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Leslie a Calhoun Revocable Living Trust Udt July 18, 2013

ShareholderOptivest, Inc.

About Leslie a Calhoun Revocable Living Trust Udt July 18, 2013

Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 is listed as Shareholder at Optivest, Inc. in San Juan Capistrano, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Optivest, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 work?

Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 is listed as Shareholder at Optivest, Inc. on SEC Form ADV.

How much of Optivest, Inc. does Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 own?

Form ADV reports a beneficial ownership band of Over 75%.

Optivest, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024