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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 | 2025-10-03 |
Branch Locations
1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2014 | 09/2018 |
| Charles Schwab Bank | Austin | TX | 05/2014 | 08/2018 |
| Cuna Brokerage Services, Inc. | Austin | TX | 03/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 03/2020 | 05/2022 |
| Unemployed | Cedar Park | TX | 09/2018 | 12/2018 |
| Self Employed Keller William Realty | Austin | TX | 01/2019 | 03/2020 |
| Lpl Financial Llc | Austin | TX | 05/2022 | 10/2025 |
| Ironoak Wealth Llc | Cedar Park | TX | 10/2025 | Present |
| Ironoak Partners, Llc | Cedar Park | TX | 10/2025 | Present |
| H&H Real Estate Holdings | Cedar Park | TX | 10/2022 | Present |
(1.) IronOak Partners, LLC; Yes; Cedar Park, TX; Insurance Services; Insurance Agent; 10/2025; 25/ HRS MO; 25/ HRS MO (2.) H&H Real Estate Holdings LLC; Yes; Cedar Park, TX; Real Estate Rental; Owner: 10/2022 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
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