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Daniel Martinez Quesada

Oak Tree Securities, Inc.

Brentwood, CA

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Current Employers
Oak Tree Securities, Inc.

4049 1St Street Suite 129, Livermore, CA 94551-4949 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-01-30
  • CA RA
    APPROVED
    Since 2009-01-30

Branch Locations

Brentwood, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Tree Securities, Inc. Livermore CA 05/1986 Present
Other Businesses

LAKEVIEW FINANCIAL - LIFE INSURANCE Approximately 1 hour per week. Paid on commissions basis.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-07
  • S63 Uniform Securities Agent State Law Examination
    1989-12-07

View on SEC IAPD

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