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Current Employers
Newport Group Consulting, Llc

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-04-28
  • FL RA
    APPROVED
    Since 2017-04-28

Branch Locations

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Orlando, FL • 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
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
  • 05/2017 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 01/2018 → 09/2023
    Newport Group, Inc.
    Dresher, PA
  • 05/2017 → Present
    Lake Mary, FL
  • 01/2017 → 01/2018
    Newport Group, Inc.
    Walnut Creek, CA
  • 04/2016 → 12/2016
    Newport Group, Inc.
    Walnut Creek, CA
  • 08/2023 → Present
    Ascensus Broker Dealer Services, Llc
    Newton, MA
Previous Registrations
  • 2024-10-07 → 2025-12-31
    Nyhart Consulting, Llc
    Indianapolis, IN
    Orlando, FL
  • 2008-07-02 → 2023-09-06
    Newport Group Securities, Inc.
    Lake Mary, FL
    Lake Mary, FL
    Lake Mary, FL
    Lake Mary, FL
  • 2007-04-02 → 2008-06-05
    Morgan Stanley & Co. Llc
    Orlando, FL
  • 2005-05-11 → 2007-04-02
    Morgan Stanley Dw Inc.
    Orlando, FL
    Orlando, FL
  • 2003-04-01 → 2004-11-30
    FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-04
S63 Uniform Securities Agent State Law Examination 1998-08-26
  • S65 Uniform Investment Adviser Law Examination
    1998-09-04
  • S63 Uniform Securities Agent State Law Examination
    1998-08-26

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