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1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-15 |
Branch Locations
1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 10/2017 |
| M Holdings Securities, Inc. | Portland | OR | 09/2017 | 12/2017 |
| Erben Associates, Llc | Austin | TX | 11/2017 | 01/2018 |
| Stonewater Wealth Management Inc. | Cedar Park | TX | 01/2018 | 05/2020 |
| Resources Investment Advisors | Austin | TX | 04/2016 | 10/2017 |
| Ironoak Wealth Llc | Cedar Park | TX | 11/2019 | Present |
| Ironoak Wealth Llc | Cedar Park | TX | 12/2017 | Present |
| Ironoak Partners, Llc | Cedar Park | TX | 11/2019 | Present |
Ironoak Partners, LLC; Investment Related; Cedar Park TX; providing issurance services; Insurance Agent/Managing Member; 11/2019; Approximately 5% of time; Providing account management services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
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