Douglas B. Murrill

REDFISH CAPITAL

Cypress, TX 77433

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CRD#: 2519577

Professional summary

Douglas Bradley Murrill, who also goes by Brad Murrill, Douglas Murrill, is a registered financial advisor currently at REDFISH CAPITAL located in Cypress, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Douglas has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Murrill | Douglas Murrill

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.

Redfish Insurance Services LLC; Cypress, TX, Investment Related; Insurance Agent; Fixed Insurance Sales; Less than 5% of time spent; Started 11/2022. Redfish Accounting and Tax; Cypress, TX; Not Investment Related; Co-Owner; Tax Services; Less than 5% of time spent; Started 10/2022. Joe Murrill Family Foundation; Cypress, TX; Not Investment Related; Officer; There will be no crossover clients, therefore this activity does not represent a conflict of interest.; Started 09/2005.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Bradley Murrill's CRS (Customer Relationship Summary).

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

Current

May 24, 2023 - Present

REDFISH CAPITAL

Office #1: 17302 House & Hahl Road Suite 215, Cypress, TX 77433

RIA

CRD#: 323348

Cypress, TX

Past

August 1, 2017 - June 13, 2023

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

CYPRESS, TX

Past

July 31, 2017 - June 13, 2023

SCF SECURITIES, INC.

CRD#: 47275

CYPRESS, TX

Past

September 3, 2010 - August 1, 2017

WFG ADVISORS, LP

RIA

CRD#: 125073

CYPRESS, TX

Past

September 3, 2010 - August 1, 2017

WFG INVESTMENTS, INC.

CRD#: 22704

CYPRESS, TX

Past

January 6, 2005 - September 14, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

HOUSTON, TX

Past

January 6, 2005 - September 14, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

HOUSTON, TX

Past

September 22, 1994 - January 13, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HOUSTON, TX

Past

September 20, 1994 - January 13, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(5/26/2023)

IAR

Texas
(5/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/26/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/19/1994

General Securities Representative Examination

Current Firm

REDFISH CAPITAL

REDFISH CAPITAL | REDFISH CAPITAL MANAGEMENT LLC

CRD#: 323348 / SEC#:

Louisiana

Registered Investment Advisory firm - (5/26/2023 Approved)

Texas

Registered Investment Advisory firm - (5/24/2023 Approved)

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Contact information

Main Address

17302 House & Hahl Road Suite 215, Cypress, TX 77433

Mailing Address

Phone number

(281) 256-3100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 81,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Douglas B. Murrill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Bradley Murrill's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/1994

Series 63

Date: 9/21/1994

SIE

Date: 10/1/2018

Series 3

Date: 2/26/1997

Series 7

Date: 9/19/1994

Current Firm

REDFISH CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REDFISH CAPITAL

TRUST BUT VERIFY

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