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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-10-27 |
Branch Locations
280 Towerview Ct 1St Floor, Cary, NC 27513 • United States
Cary, NC • 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 | 09/2011 | Present |
| Murphy Matza Wealth Management | Raleigh | NC | 09/2013 | 12/2025 |
| Crossbridge Financial Group, Llc | Cary | NC | 12/2025 | Present |
1. Fixed Insurance Sales, as of 09/23/2013; conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-19 |
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