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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-18 |
| NC | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2025-09-17 |
| MA | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vmware | Austin | TX | 08/2016 | 05/2019 |
| National Instruments | Austin | TX | 05/2019 | 08/2022 |
| Linevision | Austin | TX | 08/2022 | 12/2023 |
| Reimagine Wealth Llc | Austin | TX | 01/2024 | Present |
| Saltbox Financial Llc | Amesbury | MA | 04/2024 | 12/2025 |
| Obran Capital Advisors Llc | Boston | MA | 10/2024 | 03/2025 |
| Obran Capital Advisors Llc | Boston | MA | 03/2025 | Present |
| Obran Financial Services Llc | Baltimore | MD | 06/2024 | 10/2024 |
Jordyn Middlebrooks is currently the proprietor of Reimagine Wealth LLC, a Texas based financial coaching and consulting business. She has held this role since starting the business in January 2024. Jordyn's work through Reimagine Wealth is compensated on a project basis and is non-investment related. It accounts for approximately 40 hours of Jordyn's time per month, primarily during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
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