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William Dalton Henley

Larsen Wealth Management

El Dorado Hills, CA

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Current Employers
Larsen Wealth Management

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-05
  • CA RA
    APPROVED
    Since 2023-10-05

Branch Locations

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • 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
Larsen Wealth Management El Dorado Hills CA 04/2016 09/2023
California State University, Sacramento Sacramento CA 08/2014 12/2016
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2021 09/2023
Lwm Advisors, Inc. El Dorado Hills CA 10/2023 Present
Previous Registrations
Other Businesses

1.Christadelphian Bible Mission of Americas; Treasurer; Non-Investment Related; 9322 Vanalden Ave Northridge CA 91324; Religious-based charitable organization ; Accounting and organizing of funds donated and quarterly/annual reporting ; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Dennis Paggi .

Designations
Other Names
  • Dalton Dalton William

View on SEC IAPD

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