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
Peter Denis Murphy
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Oct 24, 2016
In the industry
22 y
since Jul 1, 2004 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Financial Partners, LLC independent RIA currentsince Oct 24, 2016 · Santa Fe, Nm
- United Planners' Financial Services Of America A Limited Partner independent RIAMar 10, 2014 to Sep 30, 2016 · Pompton Plains, Nj
- Bcg Securities, Inc. independent RIAJul 26, 2013 to Mar 7, 2014 · Santa Fe, Nm
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to Financial Partners, LLCleft Sep 30, 2016, registered Oct 24, 2016 (24 days) · Other
- Bcg Securities, Inc. to United Planners' Financial Services Of America A Limited Partnerleft Mar 7, 2014, registered Mar 10, 2014 (3 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address