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SM

Sarah J. Murphy

M&A SECURITIES GROUP
KANSAS CITY, MO 64116
CRD#: 6835599
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SM
Sarah Jane MurphyM&A SECURITIES GROUP

Professional summary


Sarah Jane Murphy, who also goes by Sarah Jane Hartley, is a registered financial professional currently at M&A SECURITIES GROUP, INC. located in Kansas City, Missouri and BURCH & COMPANY, INC located in Kansas City, Missouri.

Sarah is registered as a RR (Registered Representative) and started their career in finance in 2018. Sarah has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sarah Jane Hartley

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) - BD


Click below to view Sarah Jane Murphy'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

March 28, 2018 - Present

M&A SECURITIES GROUP, INC.

Office #1: 4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116
BD
CRD#: 39999
KANSAS CITY, MO
Current

September 19, 2018 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
KANSAS CITY, MO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(3/28/2018)
RR
North Carolina
(3/16/2021)
RR
South Dakota
(1/12/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/8/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures


Arbitration1

Red Flags


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Company Information


BURCH & COMPANY, INC

CRD#: 102280Kansas City, MO 64116

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