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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MATTHEW MURPHY

Advisor at FIRST CITIZENS INVESTOR SERVICES, INC.

Seneca, SC | CHARLOTTE, NC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 26, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIRST CITIZENS INVESTOR SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 8, 2006
First registration: Apr 26, 2006
Dual registered: yes, broker-dealer
Other names: MATT ROBERT MURPHY|MATTHEW R. MURPHY|MATTHEW ROBERT MURPHY
IAPD individual key: 5042532

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	May 20, 2026	n/a	yes	Seneca, SC\|CHARLOTTE, NC	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Mar 11, 2019	May 7, 2026	no	CLEMSON, SC\|Anderson, SC	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 21, 2014	Feb 12, 2019	no	SCHAUMBURG, IL\|HILTON HEAD ISLAND, SC\|ANDERSON, SC	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Sep 23, 2013	Jan 21, 2014	no	RUSTON, LA\|HOOVER, AL\|HILTON HEAD ISLAND, SC\|ST CLOUD, MN\|BEAUFORT, SC\|ANDERSON, SC	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Aug 1, 2013	no	WINDSOR, CO\|RUSTON, LA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 14, 2009	Oct 1, 2012	no	WINDSOR, CO	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 26, 2006	Aug 5, 2009	no	FT. COLLINS, CO\|DENVER, CO\|FT. COLLINS, CO\|FT. COLLINS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	FIRST CITIZENS INVESTOR SERVICES, INC.	May 7, 2026	May 20, 2026	13	Firm change	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	TRUIST ADVISORY SERVICES, INC.	Feb 12, 2019	Mar 11, 2019	27	Firm change	Ibd to ibd
CETERA INVESTMENT SERVICES LLC	CETERA INVESTMENT ADVISERS LLC	Jan 21, 2014	Jan 21, 2014	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	CETERA INVESTMENT SERVICES LLC	Aug 1, 2013	Sep 23, 2013	53	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	CHASE INVESTMENT SERVICES CORP.	Aug 5, 2009	Sep 14, 2009	40	Firm change	Other

Relationships

Registered with (7)

→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 11, 2019 to May 7, 2026factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 21, 2014 to Feb 12, 2019factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Sep 23, 2013 to Jan 21, 2014factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Aug 1, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 14, 2009 to Oct 1, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 26, 2006 to Aug 5, 2009factForm ADV

Dated events

Occurred
May 7, 2026
Advisor changed firm
Matthew Murphy left Truist Advisory Services, Inc. for First Citizens Investor Services, Inc. (registered 2026-05-20)
Form ADVobserved 5 days ago