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DT

Donald R. Teasley

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CRD#: 1360988
DT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Robert Teasley, who also goes by Don R Teasley, Don R. Teasley, Don Robert Teasley, Don Teasley, Donald R. Teasley, Teasley, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1993. Donald had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don R Teasley | Don R. Teasley | Don Robert Teasley | Don Teasley | Donald R. Teasley | Teasley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 9, 1999 - January 7, 2014

NEWPORT GROUP SECURITIES, INC.

RIA
CRD#: 29722
HEATHROW, FL
Past

March 19, 1998 - January 7, 2014

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
HEATHROW, FL
Past

June 21, 1993 - January 20, 1998

CLARK-BARDES SECURITIES, INC.

BD
CRD#: 29094
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


NG
NEWPORT GROUP SECURITIES, INC.
NEWPORT GROUP SECURITIES, INC. | THE NEWPORT GROUP | NEWPORT SECURITIES INSURANCE SERVICES | NEWPORT SECURITIES INSURANCE AGENCY | NEWPORT GROUP, INC.

CRD#: 29722 / SEC#: 801-60427, 8-44508

BD
Terminated by SEC on 11/21/2023
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Contact information


Main Address
300 Primera Blvd. Suite 200, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 333-2905
Established
Florida since 12/20/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
38

Documents


Latest Form ADV

Part 2 Brochures

NGS NGC ADV PART 2A 2B FINAL 060823 (6/13/2023)

Direct owners and executive officers


NamePositionCRD#
NEWPORT GROUP HOLDINGS I, INC.OWNER
KAPLAN, ROBERT BARRYCCO1286735

Regulatory assets under management


Total Number of Accounts75
AUM (Assets Under Management)$ 22,966,874,617

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

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