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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Inver Grove Heights, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Consulting, Llc | Lake Mary | FL | 11/2017 | Present |
| Newport Group, Inc. | Dreshner | PA | 04/2017 | 09/2023 |
| Jeffrey Slocum And Associates, Inc. | Mineapolis | MN | 04/2014 | 10/2016 |
| Pavilion Financial Corporation | Minneapolis | MN | 10/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-05 |
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