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RIA / WealthAdvisor12 years in industry

KEVIN LEE MURDOCK

Advisor at BALENTINE

ATLANTA, GA

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Search this name across graphsid dfx:ria:07ab8dbb-c797-d9fb-0509-874571f0849b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 3, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALENTINE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 7, 2013
First registration: Feb 3, 2014
Dual registered: no
Other names: KEVIN MURDOCK
IAPD individual key: 5860388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Balentine	Independent wealth	Sep 8, 2026	n/a	yes	ATLANTA, GA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Feb 13, 2026	Aug 17, 2026	no	SCOTTSDALE, AZ	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 22, 2017	Nov 5, 2025	no	ROCKVILLE, MD\|ATLANTA, GA\|ATLANTA, GA\|WOODSTOCK, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 25, 2017	Feb 16, 2017	no	SAINT LOUIS, MO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 9, 2015	Oct 18, 2016	no	ROCKVILLE, MD\|BETHESDA, MD\|ROCKVILLE, MD\|ROCKVILLE, MD\|BETHESDA, MD\|ROCKVILLE, MD\|BETHESDA, MD\|BETHESDA, MD	Previous registration
EDWARD JONES	National bd RIA	Feb 3, 2014	May 14, 2014	no	ST LOUIS, MO\|NORTH BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	Balentine	Aug 17, 2026	Sep 8, 2026	22	Firm change	Ibd to RIA
TRUIST ADVISORY SERVICES, INC.	OSAIC WEALTH, INC.	Nov 5, 2025	Feb 13, 2026	100	Firm change	Ibd to ibd
SCOTTRADE INVESTMENT MANAGEMENT	TRUIST ADVISORY SERVICES, INC.	Feb 16, 2017	Feb 22, 2017	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SCOTTRADE INVESTMENT MANAGEMENT	Oct 18, 2016	Jan 25, 2017	99	Firm change	Other
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 14, 2014	Feb 9, 2015	271	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ BALENTINERegistered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Feb 13, 2026 to Aug 17, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 22, 2017 to Nov 5, 2025factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 25, 2017 to Feb 16, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 9, 2015 to Oct 18, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 3, 2014 to May 14, 2014factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
Kevin Lee Murdock left Osaic Wealth, Inc. for Balentine (registered 2026-09-08)
Form ADVobserved 4 days ago
Occurred
Nov 5, 2025
Advisor changed firm
Kevin Lee Murdock left Truist Advisory Services, Inc. for Osaic Wealth, Inc. (registered 2026-02-13)
Form ADVobserved 4 days ago