Best Investors
Account
Sign in
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-31 |
Branch Locations
1460 Maria Lane #290, Walnut Creek, CA 94596 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Campbell | CA | 01/2002 | Present |
| Whjr Associates | Campbell | CA | 01/2002 | 03/2017 |
| On Pointe Capital, Inc. | Walnut Creek | CA | 01/2023 | Present |
1. ARTISANCAP DBA POSITION: Financial Professional NATURE: Artisancap is a DBA under/powered by NWF Advisory Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 05/15/2025 ADDRESS: 100 Pringle Avenue,, Suite 410, Walnut Creek CA 94596, United States DESCRIPTION: I am financial professional marketing myself under the DBA Artisancap. 2. INSURANCE POSITION: Statutory Agent - NATURE: Registered Investment Adviser^Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2002 ADDRESS: 100 Pringle Avenue,, Suite 410, Walnut Creek CA 94596, United States DESCRIPTION: Provide Life and Long Term Care Insurance to clients needing of Financial and Estate Planning. 3. ON POINTE CAPITAL, INC. POSITION: CEO NATURE: S Corporation This entity is a holding company for managing payroll, business expenses and 401k & Profit Sharing plans. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 100 Pringle Avenue,, Suite 410, Walnut Creek CA 94596, United States DESCRIPTION: Bookkeeping 4. NWF ADVISORY GROUP POSITION: RIA Representative NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 24 START DATE: 01/01/2017 ADDRESS: 100 Pringle Avenue,, Suite 410, Walnut Creek CA 94596, United States DESCRIPTION: Portfolio construction, rebalancing and reallocation of the investments based on client risk tolerance. Active asset management. 5. WISE STEWARD CORPORATION POSITION: Statutory Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2026 ADDRESS: 4883 E. La Palma Avenue, Suite 501A, Anaheim CA 92807, United States DESCRIPTION: Fixed Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
Reach out to this advisor