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Trenton James Holec

Newport Group Consulting, LLC

Lake Mary, FL

Des Moines, IA

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Current Employers
Newport Group Consulting, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-02-25
  • IA RA
    APPROVED
    Since 2022-02-25

Branch Locations

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

Des Moines, IA • 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
Principal Global Investors Des Moines IA 08/2011 09/2021
Princor Des Moines IA 09/2011 09/2021
Principal Funds Distributor Des Moines IA 07/2015 09/2021
Newport Group Securities, Inc. Lake Mary FL 09/2021 09/2023
Newport Group Inc Dresher PA 09/2021 09/2023
Newport Group Consulting Lake Mary FL 09/2021 Present
Ascensus Broker Dealer Services, Llc Newton MA 08/2023 Present
  • 08/2011 → 09/2021
    Principal Global Investors
    Des Moines, IA
  • 09/2011 → 09/2021
    Princor
    Des Moines, IA
  • 07/2015 → 09/2021
    Principal Funds Distributor
    Des Moines, IA
  • 09/2021 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 09/2021 → 09/2023
    Newport Group Inc
    Dresher, PA
  • 09/2021 → Present
    Newport Group Consulting
    Lake Mary, FL
  • 08/2023 → Present
    Ascensus Broker Dealer Services, Llc
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-14
  • S66 Uniform Combined State Law Examination
    2005-12-14

View on SEC IAPD

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