DV
Darren J. Vilardo
LIFEWORKS ADVISORS
Lowell, AR 72745
Some features on this profile are disabled
CRD#: 1996281
DV
Professional summary
Darren James Vilardo SR, who also goes by Darren James VIlardo, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Lowell, Arkansas.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Darren has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darren James Vilardo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Tekton Wealth Insurance Services, LLC; investment-related; 213 W. Monroe Ave., Suite F, Lowell, AR. 72745; Life insurance, annuity, and long-term insurance sales; Insurance agent; 10/01/2024; 20 hours per month; 10 during trading hours; Implementing insurance solutions for financial planning and investment advisory clients, this would sales and service of insurance products. 2) On a temporary and transitional basis, Darren Vilardo will be dually registered as an investment advisor representative with Lifeworks Advisors, LLC and Delta Investment Management, LLC. Lifeworks Advisors, LLC and Delta Investment Management, LLC are not affiliate entities.
CRS (Client Relationship Summary) - RIA
Click below to view Darren James Vilardo SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 13, 2025 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 213 W. Monroe Avenue Suite F, Lowell, AR 72745RIA
CRD#: 288255
Lowell, AR
Past
September 16, 2024 - January 16, 2025
TEKTON WEALTH ADVISORS
RIA
CRD#: 333039
Lowell, AR
Past
October 14, 2020 - April 7, 2025
DELTA INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 149596
Lowell, AR
Past
August 7, 2014 - November 3, 2020
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Prescott, AZ
Past
February 13, 2013 - August 22, 2014
STARFOX FINANCIAL SERVICES, LLC
RIA
CRD#: 142758
RANCHO CUCAMANGA, CA
Past
February 17, 2010 - January 3, 2013
COOPER MCMANUS
RIA
CRD#: 111458
RANCHO CUCAMONGA, CA
Past
February 16, 2010 - January 7, 2013
SECURITIES AMERICA, INC.
BD
CRD#: 10205
RANCHO CUCAMONGA, CA
Past
February 9, 2009 - February 17, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
REDLANDS, CA
Past
February 6, 2009 - February 17, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
REDLANDS, CA
Past
March 27, 2002 - February 26, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CLARMONT, CA
Past
March 25, 2002 - February 26, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CLARMONT, CA
Past
May 27, 1999 - April 1, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 3, 1997 - April 2, 1999
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
OAKLAND, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(3/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 200-6512
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
