Carson James Grover

Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 11/2016
  Rsi Marketing
  Logan, UT
• 12/2016 → 04/2020
  Oneamerica Securities, Inc.
  Logan, UT
• 04/2020 → 01/2021
  Heritage Wealth Management, Llc
  Logan, UT
• 01/2021 → 05/2022
  Onyx Bridge Wealth Group Llc
  Logan, UT
• 05/2022 → 06/2024
  Coppell Advisory Solutions Llc, Dba Fusion Capital Management
  Logan, UT
• 03/2017 → 04/2020
  Oneamerica Securities, Inc.
  Logan, UT
• 06/2024 → Present
  Lifeworks Advisors, Llc
  Logan, UT

Previous Registrations

• 2022-05-03 → 2024-09-06
  Coppell Advisory Solutions Llc
  Logan, UT
  Dallas, TX
• 2021-01-26 → 2022-05-02
  Onyx Bridge Wealth Group Llc
  Logan, UT
  Tarrytown, NY
• 2020-04-15 → 2021-01-26
  Heritage Wealth Management, Llc
  Logan, UT
  Phoenix, AZ
• 2017-03-23 → 2020-04-09
  Oneamerica Securities, Inc.
  Logan, UT
  Idaho Falls, ID
  Nampa, ID
  Indianapolis, IN

Other Businesses

1) Innovation Insurance; Not investment-related; 701 S Main St, 330, Logan, UT. 84335; Insurance sales; Recommendation of insurance products; Start date: 06/11/2024; Approx. 5% of time per month. 2) Innovation Consulting, LLC; Not investment-related; 701 S Main St, 330, Logan, UT; CEO and Owner; Tax strategy and exit planning consulting; Start date: 06/04/2024; Approx. 15% of time per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-09
• S63 Uniform Securities Agent State Law Examination
  2016-12-28