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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
Porter Ranch, CA • 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 |
|---|---|---|---|---|
| Fidelity Investments | Burbank | CA | 12/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glendale | CA | 03/2015 | 12/2025 |
| In Home Support Service | Porter Ranch | CA | 01/2008 | 12/2025 |
| Bank Of America | Glendale | CA | 11/2015 | 12/2025 |
OBA-126974|OrgNmn:Ekmekjian Family Trust |Org Addr:Woodland H,California,US|OBA Nature:Rental property|Invst Rel:Y|Title:Trustee|Duties:My husband takes care of this property |StrtDt:08-15-16|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-125834|OrgNmn:In Home Supportive Services|Org Addr:Porter Ran,California,US|OBA Nature:I'm care giver for my mother w|Invst Rel:N|Title:Care Giver|Duties:Care Giver |StrtDt:01-01-08|TotHrs/mon:100|TrdHrs/mon:0|OBA-125853|OrgNmn:Ekmekjian Family Trust/Airbnb|Org Addr:Lake Arrow,California,US|OBA Nature:Short term rental of cabin on |Invst Rel:Y|Title:Trustee|Duties:Manage aibnb listing, answer guest questions |StrtDt:11-09-23|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-12 |
| S66 | Uniform Combined State Law Examination | 2007-10-13 |
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