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Current Employers
Uhy Wealth Management Ria Llc

27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-22
CA RA APPROVED 2026-04-20
  • MI RA
    APPROVED
    Since 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-20

Branch Locations

9171 Towne Centre Dr Suite 330, San Diego, CA 92122 • United States

27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334 • 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
Pruco Securities, Llc. Irvine CA 04/2021 11/2024
Marriott International Irvine CA 11/2019 04/2021
Irvine Marriott Irvine CA 12/2018 11/2019
Marriott Marquis San Diego Marina San Diego CA 04/2013 12/2018
Prudential Insurance Company Of America Irvine CA 10/2021 03/2026
Lpl Enterprise, Llc Irvine CA 11/2024 03/2026
Uhy Wealth Management Ria Llc Farmington Hills MI 04/2026 Present
Osaic Wealth Scottsdale AZ 08/2026 Present
  • 04/2021 → 11/2024
    Irvine, CA
  • 11/2019 → 04/2021
    Marriott International
    Irvine, CA
  • 12/2018 → 11/2019
    Irvine Marriott
    Irvine, CA
  • 04/2013 → 12/2018
    Marriott Marquis San Diego Marina
    San Diego, CA
  • 10/2021 → 03/2026
    Prudential Insurance Company Of America
    Irvine, CA
  • 11/2024 → 03/2026
    Irvine, CA
  • 04/2026 → Present
    Farmington Hills, MI
  • 08/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.UHY WEALTH MANAGEMENT RIA, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/01/2026 ADDRESS: 27725 Stansburry St. Suite#200, Farmington Hills MI 48334, United States DESCRIPTION: Comprehensive financial advisor 2.PROPERTY MANAGER POSITION: Property Manager/Owner NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 3078 Broadway Unit 209, San Diego CA 92102, United States DESCRIPTION: Property Manager, long-term rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-28
  • S66 Uniform Combined State Law Examination
    2021-09-28

View on SEC IAPD

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