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5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-06 |
| OR | RA | APPROVED | 2012-09-20 |
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 | 09/2012 | Present |
AKT SERVICES LLP; 4275 SE Commercial St. #100, SALEM, OR 97302; HOLDING COMPANY; PRINCIPAL; 2019; 0 HOURS/MONTH; DUTIES: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
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