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Current Employers
Liberty Wealth Management, Llc

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
TX RA APPROVED 2024-11-20
  • CA RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED
    Since 2024-11-20

Branch Locations

586-B Wisconsin Street, San Francisco, CA 94107 • United States

411 30Th Street 2Nd Floor, Oakland, CA 94609 • 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
The Vanguard Group, Inc. Charlotte NC 02/2014 11/2016
Lpl Financial Llc Fort Mill SC 11/2016 07/2018
Ae Financial Services, Llc Topeka KS 08/2020 12/2021
Liberty Group, Llc San Francisco CA 08/2018 08/2020
Liberty Wealth Management, Llc San Francisco CA 08/2018 Present
Moore Financial Advice San Francisco CA 08/2009 Present
  • 02/2014 → 11/2016
    The Vanguard Group, Inc.
    Charlotte, NC
  • 11/2016 → 07/2018
    Fort Mill, SC
  • 08/2020 → 12/2021
    Ae Financial Services, Llc
    Topeka, KS
  • 08/2018 → 08/2020
    Liberty Group, Llc
    San Francisco, CA
  • 08/2018 → Present
    San Francisco, CA
  • 08/2009 → Present
    Moore Financial Advice
    San Francisco, CA
Previous Registrations
  • 2018-08-06 → 2018-10-10
    Liberty Group, Llc
    Oakland, CA
    San Francisco, CA
  • 2016-11-21 → 2018-07-13
    Fort Mill, SC
    Fort Mill, SC
Other Businesses

Name of outside business or organization: Moore Financial Advice Address: 586-B Wisconsin Street, San Francisco, CA 94107 Title: Associate Description of outside business or organization: Investment-related financial firm. Description of duties or responsibilities: Financial sales and services. Start date: 08/2009 Hours devoted to OBA monthly: 144 during trading hrs. / 0 during non-trading hrs. Insurance Agent - Mr. Henson has been licensed in California as an insurance producer/agent soliciting, offering, and selling life-only and variable insurance products with Lifetime Marketing & Planning, Inc. (# 0F17020) since 11/19/2018 (CA Insurance License #0M51614). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. He spends less than 8 hours a month on this activity, generally outside trading hours. Clients are in no way required to utilize any Advisor Representative of LWM regarding such individual's activities outside of the firm.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-26
  • S63 Uniform Securities Agent State Law Examination
    2014-03-26
Designations
Other Names
  • Kenneth W Henson
  • Kenneth William Henson
  • Kenneth William Henson

View on SEC IAPD

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