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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-07 |
| VT | RA | APPROVED | 2024-11-19 |
| MD | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED_RES | 2022-08-16 |
| CO | RA | APPROVED | 2022-06-16 |
| NY | RA | APPROVED | 2021-03-20 |
| FL | RA | APPROVED | 2020-04-14 |
| NJ | RA | APPROVED | 2019-09-09 |
| NH | RA | APPROVED | 2019-08-09 |
| NC | RA | APPROVED | 2017-11-16 |
| CA | RA | APPROVED | 2015-11-13 |
| PA | RA | APPROVED | 2015-11-13 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
119 West Packer Ave Suite #3, Sayre, PA 18840 • United States
1418 Main St, Peckville, PA 18452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 02/2014 | Present |
| Aj Freedom Financial, Inc. | Athen | PA | 06/2015 | 12/2017 |
| Freedom Financial Insurance, Llc Dba Aj Freedom Financial | Towanda | PA | 01/2018 | 06/2023 |
| Freedom Financial Tax, Llc | Sayre | PA | 01/2018 | Present |
| Freedom Financial Insurance, Llc | Sayre | PA | 06/2023 | Present |
| Freedom Wealth Management, Llc Dba Aj Freedom Financial | Sayre | PA | 06/2023 | Present |
1) FREEDOM FINANCIAL TAX, LLC; NONINVT REL; 119 W PACKER AVE, STE 3, SAYRE, PA 18840; 142 SOUTH MAIN AVE, SCRANTON, PA 18504; TAX PREPARATION; MANAGING MEMBER; START 01/2018; 6 HOURS PER MONTH; 6 HOURS DURING SECURITIES TRADING HOURS; TAX PREPARATION AND TAX PLANNING. 2) FREEDOM FINANCIAL INSURANCE, LLC; INVT REL; 119 W PACKER AVE, STE 3, SAYRE, PA 18840; 142 SOUTH MAIN AVE, SCRANTON, PA 18504; INSURANCE; MANAGING MEMBER; START 06/2023; 100 HOURS PER MONTH; 100 HOURS DURING SECURITIES TRADING HOURS; DBA NAME FOR INSURANCE. 3) JOSHUA FALLENSTEIN; INVT REL; 208 LONGWAY ST, ATHENS, PA 18810; REAL ESTATE; OWNER; START 07/2021; 2 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; COLLECT RENT AND MAINTAIN PROPERTY. 4) FREEDOM WEALTH MANAGEMENT DBA AJ FREEDOM FINANCIAL; INVT REL; 119 W PACKER AVE, STE 3, SAYRE, PA 18840; 142 SOUTH MAIN AVE, SCRANTON, PA 18504; SECURITIES AND ADVISORY BUSINESS; MANAGING MEMBER; START 06/2023; 100 HOURS PER MONTH; 100 HOURS DURING SECURITIES TRADING HOURS; DBA NAME FOR SECURITIES AND ADVISORY BUSINESS. 5) BNI - LEADERSHIP; NONINVT REL; 119 W PACKER AVE, STE 3, SAYRE, PA 18840; MEMBER OF MEMBERSHIP COMMITTEE; START 05/24; 2 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; DISCUSS GROUP HEALTH/LIFE INSURANCE AND APPROVE NEW MEMBERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-26 |
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