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5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-24 |
Branch Locations
5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldrich Wealth Lp | Lake Oswego | OR | 01/2022 | Present |
| Rvk Inc. | Portland | OR | 06/2020 | 12/2021 |
| Sapient Private Wealth Management | Eugene | OR | 01/2020 | 04/2020 |
| Columbia Trust Company | Portland | OR | 06/2019 | 09/2019 |
| Portland Business Alliance | Portland | OR | 06/2018 | 09/2018 |
| Nordstrom | Portland | OR | 06/2017 | 09/2017 |
| University Of Oregon | Eugene | OR | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
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