Erik F. Lawrence

TENBRIDGE PARTNERS LLC

PORTLAND, OR 97205

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CRD#: 4565203

Professional summary

Erik Fw Lawrence, CFP®, who also goes by Erik Lawrence, is a registered financial advisor currently at TENBRIDGE PARTNERS LLC located in Portland, Oregon.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Erik has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erik Lawrence

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) TEAM TOGETHER.; NOT INVESTMENT RELATED; PORTLAND, OR; CHARITABLE ORGANIZATION; BOARD CHAIR; START DATE: 4/2015; 2 HRS/MO, 0 HRS/MO DURING TRADING; NO COMPENSATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Fw Lawrence's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

December 16, 2011 - Present

TENBRIDGE PARTNERS LLC

Office #1: 806 Sw Broadway, Suite 800, Portland, OR 97205

RIA

CRD#: 159378

PORTLAND, OR

Past

January 5, 2016 - December 31, 2016

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

January 14, 2014 - September 19, 2014

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

March 20, 2012 - April 12, 2012

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

March 16, 2012 - December 31, 2016

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

February 7, 2011 - March 16, 2012

PAULSON INVESTMENT COMPANY LLC

RIA

CRD#: 5670

PORTLAND, OR

Past

February 7, 2011 - March 16, 2012

PAULSON INVESTMENT COMPANY LLC

CRD#: 5670

PORTLAND, OR

Past

November 9, 2009 - February 11, 2011

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PORTLAND, OR

Past

October 16, 2002 - February 11, 2011

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TENBRIDGE PARTNERS LLC

CRD#: 159378 / SEC#: 801-132129

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

California

Registered Investment Advisory firm - (5/26/2018 Terminated)

Oregon

Registered Investment Advisory firm - (9/6/2022 Approved)

Texas

Registered Investment Advisory firm - (4/26/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/3/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(12/16/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2002

General Securities Representative Examination

Current Firm

TENBRIDGE PARTNERS LLC

CRD#: 159378 / SEC#: 801-132129

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

California

Registered Investment Advisory firm - (5/26/2018 Terminated)

Oregon

Registered Investment Advisory firm - (9/6/2022 Approved)

Texas

Registered Investment Advisory firm - (4/26/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/3/2018 Terminated)

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Contact information

Main Address

806 Sw Broadway, Suite 800, Portland, OR 97205

Mailing Address

Phone number

(971) 277-1077

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TENBRIDGE PARTNERS ADV PART 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts	558
AUM (Assets Under Management)	$ 103,291,519

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Erik F. Lawrence

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Fw Lawrence's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

PAULSON INVESTMENT COMPANY LLC

PAULSON INVESTMENT COMPANY LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

TENBRIDGE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2002

SIE

Date: 12/31/2016

Series 7

Date: 10/1/2002

Current Firm

TENBRIDGE PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TENBRIDGE PARTNERS LLC

TRUST BUT VERIFY

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