DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NEWPORT WEALTH ADVISORS, INC.
NEWPORT BEACH, CA
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 |
|---|---|---|---|---|---|---|
| NEWPORT WEALTH ADVISORS, INC. | Independent wealth | Dec 5, 2022 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Dec 6, 2022 | Dec 31, 2023 | no | SAN MARCOS, CA|NEWPORT BEACH, CA | Previous registration |
| CROWN CAPITAL SECURITIES, L.P. | Former SEC adviser | Aug 11, 1999 | Dec 6, 2022 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|ORANGE, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | n/a | Dec 31, 2023 | n/a | n/a | Departure no registered destination | Departure |
| CROWN CAPITAL SECURITIES, L.P. | NEWPORT WEALTH ADVISORS, INC. | Dec 6, 2022 | Dec 5, 2022 | -1 | Firm change | Ibd to RIA |