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Advisor at CAPACUITY LLC
LAKE MARY, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPACUITY LLC | Other adviser | Jan 5, 2026 | n/a | yes | LAKE MARY, FL | Current employment |
| MARINER INSTITUTIONAL, LLC | Other adviser | Jul 10, 2024 | Oct 15, 2025 | no | WINTER PARK, FL | Previous registration |
| NEWPORT GROUP CONSULTING, LLC | Institutional manager | Apr 18, 2017 | Jul 25, 2022 | no | LAKE MARY, FL | Previous registration |
| NEWPORT GROUP SECURITIES, INC. | Former SEC adviser | Jun 22, 2012 | Dec 21, 2017 | no | LAKE MARY, FL|Lake Mary, FL|LAKE MARY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | CAPACUITY LLC | Oct 15, 2025 | Jan 5, 2026 | 82 | Firm change | Other |
| NEWPORT GROUP CONSULTING, LLC | MARINER INSTITUTIONAL, LLC | Jul 25, 2022 | Jul 10, 2024 | 716 | Firm change after gap | Other |
| NEWPORT GROUP SECURITIES, INC. | NEWPORT GROUP CONSULTING, LLC | Dec 21, 2017 | Apr 18, 2017 | -247 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29722:140944:FL:2017-12-21 | Dec 21, 2017 | Apr 18, 2017 | LAKE MARY, FL | Firm change after gap |