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
Brendan Robert Mcmurtrie
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brendan R. Mcmurtrie
At current firm
0 y
since Mar 18, 2026
In the industry
25 y
since Mar 21, 2001 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Financial Sense Advisors, Inc. independent RIA currentsince Mar 18, 2026 · San Diego, Ca
- Northwestern Mutual Investment Services,LLC no RAUMJun 23, 2021 to Mar 17, 2026 · Milwaukee, Wi
- Sorrento Pacific Financial, LLC formerJul 17, 2019 to May 21, 2021 · San Diego, Ca
- Cuso Financial Services, L.P. formerNov 20, 2017 to May 21, 2021 · Oceanside, Ca
- Equitable Advisors, LLC national BDSep 21, 2012 to Nov 17, 2017 · San Marcos, Ca
- Msi Financial Services, Inc. formerJan 30, 2012 to Aug 28, 2012 · San Diego, Ca
- LPL Financial LLC BD affiliatedApr 2, 2009 to Dec 23, 2009 · Bonsall, Ca
- Nfp Advisor Services, LLC formerJan 10, 2008 to Apr 1, 2009 · Bonsall, Ca
- LPL Financial LLC BD affiliatedSep 9, 2004 to Feb 6, 2006 · San Diego, Ca
- Citicorp Investment Services unclassifiedNov 12, 2003 to Aug 25, 2004 · Carlsbad, Ca
Moves
a registration end followed by a registration begin elsewhere
- Northwestern Mutual Investment Services,LLC to Financial Sense Advisors, Inc.left Mar 17, 2026, registered Mar 18, 2026 (1 days) · Other
- Sorrento Pacific Financial, LLC to Northwestern Mutual Investment Services,LLCleft May 21, 2021, registered Jun 23, 2021 (33 days) · Other
- Cuso Financial Services, L.P. to Sorrento Pacific Financial, LLCleft May 21, 2021, registered Jul 17, 2019 (-674 days) · channel change inside one enterprise, not a move
- Equitable Advisors, LLC to Cuso Financial Services, L.P.left Nov 17, 2017, registered Nov 20, 2017 (3 days) · Other
- Msi Financial Services, Inc. to Equitable Advisors, LLCleft Aug 28, 2012, registered Sep 21, 2012 (24 days) · Other
- LPL Financial LLC to Msi Financial Services, Inc.left Dec 23, 2009, registered Jan 30, 2012 (768 days) · Other
- Nfp Advisor Services, LLC to LPL Financial LLCleft Apr 1, 2009, registered Apr 2, 2009 (1 days) · Other
- LPL Financial LLC to Nfp Advisor Services, LLCleft Feb 6, 2006, registered Jan 10, 2008 (703 days) · Other
- Citicorp Investment Services to LPL Financial LLCleft Aug 25, 2004, registered Sep 9, 2004 (15 days) · Other
Signals
- Brendan Robert Mcmurtrie left Northwestern Mutual Investment Services,Llc for Financial Sense Advisors, Inc. (registered 2026-03-18)Mar 17, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address