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Current Employers
Intelligence Driven Advisers, Llc

2792 Gateway Road, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

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
Labrum Wealth Management, Llc Carlsbad CA 06/2015 03/2019
Intelligence Driven Advisers, Llc Carlsbad CA 12/2018 Present
Previous Registrations
  • 2017-01-01 → 2019-03-01
    Labrum Wealth Management, Llc
    Carlsbad, CA
Other Businesses

1) LWM INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-28
  • S65 Uniform Investment Adviser Law Examination
    2016-12-28

View on SEC IAPD

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