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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-31 |
| NE | RA | APPROVED | 2023-09-21 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Rental Property- S. 54Th Street | Omaha | NE | 05/1995 | Present |
| Nelson Murphy Insurance & Investments, Llc | Omaha | NE | 09/2012 | Present |
| Securities America Inc | Omaha | NE | 02/2014 | 09/2023 |
| Securities America Advisors | Omaha | NE | 02/2014 | 09/2023 |
| Ronald Mcdonald House Charities | Omaha | NE | 01/2013 | 04/2018 |
| Commonwealth Financial Network | San Diego | CA | 09/2023 | Present |
1. Fixed insurance sales; as of 03/31/2023; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Nelson Murphy Insurance & Investments, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 10/28/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner of rental property located in Omaha, NE, as of 1995; 1% of time spent during business hours; Not conducted at branch location; Investment related. 4. Co-Owner of rental property located in Omaha, NE, as of 2016; 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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