Julia Ullrich has been an investment adviser representative at Hippocratic Financial Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Hippocratic Financial Advisors LLC is a Westlake Village, CA firm with $229M under management, 382 clients and 5 advisers across 6 offices, as of its September 2026 filing.
Julia Ullrich’s longest registration was 2 years at Black Diamond Financial, LLC (2023–2026). Before joining Hippocratic Financial Advisors in 2026, Julia Ullrich was registered through Black Diamond Financial, LLC.
- – present · under a yearBend, OR · Adviser representative · Firm CRD 169481
- Black Diamond Financial, LLC– · 2 yearsBend, OR · Adviser representative · Firm CRD 145108
Investment adviser representative registrations
Julia Ullrich is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- OregonSince 23 September 2026
- TexasSince 23 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7771523
- Firm
- Hippocratic Financial Advisors · CRD 169481
- Office
- Bend, OR
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Julia Ullrich work?
Julia Ullrich is an investment adviser representative registered through Hippocratic Financial Advisors LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julia Ullrich a financial advisor?
Yes. Julia Ullrich has a current investment-adviser registration in Oregon and Texas, through Hippocratic Financial Advisors since September 2026.
How many years of experience does Julia Ullrich have?
Julia Ullrich has 2 years in the financial industry, since January 2024, across 2 adviser firms.
What exams has Julia Ullrich passed?
Julia Ullrich passed the Series 65 in June 2023.
Where did Julia Ullrich work before Hippocratic Financial Advisors?
Before Hippocratic Financial Advisors, Julia Ullrich was registered through Black Diamond Financial, LLC, July 2023 to March 2026.
Where is Julia Ullrich based?
Julia Ullrich’s registered office is in Bend, OR.
Is Julia Ullrich registered with FINRA?
No. Julia Ullrich has no current broker registration.
How can I verify Julia Ullrich’s record?
Search CRD 7771523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julia Ullrich’s full registration record.