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300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-21 |
Branch Locations
300 International Parkway Suite 350, 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 | 08/2010 | 08/2022 |
| Newport Group, Inc | Walnut Creek | CA | 08/2010 | 08/2022 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | 08/2022 |
| Capacuity Llc | Lake Mary | FL | 08/2022 | Present |
| Capacuity Securities Inc. | Lake Mary | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-12 |
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