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Leah Megan Beattie

Veris Wealth Partners, LLC

Portsmouth, NH

Oakland, CA

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Current Employers
Veris Wealth Partners, Llc

1111 Broadway Suite 300, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2008-08-15
  • NH RA
    APPROVED
    Since 2008-08-15

Branch Locations

1 Cate Street, 4Th Floor, Portsmouth, NH 03801 • United States

1111 Broadway Suite 300, Oakland, CA 94607 • 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
A. G. Edwards & Sons, Inc. Portsmouth NH 11/2006 Present
Veris Wealth Partners, Llc Portsmouth NH 09/2007 Present
Previous Registrations
  • 2006-11-09 → 2007-09-20
    A. G. Edwards & Sons, Inc.
    Portsmouth, NH
  • 2004-11-25 → 2005-08-31
    Waddell & Reed
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-24
S63 Uniform Securities Agent State Law Examination 2004-11-08
  • S65 Uniform Investment Adviser Law Examination
    2004-11-24
  • S63 Uniform Securities Agent State Law Examination
    2004-11-08
Other Names
  • Leah Megan Prokop

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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