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.

Current firm

IRONOAK WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 13, 2010

First registration

Mar 4, 2011

Dual registered

no

Other names

KELLY ANN MCGRATH|KELLY ANN Wright|KELLY ANN LEAS|KELLY ANN SCOTT|KELLY ANN WRIGHT-MCGRATH

IAPD individual key

5080031

• Occurred

  Mar 23, 2022
  Advisor changed firm

  Kelly Ann Mcgrath left Stonewater Wealth Management, Inc. for Ironclad Strategies Llc (registered 2019-05-14)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:afad9f01-cd0d-a634-98eb-ba03935ee2c3

First observed

Mar 4, 2011

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.