Nicholas David Irwin

Current Employers

Employment History

• 07/2015 → 04/2017
  Bank Of America, N.A.
  San Marcos, TX
• 04/2017 → 05/2020
  Swbc Investment Advisory Services Llc
  Austin, TX
• 05/2020 → 03/2024
  Edward Jones
  Martindale, TX
• 07/2015 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Marcos, TX
• 01/2015 → 01/2019
  Irwin Woodworking
  Martindale, TX
• 03/2024 → 11/2024
  Alliance Wealth Strategies, Llc
  Giddings, TX
• 03/2024 → 09/2025
  Avantax Investment Services Inc.
  Giddings, TX
• 03/2024 → 09/2025
  Avantax Advisory Services
  Giddings, TX
• 03/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Giddings, TX
• 10/2024 → Present
  Dauntless Wealth Management Llc
  Lockhart, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lockhart, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-25 → 2025-09-05
  Avantax Advisory Services
  Giddings, TX
  Dallas, TX
  Lockhart, TX
  Lockhart, TX
• 2020-06-18 → 2024-03-28
  Edward Jones
  St Louis, MO
  Martindale, TX
  Lockhart, TX
• 2018-04-11 → 2021-03-03
  Swbc Investment Advisory Services Llc
  Austin, TX
• 2015-08-04 → 2017-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Marcos, TX
  San Marcos, TX
  Austin, TX
  San Marcos, TX
  Kyle, TX
  San Marcos, TX
  Kyle, TX
• 2013-09-19 → 2015-07-01
  J.P. Morgan Securities Llc
  Kyle, TX
  Buda, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2012-02-16 → 2013-09-05
  Edward Jones
  Maryland Heights, MO
  Austin, TX
  Tempe, AZ

Other Businesses

1) DAUNTLESS WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: This entity offers financial services related to financial planning, investment planning and management, and retirement planning and management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2024 ADDRESS: 1013 W San Antonio St, Suite 108, Lockhart TX 78644, United States DESCRIPTION: Duties and activities of a financial advisor. 2) NI-HI ENTERPRISES LLC POSITION: Co-Owner NATURE: Ni-Hi Enterprisese was formed by Nicholas Irwin (71248) and Heidi Irwin (71247) to act as our business operations under Dauntless Wealth Management. This entity will be used for tax reporting of income and expenses, staffing, office leasing, and other normal business activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2024 ADDRESS: 715 NW River Rd, Martindale TX 78655, United States DESCRIPTION: I am the co-owner of this entity and will be responsible for tracking expenses, submitting any relevant information to our CPA. I will also be responsible for payroll to myself, Heidi Irwin, and any future staff that we may have.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-05

Other Names

• Nicholas Irwin
• Nic Irwin
• Nicholas David Irwin
• Nicholas D Irwin