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Isaiah Peterson

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 2024-10-05
  • MI RA
    APPROVED
    Since 2024-10-05

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 04/2024 Present
Burgess Concrete Moline MI 05/2019 09/2022
Grand Valley State University Allendale MI 04/2018 08/2019
Younkers Grandville MI 06/2017 06/2018
Arby's Hudsonville MI 06/2016 07/2017
Grand Valley State University Allendale MI 09/2020 04/2024
High School Jenison MI 09/2014 06/2018
  • 04/2024 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
  • 05/2019 → 09/2022
    Burgess Concrete
    Moline, MI
  • 04/2018 → 08/2019
    Grand Valley State University
    Allendale, MI
  • 06/2017 → 06/2018
    Younkers
    Grandville, MI
  • 06/2016 → 07/2017
    Arby's
    Hudsonville, MI
  • 09/2020 → 04/2024
    Grand Valley State University
    Allendale, MI
  • 09/2014 → 06/2018
    High School
    Jenison, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04

View on SEC IAPD

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