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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| IN | RA | APPROVED | 2024-06-14 |
Branch Locations
605 North Shore Drive Suite 104, Jeffersonville, IN 47130 • 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 |
|---|---|---|---|---|
| Securities America, Inc | New Albany | IN | 12/2001 | 06/2024 |
| Securities America Advisors | New Albany | IN | 10/2010 | 06/2024 |
| Osaic Wealth, Inc. | Jeffersonville | IN | 06/2024 | Present |
| Osaic Wealth, Inc. | Jeffersonville | IN | 06/2024 | Present |
1) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Lead Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 605 North Shore Drive, Suite 104, Jeffersonville IN 47130, United States DESCRIPTION: Client relationship management, providing and implementing financial advice, selling financial products and insurance as appropriate for the client situation, developing client relationships, processing paperwork, supporting and guiding other staff members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
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