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Advisor at IRONWOOD INVESTMENT COUNSEL, LLC
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| IRONWOOD INVESTMENT COUNSEL, LLC | Independent wealth | Feb 9, 2022 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | Bank affiliated wealth | Nov 23, 2005 | Mar 2, 2011 | no | MESA, AZ | Previous registration |
| INLIGN WEALTH MANAGEMENT, LLC | n/a | Mar 27, 2003 | Feb 15, 2005 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | IRONWOOD INVESTMENT COUNSEL, LLC | Mar 2, 2011 | Feb 9, 2022 | 3,997 | Firm change after gap | Other |
| INLIGN WEALTH MANAGEMENT, LLC | STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | Feb 15, 2005 | Nov 23, 2005 | 281 | Firm change | Other |