Erik Fw Lawrence

Employer firm

Tenbridge Partners LLC CRD 159378

$110M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Tenbridge Partners Llc

806 Sw Broadway, Suite 800, Portland, OR 97205 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-18

OR RA
APPROVED

Since 2024-11-18

Branch Locations

806 Sw Broadway, Suite 800, Portland, OR 97205 • 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

Organization	City	State	From	To
Tenbridge Partners, Llc.	Portland	OR	11/2011	Present
Kms Financial Services, Inc.	Seattle	WA	03/2012	12/2016

11/2011 → Present

Tenbridge Partners, Llc.

Portland, OR
03/2012 → 12/2016

Kms Financial Services, Inc.

Seattle, WA

Previous Registrations

2012-03-20 → 2016-12-31

Kms Financial Services, Inc.

Seattle, WA

Portland, OR
2011-02-07 → 2012-03-16

Paulson Investment Company Llc

Portland, OR

Lake Oswego, OR

Portland, OR
2009-11-09 → 2011-02-11

Ubs Financial Services Inc.

Portland, OR

Portland, OR

Other Businesses

(1) TEAM TOGETHER.; NOT INVESTMENT RELATED; PORTLAND, OR; CHARITABLE ORGANIZATION; BOARD CHAIR; START DATE: 4/2015; 2 HRS/MO, 0 HRS/MO DURING TRADING; NO COMPENSATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-04

S66 Uniform Combined State Law Examination

2002-10-04

Designations

Certified Financial Planner

Other Names

Erik Lawrence

View on SEC IAPD