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Advisor at VERIDAN WEALTH
WEST LINN, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VERIDAN WEALTH | Independent wealth | Jun 4, 2024 | n/a | yes | WEST LINN, OR | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 28, 2003 | Jun 4, 2024 | no | CLACKAMAS, OR|WEST LINN, OR|WALNUT CREEK, CA|WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | VERIDAN WEALTH | Jun 4, 2024 | Jun 4, 2024 | 0 | Firm change | Ibd to new firm |