Carson J. Grover

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CRD#: 6728419

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carson James Grover was a registered financial professional .

Carson is a previously registered financial professional and started their career in finance in 2016. Carson had worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Aliases

None

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. The owner of Innovation Consulting, LLC a company that offers tax mitigation services. Mr. Grover nor Innovation Consulting, LLC have signatory authority for any accounting activities. 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. 2. A financial affiliated business as an insurance agent with Innovation Insurance, LLC. 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. 3. Innovation Advisors, LLC a company that offers business management services. 4. The owner of Wealth Innovation Group Holdings, LLC a holding company. 5. The owner of Grover Enterprises, LLC, a holding company. 6. The owner of Innovation Insurance, LLC a company providing insurance sales and services. 7. Agent for Elite Assurance Team and Allegis Financial Partners for insurance purposes.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 25, 2024 - September 30, 2026

LIFEWORKS ADVISORS, LLC

RIA

CRD#: 288255

Logan, UT

Past

May 3, 2022 - September 6, 2024

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Logan, UT

Past

January 26, 2021 - May 2, 2022

ONYX BRIDGE WEALTH GROUP LLC

RIA

CRD#: 306097

Logan, UT

Past

April 15, 2020 - January 26, 2021

HERITAGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 287909

Logan, UT

Past

March 23, 2017 - April 9, 2020

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

LOGAN, UT

Past

December 22, 2016 - April 9, 2020

ONEAMERICA SECURITIES, INC.

CRD#: 4173

LOGAN, UT

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".

LIFEWORKS ADVISORS, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 3/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 12/28/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 2/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 12/22/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFEWORKS ADVISORS, LLC

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)

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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

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFEWORKS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (6/17/2026)

Regulatory assets under management

Total Number of Accounts	4,836
AUM (Assets Under Management)	$ 966,701,542

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.

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Advisor Monitoring

Firm Stability Insights

Carson J. Grover

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COPPELL ADVISORY SOLUTIONS LLC

ONYX BRIDGE WEALTH GROUP LLC

HERITAGE WEALTH MANAGEMENT, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

LIFEWORKS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/9/2017

Series 63

Passed: 12/28/2016

Series 7TO

Passed: 2/27/2019

SIE

Passed: 10/1/2018

Series 6

Passed: 12/22/2016

Current Firm

LIFEWORKS ADVISORS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFEWORKS ADVISORS, LLC

TRUST BUT VERIFY

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