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RIA / WealthAdvisor21 years in industry

ERIK KRISTOPHER STRONG

Advisor at ALDRICH WEALTH LP

CARLSBAD, CA | LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:ce639e71-abed-d149-dbf8-5812cf845376

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2007 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: Nov 27, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 27, 2004
First registration: Apr 17, 2007
Dual registered: no
IAPD individual key: 4842093

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	Feb 18, 2021	n/a	yes	LAKE OSWEGO, OR\|CARLSBAD, CA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 12, 2013	Dec 31, 2020	no	BELLEVUE, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 12, 2013	Jan 11, 2021	no	Bellevue, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 17, 2007	Sep 5, 2013	no	Seattle, WA	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
TD AMERITRADE, INC.	ALDRICH WEALTH LP	Jan 11, 2021	Feb 18, 2021	38	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Sep 12, 2013	-2,667	Bulk transfer	Other
CHARLES SCHWAB & CO., INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 5, 2013	Sep 12, 2013	7	Firm change	Other

Relationships

Registered with (4)

→ ALDRICH WEALTH LPRegistered adviserregistration: current employment
Feb 18, 2021 to presentfactForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 12, 2013 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 12, 2013 to Dec 31, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 17, 2007 to Sep 5, 2013factForm ADV

Dated events

No dated event names this entity yet.