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1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-22 |
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 | Albuqerque | NM | 11/2016 | 12/2020 |
| Johnson Controls | San Antonio | TX | 02/2009 | 10/2016 |
| Ulrich Consulting And Investment Group, Llc | Albuqerque | NM | 01/2021 | 12/2021 |
| Ulrich Consulting And Investment Group, Llc | Albuqerque | NM | 01/2022 | 12/2023 |
| Ulrich Consulting And Investment Group, Llc | San Antonio | TX | 01/2024 | 12/2025 |
| Ulrich Consulting And Investment Group, Llc | San Antonio | TX | 01/2026 | Present |
Independent insurance agent, since 9/2017, offers fixed and variable life insurance (and disability) products and receives normal and customary commissions. 4 Bowood, San Antonio, TX 78218. Approximately 16 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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