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Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-04-09
  • MA RA
    APPROVED
    Since 2018-04-09

Branch Locations

496 State Rd, West Tisbury, MA 02575 • 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
Purshe Kaplan Sterling Investments Albany NY 01/2016 01/2018
Hellman Jordan Management Boston MA 05/2004 01/2018
Pearson Financial Services Dennis MA 10/2005 01/2018
Lpl Financial Llc West Tisbury MA 12/2019 Present
Martha's Vineyard Savings Bank West Tisbury MA 01/2018 Present
Martha's Vineyard Investment Advisors, Llc West Tisbury MA 01/2018 Present
  • 01/2016 → 01/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2004 → 01/2018
    Hellman Jordan Management
    Boston, MA
  • 10/2005 → 01/2018
    Pearson Financial Services
    Dennis, MA
  • 12/2019 → Present
    Lpl Financial Llc
    West Tisbury, MA
  • 01/2018 → Present
    Martha's Vineyard Savings Bank
    West Tisbury, MA
  • 01/2018 → Present
    West Tisbury, MA
Other Businesses

1. 12/18/19- EDWARD J MURPHY - Real Estate Rental/ property owner -Inv. Related- Somerville, MA- start date 1/1/2003- 2hrs/mth- 5% 2. 5/21/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/20/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-14
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S65 Uniform Investment Adviser Law Examination
    1999-10-14
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Other Names
  • Luke Murphy
  • Edward Joseph Murphy
  • Luke Murphy

View on SEC IAPD

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