De La Pena, Kristopher, CFP |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94979xxxx2 |
bri***********@a***.com |
|
|
|
|
|
|
|
|
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gilbreth, Stephen |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx4 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Statewide Investors |
3605 Long Beach Blvd, Long Beach, CA 90807 |
|
56298xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hari Om Investments Limited |
6145 E Joan D Arc Cir, Orange, CA 92869 |
|
71499xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TMC Group Income Tax |
13861 Brookhurst St Ste 3 Garden Grove, CA 92843 |
|
71448xxxx4 |
|
|
|
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Break'thu Investment Inc |
5402 Hayter Ave, Lakewood, CA 90712 |
|
56253xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
1835 W Orangewood Ave, Orange, CA 92868 |
|
71494xxxx8 |
dns******@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Nichols & Associates Inc. |
17901 Von Karman Ave Ste 600, Irvine, CA 92614 |
|
94933xxxx0 |
|
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
3621 S Harbor Blvd, Santa Ana, CA 92704 |
|
94963xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
940 S Coast Dr, Costa Mesa, CA 92626 |
|
71448xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Boatright Capital Management |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
bre*****@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Woodson Wealth Management |
San Diego, CA 92130 |
|
85892xxxx0 |
adm**@w********.com |
|
|
3 |
2 |
|
|
188 |
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schneider Investment Group |
17284 Newhope St, Fountain Valley, CA 92708 |
|
71436xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Correa, Eladio, AGT |
101 Main St, Huntington Beach, CA 92648 |
|
71437xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quantum Econometrics |
15141 Whittier Blvd, Whittier, CA 90603 |
|
56294xxxx7 |
smi***@q**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flagstar Bank |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
71454xxxx0 |
a.d******@f*******.com |
1.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maureen Flanagan |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx0 |
aos*****@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baton Secured Investment Inc |
1525 N Endeavor Ln, Anaheim, CA 92801 |
|
71468xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Afrasiab, Ashkan, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Systems International |
14034 Beach Blvd, Westminster, CA 92683 |
|
71459xxxx0 |
mj@n****.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capstone Partners Financial and Insurance Services |
4695 MacArthur Ct Suite 1000, Newport Beach, CA 92660 |
|
94966xxxx7 |
cap*****@f*************.com |
3.5 |
4 |
|
|
|
|
835 |
27 |
850 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Tax |
11105 S Brookhurst St, Garden Grove, CA 92840 |
|
71470xxxx8 |
aby**@l*********.com |
3.5 |
16 |
|
|
|
|
105948 |
13484 |
106000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ulivi Wealth Management |
369 S Glassell St, Orange, CA 92866 |
|
71477xxxx0 |
and***@a********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dinh Investments |
15058 Moran St, Westminster, CA 92683 |
|
71489xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sina Azari - Catalyst |
Ansheim, CA 92808 |
|
65021xxxx4 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources Capital Management, LLC |
120 Newport Center Dr #100, Newport Beach, CA 92660 |
|
94926xxxx6 |
ale**@s***********.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources Capital Mangement |
16755 Von Karman Ave, Irvine, CA 92606 |
|
94926xxxx6 |
ale**@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
United Financial Group |
10212 Westminster Ave Ste 116, Garden Grove, CA 92843 |
|
71453xxxx4 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pelorus Equity Group |
124 Tustin Ave Suite 200, Newport Beach, CA 92663 |
|
94972xxxx3 |
inf*@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Walter Crutended |
4600 Campus Dr, Newport Beach, CA 92660 |
|
94939xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Title Loans |
2102 Business Center Dr Ste 130, Irvine, CA 92612 |
|
85533xxxx1 |
sup****@c*******************.org |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bovee, Travis |
180 E Main St, Tustin, CA 92780 |
|
71470xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Katiana Jamm - Financial Advisor, Ameriprise Financial Services |
1 Park Plz Ste 600, Irvine, CA 92614 |
|
94938xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
184 |
24 |
189 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advance Financial |
9081 Bolsa Ave, Westminster, CA 92683 |
|
71469xxxx4 |
and*************@a******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pcre Investment Group |
9430 Warner Ave, Fountain Valley, CA 92708 |
|
71448xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hassan Rashwan |
2424 W Ball Rd, Anaheim, CA 92804 |
|
71498xxxx4 |
hsn***@g****.com |
4.9 |
15 |
4.9 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Moreno Investments |
110 Grand Ave, Long Beach, CA 90803 |
|
56243xxxx8 |
inf*@d*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M G M Financial Corp |
10350 Heritage Park Dr, Santa Fe Springs, CA 90670 |
|
56294xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fleishman, John C |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D & S Investments |
3751 S Harbor Blvd, Santa Ana, CA 92704 |
|
71443xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
441 Whittier Blvd, La Habra, CA 90631 |
|
56226xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B R Investors |
17392 Daimler St, Irvine, CA 92614 |
|
31078xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Financial & Real Estate Center |
16531 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71484xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
500 N State College Blvd Ste 1100, Orange, CA 92868 |
|
71468xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inno Cal Venture |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
71485xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Matters With Ken Moraif |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94939xxxx0 |
aar**@m***********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heenan Financial |
4657 Hazelnut Ave, Seal Beach, CA 90740 |
|
56259xxxx8 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
THK Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
650 Town Center Dr Ste 500, Costa Mesa, CA 92626 |
|
71442xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: John Thomas Patton |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2301 S Main St, Santa Ana, CA 92707 |
|
71466xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Luminate Wealth Management and Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx7 |
ang**************@n*.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Trends Investments |
2010 Main St, Irvine, CA 92614 |
|
94979xxxx0 |
anh@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
3355 Cerritos Ave, Los Alamitos, CA 90720 |
|
56243xxxx9 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
2350 Main St, Irvine, CA 92614 |
|
71468xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GSK LLP |
12912 Brookhurst St # 370, Garden Grove, CA 92840 |
|
71453xxxx0 |
cpa@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cochran Investment Company |
2512 Chambers Rd, Tustin, CA 92780 |
|
71473xxxx0 |
kel********@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dmw Investments Inc |
12501 Imperial Hwy, Norwalk, CA 90650 |
|
56237xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wise Steward Royal Alliance |
4883 E La Palma Ave, Anaheim, CA 92807 |
|
71476xxxx3 |
chi*******@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Luke Cattau - Thrivent |
959 S Coast Dr Ste 374, Costa Mesa, CA 92626 |
|
94926xxxx2 |
adm**@d***********.com |
|
28 |
|
|
|
|
411589 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jonathan Roberts Investment |
1215 W Imperial Hwy, Brea, CA 92821 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Financial Center |
13952 Brookhurst St, Garden Grove, CA 92843 |
|
71474xxxx6 |
an.********@b***.com |
2 |
54 |
|
|
|
|
862779 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Omega One Company |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94979xxxx8 |
cal*@o*******.net |
|
|
|
|
|
|
1715 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
18191 Von Karman Ave Ste 420, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
18502 Beach Blvd Ste 120, Huntington Beach, CA 92648 |
|
71484xxxx1 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeremy Tysor-Thrivent |
5200 Warner Ave, Huntington Beach, CA 92649 |
|
71484xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel Cucuiat - Signature Resources |
2601 Main St Ste 700, Irvine, CA 92614 |
|
94979xxxx4 |
inf*@s****.com |
|
|
|
|
|
|
84 |
|
96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gilford Securities INC |
2020 Main St Ste 650, Irvine, CA 92614 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
211 Imperial Hwy Ste 103, Fullerton, CA 92835 |
|
71452xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bjr Capital Holdings |
2301 Dupont Dr, Irvine, CA 92612 |
|
94930xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Xel Advisors |
337 N Vineyard Ave Ste 230 Ontario, CA 91764 |
|
71482xxxx1 |
car****@x**********.com |
|
|
4.9 |
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pathway Capital Management |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx0 |
ada***********@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx2 |
wms**********@r**.com |
|
|
|
|
|
|
12835 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joe, Dick S |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fabian Wealth Strategies |
3070 Bristol St, Costa Mesa, CA 92626 |
|
71466xxxx3 |
mar******@m*************.com |
|
|
|
|
|
|
2748 |
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx5 |
cry************@a***.com |
|
235 |
|
|
|
|
230 |
|
233 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
10 Acre Investments |
4490 Von Karman Ave, Newport Beach, CA 92660 |
|
94937xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Partners II |
10440 Ontiveros Pl, Santa Fe Springs, CA 90670 |
|
56294xxxx7 |
aab********@l*************.com |
|
|
|
|
|
|
250 |
5 |
274 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MWJ Wealth Stategies LLC |
7777 Center Ave, Huntington Beach, CA 92647 |
|
71489xxxx0 |
ali*********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
G T Inspections |
San Juan Drive, Fullerton, CA 92831 |
|
71490xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Galloway, Bruce |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoang Tran Investment Corp |
1116 W Locust Ave, Anaheim, CA 92802 |
|
71423xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennett Investment Co |
2222 Martin Ste 250, Irvine, CA 92612 |
|
94983xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K M Trading |
4570 Campus Dr, Newport Beach, CA 92660 |
|
94975xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Energy and Environmental Investments |
1901 Carnegie Ave Ste 1B, Santa Ana, CA 92705 |
|
71482xxxx6 |
ami*@c*******************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lemox |
5150 E Pacific Coast Hwy, Long Beach, CA 90804 |
|
73235xxxx3 |
sup****@l****.io |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Villegas & Associates |
317 S Brand Blvd, San Fernando, CA 91340 |
|
81853xxxx0 |
|
|
|
4.8 |
100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mollison & Sediqi Wealth Management Group |
11021 Winners Circle Way Ste 105, Los Alamitos, CA 90720 |
|
71459xxxx7 |
den***@m**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diligent Financial Group |
1600 Dove St # 250, Newport Beach, CA 92660 |
|
94946xxxx7 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Best Investment Realty |
17699 San Simeon St, Fountain Valley, CA 92708 |
|
71465xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TNL Car Title Loans |
5345 E 2nd St Ste 1, Long Beach, CA 90803 |
|
56236xxxx2 |
3ce*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank – Wealth Management Banker: Kenia Bravo |
13525 Whittier Blvd, Whittier, CA 90605 |
|
56269xxxx9 |
ale************@u*****.com |
|
|
|
|
|
|
345636 |
5049 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
8150 La Palma Ave, Buena Park, CA 90620 |
|
71482xxxx2 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Finn Financial Group |
260 Newport Center Dr #100, Newport Beach, CA 92660 |
|
94999xxxx2 |
ash***@f*****************.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hnk Investment Inc |
7700 Orangethorpe Ave, Buena Park, CA 90621 |
|
71452xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Randy Hawkins |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Public Economics Inc |
134 S Glassell St, Orange, CA 92866 |
|
71464xxxx2 |
bsn****@p*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rgt Capital Management LTD |
1 Park Plz Ste 950, Irvine, CA 92614 |
|
94995xxxx5 |
abl********@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greenpath Investors Club |
1874 Fanwood Ave, Long Beach, CA 90815 |
|
24855xxxx0 |
amp******@g********.com |
|
|
|
|
|
|
12290 |
|
12000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dexter Ralph |
12631 Imperial Hwy Ste A223, Santa Fe Springs, CA 90670 |
|
56286xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RPM Commercial Real Estate |
525 S Douglas St Ste 270 El Segundo, CA 90245 |
|
42428xxxx0 |
bri**@r*****.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lpl Financial |
18837 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tsai, Meng |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Petra Chien |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx9 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
135 S State College Blvd Ste 110, Brea, CA 92821 |
|
71451xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primior Asset Management |
750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765 |
|
86646xxxx6 |
adv*****@p******.com |
4 |
21 |
4.9 |
31 |
|
|
983 |
|
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andorra Investment Management |
5941 E Naples Plz, Long Beach, CA 90803 |
|
56243xxxx0 |
and****@a******.com |
|
|
|
|
|
|
|
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
marrick wealth |
2211 Michelson Dr #545, Irvine, CA 92612 |
|
94925xxxx0 |
adv*****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pathway Capital Management |
18101 Von Karman Ave Ste 330, Irvine, CA 92612 |
|
94962xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amro Investment |
450 S Ranch View Cir Apt 66, Anaheim, CA 92807 |
|
71445xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JMB Financial Managers |
6 Hutton Centre Dr # 1280, Santa Ana, CA 92707 |
|
94925xxxx4 |
inf*@j*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arv Investments |
11904 Kibbee Ave, La Mirada, CA 90638 |
|
56294xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
18300 Von Karman Ave Ste 400, Irvine, CA 92612 |
|
94947xxxx1 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
815 E Birch St, Brea, CA 92821 |
|
80052xxxx1 |
a61****@f*******.com |
4 |
30 |
|
|
|
|
320194 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M E Investments |
220 Marie St, La Habra, CA 90631 |
|
56268xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
2601 Main St, Irvine, CA 92614 |
|
94985xxxx3 |
a@m******.com |
|
|
|
|
|
|
695720 |
4076 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Service Inc |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
|
|
|
|
|
|
|
163 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clover Investment Group Inc |
4533 Macarthur Blvd, Newport Beach, CA 92660 |
|
94946xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DJG Investments Corp |
444 W Ocean Blvd, Long Beach, CA 90802 |
|
80037xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Lending |
5199 E Pacific Coast Hwy Ste 510, Long Beach, CA 90804 |
|
56271xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alexander P. Velto - UBS Financial Services Inc. |
135 S State College Blvd Ste 650, Brea, CA 92821 |
|
71425xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
V N Investment |
13231 Brookhurst St, Garden Grove, CA 92843 |
|
71463xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Duckworth & Mehner |
3189 Pullman St, Costa Mesa, CA 92626 |
|
71443xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Catherine Fullerton - Thrivent |
18377 Beach Blvd Ste 215, Huntington Beach, CA 92648 |
|
71496xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
187 W Orangethorpe Ave, Placentia, CA 92870 |
|
71472xxxx6 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Veritrust Financial |
10101 Slater Ave, Fountain Valley, CA 92708 |
|
71496xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R P Investments |
2107 W Coronet Ave, Anaheim, CA 92801 |
|
71477xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Anna Li |
15739 Imperial Hwy, La Mirada, CA 90638 |
|
56294xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent Financial |
4000 Long Beach Blvd, Long Beach, CA 90807 |
|
56298xxxx8 |
aar************@t*******.com |
|
|
|
|
|
|
411518 |
|
401000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mazzotta, David P |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Citi |
10081 Valley View St, Cypress, CA 90630 |
|
71450xxxx1 |
ant**************@c***.com |
3 |
26 |
|
|
|
|
154293 |
1840 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Monica G Schick |
4195 N Viking Way Ste 110, Long Beach, CA 90808 |
|
56242xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ponte Vedra Property Investment |
12833 Harbor Blvd, Garden Grove, CA 92840 |
|
71432xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JJ Global Investment |
9192 Garden Grove Blvd Ste B Garden Grove, CA 92844 |
|
71420xxxx8 |
|
5 |
3 |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edelman Financial Engines |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
83375xxxx3 |
a.b*****@e***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ubs |
301 E Ocean Blvd Ste 1600, Long Beach, CA 90802 |
|
56249xxxx0 |
aar*******@u**.com |
|
|
|
|
|
|
229645 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MD Investment Solutions |
17772 17th St, Tustin, CA 92780 |
|
71473xxxx7 |
afe****@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M & H Investment Co |
2600 Camino Del Sol, Fullerton, CA 92833 |
|
71444xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Suzanne Linn, CPA |
801 E Chapman Ave Ste 109, Fullerton, CA 92831 |
|
71429xxxx5 |
ebe*@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rodney Jacobson - One Way Lending |
Lancaster, CA 93536 |
|
66195xxxx0 |
|
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Second Chance Financial |
123 E Arrow Hwy, San Dimas, CA 91773 |
|
80022xxxx3 |
*nn*@s***********************.com |
4.3 |
47 |
4.8 |
175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Group Securities Inc |
765 The City Dr S Ste 100, Orange, CA 92868 |
|
71474xxxx0 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sessions, Shawn |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wito Investments Inc |
6282 Pacemont Dr, Huntington Beach, CA 92648 |
|
71427xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tmirebroker |
2892 N Bellflower Blvd Ste 462, Long Beach, CA 90815 |
|
56224xxxx3 |
inf*@t**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America INC |
834 E 4th St Unit 12, Long Beach, CA 90802 |
|
71496xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vusa Trade Company, LLC |
2674 W Lincoln Ave, Anaheim, CA 92801 |
|
71436xxxx5 |
vus******@g****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pearson Wealth Management |
|
|
56227xxxx5 |
van****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Next Level Investments Corp |
13019 Brazil St, Cerritos, CA 90703 |
|
56286xxxx6 |
Kev*********@k*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gregg Kaufman - Watermark Life |
2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361 |
|
81858xxxx7 |
ala*@w************.com |
|
|
|
|
|
|
51 |
12 |
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward A Torres |
500 N State College Blvd, Orange, CA 92868 |
|
71468xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Ryan C Schwartz |
229 E Commonwealth Ave, Fullerton, CA 92832 |
|
71444xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SunAmerica |
14111 Freeway Dr, Santa Fe Springs, CA 90670 |
|
56240xxxx2 |
aad*****@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Honda Finance Corporation |
10801 Walker St #140, Cypress, CA 90630 |
|
71481xxxx0 |
and************@h*********************.com |
1.3 |
82 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barney Smith |
2677 N Main St Ste 1000, Santa Ana, CA 92705 |
|
71483xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SJU Investment Holdings Inc |
11080 Artesia Blvd Ste C, Cerritos, CA 90703 |
|
56221xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Seaman Company |
3 Park Plz Ste 550, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Professional Practice Sales |
18410 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brookstreet Securities Corporation |
2361 Campus Dr Ste 210, Irvine, CA 92612 |
|
94949xxxx0 |
pw-********************************@p**************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Darren Chung |
18000 Studebaker Rd, Cerritos, CA 90703 |
|
62621xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
QUAD ENTERPRISES LLC |
1048 Irvine Ave Ste 196, Newport Beach, CA 92660 |
|
94946xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newcap Partners Inc |
2082 Michelson Dr, Irvine, CA 92612 |
|
94966xxxx9 |
bua**@n*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spectrum Asset Mangemet, Inc. |
1301 Dove St Ste 970, Newport Beach, CA 92660 |
|
94971xxxx0 |
ach***@m*********.com |
|
|
|
|
|
|
166767 |
126 |
187000 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Resources & Insurance |
5500 Bolsa Ave # 145, Huntington Beach, CA 92649 |
|
71490xxxx0 |
dka****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Diversified Holdings |
275 Mccormick Ave, Costa Mesa, CA 92626 |
|
94933xxxx3 |
cod****************************@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flash Back |
11432 South St # 206, Cerritos, CA 90703 |
|
87829xxxx0 |
gra**********@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investment Co |
6100 Gateway Dr, Cypress, CA 90630 |
|
71425xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A G Investments |
121 W Whittier Blvd Ste 200, La Habra, CA 90631 |
|
56290xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oracle 4 Investments Inc |
9957 Artesia Pl, Bellflower, CA 90706 |
|
56290xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vasiljevic, Luka |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Coast Asset Mgmt |
1224 S Beach Blvd, Anaheim, CA 92804 |
|
71475xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All Points Investments |
12522 Brookhurst St, Garden Grove, CA 92840 |
|
71463xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Avantax Investment Services |
800 S Harbor Blvd, Anaheim, CA 92805 |
|
94924xxxx2 |
day**@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nationwide Trading Group |
736 W Lamark Dr, Anaheim, CA 92802 |
|
71429xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Masuda Investments |
5560 Ackerfield Ave, Long Beach, CA 90805 |
|
56252xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roth Capital Group |
888 San Clemente Dr, Newport Beach, CA 92660 |
|
41591xxxx0 |
abe****@r***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TRT Investment Group Inc |
8112 Talbert Ave, Huntington Beach, CA 92646 |
|
71484xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eagle Talon |
12242 Skyline Dr, Santa Ana, CA 92705 |
|
56275xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quantum Leap Investments |
3 Park Plz, Irvine, CA 92614 |
|
94983xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clara Gill Financial Planner |
18586 Main St, Huntington Beach, CA 92648 |
|
76073xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Securities |
2030 Main St Ste 1030, Irvine, CA 92614 |
|
94926xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JST Investment Consulting |
12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740 |
|
56299xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
187 E Orangethorpe Ave, Anaheim, CA 92801 |
|
71472xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flagstar Bank |
9101 Telegraph Rd, Pico Rivera, CA 90660 |
|
56256xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fernandez Financial Advisory |
5212 Katella Ave Ste 205 Los Alamitos, CA 90720 |
|
56259xxxx4 |
|
|
|
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cardinal Point Wealth Management, LLC |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94991xxxx4 |
bra*****@c******************.com |
|
|
|
|
|
|
446 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
94967xxxx0 |
bra*@c*****.com |
3.7 |
3 |
|
|
|
|
35 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daigneault, Vincent J |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
71496xxxx0 |
aar************@r***********.com |
5 |
6 |
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Coast Capital |
3400 Irvine Ave Ste 205, Newport Beach, CA 92660 |
|
94922xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Four D Investments of Cal |
8201 Westminster Blvd, Westminster, CA 92683 |
|
71493xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acosta Investments |
2900 Bristol St, Costa Mesa, CA 92626 |
|
71454xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waider Financial & Insurance Services, Inc. |
3030 Old Ranch Pkwy # 375, Seal Beach, CA 90740 |
|
56298xxxx0 |
hea****@w********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
408 Merrywood Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
aal*******@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gomberg McQuilkin Wealth Management Group |
701 S Parker St, Orange, CA 92868 |
|
71449xxxx6 |
jod**@g**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lauren Hawkins-Thrivent |
18377 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Comprehensive Financial Services |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94955xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division |
680 Langsdorf Dr Ste 204, Fullerton, CA 92831 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premium Capital Funding |
1905 E 17th St Ste 226, Santa Ana, CA 92705 |
|
88884xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crossroads Planning |
765 City Dr S Ste 390 Orange, CA 92868 |
|
71479xxxx2 |
joh*******@c******************.com |
|
|
4.9 |
123 |
|
|
270 |
68 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
St Paul Investments |
3700 S Susan St, Santa Ana, CA 92704 |
|
31089xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
230 S State College Blvd, Brea, CA 92821 |
|
71425xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA |
520 Broadway #200, Santa Monica, CA 90401 |
|
31022xxxx6 |
asc***@w*********.com |
5 |
14 |
|
|
|
|
242 |
|
251 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kincselfinvest.com Kothari |
2082 Michelson Dr, Irvine, CA 92612 |
|
56240xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Associates Inc |
485 E 17th St Ste 350, Costa Mesa, CA 92627 |
|
94954xxxx2 |
aba*****@r************.com |
|
|
|
|
|
|
2988 |
27 |
3500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fobear & Shortall Investments |
2110 Peachwood Ln, Santa Ana, CA 92705 |
|
71455xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Strategies-Wealth Management Group |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71436xxxx4 |
bla******@f****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leonid |
16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649 |
|
56254xxxx5 |
inf*@l************.io |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Optima Asset Management Services Inc |
1600 Dove St Ste 480, Newport Beach, CA 92660 |
|
94985xxxx0 |
*nn*@o**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Premier Bank |
17901 Von Karman Ave Ste 1200, Irvine, CA 92614 |
|
94947xxxx5 |
aag*******@p***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Willory Investments Inc |
4961 Los Patos Ave, Huntington Beach, CA 92649 |
|
71484xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
|
56274xxxx1 |
ale***@j***********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joe Wu, CPA |
Los Angeles, CA 90015 |
|
92577xxxx9 |
joe**@j*******.com |
4.3 |
6 |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nichols Capital Management Nichols Capital Management |
10131 Birchwood Dr, Huntington Beach, CA 92646 |
|
71496xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Funding |
2168 Walker Ln, Fullerton, CA 92833 |
|
21350xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jackson Tidus |
2030 Main St Ste 1200, Irvine, CA 92614 |
|
94975xxxx5 |
abe*******@j***********.law |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bufkin Investment LP |
817 W Glenwood Ter, Fullerton, CA 92832 |
|
71452xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goldberg, Ben |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx6 |
rbc*********@r**.com |
|
|
|
|
|
|
12830 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Haberl Wealth Management |
7777 Center Ave Ste 120, Huntington Beach, CA 92647 |
|
71462xxxx9 |
chr**@h***********.com |
|
|
|
|
|
|
264 |
|
256 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T K Wealth Management |
3000 E Birch St, Brea, CA 92821 |
|
94921xxxx0 |
tra***********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Management Realty, Inc |
8642 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71420xxxx5 |
abd**@c*******.com |
4.9 |
76 |
|
|
4.7 |
5 |
271 |
260 |
277 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centaurus Financial Inc |
1820 W Orangewood Ave Ste 106, Orange, CA 92868 |
|
71494xxxx0 |
aar*******@c*****************.com |
|
|
|
|
|
|
330 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cherie A Jones-Financial Advisor, Ameriprise Financial Services |
12842 Valley View St, Garden Grove, CA 92845 |
|
71424xxxx0 |
che*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Independent Capital Management |
695 Town Center Dr Ste 530, Costa Mesa, CA 92626 |
|
94945xxxx0 |
che***@j******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Green Plant Investments Inc |
1430 S Euclid St, Fullerton, CA 92832 |
|
71421xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Emerald 21 Investment |
555 W Lambert Rd, Brea, CA 92821 |
|
71442xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Partners Capital Group |
201 Sandpointe Ave Ste 500, Santa Ana, CA 92707 |
|
94991xxxx0 |
ala****@p*****************.com |
|
|
|
|
|
|
349 |
113 |
352 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cockrell Investment Group |
6138 Orange Ave, Long Beach, CA 90805 |
|
56298xxxx6 |
|
|
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gale Investments |
5411 E La Palma Ave, Anaheim, CA 92807 |
|
71469xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SAI Capital Management |
3010 Old Ranch Pkwy # 460, Seal Beach, CA 90740 |
|
56259xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zion Investments Funds |
17620 Fitch, Irvine, CA 92614 |
|
94939xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Minival Investment Inc |
2102 Westminster Mall, Westminster, CA 92683 |
|
71489xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
International Realty |
1100 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx0 |
inf*@i*****.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bruce C Branstine |
2811 E Katella Ave Ste 200, Orange, CA 92867 |
|
71444xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pure Financial Advisors, LLC |
2020 Main St #690, Irvine, CA 92614 |
|
94977xxxx0 |
abb********@p************.com |
3.7 |
3 |
|
|
|
|
1668 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NA Wealth & Legacy |
4101 Birch St Ste 130 Newport Beach, CA 92660 |
|
95126xxxx6 |
nay***@n**************.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D Johnson Investments Inc |
12340 Seal Beach Blvd, Seal Beach, CA 90740 |
|
31035xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
18231 Irvine Blvd Ste 203, Tustin, CA 92780 |
|
71473xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spectrum Asset Management Inc |
1301 Dove St #720, Newport Beach, CA 92660 |
|
94971xxxx0 |
ach***@m*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
12310 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56259xxxx5 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bentley Co |
13658 Red Hill Ave, Tustin, CA 92780 |
|
71431xxxx6 |
aar*********@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parker & Parker Tax and Accounting |
5122 Katella Ave Ste 310 Los Alamitos, CA 90720 |
|
56293xxxx6 |
|
|
|
4.6 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Capital Invstmnt Grp |
2718 E 2nd St, Long Beach, CA 90803 |
|
56268xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Del Sol Investments |
2230 W Chapman Ave # 109, Orange, CA 92868 |
|
71446xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services - Jeffrey Barrera |
4909 Lakewood Blvd Ste 505, Lakewood, CA 90712 |
|
56252xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carol International |
19112 Gridley Rd, Cerritos, CA 90703 |
|
56240xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Asset Management |
21222 Fern Cir, Huntington Beach, CA 92646 |
|
71433xxxx7 |
bry***@n*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Purus Wealth Management |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94935xxxx0 |
inf*@p******.com |
|
|
|
|
|
|
122 |
16 |
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 |
|
71496xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RTI Co |
13632 Taft St, Garden Grove, CA 92843 |
|
71461xxxx4 |
aco**********@r**.org |
|
|
|
|
4.5 |
153 |
22385 |
|
26000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T-Pac Investments Inc |
2650 Harla Ave, Costa Mesa, CA 92626 |
|
71443xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newbrander Family Trust |
13271 Ethelbee Way, Santa Ana, CA 92705 |
|
71454xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Budc Capitol Holdings |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
94947xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Brokerage |
2081 Business Center Dr, Irvine, CA 92612 |
|
94926xxxx4 |
adr***@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alloy Ventures Inc |
2390 E Orangewood Ave, Anaheim, CA 92806 |
|
65068xxxx0 |
cra**@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Consultants |
Los Angeles, CA 90023 |
|
62694xxxx1 |
baf*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John James - Raymond James |
17220 Newhope St Ste 216, Fountain Valley, CA 92708 |
|
71470xxxx5 |
ral**********@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Escobar, Timothy |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Portfolio Rx |
2082 Michelson Dr, Irvine, CA 92612 |
|
94944xxxx7 |
dea*@b************.com |
|
|
|
|
|
|
|
|
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent Lovoy |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94962xxxx4 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lpl Financial |
500 N State College Blvd, Orange, CA 92868 |
|
71493xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ivory Coast Investments |
3020 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jerris Wealth Management Group, Inc. |
5 Corporate Park Ste 270, Irvine, CA 92606 |
|
94986xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Forrest Binkley & Brown |
19900 Macarthur Blvd Ste 69, Irvine, CA 92612 |
|
94956xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Josephine Palacios |
180 E Main St Ste 104, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Emerald Wealth Management, Inc. |
5000 Birch Street, Suite 3000, Newport Beach, CA 92660 |
|
80022xxxx7 |
jan*****@e****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TRC Investments |
8251 La Palma Ave, Buena Park, CA 90620 |
|
71455xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Serazen |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
71445xxxx0 |
inf*@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Life and Legacy Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wagoner, Robert, AGT |
17332 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crystal Cove Advisors Inc |
1101 Dove St, Newport Beach, CA 92660 |
|
94938xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
2520 N Santiago Blvd, Orange, CA 92867 |
|
71454xxxx7 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Seaman Co |
1 Park Plz, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Citi Bank |
10081 Valley View St Cypress, CA 90630 |
|
71450xxxx1 |
ale**@c*******.com |
3 |
26 |
1.8 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buena Park Investment Solutions |
8570 San Romolo Way, Buena Park, CA 90620 |
|
71424xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1st Associated Investment Inc |
7800 Commonwealth Ave, Buena Park, CA 90621 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M & R Investments |
18161 Serrano Ave, Villa Park, CA 92861 |
|
71463xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Opes Investments, Inc |
1442 Irvine Blvd, Tustin, CA 92780 |
|
94964xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment |
17682 Beach Blvd, Huntington Beach, CA 92647 |
|
71459xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KJSJ Investments |
18071 Mount Washington St, Fountain Valley, CA 92708 |
|
71475xxxx7 |
ale****@q********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fdc Equities |
2600 Nutwood Ave, Fullerton, CA 92831 |
|
71463xxxx2 |
abi*****@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winster Investment Inc |
612 E 4th St, Santa Ana, CA 92701 |
|
71457xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Envision Financial |
18101 Von Karman Ave Ste 1420, Irvine, CA 92612 |
|
71424xxxx0 |
aam*********@e***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Epi-Digm |
7647 Garden Grove Blvd, Garden Grove, CA 92841 |
|
71490xxxx8 |
alb***@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Turan Petroleum |
940 S Coast Dr Ste 100, Costa Mesa, CA 92626 |
|
94962xxxx2 |
ask**@t*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17365 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secura Financial Planning & Wealth Management |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx6 |
cas**@s*******.com |
|
|
|
|
|
|
27 |
3 |
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E3 Coastal Advisors, LLP |
5050 Avenida Encinas Ste 350 Carlsbad, CA 92008 |
|
76043xxxx5 |
|
|
|
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
12607 Hiddencreek Way, Cerritos, CA 90703 |
|
56240xxxx0 |
con****************@t***********.com |
|
10 |
|
|
|
|
|
|
|
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corrales, Melvin, AGT |
595 W Lambert Rd, Brea, CA 92821 |
|
65722xxxx7 |
aud***********@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Walker-Thrivent |
347 Magnolia Ave, Brea, CA 92821 |
|
71457xxxx5 |
ale*************@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valley View Investment Corp |
17545 Monette Cir, Yorba Linda, CA 92886 |
|
71452xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andrew Bailey - RBC Wealth Management Financial Advisor |
6700 CA-1 Suite 280, Long Beach, CA 90803 |
|
56279xxxx8 |
dou********@r**.com |
|
|
|
|
|
|
66 |
|
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Becker Wealth Management |
19800 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ronald Castleton - Raymond James |
1 Orchard Ste 130 Suite 130, Newport Beach, CA 92660 |
|
94997xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investech Brokerage |
10512 Bolsa Ave Ste 202, Westminster, CA 92683 |
|
71426xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Doluu Investment Corp |
8283 Bolsa Ave, Midway City, CA 92655 |
|
71437xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
101 Main St, Seal Beach, CA 90740 |
|
56279xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
5242 Katella Ave Ste 102, Los Alamitos, CA 90720 |
|
56279xxxx3 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Windsor Investments Inc |
2520 N Santiago Blvd Ste C, Orange, CA 92867 |
|
71499xxxx1 |
inf*@e***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
1151 Dove St Ste 115, Newport Beach, CA 92660 |
|
94997xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
17409 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T N T Investors |
2740 S Bristol St, Santa Ana, CA 92704 |
|
71454xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade Inc |
11409 South St, Cerritos, CA 90703 |
|
56292xxxx9 |
dns*****@s*****.com |
|
|
|
|
|
|
392944 |
|
400000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KNB Premier Investment Capital |
1440 N Harbor Blvd, Fullerton, CA 92835 |
|
71477xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M & M Products & Investments Inc |
760 N Lemon St, Anaheim, CA 92805 |
|
71499xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chemitiganti Investments |
6621 Polo Cir, Huntington Beach, CA 92648 |
|
71484xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fell Capital Management Inc |
1001 Dove St, Newport Beach, CA 92660 |
|
94947xxxx6 |
cap******@a***********.com |
|
|
|
|
|
|
|
|
136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rach, George C |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rosefarm Investments Inc |
4425 Atlantic Ave, Long Beach, CA 90807 |
|
56242xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
2601 E Chapman Ave Ste 214, Fullerton, CA 92831 |
|
71477xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Randall Wealth Management Group |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56255xxxx7 |
ran*******************@w**********.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gadsby, Brian |
17011 Beach Blvd, Huntington Beach, CA 92647 |
|
71436xxxx8 |
acc**********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarity Wealth Management |
16440 Bake Pkwy #100, Irvine, CA 92618 |
|
94957xxxx3 |
ant***************@c************.net |
5 |
2 |
|
|
|
|
146 |
|
171 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Todd Halbrook |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94962xxxx2 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nucapital Fund-301 |
14340 Bolsa Chica Rd, Westminster, CA 92683 |
|
71489xxxx2 |
cus*********@h********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D.A. Davidson |
3333 Michelson Dr Ste 900, Irvine, CA 92612 |
|
71432xxxx0 |
a.a@d*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
3d@l****.ml |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hospitality Unlimited |
13950 Cerritos Corporate Dr, Cerritos, CA 90703 |
|
56292xxxx8 |
ami*@h********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JW Franchising |
100 Atlantic Ave, Long Beach, CA 90802 |
|
31096xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fok's Investment Ca Inc |
530 S Knott Ave # 550, Anaheim, CA 92804 |
|
32326xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R J M B Investments |
302 N Tustin Ave, Santa Ana, CA 92705 |
|
71456xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Investors Group |
1432 Edinger Ave, Tustin, CA 92780 |
|
71450xxxx3 |
bri**@f*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crowdventure |
5 Upper Newport Plz, Newport Beach, CA 92660 |
|
71436xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flagstar Bank |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94993xxxx9 |
a.d******@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Investment Company |
1340 Ritchey St, Santa Ana, CA 92705 |
|
71456xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Phil Gironda, AAMS™ |
2134 Main St Ste 195, Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kc Investments Corporation |
7311 Marina Pacifica Dr S, Long Beach, CA 90803 |
|
56230xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jermaine Jamison - Branch Manager, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J-Mar Investments Co |
276 Argonne Ave, Long Beach, CA 90803 |
|
56243xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D Rey Investments |
901 S Bristol St, Santa Ana, CA 92703 |
|
71435xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
County Invest |
271 Imperial Hwy Ste 611, Fullerton, CA 92835 |
|
71474xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SKW Investments Inc |
17621 Irvine Blvd, Tustin, CA 92780 |
|
71454xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jow Investments |
11812 South St, Cerritos, CA 90703 |
|
56286xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capstone Investment |
2824 Blackberry Ct, Fullerton, CA 92835 |
|
56275xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Daniel W Verdugo |
1838 N Tustin St, Orange, CA 92865 |
|
71428xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
87359 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trustmark Bank |
3070 Bristol St Ste 340, Costa Mesa, CA 92626 |
|
71470xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TNL Car Title Loans |
1661 N Raymond Ave Ste 270, Anaheim, CA 92801 |
|
65722xxxx2 |
3ce*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Justin Vaz - Financial Services |
5877 Pine Ave Ste 230 Chino Hills,, CA 91709 |
|
31098xxxx5 |
dns******@a*******.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schmitt, Michael |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
63025xxxx3 |
bri***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fransmart Inc |
3300 Irvine Ave Ste 255, Newport Beach, CA 92660 |
|
94922xxxx0 |
abi****@f********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Khemarak Investment |
1065 E Anaheim St, Long Beach, CA 90813 |
|
56259xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Terrada Investment Corp |
2151 Michelson Dr, Irvine, CA 92612 |
|
94975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rel Investment Co |
79 Bradbury, Newport Beach, CA 92660 |
|
94939xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Managed Asset Protection Inc |
20301 SW Acacia St Ste 250, Newport Beach, CA 92660 |
|
94926xxxx0 |
dgi*******@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fitzgerald, Dennis |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx8 |
den**************@r**.com |
|
|
|
|
|
|
12830 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Drew J. McFarland |
3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94925xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lgb Investments Inc |
1051 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Investment Service |
1230 E Ocean Blvd Unit 702, Long Beach, CA 90802 |
|
94995xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zeiger Capital Management Inc |
272 Electric Ave, Seal Beach, CA 90740 |
|
94975xxxx9 |
bso***@z*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
ash**********@t**************.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Holder Capital Partners |
1052 Charwood Ln, Santa Ana, CA 92705 |
|
71466xxxx5 |
dav**@h********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buckingham Investments Inc |
1641 E 4th St, Long Beach, CA 90802 |
|
56262xxxx0 |
ant***********@b********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strnad, George J |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arnold, Brian Ameriprise Financial |
3760 Kilroy Airport Way Ste 680, Long Beach, CA 90806 |
|
56298xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
3350 E Birch St Ste 200, Brea, CA 92821 |
|
71492xxxx0 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
1 Park Plz Ste 600, Irvine, CA 92614 |
|
94922xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Keller Coad & Collins Investment Counsel Inc |
18300 Von Karman Ave Ste 600, Irvine, CA 92612 |
|
94947xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TABR Capital Management |
500 N State College Blvd #1320, Orange, CA 92868 |
|
71470xxxx0 |
bka*******@t***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
765 The City Dr S, Orange, CA 92868 |
|
71474xxxx0 |
con****************@t***********.com |
|
|
|
|
|
|
82182 |
2051 |
85000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seamount Financial Group |
738 E Chapman Ave, Orange, CA 92866 |
|
71451xxxx0 |
aar**@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
N&d Investments Inc |
104 Roycroft Ave Apt 3, Long Beach, CA 90803 |
|
31060xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelis Investments |
390 Clipper Way, Seal Beach, CA 90740 |
|
56243xxxx0 |
a61****@f*******.com |
|
|
|
|
|
|
326592 |
|
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stauffer Brizzolara Group-Morgan Stanley |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ergo Capital Partners |
3633 W Macarthur Blvd, Santa Ana, CA 92704 |
|
94922xxxx0 |
ego**@e**********.com |
|
|
|
|
5 |
13 |
217 |
2 |
226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
305 N Harbor Blvd Ste 216, Fullerton, CA 92832 |
|
71444xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Estate 1 |
13252 Garden Grove Blvd Ste 204, Garden Grove, CA 92843 |
|
65721xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
3711 Long Beach Blvd Ste 1015, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mugen Investments |
308 S Nohl Canyon Rd, Anaheim, CA 92807 |
|
71463xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fernandez Financial Advisory |
5212 Katella Ave, Los Alamitos, CA 90720 |
|
56259xxxx4 |
dfe*******@f***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
13525 Whittier Blvd, Whittier, CA 90605 |
|
31069xxxx2 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SLD Solutions |
Irvine, CA 92618 |
|
88837xxxx1 |
dwo*****@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grant M Torres - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PacificWest Asset Management |
2952 W Ball Rd, Anaheim, CA 92804 |
|
71453xxxx7 |
ame****@p**********.cc |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
W & P Investment Corporation |
4246 Lakewood Dr, Lakewood, CA 90712 |
|
56242xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RG Re Investments |
991 N Tustin St, Orange, CA 92867 |
|
71472xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
17742 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx3 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jba Property Investments |
4060 Campus Dr, Newport Beach, CA 92660 |
|
94978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Group |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
adm**@b****************.com |
|
|
|
|
|
|
558 |
6 |
652 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: A Michael Ciuffetelli |
4250 Barranca Pkwy Ste C, Irvine, CA 92604 |
|
94973xxxx2 |
a.j*********@e**********.com |
|
40 |
|
|
|
|
8 |
|
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Living Well Investments Inc |
3071 E La Jolla St, Anaheim, CA 92806 |
|
71439xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leasco Investments |
2755 Bristol St Ste 140, Costa Mesa, CA 92626 |
|
71455xxxx0 |
acc*******@l*****.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bill Murray |
259 S Randolph Ave, Brea, CA 92821 |
|
71452xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Higher Level Processing |
535 E. First St. Second Floor, 535 E 1st St f2, Tustin, CA 92780 |
|
86623xxxx0 |
inf*@m*****.com |
4.7 |
513 |
|
|
4.7 |
237 |
3240 |
38 |
3200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kensington Investment Counsel |
444 W Ocean Blvd Ste 1618, Long Beach, CA 90802 |
|
56298xxxx7 |
ada*@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cloudbreak Sonoma |
10100 Greenleaf Ave, Santa Fe Springs, CA 90670 |
|
56290xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources Insurance & Financial Services |
2601 Main St Ste 700, Irvine, CA 92614 |
|
94979xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hunt, Hayden |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56236xxxx5 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
12062 Valley View St Ste 118, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Briteline Financial Service |
729 N Harbor Blvd, Fullerton, CA 92832 |
|
71452xxxx0 |
ran**@b**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tabr Capital Management |
500 N State College Blvd, Orange, CA 92868 |
|
71470xxxx0 |
bka*******@t***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lechman Management |
505 S Villa Rio Dr, Anaheim, CA 92807 |
|
71497xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phoenix Real Estate Investment Corp |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gg Investment Firm |
1912 N Broadway, Santa Ana, CA 92706 |
|
71471xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winn Financial Management |
6415 Westminster Blvd., Westminster, CA 92683 |
|
71488xxxx6 |
and********@w************.us |
4.8 |
23 |
|
|
|
|
4883 |
50 |
5100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transworld Business Advisors of Irvine |
2361 Campus Drive, Suite 230, Irvine, CA 92612 |
|
94938xxxx9 |
aal*@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buyrite Investing |
1975 N Batavia St, Orange, CA 92865 |
|
71499xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Walter A Jones Accountacy Inc |
15869 Gothard St, Huntington Beach, CA 92647 |
|
71489xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilson Financial Advisors |
12419 Lewis St #202, Garden Grove, CA 92840 |
|
71420xxxx0 |
cyn****@w**********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
17150 Magnolia St, Fountain Valley, CA 92708 |
|
71484xxxx9 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kathleen Howard |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AEM Investments Services Inc. |
10028 Washington St, Bellflower, CA 90706 |
|
32360xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GW Financial, Inc. |
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626 |
|
85564xxxx9 |
con****@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tara Kimmins-Private Client Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94921xxxx6 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
1432 Edinger Ave, Tustin, CA 92780 |
|
71450xxxx7 |
ann@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mount Olympus Mortgage Company |
2600 Michelson Dr Ste 600, Irvine, CA 92612 |
|
94945xxxx0 |
and************@m****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Del Rey Wealth Management |
420 Exchange Ste 270, Irvine, CA 92602 |
|
80523xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ward Mike |
931 W 19th St Apt 22, Costa Mesa, CA 92627 |
|
94965xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Breen - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx3 |
and*****************@f*******.com |
|
|
|
|
|
|
|
|
61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
100 W Broadway, Long Beach, CA 90802 |
|
56243xxxx3 |
a-w***************@w*****************.com |
|
|
|
|
|
|
189202 |
|
190000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Borland Wenters |
111 W Ocean Blvd, Long Beach, CA 90802 |
|
56228xxxx2 |
bor****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triple R Investment Group |
3364 E La Palma Ave, Anaheim, CA 92806 |
|
76023xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HBKR Investments |
1311 Washington Pl, Santa Ana, CA 92701 |
|
71438xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
7621 Edinger Ave, Huntington Beach, CA 92647 |
|
71484xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D M Investments |
8531 Westminster Ave, Garden Grove, CA 92844 |
|
56294xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
United Employees Law Group |
9778 Katella Ave Suite #206A, Anaheim, CA 92804 |
|
21326xxxx9 |
inf*@u******.com |
4.7 |
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
15141 Whittier Blvd Ste 400, Whittier, CA 90603 |
|
56290xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oc Wealth Advisors |
3200 El Camino Real #220, Irvine, CA 92602 |
|
71438xxxx7 |
san*********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Schanna |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx3 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rodriquez Wealth Management |
4340 Von Karman Ave, Newport Beach, CA 92660 |
|
94968xxxx0 |
cat**@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Market |
9481 Coronet Ave, Westminster, CA 92683 |
|
71480xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EP Wealth Advisors |
18301 Von Karman Ave #1050, Irvine, CA 92612 |
|
94926xxxx0 |
ab@e*******.com |
5 |
1 |
|
|
|
|
1162 |
28 |
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Premier Investments |
18300 Von Karman Ave, Irvine, CA 92612 |
|
71466xxxx0 |
jcu****@w************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aepic Global |
19112 Gridley Rd, Cerritos, CA 90703 |
|
88828xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17332 Irvine Blvd Ste 125, Tustin, CA 92780 |
|
71466xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlantic Pacific Financial |
4665 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Building Block Investments |
1826 W Crestwood Ln, Anaheim, CA 92804 |
|
71476xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seacrest Health and Wellness Center |
10953 Meridian Dr, Cypress, CA 90630 |
|
71482xxxx5 |
fil***@g******.com |
4.9 |
23 |
|
|
|
|
744 |
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dewey Rudolph Investments |
689 Temple Ave, Long Beach, CA 90814 |
|
56243xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Wolfslau Group-Morgan Stanley |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dixon Invest |
17642 Prescott Ln, Huntington Beach, CA 92647 |
|
71484xxxx4 |
joh******@d******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triple Check Income Tax Service |
4123 South St, Lakewood, CA 90712 |
|
56263xxxx0 |
aab***@h******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clc Investments |
16421 Normandy Ln, Huntington Beach, CA 92647 |
|
71484xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abs Investment Group |
1176 Main St, Irvine, CA 92614 |
|
94947xxxx0 |
a.k***@k*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Walker & Associates Capital Management |
623 N Harbor Blvd, Fullerton, CA 92832 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Racari Invest |
514 W Columbine Ave, Santa Ana, CA 92707 |
|
66131xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EDD Investment Company |
173 E Freedom Ave, Anaheim, CA 92801 |
|
71445xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leaf Financial Corp |
17852 17th St, Tustin, CA 92780 |
|
71433xxxx0 |
dns******@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paul Vandervort - Clear Choice Mortgage & Lending |
12881 Knott St Ste 102 Garden Grove, CA 92841 |
|
94941xxxx2 |
hel**@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alba Investments |
200 W Imperial Hwy, Brea, CA 92821 |
|
71478xxxx4 |
mic**********@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chatterton & Associates, The Wealth Management Team, Inc. |
3061 E La Palma Ave, Anaheim, CA 92806 |
|
71457xxxx0 |
ani***@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx9 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chip Rathmell-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Topflight Investments |
2500 E Imperial Hwy Ste 201-3, Brea, CA 92821 |
|
71430xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CF Financial Services |
12860 Beach Blvd, Stanton, CA 90680 |
|
87732xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94995xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assi Inc |
3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 |
|
94971xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providence Wealth Management Group - Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Graystone Investment Corp |
8382 Artesia Blvd, Buena Park, CA 90621 |
|
71444xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
633 W 5th St, Long Beach, CA 90802 |
|
21389xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
F F Capicatl Group |
18800 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jim Smith-Thrivent |
500 N State College Blvd, Orange, CA 92868 |
|
71487xxxx7 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tom Valcich-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dillon, Kyle |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
3020 Old Ranch Pkwy Ste 190, Seal Beach, CA 90740 |
|
56249xxxx1 |
abc***@w*****************.com |
|
|
|
|
|
|
188325 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Financial Center |
9591 Chapman Ave, Garden Grove, CA 92841 |
|
71477xxxx4 |
ang***********@b***.com |
2.3 |
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I M P Financial Services |
16505 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Afck Diversified Corporation |
3545 Long Beach Blvd, Long Beach, CA 90807 |
|
56259xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kris Garrido - Capital Management Realty Inc |
8642 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71420xxxx5 |
abd**@c*******.com |
5 |
15 |
|
|
4.7 |
5 |
271 |
260 |
277 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Network Investment CRP |
2504 E Willow St, Signal Hill, CA 90755 |
|
56242xxxx0 |
ada************@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Servicers Direct |
2300 E Katella Ave, Anaheim, CA 92806 |
|
88890xxxx4 |
2f5*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Meaux-Thrivent |
5241 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71426xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
293 |
|
273 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Owl Wealth Management-Ameriprise Financial Services |
2 Park Plz, Irvine, CA 92614 |
|
94986xxxx0 |
ado********@a***.com |
|
|
|
|
|
|
|
|
299 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inglenook Investors I |
2030 Main St, Irvine, CA 92614 |
|
94926xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Advisors |
2082 Michelson Dr, Irvine, CA 92612 |
|
94983xxxx4 |
a@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Umpqua Bank |
4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94962xxxx0 |
ari**************@u*********.com |
3.2 |
5 |
|
|
4 |
1189 |
50651 |
669 |
49000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spelman And Company |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94962xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Catalyst Loans |
2390 E Orangewood Ave, Anaheim, CA 92806 |
|
71474xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vtax Business Services |
12881 Knott St #222, Garden Grove, CA 92841 |
|
71448xxxx2 |
ana***@g****.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lutwen, Gary |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Householder Group |
4401 Atlantic Ave, Long Beach, CA 90807 |
|
56298xxxx0 |
ako***@h***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assali, Scott C |
20422 Beach Blvd, Huntington Beach, CA 92648 |
|
71453xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
116 |
|
120 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Confluence Wealth Management Group - Ameriprise Financial Services, LLC |
12842 Valley View St #104, Garden Grove, CA 92845 |
|
71424xxxx0 |
che*********@a***.com |
|
|
|
|
|
|
16 |
2 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source Oil and Gas, Inc. |
4630 Campus Dr Ste 1001, Newport Beach, CA 92660 |
|
94975xxxx7 |
bhe****@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Financial |
17215 Studebaker Rd Suite 331, Cerritos, CA 90703 |
|
56242xxxx0 |
ant****@l**************.info |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Standard Investment Chartered, Inc |
2801 Bristol St, Costa Mesa, CA 92626 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
|
|
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cresswind Investment Group |
11148 Sudith Ave, Fountain Valley, CA 92708 |
|
71455xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Mark R Steeber |
20422 Beach Blvd, Huntington Beach, CA 92648 |
|
71453xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providential Securities |
17011 Beach Blvd Ste 900, Huntington Beach, CA 92647 |
|
71484xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
8212 Wildwood Dr, Huntington Beach, CA 92646 |
|
71453xxxx2 |
ame******************@a***.com |
|
|
|
|
|
|
132820 |
|
134000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Voit Commercial Brokerage |
2400 E Katella Ave Ste 750, Anaheim, CA 92806 |
|
71497xxxx0 |
cco*****@v***.com |
|
2 |
|
|
4.6 |
11 |
4336 |
|
4600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LHCK Investments |
5426 Plumeria Ln, Cypress, CA 90630 |
|
71482xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Castillo Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx3 |
tom*********@l**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silver Oaks Investments |
3030 Old Ranch Pkwy Ste 350, Seal Beach, CA 90740 |
|
56228xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RPI-CS, Inc. |
6747 Katella Ave, Cypress, CA 90630 |
|
86693xxxx5 |
inf*@r****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stowell Insurance and Financial Services |
1240 N Van Buren St Ste 211, Anaheim, CA 92807 |
|
71477xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
2677 N Main St, Santa Ana, CA 92705 |
|
71483xxxx1 |
bri**@m**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IBS IV Inc |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor A. Thomas Vari |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx3 |
and************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rivermeade Investments Inc |
333 City Blvd W, Orange, CA 92868 |
|
71493xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Finacorp Securities |
2302 Martin, Irvine, CA 92612 |
|
94938xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Titan Financial |
16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649 |
|
71484xxxx3 |
ant*********@t*************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Toney Investment Group |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71437xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kinetic Financial |
633 W 5th St Ste 1050 Los Angeles, CA 90017 |
|
80071xxxx8 |
ale*@k***************.com |
5 |
4 |
4.3 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Latteno Food Corp |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71438xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richmond, Brian |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Speedy Credit Repair |
Huntington Beach, CA 92648 |
|
88872xxxx4 |
chr**@s*****************.com |
4.9 |
36 |
4.8 |
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bailey Group |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
dou********@r**.com |
1 |
1 |
|
|
|
|
|
|
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Equity Investments Inc |
5 Corporate Park, Irvine, CA 92606 |
|
94944xxxx8 |
goc************@a**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nano Safe Investment |
19127 Pioneer Blvd, Artesia, CA 90701 |
|
56252xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
14730 Beach Blvd Ste 206, La Mirada, CA 90638 |
|
71452xxxx5 |
aar*******************@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alterman Investments |
2205 Lace Leaf Ln, Tustin, CA 92782 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County Employees Retirement Systems |
2223 E Wellington Ave, Santa Ana, CA 92701 |
|
71455xxxx0 |
abe*****@o****.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trost, Randall J, CFA |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ngoy, Chris |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
2825 Main St, Irvine, CA 92614 |
|
94995xxxx9 |
app*******************@s*****.com |
4.6 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oakstone Wealth Management |
1500 Quail St, Newport Beach, CA 92660 |
|
94938xxxx1 |
des*************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Okita, Nikolas |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx8 |
ado********@a***.com |
|
|
|
|
|
|
|
|
298 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western International Enterprises |
2121 E Lambert Rd Ste 307, La Habra, CA 90631 |
|
56269xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Independent Capital Management |
1401 Dove Street, Ste 430, Newport Beach, CA 92660 |
|
94945xxxx0 |
a.a@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bancorp Investments - Financial Advisors: Los Alamitos |
3996 Ball Rd, Los Alamitos, CA 90720 |
|
56238xxxx7 |
aar************@u*****.com |
|
|
|
|
|
|
345639 |
5039 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seven Investments |
7465 Lampson Ave, Garden Grove, CA 92841 |
|
71437xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lentz, John |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Village Investments |
570 Imperial Hwy, Fullerton, CA 92835 |
|
71468xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wiedemann, Stephen, AGT |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx9 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bailey Group |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx4 |
dou********@r**.com |
|
|
|
|
|
|
|
|
67 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma David Pham |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71490xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T Investments |
Serving theStanton Area |
|
81872xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rudolph Dewey Investments |
16531 Bolsa Chica St Ste 310, Huntington Beach, CA 92649 |
|
71437xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Blaise T Wethern |
3916 Atlantic Ave, Long Beach, CA 90807 |
|
56298xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Woo Kyun Shin Investment Inc |
8527 Alondra Blvd Ste 170, Paramount, CA 90723 |
|
56260xxxx1 |
|
4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Strategic Capital Inc |
4281 Katella Ave Ste 105, Los Alamitos, CA 90720 |
|
71452xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Savino Tax & Investment Advisory Group |
4060 Campus Drive, Suite #220, Newport Beach, CA 92660 |
|
94974xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MKC Investment Co |
11379 183rd St, Cerritos, CA 90703 |
|
56286xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Panascope Image Systems |
575 Anton Blvd, Costa Mesa, CA 92626 |
|
71443xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OWL Wealth Management - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Life Insurance By Rosy |
Los Angeles, CA 91606 |
|
31094xxxx4 |
|
|
|
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
600 City Pkwy W, Orange, CA 92868 |
|
71445xxxx0 |
aar*******************@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gates Group Wealth Management |
18800 Delaware St, Huntington Beach, CA 92648 |
|
71470xxxx5 |
mic**********@l**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tarnutzer Co |
1601 Dove St, Newport Beach, CA 92660 |
|
94995xxxx3 |
aab***@k***.com |
|
|
|
|
|
|
85 |
69 |
95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Coastal Investment Network |
Rossmoor, CA 90720 |
|
56243xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buckingham Asset Management |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Van Deventer & Hoch Investment |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Management Services |
638 Alamitos Ave, Long Beach, CA 90802 |
|
56243xxxx9 |
bho**@m********.com |
|
|
|
|
|
|
219 |
5 |
228 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dean Investment Inc |
9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 |
|
71463xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Allied Securities |
1405 E Chapman Ave, Orange, CA 92866 |
|
71493xxxx2 |
aab**@f**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PHI HealthCare Management Inc |
2010 Main St, Irvine, CA 92614 |
|
94937xxxx8 |
aar**@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2136 Investment |
2136 Newport Blvd, Costa Mesa, CA 92627 |
|
94965xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diaz Investment Inc |
2360 Magnolia Ave, Long Beach, CA 90806 |
|
56298xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seville Investment Enterprises |
151 E Santa Fe Ct, Placentia, CA 92870 |
|
21321xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B Riley & Company Inc |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
94985xxxx1 |
aap***@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kirkham Investments A California Ltd Liability Company |
444 W Ocean Blvd, Long Beach, CA 90802 |
|
56243xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LCR Coin Inc |
18627 Brookhurst St, Fountain Valley, CA 92708 |
|
71440xxxx6 |
bi**@l******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transpacific Enterprises Inc |
19100 Von Karman Ave, Irvine, CA 92612 |
|
94997xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creative Brokerage Services |
1333 S Euclid St, Anaheim, CA 92802 |
|
71453xxxx3 |
a-s*************@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Correa & Associates-Ameriprise Financial Services |
101 Main St, Huntington Beach, CA 92648 |
|
71437xxxx0 |
ant*********************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoover Thomas |
4 Upper Newport Plz Ste 103, Newport Beach, CA 92660 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H.E. Durbin-Thrivent |
5200 Warner Ave, Huntington Beach, CA 92649 |
|
71484xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Westpark Loans |
6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603 |
|
94954xxxx9 |
ant****@w************.com |
4.8 |
52 |
4.7 |
24 |
|
|
471 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trilogy Financial Services |
17011 Beach Blvd #101, Huntington Beach, CA 92647 |
|
71484xxxx7 |
a@t********.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Krona Financial Group Inc |
1851 E 1st St Ste 900, Santa Ana, CA 92705 |
|
71483xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pazanti Home Mortgage |
19051 Goldenwest St Ste 107, Huntington Beach, CA 92648 |
|
71496xxxx0 |
dje******@p******.com |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Impact Wealth Management |
300 Spectrum Center Dr Suite 845, Irvine, CA 92618 |
|
94950xxxx2 |
ada*********@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
18450 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71470xxxx2 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alpha Cubed Investments |
18301 Von Karman Ave, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ralaole Finance Services |
Seal Beach, CA 90740 |
|
56244xxxx1 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GAS Investment |
3723 Birch St, Newport Beach, CA 92660 |
|
94926xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCloud Communications |
2082 Business Center Dr, Irvine, CA 92612 |
|
94955xxxx8 |
joh*******@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amr Elgamal-Private Client Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94941xxxx9 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
4175 E La Palma Ave, Anaheim, CA 92807 |
|
71472xxxx6 |
con****************@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stanton Inn & Suites |
7161 Katella Ave, Stanton, CA 90680 |
|
71494xxxx8 |
|
3.2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
5000 E Spring St Ste 200, Long Beach, CA 90815 |
|
56249xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steigerwald Investments Limited |
4433 Fairway Dr, Lakewood, CA 90712 |
|
56242xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gregory Advisors Inc., Empowering your life through wealth management |
7755 Center Ave #1100, Huntington Beach, CA 92647 |
|
71437xxxx9 |
inf*@g*****************.com |
|
|
|
|
|
|
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Mooney-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor James S. Morner |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx5 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Start By World |
12881 Knott St Suite 206, Garden Grove, CA 92841 |
|
56253xxxx6 |
inf*@w************.world |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
1360 S Beach Blvd Ste B, La Habra, CA 90631 |
|
56269xxxx9 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
4281 Katella Ave Ste 101, Los Alamitos, CA 90720 |
|
71427xxxx8 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quantum Investments International |
1548 W Yale Ave, Orange, CA 92867 |
|
71497xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chevron Investments |
12715 Pioneer Blvd, Norwalk, CA 90650 |
|
56286xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark Wealth Management |
2300 E Katella Ave #400, Anaheim, CA 92806 |
|
71463xxxx3 |
ben******@l**.com |
|
|
|
|
|
|
125 |
|
122 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jackson, Darnell |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
100 Oceangate Lbby 375, Long Beach, CA 90802 |
|
56295xxxx3 |
dns*****@s*****.com |
|
|
|
|
|
|
393052 |
|
400000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mazzotta, Vincent, AGT |
2600 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenneth Rieger-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx5 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Intercontinental Investment |
260 E Dyer Rd, Santa Ana, CA 92707 |
|
71427xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allstate Investments |
17011 Beach Blvd, Huntington Beach, CA 92647 |
|
71437xxxx5 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Priority Investments Inc |
16651 Gothard St, Huntington Beach, CA 92647 |
|
71484xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Niemoeller, Howard, AGT |
301 E Ocean Blvd, Long Beach, CA 90802 |
|
56230xxxx2 |
ame****************@e*.ameriprise |
|
|
|
|
|
|
132783 |
|
134000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ultimatediversification.com |
1222 Cabrillo Park Dr Apt E, Santa Ana, CA 92701 |
|
71495xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 Dream Investments |
5815 E La Palma Ave, Anaheim, CA 92807 |
|
71469xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Smart Tax & Accounting Services |
7888 Westminster Blvd, Westminster, CA 92683 |
|
71489xxxx0 |
inf*@o**************.com |
4.5 |
22 |
4.9 |
237 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kelly Investments |
4911 Warner Ave, Huntington Beach, CA 92649 |
|
71496xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B W & Associates Inc |
3111 N Tustin St Ste 215, Orange, CA 92865 |
|
71499xxxx7 |
bon***@b*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edelman Financial Engines |
600 Anton Blvd #1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
aar*******@e**********************.com |
1 |
1 |
|
|
|
|
18780 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monarca Investments |
410 N Bristol St, Santa Ana, CA 92703 |
|
65723xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Homes For Sale Near Orange LTD |
225 N State College Blvd, Anaheim, CA 92806 |
|
94922xxxx7 |
con****@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jamar James Online Image Partner Digital Currency Guy |
555 Anton Blvd, Costa Mesa, CA 92626 |
|
71438xxxx3 |
inf*@o*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County Tax Help |
5011 Argosy Ave Ste 1 Huntington Beach, CA 92649 |
|
71463xxxx0 |
inf*@t******.com |
|
|
4.8 |
296 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hanson Wealth Management |
14241 E, 14241 Firestone Blvd suite 400, La Mirada, CA 90638 |
|
56229xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Life Design Financial |
1370 Brea Blvd Ste 230, Fullerton, CA 92835 |
|
71473xxxx1 |
sco****@l******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brundage, Steven M |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
136 |
3 |
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pollaro & McPherson Accounta |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56242xxxx2 |
bea*@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Southwest Financial |
4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660 |
|
94929xxxx1 |
ada********@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paxton Family Trust |
11432 Baggett St, Garden Grove, CA 92840 |
|
71453xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bancorp Investments - Financial Advisors: Valentino Valdez |
3996 Ball Rd, Los Alamitos, CA 90720 |
|
56238xxxx7 |
aar************@u*****.com |
5 |
1 |
|
|
|
|
345639 |
5039 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Liberty |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94962xxxx8 |
aar**@a**************.com |
|
|
|
|
|
|
922714 |
|
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goggin, J Michael, AGT |
2020 Main St, Irvine, CA 92614 |
|
94966xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pham Investments |
836 S Sylvan St, Anaheim, CA 92804 |
|
71448xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast Wealth Management |
43 Corporate Park Ste 201, Irvine, CA 92606 |
|
94974xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pick Your Part - Stanton |
8188 1/2 Katella Ave, Stanton, CA 90680 |
|
80096xxxx7 |
pyp************@l******.com |
3.5 |
580 |
|
|
3.2 |
17 |
348 |
1021 |
353 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bond Wealth Management |
5001 Airport Plaza Dr, Long Beach, CA 90815 |
|
56228xxxx2 |
eri***@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx5 |
abc*******@u**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matrix Business Capital |
401 E Ocean Blvd # 401, Long Beach, CA 90802 |
|
56247xxxx0 |
acc*******@m********************.com |
4.9 |
242 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jason Tajima-Market Leader |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94979xxxx5 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Angel Touched Investment Co |
16405 Cornuta Ave, Bellflower, CA 90706 |
|
56286xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Met Life |
290 Victoria St, Costa Mesa, CA 92627 |
|
94943xxxx0 |
a@m******.com |
|
|
|
|
|
|
697238 |
4091 |
683000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cinergy Financial, Inc |
15145 Woodlawn Ave, Tustin, CA 92780 |
|
71421xxxx4 |
awi****@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
58 |
|
58 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - Newport Beach |
610 Newport Center Dr Suite 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
rbc*********@r**.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones-Financial Advisor: Monica Dickson, CFP |
111 W Ocean Blvd, Long Beach, CA 90802 |
|
56242xxxx8 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94964xxxx2 |
inf**@m**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Milestone Wealth Management & Insurance Solutions |
17011 Beach Blvd, Huntington Beach, CA 92647 |
|
71446xxxx5 |
rya*@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scalco Financial |
207 East Broadway Unit 201 Long Beach, CA 90802 |
|
56243xxxx0 |
mar**@s**************.com |
5 |
10 |
5 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jeff Dutmers |
7510 E Chapman Ave, Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spahr Financial Group |
18682 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
On Target Investment Club |
PO Box 574, Yorba Linda, CA 92885 |
|
71497xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
1 50 Blvd W, Orange, CA 92868 |
|
71493xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integrity Wealth Management |
3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660 |
|
94995xxxx8 |
inq******@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fitzgerald, Dennis |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626 |
|
71443xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
279 |
3 |
286 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
2230 W Chapman Ave, Orange, CA 92868 |
|
71449xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennett David J |
2222 Martin Ste 250, Irvine, CA 92612 |
|
94983xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Geske David T |
4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 |
|
94975xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MAI Capital Management |
4695 MacArthur Ct Suite 850, Newport Beach, CA 92660 |
|
21692xxxx0 |
aar**@m**.capital |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mountain Bishop & Associates |
100 W Broadway Ste 660, Long Beach, CA 90802 |
|
56243xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Profit Pad Remote Bookkeeping & Payroll |
8585 Katella Ave, Stanton, CA 90680 |
|
32351xxxx1 |
cus************@p********.tech |
5 |
10 |
|
|
|
|
|
|
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chase Bank |
12991 Beach Blvd, Garden Grove, CA 92841 |
|
71423xxxx1 |
abc*******@c****.com |
4.2 |
17 |
|
|
|
|
942208 |
6127 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tetrad Investments |
1302 E 17th St, Santa Ana, CA 92705 |
|
71485xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Chelsea M Peterson |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
73 |
|
74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Perry Wealth Management |
12501 Seal Beach Blvd Ste 255, Seal Beach, CA 90740 |
|
56249xxxx1 |
dav********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ron Berg Investments |
970 N Tustin Ave, Anaheim, CA 92807 |
|
71463xxxx0 |
aus***@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Occhino & Associates |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71470xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17355 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Planning Group |
151 Kalmus Dr STE J3, Costa Mesa, CA 92626 |
|
71488xxxx5 |
bri*********@c**********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rad Financial and Insurance Inc |
2020 Main St Ste 1200, Irvine, CA 92614 |
|
94977xxxx0 |
abb********@p************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
111 W Ocean Blvd Ste 1360, Long Beach, CA 90802 |
|
56249xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Infinite Wealth Financial & Insurance Services |
2020 Main St 10th Floor, Irvine, CA 92614 |
|
94979xxxx4 |
ale*@i**********************.com |
5 |
1 |
|
|
|
|
1239 |
143 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concord Investment Council |
2020 Main St Ste 300, Irvine, CA 92614 |
|
94985xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Noble Financial Services |
18551 Von Karman Ave # 160, Irvine, CA 92612 |
|
94925xxxx0 |
wra**@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx0 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excalibur Mortgage Corp |
5762 Bolsa Ave Ste 108, Huntington Beach, CA 92649 |
|
71489xxxx6 |
mel@e****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kava Ventures |
12842 Newport Ave Apt 9, Tustin, CA 92780 |
|
71486xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank Branch |
12000 Beach Blvd, Stanton, CA 90680 |
|
71462xxxx0 |
all*********@a*****.usbank |
2.8 |
29 |
|
|
|
|
345670 |
5064 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Harbor Wealth Management |
729 N Harbor Blvd, Fullerton, CA 92832 |
|
94948xxxx4 |
cgy*******@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Personal Touch Finance, Inc. |
3530 E Enterprise Dr Suite A, Anaheim, CA 92807 |
|
71478xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richland Investment |
4100 Newport Place Dr Ste 800, Newport Beach, CA 92660 |
|
94926xxxx0 |
ann*****@r******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lubman Levy Group |
12340 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56283xxxx0 |
|
2.1 |
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bridgeport Investment Co |
14841 Yorba St Ste 205, Tustin, CA 92780 |
|
71450xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Growth Management |
17871 Santiago Blvd Ste 224, Villa Park, CA 92861 |
|
71424xxxx0 |
hel**@f**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hold Brothers Online Investment |
7923 Warner Ave, Huntington Beach, CA 92647 |
|
71484xxxx9 |
ash*****@h***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Epic Financial Management |
16787 beach blvd#150, Huntington Beach, CA 92647 |
|
71464xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CIBC Private Wealth |
520 Newport Center Dr UNIT 700, Newport Beach, CA 92660 |
|
94966xxxx0 |
alb***********@c***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nadavon Capital Partners |
3857 Birch St, Newport Beach, CA 92660 |
|
94941xxxx4 |
hel**@n******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arad Investments |
1701 W Whittier Blvd, La Habra, CA 90631 |
|
56269xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wynstar Investments |
2140 S State College Blvd, Anaheim, CA 92806 |
|
71420xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T J Team Investment Co |
3544 E Woodbine Rd, Orange, CA 92867 |
|
71499xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Big Sky Capital Investments |
2323 Main St, Irvine, CA 92614 |
|
94927xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stewardship Wealth Management Solutions |
101 Main St #200, Huntington Beach, CA 92648 |
|
71445xxxx5 |
inf*@s*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sabal Capital 3 |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stumpo Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bragg Investment Company Inc |
2925 Seaboard Ln, Long Beach, CA 90805 |
|
56263xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tahim & Associates, APC |
2331 W Lincoln Ave Ste 300 Anaheim, CA 92801 |
|
71477xxxx4 |
ann*@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71422xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Management Co |
18700 Main St, Huntington Beach, CA 92648 |
|
71491xxxx6 |
baf*****************************@s*****.wixpress |
|
|
|
|
|
|
6486 |
18775 |
6500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Shapiro Insurance & Financial |
500 N State College Blvd, Orange, CA 92868 |
|
85857xxxx0 |
k6t************@p****.dreamhost |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diligent Financial Group |
20241 SW Birch St Ste 100, Newport Beach, CA 92660 |
|
94946xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Intergrity Integrity |
6101 Ball Rd Ste 205, Cypress, CA 90630 |
|
71494xxxx5 |
joh******@i****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
825 N Broadway, Santa Ana, CA 92701 |
|
71455xxxx6 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J & B Investments |
5150 E La Palma Ave, Anaheim, CA 92807 |
|
71477xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
New Market Wealth Management |
695 Town Center Dr, Costa Mesa, CA 92626 |
|
65790xxxx9 |
inf*@n**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
St Clair Investments |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71436xxxx2 |
res****@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Turner Denise |
160 E Yorba Linda Blvd, Placentia, CA 92870 |
|
71498xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Long, Michael R |
18002 Irvine Blvd, Tustin, CA 92780 |
|
71468xxxx1 |
acc**********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Twintel |
12635 Hoover St, Garden Grove, CA 92841 |
|
88889xxxx1 |
jd@t******.net |
4.9 |
54 |
|
|
5 |
6 |
522 |
977 |
521 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scalco Financial - Tax and Wealth Management |
207 East Broadway, Unit 201, Long Beach, CA 90802 |
|
56243xxxx0 |
joh*@s**************.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Capital Benefit Advisors |
4385 Ambercrest Pl, Westlake Village, CA 91362 |
|
85524xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secura Investing-112 |
1975 N Batavia St, Orange, CA 92865 |
|
71499xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dunagan Insurance Agency |
16117 Clark Ave, Bellflower, CA 90706 |
|
56292xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Mac Donald Securities |
1926 W Orangewood Ave, Orange, CA 92868 |
|
71493xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Db Investments |
2811 E Katella Ave, Orange, CA 92867 |
|
71453xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
18000 Studebaker Rd, Cerritos, CA 90703 |
|
56286xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Francis Wade |
200 Pine Ave Ste 260, Long Beach, CA 90802 |
|
56249xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Pacific Capital Inc |
20271 SW Acacia St, Newport Beach, CA 92660 |
|
71466xxxx0 |
alb***@e******.com |
|
|
|
|
|
|
289 |
|
350 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Travis Le Tax - American Smart Tax |
8942 Garden Grove Blvd #207, Garden Grove, CA 92844 |
|
65766xxxx2 |
inf*@t**********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Wealth Management Inc |
17011 Beach Blvd Ste 680, Huntington Beach, CA 92647 |
|
71496xxxx0 |
aka**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dennis Fitzgerald - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
|
|
|
|
|
|
12375 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Apriem Advisors |
19200 Von Karman Ave #1050, Irvine, CA 92612 |
|
94925xxxx8 |
and***@a*****.com |
5 |
2 |
|
|
|
|
280 |
36 |
304 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PNC Private Bank |
2020 Main St, Irvine, CA 92614 |
|
88876xxxx6 |
aar******@p**.com |
|
|
|
|
|
|
352738 |
8666 |
355000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Friestman-Ameriprise Financial Services |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx7 |
bri************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vant, Steven, AGT |
3711 Long Beach Blvd, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amber Investments |
217 S Knott Ave, Anaheim, CA 92804 |
|
71482xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lido Advisors |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94989xxxx0 |
anf****@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LTT Financial & Insurance Services |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56225xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CBM Wealth Management |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx2 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trd Investment Properties |
14550 Magnolia St, Westminster, CA 92683 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Purus Wealth Management |
4675 MacArthur Ct # 770, Newport Beach, CA 92660 |
|
94935xxxx0 |
inf*@p******.com |
4.73 |
|
|
|
|
|
122 |
16 |
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bernay, Elizabeth S |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Regal Wealth Group |
12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740 |
|
56279xxxx9 |
ama****@r***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cosgrove Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94946xxxx3 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matles & Associates |
1601 E Lincoln Ave, Orange, CA 92865 |
|
71473xxxx0 |
all****@g*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excelsior Capital Partners |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94956xxxx0 |
ayo***@e******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Horizon Investment Group Inc |
10808 Lakewood Blvd, Downey, CA 90241 |
|
56286xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GJB Investments |
16835 Algonquin St, Huntington Beach, CA 92649 |
|
62664xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lidingfeng Investment |
1812 W Sumac Ln, Anaheim, CA 92804 |
|
31090xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Circle Vision |
1006 Segovia Cir, Placentia, CA 92870 |
|
71463xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stark Wealth Management |
246 N Indian Hill Blvd, Claremont, CA 91711 |
|
90962xxxx9 |
tea*@s******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C & M Investments |
1827 E 5th St Apt 27, Long Beach, CA 90802 |
|
56243xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unity Investments |
Serving theStanton Area |
|
94988xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
National Cities Capital Inc |
19200 Von Karman Ave Ste 600, Irvine, CA 92612 |
|
88855xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advisor Resource Group |
4622 Katella Ave #202, Los Alamitos, CA 90720 |
|
56229xxxx1 |
ana****@a*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Financial Center |
6791 Westminster Blvd., Westminster, CA 92683 |
|
71437xxxx5 |
ang**********@b***.com |
1.9 |
67 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Wende-Financial Advisor, Ameriprise Financial Services |
14771 Plaza Dr, Tustin, CA 92780 |
|
94925xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
222 |
|
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Coast Invesments And Management |
18552 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Andres-Burns - Thrivent |
203 N Brea Blvd Ste 201, Brea, CA 92821 |
|
71452xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unique Property Management |
7028 Kearny Dr, Huntington Beach, CA 92648 |
|
71484xxxx0 |
upm@u*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Investment Research |
942 E Chapman Ave, Orange, CA 92866 |
|
71473xxxx8 |
chi**@p************************.com |
5 |
1 |
|
|
5 |
5 |
|
|
507 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America (Lobby Service Only) |
5531 La Palma Ave, La Palma, CA 90623 |
|
71423xxxx1 |
ban**********@e****.bankofamerica |
2.8 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
209 W Tiller Ave, Anaheim, CA 92802 |
|
71475xxxx5 |
a-w***************@w*****************.com |
|
|
|
|
|
|
188325 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thapa Investment Solution |
3033 Bristol St, Costa Mesa, CA 92626 |
|
56230xxxx0 |
con****@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greenwich Capital Markets |
19200 Von Karman Ave Ste 950, Irvine, CA 92612 |
|
94993xxxx0 |
as@g*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Health & Wealth Incorporated |
655 Tourmaline St, San Diego, CA 92109 |
|
85833xxxx7 |
c18*****************************@s*****.wixpress |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nationwide Business Credit |
2082 Business Center Dr, Irvine, CA 92612 |
|
94975xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Wesley J. Cummings |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unc Investment |
16220 Carmenita Rd, Cerritos, CA 90703 |
|
56240xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thien Co Pham Dinh Mai |
8742 Westminster Blvd., Westminster, CA 92683 |
|
71489xxxx9 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rising Star Investment Inc |
1009 N Euclid St, Anaheim, CA 92801 |
|
71488xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2030 Main St, Irvine, CA 92614 |
|
94931xxxx0 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MDH-Ici Acquisition |
17222 Von Karman Ave, Irvine, CA 92614 |
|
94972xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Armada Harbor Insurance Services |
8508 Paramount Blvd, Downey, CA 90240 |
|
56292xxxx0 |
|
4.8 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Weaver Travis Ameriprise Financial |
101 Main St, Huntington Beach, CA 92648 |
|
71453xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hustlers Investments |
970 W 17th St, Santa Ana, CA 92706 |
|
88862xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Millan, Eddie |
117 S Harbor Blvd, Santa Ana, CA 92704 |
|
62648xxxx9 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
2410 E Katella Ave, Anaheim, CA 92806 |
|
71494xxxx0 |
|
4.5 |
208 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ttl Groups Inc |
13880 Harbor Blvd, Garden Grove, CA 92843 |
|
71453xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America INC |
2619 E Palmyra Ave, Orange, CA 92869 |
|
71499xxxx6 |
aar********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Householder Group |
1440 N Harbor Blvd Ste 800, Fullerton, CA 92835 |
|
71444xxxx4 |
amc***********@h***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peters, Michael T, CPA |
1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705 |
|
71454xxxx0 |
a.j****@r******.com |
|
|
|
|
|
|
140 |
8 |
205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nasar Aboubakare |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71484xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian McHenry-Sr Wealth Financial Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94979xxxx9 |
aab****@b************.com |
|
|
|
|
|
|
98572 |
1295 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freedom Investment Corp |
770 N Tustin St, Orange, CA 92867 |
|
71460xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Investments |
1100 W Town And Country Rd, Orange, CA 92868 |
|
94928xxxx0 |
jlu****@j*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilmington Trust |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
31030xxxx0 |
aam****@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goeppner, Joshua |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carlos Getino - Ameriprise Financial Services, Inc. |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56298xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
West Realty Investment Group |
1501 N Harbor Blvd, Fullerton, CA 92835 |
|
71421xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
10061 Talbert Ave, Fountain Valley, CA 92708 |
|
71496xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Investment Advisors Inc |
5000 E Spring St, Long Beach, CA 90815 |
|
56242xxxx9 |
amy********@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kang, Sean |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Davis Group |
6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 |
|
56259xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Born To Sell |
34 Giralda Walk, Long Beach, CA 90803 |
|
65079xxxx9 |
jan*@b*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tauras Capital Group |
19800 Macarthur Blvd, Irvine, CA 92612 |
|
94965xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quorum Investment Corp |
1551 N Tustin Ave, Santa Ana, CA 92705 |
|
71483xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NWM GROUP- Newport Wealth Management Group |
17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 |
|
94990xxxx1 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vasco Assets |
2024 Quail St, Newport Beach, CA 92660 |
|
94967xxxx0 |
ari@v**********.com |
5 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Planning Inc. |
10833 Valley View St # 470, Cypress, CA 90630 |
|
71482xxxx4 |
ada****@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fix Your Credit Consulting |
4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607 |
|
87721xxxx0 |
con****@f**********************.com |
|
|
4.9 |
224 |
4.9 |
51 |
947 |
3 |
962 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brown, David |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Services |
2020 Main St, Irvine, CA 92614 |
|
94966xxxx2 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stanton Road Capital |
898 CA-1, El Segundo, CA 90245 |
|
31042xxxx6 |
che******@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Johny Makhijani-Platinum Financial Services Advisor, Ameriprise Financial Services |
14771 Plaza Dr, Tustin, CA 92780 |
|
94925xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
116 |
|
128 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charter West Financial Management |
4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 |
|
94947xxxx8 |
adm**@c***********.com |
|
|
|
|
|
|
107 |
|
111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jason D Orsini |
1370 Brea Blvd, Fullerton, CA 92835 |
|
71499xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cameo Investments Ctr |
18821 Ridgeview Cir, Villa Park, CA 92861 |
|
71463xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tuer, Walter |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unity West Lending |
5772 Bolsa Ave Ste 210 Huntington Beach, CA 92649 |
|
65758xxxx7 |
ari**@u********.com |
|
|
4.6 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warpath Investments Inc. |
18881 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orangewood Investments |
1433 S State College Blvd, Anaheim, CA 92806 |
|
71453xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barouti Financial Services |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94985xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brar, J P |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Interpacific Asset Management |
5505 Garden Grove Blvd Ste 150, Westminster, CA 92683 |
|
71489xxxx4 |
aod******@i***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Hunter Securities |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
94927xxxx0 |
cha***@s**************.com |
4.6 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Garza Investments Corp |
852 W Town And Country Rd, Orange, CA 92868 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zapotocky, James |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JST Investment Consulting, Inc. |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56299xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
10725 Springdale Ave, Santa Fe Springs, CA 90670 |
|
56290xxxx3 |
a@m******.com |
|
|
|
|
2.3 |
879 |
697717 |
4107 |
683000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Passion Investment |
1588 S Anaheim Blvd, Anaheim, CA 92805 |
|
71478xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dania Investment |
1415 French St, Santa Ana, CA 92701 |
|
71487xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investors Title Company |
300 S Harbor Blvd, Anaheim, CA 92805 |
|
71468xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bablot Investments |
1733 Monrovia Ave Ste V, Costa Mesa, CA 92627 |
|
94957xxxx2 |
man*******@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J P Morgan |
225 N Tustin St, Orange, CA 92867 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integrity Wealth Management & Insurance Services |
6101 Ball Rd Ste 205 Cypress, CA 90630 |
|
71494xxxx5 |
joh******@i****.com |
|
|
|
|
|
|
9 |
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beachwest Investment Group |
14111 Freeway Dr, Santa Fe Springs, CA 90670 |
|
56240xxxx8 |
ben**********@r*********.com |
|
|
|
|
|
|
294 |
17 |
308 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reza Investment Group |
18662 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94983xxxx0 |
a@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dafesh, Elias, AGT |
401 S Euclid St, Anaheim, CA 92802 |
|
56276xxxx7 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Born In California |
1700 W Cerritos Ave, Anaheim, CA 92804 |
|
71474xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XOA Tax, CPA & Accounting Firm |
10015 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71492xxxx9 |
con****@x*****.com |
5 |
18 |
|
|
|
|
|
|
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Daniel W Verdugo |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71446xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jose Villasenor |
10900 Los Alamitos Blvd, Los Alamitos, CA 90720 |
|
94939xxxx2 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Scott P Smith |
16454 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71437xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Standard S A Investments |
3220 S Standard Ave, Santa Ana, CA 92705 |
|
71455xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brundage, Pearl & Associates-Ameriprise Financial Services |
2 Park Plz, Irvine, CA 92614 |
|
94986xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
137 |
3 |
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barangay Investment Club |
2510 W Adams St, Santa Ana, CA 92704 |
|
71454xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
3230 E Imperial Hwy Ste 175, Brea, CA 92821 |
|
71499xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Debt Relief |
333 City Blvd W 17th FL, Orange, CA 92868 |
|
80075xxxx7 |
abr*****@l****************.com |
4.8 |
522 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investors Trust |
1 Upper Newport Plz, Newport Beach, CA 92660 |
|
94925xxxx0 |
|
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wla |
1301 Dove St, Newport Beach, CA 92660 |
|
94985xxxx4 |
apo****@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Svl Holding Corp |
1620 N Placentia Ave, Placentia, CA 92870 |
|
71498xxxx2 |
inf*@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nsecur 303 Lp |
6455 Bixby Terrace Dr, Long Beach, CA 90815 |
|
56243xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James P Fletcher |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx8 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lunar Step Investments |
5825 Lincoln Ave, Buena Park, CA 90620 |
|
71457xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Aspects |
1502 E Warner Ave, Santa Ana, CA 92705 |
|
94993xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Magnum Wealth Management |
9070 Irvine Center Dr Suite 100, Irvine, CA 92618 |
|
94988xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providence Wealth Management Group - Ameriprise Financial Services, LLC |
2600 Michelson Dr #1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Karam Wealth Advisors |
7755 Center Ave 11th floor, Huntington Beach, CA 92647 |
|
94939xxxx0 |
dom@k**********.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wild Fun Investments |
3365 E Miraloma Ave, Anaheim, CA 92806 |
|
71428xxxx9 |
chr**@a********.com |
|
|
|
|
|
|
253 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Web SoCal, Inc. |
11947 Valley View St #5926, Garden Grove, CA 92846 |
|
71423xxxx9 |
inf*@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mariner |
West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660 |
|
85734xxxx8 |
aar********@m********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fisherman Financials |
11459 Shippigan Way, Cypress, CA 90630 |
|
65741xxxx9 |
hr@f******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cruttenden Partners |
4600 Campus Dr Ste 110, Newport Beach, CA 92660 |
|
94939xxxx0 |
cor**@c*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I C M-Jae Investments |
2 Upper Newport Plz, Newport Beach, CA 92660 |
|
94975xxxx0 |
don@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oc Crown Point-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources |
19900 Macarthur Blvd, Irvine, CA 92612 |
|
94993xxxx0 |
ahj***@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
3 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Birch Investment |
20271 SW Birch St, Newport Beach, CA 92660 |
|
31027xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LA Business Connect |
2000 Riverside Dr Ste 206 Los Angeles, CA 90039 |
|
21362xxxx0 |
inf*@l****************.com |
4.2 |
5 |
4.8 |
16 |
5 |
13 |
200 |
19 |
201 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OC Credit & Business Builders |
14032 Enderle Center Dr Ste 220 Tustin, CA 92780 |
|
71422xxxx0 |
eri**@o************.com |
4 |
4 |
4.6 |
11 |
|
|
590 |
889 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andrew Quillope - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
and**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County Small Business Development Center |
1300 S Bristol St, Santa Ana, CA 92706 |
|
71456xxxx0 |
|
4.8 |
5 |
5 |
2 |
5 |
43 |
3319 |
34 |
3700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America (with Drive-thru ATM) |
13242 Harbor Blvd, Garden Grove, CA 92843 |
|
71463xxxx0 |
and*********@m*.com |
2 |
48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hollencrest Securities |
100 Bayview Cir Ste 500, Newport Beach, CA 92660 |
|
94982xxxx0 |
ac@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yu, Alyssa |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Persuasive Business Plans |
13242 Chestnut St, Westminster, CA 92683 |
|
71474xxxx5 |
tom@p**********************.com |
|
|
|
|
|
|
|
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors Wealth Management |
620 Newport Center Dr #1030, Newport Beach, CA 92660 |
|
80039xxxx4 |
aar********@m*************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Knowlton Financial |
5557 E Santa Ana Canyon Rd Ste 208, Anaheim, CA 92807 |
|
71468xxxx8 |
bri**********@s****************.com |
|
|
|
|
|
|
|
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
L B Brokerage East |
5346 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx8 |
inf*@l**********.com |
|
|
|
|
4.7 |
8 |
127 |
133 |
129 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
5000 Birch St, Newport Beach, CA 92660 |
|
71475xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brenen Capital Management Group |
1601 Dove St Ste 291, Newport Beach, CA 92660 |
|
80058xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterk Investments Inc |
600 City Pkwy W Ste 500, Orange, CA 92868 |
|
71493xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Investment Co |
17702 Mitchell N, Irvine, CA 92614 |
|
94995xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Owens, James |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trilogy Financial Services |
17011 Beach Blvd Ste 800, Huntington Beach, CA 92647 |
|
71484xxxx7 |
aar**********@t********.com |
|
|
|
|
|
|
4143 |
|
4100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wolfinger, Jim, AGT |
301 E Ocean Blvd, Long Beach, CA 90802 |
|
56230xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Sams - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx9 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Uniti Bank |
6301 Beach Blvd Ste 100, Buena Park, CA 90621 |
|
71473xxxx8 |
asa**@u********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors Wealth Management |
5550 CA-27 # 350, Woodland Hills, CA 91367 |
|
88864xxxx0 |
aar********@m*************.com |
|
|
|
|
|
|
2835 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centaurus Financial Inc |
2300 E Katella Ave # 200, Anaheim, CA 92806 |
|
71445xxxx0 |
a.p*****@c*****************.com |
3.4 |
5 |
|
|
4.7 |
19 |
333 |
15 |
343 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McBride Investment Services |
17222 Coriander Ct, Yorba Linda, CA 92886 |
|
71499xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ |
3780 Kilroy Airport Way Ste 810, Long Beach, CA 90806 |
|
56298xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
157 |
5 |
162 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial Services |
122 N Harbor Blvd, Fullerton, CA 92832 |
|
71444xxxx4 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bagga Investments |
605 E Sycamore St, Anaheim, CA 92805 |
|
71427xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange Management Co |
1352 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx0 |
aal********@o*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71484xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
86208 |
|
96000 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sullivan Wealth Management Group |
895 Dove St #300, Newport Beach, CA 92660 |
|
85547xxxx2 |
bra**********@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R.E.A.L. Coach (Jan Wilson) |
12771 Bailey St, Garden Grove, CA 92845 |
|
71490xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grey's Five Star Investment Inc |
1045 E 4th St, Santa Ana, CA 92701 |
|
71424xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam Macdonald |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94962xxxx4 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Zubeen Tukina |
3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740 |
|
90954xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Strategies - Wealth Management Group |
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707 |
|
71436xxxx4 |
bla******@f****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C3 Private Wealth Advisors - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Randall Instruments Inc |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Diversified Investment Services |
4111 South St, Lakewood, CA 90712 |
|
56253xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Beach Securities Inc |
18872 Macarthur Blvd Ste 100, Irvine, CA 92612 |
|
94933xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prestige Assets & Holdings Inc |
4501 E Carson St Ste 203, Long Beach, CA 90808 |
|
56242xxxx0 |
jlo***@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bryce F Johnson - Financial Advisor, Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx4 |
bri***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank – Wealth Management Banker: Katherine Nguyen |
17150 Magnolia St, Fountain Valley, CA 92708 |
|
71484xxxx0 |
ale************@u*****.com |
|
|
|
|
|
|
345668 |
5063 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Fourels Investments |
1321 E Katella Ave, Orange, CA 92867 |
|
71463xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centaurus Financial, Inc. |
2300 E Katella Ave Ste 200, Anaheim, CA 92806 |
|
80088xxxx4 |
aar*******@c*****************.com |
|
|
|
|
|
|
330 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Champlain Investment Partners |
18201 Von Karman Ave, Irvine, CA 92612 |
|
80284xxxx0 |
ah@c****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hunter Asset |
1913 E 17th St, Santa Ana, CA 92705 |
|
71488xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richmond, Brian |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx7 |
rbc*********@r**.com |
|
|
|
|
|
|
12830 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lucky Group Investments |
1857 W Katella Ave, Anaheim, CA 92804 |
|
65075xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amir kashani |
5753 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
94926xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triad Investment Management |
1301 Dove St, Newport Beach, CA 92660 |
|
94985xxxx2 |
con****@t******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Catalina Investments |
5110 E Crescent Dr, Anaheim, CA 92807 |
|
95127xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R +K Investments |
3881 Aruba Cir, Huntington Beach, CA 92649 |
|
71484xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1031 DST Exchange Advisors |
6100 Orange Ave #10, Long Beach, CA 90805 |
|
56237xxxx5 |
inf*@d************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Biscaichipy, Pierre |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial Services |
1370 Brea Blvd, Fullerton, CA 92835 |
|
71473xxxx2 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schlafke, Angela |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank - Wealth Management Banker: Michael Velasco |
19900 Beach Blvd, Huntington Beach, CA 92648 |
|
71427xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
345659 |
5054 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secured Income Group |
17592 17th St Ste 100, Tustin, CA 92780 |
|
71436xxxx0 |
cus************@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BMI Financial |
5 Upper Newport Plz, Newport Beach, CA 92660 |
|
94922xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equity North Investment |
4647 Long Beach Blvd Ste A2, Long Beach, CA 90805 |
|
56228xxxx8 |
dav**@e*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
915 W Imperial Hwy Ste 140, Brea, CA 92821 |
|
71467xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3di Investments Inc |
340 Cienaga Dr, Fullerton, CA 92835 |
|
71499xxxx3 |
inf*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SSM Property Investment |
1515 N Stanton Pl, Long Beach, CA 90804 |
|
56231xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clearvue Capital |
895 Dove St Ste 120, Newport Beach, CA 92660 |
|
94929xxxx0 |
csa****@c***********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R Babu Enterprises Inc |
13552 Pumice St, Norwalk, CA 90650 |
|
56262xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concourse Coi Investments |
1506 N Sycamore St, Santa Ana, CA 92701 |
|
62691xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Finance & Fiscal |
Anaheim, CA 92801 |
|
71461xxxx7 |
|
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JCV Wealth Management |
17541 17th St Suite 203, Tustin, CA 92780 |
|
71459xxxx8 |
ebe*@e*******.com |
|
|
|
|
|
|
1033 |
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Solutions |
2532 Dupont Dr, Irvine, CA 92612 |
|
94947xxxx0 |
inf*@w******.com |
|
|
|
|
|
|
58 |
4 |
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lenders Investment Corp |
2755 S Bristol St, Santa Ana, CA 92704 |
|
71454xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Om Safal Unity |
2401 W Chapman Ave, Orange, CA 92868 |
|
65728xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dickinson, Sam |
15111 Whittier Blvd, Whittier, CA 90603 |
|
56294xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
86710 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
148 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centerpoint Financial Management LLC |
7700 Irvine Center Dr #800, Irvine, CA 92618 |
|
94975xxxx5 |
hel*@c************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J & I Legacy LLC |
1607 E Lincoln Ave Ste C, Orange, CA 92865 |
|
88854xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All California Brokerage Inc |
5000 E Spring St, Long Beach, CA 90815 |
|
56242xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
17528 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71457xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stratton Investments |
227 E 2nd Ave, La Habra, CA 90631 |
|
56250xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vieth Co |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Latisys |
17400 Von Karman Ave, Irvine, CA 92614 |
|
94998xxxx7 |
aar**********@l******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kolbach, Amanda |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
200 S A St, Tustin, CA 92780 |
|
71466xxxx1 |
aar********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blukey Investments |
9140 Trask Ave, Garden Grove, CA 92844 |
|
65722xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oscar Beltran: Primerica Financial Services |
11506 Telegraph Rd Ste 200, Santa Fe Springs, CA 90670 |
|
56248xxxx1 |
aud***********@p********.com |
|
|
|
|
|
|
148535 |
3572 |
159000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Posada Investments, Inc. |
9566 Gallatin Rd, Downey, CA 90240 |
|
32380xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oxford Bioscience |
650 Town Center Dr Ste 810, Costa Mesa, CA 92626 |
|
71470xxxx4 |
ape******@o****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brogan Rognlien Family Trust |
1210 Anita Pl, Fullerton, CA 92831 |
|
71452xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™ |
377 E Chapman Ave Ste 120, Placentia, CA 92870 |
|
71457xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Conqueror Unlimited Inc |
11713 Sunglow St, Santa Fe Springs, CA 90670 |
|
56294xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Optimize Financial Inc. |
23212 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94947xxxx0 |
c18*****************************@s*****.wixpress |
5 |
1 |
|
|
|
|
42 |
3 |
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenai Investments Inc |
18613 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
80635xxxx0 |
bob*********@l********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Banning, Ryan |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heenan Investments |
212 Main St, Seal Beach, CA 90740 |
|
56259xxxx8 |
aar********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlantic Trust |
4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 |
|
94966xxxx0 |
a.n******@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ward Investment Co |
2110 Newport Blvd, Costa Mesa, CA 92627 |
|
94964xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
5406 E Anaheim Rd, Long Beach, CA 90815 |
|
56249xxxx3 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strattford Capital |
4440 Von Karman Ave, Newport Beach, CA 92660 |
|
94938xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BFS Wealth Management |
2040 Main St, Irvine, CA 92614 |
|
71428xxxx6 |
adm**@b***.com |
|
|
|
|
|
|
29 |
|
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennifer Zaat-Wright |
18837 Brookhurst St Ste 101, Fountain Valley, CA 92708 |
|
71496xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pinn Investments |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94966xxxx0 |
axx****@p**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Investments Financial |
5538 South St, Lakewood, CA 90713 |
|
42426xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2099 S State College Blvd, Anaheim, CA 92806 |
|
71493xxxx0 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hughes Westbrook Insurance |
17220 Newhope St Ste 116, Fountain Valley, CA 92708 |
|
71454xxxx0 |
gre*****@h*****.com |
|
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
4332 Cerritos Ave Ste 105, Los Alamitos, CA 90720 |
|
56243xxxx1 |
aar********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Profit & Wealth Tax Advisors |
2030 Main St Ste 1300 Irvine, CA 92614 |
|
71444xxxx9 |
eri*@p*************************.com |
|
|
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
612 Del Rio Way, Fullerton, CA 92835 |
|
71499xxxx5 |
kin*@s****************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Taylor Wealth Management |
15061 Springdale St., Ste 202, Huntington Beach, CA 92649 |
|
71424xxxx4 |
all***********@l**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
111 W Ocean Blvd, Long Beach, CA 90802 |
|
56298xxxx9 |
hel**@o****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phong Dien Investment |
17290 Newhope St, Fountain Valley, CA 92708 |
|
71475xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Pacific Partners |
901 Dove St Ste 220, Newport Beach, CA 92660 |
|
94986xxxx5 |
jja*****@d*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primevest Financial |
15343 Culver Dr, Irvine, CA 92604 |
|
94926xxxx1 |
|
3.2 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flynn Investments Inc |
16400 Pacific Coast Hwy, Huntington Beach, CA 92649 |
|
56259xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Oversight |
2118 Wilshire Blvd Ste 1000 Santa Monica, CA 90403 |
|
31045xxxx0 |
cap****@c***************.com |
|
|
|
|
|
|
23453 |
7 |
23000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Richman Group |
345 E Commonwealth Ave, Fullerton, CA 92832 |
|
71452xxxx2 |
a.a*****@t**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Partners II |
10350 Heritage Park Dr, Santa Fe Springs, CA 90670 |
|
56294xxxx4 |
aab********@l*************.com |
|
|
|
|
|
|
245 |
5 |
267 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paine Webber Inc. |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
80085xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advanced Data Source |
12235 Beach Blvd, Stanton, CA 90680 |
|
71489xxxx0 |
isr****@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H B Investment Enterprise |
15568 Brookhurst St, Westminster, CA 92683 |
|
71441xxxx1 |
rec******@g*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
485 E 17th St Ste 100, Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
110 |
|
111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Provence Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx0 |
all**@p***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California National Bank 016 |
5767 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56271xxxx0 |
aar************@u*****.com |
|
|
|
|
|
|
345636 |
5336 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MFF Investment Corp |
11352 Westminster Ave, Garden Grove, CA 92843 |
|
65721xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Walter E Kaminski-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx9 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Commercial Group |
1360 Ritchey St, Santa Ana, CA 92705 |
|
71454xxxx0 |
ela*********@m****.com |
|
|
|
|
|
|
496 |
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx2 |
bri***********@a***.com |
|
|
|
|
|
|
73 |
|
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Service Rocket Group |
7600 Garden Grove Blvd, Westminster, CA 92683 |
|
71432xxxx9 |
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bosler Family Trust |
331 Georgia Cir, Placentia, CA 92870 |
|
71452xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schultz Richard |
1171 Appian Way, Santa Ana, CA 92705 |
|
71473xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valiante Tax and Financial Management |
12842 Valley View St #104, Garden Grove, CA 92845 |
|
71471xxxx4 |
jas**@v**********.com |
5 |
47 |
|
|
|
|
278 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Nhan Duone |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71490xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MS Investments, Inc |
200 E Willow St, Long Beach, CA 90806 |
|
56242xxxx1 |
aal****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fox Wood Holding Company |
2541 E 14th St, Long Beach, CA 90804 |
|
56243xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
21942 Kaneohe Ln, Huntington Beach, CA 92646 |
|
71484xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeremiah Nelson-Thrivent |
5241 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71426xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M K Asset Recovery |
1309 N Paradise Ct, Anaheim, CA 92806 |
|
71439xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher M. Simmons Physician Financial Services |
695 Town Center Dr Ste 200, Costa Mesa, CA 92626 |
|
71486xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
US Business Funding |
1 MacArthur Pl #350, Santa Ana, CA 92707 |
|
94946xxxx0 |
|
4.6 |
630 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Padilla Hofland Finacial Services Group |
1910 Saint Andrews Dr, Seal Beach, CA 90740 |
|
56259xxxx4 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nour Investments Inc |
16851 Mcfadden Ave, Tustin, CA 92780 |
|
71488xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TeamLogic IT |
2166 W Broadway Ste 210, Anaheim, CA 92804 |
|
65720xxxx2 |
ach*@t**********.com |
5 |
8 |
|
|
|
|
1349 |
260 |
1400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kelsey Esswein-Thrivent |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
18002 Irvine Blvd Ste 102, Tustin, CA 92780 |
|
71473xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
86208 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
True Vine Invest |
2231 S Dupont Dr, Anaheim, CA 92806 |
|
71431xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ersop.Com Inc |
18141 Beach Blvd #300, Huntington Beach, CA 92648 |
|
86669xxxx7 |
adm**@e****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Second Time Around Investment |
3602 S Marine St, Santa Ana, CA 92704 |
|
56230xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Processing Assist, Inc. |
12235 Beach Blvd #209, Stanton, CA 90680 |
|
85520xxxx4 |
inf*@p***************.com |
4.9 |
510 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Method Technologies |
10805 Holder St #100, Cypress, CA 90630 |
|
84446xxxx3 |
a@m****.net |
5 |
40 |
|
|
4.8 |
31 |
316 |
51 |
326 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Financial Advisors |
3701 Long Beach Blvd #100, Long Beach, CA 90807 |
|
56242xxxx7 |
bab******@w*****************.com |
3.4 |
12 |
|
|
|
|
582752 |
11 |
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Western Bank |
275 N Brea Blvd, Brea, CA 92821 |
|
71467xxxx0 |
aag*****@p*****************.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
17852 17th St Ste 105, Tustin, CA 92780 |
|
65721xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Number 1 Insurance |
17111 Beach Blvd Ste 103, Huntington Beach, CA 92647 |
|
71484xxxx0 |
inf*@n*********.com |
4.9 |
518 |
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Irvin, Peter |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bancorp Familiar |
2024 N Broadway Ste 200, Santa Ana, CA 92706 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ysm Investment 3 |
17901 Pioneer Blvd, Artesia, CA 90701 |
|
56286xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sierra Nevada Investment Group |
3186 Pullman St, Costa Mesa, CA 92626 |
|
71485xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
2582 N Santiago Blvd, Orange, CA 92867 |
|
71473xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Macarthur Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
|
|
|
|
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Surf City Investment Group |
19381 Salmon Ln, Huntington Beach, CA 92646 |
|
71496xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spectrum Painting |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T N Investments Group, LLC |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71443xxxx4 |
|
|
|
|
|
|
|
|
|
|
1 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mountain-Bishop Private Wealth Management |
3738 Bayer Ave Suite 205, Long Beach, CA 90808 |
|
56243xxxx3 |
inf*@m****.com |
|
|
|
|
|
|
|
|
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ricardo Marin-G D L Investment |
1034 S Main St, Santa Ana, CA 92701 |
|
71451xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NG, Janice, AGT |
301 E Ocean Blvd, Long Beach, CA 90802 |
|
56230xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Dizon Group |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schubert, Scott |
2020 Main St, Irvine, CA 92614 |
|
94923xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
12201 Seal Beach Blvd, Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
|
|
|
|
329214 |
|
353000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jon Glant |
12792 Valley View St Ste F Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87586 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Bryan Nguyen |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71453xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TSG Wealth Management |
6460 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56241xxxx0 |
a.s********@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Penny Stock Trading |
Serving theStanton Area |
|
71467xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Matthew Terrones |
7510 E Chapman Ave Ste B, Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Firestone Investment |
2082 Business Center Dr, Irvine, CA 92612 |
|
94923xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairmont Capital Inc |
18200 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71470xxxx0 |
cca****@f**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acevedo, Daniel |
1901 Main St, Irvine, CA 92614 |
|
94934xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kensington Resources |
600 Anton Blvd Ste 1000, Costa Mesa, CA 92626 |
|
71438xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tact Management |
2515 E Ocean Blvd, Long Beach, CA 90803 |
|
56285xxxx6 |
ale*@t*******.com |
|
|
|
|
|
|
5315 |
|
6000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balboa Wealth Partners |
140 Newport Center Dr #200, Newport Beach, CA 92660 |
|
94944xxxx5 |
aar******@b***********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kothari, Sonny |
145 S State College Blvd, Brea, CA 92821 |
|
71425xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
222 S Harbor Blvd, Anaheim, CA 92805 |
|
71477xxxx2 |
|
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tax & Financial Group |
4001 MacArthur Blvd # 300, Newport Beach, CA 92660 |
|
94922xxxx0 |
abi****@t******.com |
4.2 |
5 |
|
|
|
|
183 |
107 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Berman Investment Group |
20251 SW Acacia St Ste 200, Newport Beach, CA 92660 |
|
94927xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Soto, Christopher |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx4 |
aar**@k*****.com |
|
|
|
|
|
|
560 |
647 |
584 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clearview Investment-Mgmt Bus |
13661 Laurinda Way, Santa Ana, CA 92705 |
|
71439xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dalva & Associates |
600 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71443xxxx7 |
aar********@d*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edelman Financial Engines |
3020 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
83375xxxx3 |
adv****@e**********************.com |
|
|
|
|
|
|
18796 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cimco |
3303 Harbor Blvd, Costa Mesa, CA 92626 |
|
71436xxxx0 |
joh*@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740 |
|
56249xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ross Wealth Management |
3711 Long Beach Blvd Ste 719, Long Beach, CA 90807 |
|
56220xxxx5 |
bab******@w*****************.com |
|
|
|
|
|
|
583155 |
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PWS Investments, Inc |
12020 Garfield Ave, South Gate, CA 90280 |
|
32372xxxx2 |
afi******@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stark, Russell A |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Vision Holdings, Inc |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94928xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H & G Investment Group, Inc |
7500 Orangewood Ave, Stanton, CA 90680 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sunny Realty & Management Inc |
9946 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71463xxxx0 |
ceo@g*****************.com |
|
|
|
|
4.8 |
30 |
1091 |
92 |
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R K B Investment Group |
1211 Hoffman Ave, Long Beach, CA 90813 |
|
56224xxxx0 |
aac*****@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit Management Pros Inc |
12235 Beach Blvd Suite 206D, Stanton, CA 90680 |
|
|
inf*@c*******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx6 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alin Worldwide Investments |
555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 |
|
71426xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O'Leary, Rachael Y |
311 Main St, Seal Beach, CA 90740 |
|
56259xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SBL | Commercial Investments and Management |
790 The City Dr S, Orange, CA 92868 |
|
71466xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
760 N Euclid St, Anaheim, CA 92801 |
|
71452xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Martelli Real Estate Investments |
30 Corporate Park Ste 100 Irvine, CA 92606 |
|
71477xxxx0 |
bpr*****@j****.com |
|
|
|
|
|
|
|
|
75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BBVA Compass |
2020 Main St Ste 950, Irvine, CA 92614 |
|
94921xxxx9 |
|
|
|
|
|
|
|
|
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eighty Nine Investments |
1081 Long Beach Blvd, Long Beach, CA 90813 |
|
81864xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steadfast Management Company |
18100 Von Karman Ave Ste 500, Irvine, CA 92612 |
|
94985xxxx0 |
abe****@s*****************.com |
|
|
|
|
3 |
57 |
675 |
90 |
675 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McAndrew, Randy |
5881 Obispo Ave, Long Beach, CA 90805 |
|
56292xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TNL Car Title Loans |
6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803 |
|
56285xxxx5 |
3ce*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MST Financial Wealth Management - Northwestern Mutual |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94986xxxx3 |
ash******************@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AOA Investments Inc |
2932 Daimler St, Santa Ana, CA 92705 |
|
94941xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Price, Michael, AGT |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stewart, Ken |
12016 Telegraph Rd, Santa Fe Springs, CA 90670 |
|
56284xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
150 |
|
151 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Teamchristo |
3208 Josie Ave, Long Beach, CA 90808 |
|
56242xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paulson Investment Co Inc |
2600 Michelson Dr Ste 1700, Irvine, CA 92612 |
|
94985xxxx1 |
aca********@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shaver Investment Corp |
4142 Pine Ave, Long Beach, CA 90807 |
|
56242xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quillope, Andrew, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Research Group |
4500 Campus Dr Ste 135, Newport Beach, CA 92660 |
|
94975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Start By World |
12881 Knott St, Garden Grove, CA 92841 |
|
56253xxxx6 |
inf*@w************.world |
|
|
|
|
|
|
176 |
|
1400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tellone Financial |
6200 E Canyon Rim Rd Ste 201, Anaheim, CA 92807 |
|
71499xxxx0 |
and*@t******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
892 N Tustin St, Orange, CA 92867 |
|
71477xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schneider Securities |
18952 Macarthur Blvd, Irvine, CA 92612 |
|
94944xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairmont Capital Inc |
3350 E Birch St, Brea, CA 92821 |
|
71452xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Wise Mortgage |
11817 Imperial Hwy, Norwalk, CA 90650 |
|
56292xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eggleston, Thomas J |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blackstar Financial Inc |
3165 Red Hill Ave, Costa Mesa, CA 92626 |
|
94925xxxx7 |
b@b*****************.com |
1 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barney Smith |
1 World Trade Ctr Ste 2000, Long Beach, CA 90831 |
|
56290xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Evans M & M Investments |
3654 Gardenia Ave, Long Beach, CA 90807 |
|
56298xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
7101 Lincoln Ave, Buena Park, CA 90620 |
|
71482xxxx7 |
a@m******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Desiree Patna Enterprises Inc |
2601 Main St Ste 560, Irvine, CA 92614 |
|
94922xxxx5 |
aar**********@t********.com |
|
|
|
|
|
|
4145 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leru Investments |
1240 N Van Buren St, Anaheim, CA 92807 |
|
71462xxxx7 |
jef****@l**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Idlogiq Inc |
6850 Lincoln Ave, Buena Park, CA 90620 |
|
86643xxxx7 |
agn**@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tony Yepez Investments |
4000 Long Beach Blvd, Long Beach, CA 90807 |
|
56272xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M2 Investment Advisor |
11770 Warner Ave, Fountain Valley, CA 92708 |
|
71424xxxx1 |
aal**********@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jingles Investment Group |
4647 Long Beach Blvd, Long Beach, CA 90805 |
|
56298xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1801 E 17th St, Santa Ana, CA 92705 |
|
71454xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Saddleback Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marcor Capital |
9482 Allison Ln, Cypress, CA 90630 |
|
71476xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Syn-Mar Associates |
505 E 1st St Ste H, Tustin, CA 92780 |
|
71450xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HABERL Wealth Management |
7777 Center Ave, Huntington Beach, CA 92647 |
|
71479xxxxx3 |
chr**@h***********.com |
|
|
|
|
|
|
264 |
|
256 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1135 N State College Blvd, Anaheim, CA 92806 |
|
71495xxxx7 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Midas Securities |
2970 E La Palma Ave Ste Q, Anaheim, CA 92806 |
|
71463xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sage Point Financial |
10061 Talbert Ave Ste 200, Fountain Valley, CA 92708 |
|
71496xxxx0 |
dom****@a***********.com |
|
|
|
|
|
|
2765 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R & J Harbor Investment Group |
425 E 3rd St, Long Beach, CA 90802 |
|
56233xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hankey Investment Company |
2125 Westcliff Dr, Newport Beach, CA 92660 |
|
94954xxxx1 |
a.g**@h****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Assoc Inc |
4701 Teller Ave Ste 101, Newport Beach, CA 92660 |
|
94926xxxx0 |
aba*****@r************.com |
|
|
|
|
|
|
2760 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Majestic Capital Investment |
18881 Von Karman Ave, Irvine, CA 92612 |
|
94964xxxx2 |
aow**@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Castapos Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
31044xxxx3 |
aid********@m********.com |
|
|
|
|
|
|
|
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
18452 Yorba Linda Blvd Ste B, Yorba Linda, CA 92886 |
|
71470xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ronald O Kindschi Investments |
3010 Old Ranch Pkwy Ste 215, Seal Beach, CA 90740 |
|
56249xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rowe, Richard B, PHD |
2120 Main St Ste 120, Huntington Beach, CA 92648 |
|
71496xxxx2 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Masuda Investments |
425 E 3rd St, Long Beach, CA 90802 |
|
56249xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bryson Financial Inc |
100 Oceangate Ste 401, Long Beach, CA 90802 |
|
56243xxxx6 |
ala**@b**************.com |
|
|
|
|
|
|
737 |
256 |
737 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michelle Tascoe Financial Coaching |
Los Angeles, CA 90004 |
|
20928xxxx6 |
|
5 |
11 |
4.9 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R & B Investment |
1762 San Juan St, Tustin, CA 92780 |
|
71473xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
333 City Blvd W, Orange, CA 92868 |
|
71470xxxx6 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Network Investment Corp |
5030 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx5 |
bea*@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E3 Financial |
4100 Newport Place Dr Ste 650, Newport Beach, CA 92660 |
|
94972xxxx4 |
aar************@a**.com |
|
|
|
|
|
|
3927 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
|
32338xxxx2 |
d_4****@y****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx1 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2400 E Katella Ave Ste 1000, Anaheim, CA 92806 |
|
71494xxxx0 |
art*********@w*****************.com |
|
|
|
|
|
|
188325 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barbisan, Victoria |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
58 |
|
58 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lufon Investments |
17822 17th St Ste 212, Tustin, CA 92780 |
|
71422xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ortega, Michael |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Regional Finance |
333 S Anita Dr #650, Orange, CA 92868 |
|
65722xxxx4 |
con****@r**************.com |
4.9 |
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carandang, Rey |
611 Anton Blvd, Costa Mesa, CA 92626 |
|
71442xxxx1 |
bri*********@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Capital Securities |
725 W Town And Country Rd, Orange, CA 92868 |
|
71454xxxx1 |
ban******@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Workforce Development Board |
10900 183rd St, Cerritos, CA 90703 |
|
56240xxxx6 |
ann*********@s*****.com |
|
|
|
|
5 |
14 |
525 |
321 |
587 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
301 E Ocean Blvd Ste 1550, Long Beach, CA 90802 |
|
56230xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GB Investment Inc |
3020 Saturn St. #206, Brea, CA 92821 |
|
21384xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rl Paler Investment Advisors |
229 Argonne Ave Ste 1, Long Beach, CA 90803 |
|
42424xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Street Tax Station |
12952 Main St, Garden Grove, CA 92840 |
|
71463xxxx0 |
inf*@y*************.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashwill Investments |
18271 Mcdurmott W, Irvine, CA 92614 |
|
94947xxxx8 |
joh*@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Capital Securities |
101 Main St Ste 260, Huntington Beach, CA 92648 |
|
71453xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Judy Copenbarger |
5110 E Glen Arran Ln, Orange, CA 92869 |
|
94955xxxx1 |
fiv******@a**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Equity Group |
6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707 |
|
71475xxxx8 |
cho****@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Long Beach Investment Properties |
3709 Albury Ave, Long Beach, CA 90808 |
|
56242xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parkcenter Realty & Investments |
Serving theStanton Area |
|
71426xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aegis Asset Management Inc |
2331 W Lincoln Ave, Anaheim, CA 92801 |
|
71463xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J & C Holdings |
4521 Amberwood Ave, La Palma, CA 90623 |
|
71482xxxx4 |
inf*@t**********.co |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bair Enterprises |
Orange, CA 92868 |
|
71479xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Republic Partnership |
11823 Slauson Ave Ste 29, Santa Fe Springs, CA 90670 |
|
56294xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gramercy Investment Group |
11423 South St, Cerritos, CA 90703 |
|
32371xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Slaten Wealth Management |
501 N Brookhurst St Ste 318, Anaheim, CA 92801 |
|
80069xxxx0 |
hei**@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
He & Chen Investment |
1221 W Alton Ave, Santa Ana, CA 92707 |
|
94920xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RS Crum Inc |
4 Upper Newport Plaza Dr Suite 201, Newport Beach, CA 92660 |
|
94942xxxx6 |
ash***@r*****.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
2099 S State College Blvd, Anaheim, CA 92806 |
|
71477xxxx5 |
con****************@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
3760 Kilroy Airport Way Ste 680, Long Beach, CA 90806 |
|
56298xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
1901 Main St Ste 800, Irvine, CA 92614 |
|
94995xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silversage Advisors |
19200 Von Karman Ave STE 370, Irvine, CA 92612 |
|
88896xxxx0 |
dsa***@s*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quintanilla, Jose |
2801 E Spring St, Long Beach, CA 90806 |
|
31049xxxx3 |
can***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All Pro Investments |
2152 Dupont Dr, Irvine, CA 92612 |
|
94975xxxx0 |
get*****@s*****************.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
655 S Main St Ste 240, Orange, CA 92868 |
|
71494xxxx0 |
|
|
|
|
|
|
|
393357 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lion Gate Capital Inc |
17901 Von Karman Ave, Irvine, CA 92614 |
|
31022xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Thomas Hong |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71453xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frome Investments |
151 Kalmus Dr, Costa Mesa, CA 92626 |
|
71464xxxx0 |
bbe******@f*******.com |
1.8 |
10 |
|
|
4.2 |
5 |
|
|
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lee Franchises Investments |
7821 Edinger Ave, Huntington Beach, CA 92647 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barney Smith |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FWH Financial Group Inc. |
4050 Katella Ave UNIT 213, Los Alamitos, CA 90720 |
|
56259xxxx4 |
f.h*****@a*******.com |
|
|
|
|
|
|
11 |
|
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Focus Point Investment Group, LLC |
11138 Del Amo Blvd, Lakewood, CA 90715 |
|
56250xxxx6 |
inf*********@u*******.com |
4 |
66 |
|
|
|
|
2 |
43 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equico |
535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
abo*****@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Procurus Wealth Management |
4101 Birch St Ste 110, Newport Beach, CA 92660 |
|
94922xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diamond Bar Investments |
1926 Spahn Ln, Placentia, CA 92870 |
|
71420xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pension Profit Sharing Service Inc |
5212 Katella Ave, Los Alamitos, CA 90720 |
|
56259xxxx1 |
bfl*****@p******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ross Wealth Management Group |
5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804 |
|
56220xxxx5 |
eri*@e*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
2842 E Chapman Ave, Orange, CA 92869 |
|
71463xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Wealth Advisors |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
87769xxxx7 |
bwe***@n********************.com |
3.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clay Northam Wealth Management |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56279xxxx7 |
bcl**@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
88880xxxx1 |
cha*************@a***.com |
|
|
|
|
|
|
|
|
130 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tryon Company |
18022 Cowan Ste 215, Irvine, CA 92614 |
|
94933xxxx9 |
joh*@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integrity Financial Advisory |
10101 Slater Ave Ste 250, Fountain Valley, CA 92708 |
|
71437xxxx8 |
adm**@i**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shap Investments |
Whittier, CA 90603 |
|
56294xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zacks Investment Research Inc |
18300 Von Karman Ave, Irvine, CA 92612 |
|
76074xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
1300 N Bristol St Ste 285, Newport Beach, CA 92660 |
|
94975xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ikaria Inc |
2721 Tulane Ave, Long Beach, CA 90815 |
|
90823xxxx0 |
mkg**********@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
242 S Orange Ave, Brea, CA 92821 |
|
71425xxxx9 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Surf City Investors, LLC |
P.O. Box 6093, Huntingtn Bch, CA 92615 |
|
94968xxxx7 |
gab*@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Woodbury Financial Services |
3070 Bristol St. Suite 500, Costa Mesa, CA 92626 |
|
94920xxxx4 |
bre**@j**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fellows Wealth Management |
100 Spectrum Center Dr #900, Irvine, CA 92618 |
|
94937xxxx6 |
geo**@f**********************.com |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jdj Investments |
2102 Business Center Dr, Irvine, CA 92612 |
|
94925xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
311 Main St, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NRG Resources, Inc. |
18301 Von Karman Ave Ste 1050, Irvine, CA 92612 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CIBC Private Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94988xxxx0 |
alb***********@c***.com |
|
|
|
|
|
|
2118 |
|
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Perla Capital Group |
4 Park Plz Ste 1240, Irvine, CA 92614 |
|
94925xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent |
4909 Lakewood Blvd, Lakewood, CA 90712 |
|
56298xxxx8 |
ale*************@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I Q Investments Inc |
1547 W Katella Ave, Orange, CA 92867 |
|
71453xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providence Capital Funding |
3070 Saturn St Ste 100, Brea, CA 92821 |
|
80034xxxx8 |
aar**********@p***********************.com |
|
|
|
|
|
|
748 |
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winten Investments |
421 N Brookhurst St Ste 223, Anaheim, CA 92801 |
|
71477xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jonathan’s Financial Services |
12842 Valley View St Ste 208 Garden Grove, CA 92845 |
|
71495xxxx3 |
hel*@c***************.com |
|
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allen & Caron Inc |
2151 Michelson Dr Ste 120, Irvine, CA 92612 |
|
94947xxxx0 |
and***@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
N T Investor Service |
12666 Brookhurst St, Garden Grove, CA 92840 |
|
81848xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buffalo Capital Corporation |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx9 |
jdo*@b*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SmartCPA - Anaheim |
518 S Brookhurst St Ste #4, Anaheim, CA 92804 |
|
65725xxxx8 |
hel*@s*******.net |
4.7 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ministry Partners Investment Company, LLC |
1 Pointe Dr Suite 205, Brea, CA 92821 |
|
80075xxxx2 |
bil*********@m***************.org |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Special Asset Management |
5661 Beach Blvd, Buena Park, CA 90621 |
|
94949xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brown’s Financial Services |
6 Centerpointe Dr Ste 700 La Palma, CA 90623 |
|
86683xxxx1 |
|
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Investment Solutions |
1300 N Bristol St Ste 200, Newport Beach, CA 92660 |
|
94966xxxx0 |
ski******@e********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M 1 Investments |
14752 Beach Blvd Ste 207, La Mirada, CA 90638 |
|
71486xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Tipple-Financial Advisor |
12976 Main St, Garden Grove, CA 92840 |
|
71446xxxx4 |
aab****@b************.com |
|
12 |
|
|
|
|
40840 |
176 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McA Trading |
101 Main St, Huntington Beach, CA 92648 |
|
71453xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vnt Property 1 |
76 S Claudina St, Anaheim, CA 92805 |
|
71477xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
808 Renewable Energy |
5011 Argosy Ave Ste 4, Huntington Beach, CA 92649 |
|
71489xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
106 |
2 |
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
180 E Main St, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rebecka Forrester | TNG Real Estate |
2830 Brea Blvd Fullerton, CA 92835 |
|
71441xxxx7 |
reb**************@m*.com |
|
|
4.9 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DWIGHT Wealth Management |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Private Wealth Management | U.S. Bank |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94944xxxx1 |
aar************@u*****.com |
|
|
|
|
|
|
345376 |
5428 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Landmark D & B Investments |
1211 W Imperial Hwy, Brea, CA 92821 |
|
71487xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mitchell Financial Solutions |
201 Sandpointe Ave Ste 228, Santa Ana, CA 92707 |
|
71466xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buckingham Investments |
320 Pine Ave Ste 609, Long Beach, CA 90802 |
|
56262xxxx0 |
alh*********@b********************.com |
|
|
|
|
|
|
507 |
6 |
534 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Farmers Insurance - Khanh Pham |
12235 Beach Blvd Ste 200e Stanton, CA 90680 |
|
71488xxxx6 |
ask*******@f***************.com |
|
|
4.2 |
5 |
|
|
|
|
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
15361 Brookhurst St Ste 212, Westminster, CA 92683 |
|
65722xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rennie & Associates |
1608 Galaxy Dr, Newport Beach, CA 92660 |
|
94965xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equico |
575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trust E Tech |
3303 Harbor Blvd, Costa Mesa, CA 92626 |
|
71444xxxx5 |
ang***@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Podium Financial Group Inc |
2183 Fairview Rd Ste 108, Costa Mesa, CA 92627 |
|
94951xxxx3 |
inf*@p**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ardent One Financial |
3707 W Garden Grove Blvd, Orange, CA 92868 |
|
71474xxxx8 |
joh*@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gregg Stapp Insurance Services |
810 E Commonwealth Ave, Fullerton, CA 92831 |
|
71468xxxx4 |
pri***********@h***********.com |
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TNL Car Title Loans |
710 S Brookhurst St Ste J, Anaheim, CA 92804 |
|
65722xxxx0 |
3ce*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hollencrest Capital Management |
100 Bayview Cir #500, Newport Beach, CA 92660 |
|
94973xxxx0 |
cam*****@h**********.com |
3.5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Van Uden, Mark J |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SunAmerica |
3723 Birch St Ste 9, Newport Beach, CA 92660 |
|
94975xxxx2 |
aad*****@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Geoff Delahanty-Thrivent |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCarthy Wealth Management |
3300 Irvine Ave, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
|
|
|
|
|
|
|
|
294 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silber, Devon |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
3421 E Imperial Hwy # E-1, Brea, CA 92823 |
|
71438xxxx0 |
aar********@s*****.com |
4.3 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Level Four Group |
1920 Main St Ste 1090, Irvine, CA 92614 |
|
94977xxxx1 |
aha***@l*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maleo |
12881 Knott St #216, Garden Grove, CA 92841 |
|
71464xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Willow Crest Investments Inc |
2461 E Orangethorpe Ave, Fullerton, CA 92831 |
|
71444xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
145 S State College Blvd, Brea, CA 92821 |
|
71425xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mutual Capital Group |
2751 E Chapman Ave, Fullerton, CA 92831 |
|
71473xxxx8 |
inf*@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Torrance Investment Management |
13601 Whittier Blvd, Whittier, CA 90605 |
|
56269xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sperry Van Ness |
18881 Von Karman Ave Ste 800, Irvine, CA 92612 |
|
94970xxxx0 |
aar********@s**.com |
|
|
|
|
|
|
1207 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All California Brokerage Inc |
10937 Alondra Blvd, Norwalk, CA 90650 |
|
56229xxxx0 |
ale*@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Associates Inc |
2010 Main St Ste 130, Irvine, CA 92614 |
|
94955xxxx0 |
aba*****@r************.com |
|
|
|
|
|
|
2760 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EM Capital Investment Inc |
3350 E Birch St Ste 140, Brea, CA 92821 |
|
71448xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bancap Investment Group |
192 N Marina Dr, Long Beach, CA 90803 |
|
56225xxxx0 |
whi********@b*****.biz |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steadfast Properties |
20320 SW Birch St, Newport Beach, CA 92660 |
|
94985xxxx0 |
abe****@s*****************.com |
|
|
|
|
3 |
57 |
675 |
90 |
675 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nassau, Steve |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chariots Empire Investments, Inc. |
2030 Main St, Irvine, CA 92614 |
|
87758xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Louis W Rizzacasa |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71446xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dwell Properties |
5318 E 2nd St # 592, Long Beach, CA 90803 |
|
56266xxxx0 |
bbu****@d**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bahnsen Group - CA |
520 Newport Center Dr STE 300, Newport Beach, CA 92660 |
|
94987xxxx0 |
abe****@t**************.com |
4.8 |
5 |
|
|
4.8 |
33 |
2097 |
51 |
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bell&Brown Wealth Advisors, LLC |
14 Corporate Plaza Dr #100, Newport Beach, CA 92660 |
|
94939xxxx8 |
con****@b****************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thai, Elizabeth P |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71470xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
86710 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yhc Wealth Management Group |
18396 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx0 |
pgb******@w******************.com |
|
|
|
|
|
|
199 |
5 |
205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Millennium Brokerage Group |
2670 N Main St Ste 240, Santa Ana, CA 92705 |
|
71456xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx1 |
a.c******@p********.com |
|
|
|
|
|
|
113356 |
3087 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Reserve Advisors Inc |
5015 Birch St, Newport Beach, CA 92660 |
|
94975xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Infinity Investment Services |
14200 Culver Dr, Irvine, CA 92604 |
|
94955xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stauffer, Dave |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
9971 Adams Ave, Huntington Beach, CA 92646 |
|
71437xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Symbex Co |
12658 Cisneros Ln, Santa Fe Springs, CA 90670 |
|
56229xxxx0 |
din*********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hartfelder, Jack |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Garte & Associates Inc |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94962xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Talley & Co |
790 The City Dr S, Orange, CA 92868 |
|
71486xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Brian K Clark |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
85274 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Financial Group |
18191 Von Karman Ave Ste 100, Irvine, CA 92612 |
|
94962xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Growth Management Inc |
1421 N Wanda Rd, Orange, CA 92867 |
|
71463xxxx4 |
3d5*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Imperial Financial Investment Group |
12607 Hiddencreek Way, Cerritos, CA 90703 |
|
56237xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baick, Alice |
18621 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71477xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Burton Corp |
740 W 16th St, Costa Mesa, CA 92627 |
|
94961xxxx0 |
aam***@b*****.com |
|
|
|
|
|
|
767091 |
|
764000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Pension Institute |
465 Saint Andrews Rd, Newport Beach, CA 92663 |
|
94971xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gillespie, Thomas |
2 Park Plz, Irvine, CA 92614 |
|
56230xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adventures Investments |
205 Berkley St, Anaheim, CA 92804 |
|
61748xxxx3 |
aga*****@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Skyler A Christensen |
3 Pointe Dr Ste 207, Brea, CA 92821 |
|
71467xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ruan Investments |
1523 W Katella Ave, Anaheim, CA 92802 |
|
71479xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ran Investment Corporation |
1181 E Wardlow Rd, Long Beach, CA 90807 |
|
56260xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy investments |
2320 Harbor Blvd # 200, Costa Mesa, CA 92626 |
|
88861xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shelton Financial |
10900 Firestone Blvd, Norwalk, CA 90650 |
|
56292xxxx8 |
inf*@s***************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Assoc Inc |
12377 Lewis St Ste 102, Garden Grove, CA 92840 |
|
71475xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JMB Financial Managers |
43 Corporate Park, Irvine, CA 92606 |
|
94925xxxx4 |
inf*@j*********.com |
|
|
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Norco Capital |
20151 SW Birch St, Newport Beach, CA 92660 |
|
94955xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nuveen Investments |
1 Park Plz Ste 325, Irvine, CA 92614 |
|
94944xxxx0 |
aar*************@n*****.com |
|
|
|
|
|
|
1812 |
|
2000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Irvine Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94978xxxx8 |
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert M Densmore |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94962xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Samuel & Ruth Song LTD Partnership |
20372 Brentstone Lane, Huntington Beach, CA 92646 |
|
95137xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investor Financial Services |
12676 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx9 |
inf*@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Solutions. LLC |
East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nation Financial Service |
10937 Firestone Blvd, Norwalk, CA 90650 |
|
56286xxxx3 |
a@m******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity 401K Pension and Investments |
9461 Flower St, Bellflower, CA 90706 |
|
84442xxxx6 |
abb*********@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Mike Borgman |
18200 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asombroso Investments |
16503 Whittier Blvd, Whittier, CA 90603 |
|
56294xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Elite Financial Network Inc |
7561 Center Ave unit 17, Huntington Beach, CA 92647 |
|
86656xxxx2 |
cai****@e********************.com |
5 |
1 |
|
|
|
|
206 |
8 |
210 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A Plus Realty & Investments Inc |
11330 Knott St, Garden Grove, CA 92841 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R S Crum Inc |
4 Upper Newport Plz, Newport Beach, CA 92660 |
|
94942xxxx6 |
car**@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
2082 Business Center Dr Ste 190, Irvine, CA 92612 |
|
94954xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gee & Shimon Investment |
925 W La Palma Ave, Anaheim, CA 92801 |
|
21359xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advisor Solution's Group Inc |
1300 Bristol St N Ste 100, Newport Beach, CA 92660 |
|
94925xxxx5 |
ccu****@a********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ministry Partners Investments Co |
915 W Imperial Hwy, Brea, CA 92821 |
|
71478xxxx1 |
bil*********@m***************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sam Prapaniku - Financial Advisor, Ameriprise Financial Services |
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 |
|
71443xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56259xxxx9 |
a-w***************@w*****************.com |
|
|
|
|
|
|
188325 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CBM Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
2677 N Main St, Santa Ana, CA 92705 |
|
71483xxxx1 |
adm**@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Saint Investment Group Inc. |
555 Anton Blvd Suite 225, Costa Mesa, CA 92626 |
|
71433xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
New Good Investment Belt |
10230 Artesia Blvd, Bellflower, CA 90706 |
|
56286xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
1 Centerpointe Dr Ste 311, La Palma, CA 90623 |
|
71452xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
132830 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kostichuk Steve |
15355 Brookhurst St, Westminster, CA 92683 |
|
71483xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
2701 W Coast Hwy, Newport Beach, CA 92663 |
|
94963xxxx2 |
sha*********@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Krp Brokerage |
10616 Katella Ave, Anaheim, CA 92804 |
|
71447xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management |
2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405 |
|
42456xxxx0 |
a18*****************************@s*****.wixpress |
4.6 |
138 |
4.8 |
198 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M & M Asset Management |
20732 Seine Ave, Lakewood, CA 90715 |
|
56240xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
15111 Whittier Blvd, Whittier, CA 90603 |
|
56269xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DKJ Investments |
12419 Lewis St, Garden Grove, CA 92840 |
|
71470xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greenberg Graham Advisors |
575 Anton Blvd, Costa Mesa, CA 92626 |
|
71443xxxx0 |
jgr****@g*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investment |
6141 Katella Ave, Cypress, CA 90630 |
|
71482xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent Financial-Lutherans |
5200 Warner Ave Ste 107, Huntington Beach, CA 92649 |
|
71484xxxx0 |
a.v@t*******.com |
|
|
|
|
|
|
411518 |
|
401000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chartist |
5122 Katella Ave #200, Los Alamitos, CA 90720 |
|
56259xxxx5 |
con******@t**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
4000 Birch St Ste 201d, Newport Beach, CA 92660 |
|
94955xxxx5 |
aar*********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amertm Investments Inc |
1800 Palo Verde Ave, Long Beach, CA 90815 |
|
56249xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
3325 E Chapman Ave, Orange, CA 92869 |
|
71499xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Speedy Cash |
10972 Beach Blvd, Stanton, CA 90680 |
|
71482xxxx0 |
con****@s*********.com |
4.9 |
642 |
|
|
3.3 |
70 |
1333 |
210 |
1300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Meridian Capital Management |
3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 |
|
56259xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NextFha Mortgage |
2100 Main St Ste St., Irvine, CA 92614 |
|
94980xxxx0 |
dav********@w*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Tax CFO |
1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 |
|
71487xxxx2 |
|
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Yeounghee Yun Diamond Trust |
1705 E 10th St, Long Beach, CA 90813 |
|
56221xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Golden Westminster |
14731 Goldenwest St, Westminster, CA 92683 |
|
71489xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Check Capital Management |
575 Anton Blvd # 500, Costa Mesa, CA 92626 |
|
80071xxxx7 |
aeb*****@c***********.com |
4.6 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hamy Sharifi-Private Client Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94979xxxx3 |
aab****@b************.com |
|
|
|
|
|
|
98589 |
1302 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Advisory |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94962xxxx0 |
aj@n**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aarons & Aarons Inc. |
2790 Harbor Blvd, Costa Mesa, CA 92626 |
|
71473xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
3333 Michelson Dr Ste 820, Irvine, CA 92612 |
|
94956xxxx0 |
a.w*****@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Securities Inc |
17862 17th St, Tustin, CA 92780 |
|
71454xxxx0 |
cha*@d******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Silesky at MassMutual - Greater Pacific |
1 Pointe Dr., Suite 518, Brea, CA 92821 |
|
62637xxxx6 |
bra**@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ajilon |
4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 |
|
94995xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
National Planning Corp |
12225 South St Ste 210, Artesia, CA 90701 |
|
56292xxxx4 |
pw-********************************@p**************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mitchell Capital Management Inc |
3187 Airway Ave, Costa Mesa, CA 92626 |
|
71443xxxx2 |
dgo****@g***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LRES Corporation |
765 The City Dr S Ste 300, Orange, CA 92868 |
|
71452xxxx7 |
ada*@l***.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Gregory A Taylor |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56242xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
4195 N Viking Way Ste 110, Long Beach, CA 90808 |
|
56242xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gabler, Robert C |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange Capital Management |
333 S Anita Dr #700, Orange, CA 92868 |
|
71463xxxx1 |
agu******@o**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ck Cooper & Company |
18300 Von Karman Ave Ste 700, Irvine, CA 92612 |
|
94947xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GLM & Investments |
200 Main St, Huntington Beach, CA 92648 |
|
94920xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A & D Investments |
12425 Carmenita Rd, Whittier, CA 90605 |
|
56294xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
200 N. Harbor Blvd., Suite 205, Anaheim, CA 92805 |
|
71446xxxx7 |
aar**********@r***********.com |
5 |
2 |
|
|
|
|
|
|
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
2 |
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Jl Investment Group |
1442 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Investment Management |
9602 Hamilton Ave, Huntington Beach, CA 92646 |
|
71496xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First American Trust |
5 First American Way, Santa Ana, CA 92707 |
|
71464xxxx7 |
acc**********@f******.com |
3.2 |
5 |
|
|
|
|
5257 |
|
5800 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cataldi, Chris, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
La Chispa Investment |
161 Fashion Ln, Tustin, CA 92780 |
|
71473xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Modern Resources IT Liquidation L.L.C. |
12821 Western Ave, Garden Grove, CA 92841 |
|
71489xxxx3 |
inf*@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mike Valiente - Legacy & Wealth Finacial Advisors |
300 Spectrum Center Dr #400, Irvine, CA 92618 |
|
94952xxxx5 |
imp******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Birch Capital |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
88838xxxx7 |
ale*@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Masuda Investments |
5505 Ackerfield Ave, Long Beach, CA 90805 |
|
56279xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gardena Financial |
1516 W Redondo Beach Blvd, Gardena, CA 90247 |
|
42499xxxx9 |
|
4.8 |
35 |
4.7 |
159 |
|
|
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Felicia Y Gonzalez |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
3040 Saturn St Ste 100, Brea, CA 92821 |
|
71464xxxx8 |
ame******************@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Medina Classic Investments |
853 Sonora Ave, La Habra, CA 90631 |
|
71485xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Loan Services |
14762 Colletta Pl, Westminster, CA 92683 |
|
71425xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Breeden, Clifford |
14771 Plaza Dr, Tustin, CA 92780 |
|
94925xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
17451 Bastanchury Rd Ste 201-50, Yorba Linda, CA 92886 |
|
71499xxxx8 |
aar*******************@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anderson, Paul |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cimco |
250 Fischer Ave, Costa Mesa, CA 92626 |
|
71436xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Belle Investment Corp |
1400 Mcgaw Ave, Irvine, CA 92614 |
|
94986xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
5015 Birch St, Newport Beach, CA 92660 |
|
94955xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cerritos Garp |
12741 Towne Center Dr, Cerritos, CA 90703 |
|
56280xxxx0 |
|
4.2 |
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Source Bank |
275 N Brea Blvd, Brea, CA 92821 |
|
71467xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H Roark Investment Banking Inc. |
4750 Von Karman Ave, Newport Beach, CA 92660 |
|
94925xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chase Bank |
10011 Valley View St, Cypress, CA 90630 |
|
71448xxxx2 |
abc*******@c****.com |
2.4 |
54 |
|
|
|
|
2 |
8 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paulson Investment Co Inc |
1 World Trade Ctr, Long Beach, CA 90831 |
|
56273xxxx7 |
aca********@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insight Investments |
7012 Belgrave Ave, Garden Grove, CA 92841 |
|
71462xxxx0 |
aad****@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Wealth Management |
2900 Bristol St Suite B-106, Costa Mesa, CA 92626 |
|
71496xxxx0 |
aka**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prime Tax Advisors, Inc |
2424 W Ball Rd SUITE X, Anaheim, CA 92804 |
|
94967xxxx9 |
inf*@p******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
13001 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56259xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
147 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Reserve Group - Ameriprise Financial Services |
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 |
|
71443xxxx6 |
bri*********@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent Financial |
1215 W Imperial Hwy, Brea, CA 92821 |
|
71452xxxx0 |
a.v@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17822 17th St Ste 102, Tustin, CA 92780 |
|
71473xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clearview Wealth Management, LLC |
4 Venture suite 120, Irvine, CA 92618 |
|
94933xxxx4 |
abd******@c***********.com |
5 |
2 |
|
|
|
|
107 |
|
111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
4000 Westerly Pl, Newport Beach, CA 92660 |
|
94947xxxx6 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MILE Wealth Management |
100 Spectrum Center Dr suite 900, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Stephanie Bartels |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lavering Investments |
505 N Tustin Ave, Santa Ana, CA 92705 |
|
71433xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OC Financial Group |
134 Liberty St, Tustin, CA 92782 |
|
94937xxxx4 |
joh*@o***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lighthouse Financial Services Inc |
3000 E Birch St Ste 107, Brea, CA 92821 |
|
71457xxxx0 |
con****@l*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
P V Investments |
2836 E Theresa St, Long Beach, CA 90814 |
|
56243xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investlinc |
13655 S Harbor Blvd, Anaheim, CA 92802 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investments |
550 E Montwood Ave, La Habra, CA 90631 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christenson, Peter |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
55 |
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Safe Harbor Investment Group |
109 E San Antonio Dr, Long Beach, CA 90807 |
|
56222xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Meinert Wealth Management |
19127 Bloomfield Ave, Cerritos, CA 90703 |
|
56280xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maxim Capitol Advisors Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx3 |
ant****@c******************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jamison-Assoc-Ameriprise Financial |
301 E Ocean Blvd, Long Beach, CA 90802 |
|
56230xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nathan Kieu |
19742 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
East End Properties |
15740 Paramount Blvd, Paramount, CA 90723 |
|
56263xxxx7 |
ant****@e*****.net |
3.5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stinnett & Sullivan Family LP |
751 W Wedgewood Ln, La Habra, CA 90631 |
|
71487xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Titan Investment Group |
2700 Temple Ave Ste D, Long Beach, CA 90806 |
|
56223xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Macaulay Family Trust |
1435 West Rd, La Habra Heights, CA 90631 |
|
56269xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade - Online Trading & Stock |
13209 Jamboree Rd, Tustin, CA 92782 |
|
71466xxxx2 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Norfel Security Systems |
1015 N Alamo St, Anaheim, CA 92801 |
|
56229xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tremont Realty Capital |
1786 Orange Ave, Costa Mesa, CA 92627 |
|
94921xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Isabel Irvine |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx2 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MJF Financial |
5122 Katella Ave Ste 302 Los Alamitos, CA 90720 |
|
88844xxxx1 |
b.b******@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Handmade Investments A I |
17462 Von Karman Ave, Irvine, CA 92614 |
|
71439xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
20160 Via Natalie, Yorba Linda, CA 92887 |
|
71425xxxx1 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Services Inc |
15771 Grey Oaks St, Westminster, CA 92683 |
|
71479xxxx9 |
inf*@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bancorp Investments - Financial Advisors: Fullerton |
201 W Bastanchury Rd, Fullerton, CA 92835 |
|
71468xxxx3 |
all*********@a*****.usbank |
|
|
|
|
|
|
345231 |
5468 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Strategic Capital Inc. |
949 S Coast Dr Ste 280, Costa Mesa, CA 92626 |
|
71452xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marino, Alex |
1122 E Lincoln Ave, Orange, CA 92865 |
|
71499xxxx4 |
acc**********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Skyhill Financial, Inc |
5762 Bolsa Ave, Huntington Beach, CA 92649 |
|
71465xxxx8 |
bra******@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Focal Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Curtis Ostling-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Remedios Manzanilla Inc |
11428 Artesia Blvd, Artesia, CA 90701 |
|
56286xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strattford Capital |
10900 Magnolia Ave, Anaheim, CA 92804 |
|
71482xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bailey Group |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lifestyle Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94983xxxx3 |
aar*********@s******.com |
|
|
|
|
|
|
9472 |
|
9500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marion Consulting |
1604 E 4th St Ste A, Santa Ana, CA 92701 |
|
71424xxxx4 |
aga****@k************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Viaco Investments |
200 Pine Ave Ste 515, Long Beach, CA 90802 |
|
56228xxxx8 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barger, John |
2961 W Macarthur Blvd, Santa Ana, CA 92704 |
|
94978xxxx6 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Real Estate Investments LLC |
2400 E Katella Ave Ste 804, Anaheim, CA 92806 |
|
71490xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M Squared Investment Advisors |
17100 Pioneer Blvd, Artesia, CA 90701 |
|
56292xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Stickney-Financial Advisor, Ameriprise Financial Services |
333 City Blvd W, Orange, CA 92868 |
|
81826xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western Investment Corp |
620 W Orangewood Ave, Anaheim, CA 92802 |
|
71497xxxx0 |
aa@w************.com |
3.5 |
374 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SMS Investment Group |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94997xxxx0 |
aja*******@s******.com |
|
|
|
|
|
|
350 |
59 |
359 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASK Investments |
12235 Beach Blvd, Stanton, CA 90680 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jaime A. Torres |
7755 Center Ave Ste 1010, Huntington Beach, CA 92647 |
|
71490xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
East Eagle Drive Investment Co |
3880 E Eagle Dr, Anaheim, CA 92807 |
|
94985xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equity Investments Group |
419 Main St Ste 335, Huntington Beach, CA 92648 |
|
71484xxxx1 |
ann***********@e********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tu Tran Cfp |
17822 17th St, Tustin, CA 92780 |
|
71473xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rcp Advisors Inc |
949 S Coast Dr Ste 550, Costa Mesa, CA 92626 |
|
94933xxxx0 |
aab***@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
1368 S Beach Blvd, La Habra, CA 90631 |
|
56269xxxx9 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kapadia Investments, Inc |
14226 Whittier Blvd, Whittier, CA 90605 |
|
56269xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Elliott - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
mar*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monaco Financial |
4900 Birch St, Newport Beach, CA 92660 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CR & R Waste & Recycling Services |
11292 Western Ave, Stanton, CA 90680 |
|
94964xxxx5 |
csa******@c******.com |
2.6 |
95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Coast Financial Advisors-Thrivent Financial |
5241 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71426xxxx8 |
art**********@t*******.com |
|
|
|
|
|
|
292 |
|
272 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paul Barker - Financial Advisor, Ameriprise Financial Services - CLOSED |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winn Financial & Management |
6395 Westminster Blvd, Westminster, CA 92683 |
|
71488xxxx6 |
and********@w************.us |
|
|
4.9 |
44 |
|
|
4883 |
50 |
5100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hammond Investment Group |
14536 Brookhurst St Ste 101, Westminster, CA 92683 |
|
71453xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
12215 Telegraph Rd, Santa Fe Springs, CA 90670 |
|
56294xxxx0 |
dns******@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clay Northam Wealth Management |
6700 Pacific Coast Hwy Ste.100, Long Beach, CA 90803 |
|
56243xxxx8 |
bcl**@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2535 N Tustin St, Orange, CA 92865 |
|
71499xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yaco Investments Inc |
918 E Vermont Ave, Anaheim, CA 92805 |
|
71499xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ |
18837 Brookhurst St Ste 205, Fountain Valley, CA 92708 |
|
71496xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Victoria Riverside Inc |
9802 Big Sur Dr, Huntington Beach, CA 92646 |
|
71496xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SunAmerica |
17094 Magnolia St, Fountain Valley, CA 92708 |
|
71484xxxx8 |
aad*****@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raghib, Mohammad, AGT |
5242 Katella Ave, Los Alamitos, CA 90720 |
|
56279xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17772 17th St Ste 111, Tustin, CA 92780 |
|
71473xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Citadel Invest |
3826 S Flower St Apt E, Santa Ana, CA 92707 |
|
71462xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank – Wealth Management Banker: Alex Sanchez |
555 E Ocean Blvd Ste 100, Long Beach, CA 90802 |
|
56221xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345410 |
5418 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clover Wealth Management LTD |
4000 Barranca Pkwy suite 250, Irvine, CA 92604 |
|
71498xxxx4 |
eug***@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
201 E Yorba Linda Blvd, Placentia, CA 92870 |
|
71498xxxx9 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tustin Centre Holdings |
1551 N Tustin Ave, Santa Ana, CA 92705 |
|
71455xxxx3 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gbi Investments Inc |
201 E Avenida Santa Elena, La Habra, CA 90631 |
|
56271xxxx4 |
gul@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Knowlton Financial |
3502 W Orange Ave, Anaheim, CA 92804 |
|
71468xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allen Investment Management |
5437 E Avenida Palmar, Orange, CA 92869 |
|
71474xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providential Securities |
8700 Warner Ave, Fountain Valley, CA 92708 |
|
71459xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Nero Coyle Group-Morgan Stanley |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tommy Mai Financial |
8201 Westminster Blvd Ste 202 Westminster, CA 92683 |
|
71498xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pride Investments |
14441 Beach Blvd Ste 207, Westminster, CA 92683 |
|
71427xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arbor Investments |
4733 Lakewood Blvd, Lakewood, CA 90712 |
|
56242xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alefi, Ozair |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Strategists Plus |
4565 Maybury Cir, Cypress, CA 90630 |
|
71482xxxx7 |
431*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tax & Wealth Management, LLC |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
|
71494xxxx4 |
je**@t******************.com |
5 |
44 |
|
|
|
|
40 |
|
71 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
145 S State College Blvd, Brea, CA 92821 |
|
71422xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heritage Prime Investments |
18002 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IRA Source, LLC |
100 Oceangate, Long Beach, CA 90802 |
|
56254xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stellar Investment Group |
2500 E Imperial Hwy, Brea, CA 92821 |
|
94926xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Commercial Brokerage |
2192 Dupont Dr Ste 211, Irvine, CA 92612 |
|
94925xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Services Inc |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Healthcare Investors |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
ali****@a**************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goodyear Investment Inc |
17195 Newhope St Ste 209, Fountain Valley, CA 92708 |
|
71455xxxx0 |
cro*******@t********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Gabriel Choo |
3111 N Tustin St Ste 190, Orange, CA 92865 |
|
71463xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sequoia Property Investments |
2195 Canyon Dr, Costa Mesa, CA 92627 |
|
94928xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McGregor Financial Group Inc |
19762 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Number 1 Business Brokers |
Anaheim, CA 92807 |
|
71477xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PREMIER LEGACY LLC |
1607 E Lincoln Ave Ste C, Orange, CA 92865 |
|
86696xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
505 S Villa Real Ste 201, Anaheim, CA 92807 |
|
71463xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
High Street Holding |
15300 Valley View Ave, La Mirada, CA 90638 |
|
31099xxxx0 |
kmk@h*********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Usa Khemarak Inc |
1372 Obispo Ave, Long Beach, CA 90804 |
|
56234xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IMM U.S. Capital Management |
8251 La Palma Ave #379, Buena Park, CA 90620 |
|
42429xxxx8 |
aca*************@i*******.com |
|
|
|
|
|
|
34063 |
522 |
36000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Linco Investment Company |
1107 Quail St, Newport Beach, CA 92660 |
|
94922xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Investment Holdings Inc |
18837 Brookhurst St, Fountain Valley, CA 92708 |
|
71463xxxx3 |
ben******@l**.com |
|
|
|
|
|
|
|
|
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NetCap Ventures Inc |
4600 Campus Dr, Newport Beach, CA 92660 |
|
94925xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Law Centers |
8220 Katella Ave #214, Stanton, CA 90680 |
|
71465xxxx0 |
aas***@g***************.com |
4.9 |
79 |
|
|
5 |
11 |
388 |
18 |
404 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
|
|
|
|
1229 |
37 |
1297 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Golden |
1400 N Harbor Blvd, Fullerton, CA 92835 |
|
71444xxxx0 |
a.h*******@c*****.com |
|
|
|
|
|
|
1960 |
108 |
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AT&A American Tax and Accounting Services, Inc. |
12235 Beach Blvd #205d, Stanton, CA 90680 |
|
71423xxxx4 |
inf*@a***********.com |
4.8 |
20 |
|
|
|
|
3019 |
224 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
2540 Main St Ste W, Irvine, CA 92614 |
|
94986xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maquardt Investment Group |
16215 Marquardt Ave, Cerritos, CA 90703 |
|
56292xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ron Sterud and Associates |
438 Main St Ste 220, Huntington Beach, CA 92648 |
|
71487xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Online California Title Loans |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
65722xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Howlader Parvez |
13334 South St, Cerritos, CA 90703 |
|
56280xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anderson, Scott |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Perry Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sse Investments Inc |
1328 W 19th St, Long Beach, CA 90810 |
|
56243xxxx9 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Coast Capital Management |
5000 Birch St Ste 600, Newport Beach, CA 92660 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Jackson Wealth Management Group |
3020 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56249xxxx9 |
a.b@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
S & M Investment |
501 N Brookhurst St, Anaheim, CA 92801 |
|
90991xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17782 17th St Ste 204, Tustin, CA 92780 |
|
71473xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Bank |
6090 Ball Rd Buena Park, CA 90620 |
|
71422xxxx0 |
acc*****************@w*********.com |
|
|
2 |
53 |
|
|
155184 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GLBP Investment Inc |
10092 Chapman Ave, Garden Grove, CA 92840 |
|
71453xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advanced Planning Group |
4770 Campus Dr, Newport Beach, CA 92660 |
|
95177xxxx3 |
ada*@t*********.org |
|
|
|
|
|
|
51 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Johnson, Mark, AGT |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx2 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
950 S Coast Dr Ste 240, Costa Mesa, CA 92626 |
|
71454xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Ahola Real Estate Advisor |
Dana Point, CA 92629 |
|
31021xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asher, Brian |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercier, James J, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlas Wealth Management Group, LLC |
2372 Morse Ave, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
|
|
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sage Point Financial |
3723 Birch St, Newport Beach, CA 92660 |
|
94975xxxx2 |
dom****@a***********.com |
|
|
|
|
|
|
2795 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express |
9261 Krepp Dr, Huntington Beach, CA 92646 |
|
71496xxxx0 |
aar**@a**************.com |
|
|
|
|
|
|
898016 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Capital Acquisitions |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
71498xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Griffin Capital Securities |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
ada*@g*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primoris Equity Group LLC |
2501 E Chapman Ave Ste 100, Fullerton, CA 92831 |
|
87739xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
10359 Lakewood Blvd, Downey, CA 90241 |
|
56286xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hatman Invest Inc |
725 S Beach Blvd, Anaheim, CA 92804 |
|
94952xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Saatchi Investment Corp |
14200 Culver Dr, Irvine, CA 92604 |
|
94973xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stifel |
895 Dove St Ste 400, Newport Beach, CA 92660 |
|
94925xxxx4 |
abb****@s*****.com |
|
|
|
|
|
|
4756 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PG Group Inc. |
9651 Lakewood Blvd, Downey, CA 90240 |
|
21353xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Wealth Advisors |
10 E Figueroa St #204, Santa Barbara, CA 93101 |
|
80594xxxx4 |
aar**@c***********************.com |
3.9 |
7 |
|
|
|
|
79 |
|
109 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Affinity24 |
1322 Bell Ave Ste 1L Tustin, CA 92780 |
|
84472xxxx4 |
aus***@a*********.com |
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
1221 E Dyer Rd, Santa Ana, CA 92705 |
|
71454xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
3333 Michelson Dr, Irvine, CA 92612 |
|
94944xxxx0 |
aar*******************@p*********.com |
|
|
|
|
|
|
558349 |
|
564000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tim Woodall |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx5 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Moorea Investments Inc |
10114 Shoemaker Ave, Santa Fe Springs, CA 90670 |
|
56244xxxx3 |
|
|
595 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R & M Investments |
931 Ziegler Way, Placentia, CA 92870 |
|
71457xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Property Solved |
PO Box #7033, Long Beach, CA 90807 |
|
56288xxxx2 |
web******@e******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Advisers |
23441 S Pointe Dr #290, Laguna Hills, CA 92653 |
|
94960xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Advisors |
1525 E Chapman Ave, Fullerton, CA 92831 |
|
71460xxxx9 |
dom*********@g***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Askew Kabala & Co. Inc. |
242 W Main St, Tustin, CA 92780 |
|
71450xxxx0 |
con****@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edelman Financial Engines |
2400 E Katella Ave, Anaheim, CA 92806 |
|
83375xxxx3 |
aar**@e**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tyler James Pace, CPA, MAFM |
Irvine, CA 92606 |
|
94942xxxx5 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DW Investment Group |
1720 E Garry Ave Ste 220, Santa Ana, CA 92705 |
|
94955xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel Roberts, MSFS |
603 Parkcenter Dr, Santa Ana, CA 92705 |
|
71466xxxx5 |
joh******@d****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bio-Organic Catalyst Inc |
711 W 17th St, Costa Mesa, CA 92627 |
|
94951xxxx1 |
doe**@b**********.com |
|
|
|
|
5 |
12 |
302 |
6 |
321 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Network Investment Corporation |
2440 N Glassell St Ste U, Orange, CA 92865 |
|
71497xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Ray Income Tax Service |
4622 Katella Ave Ste 201, Los Alamitos, CA 90720 |
|
56259xxxx3 |
cap*******@g****.com |
|
48 |
|
|
5 |
5 |
24 |
10 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Apex Investment Planning Service |
18800 Von Karman Ave, Irvine, CA 92612 |
|
94966xxxx0 |
inf*@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Ryan T Omoto, AAMS™ |
19900 Beach Blvd Ste I, Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
121 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Universal Payment Solutions |
12534 Valley View St #329, Garden Grove, CA 92845 |
|
86694xxxx4 |
|
1.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bison Real Estate Investment Deals |
677 N Clinton St, Orange, CA 92867 |
|
71472xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Melva Investment |
5757 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71491xxxx0 |
a.l****@l********.com |
3.9 |
228 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triton Investment Advisors |
18672 Florida St Ste 202B, Huntington Beach, CA 92648 |
|
71437xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BML Wealth Management |
2 Park Plaza #280, Irvine, CA 92614 |
|
94968xxxx5 |
bml**********@d*****************.com |
5 |
1 |
|
|
|
|
196 |
9 |
222 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investments |
11155 Knott Ave Ste J, Cypress, CA 90630 |
|
71437xxxx3 |
car*@w******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D.A. Davidson |
300 Oceangate, Long Beach, CA 90802 |
|
56243xxxx3 |
acr*****@d****.com |
|
|
|
|
|
|
894 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
5242 Katella Ave, Los Alamitos, CA 90720 |
|
56279xxxx3 |
ame****************@e*.ameriprise |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
17542 17th St Ste 410, Tustin, CA 92780 |
|
71473xxxx0 |
a@m******.com |
|
|
|
|
|
|
694834 |
4075 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Estates and Investment Advisors |
2010 Main St, Irvine, CA 92614 |
|
94970xxxx8 |
adm**@s***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merit Wealth Management - Ameriprise Financial Services, LLC |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IWM Partners, LPL Wealth Advisors |
3 Park Plaza suite 1490, Irvine, CA 92614 |
|
71496xxxx0 |
ahe*******@i**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vestar/Gray INVESTORS |
17622 Armstrong Ave, Irvine, CA 92614 |
|
94986xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pure Financial Advisors, Inc |
3040 Saturn St, Brea, CA 92821 |
|
71492xxxx7 |
abb********@p************.com |
|
|
|
|
|
|
1665 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eladio Correa - Ameriprise Financial Services, Inc. |
101 Main St Ste 220, Huntington Beach, CA 92648 |
|
71437xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Marshall Investment |
4802 E Centralia St, Long Beach, CA 90808 |
|
56249xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investor Solutions Group |
18377 Beach Blvd Ste 323, Huntington Beach, CA 92648 |
|
71484xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alleviate Financial Solutions |
4 Park Plaza Suite 1500, Irvine, CA 92614 |
|
80030xxxx5 |
aba****@a*****************.com |
4.7 |
5238 |
|
|
|
|
3448 |
5 |
3500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paraclete Investments |
7159 Hoover Way, Buena Park, CA 90620 |
|
71471xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSC Securities |
631 E Chapman Ave, Orange, CA 92866 |
|
71428xxxx5 |
ade****@f*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Algarin, Michael |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Affinity Investment Advisors |
18111 Von Karman Ave Ste 550, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas E Smith - Financial Advisor, Ameriprise Financial Services |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amberwood |
11110 Artesia Blvd, Cerritos, CA 90703 |
|
56280xxxx1 |
dav*@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6402 E Spring St, Long Beach, CA 90815 |
|
56242xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sellabusiness.Com |
Anaheim, CA 92807 |
|
71469xxxx3 |
gra**@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barbara Stowell: LPL Financial Advisor |
9550 Warner Ave Ste 300, Fountain Valley, CA 92708 |
|
71496xxxx0 |
ahe*******@i**********.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vosc Investments |
12534 Valley View St, Garden Grove, CA 92845 |
|
71437xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bridgewater Captial Corp |
2 Park Plz, Irvine, CA 92614 |
|
94925xxxx0 |
and**@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frome Investments |
6372 Industry Way, Westminster, CA 92683 |
|
71437xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Kington Group |
9222 Walker St Cypress, CA 90630 |
|
71499xxxx5 |
bri**@t**************.com |
4.3 |
12 |
4.7 |
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
555 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Swick Lam Assett Management |
940 S Coast Dr, Costa Mesa, CA 92626 |
|
71485xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Linzmeier Pitcher Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D G K Investment Corp |
3519 E Meadowridge Rd, Orange, CA 92867 |
|
71497xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America (with Drive-thru ATM) |
945 S Brookhurst St, Anaheim, CA 92804 |
|
71477xxxx3 |
ale**********@b***.com |
2 |
66 |
|
|
|
|
2842875 |
|
2792846 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sage Investco Deux |
3837 Birch St, Newport Beach, CA 92660 |
|
94995xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investments |
5740 Warland Dr, Cypress, CA 90630 |
|
56259xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crossmark Financial |
1601 Dove St Ste 199, Newport Beach, CA 92660 |
|
94944xxxx0 |
bry**@c*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
21 West Wealth Management LLC |
2522 Chambers Rd #100, Tustin, CA 92780 |
|
94977xxxx1 |
inf*@2*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
12341 Newport Ave, Santa Ana, CA 92705 |
|
71450xxxx1 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ben B International Investments |
4424 Larwin Ave, Cypress, CA 90630 |
|
71481xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SageView Advisory Group |
1920 Main St Ste 800, Irvine, CA 92614 |
|
80081xxxx2 |
ach**@s***************.com |
|
|
|
|
|
|
150 |
6 |
158 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jay DeRusso |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx8 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yao, Yijun |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Teton Investments |
2848 S Fairview St, Santa Ana, CA 92704 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Graystone Investment Corporation |
9465 Garden Grove Blvd Ste 200, Garden Grove, CA 92844 |
|
71433xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A & K Investment |
18350 Mount Langley St, Fountain Valley, CA 92708 |
|
71496xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transworld Financial |
19400 Beach Blvd Ste 5, Huntington Beach, CA 92648 |
|
71446xxxx0 |
mdo***@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Minerva Investment Group |
330 S Claudina St, Anaheim, CA 92805 |
|
94925xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pediatrics Billing Svc |
1551 N Tustin Ave, Santa Ana, CA 92705 |
|
71454xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tyler James Pace, CPA, MAFM |
3000 Ladrillo Aisle, Irvine, CA 92606 |
|
94942xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
6371 Forester Dr, Huntington Beach, CA 92648 |
|
94986xxxx0 |
ant*******@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hilts, Blake Vincent |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast Wealth Management |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mars Investments |
2525 Cherry Ave, Signal Hill, CA 90755 |
|
56260xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarke Financial Group |
17780 Fitch, Irvine, CA 92614 |
|
94922xxxx3 |
cbo**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peters Investment Management |
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720 |
|
71482xxxx0 |
nat***********@y****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Y and G Income Tax |
14600 Goldenwest St Ste A201 Westminster, CA 92683 |
|
71449xxxx8 |
yoa***********@y****.com |
|
|
4.3 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Resource Group |
7300 Alondra Blvd, Paramount, CA 90723 |
|
56263xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pure Wealth Management Inc |
10900 183rd St Ste 215, Cerritos, CA 90703 |
|
56286xxxx0 |
jas**@p*****.com |
|
|
|
|
|
|
76 |
23 |
74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R.A.I. Wealth Management |
151 N Kraemer Blvd #105, Placentia, CA 92870 |
|
71444xxxx6 |
ang**@r****.com |
5 |
1 |
|
|
|
|
27 |
|
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rolar Development Investment Group |
1172 E Cartagena Dr, Long Beach, CA 90807 |
|
56242xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Advisor Networks |
17215 Studebaker Rd, Cerritos, CA 90703 |
|
56242xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
201 W Bastanchury Rd, Fullerton, CA 92835 |
|
71468xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shark Investments Inc |
2709 Westminster Ave, Santa Ana, CA 92706 |
|
71455xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fbr And Company |
18101 Von Karman Ave Ste 950, Irvine, CA 92612 |
|
94947xxxx0 |
abc@f**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warburg Pincus |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
21287xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Terrada Investment Corp |
4940 Campus Dr Ste C, Newport Beach, CA 92660 |
|
94975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Needleman Asset Management |
1301 Dove St, Newport Beach, CA 92660 |
|
94938xxxx0 |
ach***@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
2082 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx5 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacifica Wealth Advisors |
9870 Research Dr, Irvine, CA 92618 |
|
94930xxxx0 |
joh*@p*************.com |
|
|
|
|
4.9 |
28 |
|
|
512 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Real Property Management |
180 E Main St Ste 101, Tustin, CA 92780 |
|
71454xxxx5 |
ahm**@d********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unique Investment Corps |
7028 Kearny Dr, Huntington Beach, CA 92648 |
|
71484xxxx0 |
inf*@u*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Associated Securities Corp |
600 N Tustin Ave, Santa Ana, CA 92705 |
|
71483xxxx2 |
cha*@d******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inspired Financial |
5011 Argosy Ave Ste 7, Huntington Beach, CA 92649 |
|
71497xxxx3 |
eda****@i****************.biz |
|
|
|
|
|
|
140 |
|
159 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial Service |
20161 Interior Ln, Huntington Beach, CA 92646 |
|
71496xxxx0 |
aar*********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amchamp |
1802 Holly Tree Ln, Santa Ana, CA 92705 |
|
90926xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bluehound Investments |
11656 Rosemary Ave, Fountain Valley, CA 92708 |
|
71441xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
2211 Michelson Dr, Irvine, CA 92612 |
|
80033xxxx9 |
a61****@f*******.com |
4 |
14 |
|
|
|
|
320221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DLH Capital Management |
1540 E Canfield Ln #27, Anaheim, CA 92805 |
|
71480xxxx2 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lee, Eric H |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dana Capital Group |
760 N Euclid St, Anaheim, CA 92801 |
|
71499xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nvestment Concepts Inc |
1647 E Lincoln Ave, Orange, CA 92865 |
|
71463xxxx6 |
aly*****@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Fish Investments |
2010 Main St Ste 130, Irvine, CA 92614 |
|
94929xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Capital Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94972xxxx8 |
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Govind Investments, Inc |
10591 Los Alamitos Blvd, Los Alamitos, CA 90720 |
|
56259xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lendevity |
21031 Ventura Blvd Ste 512 Woodland Hills, CA 91364 |
|
81862xxxx3 |
con****@l********.com |
|
|
4.9 |
49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
16400 Pacific Coast Hwy, Huntington Beach, CA 92649 |
|
71437xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Athos Capital Advisors |
Newport Beach, CA 92660 |
|
31097xxxx5 |
cli**********@a*******************.com |
|
|
|
|
|
|
|
|
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Foundation Bank |
18101 Von Karman Ave Ste 750, Irvine, CA 92612 |
|
94920xxxx0 |
ada*@f*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
14102 Montgomery Dr, Westminster, CA 92683 |
|
71489xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Talley & Co |
600 City Pkwy W Ste 650, Orange, CA 92868 |
|
71486xxxx0 |
adm**@t********.com |
|
|
|
|
|
|
174 |
6 |
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O C Investment Pros |
2312 Park Ave, Tustin, CA 92782 |
|
94937xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Star Inc |
3751 S Harbor Blvd Ste A, Santa Ana, CA 92704 |
|
31037xxxx5 |
con****@p*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gold Alliance |
Serving theStanton Area |
|
80045xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CWC Investment |
507 N Bush St, Santa Ana, CA 92701 |
|
94985xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ucm Investments |
912 E Imperial Hwy, Brea, CA 92821 |
|
71478xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank - Wealth Management Banker: Jane Wong |
17501 Colima Rd Suite A, City of Industry, CA 91748 |
|
62653xxxx4 |
ale************@u*****.com |
|
|
|
|
|
|
345669 |
5063 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hollencrest Securities |
3501 Jamboree Rd, Newport Beach, CA 92660 |
|
94973xxxx5 |
ac@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Management |
417 S Broadway, Santa Ana, CA 92701 |
|
94928xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AMIP Lending |
3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 |
|
56273xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fair Trade Real Estate |
5 Park Plz Ste 1150, Irvine, CA 92614 |
|
94997xxxx8 |
a30*************************************@w*****************.com |
|
|
|
|
5 |
15 |
871 |
85 |
981 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beach Loan Services Pawn Shop |
10551 Beach Blvd, Stanton, CA 90680 |
|
71494xxxx5 |
bea******@y****.com |
4.4 |
98 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mjd Investment Co. |
580 W Lambert Rd Ste E, Brea, CA 92821 |
|
71452xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Strategies Group |
950 S Coast Dr Ste 115, Costa Mesa, CA 92626 |
|
71438xxxx0 |
inf*@w********************.com |
|
|
|
|
|
|
16 |
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wirth Financial Services |
17941 Mitchell S, Irvine, CA 92614 |
|
94985xxxx5 |
joh*@t********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greenlaw Strider Investors Pro |
18301 Von Karman Ave, Irvine, CA 92612 |
|
94933xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2677 Park Ave, Tustin, CA 92782 |
|
71456xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JCM Investments |
873 W 17th St, Costa Mesa, CA 92627 |
|
94964xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Soojinda Investment Management |
7475 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tracker |
5665 Plaza Dr, Cypress, CA 90630 |
|
94938xxxx1 |
c18*****************************@s*****.wixpress |
4.9 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excellent Financial Services |
12619 Lambert Rd, Whittier, CA 90602 |
|
56246xxxx0 |
inf*@t****.com |
|
|
|
|
|
|
272 |
94 |
279 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cerritos Garp |
12831 Towne Center Dr, Cerritos, CA 90703 |
|
56286xxxx3 |
aar**@p************.com |
4.4 |
377 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Khan, Nailah |
202 Argonne Ave, Long Beach, CA 90803 |
|
56278xxxx7 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kindness General Contractors Inc. |
11172 Western Ave, Stanton, CA 90680 |
|
71463xxxx2 |
but******@k*****.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H L J Capital Group |
2034 E Lincoln Ave Ste 287, Anaheim, CA 92806 |
|
71480xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BBG Investments |
412 Cherry Ave, Long Beach, CA 90802 |
|
56285xxxx0 |
|
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Felicia Y Gonzalez |
5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bond Wealth Management |
5001 Airport Plaza Dr #220, Long Beach, CA 90815 |
|
56228xxxx2 |
bor****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insight Investments |
611 Anton Blvd Ste 700, Costa Mesa, CA 92626 |
|
71493xxxx0 |
aad****@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edwin L Stanton - Morgan Stanley |
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024 |
|
31044xxxx4 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
USA Express Loans CA LLC |
375 Redondo Ave #604, Long Beach, CA 90814 |
|
83387xxxx7 |
joh*@u**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel Henry - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Suite 900, Newport Beach, CA 92660 |
|
94972xxxx8 |
wms**********@r**.com |
1.01 |
|
|
|
|
|
12370 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities Inc Ffp |
333 S Anita Dr Ste 625, Orange, CA 92868 |
|
71446xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shields Cattau Financial Group |
959 S Coast Dr, Costa Mesa, CA 92626 |
|
94926xxxx2 |
adm**@d***********.com |
|
|
|
|
|
|
411589 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Realty Investment Assn-Calif |
17802 Irvine Blvd Ste 117, Tustin, CA 92780 |
|
71454xxxx4 |
ell********@y****.com |
|
|
|
|
|
|
|
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement Distribution & Wealth Management Strategies Inc. |
509 S Brea Blvd Unit 13, Brea, CA 92821 |
|
71487xxxx0 |
jpe*****@p***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vline Investment |
9501 Erskine Dr, Huntington Beach, CA 92646 |
|
71441xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
2543 E Denise Ave, Orange, CA 92867 |
|
71499xxxx6 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Belcourt Investments Inc |
3 San Joaquin Plz, Newport Beach, CA 92660 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
7012 Edinger Ave Ste 103, Huntington Beach, CA 92647 |
|
71484xxxx1 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JCN Investments |
345 Gulf Stream Way, Costa Mesa, CA 92627 |
|
94954xxxx5 |
chr*****@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C F G Investments |
17220 Newhope St Ste 224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hsu Investment Company |
1491 Santa Fe Dr, Tustin, CA 92780 |
|
71425xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BNY Mellon Wealth Management Newport Beach |
1600 Newport Center Dr Suite 200, Newport Beach, CA 92660 |
|
94939xxxx9 |
jes************@b********.com |
4.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Index Fund Advisors, Inc. |
19200 Von Karman Ave #150, Irvine, CA 92612 |
|
94950xxxx0 |
adr****@i**.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jade Berniard |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenrock Investment |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94944xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
3916 Atlantic Ave, Long Beach, CA 90807 |
|
56298xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Chip Macro |
729 Montana Ave Ste 7 Santa Monica, CA 90403 |
|
80091xxxx7 |
car****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bowermaster Insurance Brokers |
10805 Holder St #350, Cypress, CA 90630 |
|
88882xxxx2 |
abo*********@b**********.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ceres Investment Group |
927 S Webster Ave, Anaheim, CA 92804 |
|
94925xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Couyoumjian Asset Mgnt |
15145 Woodlawn Ave, Tustin, CA 92780 |
|
71421xxxx4 |
ach**********************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Advisor Networks |
2440 N Glassell St Ste U, Orange, CA 92865 |
|
71497xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam J Salman Investing |
1824 Fairford Dr, Fullerton, CA 92833 |
|
71483xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Maize Lasker Group-Morgan Stanley |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jamboree Investors Villa Tus |
15700 Belshire Ave, Norwalk, CA 90650 |
|
56240xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Resources Group |
610 Newport Center Dr #200, Newport Beach, CA 92660 |
|
94995xxxx5 |
inf*@f********************.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Chang-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Passco Property Management Inc |
2050 Main St Ste 650, Irvine, CA 92614 |
|
94944xxxx0 |
abr***@p*****.com |
4.5 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capstone Lending Corp |
6061 Dale St, Buena Park, CA 90621 |
|
71452xxxx1 |
but**@c**************.com |
|
|
|
|
|
|
76 |
|
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Circle J Investment Co |
1501 La Loma Dr, Santa Ana, CA 92705 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bob Hintz - Thrivent |
5200 Warner Ave Ste 107, Huntington Beach, CA 92649 |
|
71484xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Stephen Roh |
18200 Von Karman Ave Ste 560, Irvine, CA 92612 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yap & Little Inc |
6711 Katella Ave # 200, Cypress, CA 90630 |
|
71450xxxx2 |
ast******@y*****.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
11423 187th St Ste 100, Artesia, CA 90701 |
|
56292xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MKT Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94920xxxx1 |
inf*@m****.com |
1 |
1 |
|
|
|
|
1115 |
3 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tommy Mai Financial |
12221 Brookhurst St Ste 150, Garden Grove, CA 92840 |
|
71498xxxx9 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vista Recovery Management |
Garden Grove Fwy, Garden Grove, CA 92841 |
|
85520xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dru's Purpose Plan Management |
Bellflower, CA 90706 |
|
56286xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AMARI REALTY |
800 S Brookhurst St #1a, Anaheim, CA 92804 |
|
71426xxxx0 |
sam******@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richey Advisors |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
71444xxxx6 |
inf*@r****.com |
|
|
|
|
|
|
|
|
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones-Financial Advisor: Ruben Tarkhanyan, CFP |
2811 E Katella Ave, Orange, CA 92867 |
|
71445xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
12341 Newport Ave Suite B-100, Santa Ana, CA 92705 |
|
71483xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valdez West Capital Inc |
12716 Bluefield Ave, La Mirada, CA 90638 |
|
56239xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silent Production Group |
4347 Green Ave, Los Alamitos, CA 90720 |
|
56243xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dover Management |
1530 S Harbor Blvd, La Habra, CA 90631 |
|
71452xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nagy, Christopher, AGT |
5242 Katella Ave, Los Alamitos, CA 90720 |
|
56279xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sciarra, Chris |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Empirical Wealth Management |
2955 Main St Suite 208, Irvine, CA 92614 |
|
94954xxxx0 |
aba****@e********.net |
|
|
|
|
|
|
|
|
2500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yocam, Joshua |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Diversified Holdings |
2010 Main St, Irvine, CA 92614 |
|
94933xxxx3 |
cod****************************@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Olympia Realty |
1420 E Edinger Ave Ste 107, Santa Ana, CA 92705 |
|
71456xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bright Wealth Advisors |
400 Spectrum Center Dr Floor 19, Irvine, CA 92618 |
|
94927xxxx4 |
hen**@b*******************.com |
5 |
3 |
|
|
|
|
|
|
164 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
StrataTax |
5694 Mission Center Rd Ste 215 San Diego, CA 92108 |
|
85822xxxx0 |
|
|
|
5 |
135 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ben Goldberg - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DES Financial Group |
3000 E Birch St STE 103, Brea, CA 92821 |
|
71457xxxx0 |
dsw***@d****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Malietoa Investment Group |
1661 N Raymond Ave, Anaheim, CA 92801 |
|
71420xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marino Investment Company |
3636 Birch St Ste 200, Newport Beach, CA 92660 |
|
94997xxxx2 |
eri*@m****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Danielle DeMarce Stanton Inc |
8313 La Mesa Blvd, La Mesa, CA 91942 |
|
61964xxxx7 |
dan*************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JNC Solutions, Inc. |
9872 Chapman Ave #216, Garden Grove, CA 92841 |
|
71459xxxx7 |
inf*@j***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlantas Enterprises |
213 Miguel Pl, Fullerton, CA 92835 |
|
71448xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Services Inc |
12676 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx9 |
inf*@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Optima Asset Management Service Inc |
14241 Firestone Blvd, La Mirada, CA 90638 |
|
56240xxxx7 |
*nn*@o**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
3 Pointe Dr Ste 207, Brea, CA 92821 |
|
71467xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barloon, Barron & Mais Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vangard Investment Properties |
2601 E Chapman Ave, Fullerton, CA 92831 |
|
71445xxxx5 |
abi*****@v***************.com |
|
|
|
|
|
|
176 |
7 |
174 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
650 Town Center Dr Ste 100, Costa Mesa, CA 92626 |
|
71495xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tetrad Investments |
15190 Kensington Park Dr, Tustin, CA 92782 |
|
71469xxxx4 |
d.j@d***********.com |
4 |
519 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yang Investments |
901 S Coast Dr, Costa Mesa, CA 92626 |
|
71472xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integrity Wealth Management & Insurance Services |
14241 Firestone Blvd, La Mirada, CA 90638 |
|
56229xxxx0 |
joh******@i****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excellent Financial Service |
10600 Western Ave #59, Stanton, CA 90680 |
|
90934xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nailah Khan |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Howell & Associates, LLP |
2400 Newport Blvd, Costa Mesa, CA 92627 |
|
71498xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yosemite Capital Mangagement |
17501 17th St Ste 100, Tustin, CA 92780 |
|
71473xxxx0 |
aan*****@y**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I O Investments Inc |
16480 Harbor Blvd, Fountain Valley, CA 92708 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Innovate Partners Inc |
20371 Irvine Ave, Newport Beach, CA 92660 |
|
94950xxxx2 |
and***********@i******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Specialty Investment Group |
4100 Campus Dr, Newport Beach, CA 92660 |
|
94937xxxx0 |
agu************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dilday & Associates |
6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803 |
|
56259xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western Investors |
1886 Tahiti Dr, Costa Mesa, CA 92626 |
|
71454xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D & H Investments |
11652 Knott St, Garden Grove, CA 92841 |
|
71489xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercapital |
10900 183rd St, Cerritos, CA 90703 |
|
56240xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McKay, Clive |
5242 Katella Ave, Los Alamitos, CA 90720 |
|
56298xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RLH Equity Partners |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94942xxxx0 |
aad***@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Planning, Inc. |
10833 Valley View St Ste 470 Cypress, CA 90630 |
|
71482xxxx4 |
car***@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Branch Investment Group |
20341 SW Birch St, Newport Beach, CA 92660 |
|
94975xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waddell & Reed |
1 Pointe Dr Ste 210, Brea, CA 92821 |
|
71425xxxx8 |
aam***@w******.com |
|
|
|
|
|
|
20098 |
232 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alarm Lines Ashwill Investments |
5401 Mcfadden Ave, Huntington Beach, CA 92649 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
2300 E Katella Ave Ste 125, Anaheim, CA 92806 |
|
80043xxxx0 |
|
|
|
|
|
|
|
265066 |
139 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Bail Bonds |
1042 W Santa Ana Blvd, Santa Ana, CA 92703 |
|
71424xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Linda L Wallace Fraser Financial Group |
6621 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56259xxxx9 |
dst****@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pair |
14081 Yorba St, Tustin, CA 92780 |
|
71466xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K1 Investment Management |
875 Manhattan Beach Blvd, Manhattan Beach, CA 90266 |
|
|
aer**@k*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Holmes, Byron, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
byr***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
3611 S Harbor Blvd, Santa Ana, CA 92704 |
|
71466xxxx0 |
a@m******.com |
|
|
|
|
|
|
697124 |
4075 |
683000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Neozyme |
711 W 17th St, Costa Mesa, CA 92627 |
|
94951xxxx1 |
doe**@b**********.com |
|
|
|
|
5 |
12 |
302 |
6 |
321 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alnour Investments |
8151 Electric Ave Ste B, Stanton, CA 90680 |
|
71448xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Markwood Capital Alliance Inc |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71454xxxx0 |
cha*@m**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
National Planning Corporation |
3230 E Imperial Hwy Ste 110, Brea, CA 92821 |
|
71499xxxx0 |
hmc********@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M 3 K Investment |
5230 E Hunter Ave, Anaheim, CA 92807 |
|
71469xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mutual of Omaha Advisors-Southern California-Irvine |
1 Park Plz, Irvine, CA 92614 |
|
94985xxxx9 |
abc*******@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pyramid Capital Investments Co |
4667 Macarthur Blvd, Newport Beach, CA 92660 |
|
94983xxxx7 |
jsm***@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anahurst Investors |
2140 S Main St Ph 10, Santa Ana, CA 92707 |
|
71488xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barr Cisneros Group - Wealth Management |
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 |
|
56259xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Chartist Inc |
5122 Katella Ave Ste 200, Los Alamitos, CA 90720 |
|
56259xxxx5 |
con******@t**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riverland Investments |
10101 Slater Ave, Fountain Valley, CA 92708 |
|
71496xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benefit Funding Retirement |
138 S Imperial Hwy, Anaheim, CA 92807 |
|
71492xxxx5 |
ade*********@b*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark E Carroll-Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SageView Advisory Group |
4000 MacArthur Blvd #1050, Newport Beach, CA 92660 |
|
80081xxxx2 |
ann****@s***************.com |
3.7 |
3 |
|
|
|
|
151 |
6 |
159 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sunny Brian |
765 The City Dr S, Orange, CA 92868 |
|
71474xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mosley Wealth Management |
2401 E Katella Ave #270, Anaheim, CA 92806 |
|
71442xxxx8 |
inf*@m*********************.com |
4.9 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KAL Investment Co |
1039 W Dorothy Dr, Brea, CA 92821 |
|
71452xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alliance Corp |
10741 Los Alamitos Blvd, Los Alamitos, CA 90720 |
|
56243xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Stephanie Bartels |
2540 Main St, Irvine, CA 92614 |
|
94986xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87358 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NJ Investment |
1438 Ritchey St, Santa Ana, CA 92705 |
|
71450xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Hai B Phan |
18426 Brookhurst St Ste 206, Fountain Valley, CA 92708 |
|
71496xxxx0 |
a.j*********@e**********.com |
4 |
2 |
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Right Now Management |
1442 E Lincoln Ave, Orange, CA 92865 |
|
65754xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740 |
|
56259xxxx2 |
aar********@s*****.com |
4.7 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bluebird Investments LP |
8222 Rosemead Blvd, Pico Rivera, CA 90660 |
|
56227xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
North Atlantic Investment Group Inc |
15721 Ryon Ave, Bellflower, CA 90706 |
|
56224xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TSG Wealth Management - Irvine |
18800 Von Karman Ave Suite B, Irvine, CA 92614 |
|
94950xxxx0 |
all************@t****.com |
|
|
|
|
|
|
215 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Accredited Investment Management |
2030 Main St Ste 1300, Irvine, CA 92614 |
|
94967xxxx5 |
abh***********@k***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Theresa Allen |
3991 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx5 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
74 |
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Home Sweet Home Investment |
2127 W Orangewood Ave, Orange, CA 92868 |
|
71461xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eaton, Douglas |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cacciamatta, Victoria |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Titans Management Inc. |
3425 E Broadway, Long Beach, CA 90803 |
|
56247xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Elkoll Investment Co.,Inc |
1120 Bristol St, Costa Mesa, CA 92626 |
|
71442xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JBL Investments |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jackson Hewitt Tax Service |
13331 Beach Blvd, Westminster, CA 92683 |
|
65723xxxx5 |
|
4.9 |
74 |
|
|
|
|
265616 |
9255 |
264000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Several Ways Investment Corp |
9075 Telegraph Rd, Pico Rivera, CA 90660 |
|
56294xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asul Investments Group |
11016 Artesia Blvd, Cerritos, CA 90703 |
|
31075xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Surf City Financial Group |
15205 Springdale St, Huntington Beach, CA 92649 |
|
71437xxxx0 |
ahn**@s*********************.com |
|
|
|
|
5 |
16 |
186 |
50 |
188 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jynormus LLC |
19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 |
|
94943xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Solutions |
4000 Macarthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
|
|
|
|
|
|
58 |
4 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Douglas Investments Co |
4642 Kimberwick Cir, Irvine, CA 92604 |
|
94955xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairview Medical |
1002 N Fairview St, Santa Ana, CA 92703 |
|
71448xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A&R Income Tax |
6101 Ball Rd Suite 208, Cypress, CA 90630 |
|
71452xxxx9 |
inf*@a****************.com |
4.2 |
5 |
|
|
5 |
16 |
125 |
5 |
127 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
14200 Culver Dr, Irvine, CA 92604 |
|
94955xxxx1 |
abc*******@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cochrane & Company |
500 S Kraemer Blvd Ste 360, Brea, CA 92821 |
|
71472xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ihl Inc |
1340 W Lambert Rd Unit 84, La Habra, CA 90631 |
|
56269xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J C Income Tax |
10181 Westminster Ave Ste 203 Garden Grove, CA 92843 |
|
71459xxxx7 |
inf*@j************.com |
|
|
4.1 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SGC Investments |
3607 E Ridgeway Rd, Orange, CA 92867 |
|
71444xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TD Ameritrade |
6636 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
80066xxxx0 |
aam***********@t***********.com |
|
|
|
|
|
|
393051 |
|
400000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amazing Mobile Notary, Live scan and Fingerprint, by appointment only |
6816 Katella Ave #1054, Cypress, CA 90630 |
|
56239xxxx9 |
jan**@o******.business |
5 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Harker Investments |
7501 9th St, Buena Park, CA 90621 |
|
71492xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SWAN Wealth Management Group |
610 Newport Center Dr Suite 900, Newport Beach, CA 92660 |
|
94972xxxx4 |
wms**********@r**.com |
3.02 |
|
|
|
|
|
12379 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silversage Advisors |
19200 Von Karman Ave Ste 500, Irvine, CA 92612 |
|
94922xxxx5 |
dsa***@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UBS Financial Service |
888 San Clemente Dr, Newport Beach, CA 92660 |
|
94976xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
229696 |
|
242000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Park, Roger, AGT |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Juding Inc |
3230 E Imperial Hwy, Brea, CA 92821 |
|
71464xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hickman, Ken |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
101 Main St Ste 220, Huntington Beach, CA 92648 |
|
71453xxxx4 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C A Investments & Loan |
1161 Orlando St, Tustin, CA 92780 |
|
71474xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity |
12201 Seal Beach Blvd, Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
|
|
|
|
323688 |
|
343000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hall Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx1 |
a.h***@h*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CFI Inc |
30 Corporate Park, Irvine, CA 92606 |
|
94929xxxx0 |
anh@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arens, Frank A |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71420xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
86710 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B B Graham & Co |
1700 W Katella Ave, Orange, CA 92867 |
|
71462xxxx0 |
bca****@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
18952 Macarthur Blvd, Irvine, CA 92612 |
|
94975xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Back Bay Investment Group |
3857 Birch St Ste 195, Newport Beach, CA 92660 |
|
91949xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cheng, George |
3900 Kilroy Airport Way, Long Beach, CA 90806 |
|
56298xxxx7 |
ann***************@a***.com |
|
|
|
|
|
|
18 |
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KKH Investments, LLC |
15235 Caravaca Rd, La Mirada, CA 90638 |
|
71439xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rockwater Financial Services |
2010 Main St Ste 130, Irvine, CA 92614 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™ |
505 S Villa Real Ste 201, Anaheim, CA 92807 |
|
71463xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WMP Immigration |
3711 Long Beach Blvd, Long Beach, CA 90807 |
|
56256xxxx4 |
inf*@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bill Marsaglia - Thrivent |
4010 Watson Plaza Dr Ste 270, Lakewood, CA 90712 |
|
31037xxxx3 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shirk, Jason |
2020 Main St, Irvine, CA 92614 |
|
94966xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Xoa Tax |
10015 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71491xxxx8 |
con****@x*****.com |
5 |
18 |
4.7 |
56 |
|
|
|
|
54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SD TAX SERVICE |
18000 Studebaker Rd #700, Cerritos, CA 90703 |
|
56246xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bill Murray |
259 S Randolph Ave Ste 100, Brea, CA 92821 |
|
71452xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
480 |
|
483 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Q A Investments |
14291 Euclid St, Garden Grove, CA 92843 |
|
71426xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
17592 17th St, Tustin, CA 92780 |
|
71454xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
148 |
|
149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Investment Advisers |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56242xxxx9 |
amy********@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Personal Financial Svc Co |
3010 Old Ranch Parkway, Suite 350, Seal Beach, CA 90740 |
|
56259xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BNG Wealth Advisors |
16755 Von Karman Ave Suite 200C, Irvine, CA 92606 |
|
94939xxxx1 |
bal*******@l**.com |
5 |
4 |
|
|
|
|
213 |
|
214 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Torres, Donald E |
2600 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Darany Michael A |
17802 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
jls@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zeiger Capital Management Inc |
2192 Martin, Irvine, CA 92612 |
|
94975xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shaw, Robert |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excellence Real Estate Loans |
14625 Whittier Blvd, Whittier, CA 90605 |
|
56256xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lexan Investment Co |
10451 Bolsa Ave, Westminster, CA 92683 |
|
71441xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA 92612 |
|
94943xxxx8 |
gwm*******@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
42434xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Niki Investment |
1811 W Commonwealth Ave, Fullerton, CA 92833 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monarca Investment |
2014 S Main St, Santa Ana, CA 92707 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monarch Investment Entps Inc |
9244 Mayne St, Bellflower, CA 90706 |
|
56246xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Marc P Davis |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx8 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O C Trade Investment |
17401 Beach Blvd, Huntington Beach, CA 92647 |
|
71459xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scalco Financial - Tax and Wealth Management |
13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740 |
|
56243xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secure One Financial Inc |
5000 Birch St W Tower, Suite 3000, Newport Beach, CA 92660 |
|
88825xxxx3 |
cmc*******@s*****************.com |
4.8 |
300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balteanu, Andrea, AGT |
2600 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ronjon Investments |
20902 Brookhurst St, Huntington Beach, CA 92646 |
|
71496xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Larry Aguayo - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B Riley & Company Inc |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94985xxxx1 |
ali****@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal Financial Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
a.s****@p********.com |
|
|
|
|
|
|
68212 |
230 |
70000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oz Gram Investment Inc |
319 E Palm Dr, Placentia, CA 92870 |
|
71498xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
9741 Bolsa Ave, Westminster, CA 92683 |
|
71453xxxx3 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Posilovich Enterprises |
1743 S Douglass Rd, Anaheim, CA 92806 |
|
71497xxxx0 |
adm**@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ambassador Wealth Management, LLC |
5101 E La Palma Ave Ste 100b, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
|
|
|
|
|
|
240 |
|
236 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PacificView Wealth Management |
19200 Von Karman Ave #400, Irvine, CA 92612 |
|
94962xxxx4 |
ala**@p************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Executive Capital |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94938xxxx4 |
inf*@b**********.com |
|
|
|
|
|
|
9455 |
7 |
9700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tsaconas, Sean |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx3 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dhe Investment Inc |
2082 Business Center Dr, Irvine, CA 92612 |
|
88832xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pensionsource Corporation |
10900 183rd St Ste 210, Cerritos, CA 90703 |
|
56286xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bablot Investments |
12791 Newport Ave, Tustin, CA 92780 |
|
71473xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tustin Centre Wealth Advisors |
1551 N Tustin Ave #100, Santa Ana, CA 92705 |
|
88833xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richard Allen Lambert, CPA |
12881 Knott St Ste 114 Garden Grove, CA 92841 |
|
71470xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors Network |
1432 Edinger Ave Ste 200, Tustin, CA 92780 |
|
71459xxxx0 |
doe*****@f***********************.net |
|
|
|
|
|
|
178 |
6 |
213 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Murphy, Murphy & Murphy |
6261 Katella Ave Ste 250 Cypress, CA 90630 |
|
71482xxxx0 |
abb*@m******.com |
|
|
4.1 |
16 |
|
|
297 |
191 |
293 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeff Barrera - Raymond James |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
|
56252xxxx1 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Klein Financial Advisors |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx0 |
geo***@g*******.com |
|
|
|
|
|
|
|
|
225 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cannon Asset Recovery, LLC |
2034 E Lincoln Ave Suite 364, Anaheim, CA 92806 |
|
71460xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western Capital Advisors - Ameriprise Financial Services |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yokin Investment |
360 Thor Pl, Brea, CA 92821 |
|
71467xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adventure Investment West |
321 W Katella Ave, Anaheim, CA 92802 |
|
71480xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ober Financial Services |
2019 W Orangewood Ave, Orange, CA 92868 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liolios Group Inc |
20371 Irvine Ave Ste 100, Newport Beach, CA 92660 |
|
94957xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Doug Bailey-RBC Wealth Management Branch Director |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Woo Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KDP Investments |
1611 E 6th St, Santa Ana, CA 92701 |
|
71472xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Guss Investment Group |
419 Main St, Huntington Beach, CA 92648 |
|
71471xxxx8 |
bob@g*************.com |
|
|
|
|
|
|
|
|
50 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Olson Management |
4000 Westerly Pl, Newport Beach, CA 92660 |
|
94947xxxx1 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H & H Investment Co |
8718 Imperial Hwy, Downey, CA 90242 |
|
56286xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JMJ Brokerage |
1714 E Mcfadden Ave, Santa Ana, CA 92705 |
|
71488xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clearview IP |
20341 SW Birch St, Newport Beach, CA 92660 |
|
94987xxxx9 |
jan*@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richland Communities |
3161 Michelson Dr, Irvine, CA 92612 |
|
94926xxxx0 |
bco****@r******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ebert & Associates |
2000 E 4th St, Santa Ana, CA 92705 |
|
71495xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patilou Development Inc |
5457 E Anaheim Rd, Long Beach, CA 90815 |
|
56259xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aboubakare, Nasar |
17011 Beach Blvd, Huntington Beach, CA 92647 |
|
71436xxxx8 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSC Securities Corp. |
2700 N Main St, Santa Ana, CA 92705 |
|
71424xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Citi Personal Wealth Management |
2250 N Bellflower Blvd, Long Beach, CA 90815 |
|
56243xxxx8 |
abc*******@c***.com |
|
|
|
|
|
|
151265 |
2091 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BCC Capital Partners |
4685 Macarthur Ct, Newport Beach, CA 92660 |
|
80053xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CDI Wealth Management |
3010 Old Ranch Pkwy Floor 01, Seal Beach, CA 90740-2750 |
|
56249xxxx2 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sagent Capital |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx7 |
cha************@s*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ramit Investments |
4515 E Vista St, Long Beach, CA 90803 |
|
56243xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Murphy, Murphy & Murphy, Inc. |
6261 Katella Ave #250, Cypress, CA 90630 |
|
71482xxxx0 |
abb*@m******.com |
5 |
2 |
|
|
|
|
297 |
191 |
293 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Claremont Financial Group Inc |
245 Fischer Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
dan@c*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lion Capital Investment Group |
2222 Michelson Dr, Irvine, CA 92612 |
|
94974xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
18529 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71477xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ambit |
4630 Campus Dr, Newport Beach, CA 92660 |
|
86638xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael J Russo |
2600 Michelson Dr, Irvine, CA 92612 |
|
94937xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
223 |
|
224 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creative Real Estate Investment |
1153 Melia Pl, Placentia, CA 92870 |
|
71499xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buckingham Strategic Wealth |
3 Park Plz Ste 420, Irvine, CA 92614 |
|
87769xxxx2 |
adm**@b****************.com |
|
|
|
|
|
|
553 |
6 |
650 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lavit Services |
6180 Riverside Dr, Chino, CA 91710 |
|
90959xxxx9 |
|
5 |
12 |
4.9 |
157 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investments By Mark |
2681 Pullman St, Santa Ana, CA 92705 |
|
71498xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dcp |
701 S Raymond Ave, Fullerton, CA 92831 |
|
71422xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PATRICK T. HSU, CPA |
7927 Garden Grove Blvd., Garden Grove, CA 92841 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Services Inc |
2 Park Plz, Irvine, CA 92614 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hines |
135 S State College Blvd, Brea, CA 92821 |
|
71425xxxx5 |
aal******@h****.com |
|
|
|
|
|
|
7173 |
74 |
7900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WestPac Wealth Partners |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
94927xxxx0 |
aar***********@w************.com |
|
|
|
|
|
|
54314 |
37 |
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WestPac® Wealth Partners (Orange County) |
949 S Coast Dr Suite 220, Costa Mesa, CA 92626 |
|
94927xxxx0 |
aar***********@w************.com |
|
|
|
|
|
|
54310 |
37 |
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rod & Staff Investments |
17406 Oak St, Fountain Valley, CA 92708 |
|
71484xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beach Wealth Management |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56279xxxx3 |
all**@b********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Structured Investments Co |
5731 Mcfadden Ave, Huntington Beach, CA 92649 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BBVA Compass |
2050 Main St Ste 650, Irvine, CA 92614 |
|
94973xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Partners Group |
9425 Telegraph Rd, Pico Rivera, CA 90660 |
|
56294xxxx0 |
joh*@p****************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
5242 Katella Ave Ste 102 Los Alamitos, CA 90720 |
|
56279xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pinecreek Investment Co |
5000 Birch St, Newport Beach, CA 92660 |
|
94947xxxx0 |
aac******@p***************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ranakaran Investment |
9480 Talbert Ave, Fountain Valley, CA 92708 |
|
71437xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
|
|
|
|
|
|
278 |
|
295 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Coatal Capital Funding Inc |
1300 Bristol St N, Newport Beach, CA 92660 |
|
94966xxxx0 |
a@a**************.com |
|
|
|
|
5 |
216 |
608 |
|
623 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K & E Invest & Consulting |
2400 E Lincoln Ave Apt 225, Anaheim, CA 92806 |
|
71475xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Center Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94971xxxx7 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jason Shirk - Financial Advisor, Ameriprise Financial Services |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94966xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Lucy E Walther, CFP® |
4100 Newport Place Dr Ste 190, Newport Beach, CA 92660 |
|
94925xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Investment & Money Management Group |
2522 Chambers Rd, Tustin, CA 92780 |
|
71457xxxx8 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daikovich Financial Services |
7453 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx0 |
ver***********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Financial Doctor |
12912 Brookhurst St STE 310, Garden Grove, CA 92840 |
|
71420xxxx1 |
nam*@y*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lewis Street Investors |
1422 S Allec St, Anaheim, CA 92805 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O'Bryan Investment Co Iowa Cal |
515 Cabrillo Park Dr, Santa Ana, CA 92701 |
|
71455xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Rachael E. Yohai |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mont Investments |
15945 Carmenia Dr, Whittier, CA 90603 |
|
56290xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Granite Investment Group |
2 Park Plz Ste 800, Irvine, CA 92614 |
|
94947xxxx0 |
abo*****@g****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D & L Capital Investment Co |
5500 Bolsa Ave, Huntington Beach, CA 92649 |
|
71437xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Del Rey Capital Management |
3415 S Sepulveda Blvd 11th Floor, Los Angeles, CA 90034 |
|
31031xxxx1 |
dal***@d********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reed Investment Co |
1400 Bristol St N Ste 140, Newport Beach, CA 92660 |
|
94985xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Halbert Hargrove Global Advisors |
111 W Ocean Blvd, Long Beach, CA 90802 |
|
56243xxxx7 |
abo*****@h**************.com |
|
|
|
|
|
|
940 |
103 |
975 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cole & Company Wealth Management, Inc |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
dar**@d********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County Associates |
250 N Golden Circle Dr, Santa Ana, CA 92705 |
|
71497xxxx3 |
d.s*****@o*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tower 68 Financial Advisors |
610 Newport Center Dr #1520, Newport Beach, CA 92660 |
|
94994xxxx0 |
inf*@t******.com |
4 |
2 |
|
|
|
|
28 |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20 20 Financial Advisers |
575 Anton Blvd Ste 150, Costa Mesa, CA 92626 |
|
71443xxxx9 |
ast*******@2*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pruthi, Akhil |
1467 N Wanda Rd, Orange, CA 92867 |
|
71494xxxx3 |
acc**********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Curt Kurtz |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56225xxxx0 |
cur*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
4100 Newport Place Dr, Newport Beach, CA 92660 |
|
94986xxxx1 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Emme's Asset Management Co |
3161 Michelson Dr, Irvine, CA 92612 |
|
94985xxxx0 |
mem@e***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Happy Investment |
8001 Somerset Blvd, Paramount, CA 90723 |
|
56253xxxx2 |
cli***@h***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triwest Investigate Serivces |
5505 Carson St, Lakewood, CA 90713 |
|
32325xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|