This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASPEN CREEK WEALTH MANAGEMENT, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 6, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 6, 2004

First registration

Aug 10, 2004

Dual registered

no

Other names

JIM UNDERWOOD

IAPD individual key

2462628

• Occurred

  Mar 24, 2023
  Advisor changed firm

  James Dennis Underwood left Virtue Capital Management, Llc for Aspen Creek Wealth Management, Llc (registered 2025-08-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba37fccc-03a0-d30b-99c2-f97f5cbe4bf8

First observed

Aug 10, 2004

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.