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5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| CA | RA | APPROVED | 2008-06-10 |
Branch Locations
1903 Wright Place Suite 180, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldrich Wealth Lp | Carlsbad | CA | 01/2017 | Present |
| Pacific Coast Capital, Llc | Carlsbad | CA | 04/2020 | 12/2024 |
| Pacific Coast Capital, Llc | Carlsbad | CA | 01/2025 | Present |
| Aldrich Wealth Lp | Carlsbad | CA | 06/2008 | Present |
(1) AKT Services, LLP; not investment related; 4275 SE Commercial St. SE #100, Salem, OR 97302; HOLDING COMPANY; Principal; 2013; 0 hours/month; Duties: N/A. (2) Aldrich Capital Advisors LP; M&A Consulting & Investment Banking, 1903 Wright Place, Suite 180, Carlsbad, CA 92008; Business Affiliate; 2019; 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-04 |
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
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