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860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-12 |
| VA | RA | APPROVED | 2025-11-24 |
Branch Locations
Virginia Beach, VA • United States
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life Insurance Co. | Ft Wayne | IN | 09/1983 | 10/2018 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 10/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2018 | 08/2022 |
| Mhs Enterprises Inc | Virginia Beach | VA | 06/1994 | Present |
| Tucker Asset Management Llc | Littleton | CO | 08/2022 | 11/2025 |
| Fitzwilliams Wealth Management Inc. | Chesapeake | VA | 11/2025 | Present |
1.)MHS ENTERPRISES T/A Spencer Financial Services Inc.; Investment Related; PRESIDENT; 1993; INSURANCE BROKERAGE IE LIFE and HEALTH and Annuity WITH VARIOUS INSURANCE COMPANIES. 40 HRS/WK. 2.) Trustee of irrevocable life insurance trust; non-investment-related; 1529 Fawnwood Road, Virginia Beach, VA 23455; Trustee; 1-4 hours per year; 0 hours during trading hours; prepare Crummy Letters and arrange for premium life insurance payment. 3.) Rayco Services Inc.; Non Investment-Related; 5hrs per week; 5 hours during trading hours; reviewing orders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-25 |
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