This is a draft inventory compiled from public-records sources. Some sources represent cached snapshots rather than live queries; each line item is labeled accordingly. Attorney review is required before any portion of this inventory is used in a probate filing, served on a beneficiary, or relied upon for tax reporting. This document is not a court filing.
Cash & Equivalents 2 items · est. $3,820 — $6,140
| Description | Source | Kind | Notes | Amount |
|---|
| Unclaimed property — California State Controller |
MissingMoney.com |
Live |
Last activity 2018. Property ID CA-44192-7 |
$2,140.00 |
| Unclaimed property — California State Controller |
MissingMoney.com |
Live |
Reported by Wells Fargo, 2014 |
$1,680 — $4,000 |
Securities 2 items · attorney follow-up required
| Description | Source | Kind | Notes | Amount |
|---|
| Brokerage account, Edward Jones — last broker of record CRD #2841093 |
FINRA BrokerCheck |
Snapshot |
Snapshot 14 Apr 2026. Contact firm directly to confirm holdings. |
— |
| SEC Form 4 filings — small-cap holdings as insider, 2012–2015 |
SEC EDGAR |
Snapshot |
Snapshot 12 Apr 2026. 4 filings located. |
— |
Real Property 2 items · Los Angeles County · synthesized illustration
| Description | Source | Kind | Notes | Amount |
|---|
| Single-family residence, 725 N. Madison Ave, Pasadena, California 91104 |
LA County Recorder (synthesized) |
Snapshot |
Synthesized recording history illustrating the workflow; not real recorded instruments. Pull live deed before relying. |
est. county |
| Mineral rights, undivided ¼ interest, Section 14 T2N R3E |
LA County Recorder (synthesized) |
Snapshot |
Synthesized illustration; not a real recorded instrument. Pull live deed before relying. |
— |
Other 2 items
| Description | Source | Kind | Notes | Amount |
|---|
| Possible secondary residence reference — Long Beach, California |
MissingMoney.com (cross-ref) |
Live |
Address fragment only. Recommend manual deed pull. |
— |
| Last known residence reference — La Jolla, California |
MissingMoney.com (cross-ref) |
Live |
San Diego County; outside LA County Recorder snapshot scope. Recommend manual deed pull. |
— |
Confirmed cash
$2,140.00
Confirmed range
$3,820 — $6,140
Items pending verification
5
Sources used in this inventory
- MissingMoney.com — unclaimed property database, queried with California scope. Live · queried 2 May 2026, 10:23 PT
- FINRA BrokerCheck — registered representatives database. Cached snapshot · 14 Apr 2026
- SEC EDGAR — Form 3/4/5 insider filings. Cached snapshot · 12 Apr 2026
- Los Angeles County Recorder — synthesized illustration of how recorded-instrument data would surface; not real recorded instruments. The LA County RR/CC public portal does not offer a free online deed index, so production integration with county recorders requires paid bulk-data feeds, which are out of scope for this prototype. Synthesized snapshot · 28 Mar 2026