Robin Lee Underwood

Current Employers

Worth Advisors

2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-12
NC	RA	APPROVED	2024-01-31
SC	RA	APPROVED	2024-01-31

TX RA
APPROVED

Since 2026-06-12
NC RA
APPROVED

Since 2024-01-31
SC RA
APPROVED

Since 2024-01-31

Branch Locations

2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • 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
Conservation Exchange, Ltd	Huntersville	NC	10/2007	Present
Worth Advisors	Charlotte	NC	01/2024	Present

10/2007 → Present

Conservation Exchange, Ltd

Huntersville, NC
01/2024 → Present

Worth Advisors

Charlotte, NC

Other Businesses

Conservation Exchange, Ltd, no, 9916 Vixen Lane Huntersville, NC 28078, Conservation Credits, President, 10/01/2007, 10 hrs/mo devoted to OBA, 0 hrs/mo devoted to OBA during securities trading hours, Facilitate the exchange of transferable South Carolina state tax credits

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-07-02

S63 Uniform Securities Agent State Law Examination

1986-07-02

Designations

Other Names

Robin Lee Potts
Robin Lee Underwood
Robin Underwood Potts

View on SEC IAPD