Philip Kidd is a registered investment advisor, based in Lake Mary, FL, with 18 years of industry experience.
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 8 mos
Newport Group Consulting, LLC
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Newport Group Securities, INC.Broker
November 2022 - August 2023 · 9 mos
Capacuity LLC
November 2020 - November 2022 · 2 yrs
Capacuity Securities, INC.Broker
July 2020 - November 2022 · 2 yrs 4 mos
Newport Group Consulting, LLC
April 2017 - June 2020 · 3 yrs 2 mos
Newport Group Securities, INC.
June 2011 - December 2017 · 6 yrs 6 mos
Newport Group Securities, INC.Broker
May 2011 - June 2020 · 9 yrs 1 mo
Clark Investment Strategies, INC.
September 2010 - April 2011 · 7 mos
Clark Securities, INC.Broker
February 2008 - April 2011 · 3 yrs 2 mos
Raymond James & Associates, INC.
January 2006 - May 2006 · 4 mos
Raymond James & Associates, INC.Broker
June 2005 - May 2006 · 11 mos
Texas Securities Partners, INC.Broker
March 2005 - May 2005 · 2 mos
State Registrations2 states
FLMA
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.