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Kenneth William Newberry II
KEN NEWBERRY, KENNETH NEWBERRY, KENNY NEWBERRY, Kenneth William Newberry
CRD#: 3195833
IA
Investment Adviser
B
Broker
CRUX WEALTH ADVISORSCRD#: 330731 25101 The Old Road, Ste 114
Stevenson Ranch, CA 91381
ARETE WEALTH MANAGEMENT, LLCCRD#: 44856 25101 The Old Road
Suite 114
Stevenson Ranch, CA 91381
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2011 - 2020 (8 years)2 FIRMS2020 - 2024 (4 years)2 FIRMS2024 - Present (<1 year)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1999 - 2000 (1 year)
License(s)

State Registrations

B
Arizona 8/28/2024

B
Oregon 8/30/2024

B
California 8/21/2024

B
Texas 8/21/2024

IA
California 8/23/2024

B
Virginia 8/22/2024

B
New York 8/22/2024

B
Washington 8/21/2024

B
North Carolina 8/27/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CRUX WEALTH ADVISORS (CRD#:330731)
25101 The Old Road, Ste 114, Stevenson Ranch, CA 91381
Registered with this firm since 8/23/2024

B
ARETE WEALTH MANAGEMENT, LLC (CRD#:44856)
25101 The Old Road Suite 114, Stevenson Ranch, CA 91381
Registered with this firm since 8/21/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/22/2020 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) Long Beach, CA
B
01/17/2020 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Stevenson Ranch, CA
IA
05/06/2011 - 01/23/2020 WADDELL & REED (CRD#:866) SHERMAN OAKS, CA
B
05/06/2011 - 01/23/2020 WADDELL & REED (CRD#:866) SHERMAN OAKS, CA
B
04/08/1999 - 09/26/2000 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.