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Advisor at EMPIRICAL ASSET MANAGEMENT, LLC
LAKEWOOD RANCH, FL | WELLESLEY, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EMPIRICAL ASSET MANAGEMENT, LLC | Independent wealth | Jul 1, 2026 | n/a | yes | WELLESLEY, MA|LAKEWOOD RANCH, FL | Current employment |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Jan 8, 2026 | Jul 1, 2026 | no | BRENTWOOD, TN|LAKEWOOD RANCH, FL | Previous registration |
| FIRST NATIONAL ADVISORS LLC | Former SEC adviser | May 15, 2012 | Dec 31, 2025 | no | ROCKLAND, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | EMPIRICAL ASSET MANAGEMENT, LLC | Jul 1, 2026 | Jul 1, 2026 | 0 | Firm change | RIA to RIA |
| FIRST NATIONAL ADVISORS LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Dec 31, 2025 | Jan 8, 2026 | 8 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120859:167816:MA:2025-12-31 | Dec 31, 2025 | Jan 8, 2026 | ROCKLAND, MA | Firm change |