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300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc | Lake Mary | FL | 07/2007 | 07/2022 |
| The Newport Group, Inc | Heathrow | FL | 07/2007 | 12/2016 |
| Newport Group, Inc. | Walnut Creek | CA | 01/2017 | 07/2022 |
| Newport Group Consulting, Llc | Lake Mary | FL | 03/2017 | 07/2022 |
| Mariner Institutional, Llc | Winter Park | FL | 08/2022 | 10/2025 |
| Capacuity Llc | Lake Mary | FL | 10/2025 | Present |
Theorem, LLC, Partner, any and all duties associated with the entity will be indirectly through his wife. He will have ownership interest and may fund certain expenses. Address: 7901 4th Street N, St. Petersburg, FL 33702. Start date March 4, 2022. It is not investment related. The purpose of the entity will be a conduit to manage potential compensation from literary works or other lifestyle media and products. Neither purpose will engage, explicitly or implicitly, in providing investment advice or activities that would require a securities or advisory license. 2 hours per week outside of securities trading hours. Compensation: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-20 |
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