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Joseph Dale Ridinger

Ridinger Wealth Management, LLC

Vancouver, WA

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Current Employers
Ridinger Wealth Management, Llc

201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-09-12
ID RA APPROVED 2022-09-07
OR RA APPROVED 2022-08-30
WA RA APPROVED 2022-08-29
TX RA APPROVED_RES 2022-04-28
  • LA RA
    APPROVED
    Since 2022-09-12
  • ID RA
    APPROVED
    Since 2022-09-07
  • OR RA
    APPROVED
    Since 2022-08-30
  • WA RA
    APPROVED
    Since 2022-08-29
  • TX RA
    APPROVED_RES
    Since 2022-04-28

Branch Locations

201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684 • 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
Fulcrum Wealth Management Llc Kennewick WA 01/2014 01/2018
Concierge Private Wealth Management, Llc Vancouver WA 03/2018 07/2022
Ridinger Wealth Management, Llc Vancouver WA 03/2022 Present
  • 01/2014 → 01/2018
    Fulcrum Wealth Management Llc
    Kennewick, WA
  • 03/2018 → 07/2022
    Concierge Private Wealth Management, Llc
    Vancouver, WA
  • 03/2022 → Present
    Vancouver, WA
Previous Registrations
  • 2018-03-12 → 2023-02-24
    Concierge Private Wealth Management, Llc
    Kennewick, WA
    Meridian, ID
    Vancouver, WA
    Vancouver, WA
  • 2006-06-05 → 2018-01-12
    Kennewick, WA
    Vancouver, WA
    Vancouver, WA
Other Businesses

(1) Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. (2) Independent insurance agent, since 3/2006, not investment related, about 10 hours per month; about 2 hours per month during securities trading hours. (3) Joseph D Ridinger is a Co-Owner of Crescent Legacy Holdings, LLC, a company that distributes construction and building related products. He spends approximately 2 hours per month on this business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-02
  • S66 Uniform Combined State Law Examination
    2006-06-02
Other Names
  • Joe Ridinger

View on SEC IAPD

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