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

Timothy Murphy

Td Private Client Wealth LLCBD affiliatedRamsey, Njdual registrantIAPD 2874257

Feed of 09/14/2026

Also filed as Timothy M Murphy

At current firm

0 y

since Jan 8, 2026

In the industry

21 y

since Dec 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Td Private Client Wealth LLC BD affiliated current
since Jan 8, 2026 · Ramsey, Nj
LPL Financial LLC BD affiliated
Aug 25, 2025 to Oct 2, 2025 · Randolph, Nj
Private Advisor Group, LLC BD affiliated
Nov 19, 2024 to Feb 11, 2025 · Morristown, Nj
Citigroup Global Markets Inc. BD affiliated
Apr 11, 2023 to Jul 1, 2024 · Long Island City, Ny
Citi Private Advisory, LLC former
May 2, 2022 to Aug 30, 2022 · New York, Ny
Citigroup Global Markets Inc. BD affiliated
May 2, 2022 to Aug 30, 2022 · New York, Ny
Charles Schwab & Co., Inc. national BD
Oct 25, 2019 to Jan 8, 2021 · Morristown, Nj

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Td Private Client Wealth LLC
left Oct 2, 2025, registered Jan 8, 2026 (98 days) · Affiliated broker-dealer or bank to another
Private Advisor Group, LLC to LPL Financial LLC
left Feb 11, 2025, registered Aug 25, 2025 (195 days) · Affiliated broker-dealer or bank to another
Citigroup Global Markets Inc. to Private Advisor Group, LLC
left Jul 1, 2024, registered Nov 19, 2024 (141 days) · Affiliated broker-dealer or bank to another
Citi Private Advisory, LLC to Citigroup Global Markets Inc.
left Aug 30, 2022, registered Apr 11, 2023 (224 days) · channel change inside one enterprise, not a move
Citigroup Global Markets Inc. to Citi Private Advisory, LLC
left Aug 30, 2022, registered May 2, 2022 (-120 days) · channel change inside one enterprise, not a move
Charles Schwab & Co., Inc. to Citigroup Global Markets Inc.
left Jan 8, 2021, registered May 2, 2022 (479 days) · Affiliated broker-dealer or bank to another

Signals

Timothy Murphy left Lpl Financial Llc for Td Private Client Wealth Llc (registered 2026-01-08)
Oct 2, 2025 · Advisor changed firm · fact
Timothy Murphy left Private Advisor Group, Llc for Lpl Financial Llc (registered 2025-08-25)
Feb 11, 2025 · Advisor changed firm · fact
Timothy Murphy left Citigroup Global Markets Inc. for Private Advisor Group, Llc (registered 2024-11-19)
Jul 1, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address