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Daniel Edward Mora

Ironwood Investment Counsel, LLC

Scottsdale, AZ

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Current Employers
Ironwood Investment Counsel, Llc

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-03
TX RA APPROVED 2025-11-03
  • AZ RA
    APPROVED
    Since 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • 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
Ameriprise Financial Services, Llc Phoenix AZ 05/2024 07/2025
Target Rowland Heights CA 11/2018 11/2019
Environment California Los Angeles CA 01/2022 01/2023
Fullerton College Fullerton CA 11/2019 01/2022
Highschool Student Rowland Heights CA 01/2015 11/2018
University Of Southern California Los Angeles CA 08/2022 12/2023
University Of Southern California Los Angeles CA 01/2024 05/2024
Ironwood Investment Counsel, Llc Scottsdale AZ 07/2025 Present
  • 05/2024 → 07/2025
    Ameriprise Financial Services, Llc
    Phoenix, AZ
  • 11/2018 → 11/2019
    Target
    Rowland Heights, CA
  • 01/2022 → 01/2023
    Environment California
    Los Angeles, CA
  • 11/2019 → 01/2022
    Fullerton College
    Fullerton, CA
  • 01/2015 → 11/2018
    Highschool Student
    Rowland Heights, CA
  • 08/2022 → 12/2023
    University Of Southern California
    Los Angeles, CA
  • 01/2024 → 05/2024
    University Of Southern California
    Los Angeles, CA
  • 07/2025 → Present
    Ironwood Investment Counsel, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-03

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

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KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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