DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

Brendan Robert McMurtrie

Advisor at FINANCIAL SENSE ADVISORS, INC.

SAN DIEGO, CA

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:c9e4001b-50eb-fa3d-143c-a956e9b1ef7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 12, 2003 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: FINANCIAL SENSE ADVISORS, INC.
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: Mar 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 21, 2001
First registration: Nov 12, 2003
Dual registered: yes, broker-dealer
Other names: BRENDAN R. MCMURTRIE|BRENDAN R MCMURTRIE
IAPD individual key: 4001706

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
FINANCIAL SENSE ADVISORS, INC.	Independent wealth	Mar 18, 2026	n/a	yes	SAN DIEGO, CA	Current employment
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jun 23, 2021	Mar 17, 2026	no	Milwaukee, WI\|San Marcos, CA	Previous registration
SORRENTO PACIFIC FINANCIAL, LLC	Former SEC adviser	Jul 17, 2019	May 21, 2021	no	SAN DIEGO, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Nov 20, 2017	May 21, 2021	no	Oceanside, CA\|Chula Vista, CA\|San Diego, CA\|National City, CA\|CHULA VISTA, CA\|Chula Vista, CA\|VISTA, CA\|SAN DIEGO, CA\|San Diego, CA\|Carlsbad, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 21, 2012	Nov 17, 2017	no	SAN MARCOS, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|CARLSBAD, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 30, 2012	Aug 28, 2012	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 2, 2009	Dec 23, 2009	no	BONSALL, CA\|SAN DIEGO, CA\|BONSALL, CA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 10, 2008	Apr 1, 2009	no	BONSALL, CA\|BONSALL, CA\|BONSALL, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 9, 2004	Feb 6, 2006	no	SAN DIEGO, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Nov 12, 2003	Aug 25, 2004	no	CARLSBAD, CA	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
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	FINANCIAL SENSE ADVISORS, INC.	Mar 17, 2026	Mar 18, 2026	1	Firm change	Other
SORRENTO PACIFIC FINANCIAL, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	May 21, 2021	Jun 23, 2021	33	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	SORRENTO PACIFIC FINANCIAL, LLC	May 21, 2021	Jul 17, 2019	-674	Channel change	Ibd to ibd
EQUITABLE ADVISORS, LLC	CUSO FINANCIAL SERVICES, L.P.	Nov 17, 2017	Nov 20, 2017	3	Firm change	Other
MSI FINANCIAL SERVICES, INC.	EQUITABLE ADVISORS, LLC	Aug 28, 2012	Sep 21, 2012	24	Firm change	Other
LPL FINANCIAL LLC	MSI FINANCIAL SERVICES, INC.	Dec 23, 2009	Jan 30, 2012	768	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	LPL FINANCIAL LLC	Apr 1, 2009	Apr 2, 2009	1	Firm change	Other
LPL FINANCIAL LLC	NFP ADVISOR SERVICES, LLC	Feb 6, 2006	Jan 10, 2008	703	Firm change after gap	Other
CITICORP INVESTMENT SERVICES	LPL FINANCIAL LLC	Aug 25, 2004	Sep 9, 2004	15	Firm change	Other

Relationships

Registered with (9)

→ FINANCIAL SENSE ADVISORS, INC.Registered adviserregistration: current employment
Mar 18, 2026 to presentfactForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jun 23, 2021 to Mar 17, 2026factForm ADV
→ SORRENTO PACIFIC FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 17, 2019 to May 21, 2021factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Nov 20, 2017 to May 21, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 21, 2012 to Nov 17, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 30, 2012 to Aug 28, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 2, 2009 to Dec 23, 2009factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 10, 2008 to Apr 1, 2009factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Nov 12, 2003 to Aug 25, 2004factForm ADV

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
Brendan Robert Mcmurtrie left Northwestern Mutual Investment Services,Llc for Financial Sense Advisors, Inc. (registered 2026-03-18)
Form ADVobserved 4 days ago