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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-01 |
Branch Locations
Belle Isle, FL • United States
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc | Lake Mary | FL | 01/2013 | 09/2023 |
| The Newport Group, In | Heathrow | FL | 01/2013 | 12/2016 |
| Newport Group, Inc. | Dresher | PA | 01/2017 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 03/2017 | Present |
| Ascensus Broker Dealer Services, Llc | Lake Mary | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-07 |
| S66 | Uniform Combined State Law Examination | 1999-09-14 |
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