Merrill Lynch Financial Advisor Barry J. Williams |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx2 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthews Financial & insurance Solutions |
2100 Embarcadero E #105, Oakland, CA 94606 |
|
51022xxxx8 |
inf*@m***.biz |
|
|
|
|
5 |
31 |
503 |
22 |
524 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Infinity Financial Services |
212 9th St STE 202, Oakland, CA 94607 |
|
51058xxxx0 |
bmo*****@c**.net |
2 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CAVU Wealth Advisors, LLC |
1220 Oakland Blvd #200, Walnut Creek, CA 94596 |
|
92538xxxx2 |
hil***@c*********.com |
5 |
1 |
|
|
|
|
140 |
8 |
205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grant Private Wealth Management |
1601 N Main St UNIT 204, Walnut Creek, CA 94596 |
|
92537xxxx0 |
gra**@g***********.com |
|
|
|
|
|
|
|
|
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Communitas Financial Planning |
1904 Franklin St UNIT 409, Oakland, CA 94612 |
|
41533xxxx6 |
bil****@x****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Gilbert Orozco |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx0 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HIGHRESIN |
1585 Franklin St, Oakland, CA 94612 |
|
51054xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shams Deitrick - Morgan Stanley Financial Advisor |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx6 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Kaiser Plaza Ste 455, Oakland, CA 94612 |
|
51089xxxx0 |
bak*******@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - San Jose |
99 S Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40829xxxx2 |
rbc*********@r**.com |
5 |
2 |
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Buzz Brown |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx9 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Kaiser Plaza #455, Oakland, CA 94612 |
|
51089xxxx0 |
car************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ares Management Corporation |
1901 Harrison Street Suite1100, Oakland, CA 94612 |
|
|
a@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - Walnut Creek |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx0 |
wms**********@r**.com |
5 |
3 |
|
|
|
|
12376 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor John Kelson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx9 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Focused Finances, LLC |
1300 Clay St, Oakland, CA 94612 |
|
87774xxxx4 |
ji**@f**************.com |
|
|
|
|
|
|
256 |
2 |
261 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Entrust Group |
555 12th St Suite 900, Oakland, CA 94607 |
|
80039xxxx3 |
aba****@t**************.com |
3.2 |
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fuller & Thaler Asset Management |
411 Borel Ave # 300, San Mateo, CA 94402 |
|
65093xxxx0 |
afu****@f***********.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilkinson Wealth Management |
300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612 |
|
51062xxxx0 |
bri****@s*************.com |
|
|
|
|
5 |
5 |
106 |
3 |
158 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
In Touch Financial Services LLC |
6465 San Pablo Ave # 1-1, Oakland, CA 94608 |
|
51065xxxx8 |
our****@i***********************.com |
5 |
6 |
|
|
|
|
81 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bay Area Wealth Management - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
|
92574xxxx9 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Ryan J Amador |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx1 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
555 California St 9th Floor, San Francisco, CA 94104 |
|
41567xxxx0 |
ale*********@m*.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The McKenna Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Avenue Wealth Management |
301 Battery St floor 2, San Francisco, CA 94111 |
|
41598xxxx0 |
am@b*******.com |
5 |
2 |
|
|
|
|
52 |
4 |
68 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Whalen - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jane Watson |
1430 Everett St Ste A, Alameda, CA 94501 |
|
51052xxxx1 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
We Heart Finance |
1624 Franklin St #1015, Oakland, CA 94612 |
|
51027xxxx5 |
cfu@w*************.com |
|
|
|
|
|
|
159 |
18 |
154 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeff L Breininger - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ella Financial Advising LLC |
5237 College Ave, Oakland, CA 94618 |
|
51032xxxx7 |
ell*@e********************.com |
|
|
|
|
5 |
7 |
64 |
|
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Demmler & Associates |
1101 Marina Village Pkwy UNIT 201, Alameda, CA 94501 |
|
51086xxxx6 |
ede*********@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Turnstone Associates |
4200 Park Blvd #521, Oakland, CA 94602 |
|
51042xxxx0 |
joh*@t*******************.com |
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Granite Capital Management |
5707 Redwood Rd # 3, Oakland, CA 94619 |
|
51033xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Benjamin Blake, CFP® |
5330 College Ave Suite 230, Oakland, CA 94618 |
|
51084xxxx2 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Patrick O Oswald |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx7 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA |
235 Wildwood Ave, Piedmont, CA 94610 |
|
51060xxxx5 |
ew@f********************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Elizabeth Payton Thomas |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401 |
|
65057xxxx0 |
ban********************@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Michael R Oster |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jake Cleary - BancWest Investment Services Financial Advisor |
2023 Mountain Blvd, Oakland, CA 94611 |
|
51056xxxx3 |
aab****@b************.com |
|
|
|
|
3 |
1062 |
98489 |
1600 |
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoodoo Financial |
201 13th St #28104, Oakland, CA 94604 |
|
51047xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam J Messinger |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financially Healthy |
1999 Harrison St #1800, Oakland, CA 94612 |
|
51049xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bartle Wells Associates |
1889 Alcatraz Ave, Berkeley, CA 94703 |
|
51073xxxx3 |
ale*******@b**********.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Donna Andrews - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EP Wealth Advisors |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51069xxxx0 |
ab@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mc Grath Properties Inc |
1001 42nd St, Oakland, CA 94608 |
|
51027xxxx0 |
acc*******@m****************.com |
2 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Broadway Wealth Management Of LPL Financial |
505 14th Street Suite 900, 928, 929, 930, 931 & 937, Oakland, CA 94612 |
|
51090xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
3 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Defined Financial Planning, LLC |
2413 Webb Ave Suite B, Alameda, CA 94501 |
|
51020xxxx5 |
ser****@d**************.com |
|
|
|
|
|
|
127 |
2 |
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Blake M Welpton |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Paul D Low |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx6 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HFG Advisors |
2936 Domingo Ave #1, Berkeley, CA 94705 |
|
51038xxxx9 |
pxx***@c*****.com |
|
|
|
|
|
|
1101 |
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lovell Wealth Management |
1990 N California Blvd # 830, Walnut Creek, CA 94596 |
|
92593xxxx2 |
a@l*********************.com |
|
|
|
|
|
|
|
|
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EntreFolio Wealth Management |
344 20th St, Oakland, CA 94611 |
|
41591xxxx2 |
|
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Russell Conboy |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx1 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Financial Advisors |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Falcon Bridge Capital LLC |
1999 Harrison St #1575, Oakland, CA 94612 |
|
92528xxxx1 |
ali****@f******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sequoia Wealth Advisors and Invesment Management, Inc. |
99 S Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
car***@s********.com |
5 |
2 |
|
|
|
|
258 |
4 |
269 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Dayana Medevsky |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
41523xxxx4 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael J Peri - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Management International |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51063xxxx7 |
ada********@m**************.org |
4.7 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tiffany Groode Financial |
1939 Harrison St Suite 908, Oakland, CA 94612 |
|
51096xxxx6 |
|
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corinthian Wealth Management |
1625 The Alameda UNIT 308, San Jose, CA 95126 |
|
40899xxxx5 |
ang****@c***************.com |
|
|
|
|
|
|
22 |
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® |
|
|
41577xxxx8 |
tan@t******.com |
5 |
3 |
|
|
|
|
|
|
144 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Buena Vista Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rick T Felix - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx6 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Internet Securities |
300 Frank H. Ogawa Plaza # 210, Oakland, CA 94612 |
|
51044xxxx0 |
a@i**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
85273 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sasser Investment Management |
436 14th St UNIT 805, Oakland, CA 94612 |
|
51083xxxx0 |
bra*@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth |
638 Webster St Suite 420, Oakland, CA 94607 |
|
41566xxxx5 |
bra****@h***********.com |
|
|
|
|
5 |
17 |
154 |
|
152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher Ransom Investments LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
51034xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - San Francisco |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
5 |
1 |
|
|
|
|
14585 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Twin Peaks Wealth Advisors |
1008 Carolan Ave #1301, Burlingame, CA 94010 |
|
41594xxxx0 |
arn***@t******.com |
5 |
2 |
|
|
|
|
421 |
6 |
417 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phocas Financial |
1080 Marina Village Pkwy Suite 520, Alameda, CA 94501 |
|
51052xxxx0 |
cec*********@p**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Foci Wealth Management - Ameriprise Financial Services, LLC |
100 Pringle Ave Ste 420, Walnut Creek, CA 94596 |
|
41574xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blaylock Beal Van, LLC |
350 Frank H. Ogawa Plaza 10th floor, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transformative Wealth Management, LLC |
6317 Fairmount Ave, El Cerrito, CA 94530 |
|
51052xxxx0 |
321*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Jack Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
|
51050xxxx1 |
ban********************@m*.com |
4.22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jonathan Lew - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Investment Co Inc |
211 10th St, Oakland, CA 94607 |
|
51083xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
1331 N California Blvd suite 400/700, Walnut Creek, CA 94596 |
|
92594xxxx0 |
ali*************@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
West Coast Financial |
1814 Franklin St Ste 802, Oakland, CA 94612 |
|
51086xxxx0 |
joh*@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mansell Capital Management |
1545 Verdi St Suite #A, Alameda, CA 94501 |
|
51069xxxx3 |
jsm***@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Pacific Realty |
1901 Harrison St, Oakland, CA 94612 |
|
51075xxxx5 |
cal**********@g****.com |
4.2 |
54 |
|
|
|
|
59 |
|
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephanie E Green - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Corvus Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FV Asset Management Inc. |
6114 La Salle Ave #710, Oakland, CA 94611 |
|
65099xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marin Wealth Advisors LLC Oakland |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51021xxxx0 |
inf*@m******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Elmwood Wealth Management |
2027 Fourth St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Babylon Wealth Management |
1501 N Broadway Suite 204, Walnut Creek, CA 94596 |
|
92544xxxx0 |
jsm***@b************.com |
5 |
4 |
|
|
|
|
173 |
|
174 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Group LLC |
411 30th St 2nd Floor, Oakland, CA 94609 |
|
51065xxxx0 |
ave*@l**************.com |
|
|
|
|
|
|
1007 |
4 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4 |
8 |
Thrive Wealth Management - Ameriprise Financial Services, LLC |
1 Kaiser Plaza #455, Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bay Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41557xxxx1 |
alb************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Lewis Phillips |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Real Property Management Pacific |
3911 Harrison St Ste 201, Oakland, CA 94611 |
|
51090xxxx4 |
131***@b****************.com |
5 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concentric Wealth Management |
251 Lafayette Cir, Lafayette, CA 94549 |
|
92596xxxx0 |
ama***@c****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zhong Wealth Management Group - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41596xxxx1 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Simplify Financial Planning |
|
|
41526xxxx3 |
ari****@s****************.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asti Financial Management |
|
|
51052xxxx7 |
eil***@a************.com |
4.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ak global asset management |
1300 Clay St, Oakland, CA 94612 |
|
51046xxxx8 |
akg************@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Claremont Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oak Wealth Management, LLC |
2890 N Main St #306, Walnut Creek, CA 94597 |
|
92535xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arbor Wealth Management |
2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA 94598 |
|
92594xxxx0 |
k.l**@a**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Consilium Wealth Management |
500 La Gonda Way Suite 210, Danville, CA 94526 |
|
92536xxxx7 |
con************@c*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brandon York - RBC Wealth Management Financial Advisor |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92594xxxx4 |
joh*******@c*.rbcwealthmanagement |
5 |
1 |
|
|
|
|
14743 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
North Berkeley Wealth Management |
1820 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
cdd******@w******************.com |
5 |
1 |
|
|
|
|
568 |
23 |
546 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
openworldproperties.com |
1111 Broadway #300, Oakland, CA 94607 |
|
51025xxxx6 |
inf*@o******************.com |
4.1 |
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Topel & DiStasi Wealth Management |
2907 Claremont Ave #111, Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Falcon Wealth Planning |
1999 Harrison St #1800, Oakland, CA 94612 |
|
85596xxxx6 |
cca*****@f*******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Litman Gregory Asset Management |
1676 N California Blvd #200, Walnut Creek, CA 94596 |
|
92525xxxx9 |
ama**********************@l***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hawk Hill Wealth Management Group |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx2 |
wms**********@r**.com |
5.03 |
|
|
|
|
|
12376 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
4900 Hopyard Rd, Pleasanton, CA 94588 |
|
92522xxxx0 |
ali*************@m*.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh |
1998 Mountain Blvd, Oakland, CA 94611 |
|
51033xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
345417 |
5420 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
dns*****@a***.com |
1 |
2 |
|
|
|
|
63 |
4 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Desmond Wealth Management, Inc. |
1850 Mt Diablo Blvd #630, Walnut Creek, CA 94596 |
|
92593xxxx4 |
des***********@d************.com |
|
|
|
|
|
|
80 |
7 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
1111 broadway, Floor 22nd, Oakland, CA 94607 |
|
51020xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lake Merritt Investments Co |
134 E 16th St, Oakland, CA 94606 |
|
51062xxxx9 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lula Financial |
66 Franklin St 3rd Floor, Oakland, CA 94607 |
|
41563xxxx7 |
|
4.2 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Smart Path Wealth Management |
4695 Chabot Dr Suite 200, Pleasanton, CA 94588 |
|
|
pni****@s**********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grand Slam Business Solutions |
462 Elwood Ave #6, Oakland, CA 94610 |
|
51047xxxx6 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brickley Wealth Management |
1900 O'Farrell St # 330, San Mateo, CA 94403 |
|
65063xxxx1 |
aar**@b*************.com |
3.5 |
2 |
|
|
|
|
28 |
|
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management |
1999 Harrison St #1200, Oakland, CA 94612 |
|
51026xxxx0 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Park Place Wealth Advisors |
18 Orinda Way, Orinda, CA 94563 |
|
92525xxxx6 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Christopher Lightner |
1150 Ballena Blvd #100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dunlap Equity Management, LLC |
1212 Broadway Suite 500B, Oakland, CA 94612 |
|
41556xxxx0 |
jan*****@a*****.business |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mynd Property Management |
1611 Telegraph Ave Suite 1200, Oakland, CA 94612 |
|
51054xxxx4 |
aar*********@m***.co |
4.3 |
990 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rose Bridge Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zachary Persin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
|
92527xxxx4 |
wms**********@r**.com |
|
|
|
|
|
|
12376 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Enhancement Group |
1999 Harrison St #1530, Oakland, CA 94612 |
|
41598xxxx0 |
abr*****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Proprietor Wealth Management |
700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939 |
|
41556xxxx9 |
inf*@a***********.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Martha Madrid |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx6 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Pulley Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prime Property Group |
484 Lake Park Ave Suite 280, Oakland, CA 94610 |
|
51022xxxx0 |
bri***@p**************.com |
3.4 |
73 |
|
|
|
|
156 |
7 |
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Romar Wealth Management |
600 Grand Ave #301, Oakland, CA 94610 |
|
51081xxxx9 |
abc***@r***********.com |
|
|
|
|
|
|
17485 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bordeaux Wealth Advisors |
1550 El Camino Real Suite 100, Menlo Park, CA 94025 |
|
65028xxxx5 |
inf*@b***************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bell Investment Advisors |
1111 Broadway #1630, Oakland, CA 94607 |
|
80070xxxx9 |
bba****@b*********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Bail - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1Sharpe Capital |
2201 Broadway #100, Oakland, CA 94612 |
|
51021xxxx9 |
agr***@1******.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Discovery Investment Inc |
3521 Grand Ave, Oakland, CA 94610 |
|
51058xxxx0 |
bon***@d**********.com |
3.2 |
34 |
|
|
|
|
108 |
3 |
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Magarian Richard D |
2231 Carleton St #3224, Berkeley, CA 94704 |
|
51054xxxx7 |
rma******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sierra Pacific Financial Advisors, LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
92522xxxx8 |
ama@s********.com |
|
|
|
|
|
|
84 |
|
88 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Enhance Wealth Advisors |
700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596 |
|
92593xxxx9 |
inf*@e********.com |
5 |
1 |
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC |
1333 N California Blvd #630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The 8 Bridges Bay Area Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Percy D. McGee, Jr. |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx5 |
a.h*****@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EntreFolio Wealth Management |
344 Thomas L Berkley Way, Oakland, CA 94612 |
|
41591xxxx2 |
inf*@e*********.com |
|
|
|
|
|
|
|
|
236 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
11 |
Bay Area Wealth Management Group, LLC |
12647 Alcosta Blvd Suite 370, San Ramon, CA 94583 |
|
92580xxxx4 |
dbo**@b****.com |
|
|
|
|
|
|
|
|
64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Egan Brown - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Lapham Company Property Management |
4844 Telegraph Ave, Oakland, CA 94609 |
|
51059xxxx0 |
ala****@l************.com |
3.4 |
96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Samantha N Dinh, CFP - PARAGON FINANCIAL PLANNING |
550 Park St #105, Alameda, CA 94501 |
|
51022xxxx4 |
inf*@p*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shum Financial Group - Cliff Shum, CFP |
1402 Park St STE E, Alameda, CA 94501 |
|
51074xxxx2 |
bel**@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Selborne Properties Inc. |
510 49th St #217, Oakland, CA 94609 |
|
51025xxxx0 |
fxa************@p****.dreamhost |
4.3 |
12 |
|
|
|
|
|
|
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Xiao-Meng Sun Qi |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Voleon Group |
2484 Shattuck Ave., Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
3.1 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Enhancement Group |
6201 Medau Pl Suite 101, Oakland, CA 94611 |
|
51033xxxx3 |
aba****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Emerge Financial Group |
7677 Oakport St # 1060, Oakland, CA 94621 |
|
70742xxxx2 |
b_b*****@e**************.com |
5.014 |
|
|
|
|
|
34 |
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chang & Associates Financial Advisors |
2820 Telegraph Ave, Berkeley, CA 94705 |
|
51054xxxx2 |
mch***@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Group LLC |
411 30th St Second Floor, Oakland, CA 94609 |
|
51065xxxx0 |
amc*******@l**************.com |
4.2 |
5 |
|
|
|
|
1005 |
4 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Fitness Center Inc |
295 27th St, Oakland, CA 94612 |
|
51065xxxx4 |
ann*@f*********************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Modern Family Finance |
1999 Harrison St #1800, Oakland, CA 94612 |
|
41535xxxx9 |
jan*@m******************.com |
5 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balance Financial Planning, LLC |
5438 Shafter Ave, Oakland, CA 94618 |
|
51084xxxx2 |
che***@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Modern Financial Planning |
344 Thomas L Berkley Way M10, Oakland, CA 94612 |
|
51051xxxx9 |
doe*****@m*******.com |
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
3348 LAKESHORE AVE, OAKLAND, CA 94610 |
|
51083xxxx2 |
aar**********@w*********.com |
|
|
|
|
|
|
155157 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Deborah Tharp - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Aaron D. Hudson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx9 |
a.h*****@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Grace Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
|
92594xxxx6 |
ban********************@m*.com |
4.61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
joh*@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LAB Wealth Management LLC |
1130 Wood St, Oakland, CA 94607 |
|
51073xxxx4 |
leo*@l******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BlackOak Management |
5974 Racine St, Oakland, CA 94609 |
|
41549xxxx1 |
mfr****@b*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Yvan (Ivan) Fung |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51050xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Avengers |
505 14th St #310, Oakland, CA 94612 |
|
41577xxxx4 |
cap****@f****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Patrick J Greening |
1331 N California Blvd Suite 400, Walnut Creek, CA 94596 |
|
92594xxxx2 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Destination Wealth Management |
1255 Treat Blvd #900, Walnut Creek, CA 94597 |
|
92593xxxx0 |
act@d************.com |
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management |
1999 Harrison St, Oakland, CA 94612 |
|
51026xxxx0 |
cli**********@r**.com |
|
|
|
|
|
|
14743 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Russell Huebschle - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Personal Best Financial LLC |
4263 Gilbert St, Oakland, CA 94611 |
|
65022xxxx1 |
gle**@p********************.com |
5.02 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grizzly Peak Group LLC |
1300 Clay St, Oakland, CA 94612 |
|
51042xxxx0 |
inf*@g***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Robarts/Miller Team - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Faubion Wealth Management |
|
|
92532xxxx0 |
inf*@f********.com |
5 |
1 |
|
|
|
|
37 |
|
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reap Legacy, Inc. |
1901 Harrison St, Oakland, CA 94612 |
|
51040xxxx6 |
pat@r*********.com |
4.6 |
10 |
|
|
|
|
24 |
|
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PF Wealth Management Group LLC |
1970 Broadway Ste 525, Oakland, CA 94612 |
|
51098xxxx8 |
inf*@p************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Curtis Financial Planning |
2655 Haverhill Dr, Oakland, CA 94611 |
|
51045xxxx8 |
ale*@c**********************.com |
5 |
2 |
|
|
|
|
|
|
2100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roofstock |
2001 Broadway, Oakland, CA 94612 |
|
80046xxxx6 |
aak***@r********.com |
4.9 |
154 |
|
|
|
|
|
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
P F Wealth Management Group |
1970 Broadway Suite 525, Oakland, CA 94612 |
|
51098xxxx8 |
inf*@p************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
180 Grand Ave, Oakland, CA 94612 |
|
51098xxxx0 |
ata********@s*****.com |
2.9 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monroe Wealth Management |
1160 Battery St suite 100, San Francisco, CA 94111 |
|
51099xxxx3 |
joh*******@m*******.com |
5 |
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|