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Daniel Jason Horowitz

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 2022-08-05
  • OR RA
    APPROVED
    Since 2022-08-05

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
OrganizationCityStateFromTo
Aldrich Wealth Lp Lake Oswego OR 02/2022 Present
Campbell Global Portland OR 11/2018 02/2022
Arnerich Massena Portland OR 08/2013 10/2018
  • 02/2022 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 11/2018 → 02/2022
    Campbell Global
    Portland, OR
  • 08/2013 → 10/2018
    Arnerich Massena
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05

View on SEC IAPD

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