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
Daniel Ray Kerr
Feed of 09/14/2026
Also filed as Daniel R Kerr
At current firm
4 y
since Nov 9, 2021
In the industry
21 y
since Feb 1, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Whitestone Capital Management LLC state registered currentsince Nov 9, 2021 · North Manchester, In
- Alphastar Capital Management independent RIAJan 14, 2019 to Dec 9, 2021 · North Manchester, In
- Brookstone Financial state registeredFeb 6, 2015 to Jan 17, 2019 · North Manchester, In
- Sageguard Financial Group, LLC independent RIADec 11, 2012 to Mar 11, 2015 · Warsaw, In
- Brookstone Capital Management LLC independent RIAFeb 28, 2012 to Nov 21, 2012 · Wausau, In
Moves
a registration end followed by a registration begin elsewhere
- Alphastar Capital Management to Whitestone Capital Management LLCleft Dec 9, 2021, registered Nov 9, 2021 (-30 days) · RIA to a state-registered adviser
- Brookstone Financial to Alphastar Capital Managementleft Jan 17, 2019, registered Jan 14, 2019 (-3 days) · Other
- Sageguard Financial Group, LLC to Brookstone Financialleft Mar 11, 2015, registered Feb 6, 2015 (-33 days) · Other
- Brookstone Capital Management LLC to Sageguard Financial Group, LLCleft Nov 21, 2012, registered Dec 11, 2012 (20 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address