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Kelly Marie Villagrana

Ulrich Investment Consultants

San Antonio, TX

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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 2022-04-04
  • TX RA
    APPROVED
    Since 2022-04-04

Branch Locations

711 Broadway Ste 355, San Antonio, TX 78215 • 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 Dallas TX 03/2011 04/2017
Pourtastic Tastings, Llc San Antonio TX 12/2017 10/2018
Homemaker San Antonio TX 04/2017 12/2017
Lpl Financial Llc San Antonio TX 10/2018 03/2022
Ulrich Consulting And Investment Group, Llc San Antonio TX 03/2022 Present
  • 03/2011 → 04/2017
    Lpl Financial
    Dallas, TX
  • 12/2017 → 10/2018
    Pourtastic Tastings, Llc
    San Antonio, TX
  • 04/2017 → 12/2017
    Homemaker
    San Antonio, TX
  • 10/2018 → 03/2022
    Lpl Financial Llc
    San Antonio, TX
  • 03/2022 → Present
    Ulrich Consulting And Investment Group, Llc
    San Antonio, TX
Previous Registrations
  • 2018-10-26 → 2022-03-30
    Lpl Financial Llc
    San Antonio, TX
    San Diego, CA
    San Antonio, TX
  • 2011-03-11 → 2017-05-25
    Lpl Financial Llc
    Dallas, TX
  • 2007-11-19 → 2011-02-03
    Lpl Financial Llc
    Dallas, TX
  • 2004-01-26 → 2007-10-17
    A. G. Edwards & Sons, Inc.
    Plano, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-23
  • S66 Uniform Combined State Law Examination
    2004-01-23
Other Names
  • Kelly Marie Klepacz
  • Kelly Marie Klepacz
  • Kelly Marie Klepacz

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
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KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
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