Kyle Brendan Harvey

Employer firm

Optima Capital LLC CRD 310146

$380M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-02-27