Darcy Jones Wadsworth

Current Employers

Employment History

• 10/2009 → 03/2019
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 06/2017 → Present
  Ocean Equity Partners, Llc
  Big Pine Key, FL
• 12/2018 → Present
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 04/2005 → Present
  Ez Dz It, Inc.
  Summerland Key, FL

Previous Registrations

• 2010-09-28 → 2019-03-01
  Labrum Wealth Management, Llc
  Carlsbad, CA
  Murrieta, CA
  Summerland Key, FL
  Big Pine Key, FL
  Summerland Key, FL
• 2009-11-16 → 2009-12-31
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 2009-06-01 → 2009-12-10
  Morgan Stanley
  Temecula, CA
  Carlsbad, CA
• 2003-10-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Temecula, CA
  Temecula, CA
• 2003-05-30 → 2003-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Temecula, CA

Other Businesses

1)INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; INV RELATED; 25220 HANCOCK AVE, SUITE 310, MURRIETA, CA 92562 AND SUMMERLAND KEY, FL; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2009; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS. 2) OCEAN EQUITY PARTNERS, LLC, NOT INVESTMENT RELATED, COMMERCIAL REAL ESTATE RENTAL, MANAGING MEMBER, 50% OWNERSHIP, START DATE 6/19/17, 6-10 HOURS PER MONTH, 1-5 HOURS PER MONTH DURING SECURITIES TRADING HOURS, DESCRIPTION OF DUTIES: COMMERCIAL REAL ESTATE PROPERTY MANAGER 3) EZ DZ IT, INC., INV RELATED; 24989 HUNT LANE, SUMMERLAND KEY, FL 33042; INV. COUNSELING; PRESIDENT AND OWNER; 1- 5 HRS/MO; 1 -5 HRS/MO DURING TRADING HOURS 4) LOWER KEYS CHAMBER OF COMMERCE; 31020 OVERSEAS HWY, BIG PINE KEY, FL 33043; BUSINESS ADVOCACY ORGANIZATION; BOARD MEMBER; 1- 5 HRS/MO; 0 HRS/MO DURING TRADING HOURS 5) ROTARY CLUB OF BIG PINE & LOWER KEYS; PO BOX 431957 BIG PINE KEY, FL 33043; BUSINESS AND PROFESSIONAL INTERNATIONAL SERVICE ORGANIZATION; SECRETARY AND BOARD MEMBER; 1- 5 HRS/MO; 1 -5 HRS/MO DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2003-05-27
• S63 Uniform Securities Agent State Law Examination
  2000-10-25

Designations

Other Names

• Darcy Lynn Winn
• Darcy L Jones
• Darcy Jones Wadsworth
• Darcy Lynn Jones