Margaret Barnett Emmet

Employer firm

Headland Capital CRD 332277

$559M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 06/2026
  Lpl Financial Llc
  Jacksonville, FL
• 07/2020 → 12/2024
  Maryland Financial Group, Inc. Dba Barnett Wealth Advisors
  Jacksonville, FL
• 08/2016 → Present
  Consolidated Brokerage Network
  Jacksonville, FL
• 04/2016 → Present
  Halsted Companies, Dba Barnett Wealth Advisors
  Jacksonville, FL
• 12/2024 → Present
  Headland Capital, Llc (9Q5B)
  Jacksonville, FL

Previous Registrations

• 2020-07-21 → 2024-12-18
  Maryland Financial Group, Inc.
  Rockville, MD
  Jacksonville, FL

Other Businesses

(1.) Barnett Wealth Advisors; Investment Related; At Reported Business Locations(s); Insurance Agent; Start Date: 8/1/2014; 100 hours devoted monthly; 100 hours devoted monthly during trading hours; Non-Variable Insurance - Life, DI, LTC, fixed annuities. (2.) Barnett Wealth Advisors; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date 8/1/2014; 100 hours devoted monthly; 100 hours devoted monthly during trading hours; DBA. (3.) Halsted Companies, LLC; Investment Related; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; Start Date: 8/1/2014; 100 hours devoted monthly; 100 hours devoted monthly during trading hours. DBA for Barnett Wealth Advisors. (4.) Consolidated Brokerage LLC; Investment Related; At Reported Business Locations(s); LLC; Insurance Agency; Managing Member; Start Date: 8/01/2016; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Write insurance for clients and work with other advisors for brokerage insurance. (5.) The Jacksonville History Center; Not Investment Related; 314 Palmetto Street Jacksonville, FL 32202; Non-Profit; Board Member; Start Date: 01/2024; 5 hours devoted monthly; 0 hours devoted during trading hours; Board Member and serve on the Executive Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-30
• S63 Uniform Securities Agent State Law Examination
  2009-04-20

Other Names

• Liza Barnett
• Liza Barnett
• Margaret Elizabeth Barnett