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Joseph Edward Strauss

Aldrich Wealth LP

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-13
OR RA APPROVED 2022-12-13
  • CA RA
    APPROVED
    Since 2022-12-13
  • OR RA
    APPROVED
    Since 2022-12-13

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
Authent Advisors, Inc. Corte Madera CA 01/2016 03/2019
Mariner Wealth Advisors Corte Madera CA 04/2019 11/2022
Aldrich Wealth Lp Lake Oswego OR 12/2022 Present
  • 01/2016 → 03/2019
    Authent Advisors, Inc.
    Corte Madera, CA
  • 04/2019 → 11/2022
    Mariner Wealth Advisors
    Corte Madera, CA
  • 12/2022 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
Previous Registrations
  • 2019-04-01 → 2022-11-29
    Mariner
    Corte Madera, CA
  • 2016-09-29 → 2019-04-23
    Authent Advisors, Inc.
    Corte Madera, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-29
  • S65 Uniform Investment Adviser Law Examination
    2016-09-29
Designations

View on SEC IAPD

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