| SJSU Financial Management Association |
Business Tower Office No. 850, One Washington Square, San Jose, CA 95192 |
|
40892xxxx0 |
cre********************@g****.com |
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| David Foreman - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx5 |
acm***********@m************.com |
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| Marcum LLP |
111 W St John St #515, San Jose, CA 95113 |
|
66923xxxx0 |
aar*******@m********.com |
5 |
1 |
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4.4 |
97 |
22626 |
223 |
22000 |
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| Deloitte |
225 W Santa Clara St #600, San Jose, CA 95113 |
|
40870xxxx0 |
ada*******@w***.deloitte |
2.4 |
37 |
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558417 |
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15 |
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| Merrill Lynch Financial Advisor Chris Milner |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ale*********@m*.com |
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| Laura Jarrell - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx1 |
acc**********@m************.com |
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| Merrill Investment & Retirement Financial Center |
5710 Cottle Rd, San Jose, CA 95123 |
|
40882xxxx2 |
and***********@m*.com |
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| Merrill Lynch Wealth Management |
50 W San Fernando St Ste 1600, San Jose, CA 95113 |
|
40828xxxx0 |
aas***********@m*.com |
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| Craig Cymrot - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
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| Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alf***********@a***.com |
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128 |
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| Silicon Valley Financial Group |
950 S Bascom Ave #2112, San Jose, CA 95128 |
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40828xxxx0 |
bec**@s***.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Mojgan Mohammadi |
560 S Winchester Blvd #600, San Jose, CA 95128 |
|
40826xxxx3 |
ann********@m*.com |
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| David Lucas - Raymond James |
150 S Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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17485 |
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18000 |
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| Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
rbc*********@r**.com |
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14777 |
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16000 |
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| The Skyline Wealth Management Group - Morgan Stanley |
225 W Santa Clara St Ste 900, San Jose, CA 95113 |
|
40894xxxx3 |
acm***********@m************.com |
3 |
2 |
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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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| WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
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169 |
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167 |
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| Pantheon Wealth Planning |
1798 Technology Dr Suite 200, San Jose, CA 95110 |
|
40840xxxx2 |
inf*@p*********.com |
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90 |
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89 |
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| Merrill Lynch Financial Advisor Paul J Lukas |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
3 |
2 |
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| Financial Rescue LLC |
99 S Almaden Blvd #600, San Jose, CA 95113 |
|
87797xxxx7 |
ang*****@f*****************.com |
4.7 |
453 |
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33048 |
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33000 |
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| RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40829xxxx2 |
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5 |
2 |
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| Merrill Lynch Financial Advisor Michael D McKay |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
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| Maria D Boisvert - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx1 |
wms**********@r**.com |
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14777 |
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16000 |
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| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
4.5 |
2 |
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200 |
4 |
202 |
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| Merrill Lynch Financial Advisor King Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ale*********@m*.com |
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| Artesian Wealth Solutions |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40862xxxx4 |
ann********@l**.com |
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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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| Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
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| Merrill Investment & Retirement Financial Center |
5615 Snell Ave, San Jose, CA 95123 |
|
40828xxxx0 |
and***********@m*.com |
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| BDO |
300 Park Ave #900, San Jose, CA 95110 |
|
40827xxxx0 |
aab*******@b**.com |
3 |
3 |
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7868 |
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8200 |
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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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| Silicon Valley Wealth Advisors, LLC |
3190 S Bascom Ave #210, San Jose, CA 95124 |
|
40868xxxx8 |
chr**@s**********.com |
3.4 |
5 |
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5389 |
47 |
5500 |
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| Merrill Lynch Financial Advisor Julie Marie Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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| Transitions Wealth Advisors |
1100 Lincoln Ave, San Jose, CA 95125 |
|
40835xxxx2 |
joh*@t************************.com |
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| Merrill Investment & Retirement Financial Center |
971 Blossom Hill Rd, San Jose, CA 95123 |
|
40882xxxx0 |
and***********@m*.com |
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| The Alameda Financial Group |
1541 The Alameda, San Jose, CA 95126 |
|
40821xxxx0 |
all*@a********************.com |
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| Sami Najafi Shaeghi - Wealth Financial Advisor |
50 W San Fernando St Suite 275, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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| Merrill Lynch Financial Advisor Aaron Grant |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx7 |
agr****@m*.com |
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| Edward Jones - Financial Advisor: Tevin Mercer |
1625 The Alameda #601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
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|
87358 |
|
99000 |
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| Sierra Pacific Wealth Management |
11121 Chula Vista Ave, San Jose, CA 95127 |
|
40821xxxx7 |
ben*******@s**************.com |
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| Moran~Namm Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx5 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Kevin 'Johnny' Chen |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ban********************@m*.com |
3.52 |
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| West Valley Peninsula Group |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx4 |
rbc*********@r**.com |
5.02 |
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|
12386 |
|
14000 |
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| Edgar Law Group, LLP |
675 N First St SUITE # 675 6th Floor, San Jose, CA 95112 |
|
40827xxxx0 |
chu*****@e************.com |
5 |
9 |
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| Tone Tran - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40830xxxx9 |
3d@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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| BetterWealth |
1475 Saratoga Ave #200, San Jose, CA 95129 |
|
40865xxxx0 |
and***@b***********.us |
5 |
1 |
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| Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
amb****************@a***.com |
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63 |
4 |
62 |
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| Jay Larrick - BancWest Investment Services Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40864xxxx8 |
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| Meriwest Credit Union |
5615 Chesbro Ave, San Jose, CA 95123 |
|
87763xxxx7 |
ace*******@m*******.com |
3.7 |
66 |
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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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| Merrill Lynch Financial Advisor Martin Hsu |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ann********@m*.com |
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| LTC Financial Partners |
5855 Pala Mesa Dr, San Jose, CA 95123 |
|
40879xxxx0 |
amy********@l****.com |
|
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|
335 |
|
362 |
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| Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
deb***************@a***.com |
|
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|
88 |
|
90 |
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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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| Merrill Lynch Financial Advisor Salvatore L Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx2 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Maureen M Fong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ale*********@m*.com |
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| Allworth Financial |
2105 S Bascom Ave Suite 255, Campbell, CA 95008 |
|
40840xxxx9 |
bil***********@a****************.com |
3.5 |
2 |
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5377 |
47 |
5500 |
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| UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx0 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Namrata Agrawal |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
ann********@m*.com |
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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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| Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC |
333 W Santa Clara St, San Jose, CA 95113 |
|
40855xxxx0 |
dns*****@a***.com |
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132679 |
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134000 |
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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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| Clark Morgan - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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| Ting O’Connor Private Wealth - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40891xxxx8 |
abc*******@u**.com |
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| Armanino LLP - San Jose |
50 W San Fernando St #500, San Jose, CA 95113 |
|
40820xxxx0 |
bra********@a*******.com |
5 |
2 |
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4.9 |
72 |
2248 |
308 |
2300 |
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| Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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| David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
arn**********@a***.com |
5 |
1 |
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93 |
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98 |
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| U.S. Bank – Wealth Management Banker: Yung Le |
1399 Foxworthy Ave, San Jose, CA 95118 |
|
20677xxxx3 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor Timothy J Mosley |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Shayne Fleming |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx9 |
ann********@m*.com |
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| Dynamic Wealth Strategies, LLC |
1530 The Alameda #305, San Jose, CA 95126 |
|
40891xxxx9 |
baf*****************************@s*****.wixpress |
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30 |
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| NOW CFO |
101 W Santa Clara St, San Jose, CA 95113 |
|
87788xxxx2 |
aal***@n*****.com |
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4.5 |
20 |
946 |
6 |
1000 |
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| SageView Advisory Group |
2060 The Alameda, San Jose, CA 95126 |
|
40834xxxx0 |
acc*******@s***************.com |
5 |
1 |
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150 |
6 |
158 |
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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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| Evergreen Wealth Advisory Group, LLC |
101 Metro Dr, San Jose, CA 95110 |
|
86627xxxx1 |
joh*@e***********.com |
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| Sequoia Wealth Advisors and Invesment Management, Inc. |
99 S Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
5 |
2 |
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258 |
4 |
270 |
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| Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC |
1 S Almaden Blvd #810, San Jose, CA 95113 |
|
40821xxxx2 |
ale****************@a***.com |
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| Julius Agbonbhase - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
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| Brad Baron - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Wealthstone Asset Management Group of Raymond James |
5448 Thornwood Dr Suite 102, San Jose, CA 95123 |
|
40888xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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| Merrill Lynch Wealth Management |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
3d@l****.ml |
5 |
1 |
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| Meriwest Wealth Advisors |
5615 Chesbro Ave, San Jose, CA 95123 |
|
40886xxxx2 |
ace*******@m*******.com |
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4.1 |
95 |
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3700 |
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| Ameriprise Financial |
1 S Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Lyle J Smith |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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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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| WealthPLAN, PC |
1960 The Alameda Suite 185, San Jose, CA 95126 |
|
40891xxxx0 |
dld********@w*********.com |
3.7 |
3 |
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109 |
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108 |
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| Hendershott Wealth Management |
2025 Gateway Pl Suite 405, San Jose, CA 95110 |
|
87756xxxx8 |
adv*****@h****************.com |
5 |
1 |
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| Morgan / Chapman Group |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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| David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 S Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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166 |
|
160 |
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| CBIZ |
160 W Santa Clara St #450, San Jose, CA 95113 |
|
40879xxxx0 |
aan*****@c***.com |
2 |
1 |
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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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3.2 |
1063 |
98496 |
1593 |
99000 |
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| Wealth Management Associate - U.S. Bancorp Investments: Annie Mai |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40822xxxx1 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor Rosario M Oliveri |
560 S Winchester Blvd #500, San Jose, CA 95128 |
|
40855xxxx6 |
ale*********@m*.com |
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| Gary Sargenti - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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| Lincoln Financial Securities |
1042 W Hedding St # 241, San Jose, CA 95126 |
|
40898xxxx9 |
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| New Assets Investment Advisors LLC |
1525 McCarthy Blvd #1083, Milpitas, CA 95035 |
|
40852xxxx8 |
kyg*****@w******************.com |
5 |
2 |
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| Charles Schwab |
30 S 1st St, Campbell, CA 95008 |
|
40834xxxx0 |
fra***********@s*****.com |
2.8 |
16 |
|
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| Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
and**********@a***.com |
5 |
1 |
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| Comerica Bank |
333 W Santa Clara St, San Jose, CA 95113 |
|
40855xxxx0 |
aay****@c*******.com |
3.2 |
13 |
|
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|
13191 |
1076 |
14000 |
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| DJM Capital Partners |
60 S Market St # 1120, San Jose, CA 95113 |
|
40827xxxx6 |
abr****@d*********.com |
5 |
1 |
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| Leal Financial Planning |
900 E Hamilton Ave #100, Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
5 |
4 |
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| Wayne Cymrot - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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| Integrated Wealth Management |
1226 Lincoln Ave Ste 200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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354 |
19 |
357 |
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4.5 |
2 |
| John Clay - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx8 |
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| Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
ama*********@a***.com |
|
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201 |
2 |
202 |
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| Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Adela Lee |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
aar**********@s*****.com |
|
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| Gerdts Investment Group of Raymond James |
150 S Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
|
|
|
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|
17485 |
|
18000 |
|
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| Merrill Lynch Financial Advisor Jitian Tan |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ari*********@m*.com |
|
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| Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx7 |
ale*********@m*.com |
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| Werba Rubin Papier | WRP Wealth |
1732 N First St St #220, San Jose, CA 95112 |
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40854xxxx3 |
aru***@w********.com |
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| Merrill Lynch Financial Advisor William M Lloyd |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx6 |
ale*********@m*.com |
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| GHJ |
50 W San Fernando St ste 1350, San Jose, CA 95113 |
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40827xxxx0 |
aan****@g**********.com |
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5 |
22 |
367 |
62 |
397 |
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| Brian T Franklin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx3 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor John R Kettmann |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx5 |
ban********************@m*.com |
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| Flagstar Private Banking |
111 W St John St Suite 1120, San Jose, CA 95113 |
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40899xxxx3 |
aar********@f*******.com |
1.6 |
7 |
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| Technology Wealth Management |
2010 N First St #500, San Jose, CA 95131 |
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| Merrill Lynch Financial Advisor Steven C Nieto |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ann********@m*.com |
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| Wachter Investments Inc |
San Jose, CA 95112 |
|
40828xxxx0 |
bor***@q*********.com |
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| The 225 Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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| Landmark Wealth Management Group- San Jose |
2021 The Alameda STE 390, San Jose, CA 95126 |
|
40898xxxx7 |
bjo*********@l*************.com |
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374 |
7 |
588 |
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| Buckingham Wealth Partners |
10 S Almaden Blvd 15th Floor, San Jose, CA 95113 |
|
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 |
|
40897xxxx8 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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| Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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132803 |
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134000 |
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| Fidelity Investments |
851 E Hamilton Ave Suite 100, Campbell, CA 95008 |
|
80054xxxx0 |
aar********@f*******.com |
4 |
26 |
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329113 |
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353000 |
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| Copper Beech Tree Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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| Flournoy Wealth Management |
1165 Lincoln Ave, San Jose, CA 95125 |
|
40827xxxx0 |
pam*********@l**.com |
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189 |
5 |
191 |
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| Emilio de Sousa - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
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| Legacy Wealth Advisors, LLC |
2001 Gateway Pl Ste 600W, San Jose, CA 95110 |
|
40845xxxx0 |
inf*@l*****.com |
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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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| James Park - Branch Manager, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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| Kris Sorensen - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
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| Mark Haq - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40891xxxx0 |
abc*******@u**.com |
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| Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ |
2280 Lincoln Ave Suite 100, San Jose, CA 95125 |
|
40844xxxx6 |
a.j*********@e**********.com |
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87358 |
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99000 |
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| Provident Credit Union (San Jose Community Branch) |
1705 E Capitol Expy #20, San Jose, CA 95121 |
|
40853xxxx8 |
aal*******@p**********.org |
3.7 |
33 |
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5913 |
89 |
5800 |
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| Vander Zwaag Financial, Inc. |
3880 S Bascom Ave #210, San Jose, CA 95124 |
|
40854xxxx0 |
adm**@v**********.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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| Transitions Wealth Advisors |
1100 Lincoln Ave #241, San Jose, CA 95125 |
|
40835xxxx2 |
jsm***@t************************.com |
5 |
1 |
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| Statherós Financial Solutions |
2107 N First St #415, San Jose, CA 95131 |
|
40887xxxx0 |
hxx***********@s*****************.com |
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| Tom Cochran - BancWest Investment Services Wealth Financial Advisor |
3081 McKee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Merrill Lynch Financial Advisor Eric Weitz |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.com |
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| Falcon Wealth Planning |
2570 N First St Suite 200, San Jose, CA 95131 |
|
85596xxxx6 |
ama***@f*******************.com |
4.7 |
14 |
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| Ruby Lin - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
65060xxxx1 |
blu********@r**.com |
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| Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
5 |
3 |
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169 |
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169 |
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| Edelman Financial Engines |
3945 Freedom Cir #950, Santa Clara, CA 95054 |
|
83375xxxx3 |
aar*******@e**********************.com |
4.5 |
2 |
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18780 |
20 |
20000 |
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| Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
bno***@a***.com |
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| Gateway Financial Advisors - Brian Lombardo, CFP, CPA |
2570 N First St Suite 200, San Jose, CA 95131 |
|
40872xxxx0 |
adm*****@g*************.com |
5 |
1 |
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| Kathryn Calderon - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40848xxxx3 |
aab****@b************.com |
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3.2 |
1062 |
98499 |
1591 |
99000 |
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| Todd Ferreira - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx4 |
amb****************@a***.com |
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63 |
4 |
62 |
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| C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx0 |
abc*******@u**.com |
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| Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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| Private Wealth Financial Partners |
2105 S Bascom Ave #300, Campbell, CA 95008 |
|
40887xxxx7 |
pwf********@l**.com |
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| Cavallino Fund, LLC |
111 N Market St, San Jose, CA 95113 |
|
40833xxxx6 |
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| Jim Galindo - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
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| Onesta Wealth Management, LLC |
900 E Hamilton Ave, Campbell, CA 95008 |
|
40878xxxx8 |
bri***********@f************.com |
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5 |
6 |
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40 |
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| Pesta & Pesta Wealth Management |
20370 Town Center Ln Suite 254, Cupertino, CA 95014 |
|
40822xxxx0 |
joh*@p************.com |
5 |
9 |
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| Justin Parkhurst - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
41544xxxx0 |
rbc*********@r**.com |
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| Emily Van Hoorickx - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc*******@u**.com |
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| Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
3d@l****.ml |
3.5 |
2 |
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| Merrill Lynch Financial Advisor Vivek V Thoppay |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx9 |
ann********@m*.com |
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| Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC |
1 S Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx6 |
dns*****@a***.com |
5 |
1 |
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| Tozer Wealth Management |
1610 Blossom Hill Rd, San Jose, CA 95124 |
|
80545xxxx6 |
toz***@c*************.com |
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59 |
|
63 |
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| Firsthand Capital Management |
150 S Almaden Blvd, San Jose, CA 95113 |
|
40829xxxx0 |
|
1 |
1 |
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| Don Woo - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx8 |
don****@r**.com |
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| Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
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40896xxxx7 |
del***@s***************.com |
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| MLP Tax & Financial Services Inc |
101 Metro Dr # 650, San Jose, CA 95110 |
|
40845xxxx0 |
aha*****@m***********.com |
5 |
1 |
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| Wealth Strategies Group |
225 W Santa Clara St, San Jose, CA 95113 |
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40835xxxx3 |
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| Carlton Pace - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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| Lucie Honosutomo - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
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14777 |
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16000 |
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| Concentrum Wealth Management |
353 Piercy Rd, San Jose, CA 95138 |
|
40884xxxx0 |
gle********@c***************.com |
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153 |
3 |
146 |
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| Marshall Wealth Management Group |
634 N Santa Cruz Ave #114, Los Gatos, CA 95030 |
|
40839xxxx0 |
con****@n******.com |
4 |
4 |
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782 |
36 |
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| Merrill Lynch Financial Advisor Daryl W Dehn |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
aar**********@s*****.com |
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| David Henderson |
5444 Thornwood Dr, San Jose, CA 95123 |
|
40897xxxx5 |
d.h********@w****************.net |
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| Vertex Wealth Management |
640 W California Ave Suite 210, Sunnyvale, CA 94086 |
|
65081xxxx6 |
dom***@e***********.com |
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| Investy Financial Services |
919 Story Rd #1200, San Jose, CA 95122 |
|
40885xxxx8 |
inf*@i********.com |
5 |
20 |
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| NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
dns*****@a***.com |
1 |
2 |
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63 |
4 |
62 |
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| Flournoy Wealth Management |
1165 Lincoln Ave #330, San Jose, CA 95125 |
|
40827xxxx0 |
xx@f***********************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Dahn Lincoln |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx3 |
ale*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Brandon Picone |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ban********************@m*.com |
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| Utopia Property Management | San Jose, CA |
2033 Gateway Pl 5th Floor, San Jose, CA 95110 |
|
40834xxxx1 |
aar**@u***************.com |
4.8 |
29 |
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6533 |
104 |
6500 |
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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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| Caprock |
1100 Lincoln Ave #353, San Jose, CA 95125 |
|
40862xxxx3 |
adm**@c******.com |
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| Merrill Lynch Financial Advisor Mengxiao Shan |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40826xxxx0 |
ale*********@m*.com |
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| Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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355 |
19 |
357 |
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| The Blue Jade Wealth Management Group |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx3 |
blu********@r**.com |
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| Adam Ward - Financial Advisor, Ameriprise Financial Services, LLC |
1 S Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx9 |
ada********@a***.com |
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| Nicholas Hunt - Ameriprise |
1 S Almaden Blvd #810, San Jose, CA 95113 |
|
41572xxxx3 |
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| National Eagle LLC |
124 E Santa Clara St suite B, San Jose, CA 95113 |
|
80061xxxx5 |
inf*@n************.com |
5 |
1 |
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133 |
|
141 |
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| Heart of the Valley Wealth Advisors - Thrivent |
2021 The Alameda STE 140, San Jose, CA 95126 |
|
40821xxxx4 |
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| Merrill Lynch Financial Advisor Mason McKown |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx5 |
ale*********@m*.com |
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| ACE Cash Express |
456 E Hedding St, San Jose, CA 95112 |
|
40894xxxx2 |
aal*****@a*************.com |
4.8 |
355 |
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40543 |
779 |
40000 |
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| Philip T Castaneda - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
wms**********@r**.com |
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|
14777 |
|
16000 |
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| James Mann - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc*******@u**.com |
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| Merrill Investment & Retirement Financial Center |
4075 Evergreen Village Square #170, San Jose, CA 95135 |
|
40882xxxx0 |
and***********@m*.com |
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| NF Wealth Management - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
amb***************@a***.com |
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63 |
4 |
62 |
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| Castaneda-Sargenti-Pace Wealth Management Group |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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| TTP Investments |
1978 The Alameda, San Jose, CA 95126 |
|
40887xxxx9 |
har***@t**************.com |
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| Crescent Capital Planning |
2033 Gateway Pl #561, San Jose, CA 95110 |
|
40835xxxx5 |
hel**@c*********.com |
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| CompuTax Services San Jose |
1340 Tully Rd #314, San Jose, CA 95122 |
|
40828xxxx3 |
c18*****************************@s*****.wixpress |
4.2 |
5 |
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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 |
|
97 |
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| Cambridge Investment Research |
1754 Technology Dr STE 133, San Jose, CA 95110 |
|
40897xxxx0 |
bra*********@s****.com |
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| Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx9 |
amy*****@a***.com |
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|
132679 |
|
134000 |
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| Alpha Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx6 |
abc***@u**.com |
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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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| Hynek Financial Adviser's |
333 W Santa Clara St # 606, San Jose, CA 95113 |
|
40899xxxx0 |
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| James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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| Yoshihara Financial Group |
161 Jackson St # 210, San Jose, CA 95112 |
|
40828xxxx0 |
mic****@y*****************.com |
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| Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
arn**********@a***.com |
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93 |
|
97 |
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| U.S. Bancorp Investments - Financial Advisors: San Jose |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40835xxxx8 |
aar************@u*****.com |
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|
345437 |
5414 |
348000 |
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| David Gambelin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx1 |
acc**********@m************.com |
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| Pacific Capital Wealth Management |
2055 Junction Ave Ste 235, San Jose, CA 95131 |
|
40890xxxx0 |
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| DWR Wealth Management LLC |
1884 The Alameda, San Jose, CA 95126 |
|
40826xxxx0 |
rex@d*********.com |
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| Frank, Rimerman + Co. LLP |
60 S Market St, San Jose, CA 95113 |
|
40827xxxx6 |
aa@f************.com |
5 |
2 |
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| Caruso Family Financial Advisors LLC |
4990 Speak Ln # 280, San Jose, CA 95118 |
|
40844xxxx6 |
use*@d*****.com |
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| Heckman Financial & Insurance Services Inc-HFIS |
333 W Santa Clara St 6th Floor, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
|
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|
100 |
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| Wells Fargo Private Bank |
225 W Santa Clara St UNIT 1400, San Jose, CA 95113 |
|
40894xxxx0 |
aar**********@w*********.com |
4.3 |
3 |
|
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|
154280 |
|
11 |
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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
|
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42 |
|
48 |
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|
| Young & Lucero Wealth Consulting Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx8 |
abc*******@u**.com |
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|
| Bank of America (with Drive-thru ATM) |
1707 E Capitol Expy, San Jose, CA 95121 |
|
40827xxxx1 |
afa**********@b***.com |
1.7 |
49 |
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| Merrill Lynch Financial Advisor Jackson Thoreson |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
aar**********@s*****.com |
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| One Wealth Management |
2150 N First St Suite 500, San Jose, CA 95131 |
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40848xxxx0 |
aak***@o************.com |
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343 |
86 |
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| Misawa/St. Claire- Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acc**********@m************.com |
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| Pace Wealth Management Group |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx2 |
wms**********@r**.com |
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14777 |
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16000 |
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| William A Corbin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx4 |
acc**********@m************.com |
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| John Plaza |
835 Blossom Hill Rd #220, San Jose, CA 95123 |
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40844xxxx0 |
inf*@f**********.com |
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83 |
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114 |
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| Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx5 |
dns*****@a***.com |
5 |
1 |
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| Carol Hack - Thrivent |
1515 Meridian Ave # 201, San Jose, CA 95125 |
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40848xxxx9 |
adm**@d***********.com |
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| Wayne Loi - Wealth Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40849xxxx6 |
3d@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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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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| Orchard City Wealth Management, LLC |
987 University Ave # 8, Los Gatos, CA 95032 |
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66923xxxx6 |
eth**@o************.com |
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73 |
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| Morgan Stanley Financial Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
3d@a******.morganstanley |
5 |
1 |
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| Global Wealth Partners, Inc. |
1764 The Alameda, San Jose, CA 95126 |
|
40823xxxx0 |
ama****@g**********************.com |
5 |
1 |
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5 |
5 |
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35 |
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| King Wealth Planning, Inc. |
3190 S Bascom Ave #230, San Jose, CA 95124 |
|
40887xxxx9 |
cha****@k*********.com |
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| Philip J. Cunningham - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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| Callan and Lindahl Wealth Management |
1100 Lincoln Ave, San Jose, CA 95125 |
|
40889xxxx0 |
gre************@l**.com |
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| Merrill Edge Financial Solutions Advisor |
5615 Snell Ave, San Jose, CA 95123 |
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40836xxxx4 |
abu**@b************.com |
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| Von Baron Wealth Management |
174 N 14th St, San Jose, CA 95112 |
|
40888xxxx0 |
inf*@v*********.com |
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| Troy Beck - Thrivent |
2021 The Alameda STE 140, San Jose, CA 95126 |
|
40821xxxx4 |
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| Clifton Santikul - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Liquid Equity Partners, LLC |
5706 Cahalan Ave #23891, San Jose, CA 95123 |
|
40891xxxx8 |
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2 |
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| Fidelity Investments |
4160 N First St, San Jose, CA 95134 |
|
80054xxxx9 |
cop***********@f**.com |
2.9 |
22 |
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328870 |
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352000 |
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| Merrill Lynch Financial Advisor Lauren Mader Gray |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ann********@m*.com |
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| Parkworth Wealth Management, Inc. |
100 Century Center Ct #670, San Jose, CA 95112 |
|
40843xxxx0 |
adv***@p********.com |
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| Business Financial & Tax Services LLC |
5533 Snell Ave Suite #203, San Jose, CA 95123 |
|
40836xxxx0 |
fil*************@g****.com |
3 |
7 |
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| Robert Galindo, LPL Financial |
3880 S Bascom Ave #210, San Jose, CA 95124 |
|
40854xxxx0 |
rob***********@l**.com |
5 |
2 |
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| Wealth Cairn - An Investor Coaching Company |
910 E Hamilton Ave #150, Campbell, CA 95008 |
|
40852xxxx8 |
c18*****************************@s*****.wixpress |
5 |
30 |
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235 |
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| Merrill Lynch Financial Advisor Tom Nguyen |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.com |
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| Raegen, Parker and Associates - Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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| Wellspring Consulting Group |
2635 N First St #201, San Jose, CA 95134 |
|
40894xxxx2 |
ape**@w***********.com |
5 |
2 |
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| Vantage Wealth Management |
1850 Hamilton Ave, San Jose, CA 95125 |
|
65063xxxx0 |
aar*******@v****************.com |
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| The Pacific Coast Aspire Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
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| Ting O’Connor Private Wealth - UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40891xxxx8 |
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| The Family Wealth Consulting Group |
1541 The Alameda, San Jose, CA 95126 |
|
40845xxxx0 |
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| First Street Wealth Advisors |
2635 N First St #230, San Jose, CA 95134 |
|
66934xxxx8 |
aic******@f*******.com |
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295944 |
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13 |
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| Callan and Lindahl Wealth Management |
1100 Lincoln Ave Ste 271, San Jose, CA 95125 |
|
40889xxxx0 |
3d@c***************.com |
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| 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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| Northwestern Mutual |
1190 Saratoga Ave #250, San Jose, CA 95129 |
|
40853xxxx8 |
a.-***********@n*****************.com |
3 |
2 |
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107342 |
16225 |
108000 |
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| Merrill Lynch Financial Advisor John H. Pham |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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| Notary Outlet San Jose www.notaryoutlet.com |
4924 Trent Dr, San Jose, CA 95124 |
|
40883xxxx7 |
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5 |
21 |
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| Asako Thompson - Morgan Stanley Financial Advisor |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
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| Bisceglia Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc***@u**.com |
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| Mariner |
99 S Almaden Blvd #730, San Jose, CA 95113 |
|
40894xxxx1 |
aal*************@m********************.com |
5 |
2 |
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15 |
4400 |
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| Papadoyannis & Associates - Ameriprise Financial Services, LLC |
1 S Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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396 |
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414 |
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| Context Wealth Advisors |
1901 S Bascom Ave suite 1500, Campbell, CA 95008 |
|
40890xxxx0 |
chr**@c************.com |
5 |
6 |
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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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| Merrill Lynch Financial Advisor C Shawn Warthen |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx3 |
aar**********@s*****.com |
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| R&D Investments - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx0 |
abc*******@u**.com |
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| Global Capital Wealth Management |
99 S. Almaden Blvd, Suite 600, San Jose, CA 95113 |
|
40827xxxx7 |
maz***@g*****.com |
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| Merrill Lynch Financial Advisor Elaine Zhang |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx7 |
ale*********@m*.com |
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| Ron Chapman - RBC Wealth Management Financial Advisor |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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| Raymond James & Associates |
150 S Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
|
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|
17479 |
|
18000 |
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| Clarity Wealth Advisors |
2160 The Alameda A, San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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| Davalos Financial Advisors of Raymond James |
333 W San Carlos St # 1650, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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7 |
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8 |
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| Bunker Wealth Management |
1900 Camden Ave, San Jose, CA 95124 |
|
40855xxxx0 |
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| Merrill Lynch Financial Advisor Jimmy Yip |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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| Shashi Bhagat - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx8 |
acm***********@m************.com |
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| Sequoia Wealth Advisors & Investment Management, Inc. |
99 Almaden Boulevard Suite 925, San Jose, CA 95113 |
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40864xxxx0 |
*nn*@s********.com |
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257 |
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271 |
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5 |
2 |
| Quang T. Phan, CFP - Raymond James |
150 Almaden Ave Suite # 1375, San Jose, CA 95113 |
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40853xxxx8 |
aar************@r***********.com |
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17479 |
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18000 |
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| Merrill Lynch Financial Advisor Justin R Pearce |
50 W San Fernando St Ste 1600, San Jose, CA 95113 |
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40828xxxx2 |
ann********@m*.com |
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| Beacon Pointe Advisors |
50 W San Fernando St Suite 405, San Jose, CA 95113 |
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40855xxxx0 |
3d@b***********.com |
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220 |
36 |
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| Impact Wealth Management | Alan K Williamson, ChFC |
6120 Hellyer Ave #100, San Jose, CA 95138 |
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40877xxxx0 |
ala*@m*************.com |
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| Protiviti |
10 S Almaden Blvd, San Jose, CA 95113 |
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40880xxxx0 |
a.s*****@p********.com |
2 |
1 |
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6802 |
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