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Inactive

Stephanie Anne Smith

Keudell Morrison Wealth Management, LLC

Salem, OR

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Current Employers
Keudell Morrison Wealth Management, Llc

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-22
OR RA APPROVED 2024-07-22
LA RA APPROVED 2018-04-09
TX RA APPROVED 2018-04-06
WA RA APPROVED 2018-04-06
  • CA RA
    APPROVED
    Since 2024-07-22
  • OR RA
    APPROVED
    Since 2024-07-22
  • LA RA
    APPROVED
    Since 2018-04-09
  • TX RA
    APPROVED
    Since 2018-04-06
  • WA RA
    APPROVED
    Since 2018-04-06

Branch Locations

235 Front St. Se Suite 300, Salem, OR 97301 • 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
Wells Fargo Advisors Financial Network, Llc Salem OR 08/2013 04/2018
Keudell Morrison Wealth Management Salem OR 04/2018 12/2023
Wells Fargo Advisors Financial Network, Llc Salem OR 01/2015 04/2018
Keudell Morrison Wealth Management, Llc Salem OR 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-05
  • S66 Uniform Combined State Law Examination
    2014-06-05
Other Names
  • Stephanie A Keudell

View on SEC IAPD

Other Firms

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EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR
U.S. BANCORP ADVISORS, LLC · Salem, OR

More in Salem, OR

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