James Dennis Underwood

Current Employers

Employment History

• 02/2011 → Present
  J.D. Underwood Wealth Management, Inc.
  Fort Lauderdale, FL
• 02/2011 → Present
  J.D. Underwood Insurance Strategies, Inc.
  Fort Lauderdale, FL
• 03/2013 → 07/2020
  Royal Fund Management Dba J.D. Underwood Wealth Management, Inc.
  The Villiages, FL
• 05/2018 → 12/2021
  Stryde Solutions, Llc
  Fenton, MI
• 10/2020 → 03/2023
  Virtue Capital Management
  Brentwood, TN
• 11/2024 → Present
  Aspen Creek Wealth Management
  Southlake, TX
• 04/2018 → 11/2024
  Tyler Wealth Management, Llc
  Southlake, TX

Previous Registrations

• 2020-10-20 → 2023-03-24
  Virtue Capital Management, Llc
  Brentwood, TN
  Fort Lauderdale, FL
• 2013-05-06 → 2020-07-02
  Royal Fund Management, Llc
  Ormond Beach, FL
  Lady Lake, FL
  Fenton, MI
  Ft. Lauderdale, FL
  Pompano Beach, FL
• 2011-04-15 → 2012-11-08
  American Elite Retirement
  Ormond Beach, FL
• 2010-07-06 → 2011-03-07
  Brookstone Capital Management Llc
  Ormond Beach, FL
  Wheaton, IL
• 2004-08-10 → 2009-01-07
  Valic Financial Advisors, Inc.
  Pompano Beach, FL
  Pompano Beach, FL

Other Businesses

(1) J.D. UNDERWOOD INSURANCE STRATEGIES, INC. , Title: PRESIDENT/INDEPENDENT INSURANCE AGENT , Description: MARKETING AND SALES OF INSURANCE AND 403B PRODUCTS., Start Date: 02-01-2002, Address: 59 MISTY FALLS DR. ORMOND BEACH FL 32174, Investment-related? NO, Hours per month: 30, During trading hours: 60% OF TIME (2) STRYDE SOLUTIONS, LLC, Title: INDEPENDENT REP, Description: MARKETING PROSPECTING; PROVIDING EXPENSE REDUCTION SERVICES , Start Date: 05-01-2018, Address: 15173 NORTH RD, FENTON, MI 48430, Investment-related? NO, Hours per month: 10-15HRS/WK, During trading hours: 10-15HRS/WK (3) ELITE MARKETING, INC, Title: INDEPENDENT REPRESENTATIVE , Description: SELLS VOLUNTARY BENEFITS TO BUSINESSES AND THEIR EMPLOYEES, Start Date: 06-01-2018, Address: ORMOND BEACH, FL, Investment-related? NO, Hours per month: 10, During trading hours: 10 (4) LEGACYLOCK, LLC , Title: ESTATE PLAN CORRDINATOR , Description: MARKETING FOR CLIENTS, THEN ASSISTING CLIENTS WITH THEIR ONLINE ESTATE PLAN DOCUMENTS., Start Date: 10-04-2021, Address: 1234 S POWER RD, SUITE 101 MESA AZ 85206 , Investment-related? NO, Hours per month: APPROX. 50-75%, During trading hours: APPROX. 50-75%

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-06

Other Names

• Jim Underwood