Best Investors
Account
Sign in
1107 Kennedy Place Suite 3, Davis, CA 95616-1273 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-27 |
Branch Locations
1107 Kennedy Place Suite 3, Davis, CA 95616-1273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carbahal & Company | Davis | CA | 08/1984 | Present |
| Final Ledger, Llc | David | CA | 01/2025 | Present |
| Carbahal Olsen Financial Services Group Llc | Davis | CA | 07/2010 | Present |
Final Ledger, LLC Start Date: 01/01/2025, located in Davis CA. Mr. Carbahal is a Managing Member that will be tax preparation and client meetings. Not investment related. Time spent will be approx. 50% of Mr. Carbahal's time will be devoted to Final Ledger business activities. *************************************************************************************** KENNEDY PLACE 2 LLC RENTAL REAL ESTATE MEMBER LESS THAN 1% TIME SPENT **************** KENNEDY PLACE 3 LLC REAL ESTATE RENTAL MEMBER LESS THAN 1% TIME SPENT **************** SOUTHSIDE PROPERTIES, INC INVESTMENT PRES. LESS THAN 1% TIME SPENT **************** CARBAHAL & CO, ANNUAL ACCUM CO INVESTMENT PARTNER LESS THAN 1% TIME SPENT **************** CARBAHAL & COMPANY, AAC ACCOUNTANCY VP 35% TIME SPENT **************** TRUSTEE - SERVE AS TRUSTEE TO CPA PRACTICE CLIENTS SINCE 1/1/1990
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-20 |
Reach out to this advisor