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Patrick Cormac Murphy

Cachetech

Logan, UT

Adams Wealth Advisors

Logan, UT

CRD 5504210

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Employer firm

Cachetech CRD 327688

$547M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cachetech

701 S Main St Ste 400, Logan, UT 84321 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-12-21
  • UT RA
    APPROVED
    Since 2023-12-21

Branch Locations

701 S Main St Ste 400, Logan, UT 84321 • United States

Adams Wealth Advisors

701 S Main Suite #400, Logan, UT 84321 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-06
UT RA APPROVED 2020-04-06
  • TX RA
    APPROVED
    Since 2020-04-06
  • UT RA
    APPROVED
    Since 2020-04-06

Branch Locations

701 S Main Suite #400, Logan, UT 84321 • 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
Charles Schwab Investment Advisory Lone Tree CO 11/2012 03/2020
Adams Wealth Management, Llc Logan UT 03/2020 Present
Cachetech Logan UT 12/2023 Present
  • 11/2012 → 03/2020
    Charles Schwab Investment Advisory
    Lone Tree, CO
  • 03/2020 → Present
    Adams Wealth Management, Llc
    Logan, UT
  • 12/2023 → Present
    Cachetech
    Logan, UT
Previous Registrations
  • 2014-05-13 → 2020-04-13
    Charles Schwab Investment Advisory, Inc.
    Englewood, CO
    San Francisco, CA
    Lone Tree, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-07
  • S63 Uniform Securities Agent State Law Examination
    2008-08-07
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HAROLD DANCE INVESTMENTS
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

JACK W PETERSON
STEPHEN F NEELEY
AARON JAMES NEELEY

Nearby Offices

HAROLD DANCE INVESTMENTS · LOGAN, UT
EDWARD JONES · LOGAN, UT
LPL FINANCIAL LLC · LOGAN, UT

More in Logan, UT

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