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Andrew Peter Kerai

Bearing Financial Advisors, LLC

Austin, TX

Dallas, TX

Capital Ideas

Dallas, TX

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Current Employers
Bearing Financial Advisors, Llc

9390 Research Blvd Kaleido Bldg I Suite 330, Austin, TX 78759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

9390 Research Blvd Kaleido Bldg I Suite 330, Austin, TX 78759 • United States

12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States

Capital Ideas

12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-19
  • TX RA
    APPROVED
    Since 2022-01-19

Branch Locations

12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • 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
OrganizationCityStateFromTo
Rivernorth Capital Management, Llc Chicago IL 11/2015 01/2022
Capital Ideas Dallas TX 01/2022 Present
Bearing Financial Advisors, Llc Austin TX 08/2022 Present
Previous Registrations
Other Businesses

1. Alpha Capital Dallas LLC- Managing Partner 2. Forbes Finance Council- Member 3. CFA Instructor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-11-10
  • S63 Uniform Securities Agent State Law Examination
    2012-11-10
Designations
Other Names
  • Andrew P Kerai

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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