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Scott Allan Theodorson

Vergepointe Wealth Management, LLC

Lake Oswego, OR

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Current Employers
Vergepointe Wealth Management, Llc

15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
OR RA APPROVED 2019-04-22
  • TX RA
    APPROVED
    Since 2026-01-07
  • OR RA
    APPROVED
    Since 2019-04-22

Branch Locations

15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR 97035 • 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. Vancouver WA 09/2005 03/2019
Vergepointe Wealth Management, Llc Lake Oswego OR 04/2019 Present
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE REPRESENTATIVE; LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES; HOURS VARY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-09-03
  • S63 Uniform Securities Agent State Law Examination
    1991-09-03
Designations

View on SEC IAPD

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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