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300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-04 |
| FL | RA | APPROVED | 2025-01-13 |
Branch Locations
4601 Touchton Rd Bldg 300 Suite 3400, Jacksonville, FL 32246 • United States
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Independent Insurance Agent | Jacksonville | FL | 12/2012 | Present |
| Maryland Financial Group, Inc. | Jacksonville | FL | 04/2016 | 12/2024 |
| Lpl Financial, Llc | Jacksonville | FL | 04/2016 | 06/2026 |
| Headland Capital, Llc | Jacksonville | FL | 12/2024 | Present |
(1.) Gratney Laurel Holdings; Investment Related; At Report Business Location(s); Business Entity For Tax/Investment Purposes Only; Start Date: 8/1/2014; 0 hours devoted monthly; 0 hours devoted monthly during trading hours; Commissions, trails, fees for securities and advisory business. (2.) Upchurch & Corn Advisors; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date: 4/02/2018; 180 hours devoted monthly; 6 hours devoted monthly during trading hours. (3.) No Business Name; Investment Related; At Reported Business Location(s); Non-Variable Insurance; Insurance Agent; Start Date: 5/21/2018; 100 hours devoted monthly; 100 hours devoted monthly during trading hours; Writing and selling insurance policies. (4.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date: 4/27/2016. (5.) 10/26/2020 - Barnett Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for Headland Capital - Started 04/27/2016. (6.) Hope Haven; Not Investment Related; 4600 Beach Blvd. Jacksonville, FL 32207; 501c3; Board Member (Current Board Chair); Start Date: 7/19/2022; 4 hours devoted monthly; 0.5 hours devoted monthly during trading hours; Consultative Board Member. No direct fundraising activities. Hold quarterly board meetings and sit in on quarterly subcommittee meetings. Advise CEO, raise community awareness, etc. (7.) City of St. Augustine General Employees Retirement Board; Investment Related; 75 King St., St. Augustine, FL 32085; Non-profit; Board Member; Start Date: 5/5/2021; 0.5 hours devoted monthly; 0.5 hours devoted monthly during trading hours; Guide the investment decisions of the pension for the general employees of the City of St. Augustine. Along with other board members, responsible for the management of the pension for the St Augustine General Employees Retirement System. We review and debate the recommendations from the hired investment consultant, determine changes to investment policy and recommend changes in statutes. We confer with city officials/actuaries to determine appropriate actuarial assumptions. No direct control over funds or investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-10 |
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