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Murray Ian Kerdman

Prime Source Enterprises, Inc

Montecito, CA

CRD 2813087

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Employer firm

Prime Source Enterprises, Inc CRD 133981

$25.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Prime Source Enterprises, Inc

Montecito, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Montecito, CA • 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
OrganizationCityStateFromTo
Prime Source Enterprises, Inc. Calabasas CA 06/1980 Present
Previous Registrations
Other Names
  • Murray Kerdman

View on SEC IAPD

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