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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-18 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interserv, Llc | Mobile | AL | 03/2014 | 03/2017 |
| Verisight Group | Walnut Creek | CA | 11/2013 | 03/2017 |
| Newport Group Consulting, Llc | Lake Mary | FL | 03/2017 | 05/2023 |
| Newport Group, Inc. | Dresher | PA | 03/2017 | Present |
| Ascensus | Dresher | PA | 05/2023 | Present |
| Pai | Depere | WI | 03/2017 | Present |
In addition to association with the member firm, the individual is employed with the firm's parent company, Newport Group Inc., an Ascensus company, and is an affiliate of the member firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-23 |
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