Gregory T Underhill

Claim This Profile

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-02-20
MD	RA	APPROVED	2018-09-10

TX RA
APPROVED_RES

Since 2020-02-20
MD RA
APPROVED

Since 2018-09-10

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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

Organization	City	State	From	To
H. Beck, Inc.	Bethesda	MD	09/2015	08/2018
Morgan Stanley	Potomac	MD	08/2018	Present

09/2015 → 08/2018

H. Beck, Inc.

Bethesda, MD
08/2018 → Present

Morgan Stanley

Potomac, MD

Previous Registrations

2018-03-14 → 2018-08-16

Grove Point Investments, Llc

Gaithersburg, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-24
S63	Uniform Securities Agent State Law Examination	2010-12-21

S66 Uniform Combined State Law Examination

2017-04-24
S63 Uniform Securities Agent State Law Examination

2010-12-21

Other Names

Gregory Todd Underhill

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

WEALTHSPIRE ADVISORS

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

PATHSTONE · Potomac, MD

More in Potomac, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor