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Advisor at NEWPORT GROUP CONSULTING, LLC
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 | Jun 11, 2019 | n/a | yes | LAKE MARY, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 21, 2004 | May 16, 2019 | no | LAKE MARY, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEWPORT GROUP CONSULTING, LLC | May 16, 2019 | Jun 11, 2019 | 26 | Firm change | Other |