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9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-12 |
Branch Locations
7676 Hazard Center Drive Suite 1550, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management Smith Barney Llc | La Jolla | CA | 12/2015 | 09/2018 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Octavia Wealth Advisors, Llc | San Diego | CA | 06/2020 | Present |
| Octavia Risk Management, Llc | San Diego | CA | 06/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | San Diego | CA | 06/2020 | Present |
1) Kurt Volker is dually-registered as an investment advisor representative with Octavia Wealth Advisors, LLC ("Octavia") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2020. Business is conducted from 7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108. Approximately 90% of Kurt Volker's time is for services as an investment advisor representative and the balance as a registered representative. Octavia and PKS are not affiliated. 2) Insurance agent; Octavia Risk Management LLC; 06/2020; implementation of insurance products; 7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108; 20 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-11 |
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