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5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-25 |
| GA | RA | APPROVED | 2020-11-12 |
| IN | RA | APPROVED | 2020-07-30 |
| PA | RA | APPROVED | 2020-07-06 |
| WI | RA | APPROVED | 2020-07-06 |
| CA | RA | APPROVED | 2020-07-02 |
| IL | RA | APPROVED | 2020-07-02 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Skokie | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Skokie | IL | 11/2016 | 07/2020 |
| Uhlmann Price Securities | Chicago | IL | 07/2020 | Present |
Uhlmann Investment Management LLC, is Investment Related, 303 W Madison Street, Suite 1700, Chicago, IL, 60606, United States, Investment Advisor Services, Advisor, 07/02/2020, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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