Rachel Joyce Robasciotti

Current Employers

Employment History

• 07/2004 → Present
  Robasciotti & Associates, Inc. Dba Adasina Social Capital
  San Francisco, CA

Previous Registrations

• 2005-03-28 → 2009-12-31
  Cambridge Investment Research Advisors, Inc.
  San Francisco, CA
• 2004-08-03 → 2005-03-28
  Cambridge Investment Research, Inc.
  San Francisco, CA
• 2002-08-29 → 2004-07-21
  Msi Financial Services, Inc.
  Lafayette, CA

Other Businesses

Philipson Business Properties LP, (Ultra-Goop, Inc.) Title: Board Member Nature of Business: Philipson Business Properties is a privately held real estate partnership. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Tara Health Foundation Title: Board Chair Nature of Business: Tara Health Foundation is a foundation that aims to improve the health and well-being of women and girls in the U.S. through the creative use of philanthropic capital. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Just Economy Institute Title: Advisor Nature of Business: The Just Economy Institute educates, supports, and connects financial activists who are shifting the flow of capital and power to solve social and environmental problems. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Freedom Economy Business Association - Investment Related Board Secretary C T CORPORATION SYSTEM 1015 15th St NW, Suite 1000, Washington, District of Columbia 20005 he Freedom Economy Business Association enables investors to boldly pursue justice and sustainability with effective legal support. Director and Board Member. 2/8/24 - Present Devotes 10 hours per month, none during trading. Robert Wood Johnson Foundation Truth, Repair, Transformation (RWJF TRT) Wisdom Council Investment-related - Yes Address: 50 College Road East, Princeton, NJ 08540-6614 Nature of the other business: Foundation Position: Truth, Repair, Transformation Wisdom Council Member Title: Council Member Start date: 2/24/2025 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties: The Wisdom Council will help review themes and findings identified by our historian and TRT staff workgroups, and inform the design of Public Listening Sessions to engage with partners and communities impacted by identified themes. The Council will provide recommendations based on what we learn in our historical research and community sessions, that will in turn shape how the Foundation engages in repair and transformation in the years to come. Liyria Consulting LLC 1080 Jones Street Apt. 246 Berkeley, CA 94710 Nature: general business consulting Duties: general consulting services to nonprofit mission-aligned organizations, Title: Owner Hours: 2/month, none during trading Start:10/1/2025 Kinflow Nature: Coaching and consulting services Start: 10/27/2025 5 hours/month, none during trading Title: Steward Duties: Advise Kinflow team on product strategy Clarion Call Capital Investment Related: Yes Nature of the Business: Registered Investment Advisor Title: Investment Committee Member Address: 228 Park Avenue South, Suite 269331, New York, NY 10003 Start date: 1/12/26 Hours per month: 4, none during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-07-31

Other Names

• Rachel Joyce Smith
• Rachel Joyce Brunnasciotti