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12 Broad Street, 5Th Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-21 |
| FL | RA | APPROVED | 2011-01-03 |
| NJ | RA | APPROVED | 2007-09-18 |
Branch Locations
12 Broad Street, 5Th Floor, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Capital Group | Red Bank | NJ | 03/2004 | Present |
1. Independent Insurance Agent since 2005; 1 hour/month (during securities trading hours); sell insurance from multiple different insurance companies; investment-related 2. NJ State Investment Council (50 West State Street, Trenton, NJ) since January 2015; 3 hours/month (during securities trading hours); as a member of the Council, serve in an oversight/governance capacity of the investment staff; while investment-related, this oversight role does not include the selection of individual securities 3. Drexel University (3141 Chestnut Street, Philadelphia, PA) since 2012; 2 hours/month (during securities trading hours); as a member of the Investment Committee, serve in an oversight/governance capacity of the investment staff; while investment-related, this oversight role does not include the selection of individual securities 4. Hackensack Meridian Health Network (343 Thornall Street, Edison, NJ) since 2017; 2 hours/month (during securities trading hours); as a member of the Investment Committee and Treasurer, serve in an oversight/governance capacity of the investment staff; while investment-related, this oversight role does not include the selection of individual securities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-01 |
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