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Ryan M. Uhle

FRANKLIN DISTRIBUTORS
Short Hills, NJ 07078
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CRD#: 5935390
RU

Professional summary


Ryan Martin Uhle, CIMA®, who also goes by Ryan Uhle, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in Short Hills, New Jersey.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2011. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan Uhle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UHLE LIMITED PARTNERSHIP - 1963 WYNWOOD DR. ROCKY RIVER, OH 44116 - INVESTMENT RELATED. PASS-THROUGH ENTITY FOR FAMILY INCOME. USED AS A TAX SHELTER, I HAVE NO ACCESS TO FUNDS UNTIL RETIREMENT OR INHERITANCE, I HAVE NO PARTICIPATION OR INVOLVEMENT IN THE COMPANY. SINCE 12/1/1997, I AM A MINORITY PARTNER, 5% OWNERSHIP W/NO VOTING RIGHTS OR INPUT OR CONTROL. ZERO HOURS DEVOTED, I HAVE NO RESPONSIBILITIES AND PERFORM NO DUTIES.******************************************************

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ryan Martin Uhle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Experience


Current

February 13, 2023 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 101 John F. Kennedy Parkway, Short Hills, NJ 07078
BD
CRD#: 109064
Short Hills, NJ
Past

October 22, 2020 - January 23, 2023

T. ROWE PRICE ASSOCIATES, INC.

RIA
CRD#: 105496
Avon Lake, OH
Past

May 16, 2016 - January 23, 2023

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD
Past

November 12, 2013 - May 6, 2016

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
COLUMBUS, OH
Past

June 21, 2011 - November 13, 2013

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
WESTERVILLE, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/15/2023)
RR
Connecticut
(1/17/2024)
RR
Florida
(2/15/2023)
RR
Massachusetts
(1/17/2024)
RR
New York
(2/15/2023)
RR
Ohio
(2/13/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/21/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064Short Hills, NJ 07078

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