John Stephen Kerr

Current Employers

Employment History

• 10/1985 → 12/2021
  Bay Financial Advisors, Inc.
  Waltham, MA
• 05/2004 → Present
  Lpl Financial, Llc
  Waltham, MA

Previous Registrations

• 2004-03-30 → 2021-12-31
  Bay Financial Advisors, Inc.
  Waltham, MA

Other Businesses

1. 5/12/2004: BAY FINANCIAL ASSOCIATES, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 5/12/2004: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELLING FIXED ANNUITIES, GROUP & INDIVIDUAL HEALTH, LONG TERM CARE, DISABILITY, TERM, WHOLE & UNIVERSAL LIFE INSURANCE 3. 5/30/2008: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 20% Time Spent - Sale and Service of fixed life, disability and long term care insurance 4. 3/08/2013: NFP Insurance Solutions - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 4% Time Spent - Service and Sale of fixed life insurance to clients of BNY Mellon Wealth Management under DBA name of NFP Insurance Solutions 5. 8/31/2015: Peachtree Wealth Strategies LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Branch Location 3580 Pierce Drive, Chamblee, GA. I provide services remotely and am not located at this branch office. I am listed on their website - Started 08/01/2015 - 2 Hr/Mo; 2 Hours During Securities Trading - I provide case development support for advisors affiliated with Peachtree Wealth Strategies a non OSJ Branch affiliated with my LPL Branch.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-18

Other Names

• John Steven Kerr