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

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Jul 13, 2023

First registration

Nov 3, 2025

Dual registered

yes, broker-dealer

Other names

TYLER FERGUSON

IAPD individual key

7691540

• Occurred

  May 28, 2026
  Advisor changed firm

  Damian Tyler Ferguson left Strategic Advisers Llc for Uhlmann Investment Management, L.L.C. (registered 2026-06-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7993af9e-4370-13ed-a512-a2b3469dd1e5

First observed

Nov 3, 2025

Last observed

Sep 15, 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.