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Eric James Blackhall

Octavia Wealth Advisors LLC

San Diego, CA

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Current Employers
Octavia Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-06-12
  • CA RA
    APPROVED
    Since 2020-06-12

Branch Locations

2305 Historic Decatur Rd. Ste. 100, San Diego, CA 92106 • 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
Eric J. Blackhall, Cpa San Diego CA 10/1999 Present
Axa Advisors, Llc New York NY 11/2009 06/2020
Octavia Wealth Advisors, Llc San Diego CA 06/2020 Present
Purshe Kaplan Sterling Investments, Inc. San Diego CA 06/2020 03/2023
  • 10/1999 → Present
    Eric J. Blackhall, Cpa
    San Diego, CA
  • 11/2009 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2020 → Present
    San Diego, CA
  • 06/2020 → 03/2023
    Purshe Kaplan Sterling Investments, Inc.
    San Diego, CA
Previous Registrations
Other Businesses

1. ERIC J BLACKHALL,CPA ERIC BLACKHALL, INC.; NON-INVESTMENT; 2305 HISTORIC DECATUR ROAD, SUITE 100, SAN DIEGO, CA 92106; BUS-CPA; POSITION-OWNER/CPA/BOOKKEEPING; START DATE-06/01/2010; 167 HRS/MO 167 HRS/Trading hrs. Provide tax advice to clients. 2.ERIC BLACKHALL, INC.; NON-INVESTMENT; 2305 HISTORIC DECATUR ROAD, SUITE 100, SAN DIEGO, CA 92106; Taxes; POSTION-PRESIDENT/CONTROLLING SHAREHOLDER; START DATE-01/01/2007; 12 HRS/MO 12HRS/Trading hrs. Provide tax advice to clients. 3. RENTAL PROPERTY; NON-INVESTMENT; 3305 CANON STREET, SAN DIEGO, CA 92106; BUS.-RENTAL PROPERTY; POSITION-OWNER; START DATE-09/01/2005; 1 HRS/MO 1 HR/Trading hrs. Manage rental property. 4. Rental Property non investment 4714 Muir Avenue, San Diego, CA 92106. Business, Rental Property. Position, Owner. Start Date, 06 22 2017. 1 HRS/MO 1 HR/Trading hrs. Manage rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-12
  • S66 Uniform Combined State Law Examination
    2010-03-12
Designations
Other Names
  • Eric J Blackhall
  • Eric James Blackhall

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