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
Forrest Michael Murphy
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
3 y
since Jun 13, 2023
In the industry
12 y
since Feb 1, 2014 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Invesco Advisers, Inc. asset manager currentsince Jun 13, 2023 · Crested Butte, Co
- Aspen Wealth Strategies, LLC independent RIAAug 3, 2021 to Apr 4, 2023 · Arvada, Co
- RBC Capital Markets, LLC national BDApr 29, 2019 to Jun 24, 2021 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Aspen Wealth Strategies, LLC to Invesco Advisers, Inc.left Apr 4, 2023, registered Jun 13, 2023 (70 days) · Other
- RBC Capital Markets, LLC to Aspen Wealth Strategies, LLCleft Jun 24, 2021, registered Aug 3, 2021 (40 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Forrest Michael Murphy left Aspen Wealth Strategies, Llc for Invesco Advisers, Inc. (registered 2023-06-13)Apr 4, 2023 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address