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Current Employers
Newport Group Consulting, Llc

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Inver Grove Heights, MN • 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
OrganizationCityStateFromTo
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
  • 11/2017 → Present
    Lake Mary, FL
  • 04/2017 → 09/2023
    Newport Group, Inc.
    Dreshner, PA
  • 04/2014 → 10/2016
    Jeffrey Slocum And Associates, Inc.
    Mineapolis, MN
  • 10/2016 → 04/2017
    Pavilion Financial Corporation
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-14
S63 Uniform Securities Agent State Law Examination 2012-05-05
  • S65 Uniform Investment Adviser Law Examination
    2017-12-14
  • S63 Uniform Securities Agent State Law Examination
    2012-05-05

View on SEC IAPD

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