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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| OR | RA | APPROVED | 2022-07-29 |
Branch Locations
522 A Ave, Lake Oswego, OR 97034 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
11601 Sw Beaverton Hillsdale Hwy, Beaverton, OR 97005 • United States
14725 Sw Teal Blvd, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | San Mateo | CA | 02/2011 | 01/2021 |
| Aldrich Wealth Lp | Lake Oswego | OR | 10/2021 | 02/2022 |
| Unemployed | Portland | OR | 02/2021 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 07/2022 | Present |
| Unemployed | Portland | OR | 02/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-19 |
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