MA
  • 09/2019 → 12/2020
    Aimvest Technologies Inc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16

View on SEC IAPD

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