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Robert J. Murray

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CRD#: 3036275
RM

Professional summary


Robert John Murray was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Robert had worked at 9 firms, which includes SW FINANCIAL, JOSEPH STONE CAPITAL L.L.C., SPARTAN CAPITAL SECURITIES LLC, ROCKWELL GLOBAL CAPITAL LLC, SUMMIT BROKERAGE SERVICES INC., VANGUARD CAPITAL, BROOKVILLE CAPITAL PARTNERS, BENSON YORK GROUP INC., HD BROUS & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Murray | Robert John Murray Iii | Robert John Murray

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

August 21, 2018 - November 9, 2018

SW FINANCIAL

BD
CRD#: 145012
MELVILLE, NY
Past

July 8, 2016 - August 7, 2018

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
MINEOLA, NY
Past

October 2, 2012 - August 4, 2016

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

April 19, 2010 - October 23, 2012

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
MELVILLE, NY
Past

November 13, 2009 - April 21, 2010

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
AMITYVILLE, NY
Past

January 2, 2008 - November 17, 2009

VANGUARD CAPITAL

BD
CRD#: 22081
MASSAPEQUA, NY
Past

February 13, 2006 - December 19, 2007

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
MELVILLE, NY
Past

August 7, 2002 - March 8, 2006

BENSON YORK GROUP, INC.

BD
CRD#: 40231
MELVILLE, NY
Past

July 2, 1999 - July 22, 2002

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

December 4, 1998 - July 7, 1999

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY

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: 11/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SW FINANCIAL
SALOMON WHITNEY FINANCIAL | SW FINANCIAL | SALOMON WHITNEY LLC

CRD#: 145012 / SEC#: , 8-67688

BD
Postponed Effective by SEC on 05/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/11/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
ANGIA HOLDINGS, LLC75.1% OWNER

Disclosures


Regulatory Event7
Arbitration7

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


SW FINANCIAL

CRD#: 145012

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