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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-17 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Leesburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc | Lake Mary | FL | 04/2011 | 09/2023 |
| Newport Group, Inc. | Dresher | PA | 04/2016 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | Present |
| Ascensus Broker Dealer Services, Llc | Dresher | PA | 08/2023 | Present |
1. Nu Skin Brand Affiliate as of October 5, 2021, Corporate Office: 75 West Center, Provo, UT 84601, not investment-related, commission on product sales, 20 hours per month/0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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