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Keith Daniel Murphy

Schwab Wealth Advisory, Inc.

Lone Tree, CO

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-26
  • CO RA
    APPROVED
    Since 2024-07-26

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jack Rabbit Greenwood Village CO 03/2017 04/2018
Unemployed Englewood CO 06/2015 02/2017
Charles Schwab & Co., Inc. Lone Tree CO 05/2018 Present
Schwab Wealth Advisory, Inc. Lone Tree CO 07/2024 Present
  • 03/2017 → 04/2018
    Jack Rabbit
    Greenwood Village, CO
  • 06/2015 → 02/2017
    Unemployed
    Englewood, CO
  • 05/2018 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2024 → Present
    Schwab Wealth Advisory, Inc.
    Lone Tree, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Designations
Other Names
  • Keith D. Murphy

View on SEC IAPD

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