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57 River Street Suite 301, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
Lakewood Ranch, FL • United States
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 Nationaladvisors, Llc | Rockland | MA | 01/2012 | 12/2025 |
| Virtue Capital Management, Llc | Lakewood Ranch | FL | 01/2026 | 06/2026 |
| Empirical Asset Management, Llc | Lakewood Ranch | FL | 06/2026 | Present |
1) Burlington Hall Asset Management, Inc.; Not investment-related; Lakewood Ranch, FL. 34202; Software Development Company; President; 1/15/1985; 10 hours per month; 0 during trading hours; Manage development of software 2) Author; Not investment-related; Lakewood Ranch, FL. 34202; Sale of novels; Author; 7/1/2026; 10 hours per month; 0 during trading hours; Write and then monitor sales on Amazon
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-14 |
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