Zachary Grimes has been an investment adviser representative at Lifeworks Advisors since May 2026, 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.
Zachary Grimes’ longest registration was 4 years at Texas Capital Bank Private Wealth Advisors (2022–2026). Before joining Lifeworks Advisors in 2026, Zachary Grimes was registered through Texas Capital Bank Private Wealth Advisors.
- Lifeworks Advisors, LLCCurrent– present · under a yearAustin, TX · Adviser representative · Firm CRD 288255
- Texas Capital Bank Private Wealth Advisors– · 4 yearsAustin, TX · Adviser representative · Firm CRD 298422
Investment adviser representative registrations
Zachary Grimes is registered as an investment adviser representative in Texas, since May 2026.
- TexasSince 19 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 May 2022 |
| Series 7TO | General Securities Representative Examination | 10 January 2022 |
| SIE | Securities Industry Essentials Examination | 7 May 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Kyle Grimes
- CRD
- 6324984
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Grimes work?
Zachary Grimes is an investment adviser representative registered through Lifeworks Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Grimes a financial advisor?
Yes. Zachary Grimes has a current investment-adviser registration in Texas, through Lifeworks Advisors since May 2026.
How many years of experience does Zachary Grimes have?
Zachary Grimes has 4 years in the financial industry, since January 2022, across 2 adviser firms.
What exams has Zachary Grimes passed?
Zachary Grimes has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2021.
Where is Zachary Grimes based?
Zachary Grimes’ registered office is in Austin, TX.
Is Zachary Grimes registered with FINRA?
No. Zachary Grimes has no current broker registration.
How can I verify Zachary Grimes’ record?
Search CRD 6324984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Grimes’ full registration record.
