Inactive

Jeffrey Robert Serra

Obra Capital Management, LLC.

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Current Employers

Obra Capital Management, Llc.

437 Madison Ave. 26Th Floor, New York, NY 10022 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-05-26

TX RA
APPROVED

Since 2014-05-26

Branch Locations

835 W. 6Th Street Suite 1400, Austin, TX 78703 • 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
Obra Capital	Austin	TX	07/2009	Present
Ovation Partners, Lp	Austin	TX	07/2012	Present

07/2009 → Present

Obra Capital

Austin, TX
07/2012 → Present

Ovation Partners, Lp

Austin, TX

Previous Registrations

2015-07-07 → 2023-11-28

Ovation Partners, Lp

San Antonio, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-05-25

S65 Uniform Investment Adviser Law Examination

2014-05-25

Other Names

Jeffrey Serra

View on SEC IAPD

Other Firms

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EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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