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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-11 |
Branch Locations
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2004 | 05/2019 |
| Bank Of America, Na | Heathrow | FL | 12/2009 | 05/2019 |
| Newport Group, Inc. | Dresher | PA | 05/2019 | 09/2023 |
| Newport Group Securities, Inc. | Lake Mary | FL | 05/2019 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 05/2019 | Present |
| Ascensus Broker Dealer Services, Llc | Newton | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-18 |
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