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5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-30 |
| NY | RA | APPROVED | 2025-06-26 |
| NC | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED_RES | 2025-06-26 |
| CO | RA | APPROVED | 2018-11-08 |
| IL | RA | APPROVED | 2009-11-02 |
Branch Locations
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uhlmann Price Securities | Chicago | IL | 08/2007 | Present |
Uhlmann Investment Management LLC,Is Investment Related,"5202 Old Orchard Road, Skokie, IL",Investment Advisor Services,Advisor,2009-10-30,5 hours per month,1 hours per month during trading hours,Fee Based Compensation,UIM is owned by UP Securities to serve their advisory clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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