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300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-24 |
Branch Locations
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Jacksonville, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Securities, Inc. | Lake Mary | FL | 01/1997 | 09/2023 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | Present |
| Newport Group Inc | Dresher | PA | 02/2018 | 09/2023 |
| Ascensus | Dresher | PA | 07/2023 | Present |
1. EBA HOLDINGS, INC., NON-INVESTMENT RELATED, 10080 Golf Club Drive, Jacksonville, Fl 32256. PRESIDENT AND OWN 100% OF THE BUSINESS WHICH WAS ESTABLISHED DECEMBER 2000 SOLELY FOR PERSONAL FINANCIAL HOLDINGS. I DEVOTE 0 HOURS PER MONTH TO THIS BUSINESS. 2. Registrant is engaged as a passive investor for Plan J Partners LLC with the operating company of Citrus Transport LLC. In this position, registrant will attend quarterly Board of Director meetings. Citrus Transport LLC is located at 9850 New Berlin Road, Jacksonville, FL 32226. Registrant works approximately 5 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours. 3. 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 | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-10 |
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