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Daniela Marina Cronin

Octavia Wealth Advisors LLC

Cleburne, TX

Cincinnati, OH

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Current Employers
Octavia Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-16
  • TX RA
    APPROVED
    Since 2025-07-16

Branch Locations

Cleburne, TX • 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 San Diego CA 10/2023 Present
Shusterman Wealth Management San Diego CA 03/2018 10/2023
Eddie V's La Jollla CA 04/2014 05/2018
  • 10/2023 → Present
    Octavia Wealth Advisors, Llc
    San Diego, CA
  • 03/2018 → 10/2023
    Shusterman Wealth Management
    San Diego, CA
  • 04/2014 → 05/2018
    Eddie V's
    La Jollla, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
Other Names
  • Daniela Marina Robles

View on SEC IAPD

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