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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1990-09-04 |
Branch Locations
4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States
Richmond, VA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Glen Allen | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Glen Allen | VA | 03/2020 | Present |
Business Ownership; Kasch, Levitch, McAleer & Assoc.; ; It's the LLC my partners and I use to pay ourself a salary and pay our business expenses.; 4801 Cox Road, Suite 112Glen Allen, VA 23060, ,; ; ; 1 to 9 hours per month; / RSTK, LLC; Operate financial planning practice; Consulting; 4801 Cox Road, , Glen Allen, VA, 23060; Investment-Related; 02/01/2023; 60 hours per month; 60 during trading hours. Board of Directors; The Rita Patricia Ball Foundation; Board Memeber; 110 Centre Ave.Newtown, PA 18940, ,; ; 05/01/2017; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee. Outside Employment; RSTK, LLC; President - Operate financial planning practice; ; 4801 Cox Road, , Glen Allen, VA, 23060; Investment-Related; 02/01/2023; 60 hours per month; 60 during trading hours / Kasch, Levitch, McAleer & Associates; Co-owner; Manage advisory business; 4801 Cox Road, Suite 202, , Glen Allen, VA, 23060; Not Investment-Related; 06/12/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 1990-08-17 |
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