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Registered advisor
K•••• D••••• M•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Keith D. Murphy
At current firm
2 y
since Jul 26, 2024
In the industry
19 y
since Jan 30, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- S••••• W••••• A•••••••• I••• no RAUM currentsince Jul 26, 2024 · Lone Tree, Co
- R••••• W• B•••• • C•• I••••••••• mixed wealthJan 30, 2007 to May 12, 2015 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- R••••• W• B•••• • C•• I••••••••• to S••••• W••••• A•••••••• I•••left May 12, 2015, registered Jul 26, 2024 (3363 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
- No RAUM reportedderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address