Randall Carlisle Newton

Current Employers

Employment History

• 03/1999 → Present
  Newton Cpa, Pllc
  Fort Mill, SC
• 07/2003 → 02/2019
  Service Express
  Charlotte, NC
• 07/2011 → Present
  Crown Capital Securities, Lp
  Orange, CA
• 02/2019 → Present
  Lodestar Tax And Accounting
  Charlotte, NC
• 05/2019 → Present
  Abiding Wealth Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2013-07-03 → 2023-11-20
  Crown Capital Securities, L.P.
  Charlotte, NC
• 2001-08-03 → 2002-10-31
  Ffp Advisory Services Inc
  Charlotte, NC

Other Businesses

(1) START DATE 03/1999; I'M THE OWNER OF NEWTON CPA; I DEVOTE 10 HRS/MO (ALL DURING TRADING) TO THIS TAX PRACTICE & I PREPARE BOTH CORPORATE & INDIVIDUAL INCOME TAX RETURNS. THIS IS A NON-INVESTMENT RELATED ACTIVITY (2) START DATE 02/2019, I DEVOTE 110 HRS/MO (ALL DURING TRADING) AS OWNER/CFO OF LODESTAR TAX AND ACCOUNTING. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE INCOME TAX PREPARATION, BOOKKEEPING, ACCOUNTING AND BUSINESS CONSULTING. (3) START DATE 05/2019 I DEVOTE 25 HRS/MO (ALL DURING TRADING) AS INDEPENDENT CONTRACTOR FOR ABIDING WEALTH ADVISORS, LLC. THIS IS AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO PROVIDE FINANCIAL PLANNING, CONSULTING AND RETIREMENT PLANNING. (4) START DATE 07/2018 I DEVOTE 15 HRS/MO (ALL DURING TRADING) AS INDEPENDENT CONTRACTOR FOR ABIDING WEALTH. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO PROVIDE LIMITED SCOPE AND FULL SCOPE BUSINESS VALUATION SERVICES; BUSINESS ADDRESS FOR ALL OF ABOVE IS THE SAME AS BRANCH.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-19
• S65 Uniform Investment Adviser Law Examination
  2001-02-08
• S63 Uniform Securities Agent State Law Examination
  1999-09-27

Other Names

• Randy Carlisle Newton