Best Investors
Account
Sign in
Best Investors
Account
Sign in
6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-01-01 |
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 |
|---|---|---|---|---|
| Oaktree Advisors | Bethlehem | PA | 08/2015 | Present |
| Purshe Kaplan Sterling | Albany | NY | 09/2015 | 02/2025 |
| Madison Avenue Securities | San Diego | CA | 02/2025 | Present |
1.) Name: Oaktree Advisors: Investment Related: Yes; Address: 6666 Passer Road Suite 4, Coopersburg, PA 18036; Nature of the Business: Sales of Insurance, Investment Management; Position: Financial Advisor; Hours Per Week: 15-20 Hours; Start Date: 06/1/2010 2.) Name: Oaktree Advisors: Investment Related: Yes; Address: 6666 Passer Road Suite 4, Coopersburg, PA 18036; Nature of the Business: Investment Management; Position: Investment Advisor Representative; Hours Per Week: 15-20 Hours; Start Date: 06/2013 Insurance License - PA - Life and Fixed Annuities, Variable Life / Variable Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
Reach out to this advisor