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1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-16 |
Branch Locations
1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2010 | 12/2017 |
| Erben Associates, Llc | Austin | TX | 03/2011 | 01/2018 |
| Stonewater Wealth Management Inc. | Cedar Park | TX | 01/2018 | 05/2020 |
| Ironclad Strategies, Llc | Austin | TX | 05/2019 | 01/2020 |
| Ironoak Wealth Llc | Cedar Park | TX | 11/2019 | Present |
| Ironoak Partners, Llc | Cedar Park | TX | 01/2010 | Present |
| Golf Apparel, Llc | Cedar Park | TX | 11/2021 | Present |
Ironoak Partners; Cedar Park, TX; Investment Related; Insurance Company; Insurance Agent; 01/2010; Less than 5% of her time is spent on this activity Golf Apparel, LLC; Non-Investment Related; Cedar Park, TX; Golf Apparel; Bookeeper/Accountant; Associate; 11/2021; Less than 1% of her time is spent on this activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-13 |
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