DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William Sterling Newton

Sn Private Wealth Group, LLCstate registeredJacksonville, FlIA-onlyIAPD 2062531

Feed of 09/14/2026

Also filed as Bill Newton

At current firm

0 y

since Apr 28, 2026

In the industry

29 y

since Oct 31, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sn Private Wealth Group, LLC state registered current
since Apr 28, 2026 · Jacksonville, Fl
Destiny Family Office independent RIA
Nov 12, 2025 to Mar 31, 2026 · Jacksonville, Fl
Destiny Wealth Partners, LLC independent RIA
Jan 6, 2025 to Mar 31, 2026 · Jacksonville, Fl
Sterling Newton, Inc. unclassified
Jul 6, 2006 to Dec 31, 2006 · Jacksonville, Fl
Sterling Newton, Inc. unclassified
Jul 6, 2006 to Mar 7, 2025 · Jacksonville, Fl
Kovack Securities Inc. unclassified
May 17, 2005 to Jun 12, 2006 · Ponte Vedra Beach, Fl
Raymond James Financial Services, Inc. unclassified
Mar 31, 1997 to May 12, 2005 · Ponte Vedra Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

Destiny Wealth Partners, LLC to Destiny Family Office
left Mar 31, 2026, registered Nov 12, 2025 (-139 days) · RIA to a newly registered adviser
Destiny Family Office to Sn Private Wealth Group, LLC
left Mar 31, 2026, registered Apr 28, 2026 (28 days) · Other
Sterling Newton, Inc. to Destiny Wealth Partners, LLC
left Mar 7, 2025, registered Jan 6, 2025 (-60 days) · Other
Kovack Securities Inc. to Sterling Newton, Inc.
left Jun 12, 2006, registered Jul 6, 2006 (24 days) · Other
Raymond James Financial Services, Inc. to Kovack Securities Inc.
left May 12, 2005, registered May 17, 2005 (5 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address