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1742 Willamette Falls Dr, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-03 |
Branch Locations
1742 Willamette Falls Dr, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | West Linn | OR | 05/2022 | 05/2024 |
| Key Bank | Oregon City | OR | 04/2016 | 07/2017 |
| Key Bank | King City | OR | 07/2017 | 05/2022 |
| Veridan Wealth Llc | West Linn | OR | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-11 |
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