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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 | 2026-02-06 |
Branch Locations
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
24 Cathedral Place, St. Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weeden & Co. Lp. | Greenwich | CT | 05/2013 | 12/2018 |
| Lpl Financial Llc | St Augustine | FL | 08/2023 | 06/2026 |
| Colonial Church | St Augustine | FL | 01/2019 | 08/2023 |
| Headland Capital, Llc | St Augustine | FL | 12/2024 | Present |
(1.) 07/2023 - Financial Advocacy Network / DBA for Headland Capital - Inv. Related - At Reported Business Location(s) - 160 Hrs per month (2.) 07/2023 - Rose Bay Capital LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / St Augustine FL / Start date 07/01/2023 (3.) 07/2023 - Colonial Church / Outside/W-2 Employment / Not Investment Related / St Augustine FL / Start date 07/01/2023 - 25 Hrs per month (4.) 09/19/2024 - Upchurch & Corn Advisors - DBA for Headland Capital - Investment Related - At Reported Business Location(s) - Start Date 04/12/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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