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KM

Kevin M. Murphy

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CRD#: 4020785
KM

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.

Kevin Michael Murphy was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1999. Kevin had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

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 29, 2012 - January 13, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
PHOENIX, AZ
Past

October 26, 2012 - January 13, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
PHOENIX, AZ
Past

June 6, 2012 - October 30, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOMBARD, IL
Past

June 4, 2012 - October 30, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
LOMBARD, IL
Past

June 1, 2012 - June 4, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOMBARD, IL
Past

February 14, 2011 - June 8, 2012

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
CHICAGO, IL
Past

February 14, 2011 - June 8, 2012

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
CHICAGO, IL
Past

July 6, 2010 - February 15, 2011

NFSG CORPORATION

RIA
CRD#: 130814
CHICAGO, IL
Past

July 6, 2010 - February 15, 2011

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
CHICAGO, IL
Past

June 18, 2009 - September 4, 2009

CHICAGO INVESTMENT GROUP, LLC

RIA
CRD#: 11853
NEW YORK, NY
Past

June 18, 2009 - July 19, 2010

CHICAGO INVESTMENT GROUP ADVISORS, LLC

RIA
CRD#: 148188
CHICAGO, IL
Past

July 30, 2003 - July 19, 2010

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
NEW YORK, NY
Past

May 30, 2001 - August 5, 2003

PEREGRINE FINANCIALS & SECURITIES, INC.

BD
CRD#: 43992
CHICAGO, IL
Past

November 10, 1999 - June 26, 2001

D H BRUSH & ASSOCIATES, INC.

BD
CRD#: 3667
CHICAGO, IL

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: 7/23/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BH
BMO HARRIS FINANCIAL ADVISORS, INC.
BANK OF MONTREAL | HARRIS INVESTOR SERVICES, INC. | BMO HARRIS FINANCIAL ADVISORS, INC. | BMO HARRIS FINANCIAL ADVISORS, INC | BMO HARRIS FINANCIAL ADVISORS | BHFA

CRD#: 137115 / SEC#: 801-64847, 8-67064

BD
Terminated by SEC on 10/29/2021
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Contact information


Main Address
115 S Lasalle Street 13w, Chicago, IL 60603
Mailing Address
Phone number
Established
Delaware since 08/17/2005
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

BHFA FORM ADV PART 2A (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
BMO FINANCIAL CORPSHAREHOLDER
LAKE, STEPHANIE ANNCHIEF FINANCIAL OFFICER, FIN OP5845009
MCMILLAN, DARREN CHARLESCHIEF COMPLIANCE OFFICER2347547

Disclosures


Regulatory Event7

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


BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

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