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60 Merritt Blvd. Suite 106, Fishkill, NY 12524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-07 |
Branch Locations
60 Merritt Blvd. Suite 106, Fishkill, NY 12524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 11/2017 | 12/2019 |
| Delaware Valley University | Doylestown | PA | 01/2015 | 05/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2020 | 04/2022 |
| Girard Investment Services, Llc | Souderton | PA | 04/2022 | 09/2025 |
| Girard Advisory Services, Llc | Souderton | PA | 04/2023 | 09/2025 |
| Lpl Financial Llc | Fishkill | NY | 09/2025 | Present |
| Murphy Wealth Management | Fishkill | NY | 09/2025 | Present |
1.09/2025 - Murphy Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 120 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/15/25 2. 11/21/2025 - Murphy Wealth Management Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 40 hours per month/ 8 hours during trading 3. 11/21/2025 - Murphy Wealth Management Group, Inc. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 40 hours per month/ 8 hours during trading - I provide investment advisory services through Murphy Wealth Management Group, Inc, an independent investment advisor firm. I started this business activity in 09/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-10 |
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