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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 |
|---|---|---|---|---|
| Labrum Wealth Management, Llc | Carlsbad | CA | 08/2012 | 03/2019 |
| Invictus Real Estate Partners, Llc | Carlsbad | CA | 07/2016 | Present |
| Intelligence Driven Advisers, Llc | Carlsbad | CA | 11/2018 | Present |
1) INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2019; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS. 2) INVICTUS REAL ESTATE PARTNERS, LLC ("RE PARTNERS"); INV RELATED; 6128 INNOVATION WAY, CARLSBAD, CA 92009; REAL ESTATE MANAGEMENT FIRM & MANAGING MEMBER OF INVICTUS TOTAL RETURN REAL ESTATE FUND 1; OWNER; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-03 |
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