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1742 Willamette Falls Dr, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-04 |
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, Inc. | Walnut Creek | CA | 06/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | West Linn | OR | 03/2020 | 05/2024 |
| Veridan Wealth Llc | West Linn | OR | 05/2024 | Present |
Real Estate Ownership; Single Family; 9206 N Tioga AVe, , Portland, OR, 97203; Investment-Related; 11/01/2021 / Single Family; 414 NW 22 Ave, , Portland, OR, 97210; Not Investment-Related; 10/01/2022. Business Ownership; Owner; Other; 1742 Willamette Falls Dr, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours / Co-owner; Manage Ameriprise Business; 1742 Willamette Falls DR, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-25 |
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