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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Minneapolis | MN | 03/2019 | 03/2023 |
| Massmutual | Fairfax | VA | 07/2018 | 03/2019 |
| Koa Sports | Rockville | MD | 04/2018 | 03/2019 |
| Ballertv | Washington | DC | 01/2018 | 03/2019 |
| Howard University | Washington | DC | 08/2013 | 12/2017 |
| Fidelity Investments | Westlake | TX | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97682|OrgNmn:Irwin Properties LLC|Org Addr:Brooklyn C,Minnesota,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Sole Proprietor|Duties:Owner|StrtDt:|TotHrs/mon:40|TrdHrs/mon:4|OBA-97699|OrgNmn:1010 20 LLC|Org Addr:Brooklyn C,Minnesota,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Owner|StrtDt:|TotHrs/mon:40|TrdHrs/mon:20|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-15 |
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