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John M Dahle

Morgan Stanley

Chicago, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-15
IL RA APPROVED 2024-08-06
  • TX RA
    APPROVED_RES
    Since 2025-08-15
  • IL RA
    APPROVED
    Since 2024-08-06

Branch Locations

10 South Riverside Plaza, Chicago, IL 60606 • 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 Securities, Inc. Lake Mary FL 06/2014 09/2023
Newport Group, Inc. Dresher PA 04/2016 09/2023
Newport Group Consulting, Llc Lake Mary FL 01/2018 06/2024
Ascensus Dresher PA 07/2023 06/2024
Morgan Stanley Chicago IL 07/2024 Present
  • 06/2014 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 04/2016 → 09/2023
    Newport Group, Inc.
    Dresher, PA
  • 01/2018 → 06/2024
    Newport Group Consulting, Llc
    Lake Mary, FL
  • 07/2023 → 06/2024
    Ascensus
    Dresher, PA
  • 07/2024 → Present
    Morgan Stanley
    Chicago, IL
Previous Registrations
  • 2018-01-04 → 2024-07-02
    Newport Group Consulting, Llc
    Chicago, IL
    Lake Mary, FL
    Evanston, IL
  • 2014-06-13 → 2017-12-22
    Newport Group Securities, Inc.
    Evanston, IL
    Lake Mary, FL
    Lake Mary, FL
    Lake Mary, FL
    Glenview, IL
    Chicago, IL
    Lake Mary, FL
    Evanston, IL
  • 2011-09-01 → 2014-06-05
    Mullintbg Advisors
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-31
S63 Uniform Securities Agent State Law Examination 2008-06-10
  • S65 Uniform Investment Adviser Law Examination
    2011-08-31
  • S63 Uniform Securities Agent State Law Examination
    2008-06-10
Other Names
  • John Morgan Dahle
  • John Morgan Dahle
  • John Dahle

View on SEC IAPD

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