Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-29 |
Branch Locations
300 Primera Blvd. Suite 200, 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 | 07/1995 | 07/2019 |
| Newport Group, Inc. | Dresher | PA | 04/2016 | Present |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2018 | Present |
| Newport Group Securities, Inc. | Lake Mary | FL | 07/2019 | 09/2023 |
| Ascensus | Dresher | PA | 02/2023 | Present |
Applicant is associated with Newport Group Consulting, and Ascensus Broker Dealer Services, LLC, all affiliated member firms. This association is part of the Applicant's full-time execution of his job responsibilities. Through the affiliated companies, applicant may offer insurance services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-11 |
Reach out to this advisor