David Whittle Upchurch

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

• 07/2014 → 09/2018
  Barnett Wealth Advisors
  Saint Augustine, FL
• 04/2016 → 06/2026
  Lpl Financial Llc
  St. Augustine, FL
• 08/2017 → 12/2024
  Maryland Financial Group, Inc.
  St. Augustine, FL
• 09/2018 → Present
  Upchurch & Corn Advisors
  Saint Augustine, FL
• 12/2024 → Present
  Headland Capital, Llc
  St. Augustine, FL

Previous Registrations

• 2017-08-30 → 2024-12-18
  Maryland Financial Group, Inc.
  St. Augustine, FL

Other Businesses

(1.) Old Quarry Enterprises, LLC; Investment Related; 24 Cathedral Place, Suite 500; LLC; Owner; Business Entity For Tax/Investment Purposes Only; Start Date: 9/5/2014; 0 hours devoted monthly; 0 hours devoted during trading hours; Entity through which all compensation flows for tax purposes. (2.) Upchurch and Corn Advisors - Investment Related - At Reported Business Location(s) - DBA for Headland Capital- Started 06/06/2018 - 120 Hours Per Month/100 Hours During Securities Trading. (3.) Ancient City Soccer: Not Investment Related; PO BOX 885 ST AUGUSTINE, FL 32085; Corporation; Board Member; Start Date: 10/1/2024; 0.5 hours devoted monthly; 0 hours devoted during trading hours; Give input at board meetings, recreational soccer club. (4.) UF Health Flagler Foundation; Not Investment Related; 400 Health Park Blvd, St. Augustine, Florida 32086; Non-profit; Board Member; Start Date: 2024; 1 hour devoted monthly; 1 hour devoted monthly during trading hours; Attend board meetings and give input. (5.) TruChoice Financial: Investment Related; 300 Parkbrooke Place, Suite 200, Woodstock, GA 30189; LLC; Affiliated Agent; Start Date: 2016; 15 hours devoted monthly; 15 hours devoted monthly during trading hours; I use TruChoice to source and service insurance products for our clients. (6.) Simplicity Houston; Investment Related; 10200 Grogans Mill Road #300, Spring, TX 77380; Fixed Annuity; Affiliated Agent; 0.5 hours devoted monthly; 0.5 hours devoted monthly during trading hours; Fixed Annuity business sales. (7.) Protential Foundation; Investment Related; 409 Montego Bay Court, St. Augustine, Florida, 32080; Non-profit; Board Member; Start Date: 2026; Less than 1 hour devoted monthly; Less than 1 hour devoted monthly during trading hours; Participate in meetings quarterly. (8.) EPIC Behavioral Healthcare; Investment Related; Board Member; Start Date: 2017; 1 hour devoted monthly; 1 hour devoted monthly during trading hours; Attend board meetings and provide input.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-10

Other Names

• David Upchurch
• Dave Upchurch