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Advisor at NEWPORT GROUP CONSULTING, LLC
LAKE MARY, FL | Belle Isle, 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 | May 1, 2017 | n/a | yes | Belle Isle, FL|LAKE MARY, FL | Current employment |
| NEWPORT GROUP SECURITIES, INC. | Former SEC adviser | Feb 11, 2013 | Dec 21, 2017 | no | LAKE MARY, FL|LAKE MARY, FL|Lake Mary, FL | Previous registration |
| Dynamic | Independent wealth | Oct 1, 2012 | Dec 12, 2011 | no | BOSTON, MA | Previous registration |
| SLOANE MCCARRON CAPITAL ADVISORS, LLC | n/a | Sep 26, 2011 | Nov 28, 2011 | no | NORWELL, MA | Previous registration |
| LIGHTHOUSE CAPITAL, LLC | State registered | Nov 5, 2010 | Sep 21, 2012 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Nov 16, 2009 | Nov 3, 2010 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWPORT GROUP SECURITIES, INC. | NEWPORT GROUP CONSULTING, LLC | Dec 21, 2017 | May 1, 2017 | -234 | Channel change | Other |
| LIGHTHOUSE CAPITAL, LLC | SLOANE MCCARRON CAPITAL ADVISORS, LLC | Sep 21, 2012 | Sep 26, 2011 | -361 | Firm change after gap | Other |
| Dynamic | NEWPORT GROUP SECURITIES, INC. | Dec 12, 2011 | Feb 11, 2013 | 427 | Firm change after gap | Other |
| SLOANE MCCARRON CAPITAL ADVISORS, LLC | Dynamic | Nov 28, 2011 | Oct 1, 2012 | 308 | Firm change | Other |
| U.S. FINANCIAL ADVISORS | LIGHTHOUSE CAPITAL, LLC | Nov 3, 2010 | Nov 5, 2010 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29722:140944:FL:2017-12-21 | Dec 21, 2017 | May 1, 2017 | LAKE MARY, FL | Firm change after gap |