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Nicholas James Murphy

Counterweight Private Wealth

Wilmington, NC

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Current Employers
Counterweight Private Wealth

404 N. 3Rd Street Suite 107, Wilmington, NC 28401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-01
NC RA APPROVED 2023-10-12
  • TX RA
    APPROVED
    Since 2024-11-01
  • NC RA
    APPROVED
    Since 2023-10-12

Branch Locations

404 N. 3Rd Street Suite 107, Wilmington, NC 28401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Wealth Management Raleigh NC 07/2004 09/2021
Tcwp Llc Dba Counterweight Private Wealth Beachwood OH 09/2021 10/2023
Counterweight Private Wealth Wilmington NC 09/2023 Present
  • 07/2004 → 09/2021
    Rbc Wealth Management
    Raleigh, NC
  • 09/2021 → 10/2023
    Tcwp Llc Dba Counterweight Private Wealth
    Beachwood, OH
  • 09/2023 → Present
    Wilmington, NC
Previous Registrations
  • 2021-09-17 → 2023-10-10
    Truclarity Wealth Advisors
    Beachwood, OH
    Wilmington, NC
  • 2006-10-23 → 2021-09-24
    Raleigh, NC
    Durham, NC
  • 2004-08-04 → 2006-10-23
    Jbs Liberty Securities, Inc.
    Durham, NC
    Durham, NC
  • 2002-10-03 → 2004-07-02
    Waddell & Reed
    Raleigh, NC
Other Businesses

RALEIGH DREAMCENTER; ADDRESS: 6325 FALLS OF NEUSE RD., STE 35-409, RALEIGH, NC 27615; BUSINESS DESCRIPTION: LOCAL OUTREACH MINISTRY; NOT INVESTMENT RELATED; START DATE: 05/01/2018; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: 20; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 8

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-01
  • S66 Uniform Combined State Law Examination
    2002-10-01
Designations

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