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Reading the graph
Advisor at OYSTER CREEK CAPITAL
URBANNA, VA
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 |
|---|---|---|---|---|---|---|
| OYSTER CREEK CAPITAL | State registered | Mar 20, 2026 | n/a | yes | URBANNA, VA | Current employment |
| HERITAGE WEALTH MANAGEMENT GROUP, LTD | Independent wealth | Aug 10, 2023 | Nov 7, 2025 | no | NORFOLK, VA | Previous registration |
| FIRST TRUST ADVISORS LP | Asset manager | Nov 10, 2014 | Jun 26, 2023 | no | WHEATON, IL|CHICAGO, IL|WHEATON, IL|ALEXANDRIA, VA|WHITE STONE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT GROUP, LTD | OYSTER CREEK CAPITAL | Nov 7, 2025 | Mar 20, 2026 | 133 | Firm change | RIA to state RIA |
| FIRST TRUST ADVISORS LP | HERITAGE WEALTH MANAGEMENT GROUP, LTD | Jun 26, 2023 | Aug 10, 2023 | 45 | Firm change | Other |