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Leo Wilens Freeman
Rachel Lyn Freeman, Rachel Lyn Wilens
CRD#: 6683309
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Investment Adviser
OBRAN CAPITAL ADVISORS LLCCRD#: 325454 Berkeley, CA
Registration History
2017201820192020202120222023202420252026IAOBRAN CAPITAL ADVISORS LLC (CRD# 325454)2024 - Present (1 year)IAADASINA SOCIAL CAPITAL (CRD# 151411)2020 - 2021 (1 year)IASMART INVESTOR, LLC (CRD# 116587)2017 - 2019 (1 year)
License(s)

State Registrations

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California 2/20/2024

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Massachusetts 1/2/2024

Current Registration(s)
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OBRAN CAPITAL ADVISORS LLC (CRD#:325454)
Berkeley, CA
Registered with this firm since 1/2/2024

Previous Registration(s)
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02/07/2020 - 10/21/2021 ADASINA SOCIAL CAPITAL (CRD#:151411) SAN FRANCISCO, CA
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12/16/2017 - 11/06/2019 SMART INVESTOR, LLC (CRD#:116587) ROSEVILLE, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.