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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-02 |
Branch Locations
5001 Airport Plaza Drive #220, Long Beach, CA 90815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tellone Management Group Inc. | Anaheim | CA | 11/2014 | 12/2022 |
| Perigon Wealth Management, Llc | Irvine | CA | 01/2023 | Present |
| Osaic Wealth, Inc. | Long Beach | CA | 01/2026 | Present |
1. Insurance Agent; Investment related; 5001 Airport Plaza Dr. Suite 220, Long Beach, CA 90815; Insurance sales; Agent; 10/2023; Five (5) hours per month; Evaluate and advise clients on existing long-term care and life insurance policies and new policy sales. 2. WHISPERING HILLS HOMEOWNER ASSOCIATION POSITION: Secretary NATURE: Homeowners association / cooperative. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2026 ADDRESS: 9060 Irvine Center Dr., Irvine CA 92618, United States DESCRIPTION: Attend monthly Homeowners Association board meetings. Address homeowners, review association materials and hold votes on ongoing business of the associations. 3. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/31/2026 ADDRESS: 11835 W. Olympic Blvd, 1155E, Los Angeles CA 90064, United States DESCRIPTION: Investment Advisory Representative - through the OSJ NWF Advisory services RIA. 4. OCTAVE WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/31/2026 ADDRESS: 5001 Airport Plaza Dr., Suite 220, Long Beach CA 90815, United States DESCRIPTION: Investment Advisory Representative - Octave Wealth Management is a DBA of Eric Bond's (Independent Contract affiliated with Osaic) advisory services company. These services are being provided through Osaic / NWF Advisory Services Inc. (OSJ / RIA associated with Osaic)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-22 |
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