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.

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Registered advisor

L•••• C••••••••• K•••

C•••••• S••••• • C••• I•••national BDAustin, Txdual registrantIAPD 6566499

Feed of 09/14/2026

Also filed as Logan Kerr

At current firm

2 y

since Apr 30, 2024

In the industry

11 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Apr 30, 2024 · Austin, Tx
K••••• I••••••••• M••••••••• L••• asset manager
Oct 25, 2022 to Apr 2, 2024 · Austin, Tx
K••••• A••••••• S•••••••• L•• BD affiliated
Feb 5, 2020 to Sep 28, 2022 · Austin, Tx
C•••••• S••••• • C••• I••• national BD
Apr 9, 2018 to Mar 6, 2020 · Austin, Tx
Z•••• I••••••••• M••••••••• I••• mixed wealth
Feb 9, 2016 to Dec 6, 2017 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

K••••• I••••••••• M••••••••• L••• to C•••••• S••••• • C••• I•••
left Apr 2, 2024, registered Apr 30, 2024 (28 days) · Other
K••••• A••••••• S•••••••• L•• to K••••• I••••••••• M••••••••• L•••
left Sep 28, 2022, registered Oct 25, 2022 (27 days) · Affiliated broker-dealer or bank to a newly registered adviser
C•••••• S••••• • C••• I••• to K••••• A••••••• S•••••••• L••
left Mar 6, 2020, registered Feb 5, 2020 (-30 days) · Affiliated broker-dealer or bank to another
Z•••• I••••••••• M••••••••• I••• to C•••••• S••••• • C••• I•••
left Dec 6, 2017, registered Apr 9, 2018 (124 days) · Other

Signals

L•••• C••••••••• K••• left K••••• I••••••••• M••••••••• L••• for C•••••• S••••• • C••• I••• (registered 2024-04-30)
Apr 2, 2024 · Advisor changed firm · fact
L•••• C••••••••• K••• left K••••• A••••••• S•••••••• L•• for K••••• I••••••••• M••••••••• L••• (registered 2022-10-25)
Sep 28, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address