Joshua Aldus is a registered investment advisor, based in San Diego, CA, with 8 years of industry experience.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is dually-registered as an investment advisor representative and a registered representative, spending the majority of his time as an investment advisor representative. He is also a licensed insurance agent with Octavia Risk Management, LLC, dedicating about 10-20% of his time to insurance sales.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.