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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-08 |
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 |
|---|---|---|---|---|
| Newport Group Securities, Inc | Lake Mary | FL | 04/2011 | 06/2020 |
| The Newport Group, Inc | Heathrow | FL | 04/2011 | 12/2016 |
| Newport Group, Inc. | Walnut Creek | CA | 01/2017 | 06/2020 |
| Newport Group Consulting, Llc | Lake Mary | FL | 03/2017 | 06/2020 |
| Capacuity Securities, Inc. | Lake Mary | FL | 06/2020 | 10/2022 |
| Capacuity Llc | Lake Mary | FL | 10/2020 | 10/2022 |
| Newport Group Securities, Inc. | Lake Mary | FL | 10/2022 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 10/2022 | Present |
| Newport Group Inc | Dresher | PA | 10/2022 | 09/2023 |
| Ascensus Broker Dealer Services, Llc | Newton | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-15 |
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