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Leslie Ann Calhoun

President/Chief Compliance Officer/CeoOptivest, Inc.CRD 2047866

About Leslie Ann Calhoun

Leslie Ann Calhoun is listed as President/Chief Compliance Officer/Ceo at Optivest, Inc. in San Juan Capistrano, CA. Form ADV reports a beneficial ownership band of Under 5%. Leslie Ann Calhoun is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Optivest, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Leslie Ann Calhoun work?

Leslie Ann Calhoun is listed as President/Chief Compliance Officer/Ceo at Optivest, Inc. on SEC Form ADV.

How much of Optivest, Inc. does Leslie Ann Calhoun own?

Form ADV reports a beneficial ownership band of Under 5%.

Optivest, Inc.

TitlePresident/Chief Compliance Officer/Ceo
OwnershipUnder 5%
Control personYes
Since2018
View Optivest, Inc. →

Optivest, Inc.

TitleTrustee
OwnershipOver 75%
Control personYes
Since2024
View Optivest, Inc. →