Luan Drosso Dollens

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	2022-05-05

OR RA
APPROVED

Since 2022-05-05

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
M Holdings Securities, Inc.	Portland	OR	08/2006	04/2022
Aldrich Wealth Lp	Lake Oswego	OR	04/2022	Present

08/2006 → 04/2022

M Holdings Securities, Inc.

Portland, OR
04/2022 → Present

Aldrich Wealth Lp

Lake Oswego, OR

Previous Registrations

2012-12-04 → 2022-06-09

M Holdings Securities, Inc.

Portland, OR
2010-11-15 → 2012-12-04

M Financial Asset Management, Inc.

Portland, OR

Other Businesses

TLD Consulting Services, LLC; Not Investment Related; Damascus, OR 97089; Member; Various consulting projects and management services; 1/1/2024; 5 hours/month; nonbusiness hours; Compensated based on project.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-06-24
S63	Uniform Securities Agent State Law Examination	1991-01-09

S65 Uniform Investment Adviser Law Examination

2009-06-24
S63 Uniform Securities Agent State Law Examination

1991-01-09

Other Names

Luan D Deleganes

View on SEC IAPD