Elliot Borge has been an investment adviser representative at Lifeworks Advisors since November 2025, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Elliot Borge’s longest registration was 3 years at Northwestern Mutual Investment Services,llc (2022–2025). Before joining Lifeworks Advisors in 2025, Elliot Borge was registered through Northwestern Mutual Investment Services,llc and First Trust Advisors LP.
- Lifeworks Advisors, LLCCurrent– present · under a yearToledo, OH · Adviser representative · Firm CRD 288255
- Northwestern Mutual Investment Services,llc– · 3 yearsToledo, OH · Adviser representative · Firm CRD 2881
- First Trust Advisors LP– · 2 yearsWheaton, IL · Adviser representative · Firm CRD 107027
Investment adviser representative registrations
Elliot Borge is registered as an investment adviser representative in Ohio, since November 2025.
- OhioSince 24 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 June 2019 |
| Series 7TO | General Securities Representative Examination | 10 June 2019 |
| SIE | Securities Industry Essentials Examination | 20 May 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Elliot Parker Borge
- CRD
- 7130844
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Toledo, OH
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Elliot Borge work?
Elliot Borge is an investment adviser representative registered through Lifeworks Advisors, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Elliot Borge a financial advisor?
Yes. Elliot Borge has a current investment-adviser registration in Ohio, through Lifeworks Advisors since November 2025.
How many years of experience does Elliot Borge have?
Elliot Borge has 7 years in the financial industry, since September 2019, across 3 adviser firms.
What exams has Elliot Borge passed?
Elliot Borge has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2019.
Where did Elliot Borge work before Lifeworks Advisors?
Before Lifeworks Advisors, Elliot Borge was registered through Northwestern Mutual Investment Services,llc, February 2022 to November 2025; First Trust Advisors LP, June 2019 to November 2021.
Where is Elliot Borge based?
Elliot Borge’s registered office is in Toledo, OH.
Is Elliot Borge registered with FINRA?
No. Elliot Borge has no current broker registration.
How can I verify Elliot Borge’s record?
Search CRD 7130844 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elliot Borge’s full registration record.
