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Advisor at NEWPORT GROUP CONSULTING, LLC
Auburndale, MA | LAKE MARY, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING, LLC | Institutional manager | Jan 19, 2022 | n/a | yes | Auburndale, MA|LAKE MARY, FL | Current employment |
| NEWPORT GROUP CONSULTING, LLC | Institutional manager | Jan 17, 2018 | Dec 31, 2021 | no | Auburndale, MA|LAKE MARY, FL | Previous registration |
| NEWPORT GROUP SECURITIES, INC. | Former SEC adviser | Mar 23, 2011 | Dec 26, 2017 | no | AUBURNDALE, MA|Lake Mary, FL|LAKE MARY, FL|LAKE MARY, FL | Previous registration |
| CLARK INVESTMENT STRATEGIES, INC. | n/a | Jul 31, 2008 | Mar 15, 2011 | no | BRAINTREE, MA | Previous registration |
| HRH INVESTMENT ADVISORS, LLC | n/a | Nov 19, 2002 | Jul 30, 2008 | no | BRAINTREE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWPORT GROUP SECURITIES, INC. | NEWPORT GROUP CONSULTING, LLC | Dec 26, 2017 | Jan 17, 2018 | 22 | Channel change | Other |
| CLARK INVESTMENT STRATEGIES, INC. | NEWPORT GROUP SECURITIES, INC. | Mar 15, 2011 | Mar 23, 2011 | 8 | Firm change | Other |
| HRH INVESTMENT ADVISORS, LLC | CLARK INVESTMENT STRATEGIES, INC. | Jul 30, 2008 | Jul 31, 2008 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29722:140944:FL:2017-12-21 | Dec 26, 2017 | Jan 17, 2018 | LAKE MARY, FL | Firm change |