DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Murphy

First Citizens Investor Services, Inc.BD affiliatedSeneca, Sc dual registrantIAPD 5042532

Feed of 09/15/2026

Also filed as Matt Robert Murphy

At current firm

0 y

since May 20, 2026

In the industry

20 y

since Feb 8, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Citizens Investor Services, Inc. BD affiliated current
since May 20, 2026 · Seneca, Sc
Truist Advisory Services, Inc. BD affiliated
Mar 11, 2019 to May 7, 2026 · Clemson, Sc
Cetera Investment Advisers LLC BD affiliated
Jan 21, 2014 to Feb 12, 2019 · Schaumburg, Il
Cetera Investment Services LLC former
Sep 23, 2013 to Jan 21, 2014 · Ruston, La
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Aug 1, 2013 · Windsor, Co
Chase Investment Services Corp. former
Sep 14, 2009 to Oct 1, 2012 · Windsor, Co
Equitable Advisors, LLC national BD
Apr 26, 2006 to Aug 5, 2009 · Ft. Collins, Co

Moves

a registration end followed by a registration begin elsewhere

Truist Advisory Services, Inc. to First Citizens Investor Services, Inc.
left May 7, 2026, registered May 20, 2026 (13 days) · Affiliated broker-dealer or bank to another
Cetera Investment Advisers LLC to Truist Advisory Services, Inc.
left Feb 12, 2019, registered Mar 11, 2019 (27 days) · Affiliated broker-dealer or bank to another
Cetera Investment Services LLC to Cetera Investment Advisers LLC
left Jan 21, 2014, registered Jan 21, 2014 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to Cetera Investment Services LLC
left Aug 1, 2013, registered Sep 23, 2013 (53 days) · Other
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Equitable Advisors, LLC to Chase Investment Services Corp.
left Aug 5, 2009, registered Sep 14, 2009 (40 days) · Other

Signals

Matthew Murphy left Truist Advisory Services, Inc. for First Citizens Investor Services, Inc. (registered 2026-05-20)
May 7, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address