Darcy Wadsworth has been an investment adviser representative at Intelligence Driven Advisers since January 2019, and is not listed among the firm’s executive officers or direct owners. Darcy Wadsworth holds a Bachelor's degree in business administration from the University of California, Riverside.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Darcy Wadsworth is Partner and Senior Wealth Adviser of Intelligence Driven Advisers. She has been guiding clients since 2000, with a financial planning practice focused on individual and business retirement planning. She acts as a keynote speaker for organizations and conducts educational and financial seminars.
Darcy Wadsworth’s longest registration was 8 years at Labrum Wealth Management, LLC (2010–2019). Before joining Intelligence Driven Advisers in 2019, Darcy Wadsworth was registered through Labrum Wealth Management, LLC and Labrum Capital Advisors, LLC.
- – present · 7 yearsAdviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 8 yearsMurrieta, CA · Adviser representative · Firm CRD 150734
- Labrum Capital Advisors, LLC– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 150734
- Morgan Stanley Smith Barney LLC– · under a yearTemecula, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 5 yearsTemecula, CA · Adviser representative · Firm CRD 7059
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearTemecula, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Darcy Wadsworth is registered as an investment adviser representative in 2 states. Each was approved in January 2019.
- CaliforniaSince 3 January 2019
- FloridaSince 24 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 2000 |
| Series 7 | General Securities Representative Examination | 10 October 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Darcy Jones Wadsworth
- CRD
- 4252453
- Firm
- Intelligence Driven Advisers · CRD 299589
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Darcy Wadsworth work?
Darcy Wadsworth is an investment adviser representative registered through Intelligence Driven Advisers, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Darcy Wadsworth a financial advisor?
Yes. Darcy Wadsworth has a current investment-adviser registration in California and Florida, through Intelligence Driven Advisers since January 2019.
How many years of experience does Darcy Wadsworth have?
Darcy Wadsworth has 22 years in the financial industry, since February 2004, across 5 adviser firms.
What exams has Darcy Wadsworth passed?
Darcy Wadsworth has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2000.
Where did Darcy Wadsworth work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Darcy Wadsworth was registered through Labrum Capital Advisors, LLC, November 2009 to December 2009; Morgan Stanley Smith Barney LLC, June 2009 to December 2009; Citigroup Global Markets Inc., October 2003 to June 2009; Merrill Lynch Pierce Fenner & Smith Inc., May 2003 to November 2003.
Is Darcy Wadsworth registered with FINRA?
No. Darcy Wadsworth has no current broker registration.
Is Darcy Wadsworth a CFP?
Intelligence Driven Advisers lists Darcy Wadsworth with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Darcy Wadsworth’s record?
Search CRD 4252453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darcy Wadsworth’s full registration record.
