Best Investors Account Sign in
Current Employers
California Capital Management

2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-06-12
AZ RA APPROVED 2013-05-09
CA RA APPROVED 2004-06-08
  • FL RA
    APPROVED
    Since 2013-06-12
  • AZ RA
    APPROVED
    Since 2013-05-09
  • CA RA
    APPROVED
    Since 2004-06-08

Branch Locations

2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
California Capital Management Sherman Oaks CA 06/2004 Present
Purshe Kaplan Sterling Investments Albany NY 10/2014 Present
Previous Registrations
Other Businesses

1. CALIFORNIA CAPITAL MANAGEMENT, SEE REGISTERED BRANCH OFFICE LOCATION. INVESTMENT RELATED, RIA, PRESIDENT & CO OWNER, 4/2004-PRESENT. 120 HRS/MONTH, 100 HRS/MONTH DURING TRADING. 2. FIXED INSURANCE SALES, SEE REGISTERED BRANCH OFFICE LOCATION. NOT INVESTMENT RELATED, 7/2004-PRESENT. 1 HR/MONTH, 1 HR/MONTH DURING TRADING. SELLING NON VARIABLE INSURANCE PRODUCTS. 3. BRAD & LEE SALO FAMILY TRUST. CO-TRUSTEE WITH WIFE, 4/2002-PRESENT. 4. PURSHE KAPLAN STERLING FINANCIAL, NOT INVESTMENT RELATED, SEE REGISTERED BRANCH OFFICE LOCATION. 11/2014-PRESENT. 1 HR/MONTH, 1 HR/MONTH DURING TRADING, SELL NON-VARIABLE INSURANCE PRODUCTS. 5. Olympic Northwest Enterprises, LLC- Not investment related- 169 E. Washington St, Sequim, WA 98382- Real estate rental- Owner- 06/2019- 2 hours per month- 0 hours per month during trading hours- owns rental property and collects rent. 6. Olympic Preservation Partners, LLC-not investment related-169 E. Washington St, Sequim, WA 98382- Holding company for raw land-owner-05/2019- 0 hours per month- 0 hours per month during trading hours-owns land. 8. One Management Group, Inc. Not Investment Related. 2225 E. Sequim Bay Rd, Sequim, WA 98382. Landscape Design Consulting. President. 12/2021. 5 Hrs/Mo; 0 During Trading Hours. Landscape Design.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-09
  • S63 Uniform Securities Agent State Law Examination
    1998-03-09
Designations
Other Names
  • Brad Salo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Burbank, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor