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1894 W. Eleven Mile Road, Berkley, MI 48072-3001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-01-15 |
Branch Locations
1894 W. Eleven Mile Road, Berkley, MI 48072-3001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Dba Underhill Attorney At Law | Berkley | MI | 11/1985 | Present |
| Underhill Investments, Llc | Berkley | MI | 11/2012 | Present |
| Self Employed Dba Underhil Wealth Management | Berkley | MI | 07/1999 | Present |
| David S. Underhill Limited Partnership #1 | Berkley | MI | 05/1998 | Present |
| David S. Underhill Limited Partnership #2 | Berkley | MI | 05/1998 | Present |
| David S. Underhill Limited Partnership #3 | Berkley | MI | 05/1998 | Present |
1)BERKLEY, MI, 48072. INSURANCE AGENT OFFERING FIXED ANNUITIES, LIFE, AND LONG TERM CARE. INVESTMENT RELATED. APPROXIMATELY 240 HOURS PER MONTH, OF WHICH 32 HOURS ARE DURING SECURITIES TRADING HOURS. 2)ATTORNEY-ESTATE PLANNING, APPROXIMATELY 15 HOURS PER MONTH, OF WHICH 10 HOURS ARE DURING SECURITIES TRADING HOURS. 3)David S. Underhill Limited Partnership #1; Non-Investment Related; Berkley, MI; 05/1998; Less than an hour per month is spent on this activity. 4) David S. Underhill Limited Partnership #2; Non-Investment Related; Berkley, MI; 05/1998; Less than an hour per month is spent on this activity. 5) David S. Underhill Limited Partnership #3; Non-Investment Related; Berkley, MI; 05/1998; Less than an hour per month is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-10 |
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