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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| VA | RA | APPROVED | 1995-06-16 |
Branch Locations
4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States
Richmond, 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 |
Business Ownership; Kasch Levitch McAleer & Associates; ; LLC with 2 other advisors for expense sharing; 4801 Cox Road, Suite 112Glen Allen, VA 23060, ,; ; ; 1 to 9 hours per month; / MCALEER, LLC; operate financial planning practice; Consulting; 4801 Cox Rd., , Glen Allen VA, VA, 23060; Investment-Related; 02/01/2023; 40 to 59 hours per month; 60 during trading hours / Tegrity LLC; Owner; this will own the equity of my practice and nothing else.; 4801 Cox Road, , Glen Allen, VA, 22060; Investment-Related; 12/28/2024; 0 hours per month; 0 during trading hours. Outside Employment; McAleer, 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, , Glen Allen, VA, 23060; Investment-Related; 06/17/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-19 |
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