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JM

Joseph B. Murdock

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CRD#: 720612
JM

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.

Joseph Bradley Murdock, who also goes by Joseph Bradley Murdoch, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1980. Joseph had worked at 11 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Bradley Murdoch

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 2, 1989 - October 17, 1995

OLSEN PAYNE & COMPANY

BD
CRD#: 15607
SALT LAKE CITY, UT
Past

July 20, 1988 - October 4, 1989

FIRST EAGLE, INC.

BD
CRD#: 16509
Past

August 21, 1987 - January 12, 1990

FITZGERALD, DEARMAN & ROBERTS, INC.

BD
CRD#: 317
Past

February 25, 1987 - September 9, 1987

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

January 5, 1987 - January 15, 1987

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
SALT LAKE CITY, UT
Past

July 2, 1986 - September 9, 1987

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

February 5, 1985 - July 28, 1986

WESTERN CAPITAL & SECURITIES, INC.

BD
CRD#: 7427
Past

December 13, 1984 - January 11, 1985

GREENFIELD/CAMPBELL, INC.

BD
CRD#: 7401
Past

August 7, 1984 - December 10, 1984

PENN WEST SECURITIES & COMPANY

BD
CRD#: 10729
Past

November 15, 1982 - July 26, 1984

COVEY & CO., INC.

BD
CRD#: 4110
Past

October 15, 1982 - November 2, 1982

WEDBUSH SECURITIES INC.

BD
CRD#: 877
Past

December 20, 1980 - August 25, 1982

FIRST EQUITIES CORP.

BD
CRD#: 6372

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: 1/28/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


OP
OLSEN PAYNE & COMPANY
OLSEN PAYNE & COMPANY

CRD#: 15607 / SEC#: , 8-32286

BD
Terminated by SEC on 02/11/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Utah since 05/18/1984
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEDNARIK, STEVEN KENTVICE PRESIDENT16643
PAYNE, JAMES DEANPRESIDENT358553

Disclosures


Regulatory Event16
Arbitration1

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


OLSEN PAYNE & COMPANY

CRD#: 15607

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