Dimitri Uhlik
Professional summary
Dimitri Uhlik, who also goes by Dimitri Martin Mathews, Dimitri Martin Uhlik, Dimitri Martin Uhlk, is a registered financial professional currently at TOBIN & COMPANY SECURITIES LLC located in Charlotte, North Carolina.
Dimitri is registered as a RR (Registered Representative) and started their career in finance in 2000. Dimitri has worked at 9 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dimitri Uhlik's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2023 - Present
TOBIN & COMPANY SECURITIES LLC
Office #1: 101 South Tryon Street Suite 2700, Charlotte, NC 28280March 18, 2020 - February 27, 2023
FBL MARKETING SERVICES, LLC
February 21, 2020 - February 27, 2023
FBL WEALTH MANAGEMENT, LLC
September 19, 2018 - March 13, 2020
FINANCIAL LIFE PLANNERS
August 14, 2017 - August 3, 2018
BETTER MONEY DECISIONS
November 20, 2014 - August 30, 2017
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
October 2, 2014 - August 29, 2017
LPL FINANCIAL LLC
January 4, 2012 - June 20, 2014
SCHWAB WEALTH ADVISORY, INC.
October 27, 2006 - December 31, 2011
CHARLES SCHWAB & CO., INC.
December 8, 2000 - June 20, 2014
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/16/2023)
(4/17/2023)
(4/17/2023)
(10/15/2025)
(4/17/2023)
(8/25/2023)
(4/14/2023)
(4/20/2023)
(4/17/2023)
(4/18/2023)
(4/24/2023)
(4/18/2023)
(4/14/2023)
(4/17/2023)
(4/21/2023)
(3/6/2025)
(4/19/2023)
(4/16/2023)
(3/13/2023)
(4/14/2023)
(4/17/2023)
(5/1/2025)
(4/25/2025)
(4/17/2023)
(4/18/2023)
(4/14/2023)
(4/14/2023)
(4/18/2023)
Exams
FINRA
Current Firm
TOBIN & COMPANY SECURITIES LLC
CRD#: 137918 / SEC#: , 8-67134
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TOBIN & COMPANY INVESTMENT BANKING GROUP LLC | PARENT COMPANY | |
| TOBIN, JUSTINE EIDT | CHIEF COMPLIANCE OFFICER | 1641345 |
Red Flags
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