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Inactive

Kreg Kerr

Westfuller Advisors, LLC

New York, NY

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Current Employers
Westfuller Advisors, Llc

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-30
NY RA APPROVED 2024-04-30
  • CA RA
    APPROVED
    Since 2024-04-30
  • NY RA
    APPROVED
    Since 2024-04-30

Branch Locations

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • 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
Cook Street Consulting, Inc. Denver CO 07/2015 10/2021
Westfuller Advisors, Llc New York NY 01/2023 Present
Unemployed New York NY 10/2021 01/2023
  • 07/2015 → 10/2021
    Cook Street Consulting, Inc.
    Denver, CO
  • 01/2023 → Present
    Westfuller Advisors, Llc
    New York, NY
  • 10/2021 → 01/2023
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-11
  • S65 Uniform Investment Adviser Law Examination
    2023-09-11

View on SEC IAPD

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