Brandon Heath Kershaw

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-06-23

TX RA
APPROVED

Since 2023-06-23

Branch Locations

5005 Lbj Freeway, Suite 1313, Dallas, TX 75224 • 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
Tolleson Wealth Management	Dallas	TX	04/2003	12/2016
Southern Wealth Management	Dallas	TX	05/2017	05/2023
Unemployed	Dallas	TX	01/2017	04/2017
Capfinancial Partners Llc (Captrust)	Raleigh	NC	05/2023	Present

04/2003 → 12/2016

Tolleson Wealth Management

Dallas, TX
05/2017 → 05/2023

Southern Wealth Management

Dallas, TX
01/2017 → 04/2017

Unemployed

Dallas, TX
05/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2017-11-09 → 2023-10-25

Southern Wealth Management Llp

Dallas, TX
2004-07-22 → 2017-01-09

Tolleson Private Wealth Management

Dallas, TX
1999-10-01 → 2003-06-11

Kpmg Investment Advisors

Dallas, TX

Other Businesses

Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; Holding company; started 5/26/23; 1 hour per month; 1 hour during trading; partner

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-06

S65 Uniform Investment Adviser Law Examination

1999-08-06

Designations

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews