PEBBLE RIA, LLC
Legal name: PEBBLE FINANCE
CRD #323301 SEC #801-126731 LEXINGTON, MA 203-249-0473
SEC Registered
Total AUM
$38.7K
Discretionary
$38.7K
Employees
2
Clients
--
Accounts
46
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ESDAILE, MICHAEL, JAMES | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| Whitehead, Justin, Travis | I | SENIOR VICE PRESIDENT | NA | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
| PEBBLE FINANCE, INC. | DE | MAJORITY SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| ESDAILE, MICHAEL, JAMES | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
| Whitehead, Justin, Travis | I | PEBBLE FINANCE, INC. | D | Control |
Registrations
Federal
IA
Mar 4, 2024 REGISTERED
Notice Filings (2)
MA NY
Address
37 TARBELL AVELEXINGTON, MA 02421
United States
Phone: 203-249-0473