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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 |
|---|---|---|---|---|
| Putnam Investments | Andover | MA | 06/2010 | 11/2017 |
| Ameriprise Financial Advisors Inc. | West Linn | OR | 12/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | West Linn | OR | 03/2020 | 05/2024 |
| Veridan Wealth Llc | West Linn | OR | 05/2024 | Present |
Business Ownership; Other; Other; 4160 Horton Road, , West Linn, OR, 97068; Not Investment-Related; 03/17/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Haley; Patrick; Member; 1785 Willamette Falls Drive, , West Linn, OR, 97068; Not Investment-Related; 04/01/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Parkinson's Resources of Oregon; Investment committee member. Meet quarterly with committee and advise on endowment asset allocation.; 8880 SW Nimbus Avenue Suite B, , Beaverton, OR, 97008; Investment-Related; 01/01/2021; 0 during trading hours; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-18 |
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