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Inactive

Yule Derek Schrock

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
OR RA APPROVED 2024-12-09
  • OR RA
    APPROVED
    Since 2024-12-09

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
Aldrich Wealth Lp Lake Oswego OR 08/2024 Present
Oregon State University Corvallis OR 09/2020 06/2024
Mountainside High School Beaverton OR 09/2017 06/2020
Southridge High School Beaverton OR 09/2016 06/2017
Tec Equipment Portland OR 06/2023 09/2023
Big Reds Bar & Grill Beaverton OR 06/2022 09/2022
Pump It Up Beaverton OR 12/2019 03/2020
Ramen Ryoma Beaverton OR 12/2018 03/2019
  • 08/2024 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 09/2020 → 06/2024
    Oregon State University
    Corvallis, OR
  • 09/2017 → 06/2020
    Mountainside High School
    Beaverton, OR
  • 09/2016 → 06/2017
    Southridge High School
    Beaverton, OR
  • 06/2023 → 09/2023
    Tec Equipment
    Portland, OR
  • 06/2022 → 09/2022
    Big Reds Bar & Grill
    Beaverton, OR
  • 12/2019 → 03/2020
    Pump It Up
    Beaverton, OR
  • 12/2018 → 03/2019
    Ramen Ryoma
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

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