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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-22 |
Branch Locations
Scottsdale, AZ • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-09-23 |
| AZ | RA | APPROVED | 2023-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeworks Advisors, Llc | Scottsdale | AZ | 05/2026 | Present |
| Goldbook Financial | Scottsdale | AZ | 06/2019 | 08/2023 |
| Arizona State University | Tempe | AZ | 08/2015 | 05/2019 |
| Mml Investors Services, Llc | Scottsdale | AZ | 10/2020 | 08/2023 |
| Wealthbound Advisors | Scottsdale | AZ | 08/2023 | Present |
1) Licensed Insurance Agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) On a temporary and transitional basis, Sean Rawlings will be dually registered as an Investment Advisor Representative ("IAR") with WealthBound Advisors and Lifeworks Advisors, LLC. WealthBound Advisors and Lifeworks Advisors, LLC are not affiliated entities. Following the transition of clients from WealthBound Advisors to Lifeworks Advisors, LLC, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
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