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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
911 West 8Th Avenue Suite 101, Box 4, Anchorage, AK 99501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Anchorage | AK | 07/2004 | 05/2018 |
| Lincoln Financial Advisors, Inc | Ankorage | AK | 05/2018 | 01/2025 |
| Osaic Wealth, Inc. | Anchorage | AK | 01/2025 | Present |
DANIEL CRUMPACKER POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2018 ADDRESS: 911 W 8th Ave Suite 101, Box 4, Anchorage AK 99501 DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/27/2025 ADDRESS: 911 W 8th Ave, Suite 101, Box 4, Anchorage AK 99501, United States DESCRIPTION: Use IronBridge Wealth Counsel, LLC as a marketing name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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