Robert Eli Caldwell is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with LIFEWORKS ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | 2024-01-09 | present | Yes |
| GREENSVIEW WEALTH MANAGEMENT | 2024-01-04 | 2024-01-15 | — |
| GREENSVIEW WEALTH MANAGEMENT | 2018-10-09 | 2023-12-31 | — |