Kevin Lee Murdock

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockville, MD
• 01/2015 → 09/2016
  Bank Of America, N.A.
  Rockville, MD
• 09/2016 → 02/2017
  Scottrade
  Woodbridge, VA
• 02/2017 → 12/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2017 → 10/2025
  Truist Advisory Services, Inc.
  Atlanta, GA
• 10/2025 → Present
  Osaic Wealth Inc
  Scottsdale, AZ
• 12/2023 → 10/2025
  Truist Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2017-02-22 → 2025-11-05
  Truist Advisory Services, Inc.
  Woodstock, GA
  Rockville, MD
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2017-01-25 → 2017-02-16
  Scottrade Investment Management
  Saint Louis, MO
• 2015-02-09 → 2016-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockville, MD
  Bethesda, MD
  Rockville, MD
  Rockville, MD
  Bethesda, MD
  Rockville, MD
  Bethesda, MD
  Bethesda, MD
• 2014-02-03 → 2014-05-14
  Edward Jones
  St Louis, MO
  North Bethesda, MD

Other Businesses

KEVIN MURDOCK POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2014 ADDRESS: 305 Kells Ct, Woodstock GA 30188, United States DESCRIPTION: Author of various fiction novels. Self published online and sold through Amazon and other online distributors. Not securities related.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-07

Other Names

• Kevin Murdock