AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HM

Harvey L. Murdock

Some features on this profile are disabled
CRD#: 342971
HM

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.

Harvey Lay Murdock, who also goes by Harv Murdock, Harvey L Murdock, Harvey Lee Murdock, was a registered financial professional .

Harvey is a previously registered financial professional and started their career in finance in 1971. Harvey had worked at 12 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harv Murdock | Harvey L Murdock | Harvey Lee Murdock

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

February 29, 1996 - January 2, 1998

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
Past

February 28, 1996 - January 2, 1998

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

August 5, 1994 - January 17, 1996

HELIX SECURITIES, INC.

BD
CRD#: 25862
SALT LAKE CITY, UT
Past

September 1, 1993 - July 5, 1994

R.K. STEELE

BD
CRD#: 1904
BEVERLY HILLS, CA
Past

July 25, 1988 - July 7, 1993

R. A. JOHNSON AND COMPANY, INC.

BD
CRD#: 10262
SALT LAKE CITY, UT
Past

June 19, 1984 - January 10, 1990

WARREN & BROWN ASSOCIATES, INC.

BD
CRD#: 13410
Past

January 13, 1984 - June 26, 1984

BENTLEY INVESTMENTS, INC.

BD
CRD#: 6672
Past

January 6, 1984 - January 10, 1984

MERLIN EQUITIES INC.

BD
CRD#: 13944
Past

January 10, 1978 - January 16, 1984

FIRST EQUITIES CORP.

BD
CRD#: 6372
Past

June 11, 1976 - February 12, 1978

PRINCE, LANGHEINRICH & GREER, INC.

BD
CRD#: 6740
Past

June 18, 1973 - July 28, 1976

COVEY & CO., INC.

BD
CRD#: 4110
Past

March 9, 1973 - May 11, 1974

BONNEVILLE SECURITIES

BD
CRD#: 1000002
Past

November 10, 1971 - February 15, 1974

EQUIDYNE

BD
CRD#: 5429

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: 6/2/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/5/1971
Registered Representative Examination

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

TRUST BUT VERIFY

Monitor Harvey Murdock

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics