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Philip Murphy

Indieplan LLC

Chestnut Ridge, NY

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Current Employers
Indieplan Llc

Chestnut Ridge, NY • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-09-12
  • S63 Uniform Securities Agent State Law Examination
    1991-09-12
Designations
Other Names
  • Philip Gerald Murphy

View on SEC IAPD

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