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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-03-07 |
Branch Locations
200 Westgate Cir Ste 400, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric Keitz, Cpa | Annapolis | MD | 06/1986 | 11/2020 |
| Severn Bank Corporation | Annapolis | MD | 08/2017 | 12/2019 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 11/2020 | Present |
Business Ownership; ERIC KEITZ CPA PA; CPA, TAX RELATED; Tax Preparation; 928 CHILDS POINT ROAD, , ANNAPOLIS, MD, 21401; Investment-Related; 06/01/1986; 40 to 59 hours per month; 60 during trading hours / SUNRISE CAPITAL EQUITY AND OPTION CORP; CEO; INVESTMENT HOLDING COMPANY; 118 TIGER WOODS PLACE, , NEW BERN, NC, 20856; Investment-Related; 06/01/1988; 60 hours per month; 40 to 59 during trading hours / Non Profit Solutions, Inc.; Owner; Consulting; PO BOX 934, , ANNAPOLIS, MD, 21404; Not Investment-Related; 01/15/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; ANNAPOLIS YACHT CLUB; AUDIT COMMITTEE CHAIRMAN; COMPROMISE STREET, , ANNAPOLIS, MD, 21401; Not Investment-Related; 10/31/2018; 1 to 9 hours per month; 1 to 9 during trading hours / ANNAPOLIS COMMUNITY FOUNDATION; FINANCE COMMITTEE CHAIR; PO BOX 5736, , ANNAPOLIS, MD, 21403; Not Investment-Related; 01/01/2017; 10 to 19 hours per month; 0 during trading hours / AACC FOUNDATION; FINANCE COMMITTEE CHAIR; 101 CAMPUS DRIVE, , ARNOLD, MD, 21012; Investment-Related; 04/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Real Estate License; Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
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