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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-24 |
| VA | RA | APPROVED | 2019-05-21 |
Branch Locations
Mechanicsville, VA • United States
4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-02 |
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