ROBERT MATTHEW SWEAS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with LIFEWORKS ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | 2026-07-28 | present | Yes |
| IPI WEALTH MANAGEMENT, INC. | 2026-04-16 | 2026-07-20 | — |
| KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | 2026-01-02 | 2026-04-15 | — |
| ARETE WEALTH ADVISORS, LLC | 2023-06-29 | 2026-03-23 | — |
| AUSDAL FINANCIAL PARTNERS, INC. | 2010-01-07 | 2023-07-03 | — |