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Dominic Anthony Wright

Investment adviser representative at Empirical Wealth Management
10 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$8.4B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Empirical Wealth ManagementApr 2025 to now
  2. Karam Wealth Advisors / dba for LPL Business (LPL Financial LLC)Oct 2023 to Apr 2025
  3. Briarwood Financial Planning LLCMar 2023 to Sep 2023
  4. Paramount Resident Mortgage GroupApr 2020 to Sep 2023
  5. Danone North AmericaJan 2020 to Jul 2020
  6. Cox CommunicationsJun 2019 to Sep 2019
  7. The Concord GroupJan 2019 to May 2019
  8. Paramount Resident Mortgage GroupJun 2018 to Aug 2018
  9. Trilogy Financial Services, Inc.Oct 2017 to Mar 2018
  10. Paramount Resident Mortgage GroupJul 2017 to Sep 2017
  11. Uc Irvine - Hospitality & Dining ServicesApr 2017 to Jun 2017
  12. University of California, IrvineSep 2016 to Mar 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

Empirical Wealth Management

Legal name: Empirical Financial Services, LLC

$8.4B
2,400Clients
66Advisers
15 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6869560
152622
Advisor's SEC record (opens in a new tab)
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