Best Investors
Account
Sign in
Best Investors
Account
Sign in
9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| OH | RA | APPROVED | 2020-06-12 |
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2009 | 06/2020 |
| Octavia Wealth Advisors, Llc | Cincinnaati | OH | 06/2020 | Present |
| Octavia Risk Management, Llc | Cincinnati | OH | 06/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Cincinnati | OH | 06/2020 | Present |
1) Bradley Lauch is dually-registered as an investment advisor representative with Octavia Wealth Advisors, LLC ("Octavia") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2020. Business is conducted from 9999 Carver Road, Suite 130, Cincinnati, Ohio 4524. Approximately 90% of Bradley Lauch's time is for services as an investment advisor representative and the balance as a registered representative. Octavia and PKS are not affiliated. 2) Insurance agent; Octavia Risk Management LLC; 06/2020; implementation of insurance products; 9999 Carver Road, Suite 130, Cincinnati, Ohio 45242 ; 20 hours per month 3) LAUCH BOYS, LLC; NON-INVESTMENT RELATED; MANUFACTURE WINDSHIELDS; SILENT PARTNER - NO DECISION-MAKING RESPONSIBILITIES; LOCATED IN BATAVIA, OH; 0 HOURS DEVOTED TO THIS BUSINESS 4) TBOM, LLC. Investment Related. 950 Kent Rd. Batavia, OH 45103. Real Estate. Limited Partner. 2/1/2021. Hrs/month 1 all during trading hours. Managing the investment account for the LLC held at Pershing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-05 |
Reach out to this advisor