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Joe Beaty Kercheville

Kercheville Advisors LLC

San Antonio, TX

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Current Employers
Kercheville Advisors Llc

15750 Ih-10 West, San Antonio, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-22
TX RA APPROVED 2014-03-31
  • CO RA
    APPROVED
    Since 2024-02-22
  • TX RA
    APPROVED
    Since 2014-03-31

Branch Locations

15750 Ih-10 West, San Antonio, TX 78249 • United States

Disclosures

2 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kercheville & Company, Inc. San Antonio TX 10/1984 02/2019
Kercheville Advisors, Llc San Antonio TX 03/2014 Present
  • 10/1984 → 02/2019
    Kercheville & Company, Inc.
    San Antonio, TX
  • 03/2014 → Present
    San Antonio, TX
Other Businesses

THE LODGE AT RIVER'S EDGE, IS NOT INVESTMENT RELATED, START DATE: JUNE 2005, HOURS DEVOTED PER MONTH: 5, HOURS DEVOTED PER MONTH DURING TRADING HOURS: 5, DUTIES: OWNER I-10 JUNCTION LTD - NOT INVESTMENT RELATED - 120 CRAVEY RD., BOERNE, TX 78006 - MANAGING PARTNER - 1 HOUR DURING MONTH - 0 HOURS DURING TRADING HOURS - PROPERTY OWNER GUADALUPE RIVERS EDGE LTD - NOT INVESTMENT RELATED - 120 CRAVEY ROAD, BOERNE, TX 78006 - MANAGING PARTNER - 1 HOUR DURING MONTH - O HOURS DURING TRADING HOURS - PROPERTY OWNER JOSHUA CREEK RANCH, IS NOT INVESTMENT RELATED, START DATE: 1990, HOURS DEVOTED PER MONTH: 30, HOURS DEVOTED PER MONTH DURING TRADING HOURS: 5, DUTIES: OWNER AKEA INSURANCE; OWNER; INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-27
S63 Uniform Securities Agent State Law Examination 1979-06-30
  • S65 Uniform Investment Adviser Law Examination
    2001-06-27
  • S63 Uniform Securities Agent State Law Examination
    1979-06-30

View on SEC IAPD

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