Eric Michael Murray

Current Employers

Employment History

• 10/1999 → 02/2025
  Concourse Financial Group Securities Inc
  Fairborn, OH
• 11/1999 → Present
  (Dba) Moneywise Inc
  Fairborn, OH
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Fairborn, OH
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-12-07 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Fairborn, OH
  Fairborn, OH
  Birmingham, AL

Other Businesses

(dba) MONEYWISE INC; Investment Related; 562 E Dayton Yellow Springs Road, Fairborn OH 45324; Financial Planning; Owner; Start Date 11/1999; 160 hours per month with 140 of those hours occurring during trading hours; Preparation and execution of financial plans and estate plans for clients. >> MONEYWISE INSURANCE GROUP INC dba G.A. CAMPBELL AGENCY; Investment Related; 562 E Dayton Yellow Springs Road, Fairborn OH 45324; Insurance; Agent/Owner; Start Date 11/2012; 160 hours per month with 140 of those hours per month occurring during trading hours; This is an update of a previous OBA - In 11/2012, my in-laws sold the former G.A. Campbell Insurance Agency Inc to my spouse and me. My duties remain similar to as before the transaction but now I have an expanded managerial role. >> GREENE FOUNDATION BOARD; Non-Investment Related; 1141 N Monroe Drive, Xenia OH 45385; Other; Board Member; Started 01/2004; two hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-20
• S65 Uniform Investment Adviser Law Examination
  1996-05-20

Other Names

• Eric M Murray