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860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2024-05-09 |
| NC | RA | APPROVED | 2022-11-23 |
| TX | RA | APPROVED | 2021-09-07 |
| VA | RA | APPROVED | 2021-06-01 |
Branch Locations
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fitzwilliams Financial Inc | Chesapeake | VA | 01/2017 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | 04/2021 |
| Adt Llc | Norfolk | VA | 10/2011 | 01/2017 |
| Fitzwilliams Wealth Management, Inc. | Chesapeake | VA | 04/2021 | Present |
| Fitzwilliams Financial Inc | Chesapeake | VA | 01/2017 | 04/2021 |
Fitzwilliams Financial Inc.; Investment related; 860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320; Insurance Sales and Services; Insurance Agent; Start Date: 01/2017; Approx. 10 hrs/month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-20 |
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