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425 Houston Street Suite 575, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
425 Houston Street Suite 575, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Labrum Wealth Management, Llc | Fort Worth | TX | 07/2015 | 03/2019 |
| Intelligence Driven Advisers, Llc | Fort Worth | TX | 07/2015 | 10/2025 |
| Moffatt Financial Strategies | Fort Worth | TX | 10/2025 | Present |
1) LWM INSURANCE SOLUTIONS; INV RELATED; 420 THROCKMORTON STREET, SUITE 200 FORT WORTH TX 76102; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS. 2) I remain employed at my current firm, Intelligence Driven Advisers until 10/03/2025, as an IAR, I receive no commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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