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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

NICOLE MARIE EIRICH

Advisor at UHLER VERTICH WHITE ADVISORS

FORT MYERS, FL

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Search this name across graphsid dfx:ria:f07e294f-9d98-a846-1541-b41165956074

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 3, 2009 to Sep 14, 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: UHLER VERTICH WHITE ADVISORS
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: Dec 3, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 21, 2015
First registration: Dec 3, 2009
Dual registered: yes, broker-dealer
Other names: Nicole Marie Adams|NICOLE MARIE ADAMS
IAPD individual key: 5084602

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
UHLER VERTICH WHITE ADVISORS	Independent wealth	May 29, 2026	n/a	yes	FORT MYERS, FL	Current employment
MORGAN STANLEY	Wirehouse	Apr 2, 2026	Apr 15, 2026	no	Naples, FL	Previous registration
LANDAAS & COMPANY	Independent wealth	Aug 30, 2023	Feb 11, 2026	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Nov 4, 2014	Sep 2, 2023	no	MILWAUKEE, WI	Previous registration
NATIONAL INVESTMENT SERVICES, INC	Former SEC adviser	Dec 3, 2009	Jan 22, 2015	no	n/a	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
MORGAN STANLEY	UHLER VERTICH WHITE ADVISORS	Apr 15, 2026	May 29, 2026	44	Firm change	Wirehouse to RIA
LANDAAS & COMPANY	MORGAN STANLEY	Feb 11, 2026	Apr 2, 2026	50	Firm change	RIA to wirehouse
ROBERT W. BAIRD & CO. INCORPORATED	LANDAAS & COMPANY	Sep 2, 2023	Aug 30, 2023	-3	Firm change	RIA to RIA
NATIONAL INVESTMENT SERVICES, INC	ROBERT W. BAIRD & CO. INCORPORATED	Jan 22, 2015	Nov 4, 2014	-79	Firm change after gap	Other

Relationships

Registered with (5)

→ UHLER VERTICH WHITE ADVISORSRegistered adviserregistration: current employment
May 29, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 2, 2026 to Apr 15, 2026factForm ADV
→ LANDAAS & COMPANYRegistered adviserregistration: previous registration
Aug 30, 2023 to Feb 11, 2026factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Nov 4, 2014 to Sep 2, 2023factForm ADV
→ NATIONAL INVESTMENT SERVICES, INCRegistered adviserregistration: previous registration
Dec 3, 2009 to Jan 22, 2015factForm ADV

Dated events

Occurred
Apr 15, 2026
Advisor changed firm
Nicole Marie Eirich left Morgan Stanley for Uhler Vertich White Advisors (registered 2026-05-29)
Form ADVobserved 6 days ago
Occurred
Feb 11, 2026
Advisor changed firm
Nicole Marie Eirich left Landaas & Company for Morgan Stanley (registered 2026-04-02)
Form ADVobserved 6 days ago
Occurred
Sep 2, 2023
Advisor changed firm
Nicole Marie Eirich left Robert W. Baird & Co. Incorporated for Landaas & Company (registered 2023-08-30)
Form ADVobserved 6 days ago