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60 Merritt Blvd. Suite 106, Fishkill, NY 12524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-20 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fishkill | NY | 08/1991 | Present |
| Murphy Wealth Management Group | Fishkill | NY | 09/2015 | Present |
1) 01/17/1996: CFK LIFE PLANS - Insurance Agency - Investment Related - At Reported Business Location(s) - No Time Spent 2) 1/13/2011 - Murphy Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 5%. 3) 10/08/2015: No Business Name - Real Estate Rental - Investment Related - 8256 East Arabian Trail, Unit #148, Scottsdale, AZ 85258 - Start 05/01/2007 - 0 Hr/Mo 4) 10/06/2016: No Business Name - Notary - Not Investment Related - 60 Merritt Blvd., Suite 106, Fishkill, NY 12524 - Start 08/01/1995 - 0 Hr/Mo - Notary Public 5) 12/2/2021 - MWMG Tax Services, LLC - DBA: Murphy Wealth Management Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 01/01/2022 - 0 Hours Per Month. 6) 12/6/2021 - Murphy Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2020 - 200 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Murphy Wealth Management Group, Inc., an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 200 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-11 |
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