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Jacob R O'BRien

O'BRien Capital Advisors, LLC

Sapulpa, OK

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Current Employers
O'BRien Capital Advisors, Llc

18 E Lee Ave., Sapulpa, OK 74066 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2018-10-02
  • OK RA
    APPROVED
    Since 2018-10-02

Branch Locations

18 E Lee Ave., Sapulpa, OK 74066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carl P. O'BRien Cpa Sapulpa OK 01/2016 01/2022
O'BRien Capital Advisors, Llc Sapulpa OK 04/2016 Present
O'BRien Tax Service Llc Sapulpa OK 01/2022 Present
  • 01/2016 → 01/2022
    Carl P. O'BRien Cpa
    Sapulpa, OK
  • 04/2016 → Present
    Sapulpa, OK
  • 01/2022 → Present
    O'BRien Tax Service Llc
    Sapulpa, OK
Previous Registrations
Other Businesses

1.) O'Brien Tax Service LLC, Not-investment related, 18 E Lee Ave Sapulpa, OK 74066, Tax Services, 01/2022, 80 hours per month, 80 hours per month 2.) Southpaw Properties LLC; Not investment related; 18 E Lee Ave, Sapulpa OK 74066; Managing Member; Commercial Real Estate Rental; 2 hours per month; 2 hour during trading hours; Commerical Real Estate Rental 3.) Kiwanis Club of Sapulpa; Not investment related; Sapulpa OK 74067;Board Member; 1 hour per week during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-26
  • S65 Uniform Investment Adviser Law Examination
    2016-05-26
Other Names
  • Jake O'BRien

View on SEC IAPD

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