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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
135 S State College Blvd #200, Brea, CA 92821 • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeworks Advisors, Llc | Brea | CA | 07/2025 | Present |
| Green Dot Bank | Austin | TX | 02/2024 | Present |
| Azusa Pacific University | Azusa | CA | 08/2018 | 05/2023 |
| Claremont High School | Claremont | CA | 08/2014 | 06/2018 |
| Unemployed | N/A | XX | 06/2023 | 01/2024 |
1) Green Dot Bank; Not investment-related; 114 W 7th St Ste 240, Austin, TX 78701-3050; Staff Accountant; Accounts Receivable, Accounts Payable, Entry level journal entries; 15 hours / month; 15 hours during securities trading hours. 2) Bright Advisers; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activities conducted with Lifeworks Advisors, LLC; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
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