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

Todd Joseph Pilosi

Kerr Wealth Managementindependent RIAFresno, Ca IA-onlyIAPD 2257310

Feed of 09/17/2026

At current firm

1 y

since Jan 1, 2025

In the industry

34 y

since Aug 17, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, 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

Designations: CIMAreportedkerrwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: kerrwealth.com/todd-pilosi-fee-only-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 Jan 1, 2025 · Fresno, Ca
LPL Financial LLC BD affiliated
Jun 29, 2012 to Oct 28, 2016 · Fresno, Ca
RBC Capital Markets, LLC national BD
May 19, 2006 to Jul 20, 2012 · Fresno, Ca
Wells Fargo Advisors wirehouse
Jul 1, 2003 to May 22, 2006 · Fresno, Ca
Prudential Equity Group, LLC unclassified
Apr 26, 1999 to Jul 1, 2003 · Fresno, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Kerr Wealth Management
left Oct 28, 2016, registered Jan 1, 2025 (2987 days) · Other
RBC Capital Markets, LLC to LPL Financial LLC
left Jul 20, 2012, registered Jun 29, 2012 (-21 days) · Other
Wells Fargo Advisors to RBC Capital Markets, LLC
left May 22, 2006, registered May 19, 2006 (-3 days) · Wirehouse to affiliated broker-dealer or bank
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address