Matthew Lane Puckett Underwood is an investment adviser representative (IAR) with state registration records since 2016, appearing at 8 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-09-09 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2022-03-02 | 2025-09-08 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2022-02-28 | 2025-09-08 | — |
| ASSET ALLOCATION STRATEGIES, LLC | 2020-11-03 | 2022-02-25 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2019-05-03 | 2020-11-02 | — |
| EDWARD D. JONES & CO., L.P. | 2018-04-17 | 2019-05-16 | — |
| J. W. COLE ADVISORS, INC. | 2017-11-30 | 2018-04-16 | — |
| HORACE MANN INVESTORS, INC. | 2016-05-13 | 2017-11-10 | — |