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6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-10-22 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2009 | 02/2025 |
| Pks Advisory | Bethlehem | PA | 05/2013 | 02/2025 |
| Oaktree Advisors Llc | Bethlehem | PA | 07/2013 | Present |
| Madison Avenue Securities | San Diego | CA | 02/2025 | Present |
1.) Name: Oaktree Advisors LLC; Investment Related: Yes; Address: 6666 Passer Rd., Coopersburg, PA 18036; Nature of the Business: Sales of Insurance Products; Position: Owner; Hours Per Week: 10-15 Hours; Start Date: 06/1/2010 2.) Name: Oaktree Advisors LLC; Investment Related: Yes; Address: 6666 Passer Rd. Coopersburg, PA 18036; Nature of the Business; Investment Management; Position: Investment Advisor Representative; Hours Per Week: 25-30 Hours; Start Date: 06/2013 Insurance License - PA - Accident and Health, Life and Fixed Annuities, Variable Life / Variable Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-20 |
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