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Weston Myles Newman

Yale Capital Corp.

St. Petersburg, FL

CRD 6266105

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Employer firm

Yale Capital Corp. CRD 126992

$5.62B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Yale Capital Corp.

6475 1St Ave South, St. Petersburg, FL 33707 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-30
CA RA APPROVED 2020-03-19
TX RA APPROVED 2020-03-19
  • FL RA
    APPROVED
    Since 2020-03-30
  • CA RA
    APPROVED
    Since 2020-03-19
  • TX RA
    APPROVED
    Since 2020-03-19

Branch Locations

6475 1St Ave South, St. Petersburg, FL 33707 • 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
Hsbc Securities (Usa) Inc. Houston TX 10/2015 06/2017
Goodpasture Gray Houston TX 09/2017 02/2020
Texas Yale Capital Corp. St. Petersburg FL 03/2020 Present
  • 10/2015 → 06/2017
    Hsbc Securities (Usa) Inc.
    Houston, TX
  • 09/2017 → 02/2020
    Goodpasture Gray
    Houston, TX
  • 03/2020 → Present
    Texas Yale Capital Corp.
    St. Petersburg, FL
Previous Registrations
  • 2017-10-05 → 2020-02-24
    Goodpasture Gray
    Nashville, TN
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-05
S63 Uniform Securities Agent State Law Examination 2014-09-10
  • S65 Uniform Investment Adviser Law Examination
    2017-10-05
  • S63 Uniform Securities Agent State Law Examination
    2014-09-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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