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57 River Street Suite 301, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
Branch Locations
57 River Street Suite 301, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisors Llc | Rockland | MA | 03/2008 | 12/2025 |
| Virtue Capital Management, Llc | Falmouth | MA | 01/2026 | 06/2026 |
| Empirical Asset Management, Llc | Falmouth | MA | 06/2026 | Present |
1) Falmouth Preservation Alliance; Not investment-related; Falmouth, MA. 02541; Charitable Organization; Board Member; 9/1/2014; 1 hour per month; 0 during trading hours; Board member 2) Thomas More Center for Prayer & Preaching; Not investment-related; Webster, WI. 54893; Charitable Organization; Board Member; 1/1/2001; 1 hour per month; 0 during trading hours; Board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-11 |
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