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Christa Irwin

Compass Financial Management LLC

Summerville, SC

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Current Employers
Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-02
SC RA APPROVED 2026-04-14
  • NC RA
    APPROVED
    Since 2026-07-02
  • SC RA
    APPROVED
    Since 2026-04-14

Branch Locations

Summerville, SC • 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
Advisory Alpha, Llc Holland MI 03/2022 11/2022
Greene Point Partners Davidson NC 12/2021 11/2022
Cypress Building Consultants Summerville SC 01/2019 12/2020
Home Maker/Triathlete Summerville SC 09/2015 03/2019
Christa Irwin, Independent Insurance Agent Summerville SC 01/2021 11/2021
Christa Irwin, Independent Insurance Agent Summerville SC 11/2022 Present
Rpi Des Moines IA 07/2025 02/2026
  • 03/2022 → 11/2022
    Advisory Alpha, Llc
    Holland, MI
  • 12/2021 → 11/2022
    Greene Point Partners
    Davidson, NC
  • 01/2019 → 12/2020
    Cypress Building Consultants
    Summerville, SC
  • 09/2015 → 03/2019
    Home Maker/Triathlete
    Summerville, SC
  • 01/2021 → 11/2021
    Christa Irwin, Independent Insurance Agent
    Summerville, SC
  • 11/2022 → Present
    Christa Irwin, Independent Insurance Agent
    Summerville, SC
  • 07/2025 → 02/2026
    Rpi
    Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-21
  • S65 Uniform Investment Adviser Law Examination
    2022-03-21
Other Names
  • Christa Laniece Irwin

View on SEC IAPD

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