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.

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

Aug 28, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 28, 1995

First registration

Oct 19, 1998

Dual registered

no

Other names

JAMES MICHEAL SIZEMORE

IAPD individual key

2658555

• Occurred

  Mar 31, 2022
  Advisor changed firm

  James Michael Sizemore left Strategic Wealth Management Inc for Ulrich Investment Consultants (registered 2025-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:22f0bd7c-8509-29e2-12da-10d5ed60eebd

First observed

Oct 19, 1998

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.