| Merrill Lynch Financial Advisor Barry J. Williams |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx2 |
ari*********@m*.com |
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| Matthews Financial & insurance Solutions |
2100 Embarcadero E #105, Oakland, CA 94606 |
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51022xxxx8 |
inf*@m***.biz |
5 |
4 |
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505 |
22 |
531 |
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| Infinity Financial Services |
212 9th St STE 202, Oakland, CA 94607 |
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51058xxxx0 |
bmo*****@c**.net |
2.5 |
2 |
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| CAVU Wealth Advisors, LLC |
1220 Oakland Blvd #200, Walnut Creek, CA 94596 |
|
92538xxxx2 |
dav**@c*********.com |
5 |
1 |
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184 |
12 |
277 |
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| Grant Private Wealth Management |
1601 N Main St UNIT 204, Walnut Creek, CA 94596 |
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92537xxxx0 |
gra**@g***********.com |
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35 |
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| Communitas Financial Planning |
1904 Franklin St UNIT 409, Oakland, CA 94612 |
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41533xxxx6 |
bil****@x****.com |
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| Merrill Lynch Financial Advisor Gilbert Orozco |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51026xxxx0 |
ari*********@m*.com |
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| HIGHRESIN |
1585 Franklin St, Oakland, CA 94612 |
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51054xxxx0 |
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| Shams Deitrick - Morgan Stanley Financial Advisor |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx6 |
acm***********@m************.com |
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| Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Kaiser Plaza Ste 455, Oakland, CA 94612 |
|
51089xxxx0 |
bak*******@a***.com |
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| RBC Wealth Management Branch - San Jose |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40829xxxx2 |
rbc*********@r**.com |
5 |
2 |
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13948 |
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15000 |
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| Merrill Lynch Financial Advisor Buzz Brown |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51020xxxx9 |
ban********************@m*.com |
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| Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Kaiser Plaza #455, Oakland, CA 94612 |
|
51089xxxx0 |
car************@a***.com |
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| Ares Management Corporation |
1901 Harrison Street Suite1100, Oakland, CA 94612 |
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a@a*******.com |
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| RBC Wealth Management Branch - Walnut Creek |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx0 |
wms**********@r**.com |
5 |
3 |
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13889 |
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15000 |
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| Merrill Lynch Financial Advisor John Kelson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx9 |
ban********************@m*.com |
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| Focused Finances, LLC |
1300 Clay St, Oakland, CA 94612 |
|
87774xxxx4 |
ji**@f**************.com |
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255 |
2 |
260 |
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| The Entrust Group |
555 12th St Suite 900, Oakland, CA 94607 |
|
80039xxxx3 |
aba****@t**************.com |
4.1 |
97 |
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| Fuller & Thaler Asset Management |
411 Borel Ave # 300, San Mateo, CA 94402 |
|
65093xxxx0 |
afu****@f***********.com |
4 |
4 |
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| Wilkinson Wealth Management |
300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612 |
|
51062xxxx0 |
aly***@s*************.com |
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106 |
3 |
158 |
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| In Touch Financial Services LLC |
6465 San Pablo Ave # 1-1, Oakland, CA 94608 |
|
51065xxxx8 |
our****@i***********************.com |
5 |
6 |
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81 |
7 |
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| Bay Area Wealth Management - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
|
92593xxxx7 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Ryan J Amador |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx1 |
ari*********@m*.com |
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| Merrill Lynch Wealth Management |
555 California St 9th Floor, San Francisco, CA 94104 |
|
41567xxxx0 |
ale*********@m*.com |
2 |
4 |
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| The McKenna Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
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| Baker Avenue Wealth Management |
301 Battery St floor 2, San Francisco, CA 94111 |
|
41598xxxx0 |
am@b*******.com |
5 |
2 |
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54 |
4 |
71 |
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| David Whalen - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Jane Watson |
1430 Everett St Ste A, Alameda, CA 94501 |
|
51052xxxx1 |
a.j*********@e**********.com |
3 |
2 |
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87631 |
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100000 |
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| We Heart Finance |
1624 Franklin St #1015, Oakland, CA 94612 |
|
51027xxxx5 |
cfu@w*************.com |
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164 |
18 |
159 |
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| Jeff L Breininger - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
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| Ella Financial Advising LLC |
5237 College Ave, Oakland, CA 94618 |
|
51032xxxx7 |
ell*@e********************.com |
5 |
1 |
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63 |
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74 |
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| E Demmler & Associates |
1101 Marina Village Pkwy UNIT 201, Alameda, CA 94501 |
|
51086xxxx6 |
ede*********@c*************.com |
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| Turnstone Associates |
4200 Park Blvd #521, Oakland, CA 94602 |
|
51042xxxx0 |
joh*@t*******************.com |
4 |
4 |
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| Granite Capital Management |
5707 Redwood Rd # 3, Oakland, CA 94619 |
|
51033xxxx0 |
jfu***@g****************.com |
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| Edward Jones - Financial Advisor: Benjamin Blake, CFP® |
5330 College Ave Suite 230, Oakland, CA 94618 |
|
51084xxxx2 |
a.j*********@e**********.com |
5 |
2 |
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90149 |
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104000 |
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| Merrill Lynch Financial Advisor Patrick O Oswald |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx7 |
ari*********@m*.com |
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| First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA |
235 Wildwood Ave, Piedmont, CA 94610 |
|
51060xxxx5 |
ew@f********************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Elizabeth Payton Thomas |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Wealth Management |
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401 |
|
65057xxxx0 |
ban********************@m*.com |
3 |
2 |
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| Merrill Lynch Financial Advisor Michael R Oster |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
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| Jake Cleary - BancWest Investment Services Financial Advisor |
2023 Mountain Blvd, Oakland, CA 94611 |
|
51056xxxx3 |
aab****@b************.com |
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98489 |
1600 |
99000 |
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| Hoodoo Financial |
201 13th St #28104, Oakland, CA 94604 |
|
51047xxxx6 |
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| Adam J Messinger |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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| Financially Healthy |
1999 Harrison St #1800, Oakland, CA 94612 |
|
51049xxxx7 |
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| Bartle Wells Associates |
1889 Alcatraz Ave, Berkeley, CA 94703 |
|
51065xxxx9 |
ale*******@b**********.com |
3.7 |
3 |
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| Donna Andrews - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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| EP Wealth Advisors |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51084xxxx2 |
ab@e*******.com |
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| Mc Grath Properties Inc |
1001 42nd St, Oakland, CA 94608 |
|
51027xxxx0 |
acc*******@m****************.com |
2 |
4 |
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| Broadway Wealth Management Of LPL Financial |
505 14th Street Suite 900, 928, 929, 930, 931 & 937, Oakland, CA 94612 |
|
51090xxxx0 |
aar********@l**.com |
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3 |
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11 |
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| Defined Financial Planning, LLC |
2413 Webb Ave Suite B, Alameda, CA 94501 |
|
51020xxxx5 |
ser****@d**************.com |
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127 |
2 |
138 |
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| Merrill Lynch Financial Advisor Blake M Welpton |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx2 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Paul D Low |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx6 |
ban********************@m*.com |
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| HFG Advisors |
2936 Domingo Ave #1, Berkeley, CA 94705 |
|
51038xxxx9 |
pxx***@c*****.com |
5 |
1 |
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1102 |
|
1100 |
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| Lovell Wealth Management |
1990 N California Blvd # 830, Walnut Creek, CA 94596 |
|
92593xxxx2 |
a@l*********************.com |
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26 |
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| EntreFolio Wealth Management |
344 20th St, Oakland, CA 94611 |
|
41591xxxx2 |
|
5 |
7 |
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| Merrill Lynch Financial Advisor Russell Conboy |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx1 |
ari*********@m*.com |
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| Morgan Stanley Financial Advisors |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
5 |
1 |
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| Falcon Bridge Capital LLC |
1999 Harrison St #1575, Oakland, CA 94612 |
|
92528xxxx1 |
ali****@f******************.com |
5 |
1 |
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| Sequoia Wealth Advisors and Invesment Management, Inc. |
99 S Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
bbe****@s********.com |
3.7 |
3 |
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285 |
4 |
285 |
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| Merrill Lynch Financial Advisor Dayana Medevsky |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx3 |
ban********************@m*.com |
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| Michael J Peri - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
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| Money Management International |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51063xxxx7 |
ada********@m**************.org |
4.7 |
14 |
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| Tiffany Groode Financial |
1939 Harrison St Suite 908, Oakland, CA 94612 |
|
51096xxxx6 |
tif****@t************.com |
5 |
8 |
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122 |
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| Corinthian Wealth Management |
1625 The Alameda UNIT 308, San Jose, CA 95126 |
|
40899xxxx5 |
ang****@c***************.com |
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22 |
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25 |
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| TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® |
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|
41577xxxx8 |
tan@t******.com |
5 |
3 |
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144 |
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| The Buena Vista Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
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| Rick T Felix - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx6 |
acm***********@m************.com |
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| Internet Securities |
300 Frank H. Ogawa Plaza # 210, Oakland, CA 94612 |
|
51044xxxx0 |
a@i**********.com |
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| Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ |
1050 Marina Village Parkway, Suite 100, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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90149 |
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104000 |
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| Sasser Investment Management |
436 14th St UNIT 805, Oakland, CA 94612 |
|
51083xxxx0 |
bra*@s****************.com |
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| Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth |
638 Webster St Suite 420, Oakland, CA 94607 |
|
41566xxxx5 |
bra****@h***********.com |
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186 |
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184 |
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| Christopher Ransom Investments LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
51034xxxx4 |
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| RBC Wealth Management Branch - San Francisco |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
5 |
1 |
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13971 |
|
16000 |
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| Twin Peaks Wealth Advisors |
1008 Carolan Ave #1301, Burlingame, CA 94010 |
|
41594xxxx0 |
arn***@t******.com |
5 |
2 |
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421 |
6 |
417 |
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| Phocas Financial |
1080 Marina Village Pkwy Suite 520, Alameda, CA 94501 |
|
51052xxxx0 |
cec*********@p**************.com |
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| Foci Wealth Management - Ameriprise Financial Services, LLC |
100 Pringle Ave Ste 420, Walnut Creek, CA 94596 |
|
41574xxxx0 |
dns*****@a***.com |
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| Blaylock Beal Van, LLC |
350 Frank H. Ogawa Plaza 10th floor, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
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| Transformative Wealth Management, LLC |
6317 Fairmount Ave, El Cerrito, CA 94530 |
|
51052xxxx0 |
321*************************************@w*****************.com |
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| Merrill Lynch Financial Advisor Jack Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
|
51050xxxx1 |
ban********************@m*.com |
4.22 |
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| Jonathan Lew - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
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| Global Investment Co Inc |
211 10th St, Oakland, CA 94607 |
|
51083xxxx0 |
cat**@g************************.com |
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| Merrill Lynch Wealth Management |
1331 N California Blvd suite 400/700, Walnut Creek, CA 94596 |
|
92594xxxx0 |
ali*************@m*.com |
5 |
1 |
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| West Coast Financial |
1814 Franklin St Ste 802, Oakland, CA 94612 |
|
51086xxxx0 |
joh*@w********.com |
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| Mansell Capital Management |
1545 Verdi St Suite #A, Alameda, CA 94501 |
|
51069xxxx3 |
jsm***@m*************.com |
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| California Pacific Realty |
1901 Harrison St, Oakland, CA 94612 |
|
51075xxxx5 |
cal**********@g****.com |
4.1 |
56 |
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59 |
|
60 |
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| Stephanie E Green - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx9 |
acc**********@m************.com |
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| The Corvus Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acc**********@m************.com |
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| FV Asset Management Inc. |
6114 La Salle Ave #710, Oakland, CA 94611 |
|
65099xxxx9 |
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| Marin Wealth Advisors LLC Oakland |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51021xxxx0 |
cgu*****@m******************.com |
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| Elmwood Wealth Management |
2027 Fourth St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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| Babylon Wealth Management |
1501 N Broadway Suite 204, Walnut Creek, CA 94596 |
|
92544xxxx0 |
jsm***@b************.com |
5 |
5 |
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174 |
|
174 |
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| Liberty Group LLC |
411 30th St 2nd Floor, Oakland, CA 94609 |
|
51065xxxx0 |
ave*@l**************.com |
|
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|
1007 |
4 |
1000 |
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4 |
8 |
| Thrive Wealth Management - Ameriprise Financial Services, LLC |
1 Kaiser Plaza #455, Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
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|
| Bay Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41557xxxx1 |
alb************@u**.com |
|
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|
| Merrill Lynch Financial Advisor Lewis Phillips |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
|
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| Concentric Wealth Management |
251 Lafayette Cir, Lafayette, CA 94549 |
|
92596xxxx0 |
ama***@c****************.com |
5 |
1 |
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| Zhong Wealth Management Group - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41596xxxx1 |
ben*******************@u**.com |
|
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| Simplify Financial Planning |
|
|
41526xxxx3 |
aje*@s****************.com |
5 |
7 |
|
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| Asti Financial Management |
|
|
51052xxxx7 |
eil***@a************.com |
4.9 |
8 |
|
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| ak global asset management |
1300 Clay St, Oakland, CA 94612 |
|
51046xxxx8 |
akg************@c*************.com |
|
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|
| The Claremont Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
|
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|
| Oak Wealth Management, LLC |
2890 N Main St #306, Walnut Creek, CA 94597 |
|
92535xxxx0 |
|
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|
| Arbor Wealth Management |
2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA 94598 |
|
92594xxxx0 |
k.l**@a**********.com |
5 |
1 |
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|
| Consilium Wealth Management |
500 La Gonda Way Suite 210, Danville, CA 94526 |
|
92536xxxx7 |
con************@c*************.com |
5 |
1 |
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|
| Brandon York - RBC Wealth Management Financial Advisor |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92594xxxx4 |
joh*******@c*.rbcwealthmanagement |
5 |
1 |
|
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|
14743 |
|
16000 |
|
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|
| North Berkeley Wealth Management |
1820 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
cdd******@w******************.com |
5 |
1 |
|
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|
568 |
23 |
546 |
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|
| openworldproperties.com |
1111 Broadway #300, Oakland, CA 94607 |
|
51025xxxx6 |
inf*@o******************.com |
4 |
33 |
|
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|
| Topel & DiStasi Wealth Management |
2907 Claremont Ave #111, Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
5 |
1 |
|
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|
120 |
|
116 |
|
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|
|
| Falcon Wealth Planning |
1999 Harrison St #1800, Oakland, CA 94612 |
|
85596xxxx6 |
ama***@f*******************.com |
5 |
1 |
|
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|
| Litman Gregory Asset Management |
1676 N California Blvd #200, Walnut Creek, CA 94596 |
|
92525xxxx9 |
ama**********************@l***.com |
|
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|
| Hawk Hill Wealth Management Group |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx2 |
wms**********@r**.com |
|
|
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|
12376 |
|
14000 |
|
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|
| Merrill Lynch Wealth Management |
4900 Hopyard Rd, Pleasanton, CA 94588 |
|
92522xxxx0 |
ali*************@m*.com |
5 |
2 |
|
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|
| Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh |
1998 Mountain Blvd, Oakland, CA 94611 |
|
51033xxxx6 |
aar************@u*****.com |
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345738 |
5926 |
349000 |
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| NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
dns*****@a***.com |
2.3 |
3 |
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63 |
4 |
61 |
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| Desmond Wealth Management, Inc. |
1850 Mt Diablo Blvd #630, Walnut Creek, CA 94596 |
|
92593xxxx4 |
des***********@d************.com |
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80 |
7 |
79 |
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| Merrill Lynch Wealth Management |
1111 broadway, Floor 22nd, Oakland, CA 94607 |
|
51020xxxx0 |
ban********************@m*.com |
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| Lake Merritt Investments Co |
134 E 16th St, Oakland, CA 94606 |
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51062xxxx9 |
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| Lula Financial |
66 Franklin St 3rd Floor, Oakland, CA 94607 |
|
41563xxxx7 |
ami*@l************.com |
4.2 |
20 |
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| Smart Path Wealth Management |
4695 Chabot Dr Suite 200, Pleasanton, CA 94588 |
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pni****@s**********.com |
5 |
2 |
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| Grand Slam Business Solutions |
462 Elwood Ave #6, Oakland, CA 94610 |
|
51047xxxx6 |
c18*****************************@s*****.wixpress |
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| Brickley Wealth Management |
1900 O'Farrell St # 330, San Mateo, CA 94403 |
|
65063xxxx1 |
aar**@b*************.com |
3.5 |
2 |
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28 |
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33 |
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| RBC Wealth Management |
1999 Harrison St #1200, Oakland, CA 94612 |
|
51026xxxx0 |
rbc*********@r**.com |
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| Park Place Wealth Advisors |
18 Orinda Way, Orinda, CA 94563 |
|
92525xxxx6 |
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5 |
1 |
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| Edward Jones - Financial Advisor: Christopher Lightner |
1150 Ballena Blvd #100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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88627 |
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101000 |
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| Dunlap Equity Management, LLC |
1212 Broadway Suite 500B, Oakland, CA 94612 |
|
41556xxxx0 |
jan*****@a*****.business |
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| Mynd Property Management |
1611 Telegraph Ave Suite 1200, Oakland, CA 94612 |
|
51054xxxx4 |
aar*********@m***.co |
4.3 |
1016 |
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| Rose Bridge Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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| Zachary Persin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx4 |
wms**********@r**.com |
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12376 |
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14000 |
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| Wealth Enhancement Group |
1999 Harrison St #1530, Oakland, CA 94612 |
|
41598xxxx0 |
abr*****@w****************.com |
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| Proprietor Wealth Management |
700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939 |
|
41556xxxx9 |
inf*@a***********.com |
5 |
4 |
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| Merrill Lynch Financial Advisor Martha Madrid |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx6 |
ban********************@m*.com |
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| The Pulley Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acc**********@m************.com |
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| Prime Property Group |
484 Lake Park Ave Suite 280, Oakland, CA 94610 |
|
51022xxxx0 |
bri***@p**************.com |
3.1 |
77 |
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157 |
7 |
166 |
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| Romar Wealth Management |
600 Grand Ave #301, Oakland, CA 94610 |
|
51081xxxx9 |
aar************@r***********.com |
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17558 |
|
18000 |
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| Bordeaux Wealth Advisors |
1550 El Camino Real Suite 100, Menlo Park, CA 94025 |
|
65028xxxx5 |
inf*@b***************.com |
5 |
5 |
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| Bell Investment Advisors |
1111 Broadway #1630, Oakland, CA 94607 |
|
80070xxxx9 |
bba****@b*********.com |
3 |
2 |
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| David Bail - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
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| Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
5 |
1 |
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| 1Sharpe Capital |
2201 Broadway #100, Oakland, CA 94612 |
|
51021xxxx9 |
agr***@1******.com |
3 |
2 |
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| Discovery Investment Inc |
3521 Grand Ave, Oakland, CA 94610 |
|
51058xxxx0 |
bon***@d**********.com |
3.4 |
32 |
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112 |
3 |
113 |
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| Magarian Richard D |
2231 Carleton St #3224, Berkeley, CA 94704 |
|
51054xxxx7 |
rma******@g****.com |
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| Sierra Pacific Financial Advisors, LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
92522xxxx8 |
ama@s********.com |
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84 |
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88 |
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| Enhance Wealth Advisors |
700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596 |
|
92593xxxx9 |
inf*@e********.com |
5 |
1 |
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35 |
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| Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC |
1333 N California Blvd #630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
dns*****@a***.com |
5 |
1 |
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| The 8 Bridges Bay Area Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Percy D. McGee, Jr. |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx5 |
a.h*****@m*.com |
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| EntreFolio Wealth Management |
344 Thomas L Berkley Way, Oakland, CA 94612 |
|
41591xxxx2 |
inf*@e*********.com |
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236 |
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5 |
11 |
| Bay Area Wealth Management Group, LLC |
12647 Alcosta Blvd Suite 370, San Ramon, CA 94583 |
|
92580xxxx4 |
dbo**@b****.com |
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64 |
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| Egan Brown - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
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| The Lapham Company Property Management |
4844 Telegraph Ave, Oakland, CA 94609 |
|
51059xxxx0 |
ala****@l************.com |
3.2 |
102 |
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| Samantha N Dinh, CFP - PARAGON FINANCIAL PLANNING |
550 Park St #105, Alameda, CA 94501 |
|
51022xxxx4 |
inf*@p*********.com |
5 |
4 |
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| Shum Financial Group - Cliff Shum, CFP |
1402 Park St STE E, Alameda, CA 94501 |
|
51074xxxx2 |
bel**@s************.com |
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| Selborne Properties Inc. |
510 49th St #217, Oakland, CA 94609 |
|
51025xxxx0 |
art***@s*****************.com |
4.4 |
14 |
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95 |
|
95 |
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| Merrill Lynch Financial Advisor Xiao-Meng Sun Qi |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx5 |
ale*********@m*.com |
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| The Voleon Group |
2484 Shattuck Ave., Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
3.1 |
25 |
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| Wealth Enhancement Group |
6201 Medau Pl Suite 101, Oakland, CA 94611 |
|
51033xxxx3 |
aba****@w****************.com |
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| Emerge Financial Group |
7677 Oakport St # 1060, Oakland, CA 94621 |
|
70742xxxx2 |
b_b*****@e**************.com |
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34 |
|
38 |
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| Chang & Associates Financial Advisors |
2820 Telegraph Ave, Berkeley, CA 94705 |
|
51054xxxx2 |
mch***@c*********************.com |
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| Liberty Group LLC |
411 30th St Second Floor, Oakland, CA 94609 |
|
51065xxxx0 |
amc*******@l**************.com |
4.5 |
8 |
|
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|
1004 |
4 |
1000 |
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| Financial Fitness Center Inc |
295 27th St, Oakland, CA 94612 |
|
51065xxxx4 |
ann*@f*********************.com |
3.7 |
3 |
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| Modern Family Finance |
1999 Harrison St #1800, Oakland, CA 94612 |
|
41529xxxx6 |
jan*@m******************.com |
5 |
20 |
|
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|
273 |
|
276 |
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| Balance Financial Planning, LLC |
5438 Shafter Ave, Oakland, CA 94618 |
|
51084xxxx2 |
che***@b********.com |
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| Modern Financial Planning |
344 Thomas L Berkley Way M10, Oakland, CA 94612 |
|
51051xxxx9 |
aar********@p************.com |
4.9 |
15 |
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| Wells Fargo Advisors |
3348 LAKESHORE AVE, OAKLAND, CA 94610 |
|
51083xxxx2 |
aar**********@w*********.com |
|
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|
153060 |
|
11 |
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|
| Deborah Tharp - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx4 |
acm***********@m************.com |
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|
| Merrill Lynch Financial Advisor Aaron D. Hudson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx9 |
a.h*****@m*.com |
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|
| Merrill Lynch Financial Advisor Grace Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
|
92594xxxx6 |
ban********************@m*.com |
4.61 |
|
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| West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
joh*@w********.com |
|
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| LAB Wealth Management LLC |
1130 Wood St, Oakland, CA 94607 |
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51073xxxx4 |
leo*@l******************.com |
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| BlackOak Management |
5974 Racine St, Oakland, CA 94609 |
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41549xxxx1 |
mfr****@b*****.com |
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| Merrill Lynch Financial Advisor Yvan (Ivan) Fung |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51050xxxx6 |
ale*********@m*.com |
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| Financial Avengers |
505 14th St #310, Oakland, CA 94612 |
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41577xxxx4 |
cap****@f****************.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Patrick J Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
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92594xxxx2 |
bro*********@m*.com |
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| Destination Wealth Management |
1255 Treat Blvd #900, Walnut Creek, CA 94597 |
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80094xxxx4 |
act@d************.com |
4.7 |
3 |
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100 |
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100 |
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| RBC Wealth Management |
1999 Harrison St, Oakland, CA 94612 |
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51026xxxx0 |
cli**********@r**.com |
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14743 |
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16000 |
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| Russell Huebschle - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
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51089xxxx9 |
acc**********@m************.com |
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| Personal Best Financial LLC |
4263 Gilbert St, Oakland, CA 94611 |
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92525xxxx0 |
gle**@p********************.com |
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| Grizzly Peak Group LLC |
1300 Clay St, Oakland, CA 94612 |
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51042xxxx0 |
inf*@g***************.com |
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| The Robarts/Miller Team - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
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51083xxxx0 |
acc**********@m************.com |
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| Faubion Wealth Management |
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92532xxxx0 |
inf*@f********.com |
5 |
1 |
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37 |
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78 |
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| Reap Legacy, Inc. |
1901 Harrison St, Oakland, CA 94612 |
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51040xxxx6 |
pat@r*********.com |
4.6 |
10 |
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24 |
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| PF Wealth Management Group LLC |
1970 Broadway Ste 525, Oakland, CA 94612 |
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51098xxxx8 |
inf*@p************.com |
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| Curtis Financial Planning |
2655 Haverhill Dr, Oakland, CA 94611 |
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51045xxxx8 |
ale*@c**********************.com |
5 |
2 |
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2100 |
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| Roofstock |
2001 Broadway, Oakland, CA 94612 |
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80046xxxx6 |
aak***@r********.com |
4.8 |
153 |
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13762 |
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14000 |
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| P F Wealth Management Group |
1970 Broadway Suite 525, Oakland, CA 94612 |
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51098xxxx8 |
cli***********@p************.com |
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| Charles Schwab |
180 Grand Ave, Oakland, CA 94612 |
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51098xxxx0 |
ata********@s*****.com |
3 |
11 |
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647236 |
222 |
659000 |
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| Monroe Wealth Management |
1160 Battery St suite 100, San Francisco, CA 94111 |
|
51099xxxx3 |
aar************@u*****.com |
5 |
36 |
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360 |
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382 |
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