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RIA / WealthAdvisorCertified Financial Planner35 years in industry

ROBERT JOSEPH BURGER

Advisor at DISCIPLINED MONEY, LLC

PHOENIX, AZ

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Search this name across graphsid dfx:ria:1109f6f5-7c7f-28fe-9ec6-b0002aa8ed41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2000 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: DISCIPLINED MONEY, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 11, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 11, 1991
First registration: Feb 7, 2000
Dual registered: no
IAPD individual key: 2154705

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
DISCIPLINED MONEY, LLC	State registered	Feb 4, 2015	n/a	yes	PHOENIX, AZ	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Aug 3, 2021	Mar 10, 2023	no	PHOENIX, AZ\|SARASOTA, FL	Previous registration
SENSIBLE MONEY, LLC	Independent wealth	Jun 29, 2012	May 15, 2015	no	SCOTTSDALE, AZ	Previous registration
MURPHY CAPITAL ADVISORS, LLC	n/a	Sep 16, 2011	Jun 18, 2012	no	GOODYEAR, AZ	Previous registration
PERSPECTIVE FINANCIAL SERVICES LLC	Former SEC adviser	Jul 17, 2008	Mar 7, 2012	no	PHOENIX, AZ	Previous registration
MILLER/RUSSELL & ASSOCIATES, INC.	n/a	Sep 26, 2005	Apr 1, 2008	no	PHOENIX, AZ	Previous registration
DISCIPLINED INVESTMENTS LLC	n/a	Sep 2, 2003	Jul 25, 2005	no	PHOENIX, AZ	Previous registration
KEATS CONNELLY AND ASSOCIATES INC.	n/a	Feb 7, 2000	Aug 8, 2003	no	PHOENIX, AZ	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
ORIGIN INVESTMENT ADVISORY LLC	n/a	Mar 10, 2023	n/a	n/a	Departure no registered destination	Departure
SENSIBLE MONEY, LLC	DISCIPLINED MONEY, LLC	May 15, 2015	Feb 4, 2015	-100	Firm change after gap	Other
MURPHY CAPITAL ADVISORS, LLC	SENSIBLE MONEY, LLC	Jun 18, 2012	Jun 29, 2012	11	Firm change	Other
PERSPECTIVE FINANCIAL SERVICES LLC	MURPHY CAPITAL ADVISORS, LLC	Mar 7, 2012	Sep 16, 2011	-173	Firm change after gap	Other
MILLER/RUSSELL & ASSOCIATES, INC.	PERSPECTIVE FINANCIAL SERVICES LLC	Apr 1, 2008	Jul 17, 2008	107	Firm change	Other
DISCIPLINED INVESTMENTS LLC	MILLER/RUSSELL & ASSOCIATES, INC.	Jul 25, 2005	Sep 26, 2005	63	Firm change	Other
KEATS CONNELLY AND ASSOCIATES INC.	DISCIPLINED INVESTMENTS LLC	Aug 8, 2003	Sep 2, 2003	25	Firm change	Other

Relationships

Registered with (8)

→ DISCIPLINED MONEY, LLCRegistered adviserregistration: current employment
Feb 4, 2015 to presentfactForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Aug 3, 2021 to Mar 10, 2023factForm ADV
→ SENSIBLE MONEY, LLCRegistered adviserregistration: previous registration
Jun 29, 2012 to May 15, 2015factForm ADV
→ MURPHY CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 16, 2011 to Jun 18, 2012factForm ADV
→ PERSPECTIVE FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Jul 17, 2008 to Mar 7, 2012factForm ADV
→ MILLER/RUSSELL & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 26, 2005 to Apr 1, 2008factForm ADV
→ DISCIPLINED INVESTMENTS LLCRegistered adviserregistration: previous registration
Sep 2, 2003 to Jul 25, 2005factForm ADV
→ KEATS CONNELLY AND ASSOCIATES INC.Registered adviserregistration: previous registration
Feb 7, 2000 to Aug 8, 2003factForm ADV

Dated events

Occurred
Mar 10, 2023
Advisor departed, no destination yet
Robert Joseph Burger no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago