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Melody Kay Rice

Veridan Wealth

West Linn, OR

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Current Employers
Veridan Wealth

1742 Willamette Falls Dr, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-28
  • OR RA
    APPROVED
    Since 2024-08-28

Branch Locations

1742 Willamette Falls Dr, West Linn, OR 97068 • 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
Ameriprise Financial Services, Inc. Clackamas OR 05/2007 03/2020
Ameriprise Financial Services, Llc West Linn OR 03/2020 05/2024
Veridan Wealth Llc West Linn OR 05/2024 Present
  • 05/2007 → 03/2020
    Ameriprise Financial Services, Inc.
    Clackamas, OR
  • 03/2020 → 05/2024
    Ameriprise Financial Services, Llc
    West Linn, OR
  • 05/2024 → Present
    Veridan Wealth Llc
    West Linn, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-28
S66 Uniform Combined State Law Examination 2007-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-28
  • S66 Uniform Combined State Law Examination
    2007-08-28
Other Names
  • Melody Kay Penner

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
PACIFIC COAST INVESTMENT ADVISORS, LLC
ETESIAN WEALTH ADVISORS, INC.
TWM WEALTH MANAGEMENT CORP
LOOKAHEAD WEALTH LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT MATTHEW MCDONALD
RYAN JOSEPH MURPHY
Benjamin W Wright
Jesse Jonathan Steele
STANLEY CLAYTON LOCHRIE
JACOB CHARLES SCARMINACH
MICHAEL ALLEN RUE
MARIE MAGDALENA TAYLOR

Other Offices

LPL FINANCIAL LLC · WEST LINN, OR
PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR
ETESIAN WEALTH ADVISORS, INC. · West Linn, OR
ETESIAN WEALTH ADVISORS, INC. · WEST LINN, OR
TWM WEALTH MANAGEMENT CORP · WEST LINN, OR
LOOKAHEAD WEALTH LLC · WEST LINN, OR
EDWARD JONES · WEST LINN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · West Linn, OR

More in West Linn, OR

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