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Todd Joseph Pilosi

Kerr Wealth Management

Oakwood, OH

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Current Employers
Kerr Wealth Management

Oakwood, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-20
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-06-20
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Oakwood, OH • United States

Disclosures

4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fresno CA 06/2012 10/2016
Self Employed Clovis CA 10/2016 02/2020
Kerr Wealth Management Fresno CA 04/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-12
S66 Uniform Combined State Law Examination 2020-02-21
S63 Uniform Securities Agent State Law Examination 1992-08-17
  • S65 Uniform Investment Adviser Law Examination
    2020-03-12
  • S66 Uniform Combined State Law Examination
    2020-02-21
  • S63 Uniform Securities Agent State Law Examination
    1992-08-17

View on SEC IAPD

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