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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
3821 Juniper Trace Suite 208, Bee Cave, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laz Parking | Hartford | CT | 03/2016 | 07/2021 |
| Roger Williams University | Bristol | RI | 09/2018 | 05/2022 |
| Ironbridge Wealth Counsel, Llc | Austin | TX | 07/2022 | 09/2023 |
| Sagepoint Financial, Inc. | Austin | TX | 07/2022 | 09/2023 |
| Osaic Wealth, Inc. | Austin | TX | 09/2023 | Present |
IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/21/2023 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Private Wealth Advisor helping existing firm clients with the financial planning process, assisting team financial advisors with business organization and planning marketing outreach to prospective clients. Using IronBridge Wealth Counsel as my marketing name for securities and insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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