Dante Giorgio

Current Employers

Kerr Wealth Management

Oakwood, OH • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-30

PA RA
APPROVED

Since 2026-03-30

Branch Locations

Oakwood, OH • United States

Lititz, PA • 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
Kerr Wealth Management	Fresno	CA	03/2026	Present
Benefix	Lancaster	PA	04/2021	Present
Giorgio Transport, Inc.	Lititz	PA	05/2015	Present
Benecon Group	Lititz	PA	05/2018	03/2021
Giorgio Financial Advisors Llc	Lititz	PA	02/2026	Present

03/2026 → Present

Kerr Wealth Management

Fresno, CA
04/2021 → Present

Benefix

Lancaster, PA
05/2015 → Present

Giorgio Transport, Inc.

Lititz, PA
05/2018 → 03/2021

Benecon Group

Lititz, PA
02/2026 → Present

Giorgio Financial Advisors Llc

Lititz, PA

Other Businesses

1) BENEFIX; NOT INIV REL; LANCASTER, PA; HEALTH IINSURANCE TECH; OPERATIONS ANALYST; START 04/2021; APPROX 144 HRS/MO; 75 HRS/MO DURING SEC TRADING. 2) GIORGIO TRANSPORT; NOT INV REL; LUTITZ, PA; FREIGHT TRANSPORT; ADMINISTRATIVE ASSISTANT; START 05/2015; APPROX 10 HRS/MO; 5 HRS/MO DURING SEC TRADING. 3) GIORGIO FINANCIAL ADVISORS LLC; NOT INV REL; LITITZ, PA; ENTITY SETUP FOR TAX PURPOSES; START 02/2026; NO TIME SPENT IN ACTIVITIES FOR THIS ENTITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-12

S65 Uniform Investment Adviser Law Examination

2026-01-12