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1970 Broadway Suite 525, Oakland, CA 94612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
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 |
|---|---|---|---|---|
| Pf Wealth Management Group, Llc | Oakland | CA | 03/2006 | Present |
| Ohio National Life Insurance Company | Cincinnati | OH | 05/2006 | Present |
PF WEALTH MANAGEMENT GROUP, LLC; INV-RELATED; 1999 HARRISON STREET, SUITE 1650 OAKLAND,CA 94612; REGISTERED INVESTMENT ADVISOR; PRESIDENT; 03/06; 30 HOURS/WK; CONSULTING AND FINANCIAL ADVISING. OHIO NATIONAL LIFE INSURANCE COMPANY; NON-INV RELATED; ONE FINANCIAL WAY, CINCINNATI, OH 45242; INSURANCE COMPANY; 05-06/2006; WITHIN THE 30 HRS/WK SPENT FOR PF WEALTH MANAGEMENT GROUP; PROVIDE ASSESSMENT OF WHETHER CUSTOMERS OF PF WEALTH MANAGEMENT GROUP WOULD NEED INSURANCE OR PROVIDE CONSULTING IF THE CUSTOMERS HAVE INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-27 |
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