Mark Donald Murray

Employer firm

Swbc Investment Advisory Services LLC CRD 156155

2,111 advisory clients

Reported services (Item 5G)

• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2021 → 02/2022
  Unemployed
  Round Rock, TX
• 06/2006 → 04/2021
  Diversified Investment Advisors
  Round Rock, TX
• 06/2006 → 04/2021
  Diversified Investors Securities Corp.
  Round Rock, TX

Previous Registrations

• 2022-03-01 → 2023-06-05
  Creative Planning
  Round Rock, TX
  Overland Park, KS
• 2013-06-21 → 2021-05-12
  Transamerica Retirement Advisors, Llc
  Round Rock, TX
• 2002-04-12 → 2003-10-31
  Metlife Investment Fund Services Llc
  Irving, TX

Other Businesses

Baseball Umpire (self employed), not investment related, umpire baseball games, started 2015, 10 hours/month, no work during securities trading hours. Dreamhome Partners, LLC., not investment-related, 203 Elmwood, Pittsburg, KS, rental homes, passive shareholder, started 2017, 1 hour/month, no work during securities trading, no business duties. Rockdale Flying Tigers, LLC; Rockdale, TX; not investment related; Vice president of Airplane Flying Club; start date 1.13.23; 1 hour per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-21
• S63 Uniform Securities Agent State Law Examination
  2000-11-20