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San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
| AZ | RA | APPROVED | 2015-06-30 |
| TX | RA | APPROVED_RES | 2015-05-18 |
Branch Locations
San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States
30011 Ivy Glenn Dr., Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironwood Wealth Management, Llc. | Phoenix | AZ | 05/2015 | Present |
1) SINCE 1/2013, DOT DOT DOT, LLC; CORP; NON INVESTMENT RELATED EVENT PLANNING CLUB; 100% OWNERSHIP; APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY; DIRECTOR; PLAN TRIPS; TERM INDEFINITE; 2) Since 7/2018, EO Orange County; not investment-related, 101 Main St, Ste 220, Huntington Beach, CA 92648; Non-Profit Organization that promotes small business growth and education; Past Presidents' Council Member; approximately 2 hours a quarter is devoted to this entity during trading hours and an additional 2 hours a quarter during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-31 |
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