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8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
| PA | RA | APPROVED | 2026-02-10 |
| VA | RA | APPROVED | 2026-02-10 |
Branch Locations
Philadelphia, PA • United States
8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Bank | New Bedford | MA | 09/2007 | 10/2022 |
| Lpl Financial Llc | New Bedford | MA | 10/2011 | 10/2025 |
| Financial Resources Group | New Bedford | MA | 10/2022 | 10/2025 |
| Capitol Private Wealth | Vienna | VA | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1. Capital Private Wealth. Investment-Related. At Registered Location. RIA. Private Wealth Advisor. 11/2025. 80 hrs/month. 80 hrs during securities hrs. Financial advisor at RIA doing advisory business. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 11/2025. 60 hrs/month. 60 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. Partners In Housing. Not Investment-Related. 2 Anderson Way, Dartmouth, MA 02747. Profit/Not For Profit Org. Treasurer. 10/2014. 4 hrs/month. 0 hrs during securities hrs. Board member. 4. Real Estate Rental. Not Investment-Related. 1539 E Moyamensing Ave, Philadelphia, PA 19146. Real Estate. Co-owner. 01/2025. 5 hrs/month. 0 hrs during securities hrs. Co-owner of investment property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-19 |
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