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William Barnett Newman

Newman'S Financial Planning

Queen Creek, AZ

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Current Employers
Newman'S Financial Planning

Queen Creek, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-05
AZ RA APPROVED 2016-02-09
  • FL RA
    APPROVED
    Since 2026-01-05
  • AZ RA
    APPROVED
    Since 2016-02-09

Branch Locations

Queen Creek, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newman's Financial, Llc Gilbert AZ 12/2015 Present
  • 12/2015 → Present
    Newman's Financial, Llc
    Gilbert, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-19
S63 Uniform Securities Agent State Law Examination 2009-12-01
  • S65 Uniform Investment Adviser Law Examination
    2015-12-19
  • S63 Uniform Securities Agent State Law Examination
    2009-12-01
Other Names
  • William B Newman

View on SEC IAPD

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