Carteret Title |
Serving theSan Jose Area |
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83323xxxx5 |
ar@c************.com |
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4.4 |
39 |
12350 |
169 |
11000 |
4.5 |
20 |
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Julie Fukuhara - Private Mortgage Banker |
301 University Ave Palo Alto, CA 94301 |
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65032xxxx7 |
hos*******@w*********.com |
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4 |
5 |
4 |
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New Enterprise Associates Inc. (nea) |
2855 Sand Hill Rd, Menlo Park, CA 94025 |
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65085xxxx9 |
aag***@n**.com |
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4.9 |
155 |
5455 |
202 |
5600 |
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5 |
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Transcendent Ventures, LLC |
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92597xxxx5 |
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Laura Jarrell - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx1 |
acc**********@m************.com |
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Craig Cymrot - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx9 |
acc**********@m************.com |
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Hock Company |
530 Lytton Ave Fl 2 Palo Alto, CA 94301 |
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65061xxxx5 |
ape*****@h**********.com |
3 |
6 |
4.1 |
34 |
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JTC Americas |
99 Almaden Blvd #875, San Jose, CA 95113 |
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80033xxxx1 |
jtc@j*******.com |
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4.6 |
17 |
5752 |
47 |
5900 |
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David Lucas - Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
bet*********@r***********.com |
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17179 |
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Allan K Walsworth - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx5 |
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Trevor Shephard - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx4 |
acc**********@m************.com |
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The Foreman-MacQuarrie Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx5 |
acm***********@m************.com |
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Spectrum Equity |
140 New Montgomery St Fl 20, San Francisco, CA 94105 |
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41546xxxx0 |
ada*@s*************.com |
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1 |
Kasa Moreno Insurance |
1630 Story Rd, San Jose, CA 95122 |
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40825xxxx7 |
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RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40829xxxx2 |
rbc*********@r**.com |
5 |
2 |
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Ryan J. Seay - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
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Paretone Capital |
97 E Brokaw Rd, San Jose, CA 95112 |
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40867xxxx6 |
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1 |
2 |
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Invati Capital LLC |
1731 Technology Dr # 595, San Jose, CA 95110 |
|
40857xxxx0 |
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408 Group - Morgan Stanley Private Wealth Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
65023xxxx4 |
acm***********@m************.com |
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Aaron Jang - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
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5 |
1 |
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Rockport Capital Partners Ll |
539 Bryant St, San Francisco, Ca 94107 |
|
41578xxxx0 |
bme****@r**********.com |
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Virgo Investment Group |
1201 Howard Ave Ste 300, Burlingame, CA 94010 |
|
65043xxxx8 |
ben@v********.com |
1 |
1 |
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Kynance Equity Partners |
75 E Santa Clara St #600, San Jose, CA 95113 |
|
65088xxxx1 |
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Coast Auto Insurance Service |
461 Blossom Hill Rd Ste D, San Jose, CA 95123 |
|
83123xxxx0 |
|
4.4 |
7 |
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Edward Jones - Financial Advisor: Tevin Mercer |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
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87055 |
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99000 |
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1 |
1 |
West Valley Peninsula Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx7 |
rbc*********@r**.com |
5.02 |
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14812 |
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16000 |
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ePlanet Capital US Advisors, Inc. |
99 S Almaden Blvd #600, San Jose, CA 95113 |
|
40823xxxx0 |
aat*****@e*************.com |
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Evans Wealth Management Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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Genstar Capital LLC |
4 Embarcadero Ctr Ste 1900, San Francisco, CA 94111 |
|
41583xxxx0 |
aau***@g*****.com |
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Harris Private Wealth |
1735 N First St #301, San Jose, CA 95112 |
|
40854xxxx0 |
cha****@h******************.com |
5 |
1 |
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Thrive Wealth Solutions LLC |
1798 Technology Dr STE 178, San Jose, CA 95110 |
|
40828xxxx8 |
inf*@t*************.com |
5 |
1 |
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Freeze Strategic Initiatives, LLC |
123 E San Carlos St #252, San Jose, CA 95112 |
|
21391xxxx2 |
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Cetera Wealth Partners is a region of Cetera Advisor Networks LLC |
31 E Julian St, San Jose, CA 95112 |
|
40824xxxx2 |
mka*******@c***********.com |
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Pacific Harbor Travel Inc |
519 Seabright Ave Ste 201, Santa Cruz, CA 95062 |
|
83142xxxx0 |
cde*******@p********.com |
5 |
2 |
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Encore Consumer Capital |
111 Pine St Ste 1825, San Francisco, CA 94111 |
|
41529xxxx0 |
che*@e********************.com |
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AlphaX RE Capital |
97 Boston Ave, San Jose, CA 95128 |
|
81881xxxx8 |
inf*@a*************.com |
5 |
2 |
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Alex Rue Insurance Agency |
Serving theSan Jose Area |
|
91690xxxx4 |
ale*@a******.com |
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5 |
1 |
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Triumph Investment Group |
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40848xxxx9 |
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Wells Fargo Home Mortgage |
645 E Calaveras Blvd Milpitas, CA 95035 |
|
40863xxxx0 |
hos*******@w*********.com |
1 |
2 |
1.2 |
116 |
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Maximus Value Capital Partners |
690 Saratoga Ave, San Jose, CA 95129 |
|
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dsr@m***********.com |
5.02 |
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Private Equity Firm |
260 Sheridan Ave, Palo Alto, CA 94306 |
|
65023xxxx6 |
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Farmers Insurance Group |
2480 N 1st St Ste 160, San Jose, CA 95131 |
|
40823xxxx0 |
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Lucia Capital Group - San Jose |
2033 Gateway Pl #574, San Jose, CA 95110 |
|
80064xxxx0 |
afr******@l*******.com |
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622 |
23 |
691 |
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DPA Law Pc |
1100 Lincoln Ave Ste 386 San Jose, CA 95125 |
|
40830xxxx0 |
dre*@d*********.com |
5 |
13 |
5 |
9 |
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Sequoia Wealth Advisors and Invesment Management, Inc. |
99 Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
5 |
2 |
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249 |
4 |
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Merrill Lynch Wealth Management |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
bro*********@m*.com |
5 |
1 |
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Corinthian Wealth Management |
1625 The Alameda UNIT 308, San Jose, CA 95126 |
|
40899xxxx5 |
c18*****************************@s*****.wixpress |
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22 |
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24 |
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Francisco Partners |
1 Letterman Dr, San Francisco, CA 94129 |
|
41541xxxx0 |
abc*******@f****************.com |
2.3 |
3 |
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Morgan / Chapman Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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ZNZ Capital Private LLC |
4260 Albany Dr, San Jose, CA 95129 |
|
70778xxxx6 |
con****@z*********.com |
5.01 |
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Valerie Nguyen - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40831xxxx1 |
aab****@b************.com |
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40844 |
177 |
41000 |
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The Portola Group |
3150 Almaden Expy #233, San Jose, CA 95118 |
|
65085xxxx0 |
dav**@p***********.com |
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JTC |
99 Almaden Boulevard, Ste. 875 95113 San Jose |
|
|
aam****@j*******.com |
|
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|
4.6 |
17 |
5752 |
47 |
5900 |
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OptionAgent |
18 S Second St, San Jose, CA 95113 |
|
84446xxxx4 |
inf*@o**********.com |
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Leavitt Pacific Insurance Brokers |
1570 The Alameda Suite 101, San Jose, CA 95126 |
|
66999xxxx4 |
aar***********@l******.com |
5 |
100 |
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Law Office of Walter Hammon |
75 E Santa Clara St Ste 1400 San Jose, CA 95113 |
|
40899xxxx0 |
|
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2.7 |
15 |
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Farmers Insurance - Irma Delgado |
11 W 1st St, Morgan Hill, CA 95037 |
|
40877xxxx2 |
ape****@f***********.com |
|
2 |
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19 |
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A Carvalho Insurance Agency |
1648 Alum Rock Ave Ste A, San Jose, CA 95116 |
|
40872xxxx0 |
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Gerdts Investment Group of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
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40827xxxx4 |
aar************@r***********.com |
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17178 |
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Brian T Franklin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx3 |
acm***********@m************.com |
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Altamont Capital Partners |
400 Hamilton Ave Ste 230, Palo Alto, CA 94301 |
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65026xxxx0 |
aba*****@b*************.com |
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6 |
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5 |
1 |
VIAM Capital LLC. |
2189 Monterey Hwy, San Jose, CA 95125 |
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The 225 Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx0 |
acm***********@m************.com |
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Buckingham Wealth Partners |
10 S Almaden Blvd 15th Floor, San Jose, CA 95113 |
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80036xxxx6 |
adm**@b****************.com |
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456 |
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485 |
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U.S. Bancorp Investments - Financial Advisors: Adam Perez |
1399 Foxworthy Ave, San Jose, CA 95118 |
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40897xxxx8 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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Toste & Associates Insurance |
738 N 1st St Ste 210, San Jose, CA 95112 |
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40827xxxx6 |
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Race Street Tax Services |
173 N Morrison Ave, San Jose, CA 95126 |
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40829xxxx3 |
d_j@r******.com |
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Copper Beech Tree Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx6 |
acm***********@m************.com |
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The Fernandez Group Investment Company |
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88889xxxx6 |
ant***@t****************.com |
5 |
2 |
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Silver Lake |
2775 Sand Hill Rd Ste 100, Menlo Park, CA 94025 |
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65023xxxx0 |
a@s*********.com |
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4 |
1 |
Stifel |
550 S Winchester Blvd #500, San Jose, CA 95128 |
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40898xxxx1 |
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4777 |
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5200 |
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The Guimarin Shephard Tan Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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Lina’s Tax Team |
69 E Hamilton Ave, Campbell, CA 95008 |
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40886xxxx0 |
ela***@f*********.com |
4.4 |
7 |
4.6 |
100 |
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35 |
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41 |
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Global Tax Advisers |
940 Saratoga Ave Ste 220 San Jose, CA 95129 |
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40866xxxx7 |
inf*@g****************.com |
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3.8 |
5 |
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Voyage Capital |
255 N Market St Suite 275, San Jose, CA 95110 |
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1.01 |
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Rockpoint |
1 Bush St Ste 1450, San Francisco, CA 94104 |
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41543xxxx0 |
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Century Park Capital Partners |
750 Menlo Ave Ste 200, Menlo Park, CA 94025 |
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65032xxxx6 |
a.z*****@c*****************.com |
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The Noesis Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
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Walden Venture Capital |
750 Battery St Ste 700, San Francisco, CA 94111 |
|
41539xxxx5 |
art@w*******.com |
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499 |
13 |
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Ruth Barron - State Farm Insurance Agent |
5251 Stevens Creek Blvd, Santa Clara, CA 95051 |
|
40856xxxx0 |
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5 |
6 |
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Excel Trust Deed Investments |
1314 Lincoln Ave #2A, San Jose, CA 95125 |
|
40856xxxx0 |
adm**@e*******.com |
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Dali & Krow Staffing |
Brewster St, Redwood City, CA |
|
65092xxxx2 |
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5 |
1 |
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The Dwyer Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
83144xxxx7 |
acc**********@m************.com |
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Dev LLC |
4701 Patrick Henry Dr Bldg 25, Santa Clara, CA 95054 |
|
80021xxxx3 |
hel**@d**.llc |
3.45 |
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Cavallino Fund, LLC |
111 N Market St, San Jose, CA 95113 |
|
40833xxxx6 |
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Firsthand Capital Management |
150 Almaden Blvd, San Jose, CA 95113 |
|
40829xxxx0 |
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1 |
1 |
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Bain Capital Ventures |
524 Hamilton Ave, Palo Alto, CA 94301 |
|
65079xxxx0 |
a.j*******@b**********.com |
3.4 |
5 |
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Daulat |
30920 Huntwood Ave Ste 203 Hayward, CA 94544 |
|
34787xxxx5 |
ric*@d******.com |
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2567 |
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2900 |
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Weller O'Brien Insurance |
1302 Lincoln Ave Ste 206, San Jose, CA 95125 |
|
40897xxxx1 |
bi**@w**************.com |
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Tom Equity Partners |
1551 McCarthy Blvd STE 105, Milpitas, CA 95035 |
|
80021xxxx3 |
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5.01 |
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Alpha Cubed Investments, LLC |
100 Century Center Ct King, San Jose, CA 95112 |
|
87772xxxx9 |
alp**@a********************.com |
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UnitedHealthcare |
Serving theSan Jose Area |
|
85582xxxx2 |
aar************@u**.com |
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Silicon Valley Investment Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx1 |
abc***@u**.com |
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Whitaker Financial Services |
1276 Lincoln Ave Ste 107, San Jose, CA 95125 |
|
40828xxxx0 |
fah*@w*********.com |
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216 |
7 |
203 |
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Pacific Insurance |
1674 Story Rd, San Jose, CA 95122 |
|
40892xxxx0 |
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Campbell Edward E Realtor & Associates |
1720 Ocala Ave B, San Jose, CA 95122 |
|
40825xxxx0 |
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4 |
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Wealthstone Asset Management Group of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40853xxxx5 |
aar************@r***********.com |
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17179 |
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TTP Investments |
1978 The Alameda, San Jose, CA 95126 |
|
40887xxxx9 |
har***@t**************.com |
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City Force Development Group, Inc. |
2033 Gateway Pl Suite 250, San Jose, CA 95110 |
|
51096xxxx0 |
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Financial Journey Partners |
101 Metro Dr Suite 264, San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
5 |
2 |
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85 |
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97 |
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IVP |
747 Front St Ste 100, San Francisco, CA 94111 |
|
41543xxxx0 |
bsc*****@i**.com |
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Farmers Insurance |
1190 Saratoga Ave Ste 200, San Jose, CA 95129 |
|
40845xxxx0 |
aar**********@f******.com |
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City Force Development Group, Inc. |
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Silicon Valley Capital Partners |
1731 Technology Dr #810, San Jose, CA 95110 |
|
40823xxxx0 |
chr**@s***.com |
5 |
1 |
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Firsthand Technology Value Fund |
150 Almaden Blvd #1250, San Jose, CA 95113 |
|
40888xxxx6 |
mir*****@f***********.com |
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Young Craig & Co |
2570 W El Camino Real Ste 150 Mountain View, CA 94040 |
|
65020xxxx0 |
39b*************************************@w*****************.com |
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3 |
6 |
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Dave Molinari Farmers Insurance Agent |
San Jose, CA 95119 |
|
40897xxxx1 |
aal***@f***********.com |
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19 |
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FIG Capital |
1091 Lincoln Ave, San Jose, CA 95125 |
|
40829xxxx0 |
dhc*****@f*********.com |
5 |
2 |
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Jenna Hung - CLOSED |
1180 Murphy Ave, San Jose, CA 95131 |
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3P Equity Partners, LLC |
3031 Tisch Way #130, San Jose, CA 95128 |
|
40898xxxx0 |
inf*@3*******.com |
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Dodge & Cox |
555 California St Ste 4000, San Francisco, CA 94104 |
|
41598xxxx0 |
all**********@d**********.com |
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3 |
11 |
Bradford Brown Financial & Insurance Services |
1731 Technology Dr Ste 400, San Jose, CA 95110 |
|
40845xxxx5 |
dwy************@p****.dreamhost |
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4.5 |
11 |
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California Southwestern Ins |
871 Coleman Ave, San Jose, CA 95110 |
|
83147xxxx6 |
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AAA Insurance |
5120 Stevens Creek Blvd, San Jose, CA 95129 |
|
80065xxxx9 |
aaa************@n*******.aaa |
4.5 |
634 |
|
|
3.6 |
702 |
201101 |
268 |
201000 |
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VentureTech Alliance |
2851 Junction Ave #101, San Jose, CA 95134 |
|
88636xxxxx0 |
cch**@v*********.com |
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|
Casey Galdieri - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
|
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Solutions Wealth Management |
1777 Hamilton Ave #1040, San Jose, CA 95125 |
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40862xxxx8 |
jon**********@l**.com |
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U.S. Bancorp Investments - Financial Advisors: San Jose |
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Battery Ventures |
260 Townsend St Ste 7, San Francisco, CA 94107 |
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41542xxxx0 |
aau*****@b******.com |
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Willow Street Insurance |
3126 Story Rd, San Jose, CA 95127 |
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40827xxxx5 |
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Audax Private Equity |
4 Embarcadero Ctr, San Francisco, CA 94111 |
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65025xxxx0 |
ach***@a*****************.com |
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The Seay Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx0 |
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Misawa/St. Claire- Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx0 |
acc**********@m************.com |
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The Cymrot Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx6 |
acc**********@m************.com |
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Pace Wealth Management Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx2 |
car*********@r**.com |
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Tickmark Business Services |
San Jose, CA 95129 |
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40887xxxx5 |
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Jason Silva - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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Sverica International |
44 Montgomery St Ste 3000, San Francisco, CA 94104 |
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41524xxxx6 |
ali**@s******.com |
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Investment House LLC |
1515 Lincoln Ave, San Jose, CA 95125 |
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40828xxxx3 |
joa***@y******************.com |
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Rita Rothstein - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx1 |
acm***********@m************.com |
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Global Wealth Partners, Inc. |
1764 The Alameda, San Jose, CA 95126 |
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40823xxxx0 |
ama****@g**********************.com |
5 |
1 |
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5 |
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35 |
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Salt Creek Capital Management |
726 Morgan Pl Los Altos, CA 94024 |
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65038xxxx0 |
and***@s***********.com |
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David A Heiman - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx2 |
acm***********@m************.com |
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Business & Escrow Service Center |
3031 Tisch Way, San Jose, CA 95128 |
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84435xxxx2 |
cur***@b**************.net |
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The Castaneda Sargenti Wealth Management Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx1 |
phi*************@r**.com |
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The Pacific Coast Aspire Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx9 |
acc**********@m************.com |
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Needham Co. |
3000 Sand Hill Rd Menlo Park, CA 94025 |
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65085xxxx1 |
aan******@n********.com |
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Riverwood Capital |
70 Willow Rd Ste 100, Menlo Park, CA 94025 |
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65061xxxx0 |
agn**@r***************.com |
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4.5 |
3 |
SV San Jose Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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JPG Wealth Solutions Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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Sevimli Capital |
1055 E Brokaw Rd #30, San Jose, CA 95131 |
|
40830xxxx0 |
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Accent Capital Partners |
1 Embarcadero Ctr Ste 1540, San Francisco, CA 94111 |
|
41598xxxx0 |
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HGGC |
1950 University Ave, Palo Alto, CA 94303 |
|
65032xxxx0 |
aal******@h***.com |
5 |
3 |
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Rothstein Michaels Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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C2 Financial Corporation - Shawn Sidhu |
99 Almaden Blvd Ste 600 San Jose, CA 95113 |
|
40861xxxx1 |
sha**@s*************.com |
4.9 |
104 |
4.9 |
148 |
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515 |
12 |
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5 Star Capital, LLC |
1939 Monterey Hwy #3, San Jose, CA 95112 |
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65039xxxx8 |
ang*************@g****.com |
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Vista Equity Partners |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41576xxxx0 |
aa@v******************.com |
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454 |
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639 |
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Ron Chapman - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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Darrell Dukes Insurance Associates |
1156 N 4th St, San Jose, CA 95112 |
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40828xxxx0 |
ser****@d********************.com |
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Jason O St. Claire - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx9 |
acm***********@m************.com |
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Atlantida Insurance Services |
5304 Monterey Hwy, San Jose, CA 95111 |
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40836xxxx3 |
434*************************************@w*****************.com |
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SAVenterprise |
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40832xxxx9 |
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22 North Inc |
14856 Holden Way, San Jose, CA 95124 |
|
40885xxxx5 |
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1 |
1 |
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Huntington Insurance Agency |
1155 Meridian Ave, San Jose, CA 95125 |
|
40826xxxx0 |
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Shashi Bhagat - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx8 |
acm***********@m************.com |
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SelectQuote Senior |
Serving theSan Jose Area |
|
87721xxxx7 |
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3 |
2 |
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Kruger Rolf D, Attorney At Law |
120 B Santa Margarita Ave Menlo Park, CA 94070 |
|
65028xxxx0 |
ale********@f******.com |
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4.2 |
18 |
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