Steven Dougan

Current Employers

Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-09

CA RA
APPROVED

Since 2026-04-09

Branch Locations

2792 Gateway Road, Carlsbad, CA 92009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ida Wealth	Carlsbad	CA	03/2026	Present
Marathon Group Financial	Murrieta	CA	05/2025	01/2026
Doorvest	San Francisco	CA	02/2021	10/2024
Loftium	Seattle	WA	08/2018	04/2020
Ao Globe Life	Redmond	WA	01/2012	03/2017
Education	Carlsbad	CA	11/2024	02/2025
Travel	Seattle	WA	05/2020	01/2021
Self Employed	Redmond	WA	04/2017	07/2018

03/2026 → Present

Ida Wealth

Carlsbad, CA
05/2025 → 01/2026

Marathon Group Financial

Murrieta, CA
02/2021 → 10/2024

Doorvest

San Francisco, CA
08/2018 → 04/2020

Loftium

Seattle, WA
01/2012 → 03/2017

Ao Globe Life

Redmond, WA
11/2024 → 02/2025

Education

Carlsbad, CA
05/2020 → 01/2021

Travel

Seattle, WA
04/2017 → 07/2018

Self Employed

Redmond, WA

Other Businesses

- Sruthan LLC, - Real estate investment - 7085 Hwy 2 E Columbia Falls Mt 59912 - short term rental - Owner - 2021 - 5 hours - 0 hours - Operations, marketing, banking, and client service

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-27

S65 Uniform Investment Adviser Law Examination

2025-01-27

View on SEC IAPD

Current Employers

Intelligence Driven Advisers, Llc

Disclosures

Employment History

Other Businesses

Exams

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