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RIA / WealthAdvisor21 years in industry

DANIEL RAY KERR

Advisor at WHITESTONE CAPITAL MANAGEMENT LLC

North Manchester, IN

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Search this name across graphsid dfx:ria:d94257df-57ab-6fba-ee85-6c3e4aff0c91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WHITESTONE CAPITAL MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 20, 2011
First registration: Feb 28, 2012
Dual registered: no
Other names: DANIEL R KERR|DANEIL R KERR|DANIEL R KERR
IAPD individual key: 6034647

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WHITESTONE CAPITAL MANAGEMENT LLC	State registered	Nov 9, 2021	n/a	yes	North Manchester, IN\|North Manchester, IN	Current employment
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Jan 14, 2019	Dec 9, 2021	no	North Manchester, IN\|CORNELIUS, NC	Previous registration
BROOKSTONE FINANCIAL	State registered	Feb 6, 2015	Jan 17, 2019	no	NORTH MANCHESTER, IN\|JEFFERSONVILLE, IN	Previous registration
SAGEGUARD FINANCIAL GROUP, LLC	Independent wealth	Dec 11, 2012	Mar 11, 2015	no	WARSAW, IN\|GOODLETTSVILLE, TN	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Feb 28, 2012	Nov 21, 2012	no	WAUSAU, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALPHASTAR CAPITAL MANAGEMENT	WHITESTONE CAPITAL MANAGEMENT LLC	Dec 9, 2021	Nov 9, 2021	-30	Firm change	RIA to state RIA
BROOKSTONE FINANCIAL	ALPHASTAR CAPITAL MANAGEMENT	Jan 17, 2019	Jan 14, 2019	-3	Firm change	Other
SAGEGUARD FINANCIAL GROUP, LLC	BROOKSTONE FINANCIAL	Mar 11, 2015	Feb 6, 2015	-33	Firm change after gap	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	SAGEGUARD FINANCIAL GROUP, LLC	Nov 21, 2012	Dec 11, 2012	20	Firm change	Other

Relationships

Registered with (5)

→ WHITESTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Nov 9, 2021 to presentfactForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 14, 2019 to Dec 9, 2021factForm ADV
→ BROOKSTONE FINANCIALRegistered adviserregistration: previous registration
Feb 6, 2015 to Jan 17, 2019factForm ADV
→ SAGEGUARD FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Dec 11, 2012 to Mar 11, 2015factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Nov 21, 2012factForm ADV

Dated events

No dated event names this entity yet.