Best Investors Account Sign in
Current Employers
Octavia Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-07
OH RA APPROVED 2022-08-09
  • MO RA
    APPROVED
    Since 2025-10-07
  • OH RA
    APPROVED
    Since 2022-08-09

Branch Locations

St. Charles, MO • United States

9999 Carver Road Suite 130, Cincinnati, OH 45242 • 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
Octavia Wealth Advisors, Llc St. Charles MO 05/2021 Present
Charter Communications St. Louis MO 06/2020 07/2020
Hussmann Corporation St. Louis MO 06/2019 08/2019
Xavier University Cincinnati OH 08/2017 05/2021
The Men's Wearhouse St. Louis MO 09/2015 07/2017
  • 05/2021 → Present
    St. Charles, MO
  • 06/2020 → 07/2020
    Charter Communications
    St. Louis, MO
  • 06/2019 → 08/2019
    Hussmann Corporation
    St. Louis, MO
  • 08/2017 → 05/2021
    Xavier University
    Cincinnati, OH
  • 09/2015 → 07/2017
    The Men's Wearhouse
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
Designations

View on SEC IAPD

More in St. Charles, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor