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Daniel Jeffrey Irizarry

Ascensus Investment Advisors, LLC

Needham, MA

Fresno, CA

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Current Employers
Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-13
  • MA RA
    APPROVED
    Since 2024-03-13

Branch Locations

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Fresno, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Springfield MA 05/2014 10/2019
Mml Distributors, Llc Huntington CA 07/2014 10/2019
Axa Advisors, Llc New York NY 04/2020 06/2020
Unemployed Camarillo CA 11/2019 04/2020
Equitable Advisors, Llc New York NY 04/2020 01/2021
Commonwealth Financial Network Waltham MA 01/2021 10/2021
Manning Wealth Management, Inc. San Diego CA 01/2021 10/2021
Missionsquare Investment Services Washington DC 11/2021 03/2022
Equitable Distributors, Llc Jersey City NJ 03/2022 06/2022
Newport Group Securities, Inc Lake Mary FL 06/2022 09/2023
Newport Group Inc Dresher PA 06/2022 09/2023
Newport Group Consulting Lake Mary FL 06/2022 02/2024
Ascensus Broker Dealer Services, Llc Newton MA 08/2023 Present
  • 05/2014 → 10/2019
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 07/2014 → 10/2019
    Mml Distributors, Llc
    Huntington, CA
  • 04/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2019 → 04/2020
    Unemployed
    Camarillo, CA
  • 04/2020 → 01/2021
    Equitable Advisors, Llc
    New York, NY
  • 01/2021 → 10/2021
    Commonwealth Financial Network
    Waltham, MA
  • 01/2021 → 10/2021
    Manning Wealth Management, Inc.
    San Diego, CA
  • 11/2021 → 03/2022
    Missionsquare Investment Services
    Washington, DC
  • 03/2022 → 06/2022
    Equitable Distributors, Llc
    Jersey City, NJ
  • 06/2022 → 09/2023
    Newport Group Securities, Inc
    Lake Mary, FL
  • 06/2022 → 09/2023
    Newport Group Inc
    Dresher, PA
  • 06/2022 → 02/2024
    Newport Group Consulting
    Lake Mary, FL
  • 08/2023 → Present
    Ascensus Broker Dealer Services, Llc
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-16
S63 Uniform Securities Agent State Law Examination 2010-05-03
  • S66 Uniform Combined State Law Examination
    2021-04-16
  • S63 Uniform Securities Agent State Law Examination
    2010-05-03
Other Names
  • Daniel Jeffery Irizarry
  • Dan Irizarry
  • Daniel Jeffrey Irizarry
  • Daniel Irizarry

View on SEC IAPD

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