Cassidy Murphy

1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-10
TX	RA	APPROVED	2026-06-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	South Lake	TX	11/2016	05/2021
Bank Of America, N.A.	Fort Worth	TX	06/2015	11/2016
Bank Of America, N.A.	Southlake	TX	02/2017	05/2021
Fintrust Capital Advisors, Llc	Greenville	SC	06/2021	11/2023
Fintrust Brokerage Services, Llc	Greenville	SC	06/2021	11/2023
Range Finance Inc	Tysons	VA	12/2023	08/2024
Wealth Enhancement Group	Arvada	CO	08/2024	06/2026
Wealth Enhancement Advisory Services	Arvada	CO	08/2024	06/2026
Fiduciary Financial Group, Llc	San Rafael	CA	06/2026	Present

11/2016 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

South Lake, TX
06/2015 → 11/2016

Bank Of America, N.A.

Fort Worth, TX
02/2017 → 05/2021

Bank Of America, N.A.

Southlake, TX
06/2021 → 11/2023

Fintrust Capital Advisors, Llc

Greenville, SC
06/2021 → 11/2023

Fintrust Brokerage Services, Llc

Greenville, SC
12/2023 → 08/2024

Range Finance Inc

Tysons, VA
08/2024 → 06/2026

Wealth Enhancement Group

Arvada, CO
08/2024 → 06/2026

Wealth Enhancement Advisory Services

Arvada, CO
06/2026 → Present

Fiduciary Financial Group, Llc

San Rafael, CA

2024-08-28 → 2026-06-02

Wealth Enhancement Advisory Services, Llc

Arvada, CO

Timnath, CO

Plymouth, MN
2023-12-15 → 2024-08-21

Range Advisory, Llc

Greer, SC

Mclean, VA

Timnath, CO
2021-06-09 → 2023-11-13

Fintrust Capital Advisors, Llc

Greenville, SC
2017-03-15 → 2021-06-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Southlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-17