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.

Current firm

PRIVATE CLIENT ADVISOR GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 15, 2015

First registration

Jan 22, 2016

Dual registered

no

IAPD individual key

6068327

• Occurred

  Aug 26, 2024
  Advisor changed firm

  Brennen Sean Newton left Owlfi for Private Client Advisor Group, Llc (registered 2024-06-13)

  Form ADVobserved 4 days ago
• Occurred

  Feb 1, 2022
  Advisor changed firm

  Brennen Sean Newton left Woodbury Financial Services, Inc. for Owlfi (registered 2022-02-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:72c7df4d-7d56-60c3-aba5-2da1e0d5b96f

First observed

Jan 22, 2016

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.