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Current Employers
Ascensus Investment Advisors, Llc

95 Wells Avenue Suite 160, Newton, MA 02459 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-05
  • MA RA
    APPROVED
    Since 2023-07-05

Branch Locations

95 Wells Avenue Suite 160, Newton, MA 02459 • United States

Green Bay, WI • 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
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
  • 10/2010 → 11/2018
    Employer Retirement Investment Advisors, Llc
    Depere, WI
  • 03/2010 → Present
    Pai
    Depere, WI
  • 11/2020 → 05/2023
    Lake Mary, FL
  • 05/2023 → Present
    Ascensus
    Dresher, PA
  • 11/2020 → Present
    Newport Group Inc
    Dresher, PA
Previous Registrations
  • 2020-11-25 → 2023-07-06
    Lake Mary, FL
    De Pere, WI
  • 2010-11-03 → 2018-11-27
    Employer Retirement Investment Advisors, Llc
    De Pere, WI
  • 2005-07-06 → 2010-04-05
    Chase Investment Services Corp.
    De Pere, WI
    Green Bay, WI
    De Pere, WI
    New Franken, WI
  • 2005-05-23 → 2005-07-06
    Banc One Securities Corporation
    Depere, WI
  • 2004-04-20 → 2005-04-26
    Green Bay, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-19
  • S66 Uniform Combined State Law Examination
    2004-04-19
Other Names
  • Paul Novitski

View on SEC IAPD

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