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9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-06 |
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 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2016 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | Present |
1) Octavia Wealth Advisors; Investment Related; 9999 Carver Road Ste 130, Cincinnati, OH 45242; RIA; Title - Investment Operations Specialist; Start - 6/2021; 160 Hrs/Mth; 130 During Securities Trading Hrs; Trading 2) Arbonne International, LLC; Not Investment Related; 8294 Kimberly Ann Ct., West Chester, OH 45069; Affiliate Consultant; 9/1/2023; 20 Hrs/Mth; Promoting products through social media
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-27 |
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