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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 2012-08-02
  • NC RA
    APPROVED
    Since 2012-08-02

Branch Locations

3107 Trent Road, New Bern, NC 28562 • United States

5540 Centerview Drive Suite 310, Raleigh, NC 27606 • 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
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
Other Businesses

Fixed insurance sales; as of 04/27/2022; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-31
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S66 Uniform Combined State Law Examination
    2012-07-31
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04
Other Names
  • Elevia Anisa Mccoy
  • Elevia Anisa Hearne

View on SEC IAPD

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