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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
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 |
|---|---|---|---|---|
| Los Angeles Chargers Llc | Costa Mesa | CA | 04/2022 | 08/2022 |
| Ironbridge Wealth Counsel | Austin | TX | 10/2023 | Present |
| University Of Michigan | Ann Arbor | MI | 01/2016 | 06/2019 |
| University Of Illinois | Champaign | IL | 08/2019 | 12/2021 |
| Unemployed | Greenwood | IN | 08/2022 | 10/2023 |
| Unemployed | Greenwood | IN | 01/2022 | 04/2022 |
| Osaic Wealth, Inc. | Austin | TX | 12/2023 | Present |
1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Wealth Management Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/16/2023 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Assisting lead advisors, servicing accounts, and using IronBridge Wealth Counsel as marketing name for securities business 2. MICHAEL BRANDON PETERS POSITION: Sales Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/22/2025 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: I act as a licensed insurance agent for the purpose of offering and servicing insurance products outside of my broker-dealer affiliation. My duties include educating clients on insurance concepts and product features, identifying insurance needs based on client circumstances, and facilitating the application and placement of insurance products through appropriately licensed insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
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