Best Investors Account Sign in
Inactive

Kayla Kristine Cook

Aldrich Wealth LP

Lake Oswego, OR

Claim This Profile
Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-01-05
  • OR RA
    APPROVED
    Since 2015-01-05

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • 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
OrganizationCityStateFromTo
Akt Wealth Advisors, Lp Portland OR 05/2014 Present
  • 05/2014 → Present
    Akt Wealth Advisors, Lp
    Portland, OR
Other Businesses

AKT Services LLP; not investment related; 4275 Commercial St. SE, Suite 100, Salem, OR 97302; Holding Company; Partner, Board of Partners; 1/1/2025; 0 hours/month; Duties: N/A.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-04-23
  • S63 Uniform Securities Agent State Law Examination
    2013-04-23
Designations
Other Names
  • Kayla Lopuch

View on SEC IAPD

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor