# Carson James Grover

Carson James Grover is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with LIFEWORKS ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIFEWORKS ADVISORS, LLC](https://search.stillhousedata.com/firm/288255) | 2024-06-25 | present | Yes |
| [COPPELL ADVISORY SOLUTIONS LLC](https://search.stillhousedata.com/firm/156549) | 2022-05-03 | 2024-09-06 | — |
| [ONYX BRIDGE WEALTH GROUP LLC](https://search.stillhousedata.com/firm/306097) | 2021-01-26 | 2022-05-02 | — |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/287909) | 2020-04-15 | 2021-01-26 | — |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2017-03-23 | 2020-04-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6728419)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6728419.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.