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Laura Oradan

CRD# 4944397·Registered 2005 - 2020
Previously Registered: Being a previously registered professional could mean that Laura is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Laura Oradan was a registered financial advisor. Laura was a previously registered financial professional and started their career in finance 2005 - 2020. Laura had worked at 4 firms and has passed the Series 63, Series 82TO, Series 7 and Series 27 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

I5EQUITY·CRD# 298949
BD
San Francisco, CA
June 25, 2020 - November 17, 2020
SERIESONE SECURITIES, LLC·CRD# 297799
BD
Miami, FL
July 31, 2019 - September 21, 2021
ALLY INVEST SECURITIES LLC·CRD# 136131
BD
Charlotte, NC
September 13, 2006 - November 6, 2007
VALMARK SECURITIES, INC.·CRD# 31243
BD
Akron, OH
June 21, 2005 - April 6, 2006

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Current Firm

I5
I5EQUITY

GOLOMB SOLETI CAPITAL | I5EQUITY

CRD#: 298949 / SEC#: 8-70216
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

1700 Montgomery Street Suite 108, San Francisco, CA 94111

Mailing Address

1700 Montgomery St Suite 108, San Francisco, CA 94111

Phone Number

(650) 732-2223

Established

California since 06/22/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
I5GROWTH, INCSHAREHOLDER—
EFREM, KATHY KHATINAFINOP3248100
SOLETI, GIOVANNI MARCELLINOCEO/CCO6109434

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2006About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Oct 2019About the Series 82TO exam

Series 7 — General Securities Representative Examination

Passed Jun 2005About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2019About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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