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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-08 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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