DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Darcy Jones Wadsworth
Certified Financial Planner
Feed of 09/15/2026
Also filed as Darcy Lynn Winn
At current firm
1 y
since Jan 1, 2025
In the industry
25 y
since Oct 25, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Intelligence Driven Advisers, LLC independent RIA currentsince Jan 1, 2025 · Summerland Key, Fl
- Labrum Wealth Management, LLC formerSep 28, 2010 to Mar 1, 2019 · Carlsbad, Ca
- Labrum Wealth Management, LLC formerNov 16, 2009 to Dec 31, 2009 · Carlsbad, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Dec 10, 2009 · Temecula, Ca
- Citigroup Global Markets Inc. BD affiliatedOct 31, 2003 to Jun 1, 2009 · Temecula, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 30, 2003 to Nov 10, 2003 · Temecula, Ca
Moves
a registration end followed by a registration begin elsewhere
- Labrum Wealth Management, LLC to Intelligence Driven Advisers, LLCleft Mar 1, 2019, registered Jan 1, 2025 (2133 days) · RIA to RIA · moved with a team
- Morgan Stanley to Labrum Wealth Management, LLCleft Dec 10, 2009, registered Nov 16, 2009 (-24 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Nov 10, 2003, registered Oct 31, 2003 (-10 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address