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332 W. Us Hwy 30 Suite B, Valparaiso, IN 46385 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-28 |
| IN | RA | APPROVED | 2020-11-06 |
Branch Locations
332 W. Us Hwy 30 Suite B, Valparaiso, IN 46385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Murphy (Sole Proprietor) | Valparaiso | IN | 03/2006 | Present |
| Avantax Investment Services, Inc. | Valparaiso | IN | 06/2017 | 11/2020 |
| Avantax Insurance Agency, Llc | Valparaiso | IN | 06/2017 | 11/2020 |
| Heartpuppet Dba Murphy Wealth Management | Valparaiso | IN | 03/2017 | Present |
| Mwm Advisory Group, Llc | Valparaiso | IN | 06/2020 | Present |
| Avantax Advisory Services | Valparaiso | IN | 06/2019 | 11/2020 |
| Mwm Advisory Group, Llc | Valparaiso | IN | 11/2020 | Present |
1) Heartpuppet dba Murphy Wealth Management; Not investment related; Valparaiso, IN; Insurance Agency; Start date 03/2017; Approximately 10 hours per month; 10 hours per month during trading hours; Role is CEO; duties include acting as insurance producer/agent of life, health, and annuity policies; 2) Independent Licensed Insurance Agent; Not investment related; 2006; Life, health, annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-20 |
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