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6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-19 |
Branch Locations
6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdermott Investment Services Llc | Bethlehem | PA | 01/2013 | 12/2025 |
| Oaktree Advisors, Llc | Coopersburg | PA | 12/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2026 | Present |
1.) Oaktree Advisors LLC; Investment Related: Yes; Address: 6666 Passer Rd. Ste 4, Coopersburg, PA 18036; Nature of the Business: Investment Management and Financial Planning; Position: Investment Advisor Representative; Hours Per Week: 20-25 Hours; Start date: 12/19/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-09 |
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