Best Investors Account Sign in
Inactive

Kaitlyn Jane Murphy

The Fiduciary Group

Savannah, GA

Claim This Profile
Current Employers
The Fiduciary Group

310 Commercial Drive, Savannah, GA 31406-3682 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-18
  • GA RA
    APPROVED
    Since 2026-03-18

Branch Locations

310 Commercial Drive, Savannah, GA 31406-3682 • 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
The Fiduciary Group Llc Savannah GA 09/2025 Present
Bank Of New York Mellon Pittsburgh PA 02/2024 09/2025
Saint Vincent College Latrobe PA 08/2020 12/2023
Pnc Bank Philadelphia PA 05/2023 08/2023
Federated Hermes Pittsburgh PA 05/2022 08/2022
Servicelink Pittsburgh PA 11/2021 04/2022
Lowes Monroeville PA 05/2021 08/2021
Hempfield School District Hempfield PA 08/2022 09/2022
Plum Senior High School Plum PA 08/2016 05/2020
  • 09/2025 → Present
    The Fiduciary Group Llc
    Savannah, GA
  • 02/2024 → 09/2025
    Bank Of New York Mellon
    Pittsburgh, PA
  • 08/2020 → 12/2023
    Saint Vincent College
    Latrobe, PA
  • 05/2023 → 08/2023
    Pnc Bank
    Philadelphia, PA
  • 05/2022 → 08/2022
    Federated Hermes
    Pittsburgh, PA
  • 11/2021 → 04/2022
    Servicelink
    Pittsburgh, PA
  • 05/2021 → 08/2021
    Lowes
    Monroeville, PA
  • 08/2022 → 09/2022
    Hempfield School District
    Hempfield, PA
  • 08/2016 → 05/2020
    Plum Senior High School
    Plum, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-22
Other Names
  • Kaitlyn Jane Patton

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
RL WRIGHT & ASSOCIATES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BULL STREET ADVISORS

Other Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE
KATHRYN WISE
Michael Dell Owens
DARRYL EUGENE WRIGHT
Aaron Monegan
CHRISTOPHER MARK BEAUDRY

Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

More in Savannah, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor