Shane Austin Morrow

Current Employers

Employment History

• 01/2016 → 05/2022
  Lincoln Financial Advisors
  Austin, TX
• 05/2022 → 09/2023
  Sagepoint Financial, Inc.
  Austin, TX
• 01/2016 → 04/2026
  Ironbridge Wealth Counsel, Llc
  Austin, TX
• 01/2019 → 05/2022
  Fintech Advisory Board
  Denver, CO
• 09/2023 → Present
  Osaic Wealth, Inc.
  Austin, TX
• 04/2026 → Present
  Ironbridge Wealth Counsel, Llc
  Bee Cave, TX

Previous Registrations

• 2022-05-06 → 2023-09-01
  Osaic Services, Inc.
  Austin, TX
  Austin, TX
  Scottsdale, AZ
• 2016-01-26 → 2022-05-06
  Osaic Fa, Inc.
  Austin, TX
  Cincinnati, OH
  Austin, TX
• 2014-11-12 → 2016-01-04
  Sage Advisory Services Ltd Co
  Austin, TX
• 2013-12-23 → 2014-11-03
  Eagle Strategies Llc
  New York, NY
• 2004-09-23 → 2013-03-06
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2016 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Offers long-term care and traditional life insurance along with fixed annuities. 2. IRONBRIDGE WEALTH COUNSEL, LLC - INDEPENDENT RIA POSITION: Owner/Principal/Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2022 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Financial advisor focused solely financial planning fees. 3. PROMETHEUS INITIATIVE, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2024 ADDRESS: 11701 Via Grande Dr, Austin TX 78739, United States DESCRIPTION: This is the LLC for me to own shares in IronBridge Wealth Counsel. 4. IRONBRIDGE CAPITAL VENTURES POSITION: Manager NATURE: Strategic business acquisition financing of other financial advisors practices. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 11701 Via Grande Dr, Austin TX 78739, United States DESCRIPTION: Holding company for financing of other financial advisory practices. 5. HELICON CAPITAL PARTNERS POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2025 ADDRESS: 11701 Via Grande Dr, Austin TX 78739, United States DESCRIPTION: Strategic input on technology products, consultative feedback, design review, and participation in consultant calls with the founder. 6. IRONATX RE LLC POSITION: Managing member NATURE: LLC to own office real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2025 ADDRESS: 3821 Juniper Trce, Ste 208, Austin TX 78738, United States DESCRIPTION: Purchased office condo.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-20

Designations

Other Names

• Shane Morrow