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Charles Richard Korger

Octavia Wealth Advisors LLC

Cincinnati, OH

Sarasota, FL

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Current Employers
Octavia Wealth Advisors Llc

9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-15
  • FL RA
    APPROVED
    Since 2023-08-15

Branch Locations

9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States

3701 S. Osprey Ave. Suite 218, Sarasota, FL 34239 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carson Choice Retirement Solutions, Inc. Bala Cynwyd PA 12/2015 12/2018
Arete Partners, Llc Sarasota FL 01/2019 12/2023
Octavia Wealth Advisors, Llc Sarasota FL 08/2023 Present
  • 12/2015 → 12/2018
    Carson Choice Retirement Solutions, Inc.
    Bala Cynwyd, PA
  • 01/2019 → 12/2023
    Arete Partners, Llc
    Sarasota, FL
  • 08/2023 → Present
    Octavia Wealth Advisors, Llc
    Sarasota, FL
Previous Registrations
  • 2019-01-02 → 2023-12-31
    Areté
    Hutchinson Island, FL
    Hutchinson Island, FL
    Sarasota, FL
  • 2016-01-12 → 2019-01-02
    Carson Choice Retirement Solutions, Inc.
    Bala Cynwyd, PA
  • 2013-01-24 → 2015-10-14
    Independence Advisors, Llc
    Wayne, PA
  • 2004-04-14 → 2013-01-28
    Sage Financial Group Inc.
    West Conshohocken, PA
    Bala Cynwyd, PA
  • 2000-01-31 → 2004-03-17
    Mercer Advisors
    Bala Cynwyd, PA
Other Businesses

1) Unitifi, investment-related, 12020 Shamrock Plaza #200, Omaha, NE 68154, Consultant and minority owner, 1-10 Hrs/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-04
S63 Uniform Securities Agent State Law Examination 1999-03-03
  • S65 Uniform Investment Adviser Law Examination
    1999-12-04
  • S63 Uniform Securities Agent State Law Examination
    1999-03-03
Designations
Other Names
  • Chuck Korger

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
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STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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