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839 N Jefferson St. Suite 502, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2010-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uniplan Real Estate Advisors F/K/A Forward Uniplan Advisors Inc | Union Grove | WI | 04/2010 | 03/2021 |
| Uniplan Investment Counsel, Inc. | Camas | WA | 08/2010 | Present |
| Uniplan Distributors, Llc | Union Grove | WI | 08/2010 | 12/2023 |
| Uniplan Institutional Advisors Llc | Camas | WA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-12 |
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