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RIA / WealthAdvisorCertified Financial Planner23 years in industry

NICHOLAS JAMES MURPHY

Advisor at COUNTERWEIGHT PRIVATE WEALTH

WILMINGTON, NC

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Search this name across graphsid dfx:ria:2772bfc2-a945-c5ac-6302-effc418d133a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2002 to Sep 14, 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: COUNTERWEIGHT PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 1, 2002
First registration: Oct 3, 2002
Dual registered: no
IAPD individual key: 4557550

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
COUNTERWEIGHT PRIVATE WEALTH	Independent wealth	Oct 12, 2023	n/a	yes	WILMINGTON, NC	Current employment
TRUCLARITY WEALTH ADVISORS	Former SEC adviser	Sep 17, 2021	Oct 10, 2023	no	BEACHWOOD, OH\|WILMINGTON, NC	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 23, 2006	Sep 24, 2021	no	RALEIGH, NC\|DURHAM, NC	Previous registration
JBS LIBERTY SECURITIES, INC.	n/a	Aug 4, 2004	Oct 23, 2006	no	DURHAM, NC\|DURHAM, NC	Previous registration
WADDELL & REED	Former SEC adviser	Oct 3, 2002	Jul 2, 2004	no	RALEIGH, NC	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
TRUCLARITY WEALTH ADVISORS	COUNTERWEIGHT PRIVATE WEALTH	Oct 10, 2023	Oct 12, 2023	2	Firm change	RIA to new firm
RBC CAPITAL MARKETS, LLC	TRUCLARITY WEALTH ADVISORS	Sep 24, 2021	Sep 17, 2021	-7	Firm change	Ibd to RIA
JBS LIBERTY SECURITIES, INC.	RBC CAPITAL MARKETS, LLC	Oct 23, 2006	Oct 23, 2006	0	Firm change	Other
WADDELL & REED	JBS LIBERTY SECURITIES, INC.	Jul 2, 2004	Aug 4, 2004	33	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
305145:327880:NC:2023-10-10	Oct 10, 2023	Oct 12, 2023	WILMINGTON, NC	Firm change

Relationships

Registered with (5)

→ COUNTERWEIGHT PRIVATE WEALTHRegistered adviserregistration: current employment
Oct 12, 2023 to presentfactForm ADV
→ TRUCLARITY WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 17, 2021 to Oct 10, 2023factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 23, 2006 to Sep 24, 2021factForm ADV
→ JBS LIBERTY SECURITIES, INC.Registered adviserregistration: previous registration
Aug 4, 2004 to Oct 23, 2006factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Oct 3, 2002 to Jul 2, 2004factForm ADV

Dated events

Occurred
Oct 10, 2023
Advisor changed firm
Nicholas James Murphy left Truclarity Wealth Advisors for Counterweight Private Wealth (registered 2023-10-12)
Form ADVobserved 4 days ago