Troy David Kerr

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2022-08-19
MO	RA	APPROVED	2022-08-19
TX	RA	APPROVED_RES	2022-08-19

KS RA
APPROVED

Since 2022-08-19
MO RA
APPROVED

Since 2022-08-19
TX RA
APPROVED_RES

Since 2022-08-19

Branch Locations

4200 W 115Th Street, Suite 210, Leawood, KS 66211 • 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
Frontier Wealth Management	Kansas City	MO	09/2007	07/2022
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	07/2022	Present

09/2007 → 07/2022

Frontier Wealth Management

Kansas City, MO
07/2022 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC

Previous Registrations

2007-09-13 → 2022-10-21

Fwm Legacy, Llc

Leawood, KS
2005-02-22 → 2007-09-07

Aspen Wealth Management, Inc.

Overland Park, KS

Other Businesses

Jones Credit Facility Fund II, LLC; Investment related; 4200 W 115th,Ste 210 Leawood KS; Pooled inv. vehicle; Started 10/1/21; 4 hours per month; 1 hour during trading; manage fund

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-02-21

S65 Uniform Investment Adviser Law Examination

2005-02-21

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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