Nicholas Vincent Geraci

Current Employers

Octavia Wealth Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2025-06-30

CA RA
APPROVED_RES

Since 2025-06-30

Branch Locations

San Diego, CA • 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

Organization	City	State	From	To
Octavia Wealth Advisors Llc	San Diego	CA	05/2025	Present
Tax And Financial Center	San Diego	CA	11/2018	Present
Rowling & Associates	San Diego	CA	07/2015	06/2018
Unemployed	San Diego	CA	07/2018	10/2018

05/2025 → Present

Octavia Wealth Advisors Llc

San Diego, CA
11/2018 → Present

Tax And Financial Center

San Diego, CA
07/2015 → 06/2018

Rowling & Associates

San Diego, CA
07/2018 → 10/2018

Unemployed

San Diego, CA

Other Businesses

1) Tax and Financial Center; Not investment-related; Same address; CPA Firm; Chief Executive Officer; Start date: 01/2025; Tax and accounting services; Full-time position.

Current Employers

Octavia Wealth Advisors Llc

Disclosures

Employment History

Other Businesses

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