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.
Advisor moves
Arrivals at Kerr Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anthony Gaetano Decicco | Savvy independent RIA | Kerr Wealth Management independent RIA | RIA to RIA | Apr 15, 2025 | Jun 20, 2025 (66 d) |
| Thomas Wayne Chandler | Kovack Advisors, Inc. BD affiliated | Kerr Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2020 | Apr 7, 2020 |
| Todd Joseph Pilosi | LPL Financial LLC other | Kerr Wealth Management independent RIA | Other | Oct 28, 2016 | Jan 1, 2025 (2987 d) |
| Andrew Thomas Kerr | Cambridge Investment Research Advisors, Inc. other | Kerr Wealth Management independent RIA | Other | Oct 19, 2016 | Sep 23, 2016 |
| Andrew Thomas Kerr | Osaic Fs, Inc. other | Kerr Wealth Management independent RIA | Other | Sep 15, 2015 | Sep 9, 2015 |
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5 moves match.