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Daniel R. Murphy

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CRD#: 734444
DM

Professional summary


Daniel Robert Murphy was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel is a previously registered financial professional and started their career in finance in 1981. Prior to being barred, Daniel had worked at 12 firms, which includes OAK STREET SECURITIES INC., EASTGATE SECURITIES LLC, COLORADO FINANCIAL SERVICE CORPORATION, CHADBOURN SECURITIES INC., COLEMAN & COMPANY SECURITIES INC., BRENNER SECURITIES CORPORATION, ANDERSON & STRUDWICK INCORPORATED, DAIWA CAPITAL MARKETS AMERICA INC., NORTH AMERICAN INVESTMENT CORP., PROVIDENCE SECURITIES INC., BLACKSTOCK & LANDSTREET INC., BLACKSTOCK & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Murphy Daniel

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

January 4, 2012 - August 16, 2012

OAK STREET SECURITIES, INC.

BD
CRD#: 133591
OSCEOLA, WI
Past

May 13, 2011 - December 2, 2011

EASTGATE SECURITIES, LLC

BD
CRD#: 146671
NEW YORK, NY
Past

April 14, 2009 - April 27, 2011

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
JACKSONVILLE, FL
Past

January 25, 1999 - February 27, 2009

CHADBOURN SECURITIES, INC.

BD
CRD#: 39439
JACKSONVILLE, FL
Past

August 24, 1993 - May 22, 1996

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

November 30, 1992 - June 4, 1993

BRENNER SECURITIES CORPORATION

BD
CRD#: 26973
Past

June 16, 1992 - August 24, 1992

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
RICHMOND, VA
Past

August 31, 1989 - July 9, 1990

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
NEW YORK, NY
Past

February 24, 1988 - July 27, 1988

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

June 30, 1987 - February 24, 1988

PROVIDENCE SECURITIES, INC.

BD
CRD#: 14119
Past

March 2, 1987 - July 9, 1987

BLACKSTOCK & LANDSTREET, INC.

BD
CRD#: 14227
Past

June 23, 1981 - January 28, 1987

BLACKSTOCK & CO., INC.

BD
CRD#: 8469

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: 3/6/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1994
General Securities Principal Examination

Current Firm


OS
OAK STREET SECURITIES, INC.
CAPSTONE FINANCIAL GROUP, INC. | OAK STREET SECURITIES, INC.

CRD#: 133591 / SEC#: , 8-66743

BD
Terminated by SEC on 10/15/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 01/25/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OPSAHL, SHARON BORGFINANCIAL & OPERATIONS PRIN.4890908
OPSAHL, THOMAS RONALDCHIEF COMPLIANCE OFFICER1222683

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


OAK STREET SECURITIES, INC.

CRD#: 133591

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