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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade - Charles Schwab & Co., Inc. | San Diego | CA | 11/2012 | 01/2024 |
| Lpl Financial Llc | San Diego | CA | 04/2024 | 08/2025 |
| Intelligence Driven Advisers | Carlsbad | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-08 |
| S66 | Uniform Combined State Law Examination | 2012-08-31 |
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