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Erik Thomas Goodge

Uvest Advisory Group, LLC

Newburgh, IN

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Current Employers
Uvest Advisory Group, Llc

Newburgh, IN • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-19
TX RA APPROVED 2024-03-05
IN RA APPROVED 2018-02-01
  • LA RA
    APPROVED
    Since 2024-03-19
  • TX RA
    APPROVED
    Since 2024-03-05
  • IN RA
    APPROVED
    Since 2018-02-01

Branch Locations

Newburgh, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Evansville Evansville IN 06/2014 12/2017
Uvest Advisory Group, Llc Newburgh IN 01/2018 Present
Endress Capital Management, L.L.C. Evansville IN 10/2015 01/2018
Origin Financial San Francisco CA 12/2021 03/2022
Previous Registrations
Other Businesses

uVest Advisory Group, LLC / Investment Related / Newburgh, IN / Investment Advisor / Owner / Jan 2018 / 150 hrs per month / 150 hrs during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-01
  • S65 Uniform Investment Adviser Law Examination
    2015-10-01
Designations

View on SEC IAPD

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