Best Investors Account Sign in
Inactive

Hunter Pearson Daniel

Intelligence Driven Advisers, LLC

Carlsbad, CA

Claim This Profile
Current Employers
Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-14
  • CA RA
    APPROVED
    Since 2026-05-14

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
Dowling & Yahnke, Llc San Diego CA 10/2017 07/2022
Goldman Sachs Salt Lake City UT 07/2014 10/2017
Morton Wealth Calabasas CA 07/2022 04/2026
Intelligence Driven Advisers Carlsbad CA 04/2026 Present
  • 10/2017 → 07/2022
    Dowling & Yahnke, Llc
    San Diego, CA
  • 07/2014 → 10/2017
    Goldman Sachs
    Salt Lake City, UT
  • 07/2022 → 04/2026
    Morton Wealth
    Calabasas, CA
  • 04/2026 → Present
    Intelligence Driven Advisers
    Carlsbad, CA
Previous Registrations
  • 2022-07-08 → 2026-04-21
    Morton Wealth
    Calabasas, CA
  • 2018-01-12 → 2022-07-05
    Dowling & Yahnke, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-12
  • S65 Uniform Investment Adviser Law Examination
    2018-01-12
Designations
Other Names
  • Hunter P Daniel

View on SEC IAPD

Other Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING SOLUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

Other Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
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

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor