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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-10-27
  • NC RA
    APPROVED
    Since 2011-10-27

Branch Locations

280 Towerview Ct 1St Floor, Cary, NC 27513 • United States

Cary, NC • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 09/2011 Present
Murphy Matza Wealth Management Raleigh NC 09/2013 12/2025
Crossbridge Financial Group, Llc Cary NC 12/2025 Present
  • 09/2011 → Present
    Waltham, MA
  • 09/2013 → 12/2025
    Murphy Matza Wealth Management
    Raleigh, NC
  • 12/2025 → Present
    Crossbridge Financial Group, Llc
    Cary, NC
Previous Registrations
Other Businesses

1. Fixed Insurance Sales, as of 09/23/2013; conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-19
  • S66 Uniform Combined State Law Examination
    2002-11-19
Designations

View on SEC IAPD

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