DFX Intelligence

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.

Registered advisor

Nicole Marie Eirich

Uhler Vertich White Advisorsindependent RIAFort Myers, Fldual registrantIAPD 5084602

Certified Financial Planner

Feed of 09/14/2026

Also filed as Nicole Marie Adams

At current firm

0 y

since May 29, 2026

In the industry

16 y

since Dec 3, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Uhler Vertich White Advisors independent RIA current
since May 29, 2026 · Fort Myers, Fl
Morgan Stanley wirehouse
Apr 2, 2026 to Apr 15, 2026 · Naples, Fl
Landaas & Company independent RIA
Aug 30, 2023 to Feb 11, 2026 · Milwaukee, Wi
Robert W. Baird & Co. Incorporated mixed wealth
Nov 4, 2014 to Sep 2, 2023 · Milwaukee, Wi
National Investment Services, Inc former
Dec 3, 2009 to Jan 22, 2015

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Uhler Vertich White Advisors
left Apr 15, 2026, registered May 29, 2026 (44 days) · Wirehouse to independent RIA
Landaas & Company to Morgan Stanley
left Feb 11, 2026, registered Apr 2, 2026 (50 days) · RIA to wirehouse
Robert W. Baird & Co. Incorporated to Landaas & Company
left Sep 2, 2023, registered Aug 30, 2023 (-3 days) · RIA to RIA
National Investment Services, Inc to Robert W. Baird & Co. Incorporated
left Jan 22, 2015, registered Nov 4, 2014 (-79 days) · Other

Signals

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

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address