# OAK TREE SECURITIES, INC.

OAK TREE SECURITIES, INC. of LIVERMORE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 18126
- Type: SEC-registered investment adviser
- SEC file number: 801-39201
- Location: 4049 1ST STREET, LIVERMORE, CA, 94551-4949
- Phone: 925-245-0570
- Latest filing: 2024-02-13
- Regulatory AUM: $3.7M
- Non-discretionary AUM: $3.7M
- Clients: 4
- Accounts: 5

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS PATRICIA JEAN | PRINCIPAL | — |
| DAHL ERIC DREW | PRINCIPAL | — |
| QUESADA DANIEL MARTINEZ | PRESIDENT, CEO, CFO, CCI, CCO | — |
| BLAIR PAMELA SUSAN | REGISTERED REP | — |
| BEETZ BRUCE ROBERT | PRINCIPAL | — |
| GERHART VIRGINIA BEAUREGARD | PRINCIPAL | — |
| JENKINS WALTER WORDEN | SHAREHOLDER | — |
| LARSON DENNIS ARTHUR | REGISTERED REP | — |
| NICHOLS BYRON VERON | PRINCIPAL | — |
| SEMPLE ROBERT STEWART | REGISTERED REP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/18126/brochure
- Similar advisers: https://search.stillhousedata.com/firm/18126/similar
- Related entities: https://search.stillhousedata.com/firm/18126/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/18126

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.