Darcy J. Wadsworth

INTELLIGENCE DRIVEN ADVISERS

Summerland Key, FL

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CRD#: 4252453

Professional summary

Darcy Jones Wadsworth, CFP®, who also goes by Darcy L Jones, Darcy Lynn Jones, Darcy Jones Wadsworth, Darcy Lynn Winn Mrs, is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Summerland Key, Florida.

Darcy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Darcy has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darcy L Jones | Darcy Lynn Jones | Darcy Jones Wadsworth | Darcy Lynn Winn Mrs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; INV RELATED; 25220 HANCOCK AVE, SUITE 310, MURRIETA, CA 92562 AND SUMMERLAND KEY, FL; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2009; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS. 2) OCEAN EQUITY PARTNERS, LLC, NOT INVESTMENT RELATED, COMMERCIAL REAL ESTATE RENTAL, MANAGING MEMBER, 50% OWNERSHIP, START DATE 6/19/17, 6-10 HOURS PER MONTH, 1-5 HOURS PER MONTH DURING SECURITIES TRADING HOURS, DESCRIPTION OF DUTIES: COMMERCIAL REAL ESTATE PROPERTY MANAGER 3) EZ DZ IT, INC., INV RELATED; 24989 HUNT LANE, SUMMERLAND KEY, FL 33042; INV. COUNSELING; PRESIDENT AND OWNER; 1- 5 HRS/MO; 1 -5 HRS/MO DURING TRADING HOURS 4) LOWER KEYS CHAMBER OF COMMERCE; 31020 OVERSEAS HWY, BIG PINE KEY, FL 33043; BUSINESS ADVOCACY ORGANIZATION; BOARD MEMBER; 1- 5 HRS/MO; 0 HRS/MO DURING TRADING HOURS 5) ROTARY CLUB OF BIG PINE & LOWER KEYS; PO BOX 431957 BIG PINE KEY, FL 33043; BUSINESS AND PROFESSIONAL INTERNATIONAL SERVICE ORGANIZATION; SECRETARY AND BOARD MEMBER; 1- 5 HRS/MO; 1 -5 HRS/MO DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darcy Jones Wadsworth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 3, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #2: 25220 Hancock Ave Suite 300, Murrieta, CA 92562

RIA

CRD#: 299589

Summerland Key, FL

Past

March 2, 2012 - June 19, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

MURRIETA, CA

Past

October 6, 2011 - December 22, 2011

WAVELAND CAPITAL PARTNERS LLC

CRD#: 40054

IRVINE, CA

Past

September 28, 2010 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

MURRIETA, CA

Past

November 16, 2009 - December 31, 2009

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Past

June 1, 2009 - December 10, 2009

MORGAN STANLEY

RIA

CRD#: 149777

TEMECULA, CA

Past

June 1, 2009 - December 10, 2009

MORGAN STANLEY

CRD#: 149777

TEMECULA, CA

Past

October 31, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

TEMECULA, CA

Past

October 31, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

TEMECULA, CA

Past

May 30, 2003 - November 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TEMECULA, CA

Past

May 23, 2003 - November 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 14, 2003 - April 22, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 11, 2000 - March 26, 2001

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2019)

IAR

Florida
(1/24/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/27/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/10/2000

General Securities Representative Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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Contact information

Main Address

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Darcy J. Wadsworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darcy Jones Wadsworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

WAVELAND CAPITAL PARTNERS LLC

LABRUM WEALTH MANAGEMENT, LLC

LABRUM WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/2003

Series 63

Date: 10/25/2000

Series 7

Date: 10/10/2000

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

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