DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Darrin Murray

LPL Financial LLCBD affiliatedOrlando, Fl dual registrantIAPD 1572002

Feed of 09/14/2026

Also filed as Jeff Murray

At current firm

2 y

since Jun 21, 2024

In the industry

39 y

since Nov 17, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jun 21, 2024 · Orlando, Fl
Lombard Advisers Incorporated independent RIA
May 25, 2018 to Jun 24, 2024 · Tazewell, Va
Benjamin F. Edwards & Company, Incorporated BD affiliated
May 21, 2010 to May 30, 2018 · St. Louis, Mo
Bfe Asset Management, LLC unclassified
Feb 9, 2010 to May 26, 2010 · St. Louis, Mo
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Nov 25, 2009 · Bluefield, Va
A. G. Edwards & Sons, Inc. unclassified
Feb 1, 1991 to Jan 1, 2008 · Bluefield, Va

Moves

a registration end followed by a registration begin elsewhere

Lombard Advisers Incorporated to LPL Financial LLC
left Jun 24, 2024, registered Jun 21, 2024 (-3 days) · RIA to affiliated broker-dealer or bank
Benjamin F. Edwards & Company, Incorporated to Lombard Advisers Incorporated
left May 30, 2018, registered May 25, 2018 (-5 days) · Affiliated broker-dealer or bank to independent RIA
Bfe Asset Management, LLC to Benjamin F. Edwards & Company, Incorporated
left May 26, 2010, registered May 21, 2010 (-5 days) · Other
Wells Fargo Advisors to Bfe Asset Management, LLC
left Nov 25, 2009, registered Feb 9, 2010 (76 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Jeffrey Darrin Murray left Lombard Advisers Incorporated for Lpl Financial Llc (registered 2024-06-21)
Jun 24, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address