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2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-12 |
| AZ | RA | APPROVED | 2013-05-09 |
| CA | RA | APPROVED | 2004-06-08 |
Branch Locations
2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Capital Management | Sherman Oaks | CA | 06/2004 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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