Pablo J Oliva

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 05/2017
  Wfg Investments, Inc.
  Peoria, AZ
• 10/2014 → 05/2017
  Wfg Advisors, Lp
  Peoria, AZ
• 10/2016 → 05/2017
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 05/2017 → 11/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 02/2022
  Integrated Financial Solutions, Pllc
  Mesa, AZ
• 02/2021 → 07/2024
  Sun Valley Financial, Llc
  Phoenix, AZ
• 02/2022 → 07/2024
  Northsight Wealth Management, Llc
  Phoenix, AZ
• 07/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2022-02-04 → 2024-07-03
  Northsight Wealth Management
  Scottsdale, AZ
  Phoenix, AZ
• 2018-11-16 → 2022-02-04
  Integrated Financial Solutions, Pllc
  Phoenix, AZ
  Mesa, AZ
• 2017-06-01 → 2018-11-21
  Equitable Advisors, Llc
  Scottsdale, AZ
  Mesa, AZ
• 2016-10-24 → 2017-05-25
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 2014-10-31 → 2017-05-24
  Wfg Advisors, Lp
  Peoria, AZ
• 2014-07-31 → 2014-11-06
  Msi Financial Services, Inc.
  Tempe, AZ

Other Businesses

Sun Valley Financial, LLC Position: Owner/Agent Nature: Former DBA, Used to Pay Operating Expenses and Insurance Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 4/19/2020 Address: 3101 N Central Ave Suite 890 Phoenix, AZ 85012 Description: Operating business expenses and receive fixed insurance compensation. Sell and service new and existing fixed life, fixed annuity, health, and disability products. Insurance - Sole producer Position: Agent Nature: Sales and service of fixed insurance, life, health and fixed annuity products.  Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 8/10/2026 Address: 3101 N Central Ave Suite 890 Phoenix, AZ 82012 Description: sell and service new and existing fixed life, fixed annuity, health, and disability products. 

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-06-29
• S66 Uniform Combined State Law Examination
  2013-12-12

Other Names

• Pablo Jose Oliva
• Pablo Jose Oliva Sanchez
• Pablo Oliva