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Patricia A Tisdale

Ulrich Investment Consultants

Albuquerque, NM

Spokane, WA

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Current Employers
Ulrich Investment Consultants

1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-12
WA RA APPROVED 2017-08-16
  • TX RA
    APPROVED_RES
    Since 2021-02-12
  • WA RA
    APPROVED
    Since 2017-08-16

Branch Locations

1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States

111 W Cataldo, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Spokane WA 04/2014 11/2017
Pinkerton Retirement Specialists, Llc Spokane WA 04/2014 11/2017
Estate Strategies, Inc Spokane WA 07/2011 03/2018
Ulrich Consulting Group, Llc Spokane WA 08/2017 12/2020
Ulrich Consulting And Investment Group, Llc Spokane WA 01/2021 Present
  • 04/2014 → 11/2017
    Lpl Financial Llc
    Spokane, WA
  • 04/2014 → 11/2017
    Pinkerton Retirement Specialists, Llc
    Spokane, WA
  • 07/2011 → 03/2018
    Estate Strategies, Inc
    Spokane, WA
  • 08/2017 → 12/2020
    Ulrich Consulting Group, Llc
    Spokane, WA
  • 01/2021 → Present
    Ulrich Consulting And Investment Group, Llc
    Spokane, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-03-02
S65 Uniform Investment Adviser Law Examination 1999-09-29
  • S63 Uniform Securities Agent State Law Examination
    2006-03-02
  • S65 Uniform Investment Adviser Law Examination
    1999-09-29
Other Names
  • Patti Tisdale
  • Patricia Fox
  • Patricia Ann Fox
  • Patti Ann Fox
  • Patricia Ann Tisdale
  • Patricia A Tisdale

View on SEC IAPD

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ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
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