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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-31 |
| NC | RA | APPROVED | 2009-07-08 |
Branch Locations
3107 Trent Road, New Bern, NC 28562 • United States
5540 Centerview Drive Suite 310, Raleigh, NC 27606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
| Murphy Matza Wealth Management | New Bern | NC | 09/2013 | Present |
1. Fixed insurance sales, as of 09/23/2013, 5% of time spent during business hours, conducted at branch, investment related. 2. Co-Owner, The MME Group, Inc., a private entity created for operating securities business, as of 01/01/2000, 5% of time spent during business hours, conducted at branch, investment related. 3. Elected Town Commissioner for Town of Trent Woods, NC, as of 12/05/2013, less than 1% of time spent during business hours, not conducted at branch, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-19 |
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