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KS

Keva M. Sturdevant

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CRD#: 2199976
KS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Keva Marie Sturdevant was a registered financial professional .

Keva is a previously registered financial professional and started their career in finance in 2002. Keva had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 15, 2010 - March 28, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
RESTON, VA
Past

April 7, 2010 - March 28, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
RESTON, VA
Past

April 6, 2010 - March 28, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
RESTON, VA
Past

June 1, 2009 - August 14, 2009

MORGAN STANLEY

RIA
CRD#: 149777
WASHINGTON, DC
Past

June 1, 2009 - August 14, 2009

MORGAN STANLEY

BD
CRD#: 149777
WASHINGTON, DC
Past

October 10, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WASHINGTON, DC
Past

May 23, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WASHINGTON, DC
Past

January 9, 2004 - May 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

January 9, 2004 - May 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WASHINGTON, DC
Past

September 30, 2002 - January 15, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
MCLEAN, VA
Past

March 8, 2002 - January 15, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/30/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
AMERIVEST INVESTMENT MANAGEMENT, LLC | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | PFN INVESTMENT MANAGEMENT LLC

CRD#: 111514 / SEC#: 801-55501

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Contact information


Main Address
200 South 108th Avenue, Omaha, NE 68154
Mailing Address
200 South 108th Avenue, Omaha, NE 68154
Phone number
(800) 669-3900
Established
Firm type
Fiscal year end
# of Employees
20

Documents


Latest Form ADV

Part 2 Brochures

MARCH 2023 (3/31/2023)

Regulatory assets under management


Total Number of Accounts101,875
AUM (Assets Under Management)$ 15,827,987,428

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/17/2023
Cover Page
12/22/2021

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CRD#: 111514

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