Isaiah Richard Smith

Current Employers

Aldrich Wealth Lp

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2021-03-03

OR RA
APPROVED

Since 2021-03-03

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

Organization	City	State	From	To
Aldrich Wealth Lp	Lake Oswego	OR	11/2020	Present
Full-Time Student	Vancouver	WA	01/2010	05/2017
Unemployed	Vancouver	WA	06/2017	08/2017
Kpmg	Portland	OR	08/2017	12/2019
Holmes & Company	Tigard	OR	12/2019	11/2020

11/2020 → Present

Aldrich Wealth Lp

Lake Oswego, OR
01/2010 → 05/2017

Full-Time Student

Vancouver, WA
06/2017 → 08/2017

Unemployed

Vancouver, WA
08/2017 → 12/2019

Kpmg

Portland, OR
12/2019 → 11/2020

Holmes & Company

Tigard, OR

Other Businesses

(1) Certified Public Accountant (2020, Oregon); (2) Name of Business: Activ8 Weight, LLC; Investment related: No; Address: Portland, Oregon; Nature: Our company leases out weight equipment for people to temporarily set up gyms in their homes; Position/Title: Co-Founder; Start Date: April 5, 2021; # of hours per month: 10 (on weekends); # of hours during securities trading hours: 0; Description of duties: help manage the flow of business operations, client service, managerial accounting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-02

S65 Uniform Investment Adviser Law Examination

2021-03-02

Designations

View on SEC IAPD