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Dennis B. Mcmurray

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CRD#: 2557396
DM

Professional summary


Dennis Boyd Mcmurray was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dennis is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, Dennis had worked at 5 firms, which includes BRIDGE WEALTH MANAGEMENT GROUP, GIRARD SECURITIES INC., LPL FINANCIAL LLC, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, A. G. EDWARDS & SONS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

October 27, 2016 - July 1, 2018

BRIDGE WEALTH MANAGEMENT GROUP

RIA
CRD#: 285122
IRVINE, CA
Past

October 8, 2013 - September 15, 2016

GIRARD SECURITIES, INC.

BD
CRD#: 18697
IRVINE, CA
Past

October 7, 2013 - September 15, 2016

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
IRVINE, CA
Past

November 18, 2008 - October 4, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
RANCHO ST. MARGARITA, CA
Past

November 17, 2008 - October 4, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
RANCHO ST. MARGARITA, CA
Past

July 27, 2007 - November 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEWPORT BEACH, CA
Past

July 27, 2007 - November 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEWPORT BEACH, CA
Past

January 29, 2002 - August 1, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
SAN JUAN CAPISTRANO, CA
Past

July 17, 2001 - August 1, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
SAN JUAN CAPISTRANO, CA

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
IAR
Series 66
Date: 8/27/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/2009
General Securities Principal Examination

Current Firm


BW
BRIDGE WEALTH MANAGEMENT GROUP
BRIDGE WEALTH MANAGEMENT GROUP | TANCAR PROPERTIES, LLC | BRIDGE WEALTH MANAGEMENT GROUP, LLC

CRD#: 285122 / SEC#:

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Contact information


Main Address
7545 Irvine Center Dr. Suite 200, Irvine, CA 92618
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BRIDGE WEALTH MANAGEMENT GROUP

CRD#: 285122

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