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Advisor at IRONBRIDGE PRIVATE WEALTH, LLC
San Antonio Tlayacapan | 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 | Aug 30, 2017 | n/a | yes | AUSTIN, TX|San Antonio Tlayacapan | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 1, 2007 | Jun 22, 2017 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|CEDAR PARK, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|ADDISON, TX | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Jan 5, 2007 | Apr 30, 2007 | no | SALT LAKE CITY, UT | Previous registration |
| ZIONS DIRECT, INC. | n/a | Aug 24, 2006 | Dec 31, 2006 | no | BELLVILLE, TX|CYPRESS, TX|TOMBALL, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 13, 2004 | Aug 2, 2006 | no | BELLVILLE, TX|BELLVILLE, TX | Previous registration |
| WADDELL & REED | Former SEC adviser | May 20, 2003 | Oct 15, 2004 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | IRONBRIDGE PRIVATE WEALTH, LLC | Jun 22, 2017 | Aug 30, 2017 | 69 | Firm change | Other |
| ZIONS CAPITAL ADVISORS, INC. | WELLS FARGO ADVISORS | Apr 30, 2007 | May 1, 2007 | 1 | Firm change | Other |
| ZIONS DIRECT, INC. | ZIONS CAPITAL ADVISORS, INC. | Dec 31, 2006 | Jan 5, 2007 | 5 | Firm change | Other |
| LPL FINANCIAL LLC | ZIONS DIRECT, INC. | Aug 2, 2006 | Aug 24, 2006 | 22 | Firm change | Other |
| WADDELL & REED | LPL FINANCIAL LLC | Oct 15, 2004 | Oct 13, 2004 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:287714:TX:2017-06-22 | Jun 22, 2017 | Aug 30, 2017 | ADDISON, TX | Firm change |