Inactive

Hendrix Rose Berry

Obran Capital Advisors LLC

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Current Employers

Obran Capital Advisors Llc

Boston, MA • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-18
LA	RA	APPROVED	2026-05-11
NC	RA	APPROVED	2026-05-05
TX	RA	APPROVED	2025-09-17
CA	RA	APPROVED	2024-02-20
MA	RA	APPROVED	2023-08-29

CO RA
APPROVED

Since 2026-06-18
LA RA
APPROVED

Since 2026-05-11
NC RA
APPROVED

Since 2026-05-05
TX RA
APPROVED

Since 2025-09-17
CA RA
APPROVED

Since 2024-02-20
MA RA
APPROVED

Since 2023-08-29

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

Organization	City	State	From	To
Jamaica Plain Neighborhood Development Corporation	Jamaica Plain	MA	02/2015	09/2016
Boston Ujima Project	Boston	MA	01/2018	07/2018
Balanced Rock Investment Advisors Llc	Boston	MA	08/2016	08/2022
Obran Cooperative Lca	Baltimore	MD	10/2022	09/2023
Obran Capital Advisors Llc	Boston	MA	02/2023	Present

02/2015 → 09/2016

Jamaica Plain Neighborhood Development Corporation

Jamaica Plain, MA
01/2018 → 07/2018

Boston Ujima Project

Boston, MA
08/2016 → 08/2022

Balanced Rock Investment Advisors Llc

Boston, MA
10/2022 → 09/2023

Obran Cooperative Lca

Baltimore, MD
02/2023 → Present

Obran Capital Advisors Llc

Boston, MA

Previous Registrations

2016-10-18 → 2022-08-30

Balanced Rock Investment Advisors

Roslindale, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-05

S65 Uniform Investment Adviser Law Examination

2016-10-05

Designations

Other Names

Henrix Rose Berry

View on SEC IAPD

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