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Orlando, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2020-12-08 |
| FL | RA | APPROVED | 2020-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc. | Lake Mary | FL | 01/2013 | 03/2019 |
| The Newport Group, Inc. | Walnut Creek | CA | 01/2013 | 12/2016 |
| Newport Group, Inc. | Walnut Creek | CA | 01/2017 | 03/2019 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | 03/2019 |
| Triad Advisors Llc | Norcross | GA | 04/2019 | 06/2020 |
| Barr Financial Services, Llc | Winter Park | FL | 04/2019 | 06/2020 |
| Tao Financial Inc. | Orlando | FL | 06/2020 | Present |
| Tao Consulting Llc | Orlando | FL | 07/2020 | Present |
(1) 2020-Present: Tao Consulting LLC/Not Investment Related/Orlando, FL/Business Consulting/President/Business Consulting Services/Involves 12% or more time each month, including during traditional business hours.// (2) 2019-Present: Independent Insurance Agent/Insurance Related/Orlando, FL/Independent insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves less than five percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-17 |
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