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422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
| CO | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Palm Desert | CA | 07/2022 | 04/2026 |
| Coleruth.cOm | Palm Desert | CA | 01/2012 | 06/2022 |
| City National Bank | Palm Desert | CA | 09/2022 | 01/2025 |
| Exceptional Wealth & Family Office | Colorado Springs | CO | 04/2026 | Present |
(1) NAME OF ENTITY: Desert Guestroom ADDRESS: 74130 El Cortez Way, Palm Desert, California 92260 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Dec 22, 2025 CAPACITY: Other DUTIES: I am the spouse of the sole proprietor (my husband, Gregory Ulrich). HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (2) Fixed Insurance Sales; Exceptional Insurance; 1% time spent during business hours; Conducted from office location; investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
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