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Lindsey Elizabeth Ellis

Newport Group Consulting, LLC

Lake Mary, FL

Spanish Fort, AL

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Current Employers
Newport Group Consulting, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2013-04-02
  • AL RA
    APPROVED
    Since 2013-04-02

Branch Locations

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

Spanish Fort, AL • 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
Interserv, Llc Mobile AL 06/2008 03/2017
Newport Group, Inc. Dresher PA 03/2017 09/2023
Newport Group Securities, Inc. Heathrow FL 03/2017 12/2017
Newport Group Consulting, Llc Lake Mary FL 03/2017 Present
Newport Group Securities, Inc. Lake Mary FL 06/2018 09/2023
Ascensus Broker Dealer Services, Llc Lake Mary FL 08/2023 Present
  • 06/2008 → 03/2017
    Interserv, Llc
    Mobile, AL
  • 03/2017 → 09/2023
    Newport Group, Inc.
    Dresher, PA
  • 03/2017 → 12/2017
    Newport Group Securities, Inc.
    Heathrow, FL
  • 03/2017 → Present
    Newport Group Consulting, Llc
    Lake Mary, FL
  • 06/2018 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 08/2023 → Present
    Ascensus Broker Dealer Services, Llc
    Lake Mary, FL
Previous Registrations
  • 2017-03-31 → 2017-12-21
    Newport Group Securities, Inc.
    Mobile, AL
    Lake Mary, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-01
  • S65 Uniform Investment Adviser Law Examination
    2013-04-01

View on SEC IAPD

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