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300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-17 |
Branch Locations
4438 Herschel St., Jacksonville, FL 32210 • United States
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 04/2016 | 06/2026 |
| Maryland Financial Group, Inc. Dba Barnett Wealth Advisors | Jacksonville | FL | 07/2020 | 12/2024 |
| Consolidated Brokerage Network | Jacksonville | FL | 08/2016 | Present |
| Halsted Companies, Dba Barnett Wealth Advisors | Jacksonville | FL | 04/2016 | Present |
| Headland Capital, Llc (9Q5B) | Jacksonville | FL | 12/2024 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-20 |
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