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5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-15 |
| PA | RA | APPROVED | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Castle Pines, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Sausalito | CA | 02/2003 | 11/2016 |
| C2C Wealth Management, Llc | Sausalito | CA | 11/2016 | 01/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2016 | Present |
| Uhlmann Price Securities, Llc | Chicago | IL | 09/2022 | Present |
| Uhlmann Investment Management | Skokie | IL | 10/2025 | Present |
1) LS BioPath; Not Investment Related.18809 Cox Ave. Saratoga, CA 95070. Develops medical devices used in breast cancer surgery. I am a board member. May 2021.I devote approximately 1 hour a month to help the company manage their cash assets. 2) Uhlmann Investment Management ("UIM"), 5202 Old Orchard Road, Skokie, IL 60077. 10/2025, Investment Advisor Representative, Investment Related. UIM is a Registered Investment Advisor and is wholly owned by Uhlmann Price Securities, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-13 |
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