Capital Flow Monitor · Placement agents
Michael D. Shannon
Registered representative · Newport Group Securities, Inc · CRD 1314743
Real-estate raises
0
Lodging raises
0
All raises seen
3
Total offered
$0
Licensed / soliciting in: CA CO DE FL GA NC PA TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-12-10 | LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT Z IN | Insurance | — | — | |
| 2025-10-27 | Protective COLI PPVUL AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-09-26 | BRIGHTHOUSE LIFE INSURANCE Co NC | Insurance | 506(b) | — | — |