JAMES DENNIS UNDERWOOD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with ASPEN CREEK WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASPEN CREEK WEALTH MANAGEMENT, LLC | 2025-08-06 | present | Yes |
| VIRTUE CAPITAL MANAGEMENT, LLC | 2020-10-20 | 2023-03-24 | — |
| ROYAL FUND MANAGEMENT, LLC | 2013-05-06 | 2020-07-02 | — |
| AMERICAN ELITE RETIREMENT | 2011-04-15 | 2012-11-08 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2010-07-06 | 2011-03-07 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2004-08-10 | 2009-01-07 | — |