Inactive

Philip Murphy

Chestnut Ridge, NY

CRD 2168742

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Employer firm

Indieplan LLC CRD 333461

15 advisory clients

Reported services (Item 5G)

Financial planning
CONSULTING FOR OTHER RIAS - INDIEPLAN CONSULTING FOR INVESTMENT ADVISERS

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

Current Employers

Indieplan Llc

Chestnut Ridge, NY • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-29
NY	RA	APPROVED	2025-01-06

TX RA
APPROVED_RES

Since 2025-08-29
NY RA
APPROVED

Since 2025-01-06

Branch Locations

Chestnut Ridge, NY • 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

Organization	City	State	From	To
Indieplan Llc (Formerly Vista Wealth Planning Llc)	Albany	NY	09/2024	Present
Index Insights Ltd.	New York	NY	03/2023	12/2024
S&P Dow Jones Indices	New York	NY	07/2019	01/2023
S&P Dow Jones Indice	New York	NY	08/2017	06/2019
S&P Dow Jones Indices	New York	NY	11/2012	07/2017

09/2024 → Present

Indieplan Llc (Formerly Vista Wealth Planning Llc)

Albany, NY
03/2023 → 12/2024

Index Insights Ltd.

New York, NY
07/2019 → 01/2023

S&P Dow Jones Indices

New York, NY
08/2017 → 06/2019

S&P Dow Jones Indice

New York, NY
11/2012 → 07/2017

S&P Dow Jones Indices

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-09-12

S63 Uniform Securities Agent State Law Examination

1991-09-12

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Philip Gerald Murphy

View on SEC IAPD

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