Best Investors
Account
Sign in
2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-06 |
| CA | RA | APPROVED | 2018-03-09 |
Branch Locations
8220 University Avenue; Suite 203, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdt & Associates, Inc. | San Diego | CA | 01/2018 | Present |
| Bdt & Associates, Inc | Yuma | AZ | 10/2013 | 03/2018 |
1) Leigh B. Harns is a licensed insurance agent of Leigh B. Harns, Sole Proprietor since January 2018. She is an independent insurance agent that sells and services for health and life insurance. She always acts in the best interest of the client. Clients are not required to implement the plan in her capacity as a licensed insurance agent. She receives approximately $3,000 compensation annually and spends about 12-18 hours per month on this activity. 2) Leigh B. Harns is the secretary and a director of the Board of BDT & Associates, Inc. since March 2018. She is responsible for recording all board meetings and assisting within the board and special duties and committees. She receives no compensation for this activity and spends 8 hours per month on this activity. 3) Leigh B. Harns is the president and a member of the La Mesa Parks and Recreation Board since July 2024. She assists in fundraising activities to raise money for new park equipment and free events in the public parks serving the city of La Mesa and surrounding areas. She also conducts foundation meetings and assists subcommittees as needed in planning. She attends local events to promote the foundation. She receives no compensation for this activity and spends approximately 4-5 hours per month on this activity. 4) Leigh B. Harns is a High School Field Hockey Official and Member-at-Large with the San Diego Field Hockey Officials Association since August 2021. She officiates high school girls' junior varsity and varsity field hockey games during non-business hours. Other duties include meeting with Association members to discuss training of new officials, rules interpretations, and handling disputes. She receives approximately $59 per junior varsity and $80 per varsity game for this activity and spends approximately 10-15 hours per month on this activity during the months of July to November only. 5) Leigh B. Harns is the owner and member of Good Karma Consulting, LLC since November 2021. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. She receives no compensation for this activity and spends 2 hours per month on this activity. 6) Leigh B. Harns is the trustee of a trust since April 2016. She receives no compensation for this activity and spends 1 hour per month on this activity. 7) Leigh B. Harns is a successor trustee of a family member's trust since November 2023. She receives no compensation and spends 0-1 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
Reach out to this advisor