RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••••••• A• T••••••
- Title
- Investment Advisory Services Managerreportedulrichcg.comfirm site, Sep 15, 2026
- Designations
- CPAreportedulrichcg.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ulrichcg.com/team/patricia-tisdalereportedulrichcg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- U••••• I••••••••• C••••••••• mixed wealth currentsince Aug 16, 2017 · Albuquerque, Nm
- P•••••••• W••••• P••••••• independent RIAApr 1, 2014 to Nov 6, 2017 · Spokane, Wa
- A•••••• P•••••••• L•• independent RIANov 9, 2011 to Apr 1, 2014 · Spokane, Wa
- L•• F•••••••• L•• BD affiliatedAug 17, 2011 to Oct 9, 2014 · Spokane, Wa
- U•• F•••••••• S••••••• I••• wirehouseFeb 11, 2009 to Feb 14, 2011 · Spokane, Wa
- A•••••• P•••••••• L•• independent RIAOct 25, 2007 to Aug 19, 2009 · Spokane, Wa
- F•• A••••••• L•• formerJul 11, 2007 to Jan 30, 2008 · Spokane, Wa
- F•• S••••••••• C••••••••• formerFeb 14, 2006 to Jul 12, 2007 · Spokane, Wa
- I•• A•••• M••••••••• I•• formerApr 4, 2001 to Nov 9, 2005 · Spokane, Wa
- P•••••••• W••••• P••••••• to U••••• I••••••••• C•••••••••left Nov 6, 2017, registered Aug 16, 2017 (-82 days) · Other
- L•• F•••••••• L•• to A•••••• P•••••••• L••left Oct 9, 2014, registered Nov 9, 2011 (-1065 days) · Other
- A•••••• P•••••••• L•• to P•••••••• W••••• P•••••••left Apr 1, 2014, registered Apr 1, 2014 (0 days) · Other
- U•• F•••••••• S••••••• I••• to L•• F•••••••• L••left Feb 14, 2011, registered Aug 17, 2011 (184 days) · Other
- A•••••• P•••••••• L•• to U•• F•••••••• S••••••• I•••left Aug 19, 2009, registered Feb 11, 2009 (-189 days) · Other
- F•• A••••••• L•• to A•••••• P•••••••• L••left Jan 30, 2008, registered Oct 25, 2007 (-97 days) · Other
- F•• S••••••••• C••••••••• to F•• A••••••• L••left Jul 12, 2007, registered Jul 11, 2007 (-1 days) · Other
- I•• A•••• M••••••••• I•• to F•• S••••••••• C•••••••••left Nov 9, 2005, registered Feb 14, 2006 (97 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address