Legal Disclosures

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Newport Advisory, LLC, A California Limited Liability Company.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Newport Advisory and Cambridge are not affiliated.

State Registrations

James W. Regitz, JR. – AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, Or, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
David Meltzer – CA, CO, GA, KS, MD, MO, MT, NV, NY, OR, SC, WA
Aileen Grant – AK, AZ, CA, NV
Lisa Hallaian – CA
Shelby J. Rothman – AZ, CA, CO, HI, IA, Il, MT, OR, TX, VA, WA
Jay Yanelli – AZ, CA, FL, MI, OR, WA
Mary Dee Foft – CA, OH, TX

Peter Philipp – AK, AZ, CA, CO, CT, FL, HI, IL, MD, MN, MO, NC, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WA D.C.
Edward Marshall – AZ, CA, CT, FL, IL, MD, NC, OH, OR, SC, WA, WA D.C.
Rick Holden – AK, AZ, CA, CO, CT, FL, HI, MD, MN, MO, MT, NV, NY, OR, PA, TX, VA, VT, WA, WA D.C.
Eric Hon – CA
Brian Jeung – CA

Newport Advisory, LLC – CA Insurance License 0H65121

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