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Daniel Robert Orsborn

Oak Tree Investment Advisors

Pittsburgh, PA

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Current Employers
Oak Tree Investment Advisors

731 S. Aiken Ave, Pittsburgh, PA 15232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-31
  • PA RA
    APPROVED
    Since 2025-07-31

Branch Locations

731 S. Aiken Ave, Pittsburgh, PA 15232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dairy Queen Sarver PA 03/2021 10/2022
Bonus Accounting Chicora PA 12/2024 06/2025
Saint Vincent Depaul Butler PA 06/2021 08/2024
Full Time Student Butler PA 06/2015 Present
Oak Tree Investment Advisors Pittsburgh PA 06/2025 Present
  • 03/2021 → 10/2022
    Dairy Queen
    Sarver, PA
  • 12/2024 → 06/2025
    Bonus Accounting
    Chicora, PA
  • 06/2021 → 08/2024
    Saint Vincent Depaul
    Butler, PA
  • 06/2015 → Present
    Full Time Student
    Butler, PA
  • 06/2025 → Present
    Oak Tree Investment Advisors
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31

View on SEC IAPD

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