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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
NEEDHAM, MA | Appleton, WI
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 | Jun 7, 2023 | n/a | yes | NEEDHAM, MA|Appleton, WI | Current employment |
| NEWPORT GROUP CONSULTING, LLC | Institutional manager | Nov 25, 2020 | Apr 4, 2023 | no | De Pere, WI|LAKE MARY, FL|Appleton, WI | Previous registration |
| EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC | Former SEC adviser | Sep 3, 2013 | Nov 26, 2018 | no | DE PERE, WI|Appleton, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING, LLC | ASCENSUS INVESTMENT ADVISORS, LLC | Apr 4, 2023 | Jun 7, 2023 | 64 | Channel change | Other |
| EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC | NEWPORT GROUP CONSULTING, LLC | Nov 26, 2018 | Nov 25, 2020 | 730 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153254:140944:WI:2018-11-26 | Nov 26, 2018 | Nov 25, 2020 | APPLETON, WI | Firm change after gap |