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731 S. Aiken Ave, Pittsburgh, PA 15232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2000-08-31 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Investment Advisors, Inc D/B/A Oaktree Investment Adviso | Pittsburgh | PA | 08/2000 | Present |
| R.E. Heakins Expert Services, Inc | Pittsburgh | PA | 05/2017 | Present |
| C.P.A.A + Inc | Pittsburgh | PA | 01/2016 | Present |
OAKMONT INVESTMENT ADVISORS, INC.d/b/a OakTree Investment Advisors, A PA RIA FIRM WHICH I OWN 75% OF. OIA MANAGEMENT IS ON A FEE-ONLY AND HOURLY CONSULTING BASIS. WE ALSO OFFER SERVICES AS A FIDUCIARY AUDITOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-31 |
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