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William Keenan

Ironbridge Private Wealth, LLC

Austin, TX

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Current Employers
Ironbridge Private Wealth, Llc

6420 Bee Caves Road Suite 201, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-11
  • TX RA
    APPROVED
    Since 2018-07-11

Branch Locations

6420 Bee Caves Road Suite 201, Austin, TX 78746 • 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
Wells Fargo Bank, N.A. Austin TX 02/2004 06/2018
Wells Fargo Advisors Llc Austin TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Austin TX 11/2016 06/2018
Ironbridge Private Wealth, Llc Austin TX 06/2018 Present
Previous Registrations
  • 2011-01-03 → 2018-06-19
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Austin, TX
    Charlotte, NC
    Minneapolis, MN
  • 2004-03-05 → 2011-01-03
    Wells Fargo Investments, Llc
    Austin, TX
    Austin, TX
  • 2002-12-16 → 2004-02-09
    Banc Of America Investment Services, Inc.
    Austin, TX
Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; HORSESHOE BAY, TX; 100% OWNERSHIP WITH SPOUSE; START DATE = 05/28/2008; NO TIME DEVOTED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-12
S63 Uniform Securities Agent State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2002-12-12
  • S63 Uniform Securities Agent State Law Examination
    2002-02-15
Other Names
  • Bill Keenan

View on SEC IAPD

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WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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