Kyle Brendan Harvey

Current Employers

Optima Capital Llc

500 Sw 116Th Ave. Suite 400, Beaverton, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-09
CA	RA	APPROVED	2023-03-07

TX RA
APPROVED_RES

Since 2025-08-09
CA RA
APPROVED

Since 2023-03-07

Branch Locations

500 Sw 116Th Ave. Suite 400, Beaverton, OR 97225 • United States

3745 W Caldwell Ave. Suite F, Visalia, CA 93277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Optima Capital Llc	Visalia	CA	08/2022	Present
Inheritance Management, Inc.	Visalia	CA	02/2022	08/2022
Enloe Medical Center	Chico	CA	01/2021	01/2022
Sinclair Broadcast Group/Kutv	Salt Lake City	UT	01/2019	12/2020
Sinclair Broadcast Group/Kbak	Bakersfield	CA	10/2014	12/2018
Robert Larsen	Visalia	CA	02/2022	Present

08/2022 → Present

Optima Capital Llc

Visalia, CA
02/2022 → 08/2022

Inheritance Management, Inc.

Visalia, CA
01/2021 → 01/2022

Enloe Medical Center

Chico, CA
01/2019 → 12/2020

Sinclair Broadcast Group/Kutv

Salt Lake City, UT
10/2014 → 12/2018

Sinclair Broadcast Group/Kbak

Bakersfield, CA
02/2022 → Present

Robert Larsen

Visalia, CA

Other Businesses

8/2022 Robert Larsen; Office Administrator; Non Investment Related; Administrative Support Services; 3745 W. Caldwell Ave, Ste. F., Visalia, CA 93277; 10% of professional time devoted; non registered office administrator for Robert Larsen in his capacity as a Registered Rep with Broker Dealer.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-27

S65 Uniform Investment Adviser Law Examination

2023-02-27