Lydia Teeple

UHY WEALTH MANAGEMENT RIA

Sterling Heights, MI 48313

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CRD#: 7008411

Professional summary

Lydia Teeple, who also goes by Lydia Palmateer, is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in Sterling Heights, Michigan and OSAIC WEALTH, INC. located in Sterling Heights, Michigan.

Lydia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Lydia has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Lydia Palmateer

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.

1) 10/18/2024- Health Agent- Non-Variable Insurance- INV Related- At Troy, MI- Start date 01/18/2019- 0 HRS MTH- 0 HRS During Trading 2) 10/18/2024- DoorDash- Other- Food delivery through DoorDash.-Not INV Related- At Troy, MI- Start date 04/20/2021- 5 HRS MTH- 0 HRS During Trading 4) 10/18/2024- Depop- Other- I resell clothes on Depop in my free time.- Not INV Related- At Troy, MI- Start date 08/28/2023- 3 HRS MTH- 0 HRS During Trading 5) 09/10/2024- Depop- Other- Reselling clothes through Depop.- Not INV Related- At Troy, MI- Start date 08/21/2023- 3 HRS MTH- 0 HRS During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lydia Teeple's 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®

None

Experience

Current

March 16, 2026 - Present

UHY WEALTH MANAGEMENT RIA LLC

Office #1: 12900 Hall Rd Suite 500, Sterling Heights, MI 48313Office #2: 2701 Cambridge Ct Suite 480, Auburn Hills, MI 48326

RIA

CRD#: 317608

Sterling Heights, MI

Current

July 10, 2026 - Present

OSAIC WEALTH, INC.

Office #1: 12900 Hall Road Suite 415, Sterling Heights, MI 48313

RIA

CRD#: 23131

STERLING HEIGHTS, MI

Past

November 14, 2024 - April 6, 2026

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

AUBURN HILLS, MI

Past

November 14, 2024 - April 6, 2026

LPL ENTERPRISE, LLC

CRD#: 8733

AUBURN HILLS, MI

Past

December 17, 2020 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TROY, MI

Past

September 17, 2018 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

TROY, MI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

California
(7/10/2026)

Florida
(7/10/2026)

Georgia
(7/10/2026)

IAR

Michigan
(3/16/2026)

Michigan
(7/10/2026)

Nevada
(7/10/2026)

North Carolina
(7/14/2026)

Pennsylvania
(7/10/2026)

South Carolina
(7/10/2026)

Texas
(7/10/2026)

Washington
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/17/2018

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

UHY WEALTH MANAGEMENT RIA LLC

CRD#: 317608 / SEC#:

Michigan

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334

Mailing Address

Phone number

(248) 609-1610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Lydia Teeple

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lydia Teeple's CRS (Customer Relationship Summary).

Certified licenses

Experience

UHY WEALTH MANAGEMENT RIA LLC

OSAIC WEALTH, INC.

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2020

Series 63

Date: 10/12/2018

SIE

Date: 10/1/2018

Series 6

Date: 9/17/2018

FINRA

Current Firm

UHY WEALTH MANAGEMENT RIA LLC

Contact information

Documents

Red Flags

Company Information

UHY WEALTH MANAGEMENT RIA LLC

TRUST BUT VERIFY

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