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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

PATRICK CORMAC MURPHY

Advisor at ADAMS WEALTH ADVISORS

LOGAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b63b87d1-203c-12e8-6ac4-30c1e6bc10f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: May 13, 2014 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Patrick Cormac Murphy

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Patrick Cormac Murphy

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: ADAMS WEALTH ADVISORS
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: Aug 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Aug 7, 2008
First registration: May 13, 2014
Dual registered: no
IAPD individual key: 5504210

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
Cachetech	Asset manager	Dec 21, 2023	n/a	yes	LOGAN, UT	Current employment
ADAMS WEALTH ADVISORS	Independent wealth	Apr 6, 2020	n/a	yes	LOGAN, UT	Current employment
CHARLES SCHWAB INVESTMENT ADVISORY, INC	Former SEC adviser	May 13, 2014	Apr 13, 2020	no	ENGLEWOOD, CO\|SAN FRANCISCO, CA\|Lone Tree, CO	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
CHARLES SCHWAB INVESTMENT ADVISORY, INC	ADAMS WEALTH ADVISORS	Apr 13, 2020	Apr 6, 2020	-7	Firm change	RIA to RIA

Relationships

Registered with (3)

→ CACHETECHRegistered adviserregistration: current employment
Dec 21, 2023 to presentfactForm ADV
→ ADAMS WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 6, 2020 to presentfactForm ADV
→ CHARLES SCHWAB INVESTMENT ADVISORY, INCRegistered adviserregistration: previous registration
May 13, 2014 to Apr 13, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b63b87d1-203c-12e8-6ac4-30c1e6bc10f9
First observed: May 13, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PATRICK CORMAC MURPHY

Advisor at ADAMS WEALTH ADVISORS

LOGAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b63b87d1-203c-12e8-6ac4-30c1e6bc10f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Cachetech

Asset manager

Dec 21, 2023

n/a

yes

LOGAN, UT

Current employment

ADAMS WEALTH ADVISORS

Independent wealth

Apr 6, 2020

n/a

yes

LOGAN, UT

Current employment

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Former SEC adviser

May 13, 2014

Apr 13, 2020

ENGLEWOOD, CO|SAN FRANCISCO, CA|Lone Tree, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CHARLES SCHWAB INVESTMENT ADVISORY, INC

ADAMS WEALTH ADVISORS

Apr 13, 2020

Apr 6, 2020

-7

Firm change

RIA to RIA