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William Wilson Sowers

Osaic Wealth, Inc.

Bee Cave, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-08
  • TX RA
    APPROVED
    Since 2025-04-08

Branch Locations

3821 Juniper Trace Suite 208, Bee Cave, TX 78738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ironbridge Wealth Counsel Llc Austin TX 01/2025 Present
Northern Edge Advisors Llc Fort Worth TX 12/2023 01/2025
Huntington Learning Center Austin TX 07/2023 12/2023
Texas Christian University Fort Worth TX 08/2019 05/2023
Creamistry Austin TX 10/2017 12/2018
Ironbridge Wealth Counsel Llc Austin TX 06/2022 08/2022
Bar 620 Austin TN 05/2021 08/2021
Instacart Austin TX 06/2020 08/2020
Naglreiter Medical Device Development Organization Miramar FL 06/2018 08/2018
Lake Travis High School Austin TX 08/2015 06/2019
Osaic Austin TX 02/2025 Present
Home Depot Austin TX 03/2017 10/2017
  • 01/2025 → Present
    Ironbridge Wealth Counsel Llc
    Austin, TX
  • 12/2023 → 01/2025
    Northern Edge Advisors Llc
    Fort Worth, TX
  • 07/2023 → 12/2023
    Huntington Learning Center
    Austin, TX
  • 08/2019 → 05/2023
    Texas Christian University
    Fort Worth, TX
  • 10/2017 → 12/2018
    Creamistry
    Austin, TX
  • 06/2022 → 08/2022
    Ironbridge Wealth Counsel Llc
    Austin, TX
  • 05/2021 → 08/2021
    Bar 620
    Austin, TN
  • 06/2020 → 08/2020
    Instacart
    Austin, TX
  • 06/2018 → 08/2018
    Naglreiter Medical Device Development Organization
    Miramar, FL
  • 08/2015 → 06/2019
    Lake Travis High School
    Austin, TX
  • 02/2025 → Present
    Osaic
    Austin, TX
  • 03/2017 → 10/2017
    Home Depot
    Austin, TX
Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Investment Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/11/2025 ADDRESS: 3821 Juniper Trace, Suite 208, Austin TX 78738, United States DESCRIPTION: As investment associate, I provide service and support to the advisers of IronBridge Wealth Counsel as it relates to our investment platform and securities business. My duties are conducted under the IronBridge Wealth Counsel marketing name. 2.MERCOR.IO CORPORATION POSITION: Generalist Expert NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/29/2026 ADDRESS: 55 2nd St, Floor 26, San Francisco CA 94105, United States DESCRIPTION: Aid in the development and training of artificial intelligence models

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
  • S66 Uniform Combined State Law Examination
    2025-04-07
Other Names
  • William Wilson Sowers

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