DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Thomas Wayne Chandler

Kerr Wealth Managementindependent RIAFreson, Ca IA-onlyIAPD 1082136

Feed of 09/17/2026

At current firm

6 y

since Apr 7, 2020

In the industry

43 y

since Jan 11, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedkerrwealth.comfirm site, Sep 16, 2026
Designations: CFP, CRPCreportedkerrwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: kerrwealth.com/thomas-chandler-cfp-wealth-advisorreportedkerrwealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Kerr Wealth Management independent RIA current
since Apr 7, 2020 · Freson, Ca
Kovack Advisors, Inc. BD affiliated
Jan 16, 2018 to Apr 3, 2020 · Fresno, Ca
LPL Financial LLC BD affiliated
Jun 11, 2014 to Feb 15, 2018 · Fresno, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 8, 1997 to Jun 5, 2014 · Fresno, Ca

Moves

a registration end followed by a registration begin elsewhere

Kovack Advisors, Inc. to Kerr Wealth Management
left Apr 3, 2020, registered Apr 7, 2020 (4 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to Kovack Advisors, Inc.
left Feb 15, 2018, registered Jan 16, 2018 (-30 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Jun 5, 2014, registered Jun 11, 2014 (6 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address