Mark Evans Underwood

Employer firm

Mv Capital Management, Inc. CRD 139034

$1.44B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Mv Capital Management, Inc.
  Bethesda, MD
• 10/2002 → Present
  Mv Financial Group
  Bethesda, MD
• 05/2006 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-01-17 → 2006-04-13
  Joyn Advisors, Inc.
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2002-11-12