# JAMES MICHAEL ULRICK

JAMES MICHAEL ULRICK is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with SAVVY.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVVY](https://search.stillhousedata.com/firm/318493) | 2025-10-03 | present | Yes |
| [FARTHER FINANCE ADVISORS, LLC](https://search.stillhousedata.com/firm/302050) | 2023-08-08 | 2025-09-24 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2022-04-14 | 2023-07-27 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2021-11-01 | 2022-03-31 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2010-06-14 | 2021-11-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5187240)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5187240.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.