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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-04 |
Branch Locations
1250 S. Capital Of Texas Hwy Bldg. 3-400, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2013 | 07/2018 |
| Erben Associates, Llc | Austin | TX | 04/2013 | 07/2018 |
| Ironclad Strategies Llc | Austin | TX | 05/2018 | Present |
| Waterloo Capital | Austin | TX | 08/2023 | Present |
(1) Ironclad Strategies Rampart, LLC Independent Agent through Integrity Group (formally known as Lion Street) Life Health Disability Since 08/01/2018 (2) Ironclad Strategies Consulting, LLC; Not Investment related; Austin, TX; Fractional CFO and Business Consulting work; Managing Member; 50% owner; 05/2018; approximately 35 hours/month during trading hours; Fractional CFO and Business Consulting work utilizing independent CPA and bookkeeping providers. 3) Ironclad Strategies, LLC Investment Adviser Managing Member Since 05/2018 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-15 |
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