Martin Edward Wilhelmy

Current Employers

Employment History

• 03/2011 → 12/2018
  Ubs Financial Services Inc
  Cincinnati, OH
• 12/2018 → Present
  Wells Fargo Clearing Services Llc
  Cincinnati, OH

Previous Registrations

• 2011-03-23 → 2018-12-12
  Ubs Financial Services Inc.
  Cincinnati, OH
• 2006-01-30 → 2011-03-30
  Fifth Third Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2003-10-20 → 2005-01-10
  Equity Services, Inc.
  Cincinnati, OH
• 2003-02-03 → 2003-10-03
  Equitable Advisors, Llc
  Cincinnati, OH

Other Businesses

OHIO VALLEY VOICES; INVESTMENT RELATED; LOVELAND,OH; INVESTMENT COMMITTEE MEMBER; START DATE 08/01/2017; NUMBER OF HOURS PER MONTH 0.5; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE SCHOOLS FUNDRAISING AND HOW MUCH TO SEND TO THE INVESTMENT MANAGER, REVIEW THE INVESTMENT MANAGER'S PERFORMANCE AND REPORT BACK TO THE SCHOOL'S FINANCE COMMITTEE, MAKE SURE THE MANAGER (ALPHAMARK) APPLIES A SUITABLE STRATEGY FOR THE ENDOWMENT GOALS, AND REPORT BACK TO THE FINANCE COMMITTEE OF THE SCHOOL IF WE BELIEVE ANOTHER MANAGER WOULD BE MORE SUITABLE. OLD ST. MARY'S CHURCH; INVESTMENT RELATED; CINCINNATI,OH; FINANCE COMMITTEE MEMBER; START DATE 08/21/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE OVERALL FINANCIAL MANAGEMENT OF THE PARISH, PROVIDING GENERAL KNOWLEDGE OF MONEY CONCEPTS, AND REVIEWING THE BUDGET TO DETERMINE COLLECTIONS RECEIVED ON SUNDAY MASS VERSUS EXPENSES FOR INSURANCE, BUILDING UPKEEP, AND PRIEST SALARIES. THE GOOD SHEPHERD CATHOLIC MONTESSORI SCHOOL, NOT INVT RELATED, CINCINNATI, OH, BOARD OF TRUSTEES, START DATE 6/1/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS ENROLLMENT, STAFFING AND CAPITAL CAMPAIGN STRATEGIES. PUNCH HOUSE PRODUCTIONS; NOT INVESTMENT RELATED; CINCINNATI,OH; 20% OWNERSHIP; START DATE 11/06/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; PASSIVE INVESTOR OF BOXING GYM. | HAMILTON COUNTY REPUBLICAN PARTY; INV RELATED; CINCINNATI, OH; PRECINCT EXECUTIVE; 03/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING; PROMOTE REPUBLICAN POSITIONS AND CANDIDATES HAMILTON COUNTY PRECINCT 5-C EXECUTIVE ; INV RELATED;CINCINNATI,OH; HAMILTON COUNTY PRECINCT EXECUTIVE; START DATE: 02/17/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-09-30