Matthew Lane Puckett Underwood

Current Employers

Employment History

• 10/2009 → 11/2017
  Horace Mann
  Valparaiso, IN
• 11/2017 → 04/2018
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2017 → 04/2018
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 04/2018 → 05/2019
  Edward Jones
  St.LOuis, MO
• 05/2019 → 10/2020
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → 10/2020
  Innovative Financial Solutions
  Palm Coast, FL
• 05/2019 → 10/2019
  Ifs Planning Strategies
  Palm Coast, FL
• 11/2020 → 04/2022
  Valuteachers
  Ponte Vedra, FL
• 11/2020 → 02/2022
  Glp Investment Services, Llc
  Ponte Vedra, FL
• 11/2020 → 02/2022
  Asset Allocation Strategies, Llc
  Ponte Vedra, FL
• 02/2022 → 09/2025
  Lincoln Investment
  Fort Washington, PA
• 02/2022 → 09/2025
  Capital Analysts
  Fort Washington, PA
• 09/2025 → Present
  Lpl Financial
  Jacksonville Beach, FL

Previous Registrations

• 2022-02-28 → 2025-09-08
  Lincoln Investment
  Jacksonville Beach, FL
  Ponte Vedra, FL
  Lutz, FL
  Ponte Vedra, FL
• 2022-03-02 → 2025-09-08
  Capital Analysts
  Ponte Vedra, FL
• 2020-11-03 → 2022-02-25
  Asset Allocation Strategies, Llc
  Farmington, MI
  Ponte Vedra, FL
• 2019-05-03 → 2020-11-02
  Commonwealth Financial Network
  Palm Coast, FL
  Bloomington, IN
• 2018-04-17 → 2019-05-16
  Edward Jones
  Ponte Vedra, FL
  St Louis, MO
  Ponte Vedra, FL
• 2017-11-30 → 2018-04-16
  J. W. Cole Advisors, Inc.
  Jacksonville, FL
  Tampa, FL
• 2016-05-13 → 2017-11-10
  Horace Mann Investors, Inc.
  Munster, IN
  Springfield, IL
  Munster, IN
  Munster, IN

Other Businesses

1. 07/2025 - Notary - Notary - Investment related - 0.1 Hrs/Mth - 0.2 Hrs During Trading - Jacksonville Beach, FL 32250 - OBA Start date: 08/26/2020 2. 07/2025 - Underwood Financial Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - 5 Hrs/Mth - 5 Hrs During Trading - Jacksonville Beach, FL 32250 - OBA Start date:10/01/2010 3. 07/2025 - LANEWOOD PROPERTIES, LLC - Real Estate Rental - Investment related - 3 Hrs/Mth - 1 Hrs During Trading - Vedra Beach, FL 32082 - OBA Start date: 10/01/2010 4. 07/2025 - THOSE MOTHER SHUCKERS, LLC - Business Owner - Not Investment related - 2 Hrs/Mth - 1 Hrs During Trading - BlvdJacksonville, FL 32257 - OBA Start date: 01/01/2023 5. 07/2025 - FLORIDA STATE GUARD - Outside/W-2 Employment - Not Investment related - 7 Hrs/Mth - 75 Hrs During Trading - Tallahassee, FL 32301 - OBA Start date: 07/01/2023 6. 07/2025 - Coastal Insurance Advisors - Insurance Agency - Investment related - 20 Hrs/Mth - 5 Hrs During Trading - Jacksonville Beach, FL 32250 - OBA Start date: 07/01/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-12
• S63 Uniform Securities Agent State Law Examination
  2010-02-23

Other Names

• Matthew Lane Underwood
• Matthew Underwood
• Matthew Lane Puckett Underwood