This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CRUX WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 26, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Apr 26, 1999

First registration

May 6, 2011

Dual registered

yes, broker-dealer

Other names

KEN NEWBERRY|KENNY NEWBERRY|KENNETH NEWBERRY|Kenneth William Newberry|Kenneth William Newberry

IAPD individual key

3195833

• Occurred

  Aug 2, 2024
  Advisor changed firm

  Kenneth William Newberry left Raymond James Financial Services Advisors, Inc for Crux Wealth Advisors (registered 2024-08-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b5a5d93-c621-f407-e7a0-614c802d09e2

First observed

May 6, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.