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Katie Lynn Wright

Newport Group Consulting, LLC

Lake Mary, FL

Sanford, FL

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Current Employers
Newport Group Consulting, Llc

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-08
  • FL RA
    APPROVED
    Since 2025-08-08

Branch Locations

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Sanford, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascensus Lake Mary FL 05/2018 Present
Cramer, Johnson, Wiggins & Associates Orlando FL 02/2017 04/2018
Unempolyed Orlando FL 12/2016 02/2017
Amica Mutual Insurance Orlando FL 08/2016 12/2016
  • 05/2018 → Present
    Ascensus
    Lake Mary, FL
  • 02/2017 → 04/2018
    Cramer, Johnson, Wiggins & Associates
    Orlando, FL
  • 12/2016 → 02/2017
    Unempolyed
    Orlando, FL
  • 08/2016 → 12/2016
    Amica Mutual Insurance
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
  • S66 Uniform Combined State Law Examination
    2025-05-09
Other Names
  • Katie Lynn Goodwin

View on SEC IAPD

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ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
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