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160 Cross Street, Urbanna, VA 23175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
| CA | RA | APPROVED | 2026-06-01 |
| VA | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 09/2014 | 06/2023 |
| Heritage Wealth Management Group | Norfolk | VA | 08/2023 | 11/2025 |
| Oyster Creek Holdings, Llc | White Stone | VA | 11/2020 | Present |
| Oyster Creek Capital Llc | Urbanna | VA | 09/2025 | Present |
| Oyster Creek Commons, Llc | Deltaville | VA | 11/2025 | Present |
| Middle Peninsula Land Management Llc | Deltaville | VA | 06/2026 | Present |
Owns real estate/rental business through Oyster Creek Holdings LLC. Also owns real estate/rental business through Oyster Creek Capital LLC- the different LLCs are for residential vs. commercial property. Approximately one hour a week is spent on this other business activity outside of market hours. Middle Peninsula Land Management is an LLC established for land clearing projects for hire that are done occasionally on weekends and outside of market hours only. The business mows and bush hogs nearby property. The LLC is only to protect my liability, this is not a source of steady income and does not follow regular hours. All three LLCs are completely independent and not in any way shape or form interact with Oyster Creek Capital.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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