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Kevin Scott Barchus

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
OR RA APPROVED 2024-11-11
  • OR RA
    APPROVED
    Since 2024-11-11

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 04/1998 Present
Previous Registrations
  • 1998-05-07 → 2008-07-09
    Akt Wealth Advisors, Lp
    Salem, OR
Other Businesses

(1) AKT Services, LLP; not investment related; 4275 Commercial St SE, #100, Salem, OR 97302; HOLDING COMPANY; Partner, Board of Partners; 1/1/2000; 0 HOURS/MONTH; Duties: N/A; (2) Aldrich CPAs + Advisors LLP; 5665 SW Meadows Road #200, Lake Oswego, OR 97035; CPA FIRM; CPA; 1995; 10 HOURS/MONTH; Duties: CPA WORK; (3) Who's on First LLC and Rose City Baseball, LLC; Not investment related; Portland, OR; Baseball franchise; Partner; 2015; 0 Hours/Month; Duties: N/A

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-03
  • S65 Uniform Investment Adviser Law Examination
    1998-03-03
Designations
Other Names
  • Kevin Barchus

View on SEC IAPD

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