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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-24 |
| OR | RA | APPROVED | 2026-07-22 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
2655 S.W. Center Street, Suite 330 , , Beaverton, OR 97005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 10/2019 |
| Brigham Young University Idaho | Rexburg | ID | 12/2012 | 10/2016 |
| Aldrich Wealth Lp | Lake Oswego | OR | 10/2019 | 01/2022 |
| Deschutes Investment Consulting, Llc | Portland | OR | 04/2022 | Present |
| Iht Wealth Management Llc | Beaverton | OR | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-12 |
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