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RIA / WealthAdvisor26 years in industry

PATRICIA A TISDALE

Advisor at ULRICH INVESTMENT CONSULTANTS

ALBUQUERQUE, NM | Spokane, WA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ULRICH INVESTMENT CONSULTANTS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 29, 1999
First registration: Apr 4, 2001
Dual registered: no
Other names: PATTI TISDALE|PATRICIA FOX|PATRICIA ANN FOX|PATTI ANN FOX|PATRICIA ANN TISDALE|PATRICIA A TISDALE
IAPD individual key: 2789599

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ULRICH INVESTMENT CONSULTANTS	Mixed wealth	Aug 16, 2017	n/a	yes	ALBUQUERQUE, NM\|Spokane, WA	Current employment
PINKERTON WEALTH PARTNERS	Independent wealth	Apr 1, 2014	Nov 6, 2017	no	SPOKANE, WA\|COEUR D'ALENE, ID	Previous registration
ABRIDGE PARTNERS, LLC	Independent wealth	Nov 9, 2011	Apr 1, 2014	no	SPOKANE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 17, 2011	Oct 9, 2014	no	SPOKANE, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 11, 2009	Feb 14, 2011	no	SPOKANE, WA	Previous registration
ABRIDGE PARTNERS, LLC	Independent wealth	Oct 25, 2007	Aug 19, 2009	no	SPOKANE, WA	Previous registration
FFR ADVISORY LLC	Former SEC adviser	Jul 11, 2007	Jan 30, 2008	no	SPOKANE, WA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 14, 2006	Jul 12, 2007	no	SPOKANE, WA	Previous registration
ICM ASSET MANAGEMENT INC	Former SEC adviser	Apr 4, 2001	Nov 9, 2005	no	SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINKERTON WEALTH PARTNERS	ULRICH INVESTMENT CONSULTANTS	Nov 6, 2017	Aug 16, 2017	-82	Firm change after gap	Other
LPL FINANCIAL LLC	ABRIDGE PARTNERS, LLC	Oct 9, 2014	Nov 9, 2011	-1,065	Firm change after gap	Other
ABRIDGE PARTNERS, LLC	PINKERTON WEALTH PARTNERS	Apr 1, 2014	Apr 1, 2014	0	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Feb 14, 2011	Aug 17, 2011	184	Firm change	Other
ABRIDGE PARTNERS, LLC	UBS FINANCIAL SERVICES INC.	Aug 19, 2009	Feb 11, 2009	-189	Firm change after gap	Other
FFR ADVISORY LLC	ABRIDGE PARTNERS, LLC	Jan 30, 2008	Oct 25, 2007	-97	Firm change after gap	Other
FSC SECURITIES CORPORATION	FFR ADVISORY LLC	Jul 12, 2007	Jul 11, 2007	-1	Firm change	Other
ICM ASSET MANAGEMENT INC	FSC SECURITIES CORPORATION	Nov 9, 2005	Feb 14, 2006	97	Firm change	Other

Relationships

Registered with (8)

→ ULRICH INVESTMENT CONSULTANTSRegistered adviserregistration: current employment
Aug 16, 2017 to presentfactForm ADV
→ PINKERTON WEALTH PARTNERSRegistered adviserregistration: previous registration
Apr 1, 2014 to Nov 6, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 17, 2011 to Oct 9, 2014factForm ADV
→ ABRIDGE PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 9, 2011 to Apr 1, 2014factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 11, 2009 to Feb 14, 2011factForm ADV
→ FFR ADVISORY LLCRegistered adviserregistration: previous registration
Jul 11, 2007 to Jan 30, 2008factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 14, 2006 to Jul 12, 2007factForm ADV
→ ICM ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Apr 4, 2001 to Nov 9, 2005factForm ADV

Dated events

No dated event names this entity yet.