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Brian Patrick Murphy

Newedge Advisors

New Orleans, LA

Troy, OH

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

2499 W. Main Street Suite B, Troy, OH 45373 • 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
Mid Atlantic Capital Corporation Troy OH 10/2009 Present
Mid Atlantic Financial Management, Inc. Pittsburgh PA 10/2009 Present
Newedge Advisors, Llc. New Orleans LA 11/2021 Present
  • 10/2009 → Present
    Mid Atlantic Capital Corporation
    Troy, OH
  • 10/2009 → Present
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2009-10-26 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Troy, OH
    Troy, OH
    Troy, OH
  • 2009-06-01 → 2009-10-27
    Morgan Stanley
    Beavercreek, OH
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Centerville, OH
  • 2005-09-14 → 2007-04-02
    Morgan Stanley Dw Inc.
    Centerville, OH
    Centerville, OH
Other Businesses

1)MURPHY WEALTH MANAGEMENT~INVESTMENT RELATED~Fletcher Ohio ~INVESTMENT & FINANCIAL SERVICES~OWNER/FINANCIAL REPRESENTATIVE~OCTOBER 2009~40HRS PER MONTH~32HRS PER MONTH DURING MARKET~PROVIDE CLIENT WITH INVESTMENT AND FINANCIAL SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-08
S63 Uniform Securities Agent State Law Examination 1998-01-23
  • S65 Uniform Investment Adviser Law Examination
    2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    1998-01-23

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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