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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exton Kings Ice Hockey | Exton | PA | 08/2014 | 09/2016 |
| Newport Beach Country Club | Newport Beach | CA | 10/2016 | 10/2018 |
| Capstone Partners Financial And Insurance Services, Llc | Newport Beach | CA | 11/2018 | 05/2019 |
| Mutual Of America Life Insurance Company | Long Beach | CA | 06/2019 | 01/2020 |
| Mutual Of America Securities Llc | Long Beach | CA | 06/2019 | 01/2020 |
| Mutual Of America Life Insurance Company | San Diego | CA | 01/2020 | 04/2021 |
| Mutual Of America Securities Llc. | San Diego | CA | 01/2020 | 04/2021 |
| Intelligence Driven Advisers Llc | Carlsbad | CA | 04/2021 | Present |
1) INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2021; LESS THAN 1 HRS/MO; 0 HRS/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-16 |
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