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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
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 |
|---|---|---|---|---|
| Campus Recreation | Durham | NH | 07/2022 | 05/2024 |
| Loco Cocos Tacos | Kittery | ME | 10/2018 | 06/2019 |
| Student Portsmouth High School | Portsmouth | NH | 09/2015 | 10/2018 |
| Student University Of New Hampshire | Durham | NH | 08/2019 | 07/2022 |
| Unemployed | Greenland | NH | 05/2024 | 04/2025 |
| Osaic | Austin | TX | 04/2025 | Present |
1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/05/2025 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Assist advisors with the financial planning process and servicing of accounts. Additionally, use IronBridge Wealth Counsel as marketing name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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