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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-16 |
| VA | RA | APPROVED | 1991-12-04 |
Branch Locations
4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
Real Estate Ownership; Single Family; 3923 Va Dare Trail, Nag Head NC- family owned beach cottage., ,; ; 03/01/2013. Business Ownership; Kasch Levitch McAleer and Assoc LLC; ; LLC thru which I run my payroll and office expenses; 4801 Cox Road, Suite 112Glen Allen VA 23060, ,; ; ; 1 to 9 hours per month; . Outside Employment; LDL, LLC; President - operate financial planning practice; ; 4801 Cox Road, , Glen Allen, VA, 23113; Investment-Related; 02/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 1991-11-12 |
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