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Inactive

William Sterling Newton

Sn Private Wealth Group, LLC

Jacksonville, FL

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Current Employers
Sn Private Wealth Group, Llc

13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-28
  • FL RA
    APPROVED
    Since 2026-04-28

Branch Locations

13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterling Newton, Inc. Jacksonville FL 06/2006 01/2025
Destiny Wealth Partners Jacksonville FL 01/2025 Present
Destiny Family Office Jacksonville FL 11/2025 Present
Sn Private Wealth Group, Llc Jacksonville FL 01/2026 Present
  • 06/2006 → 01/2025
    Sterling Newton, Inc.
    Jacksonville, FL
  • 01/2025 → Present
    Destiny Wealth Partners
    Jacksonville, FL
  • 11/2025 → Present
    Destiny Family Office
    Jacksonville, FL
  • 01/2026 → Present
    Sn Private Wealth Group, Llc
    Jacksonville, FL
Previous Registrations
  • 2025-01-06 → 2026-03-31
    Destiny Wealth Partners, Llc
    Jacksonville, FL
    Tavares, FL
  • 2025-11-12 → 2026-03-31
    Destiny Family Office
    Tavares, FL
    Jacksonville, FL
  • 2006-07-06 → 2025-03-07
    Sterling Newton, Inc.
    Jacksonville, FL
  • 2006-07-06 → 2006-12-31
    Sterling Newton, Inc.
    Jacksonville, FL
  • 2005-05-17 → 2006-06-12
    Kovack Securities Inc.
    Ponte Vedra Beach, FL
  • 1997-03-31 → 2005-05-12
    Raymond James Financial Services, Inc.
    Ponte Vedra Beach, FL
Other Businesses

1)BILL NEWTON, SOLE PROP. INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED, APPROX 10 HOURS A WEEK, ASSIST BUSINESS OWNERS AND AFFLUENT FAMILIES OBTAIN LIFE AND ANNUITY INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-16
S63 Uniform Securities Agent State Law Examination 1996-10-31
  • S65 Uniform Investment Adviser Law Examination
    1997-01-16
  • S63 Uniform Securities Agent State Law Examination
    1996-10-31
Other Names
  • Bill Newton

View on SEC IAPD

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