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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-15 |
Branch Locations
1508 E Three Notch St., Ste. A, Andalusia, AL 36420-3408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 11/2024 |
| Ameriprise Financial Services, Llc | Andalusia | AL | 11/2024 | Present |
Business Ownership; Three Notch Wealth Managment, LLC; Owner; Manage Ameriprise Business; 1508 East Three Notch Street, Suite A, Andalusia, AL, 36420; Investment-Related; 11/15/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Kinston Schools Foundation; President; 201 College St, , Kinston, AL, 36453; Not Investment-Related; 11/27/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Kiwanis Foundation Board; Board member; 20096 Kiwanis Dr, , Andalusia, AL, 36420; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Three Notch Wealth Management, LLC (1); Owner; Manage advisory business; 1508 East Three Notch Street, Suite A, Andalusia, AL, 36420; Investment-Related; 11/15/2024; 40 to 59 hours per month; 40 to 59 during trading hours / Covington County Schools; I will be assisting the head football and basketball coaches with practice and game planning for the upcoming seasons.; Assistant Coach. I will be volunteering at Pleasant Home School as an assistant football and basketball coach.; 12548 Falco Rd, , Andalusia, AL, 36420; Not Investment-Related; 06/01/2026; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Andalusia Civitan; I will be a member at large for the Andalusia Civitan Club for the upcoming year.; 1708 Cedar Rd, , Andalusia, AL, 36421; Not Investment-Related; 03/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-22 |
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