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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
| NM | RA | APPROVED | 2023-09-01 |
Branch Locations
5920 E. Main St Suite A, Farmington, NM 87402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironbridge Wc | Farmington | NM | 04/2021 | Present |
| Bentley University | Waltham | MA | 09/2019 | 07/2021 |
| Casa Blanca | Shiprock | NM | 05/2017 | 08/2018 |
| Haskell Indian Nations University | Lawrence | KS | 10/2016 | 12/2016 |
| Bentley University | Waltham | NM | 09/2018 | 08/2019 |
| Na | Shiprock | NM | 01/2017 | 04/2017 |
| Na | Shiprock | NM | 06/2016 | 09/2016 |
| Sagepoint Financial, Inc. | Farmington | NM | 07/2022 | 09/2023 |
| Osaic Wealth, Inc. | Farmington | NM | 09/2023 | Present |
1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/23/2023 ADDRESS: 5920 E Main Street, Suite A, Farmington NM 87402, United States DESCRIPTION: I assist senior Ironbridge Advisors in financial planning prep and use Ironbridge WC, LLC in marketing name for securities and insurance business. 2. ARROWHEAD WEALTH SOLUTION, LLCS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 5920 E Main St. Suite A, Farmington NM 87402, United States DESCRIPTION: owner operator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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