Brian Curtis Ulch

Current Employers

Aventail Wealth Management, Llc

353 Avenue C Southwest, Winter Haven, FL 33880 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

353 Avenue C Southwest, Winter Haven, FL 33880 • 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

Organization	City	State	From	To
Aventail Wealth Management, Llc	Winter Haven	FL	12/2015	Present

12/2015 → Present

Aventail Wealth Management, Llc

Winter Haven, FL

Other Businesses

Individual Insurance Agent NIPR#18130474 with the following Licenses: Sept.2016: Florida 2-14 License #W349963 - Life, Annuity & LTC Insurance:devotes 21 hours a month working with clients for their insurance needs. March 2018: California Non-Resident License #0M25888 - Life Insurance: devotes 1 hour a month working with clients for their insurance needs. Nov. 2018: Illinois Non-Resident License #18130474 - Life & Annuity Insurance: devotes 1 hours a month working with clients for their insurance needs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-05

S65 Uniform Investment Adviser Law Examination

2015-12-05

View on SEC IAPD

Current Employers

Aventail Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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