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
Julie Marie Murphy
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Julie M Murphy
At current firm
20 y
since Jul 21, 2006
In the industry
30 y
since Oct 6, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sequoia Wealth Management, LLC independent RIA currentsince Jan 16, 2015 · Chicago, Il
- Jmc Wealth state registered currentsince Jul 21, 2006 · Chicago, Il
- Associated Planners Investment Advisory Inc unclassifiedJul 7, 2004 to Oct 13, 2009 · Chicago, Il
- Associated Securities Corp. unclassifiedMay 12, 2004 to Sep 8, 2009 · Boston, Ma
- Signator Investors, Inc. formerJul 9, 1999 to May 25, 2004 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- Associated Planners Investment Advisory Inc to Jmc Wealthleft Oct 13, 2009, registered Jul 21, 2006 (-1180 days) · Other
- Associated Securities Corp. to Associated Planners Investment Advisory Incleft Sep 8, 2009, registered Jul 7, 2004 (-1889 days) · Other
- Signator Investors, Inc. to Associated Securities Corp.left May 25, 2004, registered May 12, 2004 (-13 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address