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MICHAEL Wyatt INGRAM
MICHAEL W INGRAM
CRD#: 4848522
IA
Investment Adviser
B
Broker
OCTAVIA WEALTH ADVISORS LLCCRD#: 306909 7676 Hazard Center Drive
Suite 1550
San Diego, CA 92108
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 7676 Hazard Center Drive
Suite 1550
San Diego, CA 92108
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2020 - Present (4 years)BEQUITABLE ADVISORS, LLC (CRD# 6627)2004 - 2020 (15 years)IAEQUITABLE ADVISORS, LLC (CRD# 6627)2005 - 2020 (14 years)
License(s)

State Registrations

B
Arizona 10/17/2023

IA
California 6/12/2020

B
California 6/12/2020

IA
Texas 6/12/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OCTAVIA WEALTH ADVISORS LLC (CRD#:306909)
7676 Hazard Center Drive Suite 1550, San Diego, CA 92108
Registered with this firm since 6/12/2020

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
7676 Hazard Center Drive Suite 1550, San Diego, CA 92108
80 STATE STREET, ALBANY, NY 12207
Registered with this firm since 6/12/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/08/2005 - 07/08/2020 EQUITABLE ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
B
10/05/2004 - 07/08/2020 EQUITABLE ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.