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Brian Christian Peterson

Intelligence Driven Advisers, LLC

Carlsbad, CA

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Current Employers
Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-19
  • CA RA
    APPROVED
    Since 2023-05-19

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
OrganizationCityStateFromTo
Tri-Ad Escondido CA 12/2011 12/2021
Mutual Of America San Diego CA 01/2022 03/2023
Intelligence Driven Advisers Carlsbad CA 04/2023 Present
  • 12/2011 → 12/2021
    Tri-Ad
    Escondido, CA
  • 01/2022 → 03/2023
    Mutual Of America
    San Diego, CA
  • 04/2023 → Present
    Intelligence Driven Advisers
    Carlsbad, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-19
S63 Uniform Securities Agent State Law Examination 2022-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-05-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-25

View on SEC IAPD

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Other Offices

COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CARLSBAD, CA

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