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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-24
VA RA APPROVED 2019-05-21
  • TX RA
    APPROVED
    Since 2019-07-24
  • VA RA
    APPROVED
    Since 2019-05-21

Branch Locations

Mechanicsville, VA • United States

4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Capitol Securities Management, Inc. Glen Allen VA 06/2018 05/2019
Keiter, Cpa Richmond VA 01/2018 04/2018
Middletown Valley Bank Middletown MD 06/2017 08/2017
Randolph-Macon College Ashland VA 08/2014 06/2018
Cvloa - Us Lacrosse Richmond Chapter Richmond VA 02/2019 Present
Ameriprise Financial Services, Inc Glen Allen VA 05/2019 03/2020
Ameriprise Financial Services, Llc Glen Allen VA 03/2020 Present
  • 06/2018 → 05/2019
    Capitol Securities Management, Inc.
    Glen Allen, VA
  • 01/2018 → 04/2018
    Keiter, Cpa
    Richmond, VA
  • 06/2017 → 08/2017
    Middletown Valley Bank
    Middletown, MD
  • 08/2014 → 06/2018
    Randolph-Macon College
    Ashland, VA
  • 02/2019 → Present
    Cvloa - Us Lacrosse Richmond Chapter
    Richmond, VA
  • 05/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Glen Allen, VA
  • 03/2020 → Present
    Glen Allen, VA
Other Businesses

Business Ownership; Tegrity LLC; Co-owner; Manage Ameriprise Business; 4801 Cox Rd, Ste 202, Glen Allen, VA, 23060; Investment-Related; 01/20/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Kasch, Levitch, McAleer & Associates; Co-owner; Manage Ameriprise Business; 4801 Cox Rd, Ste 202, Glen Allen, VA, 23060; Investment-Related; 01/20/2025; 60 hours per month; 60 during trading hours. Board of Directors; Phi Alpha Housing Corporation; Treasurer; 1804 Glenthorne Rd, , Richmond, VA, 23222; Not Investment-Related; 10/30/2022; 1 to 9 hours per month; 0 during trading hours / Financial Planning Association - Central Virginia Chapter; Membership Chair; 1804 Glenthorne Rd, , Richmond, VA, 23222; Not Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-02
  • S66 Uniform Combined State Law Examination
    2019-04-02
Other Names
  • Kyle Geblein
  • Kyle Edward Geblein

View on SEC IAPD

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