Brad Richard Traynor

Current Employers

Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-06-07

MA RA
APPROVED

Since 2023-06-07

Branch Locations

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Appleton, 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

Organization	City	State	From	To
Zentner'S Auto Service	Appleton	WI	10/1993	12/2020
Pai	De Pere	WI	04/2005	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

10/1993 → 12/2020

Zentner'S Auto Service

Appleton, WI
04/2005 → Present

Pai

De Pere, WI
11/2020 → 05/2023

Newport Group Consulting, Llc

Lake Mary, FL
05/2023 → Present

Ascensus

Dresher, PA
11/2020 → Present

Newport Group Inc

Dresher, PA

Previous Registrations

2020-11-25 → 2023-04-04

Newport Group Consulting, Llc

Lake Mary, FL

De Pere, WI

Appleton, WI
2013-09-03 → 2018-11-26

Employer Retirement Investment Advisors, Llc

De Pere, WI

Appleton, 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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-28

S65 Uniform Investment Adviser Law Examination

2010-08-28

Other Names

Bradley Richard Traynor

View on SEC IAPD