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Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-10
  • CO RA
    APPROVED
    Since 2026-03-10

Branch Locations

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

Highlands Ranch, CO • 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
The Brian Petrelli Team Littleton CO 04/2023 08/2024
Metro Care Ambulance Aurora CO 02/2023 03/2023
Vaned Real Estate School Centennial CO 12/2020 05/2021
Rock Solid 4X4 Greenwood Village CO 09/2019 12/2020
Rubio's Coastal Grill Highlands Ranch CO 05/2019 09/2019
King Soopers Highlands Ranch CO 01/2019 05/2019
Mountain Ridge Middle School Highlands Ranch CO 08/2015 05/2017
Mountain Vista Highschool Highlands Ranch CO 08/2017 05/2021
Equitable Advisors, Llc New York NY 08/2024 02/2026
The Brian Petrelli Team Littleton CO 05/2021 01/2023
Lifeworks Advisors, Llc Highlands Ranch CO 02/2026 Present
  • 04/2023 → 08/2024
    The Brian Petrelli Team
    Littleton, CO
  • 02/2023 → 03/2023
    Metro Care Ambulance
    Aurora, CO
  • 12/2020 → 05/2021
    Vaned Real Estate School
    Centennial, CO
  • 09/2019 → 12/2020
    Rock Solid 4X4
    Greenwood Village, CO
  • 05/2019 → 09/2019
    Rubio's Coastal Grill
    Highlands Ranch, CO
  • 01/2019 → 05/2019
    King Soopers
    Highlands Ranch, CO
  • 08/2015 → 05/2017
    Mountain Ridge Middle School
    Highlands Ranch, CO
  • 08/2017 → 05/2021
    Mountain Vista Highschool
    Highlands Ranch, CO
  • 08/2024 → 02/2026
    New York, NY
  • 05/2021 → 01/2023
    The Brian Petrelli Team
    Littleton, CO
  • 02/2026 → Present
    Highlands Ranch, CO
Previous Registrations
  • 2024-11-19 → 2026-02-05
    Highlands Ranch, CO
    Greenwood Village, CO
    Greenwood Village, CO
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Licensed real estate agent; Not investment-related; Same address; Non-practicing, license remains active; 0% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15
Other Names
  • Joseph Petrelli
  • Joe Petrelli

View on SEC IAPD

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