Renee Whiteford Underwood

Current Employers

Employment History

• 09/2010 → Present
  Lpl Financial
  Laurens, SC

Previous Registrations

• 2009-01-02 → 2010-09-02
  Raymond James Financial Services Advisors, Inc
  Laurens, SC
• 2002-06-07 → 2009-01-02
  Raymond James Financial Services, Inc.
  Anderson, SC
  Fountain Inn, SC
  Greenville, SC
  Spartanburg, SC
  Anderson, SC
  Laurens, SC
  Traveler'S Rest, SC
  Spartanburg, SC

Other Businesses

1. 09/01/10 - CORNERSTONE INVESTMENT MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 01/29/2016 * Whiteford Family LLC * Real Estate Rental * NOT INV REL * START 02/05/2016 * 5 HRS/MO NOT DURING SECS TRDG HRS. 3. 7/17/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date 09/01/2010 - 1 Hours Per Month/1 Hours During Trading. 4. 03/30/2026 - Monarch Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ 143 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-04
• S63 Uniform Securities Agent State Law Examination
  1994-11-30

Other Names

• Frances Renee Whiteford Underwood
• Renee W Underwood