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.

Current firm

FOUNDATIONS INVESTMENT ADVISORS LLC

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

Nov 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Jun 10, 2017

First registration

Sep 19, 2017

Dual registered

no

IAPD individual key

6847509

• Occurred

  Aug 19, 2022
  Advisor departed, no destination yet

  Daniel Richard Murphy no longer registered at Asset Preservation Wealth & Tax; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf3edbfb-605c-f002-abc6-2bf25cc5fa78

First observed

Sep 19, 2017

Last observed

Sep 15, 2026 5 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.