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

Bradford A Kerr

Raymond James & Associates, Inc.national BDBoca Raton, Fldual registrantIAPD 6362801

Feed of 09/14/2026

Also filed as Bradford Anthony Kerr

At current firm

1 y

since Apr 17, 2025

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James & Associates, Inc. national BD current
since Apr 17, 2025 · Boca Raton, Fl
Destiny Wealth Partners, LLC independent RIA
Dec 5, 2023 to Mar 25, 2025 · Tavares, Fl
Strategic Financial Services independent RIA
Jun 20, 2022 to Aug 2, 2023 · Utica, Ny
Charles Schwab & Co., Inc. national BD
Nov 4, 2015 to Apr 14, 2022 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

Destiny Wealth Partners, LLC to Raymond James & Associates, Inc.
left Mar 25, 2025, registered Apr 17, 2025 (23 days) · RIA to affiliated broker-dealer or bank
Strategic Financial Services to Destiny Wealth Partners, LLC
left Aug 2, 2023, registered Dec 5, 2023 (125 days) · RIA to RIA
Charles Schwab & Co., Inc. to Strategic Financial Services
left Apr 14, 2022, registered Jun 20, 2022 (67 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Bradford A Kerr left Destiny Wealth Partners, Llc for Raymond James & Associates, Inc. (registered 2025-04-17)
Mar 25, 2025 · Advisor changed firm · fact
Bradford A Kerr left Strategic Financial Services for Destiny Wealth Partners, Llc (registered 2023-12-05)
Aug 2, 2023 · Advisor changed firm · fact
Bradford A Kerr left Charles Schwab & Co., Inc. for Strategic Financial Services (registered 2022-06-20)
Apr 14, 2022 · Advisor changed firm · fact

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: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address