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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-03-07
  • MD RA
    APPROVED
    Since 2023-03-07

Branch Locations

200 Westgate Cir Ste 400, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/1986 → 11/2020
    Eric Keitz, Cpa
    Annapolis, MD
  • 08/2017 → 12/2019
    Severn Bank Corporation
    Annapolis, MD
  • 11/2020 → Present
    Annapolis, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-02
  • S66 Uniform Combined State Law Examination
    2023-03-02
Other Names
  • Eric Keitz

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