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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-02
FL RA APPROVED 2012-04-02
  • TX RA
    APPROVED_RES
    Since 2020-01-02
  • FL RA
    APPROVED
    Since 2012-04-02

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc. Orlando FL 04/1999 Present
Schwab Wealth Advisory, Inc. Orlando FL 01/2012 Present
Other Businesses

1) Tiger Bay Farms, LLC | Investment Related:No|1550 Madruga Ave STE 130|Coral Gables|FL|33146|USA|Agriculture/Forestry/Fishing|Class "A" Member|5/15/2014|Less than 20|0|LLC will be owned and operated by 4 parties. We are forming the LLC for the sole purpose of purchasing a 120 acre tree farm located in the Tiger Bay State Forest.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-17
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    2007-08-17
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Other Names
  • Kevin S Murphy
  • Kevin Shawn Murphy

View on SEC IAPD

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