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Daniel J. Murphy

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CRD#: 1410023
DM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel James Murphy, who also goes by Dan Murphy, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1985. Daniel had worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Murphy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 10, 2007 - August 14, 2015

LAMON & STERN, INC.

BD
CRD#: 10839
ATLANTA, GA
Past

January 10, 2003 - April 17, 2006

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

November 9, 2001 - November 15, 2002

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

April 28, 1999 - October 21, 2002

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

January 3, 1997 - January 21, 1999

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

December 13, 1985 - January 3, 1997

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
ENGLEWOOD, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


L&
LAMON & STERN, INC.
COMFUND SECURITIES CORPORATION | LAMON-CALLOWAY, INC. | LAMON - CALLAWAY, INC. | LAMON & STERN, INC. | HML EQUITIES, INC. | ESTATE CONSERVATION INC.

CRD#: 10839 / SEC#: , 8-28694

BD
Terminated by SEC on 10/14/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 09/01/1978
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN III, GEORGE THOMASFINANCIAL AND OPERATIONS PRINCIPAL4127517
REUTHER, WILLIAM NOLANCHIEF COMPLIANCE OFFICER5539627

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LAMON & STERN, INC.

CRD#: 10839

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