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RIA / WealthAdvisor29 years in industry

WILLIAM STERLING NEWTON

Advisor at SN PRIVATE WEALTH GROUP, LLC

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:6beb1d4c-1216-6dd9-d341-1fe0e2217e7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 31, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SN PRIVATE WEALTH GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 31, 1996
First registration: Mar 31, 1997
Dual registered: no
Other names: BILL NEWTON
IAPD individual key: 2062531

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SN PRIVATE WEALTH GROUP, LLC	State registered	Apr 28, 2026	n/a	yes	JACKSONVILLE, FL	Current employment
DESTINY FAMILY OFFICE	Independent wealth	Nov 12, 2025	Mar 31, 2026	no	Jacksonville, FL\|TAVARES, FL	Previous registration
DESTINY WEALTH PARTNERS, LLC	Independent wealth	Jan 6, 2025	Mar 31, 2026	no	Jacksonville, FL\|TAVARES, FL	Previous registration
STERLING NEWTON, INC.	n/a	Jul 6, 2006	Mar 7, 2025	no	JACKSONVILLE, FL	Previous registration
STERLING NEWTON, INC.	n/a	Jul 6, 2006	Dec 31, 2006	no	JACKSONVILLE, FL	Previous registration
KOVACK SECURITIES INC.	n/a	May 17, 2005	Jun 12, 2006	no	PONTE VEDRA BEACH, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Mar 31, 1997	May 12, 2005	no	PONTE VEDRA BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DESTINY WEALTH PARTNERS, LLC	DESTINY FAMILY OFFICE	Mar 31, 2026	Nov 12, 2025	-139	Firm change after gap	RIA to new firm
DESTINY FAMILY OFFICE	SN PRIVATE WEALTH GROUP, LLC	Mar 31, 2026	Apr 28, 2026	28	Firm change	Other
STERLING NEWTON, INC.	DESTINY WEALTH PARTNERS, LLC	Mar 7, 2025	Jan 6, 2025	-60	Firm change after gap	Other
KOVACK SECURITIES INC.	STERLING NEWTON, INC.	Jun 12, 2006	Jul 6, 2006	24	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	KOVACK SECURITIES INC.	May 12, 2005	May 17, 2005	5	Firm change	Other

Relationships

Registered with (6)

→ SN PRIVATE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ DESTINY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 6, 2025 to Mar 31, 2026factForm ADV
→ DESTINY FAMILY OFFICERegistered adviserregistration: previous registration
Nov 12, 2025 to Mar 31, 2026factForm ADV
→ STERLING NEWTON, INC.Registered adviserregistration: previous registration
Jul 6, 2006 to Mar 7, 2025factForm ADV
→ KOVACK SECURITIES INC.Registered adviserregistration: previous registration
May 17, 2005 to Jun 12, 2006factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 31, 1997 to May 12, 2005factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
William Sterling Newton left Destiny Wealth Partners, Llc for Destiny Family Office (registered 2025-11-12)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2026
Advisor changed firm
William Sterling Newton left Destiny Family Office for Sn Private Wealth Group, Llc (registered 2026-04-28)
Form ADVobserved 6 days ago
Occurred
Mar 7, 2025
Advisor changed firm
William Sterling Newton left Sterling Newton, Inc. for Destiny Wealth Partners, Llc (registered 2025-01-06)
Form ADVobserved 6 days ago