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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-01 |
Branch Locations
2256 Nw 164Th St Suite 2, Edmond, OK 73013 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freeman Financial Group | Oklahoma City | OK | 03/2008 | 12/2023 |
| Olive Branch Wealth Management, Llc | Edmond | OK | 10/2022 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2025 | Present |
1. Olive Branch Wealth Management, LLC | Investment Related | 2256 NW 164th St, Suite 2, Edmond, OK 73013 | Financial Planning | Owner | Investment Advisor Representative | 10/2022 | 160hrs/mo | 160hrs/mo during trading | Advisory and Insurance services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
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