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95 Wells Avenue Suite 160, Newton, MA 02459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Employer Retirement Investment Advisors, Llc | Depere | WI | 10/2010 | 11/2018 |
| Pai | Depere | WI | 03/2010 | Present |
| Newport Group Consulting, Llc | Lake Mary | FL | 11/2020 | 05/2023 |
| Ascensus | Dresher | PA | 05/2023 | Present |
| Newport Group Inc | Dresher | PA | 11/2020 | Present |
In addition to association with the member firm, the individual is employed with the firm's parent company, Newport Group Inc., an Ascensus company, and is an affiliate of the member firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
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