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110 E Market St, New Albany, IN 47150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Planning, Llc | North Manchester | IN | 02/2005 | Present |
| Pmb Capital Management, Llc | Jeffersonville | IN | 02/2015 | 01/2019 |
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2019 | 12/2021 |
| Whitestone Capital Management Llc | New Albany | IN | 10/2021 | Present |
| Daniel Ray Photography | North Manchester | IN | 09/2016 | Present |
Heritage Financial Planning, LLC- owner/ Insurance Agent and also Investment Related 1750 East State Road 13, North Mancheseter, IN 46962, Mr. Kerr offers and sells Insurance Products and Services approximately 30 hours per week during trading hours Daniel Ray Photography, Owner Non- Investment Related, 1750 East State Road 13 North Manchester, IN 46962 Photographer. Mr. Kerr seldom works in his photography business, and spends 0 (zero) hours per week in the photography business during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-20 |
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