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Advisor at NEWPORT GROUP CONSULTING, LLC
Orlando, FL | 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 | Apr 28, 2017 | n/a | yes | LAKE MARY, FL|Orlando, FL | Current employment |
| NYHART CONSULTING, LLC | Former SEC adviser | Oct 7, 2024 | Dec 31, 2025 | no | INDIANAPOLIS, IN|ORLANDO, FL | Previous registration |
| NEWPORT GROUP SECURITIES, INC. | Former SEC adviser | Jul 2, 2008 | Sep 6, 2023 | no | LAKE MARY, FL|LAKE MARY, FL|Lake Mary, FL|LAKE MARY, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 5, 2008 | no | ORLANDO, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 11, 2005 | Apr 2, 2007 | no | ORLANDO, FL|ORLANDO, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 1, 2003 | Nov 30, 2004 | no | FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NYHART CONSULTING, LLC | n/a | Dec 31, 2025 | n/a | n/a | Departure no registered destination | Departure |
| NEWPORT GROUP SECURITIES, INC. | NEWPORT GROUP CONSULTING, LLC | Sep 6, 2023 | Apr 28, 2017 | -2,322 | Channel change | Other |
| MORGAN STANLEY & CO. LLC | NEWPORT GROUP SECURITIES, INC. | Jun 5, 2008 | Jul 2, 2008 | 27 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| CHARLES SCHWAB & CO., INC. | MORGAN STANLEY DW INC. | Nov 30, 2004 | May 11, 2005 | 162 | Firm change | Other |