Sean Patrick Murphy

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2011 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 02/2011 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 08/2016 → 05/2020
  Teambeachbody.COm
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 10/2018 → 05/2020
  Sean And Kailee Murphy
  Peoria, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2011-03-28 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2010-07-27 → 2011-02-18
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2004-12-08 → 2010-07-09
  Wells Fargo Investments, Llc
  Sun City West, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1) Start Date = 05-06-20| chronicallycomfortable.com| Website Consultant| Phoenix, AZ| Hours/Month = Less than 20| I would be assisting my wife on the weekends in my free time with website development for her retail drop shipping website that sells retail products like handbags, blankets etc. / 2) Start Date = 05-06-20| gotosleeptoday.com| Blogger| Phoenix, AZ| Hours/Month = Less than 20| As a hobby I would be occasionally writing blogs articles in my free time about how to sleep better. May participate in affiliate marketing where I may recommend sleep products in my blog posts that would provide passive commissions. 3) Murphy Camping and Survival | Investment Related: No | Retail | Co-Owner with Spouse | 2022-08-10 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Help with website construction. 4) The Slide Cancelling Dad | Investment Related: No | YouTube.com - Video Game Industry - Content Creator | YouTube.com - Video Game Industry - Content Creator | 2022-08-10 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Occasionally post a video on my video game youtube channel as a fun hobby on the weekend with my family, could generate small income in the future.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07