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Dana Ann Underwood

United Capital Financial Advisors

Ann Arbor, MI

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-11-14
  • MI RA
    APPROVED
    Since 2016-11-14

Branch Locations

5340 Plymouth Road, Suite 107, Ann Arbor, MI 48105 • 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
United Capital Financial Advisors, Llc Irving TX 05/2015 Present
  • 05/2015 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-13
  • S65 Uniform Investment Adviser Law Examination
    2010-09-13
Other Names
  • Dana Ann Stamper

View on SEC IAPD

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SPC · Ann Arbor, MI
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
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LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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