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Oakwood, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2025-06-20 |
| CA | RA | APPROVED | 2016-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kerr Insurance Brokers, Inc | Oakwood | OH | 01/2010 | Present |
| Kerr Financial Planning Corporation Dba Kerr Wealth Management | Oakwood | OH | 07/2015 | Present |
| Mara, Llc | Fresno | CA | 06/2018 | 01/2020 |
| Kerr Payroll Solutions, Llc | Fresno | CA | 08/2018 | 08/2025 |
| Dorval Estate Winery | Friant | CA | 01/2024 | Present |
| Kerr Retirement Services, Llc | Oakwood | OH | 08/2025 | Present |
(1.)KERR INSURANCE BROKERS INC, OAKWOOD, OH; 1/2008 AS CEO/ - 15 HR/WK - 0/TRADING. (2.) Kerr Retirement Solutions, LLC; yes; OAKWOOD, OH; Owner; 08/2025; 20/ HRS MO; 20/ HRS MO (3.) Dorval Estate Winery; not inv rel; Fraint, CA; owner; farming/grow & harvest grapes/winemaking; approx 30 hrs/mo; 0 hrs during sec trdg; start 01/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-24 |
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