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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-23 |
Branch Locations
25220 Hancock Ave. Suite 310, Murrieta, CA 92562 • United States
2792 Gateway Road, Carlsbad, CA 92009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intelligence Driven Advisers | Murrieta | CA | 07/2023 | Present |
| Cl Olson And Associates Dba. Irvine Welding | Irvine | CA | 07/2007 | 07/2019 |
| Signature Real Estate Group | Murrieta | CA | 11/2015 | 09/2019 |
| Derek Long Realtor Corp. | Murrieta | CA | 09/2019 | Present |
I am an officer in Derek Long Realtor Corp. The address is 40403 Crystal Aire Ct, Murrieta. It is not investment related. It is used to conduct residential real estate transactions for clients and referral business related to real estate transactions for clients, compensation is paid in the form of commissions. Derek Long Realtor Corp has an independent contractor agreement with Signature Real Estate Group (real estate broker for the transactions). My position is President of Derek Long Realtor Corp. The corporation was started in October on 2019. I spend approximately 2 hours a month on maintaining the business and zero hours during securities trading hours. My primary duties are maintaining the books for the business, insurances, and licenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
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