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RIA / WealthAdvisorPersonal Financial Specialist27 years in industry

CHAD JEFFREY GREENBERG

Advisor at INTELLIGENCE DRIVEN ADVISERS, LLC

CARLSBAD, CA | Englewood, CO

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Search this name across graphsid dfx:ria:bf90bff1-5cef-56fa-3847-4524d0e5b848

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 18, 1999 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: Jun 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S63
First exam: Jan 18, 2011
First registration: Jun 18, 1999
Dual registered: no
IAPD individual key: 4370579

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	Oct 19, 2023	n/a	yes	Englewood, CO\|CARLSBAD, CA	Current employment
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Feb 1, 2023	Sep 15, 2023	no	LOUISVILLE, CO\|Englewood, CO	Previous registration
361 CAPITAL LLC	Former SEC adviser	May 21, 2010	Oct 16, 2017	no	DENVER, CO	Previous registration
TRANSITIONS WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 18, 1999	Aug 16, 2002	no	GREENWOOD VILLAGE, CO	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
GENEOS WEALTH MANAGEMENT, INC.	INTELLIGENCE DRIVEN ADVISERS, LLC	Sep 15, 2023	Oct 19, 2023	34	Firm change	Ibd to RIA
361 CAPITAL LLC	GENEOS WEALTH MANAGEMENT, INC.	Oct 16, 2017	Feb 1, 2023	1,934	Firm change after gap	Other
TRANSITIONS WEALTH MANAGEMENT, LLC	361 CAPITAL LLC	Aug 16, 2002	May 21, 2010	2,835	Firm change after gap	Other

Relationships

Registered with (4)

→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: current employment
Oct 19, 2023 to presentfactForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 1, 2023 to Sep 15, 2023factForm ADV
→ 361 CAPITAL LLCRegistered adviserregistration: previous registration
May 21, 2010 to Oct 16, 2017factForm ADV
→ TRANSITIONS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 18, 1999 to Aug 16, 2002factForm ADV

Dated events

Occurred
Sep 15, 2023
Advisor changed firm
Chad Jeffrey Greenberg left Geneos Wealth Management, Inc. for Intelligence Driven Advisers, Llc (registered 2023-10-19)
Form ADVobserved 6 days ago