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RIA / WealthAdvisorCertified Financial Planner24 years in industry

ABBEY ROLLINS

Advisor at ALDRICH WEALTH LP

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:062b3207-528b-a362-ef33-8d29dab16996

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALDRICH WEALTH LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 18, 2002
First registration: Jun 14, 2004
Dual registered: no
Other names: ABBEY FROST|ABBEY FROST
IAPD individual key: 4431168

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALDRICH WEALTH LP	Independent wealth	Jun 19, 2008	n/a	yes	LAKE OSWEGO, OR	Current employment
AKT WEALTH ADVISORS, LP	n/a	Oct 23, 2007	Jul 9, 2008	no	LAKE OSWEGO, OR	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 12, 2006	Mar 7, 2007	no	BOISE, ID	Previous registration
PIPER SANDLER & CO.	Institutional manager	Jun 14, 2004	Aug 12, 2006	no	BOISE, ID\|MINNEAPOLIS, MN\|BOISE, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AKT WEALTH ADVISORS, LP	ALDRICH WEALTH LP	Jul 9, 2008	Jun 19, 2008	-20	Firm change	Other
UBS FINANCIAL SERVICES INC.	AKT WEALTH ADVISORS, LP	Mar 7, 2007	Oct 23, 2007	230	Firm change	Other
PIPER SANDLER & CO.	UBS FINANCIAL SERVICES INC.	Aug 12, 2006	Aug 12, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ALDRICH WEALTH LPRegistered adviserregistration: current employment
Jun 19, 2008 to presentfactForm ADV
→ AKT WEALTH ADVISORS, LPRegistered adviserregistration: previous registration
Oct 23, 2007 to Jul 9, 2008factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 12, 2006 to Mar 7, 2007factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Jun 14, 2004 to Aug 12, 2006factForm ADV

Dated events

No dated event names this entity yet.