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5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-02-19 |
| CA | RA | APPROVED | 2021-02-18 |
Branch Locations
5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
1903 Wright Place Suite 180, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | WA | 09/2013 | 01/2021 |
| Aldrich Wealth Lp | Lake Oswego | OR | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-27 |
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