James Byron Underhill

Current Employers

Employment History

• 12/2000 → Present
  Underhill Financial Advisors, Llc
  Tucson, AZ
• 09/2014 → 07/2020
  Voya Financial Advisors
  Tucson, AZ
• 07/2020 → 09/2023
  Sagepoint Financial, Inc.
  Tucson, AZ
• 07/2020 → Present
  The Ameriflex Group, Inc.
  Tucson, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Tucson, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2004-01-01 → 2020-08-03
  Voya Financial Advisors, Inc.
  Tucson, AZ
  Santa Fe, NM
  Windsor, CT
  Malden, MA
• 2002-03-12 → 2004-01-01
  Locust Street Securities, Inc.
  Tucson, AZ

Other Businesses

1. GOSPEL RESCUE MISSION TUCSON, 4550 S. Palo Verde Rd, Tucson AZ 85714, United States, 09/09/2024, Board Member, Homeless, NIR, 3 HR/MO - 2 HR/MO TRADING 2. INDEPENDENT INSURANCE AGENT, 3146 N. Swan Rd, Tucson AZ 85712, United States, 12/15/1996, Agent, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 8 HR/MO TRADING 3. KENNILWORTH PROPERTIES, LLC, 10681 E. Sonora Vista Trail, Tucson AZ 85712, United States, 01/01/2004, Managing Member, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8485 W.Sunset Rd., Suite 204, Las Vegas NV 89113, United States, 09/09/2020, Investor, C-Corp, NIR, 0 HR/MO - 0 HR/MO TRADING 5. UNDERHILL FINANCIAL ADVISORS, LLC, 3146 N. Swan Rd., Tucson AZ 85712, United States, 12/14/2000, Managing Partner, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-13
• S63 Uniform Securities Agent State Law Examination
  1997-02-06

Designations