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GEORGE D KEGERREIS JR.
CRD#: 6143313
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 502 Bridge St
New Cumberland, PA 17070
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 502 Bridge Street
New Cumberland, PA 17070
Registration History
20132014201520162017201820192020202120222023202420252026IAMERIT FINANCIAL ADVISORS (CRD# 142457)2024 - Present (<1 year)IAZIMMERMANN INVESTMENT MANAGEME... (CRD# 297516)2019 - Present (5 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2020 - Present (5 years)BPFA SECURITY ASSET MANAGEMENT,... (CRD# 101161)2013 - 2020 (7 years)IAPROFESSIONAL FINANCIAL ADVISOR... (CRD# 119910)2013 - 2019 (6 years)
License(s)

State Registrations

B
Florida 1/8/2020

B
Pennsylvania 1/8/2020

IA
Pennsylvania 4/12/2019

B
South Carolina 1/8/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
502 Bridge St, New Cumberland, PA 17070
Registered with this firm since 12/20/2024

IA
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (CRD#:297516)
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070
Registered with this firm since 4/12/2019

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
502 Bridge Street, New Cumberland, PA 17070
Registered with this firm since 1/8/2020

Previous Registration(s)
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B
02/22/2013 - 06/01/2020 PFA SECURITY ASSET MANAGEMENT, INC. (CRD#:101161) NEW CUMBERLAND, PA
IA
03/25/2013 - 11/22/2019 PROFESSIONAL FINANCIAL ADVISORS, INC. (CRD#:119910) NEW CUMBERLAND, PA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.