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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
3535 Piedmont Rd Ne Building 14-500, Atlanta , GA 30305 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nova Wealth Management Group, Llc | Atlanta | GA | 03/2015 | 02/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2020 | 06/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
UNDERWOOD ADVISORS; NON-INVESTMENT RELATED; P.O. BOX 888305, ATLANTA, GA 30356; REVIEWING ESTATE PLAN DOCUMENTS AND ESTATE PLANS; ASSOCIATE; STARTED 10/1/22; BETWEEN 6 AND 10 HOURS PER MONTH DURING NON-BUSINESS HOURS, BETWEEN ONE AND FIVE PER MONTH HOURS DURING SECURITY TRADING HOURS; MR. UNDERWOOD WILL BE REVIEWING ESTATE PLAN DOCUMENTS AND DETERMINING HOW THEY FIT WITHIN AN OVERALL PLAN.
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