Inactive

Michael John Kerr

Ac Wealth Partners

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Current Employers

Ac Wealth Partners

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-04-24

PA RA
APPROVED

Since 2024-04-24

Branch Locations

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Private Client Wealth Llc	Haddon Township	NJ	08/2015	04/2018
Td Bank, N.A.	Haddon Township	NJ	08/2015	04/2018
Brinker Capital	Berwyn	PA	05/2018	03/2024
Orion Portfolio Solutions	Berwyn	PA	01/2022	03/2024
Ategenos Capital, Llc	Berwyn	PA	03/2024	Present

08/2015 → 04/2018

Td Private Client Wealth Llc

Haddon Township, NJ
08/2015 → 04/2018

Td Bank, N.A.

Haddon Township, NJ
05/2018 → 03/2024

Brinker Capital

Berwyn, PA
01/2022 → 03/2024

Orion Portfolio Solutions

Berwyn, PA
03/2024 → Present

Ategenos Capital, Llc

Berwyn, PA

Previous Registrations

2023-01-17 → 2024-03-14

Orion Portfolio Solutions, Llc

Omaha, NE

Berwyn, PA
2022-01-10 → 2023-01-06

Orion Portfolio Solutions, Llc

Berwyn, PA

Omaha, NE
2020-10-19 → 2021-12-31

Orion Portfolio Solutions, Llc

Omaha, NE
2018-05-04 → 2020-10-16

Brinker Capital Inc

Berwyn, PA
2015-09-01 → 2018-05-08

Td Private Client Wealth Llc

Haddon Township, NJ

Mount Laurel, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-27

S66 Uniform Combined State Law Examination

2015-08-27

Designations

Other Names

Mitch Kerr

View on SEC IAPD

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Other Investors

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JENNIFER ANN GARRETT

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SAMUEL MARCELINO CARPIN

DEREK ALLEN LEMKE

JONATHAN D SMITH

ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA

MORGAN STANLEY · Berwyn, PA

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