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9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-09 |
| OH | RA | APPROVED | 2023-05-11 |
Branch Locations
9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octavia Wealth Advisors, Llc | Cincinnati | OH | 06/2021 | 08/2024 |
| University Of Dayton | Dayton | OH | 08/2017 | 05/2021 |
| The Golf Club | New Albany | OH | 06/2016 | 05/2021 |
| New Albany High School | New Albany | OH | 08/2013 | 06/2017 |
| Octavia Wealth Advisors, Llc | Cincinnati | OH | 08/2024 | Present |
| Octavia Risk Management, Llc | Cincinatti | OH | 06/2025 | Present |
Octavia Risk Management, LLC; not investment related; 9999 Carver Rd Suite 130, Cincinnati, OH 45242; Insurance; Insurance Agent; start date: 06/13/2025; 5 hours/month; Insurance Underwriting and Reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
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