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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

SHANE AUSTIN MORROW

Advisor at OSAIC WEALTH, INC.

BEE CAVE, TX

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Search this name across graphsid dfx:ria:d34abb6e-ed59-d908-946b-4ea69855f1ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 23, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 20, 2004
First registration: Sep 23, 2004
Dual registered: yes, broker-dealer
Other names: SHANE MORROW
IAPD individual key: 4816144

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	n/a	yes	BEE CAVE, TX	Current employment
IRONBRIDGE WEALTH COUNSEL, LLC	State registered	Jul 14, 2022	n/a	yes	BEE CAVE, TX	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 6, 2022	Sep 1, 2023	no	AUSTIN, TX\|SCOTTSDALE, AZ\|Austin, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 26, 2016	May 6, 2022	no	Austin, TX\|CINCINNATI, OH\|Austin, TX	Previous registration
SAGE ADVISORY SERVICES LTD CO	Mixed wealth	Nov 12, 2014	Jan 4, 2016	no	AUSTIN, TX	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 23, 2013	Nov 3, 2014	no	NEW YORK, NY	Previous registration
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	Former SEC adviser	Sep 23, 2004	Mar 6, 2013	no	BOCA RATON, FL\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	IRONBRIDGE WEALTH COUNSEL, LLC	Sep 1, 2023	Jul 14, 2022	-414	Firm change after gap	Ibd to state RIA
OSAIC FA, INC.	SAGEPOINT FINANCIAL, INC.	May 6, 2022	May 6, 2022	0	Firm change	Ibd to ibd
SAGE ADVISORY SERVICES LTD CO	OSAIC FA, INC.	Jan 4, 2016	Jan 26, 2016	22	Firm change	Other
EAGLE STRATEGIES LLC	SAGE ADVISORY SERVICES LTD CO	Nov 3, 2014	Nov 12, 2014	9	Firm change	Other
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	EAGLE STRATEGIES LLC	Mar 6, 2013	Dec 23, 2013	292	Firm change	Other

Relationships

Registered with (7)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ IRONBRIDGE WEALTH COUNSEL, LLCRegistered adviserregistration: current employment
Jul 14, 2022 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 6, 2022 to Sep 1, 2023factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 26, 2016 to May 6, 2022factForm ADV
→ SAGE ADVISORY SERVICES LTD CORegistered adviserregistration: previous registration
Nov 12, 2014 to Jan 4, 2016factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Dec 23, 2013 to Nov 3, 2014factForm ADV
→ INDEPENDENT PORTFOLIO CONSULTANTS, INC.Registered adviserregistration: previous registration
Sep 23, 2004 to Mar 6, 2013factForm ADV

Dated events

Occurred
Sep 1, 2023
Advisor changed firm
Shane Austin Morrow left Sagepoint Financial, Inc. for Ironbridge Wealth Counsel, Llc (registered 2022-07-14)
Form ADVobserved 4 days ago
Occurred
May 6, 2022
Advisor changed firm
Shane Austin Morrow left Osaic Fa, Inc. for Sagepoint Financial, Inc. (registered 2022-05-06)
Form ADVobserved 4 days ago