Fundraisers / Newport Group Securities, Inc.
FundraiserRegistered broker-dealer
Newport Group Securities, Inc.
FINRA 29722 · placing rounds since Jan 2016
58company rounds placed
6in the last two years, last Mar 2026
$167.3Bsold in the rounds they placed
6.0%typical commission; the median firm takes 4.9%
Named on 61 Form D filings as paid to sell the offering: 58 for operating companies, 3 for funds. 21 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4426Q1
What they place
- Insurance100%
How big the rounds are
- Under $1M36
- $1M to $5M23
- $5M to $20M17
- $20M to $100M13
- $100M+22
Where the companies are
OH84IN11NY8NC6CT1MA1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Newport Group Securities, Inc.Insurance$2.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Newport Group Securities Inc.Insurance$3.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Newport Group Securities, Inc.Insurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Newport Group Securities, Inc.Insurance$546M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Curt Williams Burris, Eric Robert PrzybillaInsurance$2.7B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Curt Williams Burris, David CammackInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Curt Williams Burris, David CammackInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Curt Williams Burris, David CammackInsurance$2.0B
Dec 2021Protective COLI PPVULAgents: Curt Burris, Scott McGee, Sean DevlinPooled Investment Fund$463M
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Brian Donofry, Curt Williams BurrisInsurance$1.7B
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Brian Donofry, David CammackInsurance$2.3B
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, David Cammack, John M. DahleInsurance$1.8B
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, David Cammack, Kenneth DaytonInsurance$1.5B
Dec 2017Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Kenneth Dayton, Michael D. ShannonInsurance$1.1B
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2017Nationwide BOLI Private Placement Variable AccountAgents: William S BethuneInsurance$750k
Oct 2017Nationwide Private Placement Variable AccountAgents: Sean DevlinInsurance$2.3M
Oct 2017Nationwide Private Placement Variable AccountAgents: Eddie Allen, Michael D. ShannonInsurance$5.5M
Oct 2017Nationwide Private Placement Variable AccountAgents: Sean DevlinInsurance$3.0M
Sept 2017BRIGHTHOUSE LIFE INSURANCE CoAgents: Stanley F. EckertInsurance$75M
Sept 2017BRIGHTHOUSE LIFE INSURANCE CoAgents: VariousInsurance$1.3B
Aug 2017Nationwide Private Placement Variable AccountAgents: Jennifer M. KephartInsurance$190k
Aug 2017Nationwide BOLI Private Placement Variable AccountAgents: Scott BethuneInsurance$20M
Jun 2017Nationwide Private Placement Variable AccountAgents: Thomas CookInsurance$3.4M
Jun 2017Nationwide BOLI Private Placement Variable AccountAgents: William Scott BethuneInsurance$15M
Apr 2017Nationwide Private Placement Variable AccountAgents: Michael ShannonInsurance$501k
Apr 2017Nationwide Private Placement Variable AccountAgents: Andrew ArigoInsurance$25k
Apr 2017Nationwide BOLI Private Placement Variable AccountAgents: Bryant KirkInsurance$10M
Mar 2017Nationwide BOLI Private Placement Variable AccountAgents: Bryant KirkInsurance$10M
Mar 2017Nationwide Private Placement Variable AccountAgents: Sean DevlinInsurance$5.7M
Mar 2017Nationwide Private Placement Variable AccountAgents: John DahleInsurance$233k
Mar 2017Nationwide Private Placement Variable AccountAgents: Sean DevlinInsurance$1.4M
Mar 2017Nationwide Private Placement Variable Account - EAgents: Kevin BachlerInsurance$4.0M
Feb 2017Coli Vul-7 Series AccountAgents: Andrew P. Arigo, Bryant W. Kirk, David G. CammackPooled Investment Fund$1.3B
Jan 2017Nationwide Private Placement Variable AccountAgents: Jennifer KephartInsurance$81k
Jan 2017Nationwide Private Placement Variable AccountAgents: Christopher ParkerInsurance$6.9M
Jan 2017Nationwide Private Placement Variable AccountAgents: Jennifer KephartInsurance$307k
Jan 2017Nationwide Private Placement Variable AccountAgents: Eddie Allen, Michael ShannonInsurance$6.6M
Jan 2017Nationwide Private Placement Variable AccountAgents: Eddie Allen, Michael ShannonInsurance$2.5M
Dec 2016Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew P. Arigo, Kenneth Dayton, Michael D. ShannonInsurance$783M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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