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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-28 |
Branch Locations
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc. | Lake Mary | FL | 05/2017 | 09/2023 |
| Newport Group, Inc. | Dresher | PA | 01/2018 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 05/2017 | Present |
| Newport Group, Inc. | Walnut Creek | CA | 01/2017 | 01/2018 |
| Newport Group, Inc. | Walnut Creek | CA | 04/2016 | 12/2016 |
| Ascensus Broker Dealer Services, Llc | Newton | MA | 08/2023 | Present |
1) Registrant is the Owner/Member/Officer/Partner of META Partners, LLC located at 801 W. 1st Street, Sanford, FL 32771. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 09/12/22. Utilizes and establishes LLCs for acquisitions, sales, development, and rentals of real estate/real property. 2) Registrant is the Owner/Member/Officer/Partner of TAME Investment Holdings, LLC located at 5590 Burlwood Drive Orlando, FL 32810. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 02/14/2025. Performs acquisitions, sales, development, and rentals of real estate/real property. 3) Registrant provides private lending to small businesses for operations, real estate investment, development, and rehabilitation. Evaluates private lending opportunities and performs borrower due diligence, negotiates terms, collateral, and rates. Located at 5590 Burlwood Drive Orlando, FL 32810. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 1/12/23 4) Registrant is the Owner/Member/Officer/Partner in Moore Space, LLC, a concierge storage business located at 5590 Burlwood Drive, Orlando, FL 32810. Approximately 10 hours per month in this non-investment related position. 0 hours will be during securities trading hours. Start date: 06/05/2024. 5) Registrant is the owner/member/officer/partner of Central Florida Lawn Cuts, LLC. Central Florida Lawn Cuts, LLC provides landscaping services and is located at 5590 Burlwood Drive Orlando, FL 32810. Registrant works approximately 10 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-26 |
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