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
Zac Dillon Murphy
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Zac Murphy
At current firm
0 y
since Jul 16, 2026
In the industry
10 y
since Aug 1, 2016 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Enterprise, LLC BD affiliated currentsince Jul 16, 2026 · Jacksonville, Fl
- Ullmann Wealth Partners independent RIAMar 4, 2025 to Feb 19, 2026 · Jacksonville Beach, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 8, 2021 to Jan 28, 2022 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Ullmann Wealth Partners to LPL Enterprise, LLCleft Feb 19, 2026, registered Jul 16, 2026 (147 days) · RIA to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Ullmann Wealth Partnersleft Jan 28, 2022, registered Mar 4, 2025 (1131 days) · Wirehouse to independent RIA
Signals
- Zac Dillon Murphy left Ullmann Wealth Partners for Lpl Enterprise, Llc (registered 2026-07-16)Feb 19, 2026 · Advisor changed firm · fact
- Zac Dillon Murphy left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Ullmann Wealth Partners (registered 2025-03-04)Jan 28, 2022 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address