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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 2026-03-16
  • MI RA
    APPROVED
    Since 2026-03-16

Branch Locations

2701 Cambridge Ct Suite 480, Auburn Hills, MI 48326 • United States

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

12900 Hall Rd Suite 500, Sterling Heights, MI 48313 • 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. Troy MI 07/2018 11/2024
Unemployed Port Huron MI 05/2018 07/2018
Spring Arbor University Spring Arbor MI 10/2016 05/2017
Qdoba Mexican Grill Fort Gratiot MI 06/2017 08/2017
Jackson Ymca Jackson MI 03/2017 04/2017
St. Clair County Community College Port Huron MI 06/2017 08/2017
Unemployed Port Huron MI 09/2016 09/2016
Spring Arbor University Spring Arbor MI 09/2017 05/2018
Spring Arbor University Spring Arbor MI 09/2016 05/2017
Spring Arbor University Spirng Arbor MI 09/2017 05/2018
Prudential Insurance Company Of America Troy MI 10/2018 07/2026
Lpl Enterprise, Llc Troy MI 11/2024 07/2026
Uhy Wealth Management Ria, Llc Farmington Hills MI 03/2026 Present
Osaic Wealth Scottsdalle AZ 07/2026 Present
  • 07/2018 → 11/2024
    Troy, MI
  • 05/2018 → 07/2018
    Unemployed
    Port Huron, MI
  • 10/2016 → 05/2017
    Spring Arbor University
    Spring Arbor, MI
  • 06/2017 → 08/2017
    Qdoba Mexican Grill
    Fort Gratiot, MI
  • 03/2017 → 04/2017
    Jackson Ymca
    Jackson, MI
  • 06/2017 → 08/2017
    St. Clair County Community College
    Port Huron, MI
  • 09/2016 → 09/2016
    Unemployed
    Port Huron, MI
  • 09/2017 → 05/2018
    Spring Arbor University
    Spring Arbor, MI
  • 09/2016 → 05/2017
    Spring Arbor University
    Spring Arbor, MI
  • 09/2017 → 05/2018
    Spring Arbor University
    Spirng Arbor, MI
  • 10/2018 → 07/2026
    Prudential Insurance Company Of America
    Troy, MI
  • 11/2024 → 07/2026
    Troy, MI
  • 03/2026 → Present
    Farmington Hills, MI
  • 07/2026 → Present
    Osaic Wealth
    Scottsdalle, AZ
Previous Registrations
Other Businesses

UHY WEALTH MANAGEMENT RIA LLC POSITION: Account and Client Relations Manager NATURE: UHY Wealth Management RIA LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/18/2026 ADDRESS: 12900 Hall Rd, Sterling Heights MI 48313, United States DESCRIPTION: Account and client relations manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-08
S63 Uniform Securities Agent State Law Examination 2018-10-12
  • S65 Uniform Investment Adviser Law Examination
    2020-12-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-12
Other Names
  • Lydia Palmateer

View on SEC IAPD

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