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856 Allegheny River Blvd, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-19 |
| PA | RA | APPROVED | 2004-01-20 |
Branch Locations
856 Allegheny River Blvd., Oakmont, PA 15139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Capital Management, Llc | Oakmont | PA | 06/2002 | Present |
Mr. Koteski is a member of the Board of Directors for RJ Lee Group, Inc., a non-investment-related business. The company is located at 800 Presque Isle Drive, Pittsburgh, PA 15239 and specializes in scientific and technology related services. Mr. Koteski was named to the Board in December of 2008. He devotes approximately 15 hours a month to the company, with less than half of them being during trading hours. His duties include corporate stewardship and oversight. Mr. Koteski is a member of the Board of Directors for Blue Nano Technologies, LLC, a water remediation company located at 258 Kappa Drive, Pittsburgh, PA 15238. His relationship with Blue Nano began in June of 2019 and his duties include corporate governance and strategy decisions. He devotes less than 5 hours a month to the company. Mr. Koteski is a member of the Board of Directors for The Buhl Foundation, a non-profit organization located at 650 Smithfield Street, Pittsburgh, PA 15222. The mission of the foundation is creating community legacies through leveraging resources to encourage people and organizations to dream, innovate, and take action. Mr. Koteski's relationship with The Buhl Foundation began in July of 2024. He devotes approximately 10 hours a month to the Foundation, with most of this time being during trading hours. Mr. Koteski is the Varsity Head Coach for the Fox Chapel Girls' High School Golf Team, a non-investment related paid part-time position which he began in 2024. The high school is located at 611 Field Club Road, Fox Chapel, PA 15238. Less than 5% of Mr. Koteski's professional time is dedicated to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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