Best Investors
Account
Sign in
5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-11 |
Branch Locations
5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldrich Wealth Lp | Lake Oswego | OR | 04/1998 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-03 |
Reach out to this advisor