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Kelsey Emerson Walker

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 2021-05-07
  • OR RA
    APPROVED
    Since 2021-05-07

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
Summit Trail Securities, Llc San Francisco CA 03/2017 05/2020
Summit Trail Advisors, Llc San Francisco CA 01/2016 05/2020
Unemployed San Francisco CA 06/2020 04/2021
Aldrich Wealth Lp Lake Oswego OR 05/2021 Present
  • 03/2017 → 05/2020
    Summit Trail Securities, Llc
    San Francisco, CA
  • 01/2016 → 05/2020
    Summit Trail Advisors, Llc
    San Francisco, CA
  • 06/2020 → 04/2021
    Unemployed
    San Francisco, CA
  • 05/2021 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-12-01
  • S63 Uniform Securities Agent State Law Examination
    2017-12-01
Designations
Other Names
  • Kelsey Walker

View on SEC IAPD

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