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firm profile

Ullico Investment Company, LLC

BD Bethesda, MD CRD 135195 Last verified October 2026

Overview

Ullico Investment Company, LLC is a Broker Dealer based in Bethesda, MD, formed in 2004 in Maryland. Its 20 registered representatives work across 3 branch offices in 3 states.

Registered reps
20
Branch offices
3
Formed
2004
Jurisdictions
9

Contact

1 phone number on file

Practice

Products and services
  • Insurance
  • Other
  • Private Placements
  • Retirement/Pension Products
  • Variable Life Insurance & Annuities

Executive officers 3 of 4

  • Joseph Richard Linehan General Securities Principal, President CRD 4951041
  • Richard Francis Larocque Chief Compliance Officer, General Securities Principal CRD 2874559
  • Yinan Yu Corporate Secretary, Chief Financial Officer, Financial and Operations Principal CRD 7787306

1 more executive officer, with direct contact details

Registered reps 3 of 20

17 more registered reps, with emails, phones and branch locations

Location

Headquarters
7373 Wisconsin Ave Ste 2000
Bethesda, MD 20814
County
Montgomery
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Region
South
Branch offices
3 in 3 states, including Chapel Hill, NC and Washington, DC

Registrations

  • FINRA member, limited liability company formed in Maryland
  • Registered in 9 jurisdictions
  • Website: ullico.com

Every state, with registration dates

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