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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-05-08 |
Branch Locations
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 11/2018 | 03/2025 |
| Bank Of America, N.A. | Los Angeles | CA | 08/2009 | 11/2018 |
| Fidelity Investments | Pasadena | CA | 03/2025 | Present |
OBA-117641|OrgNmn:Ingomar Dreams LLC|Org Addr:Van Nuys,California,US|OBA Nature:Real Estate Holding Co|Invst Rel:Y|Title:Trustee|Duties:Owner/Landlord/Trustee of Trust that owns LLC|StrtDt:03-17-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-118876|OrgNmn:J Realty Group|Org Addr:Pasadena, ,California,US|OBA Nature:RE holding Co|Invst Rel:Y|Title:Owner|Duties:Owner|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|OBA-117640|OrgNmn:XLJ Legacy|Org Addr:New Orlean,Louisiana,US|OBA Nature:RE HOLDING CO |Invst Rel:Y|Title:Trustee|Duties:Landlord for Rental and Trustee of Trust that owns RE holding LLC |StrtDt:03-17-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-07 |
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