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PT

Patricia A. Tisdale

ULRICH INVESTMENT CONSULTANTS
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 2789599
PT
Patricia A TisdaleULRICH INVESTMENT CONSULTANTS

Professional summary

Patricia A Tisdale, who also goes by Patricia Ann Fox, Patricia Fox, Patti Ann Fox, Patricia Ann Tisdale, Patti Tisdale, is a registered financial advisor currently at ULRICH INVESTMENT CONSULTANTS located in Spokane, Washington.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Patricia has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Patricia Ann Fox | Patricia Fox | Patti Ann Fox | Patricia Ann Tisdale | Patti Tisdale

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia A Tisdale's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 16, 2017 - Present

ULRICH INVESTMENT CONSULTANTS

Office #1: 111 W Cataldo, Spokane, WA 99201
RIA
CRD#: 159499
Spokane, WA
Past

April 1, 2014 - November 6, 2017

PINKERTON WEALTH PARTNERS

RIA
CRD#: 120973
COEUR D'ALENE, ID
Past

November 9, 2011 - April 1, 2014

ABRIDGE PARTNERS, LLC

RIA
CRD#: 145247
SPOKANE, WA
Past

August 17, 2011 - October 9, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
SPOKANE, WA
Past

August 2, 2011 - October 9, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
SPOKANE, WA
Past

February 11, 2009 - February 14, 2011

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SPOKANE, WA
Past

February 11, 2009 - February 14, 2011

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SPOKANE, WA
Past

October 25, 2007 - August 19, 2009

ABRIDGE PARTNERS, LLC

RIA
CRD#: 145247
SPOKANE, WA
Past

July 11, 2007 - January 30, 2008

FFR ADVISORY LLC

RIA
CRD#: 108602
SPOKANE, WA
Past

April 16, 2007 - July 12, 2007

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
SPOKANE, WA
Past

February 17, 2006 - January 20, 2009

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SPOKANE, WA
Past

February 14, 2006 - March 7, 2006

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
SPOKANE, WA
Past

April 4, 2001 - November 9, 2005

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

September 20, 1999 - February 6, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 4, 1999 - August 17, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 18, 1996 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UI
ULRICH INVESTMENT CONSULTANTS
ESTATE STRATEGIES | ULRICH OF TEXAS CONSULTING GROUP, LLC | ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC D/B/A/ ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ESTATE STRATEGIES, INC.

CRD#: 159499 / SEC#: 801-72880

RIA
Registered Investment Advisory firm - (12/2/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/12/2021)
IAR
Washington
(8/16/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 3/2/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/29/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/9/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2006
General Securities Representative Examination

Current Firm

UI
ULRICH INVESTMENT CONSULTANTS
ESTATE STRATEGIES | ULRICH OF TEXAS CONSULTING GROUP, LLC | ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC D/B/A/ ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ESTATE STRATEGIES, INC.

CRD#: 159499 / SEC#: 801-72880

RIA
Registered Investment Advisory firm - (12/2/2011 Approved)
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Contact information

Main Address
1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104
Mailing Address
Phone number
(505) 224-9100
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/30/2026)

Regulatory assets under management

Total Number of Accounts1,032
AUM (Assets Under Management)$ 3,619,832,252

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/05/2025
Cover Page
Report
09/13/2024
Cover Page
Report
05/01/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ULRICH INVESTMENT CONSULTANTS

CRD#: 159499Spokane, WA 99201

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