Wade Norman Murphy

Current Employers

Employment History

• 08/1999 → Present
  Envision Financial Svcs.
  Lomita, CA
• 01/2010 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2009-09-04 → 2009-12-31
  Transamerica Financial Advisors, Llc
  Rolling Hills Estates, CA
• 2005-04-29 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Arlington, TX
  Austin, TX
  Lubbock, TX
  Corpus Christi, TX
  San Antonio, TX
  San Antonio, TX
  Weslaco, TX
  Brownsville, TX
  Rolling Hills Estates, CA

Other Businesses

EQUITY INDEXED ANNUITY, INSURANCE PRODUCTS AND SALES ENVISION FINANCIAL & INSURANCE SERVICES, INC. POSITION: PRESIDENT NATURE: RETIREMENT PLANNING FOR EDUCATORS INVESTMENT RELATED: YES HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 06/15/1995 ADDRESS: 777 SILVER SPUR ROAD, #213, ROLLING HILLS ESTATES CA 90274 DESCRIPTION: PROSPECTING, MARKETING, SALES & SERVICE OF FIXED ANNUITIES TO EMPLOYEES OF K-12 SCHOOLS THE JACK KRAMER CLUB Is Not Investment Related, ADDRESS: 11 Montecillo Drive, , Rolling Hills Estates, CA, 90275, United States NATURE: Tennis club POSITION: Board Member, START DATE: 7/16/2024, NUMBER OF HOURS: 2 hours per month, 0 hours per month during trading hours DESCRIPTION: The Jack Kramer Club is a private, equity owned Tennis Club that strongly suggests that its membership serve on the board of directors every few years. Duties include decisions regarding the direction of the overall club, the upkeep and maintenance of facilities, decisions regarding events and the health of our adult and junior tennis programs." THE PENSION GEEKS Is Investment Related, ADDRESS: "777 Silver Spur Rd, #213, , Rolling Hills Ests, CA, 90274, United States" NATURE: Retirement and pension planning assistance for school employees, POSITION: President, START DATE: 1/1/2024, NUMBER OF HOURS: 200 hours per month, SECURITIES TRADING HOURS: 5 hours per month during trading hours, DESCRIPTION: "PROSPECTING, MARKETING, SALES & SERVICE OF FIXED ANNUITIES TO EMPLOYEES OF K-12 SCHOOLS COMPENSATION TYPE IS A MIX OF FEE BASED AND COMMISSIONS."

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-27
• S63 Uniform Securities Agent State Law Examination
  1996-08-06