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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beta Wealth Group, Inc | San Diego | CA | 09/2012 | 06/2017 |
| Labrum Wealth Management, Llc | Carlsbad | CA | 09/2017 | 03/2019 |
| Intelligence Driven Advisers, Llc | Carlsbad | CA | 12/2018 | Present |
1) LWM INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
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