DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

NEWPORT GROUP SECURITIES, INC.

CRD 29722

LAKE MARY, FL

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Search this name across graphsid dfx:ria:7c5a596e-24b3-44c7-4431-5c72ecfe153a

Data as of Jun 13, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 68
Dated events: 15
On other graphs: 3
Observed: Mar 30, 2012 to Jun 13, 2023
75 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Newport Group Securities, Inc.

Intermediary · shared crd

Venture Capitalidentity

Newport Group Securities, Inc.

Venture manager · shared crd

Allocatorsidentity

Newport Group Securities, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $23BItem 5.F on the latest filing (2023-06-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 38
Advisory employees: 38
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 75
SEC number: 801-60427
CRD: 29722
Filings on the tape: 75
First filed: Mar 30, 2012
Latest filed: Jun 13, 2023
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASCENSUS GROUP, LLC	100% OF IGNITE ACQUIROR, INC.	E	yes	01/2018	May 5, 2022	Jun 13, 2023
ASCENSUS HOLDINGS, INC.	100% SHAREHOLDER OF ASCENSUS GROUP, LLC	E	yes	01/2018	May 5, 2022	Jun 13, 2023
FOLMER, MICHAEL ROBERT	TREASURER AND VP TAX & FINANCE	Na	yes	05/2022	Jan 9, 2023	Jun 13, 2023
IGNITE ACQUIROR, INC.	100% OF NEWPORT GROUP HOLDINGS, L.P.	E	yes	04/2022	May 5, 2022	Jun 13, 2023
KAPLAN, ROBERT BARRY	Cco	Na	yes	12/2022	Jan 9, 2023	Jun 13, 2023
LANING, KURT JAMES	PRESIDENT & DIRECTOR	Na	yes	05/2017	Jul 13, 2016	Jun 13, 2023
MERCURY BORROWER, INC.	100% OF ASCENSUS HOLDINGS, INC.	E	yes	08/2021	May 5, 2022	Jun 13, 2023
MERCURY INTERMEDIATE I, INC.	100% OF MERCURY INTERMEDIATE II, INC	E	yes	08/2021	May 5, 2022	Jun 13, 2023
MERCURY INTERMEDIATE II, INC.	100% OF MERCURY BORROWER, INC.	E	yes	08/2021	May 5, 2022	Jun 13, 2023
MERCURY PARENT HOLDINGS, INC.	100% OF MERCURY INTERMEDIATE I, INC.	E	yes	08/2021	May 5, 2022	Jun 13, 2023
MEYER, MATTHEW EDWIN	VICE PRESIDENT & DIRECTOR	Na	yes	05/2017	May 26, 2017	Jun 13, 2023
NEWPORT GROUP HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	09/2018	May 5, 2022	Jun 13, 2023
NEWPORT GROUP HOLDINGS I, INC.	Owner	E	yes	12/2014	Jan 2, 2015	Jun 13, 2023
NEWPORT GROUP HOLDINGS II, INC.	Owner	E	yes	09/2018	Oct 3, 2018	Jun 13, 2023
NEWPORT GROUP HOLDINGS, L.P.	Owner	E	yes	09/2018	Jan 2, 2015	Jun 13, 2023
SHANNON, MICHAEL DOUGLAS	VICE PRESIDENT	Na	yes	07/2019	Mar 31, 2017	Jun 13, 2023
SHERRARD, TERESA JEAN	VICE PRESIDENT/ FINOP	Na	yes	07/2019	Mar 30, 2012	Jun 13, 2023
TRIDENT VIII, L.P	29.4% OF MERCURY PARENT HOLDINGS, INC.	C	yes	08/2021	May 5, 2022	Jun 13, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ASCENSUS INVESTMENT ADVISORS, LLC	n/a	Institutional manager	$13B	N	yes	n/a
PRIMA CAPITAL ADVISORS LLC	n/a	Former SEC adviser	$9.5B	N	yes	n/a
NEWPORT GROUP CONSULTING, LLC	n/a	Institutional manager	$5.1B	N	yes	n/a
NYHART CONSULTING, LLC	n/a	Former SEC adviser	$11.1M	N	yes	n/a
ASCENSUS BROKER DEALER SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
ASCENSUS TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
KROLL SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
NEWPORT GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a
NEWPORT TRUST COMPANY	n/a	n/a	n/a	N	yes	Dc
PLAN ADMINISTRATORS, INC.	n/a	n/a	n/a	N	yes	n/a
PROVIDENT TRUST GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$23B	$1.7B	38	38	0	n/a	n/a
2021	Mar 31, 2022	$29B	$1.8B	50	40	0	n/a	n/a
2020	Mar 31, 2021	$29B	$1.6B	54	44	0	n/a	n/a
2019	Mar 31, 2020	$28B	$1.5B	32	22	0	n/a	n/a
2018	Mar 29, 2019	$26B	$1.4B	32	22	0	n/a	n/a
2017	Mar 28, 2018	$31B	$2.1B	0	0	1	n/a	n/a
2016	Mar 31, 2017	$26B	$1.6B	0	0	n/a	n/a	n/a
2015	Mar 30, 2016	$23B	$1.2B	55	23	n/a	n/a	n/a
2014	Mar 27, 2015	$22B	$516M	56	22	n/a	n/a	n/a
2013	Mar 31, 2014	$19B	$266M	43	22	n/a	n/a	n/a
2012	Apr 1, 2013	$15B	$173M	43	22	n/a	n/a	n/a
2011	Mar 30, 2012	$13B	$252M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$23B	$29B	-21.4%	$28B	-6.8%	38	50	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWPORT GROUP CONSULTING, LLC	16	Dec 21, 2017	Jan 1, 2025	LAKE MARY, FL	Firm absorbed	Other	72.7%

Relationships

Affiliated with (4)

→ ASCENSUS INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PRIMA CAPITAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ NEWPORT GROUP CONSULTING, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ NYHART CONSULTING, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Controls (17)

← KAPLAN, ROBERT BARRYOwnerCCO, ownership code NA, individual
Jan 9, 2023 to presentfactForm ADV
← SHANNON, MICHAEL DOUGLASOwnerVICE PRESIDENT, ownership code NA, individual
Mar 31, 2017 to presentfactForm ADV
← SHERRARD, TERESA JEANOwnerVICE PRESIDENT/ FINOP, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← LANING, KURT JAMESOwnerPRESIDENT & DIRECTOR, ownership code NA, individual
Jul 13, 2016 to presentfactForm ADV
← MEYER, MATTHEW EDWINOwnerVICE PRESIDENT & DIRECTOR, ownership code NA, individual
May 26, 2017 to presentfactForm ADV
← FOLMER, MICHAEL ROBERTOwnerTREASURER AND VP TAX & FINANCE, ownership code NA, individual
Jan 9, 2023 to presentfactForm ADV
← ASCENSUS GROUP, LLCOwner100% OF IGNITE ACQUIROR, INC., ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← IGNITE ACQUIROR, INC.Owner100% OF NEWPORT GROUP HOLDINGS, L.P., ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← MERCURY BORROWER, INC.Owner100% OF ASCENSUS HOLDINGS, INC., ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← MERCURY INTERMEDIATE I, INC.Owner100% OF MERCURY INTERMEDIATE II, INC, ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← MERCURY INTERMEDIATE II, INC.Owner100% OF MERCURY BORROWER, INC., ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← MERCURY PARENT HOLDINGS, INC.Owner100% OF MERCURY INTERMEDIATE I, INC., ownership code E, domestic entity
May 5, 2022 to presentfactForm ADV
← NEWPORT GROUP HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
May 5, 2022 to presentfactForm ADV
← NEWPORT GROUP HOLDINGS I, INC.OwnerOWNER, ownership code E, domestic entity
Jan 2, 2015 to presentfactForm ADV
← NEWPORT GROUP HOLDINGS II, INC.OwnerOWNER, ownership code E, domestic entity
Oct 3, 2018 to presentfactForm ADV
← NEWPORT GROUP HOLDINGS, L.P.OwnerOWNER, ownership code E, domestic entity
Jan 2, 2015 to presentfactForm ADV
← TRIDENT VIII, L.POwner29.4% OF MERCURY PARENT HOLDINGS, INC., ownership code C, domestic entity
May 5, 2022 to presentfactForm ADV

Moved with (1)

→ NEWPORT GROUP CONSULTING, LLCRegistered adviser16 advisors, firm absorbed
Dec 21, 2017 to Jan 1, 2025factForm ADV

Registered with (45)

← MATTHEW EDWIN MEYERAdvisorregistration: previous registration
Jul 2, 2008 to Sep 6, 2023factForm ADV
← William David RobuckAdvisorregistration: previous registration
Jul 2, 2019 to Jul 2, 2019factForm ADV
← NADIR RASHID MINOCHERAdvisorregistration: previous registration
Mar 23, 2011 to Dec 26, 2017factForm ADV
← EDDIE BRYAN ALLENAdvisorregistration: previous registration
Oct 16, 2003 to Dec 22, 2017factForm ADV
← MICHAEL DOUGLAS SHANNONAdvisorregistration: previous registration
Nov 2, 2001 to Dec 22, 2017factForm ADV
← JOHN M DAHLEAdvisorregistration: previous registration
Jun 13, 2014 to Dec 22, 2017factForm ADV
← ANDREW PHILIP ARIGOAdvisorregistration: previous registration
Oct 22, 2007 to Dec 22, 2017factForm ADV
← ERIN WALTERS NELSONAdvisorregistration: previous registration
May 19, 2011 to Dec 22, 2017factForm ADV
← Natalie Marie GentryAdvisorregistration: previous registration
Mar 13, 2017 to Dec 22, 2017factForm ADV
← JANE ELIZABETH KELLERAdvisorregistration: previous registration
Aug 5, 2002 to Dec 22, 2017factForm ADV
← STEVE LEE WILLIAMSAdvisorregistration: previous registration
Oct 1, 2004 to Dec 22, 2017factForm ADV
← SAMUEL HAND ROBERTAdvisorregistration: previous registration
May 19, 2011 to Dec 22, 2017factForm ADV
← JULIE MERRITT LEINENBACHAdvisorregistration: previous registration
Mar 3, 2005 to Dec 22, 2017factForm ADV
← JEFFREY ALAN GEORGEAdvisorregistration: previous registration
Dec 19, 2014 to Dec 22, 2017factForm ADV
← JEFFREY MARSHALL BUSHAdvisorregistration: previous registration
Mar 4, 2015 to Dec 22, 2017factForm ADV
← David Marcus BaumAdvisorregistration: previous registration
Feb 25, 2015 to Dec 22, 2017factForm ADV
← EDWARD DEAN SPEERAdvisorregistration: previous registration
Mar 31, 2017 to Dec 21, 2017factForm ADV
← PAUL GERALD ESCOBARAdvisorregistration: previous registration
Feb 11, 2013 to Dec 21, 2017factForm ADV
← Philip Bradford KiddAdvisorregistration: previous registration
Jun 16, 2011 to Dec 21, 2017factForm ADV
← STEVEN FRANCIS SCHREIBERAdvisorregistration: previous registration
May 3, 2017 to Dec 21, 2017factForm ADV
← LINDSEY ELIZABETH ELLISAdvisorregistration: previous registration
Mar 31, 2017 to Dec 21, 2017factForm ADV
← PAUL ROBERT MOEHLEAdvisorregistration: previous registration
Jun 12, 2012 to Dec 21, 2017factForm ADV
← Jorge Ricardo FrigulsAdvisorregistration: previous registration
Jun 22, 2012 to Dec 21, 2017factForm ADV
← Joseph Patrick SzathmaryAdvisorregistration: previous registration
Jun 15, 2010 to Dec 6, 2017factForm ADV
← Thomas Ammon CookAdvisorregistration: previous registration
Aug 12, 2014 to Nov 20, 2017factForm ADV
← MENDEL ALLEN MELZERAdvisorregistration: previous registration
Feb 14, 2002 to May 25, 2017factForm ADV
← Bryant Willis KirkAdvisorregistration: previous registration
Nov 2, 2001 to Jul 11, 2016factForm ADV
← SHERAY GININE OLIVERAdvisorregistration: previous registration
May 30, 2013 to Apr 28, 2016factForm ADV
← Peter Scott CahallAdvisorregistration: previous registration
Dec 5, 2002 to Mar 29, 2016factForm ADV
← Thomas William ChichesterAdvisorregistration: previous registration
Jan 13, 2011 to Jan 26, 2016factForm ADV
and 15 more

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 9, 2023
Control person joined
Robert Barry Kaplan (Cco) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 9, 2023
Control person joined
Michael Robert Folmer (Treasurer And Vp Tax & Finance) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 9, 2023
Control person left
Kieran Edward Brady (Treasurer) no longer on Schedule A of Newport Group Securities, Inc. (listed 2022-12-20, absent 2023-01-09)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2021
Control person left
Alexa Danielle Gellinger (Cco) no longer on Schedule A of Newport Group Securities, Inc. (listed 2021-04-13, absent 2021-09-08)
Form ADVobserved 6 days ago
Occurred
Feb 19, 2020
Control person joined
Kieran Edward Brady (Treasurer) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Feb 19, 2020
Control person left
Lynn Marie Atkinson (Treasurer) no longer on Schedule A of Newport Group Securities, Inc. (listed 2020-01-17, absent 2020-02-19)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2020
Control person left
Gigi Klara Szekely (Chief Compliance Officer) no longer on Schedule A of Newport Group Securities, Inc. (listed 2019-12-13, absent 2020-01-17)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2020
Control person joined
Alexa Danielle Gellinger (Interim Cco) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Sep 6, 2019
Control person joined
Lynn Marie Atkinson (Treasurer) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Jul 23, 2019
Control person left
Sean Noel Havlin (Financial Operations Principal & Treasurer) no longer on Schedule A of Newport Group Securities, Inc. (listed 2019-06-03, absent 2019-07-23)
Form ADVobserved 6 days ago
Occurred
Jul 23, 2019
Control person joined
Teresa Jean Sherrard (Vice President/ Finop) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago
Occurred
Jul 23, 2019
Control person joined
Michael Douglas Shannon (Vice President) appeared on Schedule A of Newport Group Securities, Inc.
Form ADVobserved 6 days ago

Show 3 bookkeeping events

Occurred
Mar 30, 2023
Newport Group Securities, Inc. reported 19 state-registered advisory representatives, down from 40 (2023-01-09 to 2023-03-30)
Occurred
Aug 2, 2020
Newport Group Securities, Inc. reported 43 state-registered advisory representatives, up from 21 (2020-03-31 to 2020-08-02)
Occurred
Mar 29, 2019
Newport Group Securities, Inc. reported 21 state-registered advisory representatives, up from 0 (2018-12-27 to 2019-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c5a596e-24b3-44c7-4431-5c72ecfe153a
First observed: Mar 30, 2012
Last observed: Jun 13, 2023 39 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEWPORT GROUP SECURITIES, INC.

CRD 29722

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c5a596e-24b3-44c7-4431-5c72ecfe153a

Data as of Jun 13, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASCENSUS GROUP, LLC

100% OF IGNITE ACQUIROR, INC.

yes

01/2018

May 5, 2022

Jun 13, 2023

ASCENSUS HOLDINGS, INC.

100% SHAREHOLDER OF ASCENSUS GROUP, LLC

yes

01/2018

May 5, 2022

Jun 13, 2023

FOLMER, MICHAEL ROBERT

TREASURER AND VP TAX & FINANCE

yes

05/2022

Jan 9, 2023

Jun 13, 2023

IGNITE ACQUIROR, INC.

100% OF NEWPORT GROUP HOLDINGS, L.P.

yes

04/2022

May 5, 2022

Jun 13, 2023

KAPLAN, ROBERT BARRY

Cco

yes

12/2022

Jan 9, 2023

Jun 13, 2023

LANING, KURT JAMES

PRESIDENT & DIRECTOR

yes

05/2017

Jul 13, 2016

Jun 13, 2023

MERCURY BORROWER, INC.

100% OF ASCENSUS HOLDINGS, INC.

yes

08/2021

May 5, 2022

Jun 13, 2023

MERCURY INTERMEDIATE I, INC.

100% OF MERCURY INTERMEDIATE II, INC

yes

08/2021

May 5, 2022

Jun 13, 2023

MERCURY INTERMEDIATE II, INC.

100% OF MERCURY BORROWER, INC.

yes

08/2021

May 5, 2022

Jun 13, 2023

MERCURY PARENT HOLDINGS, INC.

100% OF MERCURY INTERMEDIATE I, INC.

yes

08/2021

May 5, 2022

Jun 13, 2023

MEYER, MATTHEW EDWIN

VICE PRESIDENT & DIRECTOR

yes

05/2017

May 26, 2017

Jun 13, 2023

NEWPORT GROUP HOLDINGS GP, LLC

GENERAL PARTNER

yes

09/2018

May 5, 2022

Jun 13, 2023

NEWPORT GROUP HOLDINGS I, INC.

Owner

yes

12/2014

Jan 2, 2015

Jun 13, 2023

NEWPORT GROUP HOLDINGS II, INC.

Owner

yes

09/2018

Oct 3, 2018

Jun 13, 2023

NEWPORT GROUP HOLDINGS, L.P.

Owner

yes

09/2018

Jan 2, 2015

Jun 13, 2023

SHANNON, MICHAEL DOUGLAS

VICE PRESIDENT

yes

07/2019

Mar 31, 2017

Jun 13, 2023

SHERRARD, TERESA JEAN

VICE PRESIDENT/ FINOP

yes

07/2019

Mar 30, 2012

Jun 13, 2023

TRIDENT VIII, L.P

29.4% OF MERCURY PARENT HOLDINGS, INC.

yes

08/2021

May 5, 2022

Jun 13, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ASCENSUS INVESTMENT ADVISORS, LLC

n/a

Institutional manager

$13B

yes

n/a

PRIMA CAPITAL ADVISORS LLC

n/a

Former SEC adviser

$9.5B

yes

n/a

NEWPORT GROUP CONSULTING, LLC

n/a

Institutional manager

$5.1B

yes

n/a

NYHART CONSULTING, LLC

n/a

Former SEC adviser

$11.1M

yes

n/a

ASCENSUS BROKER DEALER SERVICES, LLC

n/a

yes

n/a

ASCENSUS TRUST COMPANY

n/a

yes

n/a

KROLL SECURITIES LLC

n/a

yes

n/a

NEWPORT GROUP, INC.

n/a

yes

n/a

NEWPORT TRUST COMPANY

n/a

yes

PLAN ADMINISTRATORS, INC.

n/a

yes

n/a

PROVIDENT TRUST GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$23B

$1.7B

n/a

2021

Mar 31, 2022

$29B

$1.8B

n/a

2020

Mar 31, 2021

$29B

$1.6B

n/a

2019

Mar 31, 2020

$28B

$1.5B

n/a

2018

Mar 29, 2019

$26B

$1.4B

n/a

2017

Mar 28, 2018

$31B

$2.1B

n/a

2016

Mar 31, 2017

$26B

$1.6B

n/a

2015

Mar 30, 2016

$23B

$1.2B

n/a

2014

Mar 27, 2015

$22B

$516M

n/a

2013

Mar 31, 2014

$19B

$266M

n/a

2012

Apr 1, 2013

$15B

$173M

n/a

2011

Mar 30, 2012

$13B

$252M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$23B

$29B

-21.4%

$28B

-6.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWPORT GROUP CONSULTING, LLC

Dec 21, 2017

Jan 1, 2025

LAKE MARY, FL

Firm absorbed

Other

72.7%