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720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldrich Wealth Lp | Lake Oswego | OR | 06/2023 | 12/2025 |
| Aldrich Wealth Lp | Lake Oswego | OR | 09/2022 | 06/2023 |
| Aldrich Wealth Lp | Lake Oswego | OR | 06/2022 | 08/2022 |
| Grace Investors | Tualatin | OR | 05/2021 | 08/2021 |
| Aldrich Wealth Lp | Lake Oswego | OR | 03/2025 | 04/2026 |
| Geroge Fox University | Newberg | OR | 08/2019 | 05/2023 |
| The Stafford Assisted Living | Lake Oswego | OR | 06/2018 | 08/2018 |
| The Stafford Assisted Living | Lake Oswego | OR | 06/2019 | 08/2019 |
| Lee Farms | Tualatin | OR | 09/2016 | 10/2016 |
| Horizon Christian High School | Tualatin | OR | 09/2015 | 06/2019 |
| Quantum Financial Planning Services, Inc. | Spokane | WA | 04/2026 | Present |
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