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Ironwood Wealth Management LLC CRD 171008
$1.97M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Scottsdale | AZ | 03/2009 | Present |
| Ironwood Wealth Advisors, Llc | Scottsdale | AZ | 12/2010 | Present |
| Ironwood Wealth Management Llc | Montgomery | TX | 03/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-13 |
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