Kyle Philip German

Current Employers

Employment History

• 10/2002 → Present
  New York Life Insurance Company
  Bethesda, MD
• 04/2009 → Present
  Harbor Financial Group
  Columbia, MD
• 05/2016 → Present
  Neely German Financial Services, Llc
  Annapolis, MD

Previous Registrations

• 2000-01-01 → 2002-07-23
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Other Businesses

[I WILL BE APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER THE DBA HARBOR FINANCIAL GROUP; start date 04/2009] [OPERATING UNDER THE DBA NAME OF NEELY GERMAN FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; ANNAPOLIS, MD; START DATE: 05/2016] [Board of Trustees for the Hammond-Harwood House; It is an antique house which offers tours of it's collections of antique furniture and paintings.; 19 Maryland Ave Annapolis, MD 21401; Start Date 03/2017; Role/Title: Officer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; Serve on the Board of Trustees and help with their various activities and raise awareness of the organization; treasurer on 01/2019] [Coastal Conservation Association "CCA"; The purpose of Coastal Conservation Association Maryland is to advise and educate the public on the conservation of our marine resources; PO Box 309 Annapolis, MD 21401; Start Date 09/2018; Role/Title: Officer/ Treasurer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [KAPG Holdings, LLC; My wife and I formed an LLC and we bought a commercial space. I am currently renting the space for my primary office from the LLC; 100 Cathedral St Unit 1 Annapolis, MD 21401; Start Date 06/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][The Annapolitan Club ; Social Club ; 1 Franklin St Annapolis MD 21401 ; Start Date 06/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; meet once per month to plan events.][One Hundred Cathedral Street Condominium Council, Inc; I'm not sure if this is technically a for-profit or non-profit. I own my business office-space and it is part of 8 separate "condo" units. Each one owned separately. I was asked to go on the committee to help as secretary. I won't deal w/money; 100 Cathedral St Annapolis, MD 21401; Start Date 10/2025; Role/Title: Officer; Not Investment Related; .5 hours per month; 0 hours per month during securities trading hours; take notes at meetings]

Exams

• S66 Uniform Combined State Law Examination
  1999-12-13