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Advisor at UNIPLAN INVESTMENT COUNSEL, INC.
MILWAUKEE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UNIPLAN INVESTMENT COUNSEL, INC. | Independent wealth | Jan 15, 2025 | n/a | yes | MILWAUKEE, WI | Current employment |
| UNIPLAN INSTITUTIONAL ADVISORS LLC | Former SEC adviser | Jan 15, 2025 | Mar 3, 2026 | no | MILWAUKEE, WI | Previous registration |
| UNIPLAN INSTITUTIONAL ADVISORS LLC | Former SEC adviser | Jun 9, 2021 | Dec 31, 2024 | no | MILWAUKEE, WI | Previous registration |
| UNIPLAN INVESTMENT COUNSEL, INC. | Independent wealth | Sep 16, 2010 | Dec 31, 2024 | no | MILWAUKEE, WI | Previous registration |
| UNIPLAN REAL ESTATE ADVISORS, INC. | Former SEC adviser | Jun 14, 1985 | Mar 11, 2021 | no | MILWAUKEE, WI|UNION GROVE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNIPLAN INSTITUTIONAL ADVISORS LLC | UNIPLAN INVESTMENT COUNSEL, INC. | Mar 3, 2026 | Jan 15, 2025 | -412 | Firm change after gap | Other |
| UNIPLAN INVESTMENT COUNSEL, INC. | UNIPLAN INSTITUTIONAL ADVISORS LLC | Dec 31, 2024 | Jun 9, 2021 | -1,301 | Firm change after gap | Other |
| UNIPLAN REAL ESTATE ADVISORS, INC. | UNIPLAN INVESTMENT COUNSEL, INC. | Mar 11, 2021 | Sep 16, 2010 | -3,829 | Firm change after gap | Other |