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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-01 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Carmichael, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc. | Lake Mary | FL | 06/2016 | Present |
| Newport Group, Inc. | Walnut Creek | CA | 06/2016 | Present |
| Newport Group Consulting, Llc | Lake Mary | FL | 12/2017 | Present |
| Standard Retirement Services, Inc. | Walnut Creek | CA | 04/2018 | Present |
| Stancorp Equities, Inc. | Walnut Creek | CA | 05/2018 | Present |
| Stancorp Investment Advisers, Inc. | Walnut Creek | CA | 05/2018 | Present |
In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS") and an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services and SIA offers investment advice to retirement plan sponsors and plan participants. SEI, SRS, and SIA are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-29 |
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