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Advisor at EHG WEALTH MANAGEMENT
Chesterfield, MO | INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EHG WEALTH MANAGEMENT | No RAUM reported | Jul 28, 2026 | n/a | yes | INDIANAPOLIS, IN|Chesterfield, MO | Current employment |
| KERR WEALTH MANAGEMENT | Independent wealth | Jun 20, 2025 | Jul 14, 2026 | no | Litituz, PA|OAKWOOD, OH|Chesterfield, MO | Previous registration |
| Savvy | Independent wealth | Mar 11, 2025 | Apr 15, 2025 | no | Letitz, PA|NEW YORK, NY | Previous registration |
| SECURITY CAPITAL MANAGEMENT | Independent wealth | Jun 9, 2023 | Feb 7, 2025 | no | LANCASTER, PA | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 16, 2021 | Jun 28, 2023 | no | Lancaster, PA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 22, 2016 | Apr 19, 2021 | no | Manheim, PA|ST LOUIS, MO|Lancaster, PA|LITITZ, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KERR WEALTH MANAGEMENT | EHG WEALTH MANAGEMENT | Jul 14, 2026 | Jul 28, 2026 | 14 | Firm change | RIA to new firm |
| Savvy | KERR WEALTH MANAGEMENT | Apr 15, 2025 | Jun 20, 2025 | 66 | Firm change | RIA to RIA |
| SECURITY CAPITAL MANAGEMENT | Savvy | Feb 7, 2025 | Mar 11, 2025 | 32 | Firm change | RIA to RIA |
| MORGAN STANLEY | SECURITY CAPITAL MANAGEMENT | Jun 28, 2023 | Jun 9, 2023 | -19 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MORGAN STANLEY | Apr 19, 2021 | Apr 16, 2021 | -3 | Firm change | Ibd to wirehouse |