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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-10 |
| MA | RA | APPROVED | 2022-01-19 |
Branch Locations
Auburndale, MA • United States
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 | 03/2011 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | Present |
| Newport Group Inc | Dresher | PA | 03/2011 | 09/2023 |
| Ascensus | Dresher | PA | 07/2023 | Present |
As part of the individuals job responsibilities, the individual may also offer insurance products through the firm or its affiliates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-25 |
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