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Inactive

Ron W Henson

Pathstone

Winter Park, FL

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-20
  • FL RA
    APPROVED
    Since 2022-06-20

Branch Locations

145 Lincoln Avenue Ste. A, Winter Park, FL 32789 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Water Oak Advisors Llc Winter Park FL 08/2014 10/2020
Eaton Vance Wateroak Advisors Winter Park FL 10/2020 05/2022
Pathstone Winter Park FL 05/2022 Present
  • 08/2014 → 10/2020
    Water Oak Advisors Llc
    Winter Park, FL
  • 10/2020 → 05/2022
    Eaton Vance Wateroak Advisors
    Winter Park, FL
  • 05/2022 → Present
    Pathstone
    Winter Park, FL
Previous Registrations
  • 2020-12-11 → 2022-05-17
    Eaton Vance Wateroak Advisors
    Boston, MA
    Winter Park, FL
  • 2014-08-22 → 2020-12-11
    Water Oak Advisors, Llc
    Winter Park, FL
  • 2012-02-14 → 2014-08-26
    Schwab Wealth Advisory, Inc.
    Orlando, FL
  • 2003-02-06 → 2012-03-28
    Charles Schwab & Co., Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Maitland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-01
S63 Uniform Securities Agent State Law Examination 1998-02-06
  • S66 Uniform Combined State Law Examination
    2007-05-01
  • S63 Uniform Securities Agent State Law Examination
    1998-02-06
Designations
Other Names
  • Ron Henson
  • Ron W Henson

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

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Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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