Kevin Heath Underwood

Current Employers

Employment History

• 05/2004 → 12/2022
  Hafrvest Financial Cpa, Plc
  Warrenton, VA
• 06/2008 → 09/2025
  Avantax Investment Services, Inc.
  Warrenton, VA
• 07/2008 → 09/2025
  Avantax Advisory Services
  Warrenton, VA
• 01/2008 → Present
  Health Insurance
  Warrenton, VA
• 05/2004 → 09/2025
  Avantax Insurance Services, Llc
  Warrenton, VA
• 07/2016 → 07/2017
  Pension Benefit Guaranty Corp
  Washington, DC
• 02/2017 → Present
  Badger Sumrall & Company
  Gainesville, VA
• 02/2017 → Present
  Badger Sumrall & Co, Cpas
  Gainesville, VA
• 01/2005 → Present
  Harvest Financial Cpa's, Plc
  Warrenton, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Gainesville, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-07-28 → 2025-09-05
  Avantax Advisory Services
  Gainesville, VA
• 2004-07-14 → 2008-07-03
  American General Securities Incorporated
  Houston, TX
  Warrenton, VA
  Warrenton, VA
  Warrenton, VA
  Warrenton, VA

Other Businesses

1) Badger Sumrall & Co, CPAs~7410 Heritage Village Plaza~Gainesville~VA~20155~Accounting Services/Tax Preparation~Employee~2/7/2017~30hrs~12hrs~I provide assistance with tax preparation and planning.| 2) Health Insurance~5166 Jackson Court~Warrenton~VA~20187~Independent Insurance Agent~Insurance Sales Agent~1/1/2008~8hrs~8hrs~Health Insurance| 3) HARVEST FINANCIAL CPA'S, PLC POSITION: Owner NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2005 5166 Jackson Court, Warrenton VA 20187; included in intitial reg...CPA Tax Preparation 4) TWAIN PROPERTIES LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017; 530 Elizabeth Place, Unit 1, Portsmouth VA 23704; Accounting

Exams

• S66 Uniform Combined State Law Examination
  2004-06-23

Other Names

• Kevin H Underwood