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Advisor at IRONBRIDGE PRIVATE WEALTH, LLC
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IRONBRIDGE PRIVATE WEALTH, LLC | Independent wealth | Nov 2, 2017 | n/a | yes | AUSTIN, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 14, 2005 | Jun 22, 2017 | no | WEST LAKE HILLS, TX|AUSTIN, TX|HUTTO, TX|AUSTIN, TX|AUSTIN, TX|ROUND ROCK, TX|AUSTIN, TX|ROUND ROCK, TX|AUSTIN, TX|ROLLINGWOOD, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|LAKEWAY, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|BEE CAVE, TX|GEORGETOWN, TX|ADDISON, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|GEORGETOWN, TX|ROUND ROCK, TX|AUSTIN, TX|ROUND ROCK, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jul 8, 2002 | Jun 7, 2005 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | IRONBRIDGE PRIVATE WEALTH, LLC | Jun 22, 2017 | Nov 2, 2017 | 133 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | WELLS FARGO ADVISORS | Jun 7, 2005 | Jun 14, 2005 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:287714:TX:2017-06-22 | Jun 22, 2017 | Nov 2, 2017 | AUSTIN, TX | Firm change |