Best Investors
Account
Sign in
Best Investors
Account
Sign in
9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| 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 |
|---|---|---|---|---|
| 24 Hour Fitness | San Diego | CA | 05/2012 | 09/2018 |
| Axa Advisors, Llc | New York | NY | 03/2017 | 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 |
| Sandman Adventures | San Diego | CA | 03/2022 | 01/2024 |
| University California San Diego | San Diego | CA | 09/2014 | 11/2016 |
1) Joshua Aldus 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 Joshua Aldus' time is for services as an investment advisor representative and the balance as a registered representative. Octavia and PKS are not affiliated entities. 2) Licensed Insurance agent; Octavia Risk Management, LLC; Not investment-related; 7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108; Insurance Sales; 06/2020; 20 hours per month, all of which are during securities trading hours; Implementation of insurance products. 3) California Society of Certified Public Accountants ("CalCPA"); Not investment-related; 1710 Gilbreth Road, Burlingame, CA 94010; Charitable Organization providing tax information and knowledge to professionals and individuals; Board Member; 08/2021; Four hours per month; Zero (0) hours during securities trading hours; Organize active lifestyle events. 4) San Diego Guys for Good. Not Investment Related. No physical address, online only. Networking and Charitable Giving. N/A. 7/1/2023. Hrs/month 1 with 0 during trading hours. No official duties just connecting with other members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
Reach out to this advisor