William Scott Coleman

Employer firm

Olive Branch Capital, LLC CRD 302094

$140M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Olive Branch Capital, Llc

Olive Branch, MS • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-11-17
TN	RA	APPROVED	2025-11-17
TX	RA	APPROVED_RES	2020-09-11
LA	RA	APPROVED	2020-08-31

MS RA
APPROVED

Since 2025-11-17
TN RA
APPROVED

Since 2025-11-17
TX RA
APPROVED_RES

Since 2020-09-11
LA RA
APPROVED

Since 2020-08-31

Branch Locations

Olive Branch, MS • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Olive Branch	MS	05/2009	08/2019
Olive Branch Capital, Llc	Olive Branch	MS	08/2019	Present

05/2009 → 08/2019

Wells Fargo Advisors Financial Network Llc

Olive Branch, MS
08/2019 → Present

Olive Branch Capital, Llc

Olive Branch, MS

Previous Registrations

2002-09-17 → 2019-08-23

Wells Fargo Advisors Financial Network, Llc

Olive Branch, MS

Other Businesses

AUTHOR OF BOOK: "BEST WHEN BROKEN", NOT INV RELATED, START: 2008, 0 HOURS PER MONTH, DUTIES: RECEIVE ROYALTIES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-29
S63	Uniform Securities Agent State Law Examination	1985-07-23

S65 Uniform Investment Adviser Law Examination

1999-12-29
S63 Uniform Securities Agent State Law Examination

1985-07-23

Other Names

Scott Coleman

View on SEC IAPD