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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 APPROVED 2023-03-29
  • CA RA
    APPROVED
    Since 2023-03-29

Branch Locations

Laguna Beach, CA • United States

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
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2014 07/2022
Northwestern Mutual Investment Services, Llc Newport Beach CA 06/2015 07/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2017 07/2022
Mcilrath & Eck, Llc Anaheim Hills CA 07/2022 03/2023
Sole Proprietor Fitness Products Sales Newport Beach CA 01/2019 06/2021
Lifeworks Advisors, Llc Grand Rapids MI 03/2023 Present
  • 02/2014 → 07/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2015 → 07/2022
    Northwestern Mutual Investment Services, Llc
    Newport Beach, CA
  • 10/2017 → 07/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2022 → 03/2023
    Anaheim Hills, CA
  • 01/2019 → 06/2021
    Sole Proprietor Fitness Products Sales
    Newport Beach, CA
  • 03/2023 → Present
    Grand Rapids, MI
Previous Registrations
Other Businesses

Independent Insurance Agent. Yes. Sale of insurance products , life, health, and variable products. 20 hours per month spent on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-29
S63 Uniform Securities Agent State Law Examination 2016-01-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-29
  • S63 Uniform Securities Agent State Law Examination
    2016-01-05

View on SEC IAPD

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