DA
Derek A Ghia
CRD 5413223
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Lifeworks Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Greensview Wealth Management Llc
Chief Executive Officer · Less than 5% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗