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RIA / WealthAdvisorCertified Financial Planner25 years in industry

DARCY JONES WADSWORTH

Advisor at INTELLIGENCE DRIVEN ADVISERS, LLC

Summerland Key, FL | MURRIETA, CA | CARLSBAD, CA

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Search this name across graphsid dfx:ria:1c21e420-c61a-c74c-60ff-e136d6c53f50

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 30, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTELLIGENCE DRIVEN ADVISERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 25, 2000
First registration: May 30, 2003
Dual registered: no
Other names: DARCY LYNN WINN|DARCY L JONES|DARCY JONES WADSWORTH|DARCY LYNN JONES
IAPD individual key: 4252453

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTELLIGENCE DRIVEN ADVISERS, LLC	Independent wealth	Jan 1, 2025	n/a	yes	Summerland Key, FL\|MURRIETA, CA\|CARLSBAD, CA	Current employment
LABRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 28, 2010	Mar 1, 2019	no	CARLSBAD, CA\|MURRIETA, CA\|Summerland Key, FL\|Big Pine Key, FL\|Summerland Key, FL	Previous registration
LABRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 16, 2009	Dec 31, 2009	no	CARLSBAD, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 10, 2009	no	TEMECULA, CA\|CARLSBAD, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 31, 2003	Jun 1, 2009	no	TEMECULA, CA\|TEMECULA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 30, 2003	Nov 10, 2003	no	TEMECULA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LABRUM WEALTH MANAGEMENT, LLC	INTELLIGENCE DRIVEN ADVISERS, LLC	Mar 1, 2019	Jan 1, 2025	2,133	Firm change after gap	RIA to RIA
MORGAN STANLEY	LABRUM WEALTH MANAGEMENT, LLC	Dec 10, 2009	Nov 16, 2009	-24	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Nov 10, 2003	Oct 31, 2003	-10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150734:299589:FL:2019-03-01	Mar 1, 2019	Jan 1, 2025	SUMMERLAND KEY, FL	Firm change after gap

Relationships

Registered with (5)

→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ LABRUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 28, 2010 to Mar 1, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 10, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 31, 2003 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 30, 2003 to Nov 10, 2003factForm ADV

Dated events

No dated event names this entity yet.