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Thomas Carl Herin

Lifeworks Advisors, LLC

Grand Rapids, MI

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Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-10
  • MI RA
    APPROVED
    Since 2025-11-10

Branch Locations

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • 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, Llc Grand Rapids MI 12/2024 Present
Corewell Health Grand Rapids MI 08/2016 12/2024
Amway Hotel Corporation Grand Rapids MI 08/2011 08/2017
  • 12/2024 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
  • 08/2016 → 12/2024
    Corewell Health
    Grand Rapids, MI
  • 08/2011 → 08/2017
    Amway Hotel Corporation
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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