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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
ROCKLAND, MA | BRENTWOOD, TN
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 |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Dec 15, 2020 | n/a | yes | BRENTWOOD, TN|ROCKLAND, MA | Current employment |
| CUTTER FINANCIAL GROUP LLC | Independent wealth | Oct 18, 2017 | Jan 11, 2021 | no | FALMOUTH, MA | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Feb 2, 2015 | Feb 21, 2018 | no | PLYMOUTH, MA|MANSFIELD, MA|E. FALMOUTH, MA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2005 | Apr 24, 2013 | no | BOSTON, MA|BOSTON, MA|BOSTON, MA|PLYMOUTH, MA|NORWELL, MA | Previous registration |
| GERALD J. ROBILLARD & CO., INC. | n/a | Apr 28, 2004 | Jan 9, 2005 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUTTER FINANCIAL GROUP LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Jan 11, 2021 | Dec 15, 2020 | -27 | Firm change | RIA to RIA |
| VANN EQUITY MANAGEMENT LLC | CUTTER FINANCIAL GROUP LLC | Feb 21, 2018 | Oct 18, 2017 | -126 | Firm change after gap | Other |
| LPL FINANCIAL LLC | VANN EQUITY MANAGEMENT LLC | Apr 24, 2013 | Feb 2, 2015 | 649 | Firm change after gap | Other |
| GERALD J. ROBILLARD & CO., INC. | LPL FINANCIAL LLC | Jan 9, 2005 | Dec 12, 2005 | 337 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174239:290016:MA:2018-02-21 | Feb 21, 2018 | Oct 18, 2017 | E FALMOUTH, MA | Firm change after gap |