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Current Employers
Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-17
  • CA RA
    APPROVED
    Since 2026-07-17

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
Intelligence Driven Advisers Carlsbad CA 04/2026 Present
American Assets Capital Advisers, Llc San Diego CA 10/2017 11/2025
Unviersity Of San Diego San Diego CA 09/2014 01/2018
Unemployed San Diego CA 12/2025 03/2026
  • 04/2026 → Present
    Intelligence Driven Advisers
    Carlsbad, CA
  • 10/2017 → 11/2025
    American Assets Capital Advisers, Llc
    San Diego, CA
  • 09/2014 → 01/2018
    Unviersity Of San Diego
    San Diego, CA
  • 12/2025 → 03/2026
    Unemployed
    San Diego , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-16

View on SEC IAPD

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