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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-08-02 |
Branch Locations
3107 Trent Road, New Bern, NC 28562 • United States
5540 Centerview Drive Suite 310, Raleigh, NC 27606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2011 | 01/2022 |
| Murphy Matza Wealth Management | New Bern | NC | 09/2013 | 01/2022 |
| Murphy Matza Wealth Management | North Carolina | NC | 01/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
Fixed insurance sales; as of 04/27/2022; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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