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Current Employers
Uak Diversified Wealth Advisors

Mahtomedi, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-04-18
  • MN RA
    APPROVED
    Since 2020-04-18

Branch Locations

Mahtomedi, MN • 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
OrganizationCityStateFromTo
James Andre Llc Saint Paul MN 09/2016 10/2018
Uak Diversified Llc Dba Uak Diversified Wealth Management Mahtomedi MN 10/2018 Present
Macphail Center For Music Saint Paul MN 09/2014 Present
Uak Diversified Llc Dba Uak Diversified Wealth Management Mahtomedi MN 04/2020 Present
  • 09/2016 → 10/2018
    James Andre Llc
    Saint Paul, MN
  • 10/2018 → Present
    Uak Diversified Llc Dba Uak Diversified Wealth Management
    Mahtomedi, MN
  • 09/2014 → Present
    Macphail Center For Music
    Saint Paul, MN
  • 04/2020 → Present
    Uak Diversified Llc Dba Uak Diversified Wealth Management
    Mahtomedi, MN
Other Businesses

Sarah Kang; Sole-Proprietor Personal Trustee; Investment-Related; St. Paul, MN; Trustee Services; 07/2020; 2hrs per month; writing checks to third parties, keeping receipts, and filing tax returns. I maintain a small piano studio in my home - mainly to my friends - for a total of three students. I also teach piano at MacPhail Center for Music - 4 hours a week.

Designations
Other Names
  • Sarah A Pearson

View on SEC IAPD

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