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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
Berkeley, CA | NEEDHAM, MA
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 |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | May 31, 2023 | n/a | yes | Berkeley, CA|NEEDHAM, MA | Current employment |
| NEWPORT GROUP CONSULTING, LLC | Institutional manager | Jul 7, 2014 | Jun 8, 2023 | no | LAKE MARY, FL|Walnut Creek, CA|LAKE MARY, FL|Berkeley, CA | Previous registration |
| ADVISORY CONSULTING GROUP LLC | Former SEC adviser | Mar 28, 2007 | Dec 31, 2012 | no | ALAMEDA, CA|WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING, LLC | ASCENSUS INVESTMENT ADVISORS, LLC | Jun 8, 2023 | May 31, 2023 | -8 | Channel change | Other |
| ADVISORY CONSULTING GROUP LLC | NEWPORT GROUP CONSULTING, LLC | Dec 31, 2012 | Jul 7, 2014 | 553 | Firm change after gap | Other |