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1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2012-01-04 |
| TX | RA | APPROVED | 2012-01-03 |
Branch Locations
1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States
711 Broadway Ste 355, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ulrich Consulting Group, Llc | Albuquerque | NM | 01/2012 | 12/2020 |
| Ulrich Consulting And Investment Group, Llc | Albuquerque | NM | 01/2021 | Present |
Laguna Construction Company. Board member/Secretary. Non-investment related. IH 40W, Exit 114, Laguna, NM 87026, started, 1/2009, 5 approximate hours a month, assist with operation of the company. Laguna Economic Advancement (LEA) is a subsidiary of Laguna construction company. Board member. The company was created to assist with Economic Development efforts of the Pueblo of Laguna. Laguna Community Foundation. Board member. Non-investment firm and an UIC client. IH 40W, Exit 114, Laguna, NM 87026, started, 1/2011, approximately 4 hours a month to provide general governance of the organization. Mr. Ulrich serves as Co-Trustee of an UIC client's revocable trust since 11/2001 and spends about 4 hours per month. Public Member of NM State Investment Council, An investment related business where he will spend approximately 4 hours a month on this activity. Meetings are webcast for public viewing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1992-10-27 |
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