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Kathy Jean Peterson

Aldrich Wealth LP

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aldrich Wealth Lp Lake Oswego OR 04/2019 Present
Arnerich Massena, Inc. Portland OR 10/2011 03/2019
  • 04/2019 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 10/2011 → 03/2019
    Arnerich Massena, Inc.
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-27
S63 Uniform Securities Agent State Law Examination 1989-11-09
  • S65 Uniform Investment Adviser Law Examination
    2019-06-27
  • S63 Uniform Securities Agent State Law Examination
    1989-11-09
Other Names
  • Kathy Jean Yazalina

View on SEC IAPD

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