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Anna Penn Finklestein

Obran Capital Advisors LLC

Boston, MA

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Current Employers
Obran Capital Advisors Llc

Boston, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-30
CO RA APPROVED 2026-06-18
MA RA APPROVED 2024-12-09
CA RA APPROVED 2024-08-16
  • NC RA
    APPROVED
    Since 2026-06-30
  • CO RA
    APPROVED
    Since 2026-06-18
  • MA RA
    APPROVED
    Since 2024-12-09
  • CA RA
    APPROVED
    Since 2024-08-16

Branch Locations

Boston, MA • 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
Reynders, Mcveigh Capital Management Boston MA 08/2022 01/2025
Actblue Somerville MA 08/2019 06/2022
Gann Academy Waltham MA 04/2015 06/2019
Obran Capital Advisors Boston MA 06/2024 08/2024
Obran Capital Advisors Boston MA 08/2024 Present
  • 08/2022 → 01/2025
    Reynders, Mcveigh Capital Management
    Boston, MA
  • 08/2019 → 06/2022
    Actblue
    Somerville, MA
  • 04/2015 → 06/2019
    Gann Academy
    Waltham, MA
  • 06/2024 → 08/2024
    Obran Capital Advisors
    Boston, MA
  • 08/2024 → Present
    Obran Capital Advisors
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04

View on SEC IAPD

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