Business List: Wealth Management in Huntington Beach, CA, USA

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De La Pena, Kristopher, CFP 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 78
RRD Investments 126 Abalone Ave, Newport Beach, CA 92662 41584xxxx1
Gilbreth, Stephen 2 Park Plz, Irvine, CA 92614
94997xxxx4 ame******************@a***.com 132834
Mortgage Vintage, Inc. 260 Newport Center Dr, Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com
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
Schneider Investment Group 17284 Newhope St, Fountain Valley, CA 92708 71436xxxx8
Analysis & Investment Corp 420 Exchange, Irvine, CA 92602
71450xxxx7 dav**@i*****.com
Correa, Eladio, AGT 101 Main St, Huntington Beach, CA 92648
71437xxxx0 ame******************@a***.com
Northern Trust 660 Newport Center Dr Suite 1100, Newport Beach, CA 92660
94971xxxx0 ams*************@n***.com 4.5 4 9138 9600
Flagstar Bank 949 S Coast Dr, Costa Mesa, CA 92626
71454xxxx0 a.d******@f*******.com 1.5 2
Pacific Investments 9451 Edinger Ave, Westminster, CA 92683
71483xxxx1 ab@p*****************.com
Maureen Flanagan 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx0 aos*****@f************.com
Five Crowns Capital 2721 W Coast Hwy, Newport Beach, CA 92663
94934xxxx8 ali***@f****************.com 137
Edward Jones - Financial Advisor: Brian Harding 16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com
Ascendiant Securities 4 Park Plz, Irvine, CA 92614
94925xxxx2 aow**@a*********.com
Edward Jones - Financial Advisor: Sam Valero Jr 3532 Howard Ave Ste 103, Los Alamitos, CA 90720
56249xxxx3 a.j*********@e**********.com 178 182
Voorhees Wealth Management Group 520 Newport Center Dr, Newport Beach, CA 92660
94925xxxx5 dil****@s*****.com 24 186
5 1
Pacific One Properties 18377 Beach Blvd, Huntington Beach, CA 92648
88873xxxx4 ma**@p**************.com 5 8 5 29 11975 114 11000
Sun Pacific Group 17595 Harvard Ave, Irvine, CA 92614 94951xxxx9
Ulivi Wealth Management 369 S Glassell St, Orange, CA 92866
71477xxxx0 and***@a********************.com
Dinh Investments 15058 Moran St, Westminster, CA 92683 71489xxxx8
Signature Resources Capital Mangement 16755 Von Karman Ave, Irvine, CA 92606 94926xxxx6 ale**@s***********.com
AB Capital 15 Corporate Plaza Dr, Newport Beach, CA 92660
94949xxxx0
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
The Bailey Group - RBC Wealth Management 6700 E Pch Hwy Ste 280 Long Beach, CA 90803
56279xxxx8 1 1
IAA Independent Agency Alliance 3611 S Harbor Blvd Santa Ana, CA 92704 71426xxxx8
Walter Crutended 4600 Campus Dr, Newport Beach, CA 92660 94939xxxx0
Emerald Creek Group 5000 Birch St, Newport Beach, CA 92660
94937xxxx0 ash**********@e***********.com
California Title Loans 2102 Business Center Dr Ste 130, Irvine, CA 92612
85533xxxx1 sup****@c*******************.org 5 7
Catalina Group 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx2
Bovee, Travis 180 E Main St, Tustin, CA 92780
71470xxxx0 acc**********@e**********.com 86737 98000
Oakstone Wealth Management 1500 Quail St Ste 470 Newport Beach, CA 92660
94938xxxx1 des*************@l**.com
Finney Brokerage Inc 2920 Newport Blvd, Newport Beach, CA 92663 94967xxxx0
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
Independent Financial Group 881 Dover Dr, Newport Beach, CA 92663 94964xxxx5
Pcre Investment Group 9430 Warner Ave, Fountain Valley, CA 92708 71448xxxx9
Moreno Investments 110 Grand Ave, Long Beach, CA 90803
56243xxxx8 inf*@d*************.org
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
B R Investors 17392 Daimler St, Irvine, CA 92614 31078xxxx0
Parsons Robert J Investments 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94964xxxx2
Bellwether Financial Group Inc 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ala***@b***********************.com
Vestige Wealth Management 2436 W Coast Hwy Newport Beach, CA 92663 94957xxxx4
Sunpath Financial 100 Bayview Circle Ste 100 Newport Beach, CA 92660
94967xxxx8 525*************************************@w*****************.com 5 12
Lung Wealth Advisory of Raymond James 660 Newport Center Dr, Ste 570, Newport Beach, CA 92660
94973xxxx8 inv**************@r***********.com 17451 18000
Perlmutter Investment Co 512 Harbor Island Dr, Newport Beach, CA 92660 94942xxxx5
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
CIBC Private Wealth 520 Newport Center Dr, Newport Beach, CA 92660
94966xxxx0 alb***********@c***.com 4.5 123 2118 2200
5 2
Pimco Funds 1400 Newport Center Dr, Newport Beach, CA 92660
80092xxxx8 aam***********@p****.com
Merrill Lynch Wealth Management 650 Town Center Dr Ste 500, Costa Mesa, CA 92626
71442xxxx0 ale*********@m*.com
Wealth Management Network 610 Newport Center Dr Ste 280, Newport Beach, CA 92660
94972xxxx0 inf*@r*********.com
Edward Jones - Financial Advisor: John Thomas Patton 940 S Coast Dr Ste 250, Costa Mesa, CA 92626 71448xxxx9
Hotchkis & Wiley Capital Management 1111 Bayside Dr, Corona Del Mar, CA 92625
94964xxxx0 ann*************@h***.com
Wells Fargo Advisors 2301 S Main St, Santa Ana, CA 92707 71466xxxx2
Global Trends Investments 2010 Main St, Irvine, CA 92614
94979xxxx0 anh@c*********************.com
Innovative Capital Management 19762 Macarthur Blvd Ste 200, Irvine, CA 92612
94972xxxx3 ryl*************@c*************.com
Carruthers Brian & Associates 301 Forest Ave, Laguna Beach, CA 92651
94946xxxx0 bri**@g*********.com
LPL Financial 3355 Cerritos Ave, Los Alamitos, CA 90720
56243xxxx9 aar********@l**.com
Securities America 2350 Main St, Irvine, CA 92614 71468xxxx8
Harper & Harper Tax and Accounting 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71427xxxx7 han*@h********.biz 5 14
Lifestyle Financial Services 200 Sandpointe Ave Ste 160 Santa Ana, CA 92707
80083xxxx0 adm**@l*************************.com 5 2
Cochran Investment Company 2512 Chambers Rd, Tustin, CA 92780
71473xxxx0 kel********@c****************.com
Hudzietz Income Tax 4622 Katella Ave Ste 201 Los Alamitos, CA 90720
56231xxxx3 ash***@h****************.com 5 2 4.8 127
Luke Cattau - Thrivent 959 S Coast Dr Ste 374, Costa Mesa, CA 92626
94926xxxx2 adm**@d***********.com 28 411589
Townsend Investments Inc 787 Windward Way, Costa Mesa, CA 92627 71472xxxx3
Omega One Company 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx8 cal*@o*******.net 1715 1700
Farmers Insurance - Albert Canedo 9042 Garfield Ave Ste 216 Huntington Beach, CA 92646
71484xxxx0 aca****@f***********.com 5 5 5 7
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
TSG Wealth Management - Long Beach 6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803
56241xxxx0 all************@t****.com 5 1 229
Sail Venture Partners 3161 Michelson Dr Ste 750, Irvine, CA 92612
94939xxxx0 aha****@s**********.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
Lions Wealth Builders - Gayre Emery 20951 Brookhurst St #209, Huntington Beach, CA 92646
31088xxxx3 dns******@a*******.com 5 1
Cygni Capital Partners 245 Fischer Ave, Costa Mesa, CA 92626 71454xxxx3
Farmers Insurance - Justin Bithell 16785 Beach Blvd Ste A Huntington Beach, CA 92647
94950xxxx7 aca****@f***********.com 5 75 5 4 19
10 Acre Investments 4490 Von Karman Ave, Newport Beach, CA 92660 94937xxxx0
Daniel Pichardo CFP, CRPC - Bridge Financial Management 4343 Von Karman Ave Ste 250L Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com 5 17 5 21 209 208
Legacy People Team 6481 Orangethorpe Ave Ste 25 Buena Park, CA 90620
56267xxxx7 hel*@p******************.com 5 1
MWJ Wealth Stategies LLC 7777 Center Ave, Huntington Beach, CA 92647
71489xxxx0 mic**********@l**.com 4.47
Baldwin Wealth Planning 660 Newport Center Dr Ste 550, Newport Beach, CA 92660
94999xxxx8
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
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
Morgan Stanley Wealth Management 8150 La Palma Ave, Buena Park, CA 90620
71482xxxx2 aar***********@m***********************.com
Skelly, Tim 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx4 acc**********@m************.com
Finn Financial Group 260 Newport Center Dr #100, Newport Beach, CA 92660
94999xxxx2 ash***@f*****************.com 5 6
Lifebase Advisors Inc 2700 Newport Blvd, Newport Beach, CA 92663 94967xxxx3
Levin, Ed 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx5 abc*******@u**.com
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
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
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
Pathway Capital Management 18101 Von Karman Ave Ste 330, Irvine, CA 92612 94962xxxx0
Securities America 18300 Von Karman Ave Ste 400, Irvine, CA 92612
94947xxxx1 aad********@s****************.com
First Republic Bank 2800 E Coast Hwy, Corona Del Mar, CA 92625
94972xxxx8 aa@f************.com 3 4
Bryson Financial 3777 Long Beach Blvd Ste 500 Long Beach, CA 90807
56253xxxx3 ala**@b**************.com 5 7 4.5 8 738 257
Allstate Insurance: Ronald Gatti 17731 Irvine Blvd Ste 110 Tustin, CA 92780
71457xxxx1 a****00@a*******.com 5 4
MetLife 2601 Main St, Irvine, CA 92614
94985xxxx3 a@m******.com 695720 4076
Financial Advisors Network, Inc 1432 Edinger Ave Ste 200 Tustin, CA 92780
71459xxxx0 bri**@f*****.com 5 2 146 6 173
Clover Investment Group Inc 4533 Macarthur Blvd, Newport Beach, CA 92660 94946xxxx9
H.E. Durbin - Thrivent 5200 Warner Ave # 107, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com 3.02
Riverdale Condominiums Hemet 1301 Dove St Ste 1080, Newport Beach, CA 92660 94985xxxx0
American Lending 5199 E Pacific Coast Hwy Ste 510, Long Beach, CA 90804 56271xxxx3
Envision Investment Advisors Inc 260 Newport Center Dr, Newport Beach, CA 92660 85586xxxx6
Chase Bank 19461 Main St Ste 102 Huntington Beach, CA 92648
71453xxxx2 acc**********@c****.com 3.7 31
V N Investment 13231 Brookhurst St, Garden Grove, CA 92843 71463xxxx5
Jennet investments 17752 Sky Park Cir, Irvine, CA 92614 94993xxxx1
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
Veritrust Financial 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx0
Mazzotta, David P 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
LPL Financial 10 Villeneuve, Newport Coast, CA 92657
94922xxxx1 aar********@l**.com
Vieth Co 450 Newport Center Dr, Newport Beach, CA 92660 94947xxxx8
Edward Jones - Financial Advisor: Monica G Schick 4195 N Viking Way Ste 110, Long Beach, CA 90808 56242xxxx8
Barbara Stowell - IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 5 2
Financial Counseling Resources 4281 Katella Ave Ste 221 Los Alamitos, CA 90720 71423xxxx0
Ponte Vedra Property Investment 12833 Harbor Blvd, Garden Grove, CA 92840 71432xxxx7
Global Investment Fund 4521 Campus Dr, Irvine, CA 92612 71439xxxx0
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
Kost, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 rbc*********@r**.com 80 8 83
MD Investment Solutions 17772 17th St, Tustin, CA 92780
71473xxxx7 afe****@e*******.com
Suzanne Linn, CPA 801 E Chapman Ave Ste 109, Fullerton, CA 92831
71429xxxx5 ebe*@e*******.com
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
Schwartz Newport Beach Wealth Management of Impact Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4
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
Pearson Wealth Management
56227xxxx5 van****@p********.com
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
Winter Accountancy 942 E Chapman Ave, Orange, CA 92866
71460xxxx9 ale*@w****************.com 4.7 13 4.8 24
Barney Smith 2677 N Main St Ste 1000, Santa Ana, CA 92705 71483xxxx1
Thomas Seaman Company 3 Park Plz Ste 550, Irvine, CA 92614
94922xxxx1 ali***@t***********.com 5 1
Sidoxia Capital Management, LLC 2901 W Coast Hwy Ste 200 Newport Beach, CA 92663
94925xxxx2 a.n*******@s******.com 247
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
Jacqueline S Zweig 4299 MacArthur Blvd Ste 211 Newport Beach, CA 92660
94955xxxx0 inf*@d*************.org 10 4.8 36
Newcap Partners Inc 2082 Michelson Dr, Irvine, CA 92612
94966xxxx9 bua**@n*****.com
Compass Diversified Holdings 275 Mccormick Ave, Costa Mesa, CA 92626
94933xxxx3 cod****************************@c************.com
Pam Burket - State Farm Insurance Agent 16691 Gothard St Ste E Huntington Beach, CA 92647
71437xxxx2 5 31
Warland Investment Co 6100 Gateway Dr, Cypress, CA 90630 71425xxxx5
Vasiljevic, Luka 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Apella – Huntington Beach 5011 Argosy Ave, Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 5 3 144 166
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
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
UBS Financial Service 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx0
Stoneridge Capital Partners 4350 Von Karman Ave, Newport Beach, CA 92660
94947xxxx0 ken********@s***********.com
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
Alchemy Financial Services 71469xxxx2
Fernandez Financial Advisory 5212 Katella Ave Ste 205 Los Alamitos, CA 90720 56259xxxx4 5 13
Dk Property Investment 3881 Hamilton St, Irvine, CA 92614 71478xxxx1
Compak Asset Management 1801 Dove St, Newport Beach, CA 92660
94967xxxx0 bra*@c*****.com 3.7 3 35 2
Crown Wealth Management 17011 Beach Blvd Ste 710 Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Lortie Warren Associates Inc 1001 Dove St Ste 220, Newport Beach, CA 92660
94967xxxx7 ash***@j************.com
Pacific Mortgage Group, Inc 110 Newport Center Dr Ste 200, Newport Beach, CA 92660
94971xxxx5
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
Acosta Investments 2900 Bristol St, Costa Mesa, CA 92626 71454xxxx4
Morgan Stanley Wealth Management 408 Merrywood Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com
Costanzo Investments 17 Corporate Plaza Dr, Newport Beach, CA 92660
94956xxxx0 cco******@c**********.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
Darbrook Partners 1200 Newport Center Dr, Newport Beach, CA 92660 94971xxxx3
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Sterne A-Gee 2901 W Coast Hwy, Newport Beach, CA 92663
94927xxxx5 car****@p****************.com
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
Scottrade 1280 Bison Ave Ste B2, Newport Beach, CA 92660
94964xxxx9 dns*****@s*****.com
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
D&G Financial Planning 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
94967xxxx2 con****@d******************.com
Fobear & Shortall Investments 2110 Peachwood Ln, Santa Ana, CA 92705 71455xxxx0
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
Leo Group 610 Newport Center Dr, Newport Beach, CA 92660 94976xxxx4
F & S Investments 2025 W Balboa Blvd, Newport Beach, CA 92663
70776xxxx0 aab@f************.com
Pacific Premier Bank 17901 Von Karman Ave Ste 1200, Irvine, CA 92614
94947xxxx5 aag*******@p***.com
Oppenheimer 620 Newport Center Dr Ste 1000, Newport Beach, CA 92660
94921xxxx0 ala***********@o***.com 610 164
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
Nichols Capital Management Nichols Capital Management 10131 Birchwood Dr, Huntington Beach, CA 92646 71496xxxx4
Scottdale Capital Advisors 103 Palm St, Newport Beach, CA 92661
94956xxxx0 cs@s****************.com
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
Edward Jones - Financial Advisor: Phil Gironda 2134 Main St Ste 195 Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 87586 100000
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
Partners Capital Group 201 Sandpointe Ave Ste 500, Santa Ana, CA 92707
94991xxxx0 ala****@p*****************.com 349 113 352
Ali’i Financial Consulting Huntington Beach, CA 92647
94929xxxx3 hos**************************@w*************.com
Zion Investments Funds 17620 Fitch, Irvine, CA 92614 94939xxxx7
Britt Private Capital 24 Corporate Plaza Dr, Newport Beach, CA 92660
94986xxxx9 inf*@b******************.com
Minival Investment Inc 2102 Westminster Mall, Westminster, CA 92683 71489xxxx5
Balsis, John 16168 Beach Blvd, Huntington Beach, CA 92647
94988xxxx0 a****00@a*******.com
International Realty 1100 E Wardlow Rd, Long Beach, CA 90807
56242xxxx0 inf*@i*****.com 2.3 3
Large Investment Group 15991 Red Hill Ave, Tustin, CA 92780 71425xxxx4
Edward Jones - Financial Advisor: Bruce C Branstine 2811 E Katella Ave Ste 200, Orange, CA 92867 71444xxxx8
Optium Capital 620 Newport Center Dr, Newport Beach, CA 92660
94922xxxx5 ape**@o************.com
Cadence Capital Management 610 Newport Center Dr Ste 1400, Newport Beach, CA 92660 94976xxxx0
NA Wealth & Legacy 4101 Birch St Ste 130 Newport Beach, CA 92660
95126xxxx6 nay***@n**************.com 5 6
Mont Pelerin Capital 660 Newport Center Dr, Newport Beach, CA 92660
94970xxxx7 cai*******@m*****************.com
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
Trust E Tech 304 Columbia St, Newport Beach, CA 92663 71444xxxx5
Met West Capital 610 Newport Center Dr Ste 450, Newport Beach, CA 92660 94971xxxx1
Genesis Investments & Financial Services 16119 Redwood St, Fountain Valley, CA 92708 71488xxxx1
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
Partners Investments 13 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660 94975xxxx1
Edward Jones - Financial Advisor: Gregory Day 307 Marine Ave Ste 8 Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 5 1 35 3 35
Dolphin Securities 1001 Dove St, Newport Beach, CA 92660
94995xxxx0 ama*****@d**************.com
Dorian Investments 250 Newport Center Dr, Newport Beach, CA 92660 94975xxxx7
Five 1639 Monrovia Ave, Costa Mesa, CA 92627 94987xxxx6
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
Newbrander Family Trust 13271 Ethelbee Way, Santa Ana, CA 92705 71454xxxx9
Budc Capitol Holdings 5000 Birch St Ste 3000, Newport Beach, CA 92660 94947xxxx9
Aria Khalili Pariax 500 Newport Center Dr, Newport Beach, CA 92660 31027xxxx6
Nj Investment 14321 Franklin Ave, Tustin, CA 92780 71450xxxx2
Premier Brokerage 2081 Business Center Dr, Irvine, CA 92612
94926xxxx4 adr***@p********.com
DMH Business Investments 5105 W 1st St, Santa Ana, CA 92703 71425xxxx8
Alloy Ventures Inc 2390 E Orangewood Ave, Anaheim, CA 92806
65068xxxx0 cra**@a************.com
D.A. Davidson 660 Newport Center Dr, Newport Beach, CA 92660
94964xxxx0 a.a@d*********.com 894 1200
Milestone Advisor 450 Newport Center Dr, Newport Beach, CA 92660 94933xxxx5
John James - Raymond James 17220 Newhope St Ste 216, Fountain Valley, CA 92708
71470xxxx5 ral**********@r***********.com
Legacy Wealth Management 1432 Edinger Ave Ste 200 Tustin, CA 92780 71423xxxx0
Portfolio Rx 2082 Michelson Dr, Irvine, CA 92612
94944xxxx7 dea*@b************.com 32
Donglen Corporation 245 Fischer Ave Ste A1, Costa Mesa, CA 92626 71495xxxx5
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
Mamey Investmen Corporation 4 Corporate Plaza Dr, Newport Beach, CA 92660
94970xxxx6 inf*@m****.net
The Life and Legacy Group-Morgan Stanley 1901 Main St, Irvine, CA 92614 94980xxxx5
The Financial Architects - Orange County 500 N State College Blvd Ste 1100 Orange, CA 92868
71491xxxx8 cba******@t*******************.com 5 13 2255 4991 2300
Karna Capital Investments 5405 Alton Pkwy, Irvine, CA 92604 94977xxxx6
Acacia Insurance 4667 MacArthur Blvd Ste 260 Newport Beach, CA 92660
94967xxxx0 3 2
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
Thomas Seaman Co 1 Park Plz, Irvine, CA 92614
94922xxxx1 ali***@t***********.com
Buena Park Investment Solutions 8570 San Romolo Way, Buena Park, CA 90620 71424xxxx1
Northwestern Mutual 610 Newport Center Dr, Newport Beach, CA 92660
94975xxxx5 aar**********@n***.com 106942 16137 107000
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
CJK Dells 4100 Macarthur Blvd, Newport Beach, CA 92660
94922xxxx0 dkr**@c*************.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
Turan Petroleum 940 S Coast Dr Ste 100, Costa Mesa, CA 92626
94962xxxx2 ask**@t*************.com
TSG Wealth Management 18800 Von Karman Ste B Irvine, CA 92612
94950xxxx0 a.s********@t****.com
Boyer Financial Services 4063 Birch St Ste 200 Newport Beach, CA 92660
94933xxxx0 inf*@b******.com 176
Wells Fargo Advisors Financial Network 2700 W Coast Hwy Ste 257, Newport Beach, CA 92663 94920xxxx5 4
Becker Wealth Management 19800 Macarthur Blvd Ste 300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com
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
Scottrade - Online Trading & Stock 17935 Macarthur Blvd, Irvine, CA 92614
94975xxxx5 dns*****@s*****.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
WNC & Associates, Inc 17782 Sky Park Cir, Irvine, CA 92614
71466xxxx5 aad*****@w*****.com
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
Randall Wealth Management Group 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56255xxxx7 ran*******************@w**********.com 3.7 3
Gadsby, Brian 17011 Beach Blvd, Huntington Beach, CA 92647
71436xxxx8 acc**********@e**********.com 86718 98000
Beacon RE Investments 9349 Jasmine Ave, Fountain Valley, CA 92708 71483xxxx6
Todd Halbrook 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx2 acc************@f************.com
Sha Anaheim Investment 43 Climbing Vine, Irvine, CA 92603 94985xxxx2
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
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
United Capital Financial 620 Newport Center Dr Ste 500, Newport Beach, CA 92660
94999xxxx0 abd****************@u*******.com
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
Edward Jones - Financial Advisor: Phil Gironda, AAMS™ 2134 Main St Suite 195, Huntington Beach, CA 92648
71496xxxx0 acc**********@e**********.com 5 7 86737 98000
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
SKW Investments Inc 17621 Irvine Blvd, Tustin, CA 92780 71454xxxx3
Newport Place Investment Company 1401 Quail St, Newport Beach, CA 92660
94985xxxx5 cjl***********@g****.com 30
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
Allen, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 the**********@r**.com 12815
Edward Jones - Financial Advisor: Tammy McKennon 1501 Westcliff Dr Ste 307, Newport Beach, CA 92660
94961xxxx5 acc**********@e**********.com 86737 98000
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
Terrada Investment Corp 2151 Michelson Dr, Irvine, CA 92612 94975xxxx0
M&M Wealth Associates
71449xxxx5 inf*@m*****************.com
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
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
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
McKenzie Legal & Financial 2631 Copa De Oro Dr Los Alamitos, CA 90720
56259xxxx0 the*********@y****.com 5 5 3.8 10 57 2 61
Raymond James 1 Park Plz Ste 600, Irvine, CA 92614
94922xxxx2 aar************@r***********.com
Haskins Investments 1 Park Plz, Irvine, CA 92614 94983xxxx5
Keller Coad & Collins Investment Counsel Inc 18300 Von Karman Ave Ste 600, Irvine, CA 92612 94947xxxx0
Morgan Stanley Wealth Management 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com 113321 3094 131000
Binh Nguy Retirement Planner 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 65734xxxx3 5 1
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
Principal Financial Group 3 Park Plz, Irvine, CA 92614
94944xxxx0 all*********@p********.com 68244 234 70000
Pacific Investment Management Company 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com
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
Estate 1 13252 Garden Grove Blvd Ste 204, Garden Grove, CA 92843 65721xxxx0
Edward Jones - Financial Advisor: Michael A Martinez 20422 Beach Blvd, Ste 110 Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
U.S. Bancorp Investments - Financial Advisors: Steve Best 19900 Beach Blvd, Huntington Beach, CA 92648
71496xxxx7 jas******@u*****.com 345668 5063 348000
Fernandez Financial Advisory 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
Fabian Wealth Strategies 3070 Bristol St Ste 610 Costa Mesa, CA 92626
71424xxxx0 mar******@m*************.com 1 1 2805 28 2800
Belpointe Asset Management 1451 Quail St, Newport Beach, CA 92660
20362xxxx0 ale*********@b********.com
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
Seeman Holtz Comprehensive Advisory 20280 SW Acacia St Ste 320 Newport Beach, CA 92660
94972xxxx7 5 2
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
National Planning Corp 3020 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx3 pw-********************************@p**************.org
American Express Financial Advisors 2 Park Plz, Irvine, CA 92614
94966xxxx8 din*********@a***.com 472 9 472
Kensington Investment Counsel 444 W Ocean Blvd Ste 1618, Long Beach, CA 90802
56298xxxx7 ada*@k***********.com
Signature Resources Insurance & Financial Services 2601 Main St Ste 700, Irvine, CA 92614
94979xxxx0
Edward Jones 12062 Valley View St Ste 118, Garden Grove, CA 92845 71489xxxx0 a.j*********@e**********.com
Airway Lending 3151 Airway Ave, Costa Mesa, CA 92626 71454xxxx0
Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™ 307 Marine Ave Ste 8, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 35 3 35
Tabr Capital Management 500 N State College Blvd, Orange, CA 92868
71470xxxx0 bka*******@t***.net
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Gg Investment Firm 1912 N Broadway, Santa Ana, CA 92706 71471xxxx5
Transworld Business Advisors of Irvine 2361 Campus Drive, Suite 230, Irvine, CA 92612
94938xxxx9 aal*@t*****.com
Walter A Jones Accountacy Inc 15869 Gothard St, Huntington Beach, CA 92647 71489xxxx5
LoanSnap, Inc. 3070 Bristol St, Ste 200 Costa Mesa, CA 92626
80086xxxx0 ale******@g*********.com 4.4 298 4 264 1152
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
Bright Trading Inc. 4010 Barranca Pkwy, Irvine, CA 92604 94965xxxx6
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
Fisher Capital 2600 E Coast Hwy, Corona Del Mar, CA 92625 94971xxxx4
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
Borland Wenters 111 W Ocean Blvd, Long Beach, CA 90802
56228xxxx2 bor****@b************.com
HBKR Investments 1311 Washington Pl, Santa Ana, CA 92701 71438xxxx4
Home Stored Gold IRA 2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 71440xxxx6
Pierson Wealth Management 245 Fischer Ave Ste A2 Costa Mesa, CA 92626 71421xxxx0
D M Investments 8531 Westminster Ave, Garden Grove, CA 92844 56294xxxx5
Ipacific Capital Inc 19762 Macarthur Blvd, Irvine, CA 92612
94986xxxx4 ama*********@i**************.com
Edward Jones - Financial Advisor: Justin Briscoe 12792 Valley View St Ste F, Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com
Starcare 130 Newport Center Dr Ste 136, Newport Beach, CA 92660
94970xxxx0 bra****@s*******.net
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
World Premier Investments 18300 Von Karman Ave, Irvine, CA 92612
71466xxxx0 jcu****@w************.com
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
Spencer Wilson Financial Management Services 18652 Florida St #365, Huntington Beach, CA 92648
56243xxxx3 leg**@c************.com 4.3 6 39 5 43
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
Clc Investments 16421 Normandy Ln, Huntington Beach, CA 92647 71484xxxx4
Abs Investment Group 1176 Main St, Irvine, CA 92614
94947xxxx0 a.k***@k*****.com
Racari Invest 514 W Columbine Ave, Santa Ana, CA 92707
66131xxxx7
Bland, Garrett Q 800 Newport Center Dr, Newport Beach, CA 92660
31078xxxx0 acc**********@m************.com
Michael Alarcon - Financial Professional
31065xxxx1 5 1
Leaf Financial Corp 17852 17th St, Tustin, CA 92780
71433xxxx0 dns******@c********.com
Alex A Accetta CPA & Associates 8840 Warner Ave Ste 204 Fountain Valley, CA 92708
71484xxxx8 aac*****@a**********.com 14 5 1 182 46
Cooper 520 Newport Center Dr, Newport Beach, CA 92660
94964xxxx5 ada********@c***************.org
Optimum First Mortgage 7755 Center Avenue 9 fl Huntington Beach, CA 92646
71441xxxx3 inf*@o***********.com 4.8 563 4.8 21 122 11 127
Q A Investments 9482 Sean Way, Westminster, CA 92683 71455xxxx4
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx9 dan***********@a***.com 131
CF Financial Services 12860 Beach Blvd, Stanton, CA 90680 87732xxxx2
AMC Investments 5120 Birch St, Newport Beach, CA 92660
81836xxxx0 aco*@a*************.com
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
Johnson, Laynie 23 Corporate Plaza Dr, Newport Beach, CA 92660
94943xxxx9 dns*****@a***.com 316 352
Karen Yi - Registered Practice Associate, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx1 ang*********@a***.com 298
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
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
I M P Financial Services 16505 Brookhurst St, Fountain Valley, CA 92708 71496xxxx3
Chatterton & Associates 3061 E La Palma Ave Anaheim, CA 92806
71457xxxx0 ani***@c************.com 4 3.7 6
Edward Jones - Financial Advisor: Gary A Springer 15061 Springdale St Ste 106 Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 87586 100000
The Triton Tax Group 13263 South St, Cerritos, CA 90703
56258xxxx0 da1*************************************@w*****************.com 5 3 5 21 134
Fidelity 1600 Newport Center Dr Ste 100, Newport Beach, CA 92660
80033xxxx9 a61****@f*******.com 3.5 2 323688 343000
Servicers Direct 2300 E Katella Ave, Anaheim, CA 92806
88890xxxx4 2f5*************************************@w*****************.com
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
Fu, Panfang 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx8 abc*******@u**.com
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
Shenouda & Associates, LLP 18377 Beach Blvd Ste 222 Huntington Beach, CA 92648
71484xxxx5 a@s**********.com 5 28 5 62
Catalyst Loans 2390 E Orangewood Ave, Anaheim, CA 92806 71474xxxx0
Lutwen, Gary 2 Park Plz, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
Assali, Scott C 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 116 120
Source Oil and Gas, Inc. 4630 Campus Dr Ste 1001, Newport Beach, CA 92660
94975xxxx7 bhe****@c*********************.com
JD Financial Insurance Services 1905 E 17th St Ste 220 Santa Ana, CA 92705
71454xxxx1 kel*************@g****.com 5 1
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
Wells Fargo Advisors 620 Newport Center Dr Ste 1500, Newport Beach, CA 92660
94964xxxx0 aar************@w*****************.com 188275 189000
My Portfolio Guide 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56279xxxx5 inf*@m***************.com 5 1 418 37 410
Voit Commercial Brokerage 2400 E Katella Ave Ste 750, Anaheim, CA 92806
71497xxxx0 cco*****@v***.com 2 4.6 11 4336 4600
Tax Law Offices of David W Klasing 2601 Main St, Irvine, CA 92614
94973xxxx4 dav*@t********.net 4.6 26 4.8 38 4.8 9 200 44 199
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
Platinum Lending Solutions 2901 W Coast Hwy Ste 272-273 Newport Beach, CA 92663
71438xxxx0 fra**@p**************.com 5 3 5 2 108 106
Amf Wealth Management 2302 Martin Ste 175 Irvine, CA 92612 94938xxxx0
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
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
CK Cooper & Company 4 Park Plz, Irvine, CA 92614 94925xxxx7
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
J P Morgan 660 Newport Center Dr Ste 750, Newport Beach, CA 92660
94946xxxx0 aar***********@j*******.com
Northern Star Management 3151 Airway Ave Ste M1, Costa Mesa, CA 92626
71454xxxx4 bra***@n**************.com
Capital Equity Investments Inc 5 Corporate Park, Irvine, CA 92606
94944xxxx8 goc************@a**.com
Brandt, David, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx2 ame******************@a***.com 132834
Alterman Investments 2205 Lace Leaf Ln, Tustin, CA 92782 71454xxxx0
Gregg Perrah Newport Beach, CA 92660
94983xxxx3
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
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
Independent Capital Management 1401 Dove Street, Ste 430, Newport Beach, CA 92660
94945xxxx0 a.a@i***********.com
Windjammer Capital Investments 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 afa****@w****************.com
Seven Investments 7465 Lampson Ave, Garden Grove, CA 92841 71437xxxx1
Lentz, John 2677 N Main St, Santa Ana, CA 92705
71464xxxx0 acc**********@m************.com
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
Perricone Investments Serving theHuntington Beach Area 94970xxxx0
Wma David Pham 511 N Brookhurst St, Anaheim, CA 92801 71490xxxx5
Rudolph Dewey Investments 16531 Bolsa Chica St Ste 310, Huntington Beach, CA 92649 71437xxxx2
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
Panascope Image Systems 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx5
Prudential Financial 600 City Pkwy W, Orange, CA 92868
71445xxxx0 aar*******************@p*********.com
Palo Capital 31 Ocean Heights Dr, Newport Coast, CA 92657 94971xxxx6
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
Edward Jones - Financial Advisor: Chris Arnaldo 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 312 6 325
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
B Riley & Company Inc 600 Anton Blvd, Costa Mesa, CA 92626
94985xxxx1 aap***@b********.com
LCR Coin Inc 18627 Brookhurst St, Fountain Valley, CA 92708
71440xxxx6 bi**@l******.com
Mig Management 660 Newport Center Dr, Newport Beach, CA 92660
94947xxxx0 aco***@m*****.com
H & G Investment Group, Inc 7500 Orangewood Ave, Stanton, CA 90680 71489xxxx6
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
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
Edward Jones - Financial Advisor: Victor D Bell 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
65740xxxx5 acc**********@e**********.com 87586 100000
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
Jlj Investments 8 Sunburst, Irvine, CA 92603 94985xxxx8
Frontier Investments 3366 Via Lido, Newport Beach, CA 92663 94972xxxx0 cro*************@f*****.com 3 2 5
Beacon Pointe Advisors 24 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx0 abh*****@b*********.com 228 36 234
Alpha Cubed Investments 18301 Von Karman Ave, Irvine, CA 92612
80070xxxx7 alp**@a********************.com
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
Ameriprise Financial 5000 E Spring St Ste 200, Long Beach, CA 90815
56249xxxx0 ame******************@a***.com
Gregory Advisors Inc., Empowering your life through wealth management 7755 Center Ave #1100, Huntington Beach, CA 92647
71437xxxx9 inf*@g*****************.com 15
Theresa Allen - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx8 rbc*********@r**.com
World Financial Group 4281 Katella Ave Ste 101, Los Alamitos, CA 90720
71427xxxx8 con****************@t***********.com 82300 2050 86000
Edward Jones 1100 S Coast Hwy, Laguna Beach, CA 92651
94949xxxx9 a.j*********@e**********.com 104
Quantum Investments International 1548 W Yale Ave, Orange, CA 92867 71497xxxx8
Pacific Commercial Investments 881 Dover Dr, Newport Beach, CA 92663
94972xxxx0 ada*@p*********.com
Benchmark Wealth Management 2300 E Katella Ave Ste 400, Anaheim, CA 92806
71463xxxx3 ben******@l**.com
One Place Financial 10240 Rosecrans Ave, Bellflower, CA 90706
56286xxxx0 amy@o****************.com 4.9 48
Jackson, Darnell 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
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
Sebastian, Lynne L 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx0 abc***@u**.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
ultimatediversification.com 1222 Cabrillo Park Dr Apt E, Santa Ana, CA 92701 71495xxxx0
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
EA Tax Resolutions 7777 Center Ave Ste 450 Huntington Beach, CA 92647
80024xxxx6 ant****@e***************.com 4.8 114
Montagna & Associates 1101 Dove St Ste 190 Newport Beach, CA 92660
94983xxxx1 ast***@m**********.com 5 1 5 13 426 436
SRS Capital Partners 12 Strawberry Farm Rd, Irvine, CA 92612
94941xxxx1 bla***@e*****.com
Monarca Investments 410 N Bristol St, Santa Ana, CA 92703 65723xxxx4
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
Brundage, Steven M 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com 136 3 137
Pacific Life 700 Newport Center Dr, Newport Beach, CA 92660
80080xxxx6 aad***@p**********.com 4.4 47
Richardson, Robert 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acc**********@m************.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
Bartolme & Associates 2134 Main St Ste 270 Huntington Beach, CA 92648
71496xxxx3 dav*@b**********.com 5 3
American Liberty 19000 Macarthur Blvd, Irvine, CA 92612
94962xxxx8 aar**@a**************.com 922714 79
Helix Wealth Partners, Inc. 3300 Irvine Ave Ste 320 Newport Beach, CA 92660
94966xxxx7 joh*@h******.com
Goggin, J Michael, AGT 2020 Main St, Irvine, CA 92614
94966xxxx2 dns*****@a***.com
Lustre Advisors 1 Park Plz Ste 600, Irvine, CA 92614 80054xxxx5
Pham Investments 836 S Sylvan St, Anaheim, CA 92804 71448xxxx2
South Coast Wealth Management 43 Corporate Park Ste 201, Irvine, CA 92606 94974xxxx1
Bond Wealth Management 5001 Airport Plaza Dr, Long Beach, CA 90815
56228xxxx2 eri***@b************.com
Belcourt Investments Inc 513 30th St, Newport Beach, CA 92663 94972xxxx0
Jason Tajima-Market Leader 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx5 aab****@b************.com
Edward Jones - Financial Advisor: Imran Lakhany 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 acc**********@e**********.com 87384 100000
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
Oppenheimer & Co Inc 600 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 aal****@o**********.com
RBC Wealth Management Branch - Newport Beach 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 rbc*********@r**.com
Morgan Stanley Wealth Management 19000 Macarthur Blvd, Irvine, CA 92612 94964xxxx2 inf**@m**********************.com
Morgan Stanley Wealth Management 660 Newport Center Dr, Newport Beach, CA 92660 94971xxxx0
Healthwell Holdings Corp 3151 Airway Ave, Costa Mesa, CA 92626 71454xxxx4
Milestone Wealth Management & Insurance Solutions 17011 Beach Blvd, Huntington Beach, CA 92647
71446xxxx5 rya*@c***************.com
McCalla Investment Ltd 105 Linda Isle, Newport Beach, CA 92660 94967xxxx2
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Thompson, David 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
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
Raymond James 660 Newport Center Dr Ste 570, Newport Beach, CA 92660
94964xxxx0
Geske David T 4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 94975xxxx7
Onitus Capital 3857 Birch St Ste 5059 Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 1 59 132
Natalie T Fogarty Investments 12 Summerwind Ct, Newport Beach, CA 92663 94954xxxx9
Benchmark Wealth Management 950 E Katella Ave Ste 2 Orange, CA 92867 71463xxxx3
Morgan Stanley Wealth Management 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx0 acm***********@m************.com
WM Investment Company 120 Danbury Ln, Irvine, CA 92618 94926xxxx5
Inouye, Lea, AGT 2 Park Plz, Irvine, CA 92614
94966xxxx8 ame******************@a***.com
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
Castillo Wealth Management 12501 Seal Beach Blvd Ste 120 Seal Beach, CA 90740
56249xxxx3 aa@s***.org 5 2
Occhino & Associates 17220 Newhope St, Fountain Valley, CA 92708
71470xxxx0 aar************@r***********.com 17355
Rad Financial and Insurance Inc 2020 Main St Ste 1200, Irvine, CA 92614
94977xxxx0 abb********@p************.com
Pimco 650 Newport Center Dr, Newport Beach, CA 92660
94976xxxx3 aam***********@p****.com 4.4 16
Silver Lake Investments 1303 Avocado Ave, Newport Beach, CA 92660 94970xxxx4
Ameriprise Financial 2600 Michelson Dr Ste 1460, Irvine, CA 92612 94925xxxx0
Banta Asset Management LP 517 30th St, Newport Beach, CA 92663
94967xxxx4 inf*@b*******************.com
Fort Ashford Ventures 107 Via Florence, Newport Beach, CA 92663
94933xxxx3 akr******@f**********.com
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
Excalibur Mortgage Corp 5762 Bolsa Ave Ste 108, Huntington Beach, CA 92649
71489xxxx6 mel@e****************.com
CB Capital Partners Inc 860 Newport Center Dr, Newport Beach, CA 92660 94941xxxx3
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
Michael W Jowdy, LPL Financial Services 7777 Ctr Ave Ste 120 Huntington Beach, CA 92647
71489xxxx0 ali*********@l**.com 5 1
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Jason Stein, CFP(R) : Bluepoint Wealth Advisors
94923xxxx7 inf*@b**************.com
Lubman Levy Group 12340 Seal Beach Blvd, Seal Beach, CA 90740
56283xxxx0 2.1 85
Correa & Associates - Ameriprise Financial Services, LLC 101 Main St #380, Huntington Beach, CA 92648
71437xxxx0 dns*****@a***.com 5.024
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
Aaron D Jett Huntington Beach, CA 92649 94940xxxx3
Nadavon Capital Partners 3857 Birch St, Newport Beach, CA 92660
94941xxxx4 hel**@n******.com
James Hendries - Lpl Financial 7777 Center Ave, Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 156 162
4 10
Wynstar Investments 2140 S State College Blvd, Anaheim, CA 92806 71420xxxx5
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
Everplus Capital 39 Bower Tree, Irvine, CA 92603
94928xxxx7 inf*@e***********.com
Emerald Wealth Management 5000 Birch St Ste 3000 Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Tucker Investments 3334 E Coast Hwy, Corona Del Mar, CA 92625 71460xxxx7
Miramar Venture Partners 2101 E Coast Hwy, Corona Del Mar, CA 92625
94976xxxx0 alb***@m********.com
South Coast Investment Advisors 5140 Birch St, Newport Beach, CA 92660
94982xxxx5 ale*******@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
Podmajersky, Thomas 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx6 abc*******@u**.com
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
Premier Commercial Brokerage 1420 N Bristol St, Newport Beach, CA 92660
94925xxxx3 jes****@p*************************.com
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
ClearLight Partners 100 Bayview Cir, Newport Beach, CA 92660
94972xxxx0 ajb@c*****************.com
Long, Michael R 18002 Irvine Blvd, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86737 98000
Pk Partners 14 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx6 bzi**@p*********.com
Arch Bay Capital 3121 Michelson Dr Ste 200, Irvine, CA 92612 94967xxxx0
Edward Jones - Financial Advisor: Tim Yost 3700 Newport Boulevard Ste 104 Newport Beach, CA 92663
94964xxxx6 acc**********@e**********.com 5 1 87605 100000
William Mac Donald Securities 1926 W Orangewood Ave, Orange, CA 92868 71493xxxx2
Sierra Investment Group 550 Newport Center Dr, Newport Beach, CA 92660 94971xxxx4
Francis Wade 200 Pine Ave Ste 260, Long Beach, CA 90802 56249xxxx0
Financial Advisors U.S. Bancorp Investments 555 E Ocean Blvd, Long Beach, CA 90802
56271xxxx4 aar************@u*****.com 345471 5393 348000
Crown Wealth Management Inc 17011 Beach Blvd Ste 680, Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Kbh Investment Co 315 Heliotrope Ave, Corona Del Mar, CA 92625 94972xxxx0
Bank of America Financial Center 18691 Main St Huntington Beach, CA 92648
71496xxxx5 and********@m*.com 1.8 46
Nielsen, Ole 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ban********************@m*.com
Brian Friestman-Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94966xxxx7 bri************@a***.com
BNY Mellon Wealth Management 1600 Newport Center Dr Ste 200 Newport Beach, CA 92660
94925xxxx0 aar**@b************************.com 3 2
Amber Investments 217 S Knott Ave, Anaheim, CA 92804 71482xxxx0
Lido Advisors 4695 Macarthur Ct, Newport Beach, CA 92660
94989xxxx0 anf****@a*********.com
RYKAT Financial 5520 E 2nd St Ste E Long Beach, CA 90803
56220xxxx9 jun*@r*************.com 5 2 5 9
CBM Wealth Management 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56234xxxx2 abc*******@u**.com
Isles Ranch Partners 24 Corporate Plaza Dr, Newport Beach, CA 92660
94938xxxx4 gor***@i*********.com
Trd Investment Properties 14550 Magnolia St, Westminster, CA 92683 71489xxxx0
Joshua S Wyper - Wyper Wealth Management 17671 Irvine Blvd Ste 115 Tustin, CA 92780
71479xxxx1 jos***@w********************.com 5 1
Canterbury Consulting 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam****@c*******************.com
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
Excelsior Capital Partners 4695 Macarthur Ct, Newport Beach, CA 92660
94956xxxx0 ayo***@e******.com
GJB Investments 16835 Algonquin St, Huntington Beach, CA 92649 62664xxxx5
Ryan Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 14743 16000
Merrill Lynch Private Wealth Advisor Justin Vaicek 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 ban********************@m*.com
Apella - Huntington Beach 5011 Argosy Ave Ste 7 Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 145 170
Lidingfeng Investment 1812 W Sumac Ln, Anaheim, CA 92804 31090xxxx8
Circle Vision 1006 Segovia Cir, Placentia, CA 92870 71463xxxx9
Quintessential Financial Corp 2372 SE Bristol St, Newport Beach, CA 92660 94977xxxx5 6
Elite Advisory Group, LLC. 2130 Main St #130, Huntington Beach, CA 92648
80079xxxx0 bma**@e*****************.com 3 2
C & M Investments 1827 E 5th St Apt 27, Long Beach, CA 90802 56243xxxx3
Mischler Financial Group Inc 1111 Bayside Dr, Corona Del Mar, CA 92625
94972xxxx0 agu*******@m****************.com
National Cities Capital Inc 19200 Von Karman Ave Ste 600, Irvine, CA 92612 88855xxxx1
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
Waterford Property Company 130 Newport Center Dr, Newport Beach, CA 92660
94974xxxx0 cys*****@w******************.com
Unique Property Management 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 upm@u*************.com
Sroka & Co, CPAs 41 Corporate Park Ste 380 Irvine, CA 92606
94935xxxx9 inf*@s********.com 5 1
Southridge Investments Co Po Box 413, Corona Del Mar, CA 92625 94976xxxx0
Equity Star 620 Newport Center Dr Fl 11th, Newport Beach, CA 92660
94949xxxx0
Morgan Stanley Wealth Management 302 Glenneyre St, Laguna Beach, CA 92651 94946xxxx0
Ubs 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94976xxxx8 aar*******@u**.com 228910
Wells Fargo Advisors 209 W Tiller Ave, Anaheim, CA 92802
71475xxxx5 a-w***************@w*****************.com 188325 189000
LA Wealth Management Costa Mesa, CA 92626
42445xxxx5 car*****@l*****************.com 5 3
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
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
Ashlock Wealth Management Group - Stifel 520 Newport Center Dr Ste 1500 Newport Beach, CA 92660
94925xxxx4 ash*****@s*****.com 68
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
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
Buchanan Street Partners 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ade****@b*************.com 3.3 3
Ttl Groups Inc 13880 Harbor Blvd, Garden Grove, CA 92843 71453xxxx4
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
Sutro & Co Inc 610 Newport Center Dr Ste 900, Newport Beach, CA 92660 94972xxxx0
Crown Pacific Advisors 220 Newport Center Dr, Newport Beach, CA 92660
94925xxxx1 aba**@p**************.com 233 275
Kapstream Capital 520 Newport Center Dr, Newport Beach, CA 92660
94970xxxx0 adm**@i*****************.com
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
Edward Jones 2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 71454xxxx2
Corporate Pointe Investments 1 Corporate Park, Irvine, CA 92606 94941xxxx8
LPL Financial 10061 Talbert Ave, Fountain Valley, CA 92708
71496xxxx0 aar********@l**.com
McClintock Brokerage 5106 Neptune Ave, Newport Beach, CA 92663 94967xxxx8
Kinecta Federal Credit Union - Fountain Valley 17860 Newhope St Ste 102 Fountain Valley, CA 92708
31064xxxx8 bob*******@k******.org 4.3 75 43475 1455 43000
Capital Investment Advisors Inc 5000 E Spring St, Long Beach, CA 90815 56242xxxx9 amy********@c*********.com
Davis Group 6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 56259xxxx5
Euro Pacific Capital 1201 Dove St Ste 200 Newport Beach, CA 92660
94947xxxx0 alb***@e******.com 2.6 30
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
Joshua Axel CFP - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx4 alb************@u**.com
Nwm Group- Newport Wealth Management Group 17011 Beach Blvd Ste 225c, Huntington Beach, Ca 92647
94990xxxx1 inf*@w********************.com 2 18
5 1
Edward Jones - Financial Advisor: Lee Norton 17822 17th St Ste 405 Tustin, CA 92780
71483xxxx6 acc**********@e**********.com 4.4 7 148
Vasco Assets 2024 Quail St, Newport Beach, CA 92660
94967xxxx0 ari@v**********.com 5 79
Nuveen Investments Newport Beach, CA 92660 94976xxxx4 aar*************@n*****.com 1816 2000
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
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
Bilak and Kramer Capital 180 Newport Center Dr Ste 185, Newport Beach, CA 92660 94970xxxx2
Investments Lavering 13402 Heritage Way, Tustin, CA 92782 71433xxxx8
Tuer, Walter 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Warpath Investments Inc. 18881 Von Karman Ave, Irvine, CA 92612 94947xxxx0
Orangewood Investments 1433 S State College Blvd, Anaheim, CA 92806 71453xxxx0
Fineberg Financial Management 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56244xxxx8 hel**@f****************.com
Barouti Financial Services 4695 Macarthur Ct, Newport Beach, CA 92660 94985xxxx5
Securities America Inc 4590 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx3 aad********@s****************.com
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
Carrick Capital Parnters 610 Newport Center Dr, Newport Beach, CA 92660
94920xxxx2 aj@c*********************.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
Eureka Capital Partners 23 Corporate Plaza Dr Ste 125, Newport Beach, CA 92660
94971xxxx0 aar****@s***********.com
Zapotocky, James 1901 Main St, Irvine, CA 92614
94980xxxx7 acc**********@m************.com
Mahmood, Mazhar 4 Park Plz, Irvine, CA 92614
94953xxxx4 ame******************@a***.com
JST Investment Consulting, Inc. 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56299xxxx8
E Passion Investment 1588 S Anaheim Blvd, Anaheim, CA 92805 71478xxxx3
Newman, Richard C 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx8 acc**********@m************.com
Investment Inc Pcd 855 Seagull Ln, Newport Beach, CA 92663 81835xxxx9
Dania Investment 1415 French St, Santa Ana, CA 92701 71487xxxx7
McKinnon And Associates 18400 Von Karman Ave Ste 400 Irvine, CA 92612
90936xxxx6 dal************@l**.com
Investors Title Company 300 S Harbor Blvd, Anaheim, CA 92805
71468xxxx2
Malakai Sparks - Real Estate Agent, Realtor, Property Management 204 10th St, Huntington Beach, CA 92648
71465xxxx7 mal****@m************.com 5 55 3515 60 3400
Bablot Investments 1733 Monrovia Ave Ste V, Costa Mesa, CA 92627
94957xxxx2 man*******@b****************.com
The Allen Financial Group - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx0 abc*******@u**.com
4 1
J P Morgan 225 N Tustin St, Orange, CA 92867 71499xxxx0
Sapience Investments 520 Newport Center Dr, Newport Beach, CA 92660
94970xxxx5 bry**********@b*********.com
KPP Financial 18575 Jamboree Rd Ste 600 Irvine, CA 92629
80055xxxx1 ary**@k***********.com 4 4
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
Stewardship Wealth Management Solutions 101 Main St Ste 220 Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
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
Grubb & Ellis Residential Brokerage Services 15343 Culver Dr, Irvine, CA 92604 94955xxxx0
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
Edward Jones - Financial Advisor: Ryan T Omoto 19900 Beach Blvd, Ste I Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 114
Barangay Investment Club 2510 W Adams St, Santa Ana, CA 92704 71454xxxx5
Investors Trust 1 Upper Newport Plz, Newport Beach, CA 92660 94925xxxx0 2
Wla 1301 Dove St, Newport Beach, CA 92660
94985xxxx4 apo****@w*************.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
Karam Wealth Advisors 7755 Center Ave 11th floor, Huntington Beach, CA 92647
94939xxxx0 dom@k**********.com 5 6
Flagstar Bank 19700 Fairchild Ste 146, Irvine, CA 92612
94985xxxx0 a.d******@f*******.com 1.5 2
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
Edward Jones - Financial Advisor: Denyse Jennings 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com
Signature Resources 19900 Macarthur Blvd, Irvine, CA 92612
94993xxxx0 ahj***@f*************.com
Quelle Dale Ea 14340 Bolsa Chica Rd Westminster, CA 92683 71489xxxx1 4.4 7 5 7
Birch Investment 20271 SW Birch St, Newport Beach, CA 92660 31027xxxx0
Amita Investments 17192 Murphy Ave, Irvine, CA 92623 42435xxxx3
Blanco Investments 3197 Airport Loop Dr, Costa Mesa, CA 92626 71443xxxx6
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
Weaver Consulting Group 101 Main St Ste 220 Huntington Beach, CA 92648
71453xxxx5 ami*@w********************.com 5 4
Phoenix Investment Funds 4000 Macarthur Blvd, Newport Beach, CA 92660
94938xxxx0 awe*******@c********.com
Hollencrest Securities 100 Bayview Cir Ste 500, Newport Beach, CA 92660
94982xxxx0 ac@h**********.com
Aviation Capital Group Serving theHuntington Beach Area
94921xxxx0 860*************************************@w*****************.com
Mercer Advisors Wealth Management 620 Newport Center Dr #1030, Newport Beach, CA 92660
80039xxxx4 aar********@m*************.com 3.7 3
IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71479xxxx1 ahe*******@i**********.com 5 5 3
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
James Sams - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx9 dan***********@a***.com
Halliburton Investments 757 Domingo Dr, Newport Beach, CA 92660 94976xxxx0
Wildrose 2300 SE Bristol St, Newport Beach, CA 92660
94949xxxx1 inf*@w**************.com
WAYUP Wealth Building Group 2618 San Miguel Dr Ste 393 Newport Beach, CA 92660
94988xxxx2 5 2
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
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.com
LPL Financial 23 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx3 aar********@l**.com
Edward Jones 5952 Warner Ave, Huntington Beach, CA 92649
71484xxxx8 a.j*********@e**********.com 86208 96000 5 1
Pier 15 Investments 1323 W Bay Ave, Newport Beach, CA 92661 94967xxxx6
Douglas Investments Co PO Box 4068, Irvine, CA 92616 94955xxxx1
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 Ste 1400 Santa Ana, CA 92707
71436xxxx4 bla******@f****.com
Randall Instruments Inc 17291 Irvine Blvd, Tustin, CA 92780 71466xxxx9
Newport Beach Securities Inc 18872 Macarthur Blvd Ste 100, Irvine, CA 92612 94933xxxx0
Bryce F Johnson - Financial Advisor, Ameriprise Financial Services 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx4 bri***********@a***.com
Scott Wealth Management Group 18022 Cowan Ste 225 Irvine, CA 92614 94955xxxx0
U.S. Bank – Wealth Management Banker: Katherine Nguyen 17150 Magnolia St, Fountain Valley, CA 92708
71484xxxx0 all*********@a*****.usbank 345670 5064 348000
Centaurus Financial, Inc. 2300 E Katella Ave Ste 200, Anaheim, CA 92806
80088xxxx4 aar*******@c*****************.com 330 15
Financial West Group 1300 Quail St Ste 204, Newport Beach, CA 92660
94922xxxx1 jag*********@f**.com
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
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
R +K Investments 3881 Aruba Cir, Huntington Beach, CA 92649 71484xxxx7
Patriquin, Debra 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ale*********@m*.com
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 345667 5062 348000
CS TOMASI Wealth Management 6700 E Pacific Coast Hwy Ste 154 Long Beach, CA 90803
56249xxxx8 chr*******@c*******.com 3.4 5
Secured Income Group 17592 17th St Ste 100, Tustin, CA 92780
71436xxxx0 cus************@m************.com
Schultz, Robert 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 wms**********@r**.com 12815
401k-Checkup 1401 Dove St Ste 420, Newport Beach, CA 92660
94997xxxx8 inf*@4***********.com
Clark, Lee 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx1 acc**********@m************.com
Ameriprise Financial Advisors 8212 Wildwood Dr Huntington Beach, CA 92646 71453xxxx2
BMI Financial 5 Upper Newport Plz, Newport Beach, CA 92660 94922xxxx0
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
Concourse Coi Investments 1506 N Sycamore St, Santa Ana, CA 92701 62691xxxx0
Voorhees Investments 3501 Jamboree Rd, Newport Beach, CA 92660
94972xxxx1
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
Todd Halbrook and Adam Macdonald 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx1 joh*******@c*.rbcwealthmanagement
Allen, Robert P Bob 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx4 abc*******@u**.com
Global View Capital Advisors 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56287xxxx3 rgi****@g**********.com
Edward Jones 17822 17th St Ste 405, Tustin, CA 92780
71483xxxx6 a.j*********@e**********.com 148
Ashwill Investments 130 Newport Center Dr, Newport Beach, CA 92660 94947xxxx8
Sierra Asset Management 2525 Ocean Blvd, Corona Del Mar, CA 92625 94966xxxx4
All California Brokerage Inc 5000 E Spring St, Long Beach, CA 90815
56242xxxx0
Edward Jones 6813 Quail Hill Pkwy, Irvine, CA 92603 94982xxxx7 a.j*********@e**********.com 87631 100000
Hughes Investments 23 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx1 ajo*****@h********.com
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
Tgv Partners 23 Corporate Plaza Dr Ste 215, Newport Beach, CA 92660 94972xxxx9
FSC Securities Corp 14200 Culver Dr, Irvine, CA 92604
94955xxxx7 ade****@f*****.com
Bank of the West 6881 Warner Ave Huntington Beach, CA 92647 71484xxxx1 aam**********@b**.com 3.3 13 2.2 19
Oxford Bioscience 650 Town Center Dr Ste 810, Costa Mesa, CA 92626
71470xxxx4 ape******@o****.com
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™ 377 E Chapman Ave Ste 120, Placentia, CA 92870
71457xxxx6 a.j*********@e**********.com 87630 100000
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
Mark Minh Nguyen - State Farm Insurance Agent 6552 Bolsa Ave Ste H Huntington Beach, CA 92647
71441xxxx0 4.9 87 4.9 479
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
Private Equity Management Group 1 Park Plz, Irvine, CA 92614 94975xxxx7
HCR Wealth Advisors 10866 Wilshire Blvd # 1600, Los Angeles, CA 90024
31047xxxx5 afa****@h********.com 4.2 5 5 29 795 849
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
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
Edward Jones - Financial Advisor: Steve Masoner 101 Main St Ste D Seal Beach, CA 90740
56279xxxx9 a.j*********@e**********.com 1 2 87586 100000
Taylor Wealth Management 15061 Springdale St., Ste 202, Huntington Beach, CA 92649
71424xxxx4 all***********@l**.com 5 1
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
Mariman and Co 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx6 ag@m******.com
Wells Fargo Advisors 5 Park Plz, Irvine, CA 92614
94975xxxx3 acc*****************@w*********.com 207
Flynn Investments Inc 16400 Pacific Coast Hwy, Huntington Beach, CA 92649 56259xxxx0
J V Delaney & Associates 17 Muir Beach Cir, Corona Del Mar, CA 92625
94972xxxx3
K Investment Co 5000 Birch St, Newport Beach, CA 92660
94994xxxx5 aar**@c****************.com
Spahr Financial Group - Brian L. Spahr, CFP 18682 Beach Blvd #235, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com 5.03
Alicante Investment 16478 Beach Blvd, Westminster, CA 92683
94928xxxx3 ali********************@g****.com
Paine Webber Inc. 4675 Macarthur Ct, Newport Beach, CA 92660 80085xxxx2
Eastdil Secured 500 Newport Center Dr, Newport Beach, CA 92660 94993xxxx4
Viking Investments 4425 Jamboree Rd, Newport Beach, CA 92660 94925xxxx0
Back Bay Investment Group 777 Domingo Dr, Newport Beach, CA 92660
94923xxxx7 and***********@b********.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
Greater Pacific Securities Inc 245 Fischer Ave Ste C2, Costa Mesa, CA 92626 71424xxxx7
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
Cosmetic Investments 2711 E Coast Hwy, Corona Del Mar, CA 92625 94987xxxx8
Leonid Grinberg 901 Dover Dr, Newport Beach, CA 92660 94951xxxx0
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
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
Cetera Advisors 17100 Gillette Ave, Irvine, CA 92614
94983xxxx4 a@c*************.com
Wma Nhan Duone 511 N Brookhurst St, Anaheim, CA 92801 71490xxxx0
Strathspey Crown 4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660 94926xxxx0
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
M K Asset Recovery 1309 N Paradise Ct, Anaheim, CA 92806 71439xxxx1
Bond Wealth Management 6615 E Pacific Coast Hwy Ste 215 Long Beach, CA 90803
56228xxxx2 bor****@b************.com
Christopher M. Simmons Physician Financial Services 695 Town Center Dr Ste 200, Costa Mesa, CA 92626 71486xxxx0
Padilla Hofland Finacial Services Group 1910 Saint Andrews Dr, Seal Beach, CA 90740
56259xxxx4 aar************@r***********.com
Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acm***********@m************.com
Nour Investments Inc 16851 Mcfadden Ave, Tustin, CA 92780 71488xxxx3
The Bahnsen Group 520 Newport Center Dr, Newport Beach, CA 92660
94987xxxx0 abe****@t**************.com 4.8 33 2097 51 2200
Micha Investment Corp 351 Hospital Rd Ste 507, Newport Beach, CA 92663 94964xxxx1
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
Newport Capital 15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 94975xxxx6
Wealth Management Financial Advisors 3701 Long Beach Blvd Ste 100 Long Beach, CA 90807
87782xxxx7 bab******@w*****************.com 2.4 5 583156 46
Orion Investment Real Estate 4120 Birch St Ste 110, Newport Beach, CA 92660 94920xxxx0
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
Citibank 17400 Brookhurst St Fountain Valley, CA 92708
65721xxxx4 abb**********@c***.com 3 20 2.2 34 154297 1838 11
Sierra Nevada Investment Group 3186 Pullman St, Costa Mesa, CA 92626 71485xxxx7
Klein, Martin 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157
The Macarthur Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx3 acc**********@m************.com
Moler Capital Management 8 Corporate Park Ste 300, Irvine, CA 92606
94944xxxx3 bea*@m***********.com
Surf City Investment Group 19381 Salmon Ln, Huntington Beach, CA 92646 71496xxxx8
Spectrum Painting 1901 Main St, Irvine, CA 92614
94980xxxx1 acc**********@m************.com
Kinecta Federal Credit Union - Huntington Beach 7881 Edinger Ave Ste 120 Huntington Beach, CA 92647
31064xxxx0 aar*****@k******.org 4.4 67 43475 1455 43000
Corporate Park 1 and 5 1 Corporate Park, Irvine, CA 92606 94941xxxx8
Regal Advisory Services 12501 Seal Beach Blvd Ste 280 Seal Beach, CA 90740
80029xxxx6 gme*****@r************.com 5 1
Ricardo Marin-G D L Investment 1034 S Main St, Santa Ana, CA 92701 71451xxxx7
The Dizon Group 3780 Kilroy Airport Way, Long Beach, CA 90806 56225xxxx8
M Knott Enterprises 41 Royal Saint George Rd, Newport Beach, CA 92660 94964xxxx6
Fidelity Investments 12201 Seal Beach Blvd Seal Beach, CA 90740
80054xxxx8 a61****@f*******.com 4.5 17 2.8 30 320568 338000
Edward Jones - Financial Advisor: Jon Glant 12792 Valley View St Ste F Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
Brightview Development 610 Newport Center Dr, Newport Beach, CA 92660
94928xxxx9 aar**@b*********.com 21254 214 23000
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
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
Lh Capital 1830 Main St, Irvine, CA 92614 94924xxxx0 4.6 1287
Acevedo, Daniel 1901 Main St, Irvine, CA 92614
94934xxxx4 acc**********@m************.com
Edward Jones - Financial Advisor: Ken Whittenbury, CFP® 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 a.j*********@e**********.com 113 113
Kensington Resources 600 Anton Blvd Ste 1000, Costa Mesa, CA 92626 71438xxxx0
Digital Asset Investment Management 260 Newport Center Dr Ste 100, Newport Beach, CA 92660
94929xxxx2 hq@d***.io
Tact Management 2515 E Ocean Blvd, Long Beach, CA 90803
56285xxxx6 ale*@t*******.com 5315 6000
Wells Fargo Advisors 222 S Harbor Blvd, Anaheim, CA 92805 71477xxxx2 132
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
Global Vision Holdings, Inc 19200 Von Karman Ave, Irvine, CA 92612 94928xxxx8
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
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
CIBC Private Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94966xxxx0 acc*******@c***.com 2120 2200
BBVA Compass 2020 Main St Ste 950, Irvine, CA 92614
94921xxxx9 5 2
All County Desert Sea Property Management 18700 Beach Blvd #255, Huntington Beach, CA 92648
71467xxxx5 con****@a************.com 5 15 5 14 398 10 425
Steadfast Management Company 18100 Von Karman Ave Ste 500, Irvine, CA 92612
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
TNL Car Title Loans 6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803
56285xxxx5 3ce*************************************@w*****************.com
WCM Investment Management 281 Brooks St, Laguna Beach, CA 92651
94938xxxx0 aar**@w********.com 5 2
AOA Investments Inc 2932 Daimler St, Santa Ana, CA 92705 94941xxxx4
Smith & Sons Investment Co. 508 Via Lido Nord, Newport Beach, CA 92663 94967xxxx3
Price, Michael, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx6 dns*****@a***.com
Kost Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx9 the*********@r**.com 80 8 83
Teamchristo 3208 Josie Ave, Long Beach, CA 90808 56242xxxx9
888 Investment & Trade Inc 92 Corporate Park, Irvine, CA 92606 71423xxxx1
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
Financial Research Group 4500 Campus Dr Ste 135, Newport Beach, CA 92660 94975xxxx0
Securities America Inc. 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
McLaughlin, John 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 acc**********@m************.com
Spinnaker Investment Group 4100 Macarthur Blvd, Newport Beach, CA 92660
94939xxxx0 and***@s**********.com 623 69 647
Schneider Securities 18952 Macarthur Blvd, Irvine, CA 92612 94944xxxx4
Eggleston, Thomas J 1901 Main St, Irvine, CA 92614
94995xxxx2 acc**********@m************.com
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
Idlogiq Inc 6850 Lincoln Ave, Buena Park, CA 90620
86643xxxx7 agn**@i******.com
Kamron Nahavandi, Financial Advisor 550 W Orangethorpe Ave Ste 622 Placentia, CA 92870
71483xxxx2
Freeman, Alan 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx7 aar*******@u**.com
M2 Investment Advisor 11770 Warner Ave, Fountain Valley, CA 92708
71424xxxx1 aal**********@m*******.com
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 4.47 264 256
Sage Point Financial 10061 Talbert Ave Ste 200, Fountain Valley, CA 92708
71496xxxx0 dom****@a***********.com 2765 26 3300
Premier OC Family Financial 10540 Talbert Ave Fountain Valley, CA 92708 71487xxxx6
Hankey Investment Company 2125 Westcliff Dr, Newport Beach, CA 92660
94954xxxx1 a.g**@h****.com
Levine & Associates 16168 Beach Blvd Ste 151 Huntington Beach, CA 92647
71484xxxx0 5 5
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
Coffin Mottola 19800 Macarthur Blvd, Irvine, CA 92612 94985xxxx9
Edward Jones - Financial Advisor: Elizabeth P Thai 5952 Warner Ave Huntington Beach, CA 92649
71484xxxx8 a.j*********@e**********.com 87586 100000
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Wells Fargo Advisors 2750 W Coast Hwy, Newport Beach, CA 92663 94951xxxx0
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
Michelle Tascoe Financial Coaching Los Angeles, CA 90004
20928xxxx6 5 11 4.9 51
Northwestern Mutual Financial Network 18191 Von Karman Ave Irvine, CA 92612
94962xxxx0 aar**********@n***.com 1.7 6 107316 16165 108000
Tarbox Family Office 500 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 bri**@t*****.com
Financial for Life Fountain Valley, CA 92708 71465xxxx5
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
LPL Financial 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx1 aar********@l**.com
A Plus Realty & Investments Inc 11330 Knott St, Garden Grove, CA 92841 71489xxxx0
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
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
Rl Paler Investment Advisors 229 Argonne Ave Ste 1, Long Beach, CA 90803 42424xxxx0
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
Strategic Equity Group 6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707
71475xxxx8 cho****@a*************.com
Caruso Affiliated Holdings 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94971xxxx1
Poole, Michael 500 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 ban**********@e****.bankofamerica
Financial West Group 17755 Sky Park Cir, Irvine, CA 92614
94922xxxx0 azl**@f**.com
Slaten Wealth Management 501 N Brookhurst St Ste 318 Anaheim, CA 92801
71477xxxx6 hei**@s***********.com 1 1
He & Chen Investment 1221 W Alton Ave, Santa Ana, CA 92707 94920xxxx6
World Financial Group Inc 2099 S State College Blvd, Anaheim, CA 92806
71477xxxx5 con****************@t***********.com
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
94922xxxx5 dsa***@s*****************.com 3 5 1
TSG Wealth Management 6460 E Pacific Coast Hwy Ste 223 Long Beach, CA 90803
56241xxxx0 inf*@t****.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
Eternity Financial Alliance 4695 MacArthur Ct Fl 11 Newport Beach, CA 92660
86688xxxx7 inf*@e**.agency 5 10 5 1
Lee Franchises Investments 7821 Edinger Ave, Huntington Beach, CA 92647 71489xxxx6
Barney Smith 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0
Nick Socha - Northwestern Mutual 18575 Jamboree Rd Ste 400 Irvine, CA 92612
94962xxxx6 ade********@n*.com 46 49
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
Sam Dillencourt, CPA 16531 Bolsa Chica St Ste 206 Ellis & Associates Huntington Beach, CA 92649
71484xxxx0 sam@d*************.com 5 15
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
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
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
Alpha Cubed Investments 450 Newport Center Dr Ste 440, Newport Beach, CA 92660
94970xxxx3 alp**@a********************.com
Ikaria Inc 2721 Tulane Ave, Long Beach, CA 90815
90823xxxx0 mkg**********@m***********.com
Mission Wealth 1 Park Plz Ste 600 Irvine, CA 92614
94928xxxx0 ach****@m************.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
MDP Financial Services, Inc. 419 Main St #408, Huntington Beach, CA 92648
71474xxxx9 joh******@m*****.com
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
Trilogy Financial Services 17011 Beach Blvd Huntington Beach, CA 92647
71484xxxx7 a@t********.com 4.4 7
T N Investments Group 4120 W 5th St, Santa Ana, CA 92703 71443xxxx4
Perla Capital Group 4 Park Plz Ste 1240, Irvine, CA 92614 94925xxxx7
Global Infrastructure Solutions Inc 660 Newport Center Dr, Newport Beach, CA 92660
21364xxxx9 buf****@g***.com
I Q Investments Inc 1547 W Katella Ave, Orange, CA 92867 71453xxxx0
E Mortgage Capital 18071 Fitch Irvine, CA 92614
85556xxxx0 aab****@e***************.com 4.8 291 26311 114
Winten Investments 421 N Brookhurst St Ste 223, Anaheim, CA 92801 71477xxxx5
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
Special Asset Management 5661 Beach Blvd, Buena Park, CA 90621 94949xxxx3
Global Investment Solutions 1300 N Bristol St Ste 200, Newport Beach, CA 92660
94966xxxx0 ski******@e********.net
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
808 Renewable Energy 5011 Argosy Ave Ste 4, Huntington Beach, CA 92649 71489xxxx2
Thrivent Financial 34 Executive Park Ste 210, Irvine, CA 92614
80084xxxx6 a.v@t*******.com
Oconnor & Co Securities 2901 W Coast Hwy, Newport Beach, CA 92663
94976xxxx0 bst*****@o****.com
Santee Street Associates 23 W Yale Loop, Irvine, CA 92604 94955xxxx2
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
Mitchell Financial Solutions 201 Sandpointe Ave Ste 228, Santa Ana, CA 92707 71466xxxx2
Stone hatcher Financial 333 City Blvd W Ste 2050 Orange, CA 92868
71470xxxx6 inf*@b************************.com 5 2
Buckingham Investments 320 Pine Ave Ste 609, Long Beach, CA 90802
56262xxxx0 alh*********@b********************.com 507 6 534
Chi Luu - First Financial Security 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
71468xxxx2 chi*@f***********.com 5 2 5 18
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
Newport Beach Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4 aar************@r***********.com 17448 18000
Equico 575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0
Klarin and Associates 20101 SW Birch St Ste 210 Newport Beach, CA 92660
94983xxxx1 ame****@k******************.com 4.4 7
Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx2 abc***@u**.com
Podium Financial Group Inc 2183 Fairview Rd Ste 108, Costa Mesa, CA 92627
94951xxxx3 inf*@p**************.com
Investment Professionals 15 Rainstar, Irvine, CA 92614 94978xxxx1
Edward Jones 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 75
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
Wealth Management Corp 800 Newport Center Dr, Newport Beach, CA 92660 94972xxxx7 bra**********@s**********.com
TNL Car Title Loans 710 S Brookhurst St Ste J, Anaheim, CA 92804
65722xxxx0 3ce*************************************@w*****************.com
Bear Investments 2912 E Coast Hwy, Corona Del Mar, CA 92625 94921xxxx0
Van Uden, Mark J 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Great Park Insurance 10 Corporate Park Ste 130 Irvine, CA 92606
94938xxxx2 dan***@g*****************.com 5 505 4.9 750 644 2206
Anchor Investments 267 W 7th St, San Pedro, CA 90731 31054xxxx7
SunAmerica 3723 Birch St Ste 9, Newport Beach, CA 92660
94975xxxx2 aad*****@s*********.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
Allen Family Trust 1 Thunderbird Dr, Newport Beach, CA 92660 94964xxxx6
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
Sperry Van Ness 18881 Von Karman Ave Ste 800, Irvine, CA 92612
94970xxxx0 aar********@s**.com 1207 5
Pmb Securities 450 Newport Center Dr Ste 110, Newport Beach, CA 92660
94946xxxx0 j.k****@p************.com
Yaltin Investments 6 Monterey Cir, Corona Del Mar, CA 92625 94972xxxx0
Royal Alliance Associates Inc 2010 Main St Ste 130, Irvine, CA 92614
94955xxxx0 aba*****@r************.com 2760 26 3300
Bancap Investment Group 192 N Marina Dr, Long Beach, CA 90803
56225xxxx0 whi********@b*****.biz
Solomon's Investments 75 Tarocco, Irvine, CA 92618 94929xxxx2
Steadfast Properties 20320 SW Birch St, Newport Beach, CA 92660
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
Wealth Strategies Group 17011 Beach Blvd #150, Huntington Beach, CA 92647 71438xxxx4 1 1
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
Thai, Elizabeth P 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 86710 98000
Kingdom Wealth Stewards 294 Ambroise Newport Coast, CA 92657
94928xxxx0 jri********@k********************.com
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
Ameriprise Financial 660 Newport Center Dr Ste 740, Newport Beach, CA 92660
94971xxxx7 ame******************@a***.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
Henry, Daniel S 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8
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
Pacific Investment Management Company 310 White Cap Ln, Newport Coast, CA 92657
94972xxxx0 abc*******@p****.com
Burton Corp 740 W 16th St, Costa Mesa, CA 92627
94961xxxx0 aam***@b*****.com 767091 764000
Edward Jones - Financial Advisor: Markus Wong 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 72 74
Sierra Liquidity Fund 19772 Macarthur Blvd, Irvine, CA 92612
94966xxxx4 eli******@s**********.com
Gillespie, Thomas 2 Park Plz, Irvine, CA 92614
56230xxxx7 dns*****@a***.com
Soundboard Invest 2102 Serrano Ave, Newport Beach, CA 92661 94920xxxx9
Adventures Investments 205 Berkley St, Anaheim, CA 92804
61748xxxx3 aga*****@f*******.com
Davidson, Samuel J 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx9 abc*******@u**.com
Ruan Investments 1523 W Katella Ave, Anaheim, CA 92802 71479xxxx3
Legacy investments 2320 Harbor Blvd # 200, Costa Mesa, CA 92626 88861xxxx1
Royal Alliance Assoc Inc 12377 Lewis St Ste 102, Garden Grove, CA 92840 71475xxxx9
SchoolsFirst Federal Credit Union 18651 Brookhurst St Fountain Valley, CA 92708
84442xxxx0 aga****@s**************.org 4.8 40 4.8 88 94926 145 95000
JMB Financial Managers 43 Corporate Park, Irvine, CA 92606
94925xxxx4 inf*@j*********.com 73
Investments PDC 450 Newport Center Dr, Newport Beach, CA 92660 94970xxxx5
Girling Reig 332 Marine Ave, Newport Beach, CA 92662
94928xxxx2 dav*@g**********.com
Householder, Jeff 2121 E Coast Hwy, Corona Del Mar, CA 92625
94964xxxx6 acc**********@e**********.com 86718 98000
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
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
Southwest Investments 17962 Sky Park Cir, Irvine, CA 92614 94941xxxx6
Kodiak Capital Group 260 Newport Center Dr, Newport Beach, CA 92660
94943xxxx0 inf**@k**********.com
Quintessential Financial 2372 SE Bristol St Ste C Newport Beach, CA 92660
94977xxxx5 inf*@m************.com 6 5 1 4.6 153 69126 796 68000
Edward Jones - Financial Advisor: Mike Borgman 18200 Von Karman Ave, Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 1
Orange County Investment Group 2055 Loggia, Newport Beach, CA 92660 94954xxxx5
Elite Financial Network Inc 7561 Center Ave unit 17, Huntington Beach, CA 92647
86656xxxx2 cai****@e********************.com 5 1 206 8 210
PRATTES Wealth Partners
94927xxxx3 inf*@p************.com
Option One Investments 9599 Newfame Cir, Fountain Valley, CA 92708 71424xxxx4
R S Crum Inc 4 Upper Newport Plz, Newport Beach, CA 92660
94942xxxx6 car**@r*****.com
Greenfield & Associates 16742 Gothard St Ste 211 Huntington Beach, CA 92647
62638xxxx7 bao********@g************.us 5 4 4 4 5 6 6400
World Financial Group 2082 Business Center Dr Ste 190, Irvine, CA 92612 94954xxxx5
Cobalt Unlimited 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71489xxxx0 mel****@c****************.com 5 2 219 3 214
Warren Street Wealth Advisors 4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660
65750xxxx5 bla**@w*****************.com 5 17
Green Street Advisors 660 Newport Center Dr Ste 800, Newport Beach, CA 92660
94999xxxx0
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
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
Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 adm**@b*******.com
Combe, Jeremy, AGT 2 Park Plz, Irvine, CA 92614
94966xxxx0 dns*****@a***.com
Summit Lending 15183 Springdale St Huntington Beach, CA 92649
88845xxxx6 ben@s*******.com 5 142 4.8 112 992 52
Saint Investment Group Inc. 555 Anton Blvd Suite 225, Costa Mesa, CA 92626 71433xxxx0
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
Karl H Romero & Associates, Inc 1585 E 17th St Santa Ana, CA 92705
71454xxxx7 kar***********@w**********.com
Back Bay Funding 19600 Fairchild Ste 150, Irvine, CA 92612
94965xxxx0 ala*@w***********************.com 493 139 477
DKJ Investments 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0
Greenberg Graham Advisors 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx0 jgr****@g*********.com
Great Pacific Securities 151 Kalmus Drive Suite, H8, Costa Mesa, CA 92626
71461xxxx0 adm***@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
Sewon USA Inc 19772 Macarthur Blvd, Irvine, CA 92612 94993xxxx5
Wohl Investment Co 14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94970xxxx0 *re*@w*************.com
Chartist 5122 Katella Ave Ste 200 Los Alamitos, CA 90720 56259xxxx5
LPL Financial 4000 Birch St Ste 201d, Newport Beach, CA 92660
94955xxxx5 aar*********@l**.com 20010 214 21000
Lisa Chapman, CFP, Cima, CRPS-UBS Financial Services Inc 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx6
Amertm Investments Inc 1800 Palo Verde Ave, Long Beach, CA 90815
56249xxxx4
XOA TAX 2211 Michelson Dr Ste 900 Irvine, CA 92614
65782xxxx8 con****@x*****.com 5 3
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
Kallenberger Jones & Co 245 Fischer Ave, Costa Mesa, CA 92626
71443xxxx0 han*@k****************.com
Gates & Associates 16541 Gothard St Ste 104 Huntington Beach, CA 92647 71476xxxx0 5 2
Golden Westminster 14731 Goldenwest St, Westminster, CA 92683 71489xxxx9
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
Global Investments Inc 294 Ambroise, Newport Coast, CA 92657
94972xxxx7
Aarons & Aarons Inc. 2790 Harbor Blvd, Costa Mesa, CA 92626 71473xxxx5
Stamper Capital & Investment 2721 E Coast Hwy, Corona Del Mar, CA 92625
94967xxxx7 sep**********************@r************.com
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
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
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
M S G Investment Group 4717 W 1st St, Santa Ana, CA 92703 71441xxxx0
Matthew Investment Properties 16892 Bolsa Chica St Suite #203, Huntington Beach, CA 92649
71484xxxx5 inf*@m****************.com 1.7 3
David Rae Certified Financial Planner Huntington Beach, CA 92647
31075xxxx0 dav******@f*****************.com
Port Securities 2713 W Coast Hwy, Newport Beach, CA 92663
94957xxxx6 abr***@p**********.com
Orange Capital Management 333 S Anita Dr Ste 700 Orange, CA 92868
71463xxxx1 agu******@o**********************.com 3 2
Newport Assets Inc 14 Corporate Plaza Dr Ste 200, Newport Beach, CA 92660 94975xxxx3
Paul Lieu - Calton & Associates 15061 Springdale St Ste 107 Huntington Beach, CA 92649
71446xxxx6
Ck Cooper & Company 18300 Von Karman Ave Ste 700, Irvine, CA 92612 94947xxxx2
GLM & Investments 200 Main St, Huntington Beach, CA 92648 94920xxxx9
American Jl Investment Group 1442 Irvine Blvd, Tustin, CA 92780 71450xxxx8
Ameriprise Financial 4425 Jamboree Rd Ste 117, Newport Beach, CA 92660
94938xxxx7 dns*****@a***.com
Low, Andrew 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx7 abc***@u**.com
Prince Financial And Insurance Services 444 W Ocean Blvd Ste 1102 Long Beach, CA 90802
56247xxxx4 bpr****@p**************.net 5 14
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
La Chispa Investment 161 Fashion Ln, Tustin, CA 92780 71473xxxx7
Mellow, Allen R 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
BNY Mellon Investment Management and Investment Services 1600 Newport Ctr Dr Ste 200 Newport Beach, CA 92660
87742xxxx7 ada********@b********.com 1 1
Birch Capital 5000 Birch St Ste 3000, Newport Beach, CA 92660
88838xxxx7 ale*@b*******.com
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
Loan Services 14762 Colletta Pl, Westminster, CA 92683 71425xxxx7
Breeden, Clifford 14771 Plaza Dr, Tustin, CA 92780
94925xxxx4 dns*****@a***.com
Branch Investment Group 901 Dove St, Newport Beach, CA 92660 94975xxxx2
David Thompson - RBC Wealth Management Branch Director 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Angel Zhen, CPA EA MSTax 177 E Colorado Blvd Pasadena, CA 91105
66137xxxx5 ang*******@c**.com 4.7 89
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
H Roark Investment Banking Inc. 4750 Von Karman Ave, Newport Beach, CA 92660 94925xxxx5
Richard Rustin - LPL Financial Planning Services HUNTINGTN BCH, CA 92649
71437xxxx0 aar********@l**.com 20104 234 21000
Ameriprise Financial 1 Park Plz Ste 600, Irvine, CA 92614
94926xxxx1 ame******************@a***.com
Insight Investments 7012 Belgrave Ave, Garden Grove, CA 92841
71462xxxx0 aad****@i*****************.com
Edward Jones - Financial Advisor: Jared R Dahline 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 86737 98000
The Line SA Investors 3000 Westminster Ave, Santa Ana, CA 92703 71426xxxx7
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
Neuberger Berman 620 Newport Center Dr Ste 250, Newport Beach, CA 92660
94946xxxx0 abc***@n*.com
Ameriprise Financial 17822 17th St Ste 102, Tustin, CA 92780
71473xxxx1 ame******************@a***.com 132834
Bank of America Financial Center 7731 Edinger Ave Huntington Beach, CA 92647
71490xxxx3 and********@m*.com 1.4 67
Securities America Inc 4000 Westerly Pl, Newport Beach, CA 92660
94947xxxx6 aad********@s****************.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
Medici Capital 520 Newport Center Dr Ste 620, Newport Beach, CA 92660
94970xxxx5 inf*@m*****************.com
OC Financial Group 134 Liberty St, Tustin, CA 92782
94937xxxx4 joh*@o***************.com
P V Investments 2836 E Theresa St, Long Beach, CA 90814 56243xxxx7
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92802 71468xxxx0
Christenson, Peter 2 Park Plz, Irvine, CA 92614
94997xxxx4 dns*****@a***.com 55 57
Whittier Trust Company 3200 Park Center Dr Costa Mesa, CA 92626
94921xxxx0 aau**@w************.com 164 13 195
Mercer Advisors Wealth Management 620 Newport Center Dr, Newport Beach, CA 92660
80039xxxx4 adv***@m*************.com 2805 28 2800
3 2
Maxim Capitol Advisors Inc 4695 Macarthur Ct, Newport Beach, CA 92660
94975xxxx3 ant****@c******************.net
Edward Jones - Financial Advisor: Nathan Kieu 19742 Macarthur Blvd, Irvine, CA 92612
94972xxxx8 a.j*********@e**********.com 87631 100000
Healstone Investment 18818 Teller Ave Ste 270, Irvine, CA 92612
94955xxxx4 imp******@g****.com
Christopher Weil & Co Inc 4590 Macarthur Blvd, Newport Beach, CA 92660
94972xxxx4 c18*****************************@s*****.wixpress 53
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
Handmade Investments A I 17462 Von Karman Ave, Irvine, CA 92614 71439xxxx4
Lee Robinson CFP, EA 315 3rd St Ste C Huntington Beach, CA 92648
71496xxxx6 lee*****@v******.net 4.2 5
Wealth Management Services Inc 15771 Grey Oaks St, Westminster, CA 92683
71479xxxx9 inf*@w****.com
American Strategic Capital Inc. 949 S Coast Dr Ste 280, Costa Mesa, CA 92626 71452xxxx3
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
Sterling Tax Advocates Seal Beach, CA 90740
56259xxxx8 cct**********@r*******.com 5 7
Remedios Manzanilla Inc 11428 Artesia Blvd, Artesia, CA 90701 56286xxxx8
Tymatt Securities 4023 Birch St, Newport Beach, CA 92660 94925xxxx0
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
4MPC Inc 8 Premiere Pt, Newport Coast, CA 92657
94923xxxx8 fre*@w*******.com
Pacific Commercial Investments 333 Bayside Dr, Newport Beach, CA 92660
94972xxxx0 ada*@p*********.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
Barger, John 2961 W Macarthur Blvd, Santa Ana, CA 92704
94978xxxx6 a****00@a*******.com
United American Mortgage 19782 Macarthur Blvd Ste 250, Irvine, CA 92612
94947xxxx0 abe*****@u****.com
Diversified Real Estate Investments LLC 2400 E Katella Ave Ste 804, Anaheim, CA 92806 71490xxxx8
Mark Stickney-Financial Advisor, Ameriprise Financial Services 333 City Blvd W, Orange, CA 92868
81826xxxx0 dns*****@a***.com 34
Aura Investment Partners 5429 Residencia, Newport Beach, CA 92660
94987xxxx2 akk****@a*************.com
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
Edward Jones - Financial Advisor: Jaime A. Torres 7755 Center Ave Ste 1010, Huntington Beach, CA 92647 71490xxxx6
Equity Investments Group 419 Main St Ste 335, Huntington Beach, CA 92648
71484xxxx1 ann***********@e********************.com
Buchanan Street Partners 3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660
94972xxxx4 ade****@b*************.com 3.3 3
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
L Squared Capital Partners 3434 Via Lido, Newport Beach, CA 92663
94939xxxx8 aki****@l**********.com
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
Paul Barker - Financial Advisor, Ameriprise Financial Services - CLOSED 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx6 dns*****@a***.com
Crossharbor Capital Partners 520 Newport Center Dr, Newport Beach, CA 92660
94943xxxx0 aj@c*****************.com
Hammond Investment Group 14536 Brookhurst St Ste 101, Westminster, CA 92683 71453xxxx7
Clay Northam Wealth Management 6700 Pacific Coast Hwy Ste.100, Long Beach, CA 90803
56243xxxx8 bcl**@c**********.com
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
Community Capital Advisory Group 203 Danbrook, Irvine, CA 92603 94946xxxx7
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
Bradstreet Investment Co 121 Agate Ave, Newport Beach, CA 92662 94972xxxx2
Tustin Centre Holdings 1551 N Tustin Ave, Santa Ana, CA 92705
71455xxxx3 5 2
Knowlton Financial 3502 W Orange Ave, Anaheim, CA 92804 71468xxxx8
Belcourt Investments 3501 Jamboree Rd, Newport Beach, CA 92660 94972xxxx4
Online Trading Academy 17780 Fitch Ste 200 Irvine, CA 92614
88843xxxx2 abi*@t*************.com 3.9 132 109528 203 117000
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
BIS Realty And Investments 41 Greenfield, Irvine, CA 92614 94933xxxx4
Tommy Mai Financial 8201 Westminster Blvd Ste 202 Westminster, CA 92683
71498xxxx9
Pride Investments 14441 Beach Blvd Ste 207, Westminster, CA 92683 71427xxxx3
Hanley Investment Group 3500 E Coast Hwy Ste 100, Corona Del Mar, CA 92625
94958xxxx0 amo***@h***************.com 5 22 353 381
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
65723xxxx0 je**@t******************.com 5 44 40 71
Edward Jones - Financial Advisor: Amy Worth 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 acc**********@e**********.com 1 1 87586 100000
CB Investments 300 Pacific Coast Hwy #301, Huntington Beach, CA 92648
71477xxxx3 chr**@c************.com 5 30 954 951
Sullivan, Mackenzie 800 Newport Center Dr, Newport Beach, CA 92660
94923xxxx0 acc**********@m************.com
Heritage Prime Investments 18002 Irvine Blvd, Tustin, CA 92780
71450xxxx1 a.j*********@e**********.com 86737 98000
Werlemann Wealth Management 620 Newport Center Dr Ste 1100, Newport Beach, CA
IRA Source, LLC 100 Oceangate, Long Beach, CA 90802 56254xxxx6
Allan, Garth 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx5 abc*******@u**.com
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
The Reserve Investments 4100 Newport Place Dr, Newport Beach, CA 92660
94977xxxx1 cha***@r*****************.com 127 39 131
Ameriprise Financial Advisors 101 Main St Ste 220 Huntington Beach, CA 92648 71453xxxx4 5 1
Edward Jones - Financial Advisor: Tom Choi 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 87631 100000
Goodyear Investment Inc 17195 Newhope St Ste 209, Fountain Valley, CA 92708
71455xxxx0 cro*******@t********.com
Sequoia Property Investments 2195 Canyon Dr, Costa Mesa, CA 92627 94928xxxx9
Tax & Wealth Management 4501 Cerritos Ave Ste 202 Cypress, CA 90630
71494xxxx4 5 29 5 1
McGregor Financial Group Inc 19762 Macarthur Blvd, Irvine, CA 92612 94972xxxx8
Edward Jones - Financial Advisor: Bob Josten 307 Marine Ave, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 87631 100000
Usa Khemarak Inc 1372 Obispo Ave, Long Beach, CA 90804 56234xxxx5
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
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
Cymric Family Office Service 151 Kalmus Dr, Costa Mesa, CA 92626 71464xxxx2
NetCap Ventures Inc 4600 Campus Dr, Newport Beach, CA 92660 94925xxxx2
Labarthe, Jeff 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2
Edward Jones 2540 Main St Ste W, Irvine, CA 92614 94986xxxx6
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
Cooke Wealth Management 18881 Von Karman Ave Ste 1420 Irvine, CA 92612
94972xxxx0 coo********@c*************.com 5 2
Altura1 Investments LLC. 8 Corporate Park Ste 200, Irvine, CA 92606 94939xxxx6
Hattermann, Carl J 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx6 abc*******@u**.com
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
Westmont Investment Co 130 Newport Center Dr, Newport Beach, CA 92660 94976xxxx7
Newport Coast Capital Management 5000 Birch St Ste 600, Newport Beach, CA 92660 94972xxxx0
UBS Financial Services Inc 888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660 94976xxxx8 aar*******@u**.com 230237 243000
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
Viking Investments 17910 Sky Park Cir Ste 200, Irvine, CA 92614 94925xxxx0
Kelemen Caamano Investments 2860 Michelle, Irvine, CA 92606 94923xxxx2
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
Phillip Ngo - State Farm Insurance Agent 18382 Brookhurst St Fountain Valley, CA 92708
71496xxxx8 phi****@p**************.com 4.8 134
MetLife 310 Commerce Ste 150, Irvine, CA 92602
71473xxxx0 a@m******.com
Fifth Third Private Bank-Noel Hamilton 500 Newport Center Dr, Newport Beach, CA 92660
94961xxxx7 adr************@5*.com
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
Asher, Brian 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx2 acc**********@m************.com
Sage Point Financial 3723 Birch St, Newport Beach, CA 92660
94975xxxx2 dom****@a***********.com 2795 26 3300
Crescent Bay Advisors, Inc. 2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625
94971xxxx7 inf*@c******************.com
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
Wia 1 Newport Place Dr, Newport Beach, CA 92660 94985xxxx4
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
Ricky Martinez Associates Investment 18025 Sky Park Cir, Irvine, CA 92614 94933xxxx1
Man-Cal Inc 711 W 17th St, Costa Mesa, CA 92627
94972xxxx5 ap.*******@m*****.com
Baumgardner, Jay 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx8 alb************@u**.com
Upfront Advisor 94943xxxx4
Morgan Stanley Wealth Management 1221 E Dyer Rd, Santa Ana, CA 92705
71454xxxx0 aar***********@m***********************.com
Edward Jones - Financial Advisor: Sean Payne 13001 Seal Beach Blvd Ste 200 Seal Beach, CA 90740
56259xxxx2 a.j*********@e**********.com 4 4 149 153
KV Financial Services 9569 Bolsa Ave Westminster, CA 92683 71441xxxx9 5 2 5 3
Prudential Financial 3333 Michelson Dr, Irvine, CA 92612
94944xxxx0 aar*******************@p*********.com 558349 564000
Oak Bridge Advisors Inc 4000 Macarthur Blvd Ste 550, Newport Beach CA, 92660, Newport Beach, CA 92660
94968xxxx0 jaz**@o****************.com
Edward Jones - Financial Advisor: Hai B. Phan 18426 Brookhurst St Ste 206 Fountain Valley, CA 92708
71496xxxx0 acc**********@e**********.com 87586 100000
Tim Woodall 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx5 acc************@f************.com
Property Solved PO Box #7033, Long Beach, CA 90807
56288xxxx2 web******@e******.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
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
Investment Tax Strategy 48 Talmont, Newport Coast, CA 92657 94985xxxx9
Row Asset Management 450 Newport Center Dr, Newport Beach, CA 92660
94947xxxx1 ak@r****.com
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
NWM GROUP- Newport Wealth Management Group 23 Corporate Plz Newport Beach, CA 92660
94990xxxx9 5 2
Edward Jones - Financial Advisor: Ryan T Omoto, AAMS™ 19900 Beach Blvd Suite I, Huntington Beach, CA 92648
71496xxxx0 acc**********@e**********.com 4.5 2 87586 100000
Van Dyke Inc Investment & Wealth Management 18377 Beach Blvd Ste 325 Huntington Beach, CA 92648 71437xxxx0
MAP Alternative Asset Management Co 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94970xxxx0
Spectrum Asset Management Inc. 450 Newport Center Dr, Newport Beach, CA 92660
94995xxxx1 ach***@m*********.com 166767 126 187000
Triton Investment Advisors 18672 Florida St Ste 202B, Huntington Beach, CA 92648 71437xxxx0
BML Wealth Management 2 Park Plz Ste 280 Irvine, CA 92614
94968xxxx5 adv*****@b********.net 4.1 7 192 9
Warland Investments 11155 Knott Ave Ste J, Cypress, CA 90630
71437xxxx3 car*@w******.com
DJM Investments 3198 Airport Loop Dr, Costa Mesa, CA 92626
30558xxxx3 dav**@d*************.net
WMP Immigration 3711 Long Beach Blvd Ste 4555 Long Beach, CA 90807
56256xxxx4 inf*@w*************.com
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
Vestar/Gray INVESTORS 17622 Armstrong Ave, Irvine, CA 92614 94986xxxx1
Eladio Correa - Ameriprise Financial Services, Inc. 101 Main St Ste 220, Huntington Beach, CA 92648
71437xxxx0 dns*****@a***.com
Investor Solutions Group 18377 Beach Blvd Ste 323, Huntington Beach, CA 92648
71484xxxx5
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
Wells Fargo Advisors 6402 E Spring St, Long Beach, CA 90815 56242xxxx8
One Stop Realty & Financial 14351 Euclid St Ste 1S Garden Grove, CA 92843 71465xxxx1 5 14 4.6 22
Edward Jones - Financial Advisor: Jason Jiang 18200 Von Karman Ave Ste 560 Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 2
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
Swick Lam Assett Management 940 S Coast Dr, Costa Mesa, CA 92626 71485xxxx0
Kempton Accountancy 3420 Bristol St Ste 600 Costa Mesa, CA 92626
71494xxxx3 inf*@k*****************.com 5 2
Fidelity Investments 1600 Newport Center Dr Ste 100 Newport Beach, CA 92660
80036xxxx0 a61****@f*******.com 4 1 329254 353000
The Linzmeier Pitcher Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Bright Legacy Diamond Bar, CA 91765
21337xxxx5 cri*@b**************.com
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
LPL Financial 12341 Newport Ave, Santa Ana, CA 92705
71450xxxx1 aar********@l**.com 20003 207
Thuan Bui Santa Ana, CA 92704 71442xxxx2 5 1
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
Mark Looft 500 Newport Center Dr Ste 750, Newport Beach, CA 92660
94960xxxx7 abc*******@5*.com 221279 3553 223000
Graystone Investment Corporation 9465 Garden Grove Blvd Ste 200, Garden Grove, CA 92844 71433xxxx1
Confluence Wealth Management Group - Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com 16 15 20
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
O'Connor & Company Securities 234 E 17th St, Costa Mesa, CA 92627
94976xxxx0 bst*****@o****.com
Ihp Meridian 100 Bayview Cir, Newport Beach, CA 92660
94985xxxx1 aya*@i*****.com
Ameriprise Financial 6371 Forester Dr, Huntington Beach, CA 92648
94986xxxx0 ant*******@a***.com
John Stokes Financial 2030 Main St Ste 1300 Irvine, CA 92614
94947xxxx5 ala**@j******************.com 3.8 4
South Coast Wealth Management 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx7
Clarke Financial Group 17780 Fitch, Irvine, CA 92614
94922xxxx3 cbo**@c******.com
Pure Wealth Management Inc 10900 183rd St Ste 215, Cerritos, CA 90703
56286xxxx0 jas**@p*****.com 76 23 74
Pacific Alternative Asset Management 19540 Jamboree Rd Ste 400, Irvine, CA 92612
94926xxxx0 bbr***@p*****.com
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
CB Capital Partners Inc 620 Newport Center Dr, Newport Beach, CA 92660
94941xxxx0 dco*****@s*******************.com
Prisma Capital Partners LP 19540 Jamboree Rd, Irvine, CA 92612
94926xxxx0 aba******@p***********.com
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
SoCal Financial Planning 2552 Walnut Ave Ste 145 Tustin, CA 92780
94937xxxx4 5 1
First Allied Securities Inc 1200 Quail St Ste 225, Newport Beach, CA 92660
94947xxxx5 aab**@f**********.com
Diversified Real Property Management 180 E Main St Ste 101, Tustin, CA 92780
71454xxxx5 ahm**@d********.com
California Financial & Real Estate Center 16531 Bolsa Chica St, Huntington Beach, CA 92649 71484xxxx2
Unique Investment Corps 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 inf*@u*************.com
Koren Strategic Investments 1382 Valencia Ave, Tustin, CA 92780 71427xxxx5
Squires, Eric 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx3 ale*********@m*.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
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
Miracle Mile Advisors 660 Newport Center Dr, Newport Beach, CA 92660
94971xxxx6 abu************@m******************.com
Govind Investments, Inc 10591 Los Alamitos Blvd, Los Alamitos, CA 90720
56259xxxx9
City National Bank - Long Beach Marina 6398 E Pacific Coast Hwy Ste 100 Long Beach, CA 90803
56293xxxx0 aks*********@c**.com 5 3 5371 151 5900
First Foundation Bank 18101 Von Karman Ave Ste 750, Irvine, CA 92612
94920xxxx0 ada*@f*****************.com
Sail Properties, Inc. 315 3rd St D, Huntington Beach, CA 92648
71496xxxx1 acc*******@s*************.com 4.5 63 390 32
Multiple Club 3424 Via Oporto, Newport Beach, CA 92663
94955xxxx4
Silverwood Investment 19772 Macarthur Blvd, Irvine, CA 92612 94975xxxx0
Raymond James 14102 Montgomery Dr, Westminster, CA 92683
71489xxxx3 aar************@r***********.com
Cambridge Companies 660 Newport Center Dr, Newport Beach, CA 92660
88861xxxx6 abd******@c***********.com
South Coast Investment Properties 3151 Airway Ave, Costa Mesa, CA 92626
71454xxxx0 add****@e******.com 93375 122 93000
Acheron Investment Group 1203 Abelia, Irvine, CA 92606 94933xxxx8
Wealth Management Services 15771 Grey Oaks St Westminster, CA 92683
71479xxxx9 inf*@w****.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
Wells Fargo Advisors 301 E 17th St, Costa Mesa, CA 92627 94964xxxx2
E Star Inc 3751 S Harbor Blvd Ste A, Santa Ana, CA 92704
31037xxxx5 con****@p*************.org
Gold Alliance Serving theHuntington Beach Area 80045xxxx5
CWC Investment 507 N Bush St, Santa Ana, CA 92701 94985xxxx7
Edward Jones - Financial Advisor: Scott P Smith 16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 87586 100000
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
Wilshire Finance Partners 1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660
86657xxxx0 aba*****@w*********.com 143 4 151
California Private Wealth Management 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 94921xxxx9
Apella - Huntington Beach 5011 Argosy Ave, Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 5 3 44
5 3
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
Clearview Investment Partners 250 Newport Center Dr Ste 300, Newport Beach, CA 92660 94920xxxx0 fir**@c******.com
Amethyst Investment 200 Via Antibes Apt 3, Newport Beach, CA 92663 94972xxxx6
Sol Terra Estates & Lending Inc. 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94962xxxx5 geo***@s**************.com 363 7 354
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
Charles Schwab 16 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx8 ada**********@s*****.com 5 5
Classic Investments 3020 Pullman St, Costa Mesa, CA 92626 94935xxxx9 a.a**********@t****.com 4.3 438
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
PruVise, Inc 4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660
94979xxxx4 leg**@c************.com 5 1
Trust Deed Capital 120 Newport Center Dr, Newport Beach, CA 92660
94948xxxx6 a@t***************.com 23
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
Ahlstrom & Baker CPAs 10621 Calle Lee Ste 153 Los Alamitos, CA 90720
71452xxxx2 c18*****************************@s*****.wixpress 5 2
Stumpo Wealth Management Group 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56234xxxx9 abc*******@u**.com 5 2
Insight Investments 611 Anton Blvd Ste 700, Costa Mesa, CA 92626
71493xxxx0 aad****@i*****************.com
USA Express Loans CA LLC 375 Redondo Ave #604, Long Beach, CA 90814
83387xxxx7 joh*@u**************.com
Baker Jensen Invstmnt Advisors 1001 Dove St Ste 240, Newport Beach, CA 92660 94983xxxx0
Daniel Henry - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx8 rbc*********@r**.com
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
King Financial Group 3020 Old Ranch Pkwy Ste 190 Seal Beach, CA 90740
56249xxxx6
Realty Investment Assn-Calif 17802 Irvine Blvd Ste 117, Tustin, CA 92780
71454xxxx4 ell********@y****.com 38
Kremer Co 260 Newport Center Dr, Newport Beach, CA 92660 94975xxxx2
Vline Investment 9501 Erskine Dr, Huntington Beach, CA 92646 71441xxxx3
Belcourt Investments Inc 3 San Joaquin Plz, Newport Beach, CA 92660 94972xxxx0
Pena J Anthony, EA, CFP Garden Grove, CA 92840 71475xxxx9 5 6
Monarch Bay Securities 5000 Birch St Ste 4800, Newport Beach, CA 92660
94937xxxx0 ada**@b***********.com 153
Scottrade 7012 Edinger Ave Ste 103, Huntington Beach, CA 92647
71484xxxx1 dns*****@s*****.com
Pacific Financial Plaza 880 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 jan*****@i******************.com 1307
Investment Brokerage 2721 E Coast Hwy, Corona Del Mar, CA 92625 94956xxxx1
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
Edward Jones - Financial Advisor: Jade Berniard 17822 17th St Ste 405, Tustin, CA 92780 71483xxxx6
Kenrock Investment 19000 Macarthur Blvd, Irvine, CA 92612 94944xxxx3
Ceres Investment Group 927 S Webster Ave, Anaheim, CA 92804 94925xxxx6
Sterne Agee Equity Capital 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660
94972xxxx1 age******@s*********.com
Couyoumjian Asset Mgnt 15145 Woodlawn Ave, Tustin, CA 92780
71421xxxx4 ach**********************@g****.com
Dynamic Property Group, LLC 5500 Bolsa Ave #201, Huntington Beach, CA 92649
71474xxxx3 rec******@d*****.com 4.1 39
The Maize Lasker Group-Morgan Stanley 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx4 acc**********@m************.com
Financial Resources Group 610 Newport Center Dr Ste 200 Newport Beach, CA 92660
94995xxxx5 inf*@f********************.com 2.8 6
Capstone Lending Corp 6061 Dale St, Buena Park, CA 90621
71452xxxx1 but**@c**************.com 76 79
Bob Hintz - Thrivent 5200 Warner Ave Ste 107, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Edward Jones 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 25
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Caligiuri Investment Svc 458 Gaviota, Newport Beach, CA 92660 71454xxxx0
D & H Investments 11652 Knott St, Garden Grove, CA 92841 71489xxxx9
Owen, Timothy 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ale*********@m*.com
Rockwater Financial Services 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 aco**@e*************.com
Windfall Advisors 620 Newport Center Dr Ste 1100 Newport Beach, CA 92660
31040xxxx4 inf*@w***************.com
Edward Jones 12341 Newport Ave Suite B-100, Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 15
RCP Advisors 1111 Bayside Dr, Corona Del Mar, CA 92625
94933xxxx0 aab***@r**********.com
Silent Production Group 4347 Green Ave, Los Alamitos, CA 90720 56243xxxx4
Nagy, Christopher, AGT 5242 Katella Ave, Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
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
Marino Investment Company 3636 Birch St Ste 200, Newport Beach, CA 92660
94997xxxx2 eri*@m****************.com
KYL Enterprise Inc 13816 Red Hill Ave, Tustin, CA 92780 90966xxxx6
Miramontes Capital 5251 California Ave, Irvine, CA 92617
94982xxxx7 ang**********@m****************.com 5 25 1920 6 1900
Stifel - Van Horn Financial Group 6700 E Pacific Coast Hwy Ste 230 Long Beach, CA 90803
56248xxxx7 sem*******@s*****.com 4780 5200
Wealth Management Services Inc 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Mka Capital Group Advisors 1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94972xxxx0 adm**@m*****.com
First Republic Bank 3991 Macarthur Blvd Ste 300 Newport Beach, CA 92660
94975xxxx8 acc************@f************.com 3.3 11 2.5 17
The Northern Trust Of Chicago 660 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 dns**********@n***.com
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
Aristotle Capital MGMT 840 Newport Center Dr, Newport Beach, CA 92660
94999xxxx0 abe********@a***********.com 5000
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
Santee Street Assoc 69 E Yale Loop, Irvine, CA 92604 94955xxxx6
Innovate Partners Inc 20371 Irvine Ave, Newport Beach, CA 92660
94950xxxx2 and***********@i******************.com
LA Wealth Management 3200 Park Center Dr Floor 14, Costa Mesa, Ca 92626
31098xxxx2 joh*@l*****************.com 5 3
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
Mercapital 10900 183rd St, Cerritos, CA 90703 56240xxxx0
McKay, Clive 5242 Katella Ave, Los Alamitos, CA 90720
56298xxxx0 dns*****@a***.com
Hammett, Michael Robert 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx2 abc***@u**.com
RLH Equity Partners 18300 Von Karman Ave, Irvine, CA 92612
94942xxxx0 aad***@r********.com
Primerica Financial Services 16835 Algonquin St # 209, Huntington Beach, CA 92649
71490xxxx4 a.-*******************@p********.com 4.5 2 148548 3572 159000
Branch Investment Group 20341 SW Birch St, Newport Beach, CA 92660 94975xxxx2
Quad Investment Group Inc 2901 W Coast Hwy, Newport Beach, CA 92663
94925xxxx2 inf*@s******.com 241 247
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
MetLife 3611 S Harbor Blvd, Santa Ana, CA 92704
71466xxxx0 a@m******.com 697124 4075 683000
Wedbush Securities Inc 500 Newport Center Dr, Newport Beach, CA 92660
21368xxxx0 a.c**@w******.com 4507 289 4500
Sheridan Capital Advisory 17870 Sky Park Cir, Irvine, CA 92614
94959xxxx0 abr*****@s**********.com
TCI Corp Serving theHuntington Beach Area 94949xxxx5
Neozyme 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
Drake-Kerrison, Gianna 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx6 abc*******@u**.com
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
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
J Y & J A Investment 15435 Jeffrey Rd, Irvine, CA 92618 94955xxxx0
Anahurst Investors 2140 S Main St Ph 10, Santa Ana, CA 92707 71488xxxx7
The Chartist Inc 5122 Katella Ave Ste 200, Los Alamitos, CA 90720
56259xxxx5 con******@t**********.com
Netsyntropy 27 Chicory Way, Irvine, CA 92612 94956xxxx2
Farmers Insurance - Theresa Simes 17165 Newhope St Ste F Fountain Valley, CA 92708
71496xxxx0 abc*******@f******.com 5 67 4.9 40 5 46 351 135 379
Riverland Investments 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx3
Wells Fargo Advisors 13916 Seal Beach Blvd, Seal Beach, CA 90740
94925xxxx4 a-w***************@w*****************.com 189215
Elite Alliance Investments 14252 Culver Dr, Irvine, CA 92604 94927xxxx8
RCP Advisors 620 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 a.j*********@e**********.com
Menlo Equities Serving theHuntington Beach Area
94975xxxx1 a****@m************.com
Sunny Brian 765 The City Dr S, Orange, CA 92868 71474xxxx0
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
Williams Tax & Financial Services 4474 Cerritos Ave Los Alamitos, CA 90720
56249xxxx3 inf*@w**********************.com 4.8 23 4.8 17
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
Stifel | Ron Witter 520 Newport Center Dr Ste 1500, Newport Beach, CA 92660
94925xxxx9
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
Metlife 5 Park Plz Ste 1900, Irvine, CA 92614
94922xxxx0 abc***@m******.com 696170 4074
Home Sweet Home Investment 2127 W Orangewood Ave, Orange, CA 92868 71461xxxx8
Cali Beauty Supply Investment 16300 Sandalwood St, Fountain Valley, CA 92708 71489xxxx0
Mizrahi Investments 450 Newport Center Dr, Newport Beach, CA 92660 94928xxxx6
Cacciamatta, Victoria 1901 Main St, Irvine, CA 92614
94995xxxx1 acc**********@m************.com
Financial Partners Credit Union 16348 Beach Blvd Westminster, CA 92683
88865xxxx2 ada****@f***.org 3.7 17 3.1 19
Titans Management Inc. 3425 E Broadway, Long Beach, CA 90803 56247xxxx9
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
Avalon Capital 305 E Bay Ave, Newport Beach, CA 92661 94967xxxx5
Newport Sales and Investments LLC Newport Beach, CA 92663 94997xxxx7
Reckinger, Robert A 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
Edward Jones - Financial Advisor: Nailah Khan 202 Argonne Ave Ste A Long Beach, CA 90803
56278xxxx7 a.j*********@e**********.com 231 2 243
Surf City Financial Group 15205 Springdale St Huntington Beach, CA 92649
71437xxxx0 bri**@s*********************.com 5 6 185 50 188
Jynormus LLC 19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 94943xxxx2
Bharmal and Associates 2082 Business Center Dr Ste 190 Irvine, CA 92612
71489xxxx6 ale******@b**********.com 4.8 149
Raymond James Financial Services 4501 Cerritos Ave, Cypress, CA 90630
56252xxxx0 aar************@r***********.com 17355
Mission Capital Advisors 23 Corporate Plaza Dr Ste 120, Newport Beach, CA 92660
94970xxxx1 adr*******@m*********.com
Douglas Investments Co 4642 Kimberwick Cir, Irvine, CA 92604 94955xxxx1
Fairview Medical 1002 N Fairview St, Santa Ana, CA 92703 71448xxxx8
Prudential Financial 14200 Culver Dr, Irvine, CA 92604
94955xxxx1 abc*******@p*********.com
Systematic Financial Management LP 500 Newport Center Dr Ste 200, Newport Beach, CA 92660
94971xxxx1 apa***@s****.com
Elite Advisory Group 2130 Main St Ste 130 Huntington Beach, CA 92648
71496xxxx8 bma**@e*****************.com 3.7 3
Prime Tax Solutions 18672 Florida St Ste 202B Huntington Beach, CA 92648
71478xxxx2 ail**@p****************.us 5 14
Speedy Credit Repair Inc. 117 Main St # 202, Huntington Beach, CA 92648
88872xxxx4 chr**@s*****************.com 4.8 39 36
TD Ameritrade 6636 E Pacific Coast Hwy, Long Beach, CA 90803
80066xxxx0 aam***********@t***********.com 393051 400000
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
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
Collins Bay Island Securities 1111 Bayside Dr, Corona Del Mar, CA 92625
94964xxxx1 bud**@c*********.com
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
JST Investment Consulting 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56299xxxx8 5 2
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
michael coleman, ph.d 2124 Main St, Huntington Beach, CA 92648
71496xxxx6 bem*******@u*************.com 5.02
Milestone Wealth Management & Insurance Solutions 17011 Beach Blvd Ste 900 Huntington Beach, CA 92647
71446xxxx5 rya*@c***************.com
Rockwater Financial Services 2010 Main St Ste 130, Irvine, CA 92614 94925xxxx0
Ameriprise Financial 4199 Campus Dr Ste 550, Irvine, CA 92612
94997xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™ 505 S Villa Real Ste 201, Anaheim, CA 92807
71463xxxx8 a.j*********@e**********.com 87630 100000
Insite Investment Realty 4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660 94967xxxx0
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
Eagle Tax Res - California 100 W Main St Ste 7 Tustin, CA 92780
94941xxxx5 eag************@d*****************.com 4.7 84
Capital Investment Network 414 Walnut Ave #5158, Huntington Beach, CA 92648
71496xxxx9 cre******@c***********************.com 5 1
Elliott Investment Co Inc 39 Linda Isle, Newport Beach, CA 92660 94995xxxx3
Newport Wealth Advisors 4695 MacArthur Ct Fl 11 Newport Beach, CA 92660
87769xxxx7 a@n********************.com 4.2 5
Margolis Enterprises 567 San Nicolas Dr Ste 360, Newport Beach, CA 92660
94971xxxx0 aad**********@c********.com 400216 406000
Boutique Investments 108 Onyx Ave, Newport Beach, CA 92662 94947xxxx1
Wedbush Securities 1600 Newport Center Dr Ste 100, Newport Beach, CA 92660
94971xxxx0 a.c**@w******.com 4508 289 4500
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
Villasenor, Nicholas 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx8 abc***@u**.com
LA Wealth Management 100 W Broadway Ste 3000 Long Beach, CA 90802
31098xxxx2 car*****@l*****************.com 5 3
Personal Financial Svc Co 3010 Old Ranch Parkway, Suite 350, Seal Beach, CA 90740 56259xxxx0
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
Lexan Investment Co 10451 Bolsa Ave, Westminster, CA 92683 71441xxxx8
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
42434xxxx8 dns*****@a***.com
Farmers & Merchants Bank 7125 Yorktown Ave Huntington Beach, CA 92648
71446xxxx1 acc**********@f**.com 3.2 15
Monarca Investment 2014 S Main St, Santa Ana, CA 92707 71454xxxx2
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
Balteanu, Andrea, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com
Forrest Binkley & Brown 2721 E Coast Hwy, Corona Del Mar, CA 92625 71439xxxx8
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
Reo World Inc 19 Corporate Plaza Dr, Newport Beach, CA 92660 94947xxxx0
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
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
Corellia Finance & Tax 511 E 1st St Ste H Tustin, CA 92780
94922xxxx1 inf*@c**********.com 4.9 35
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
RailWorks Corporation 5405 Alton Pkwy, Irvine, CA 92604
95246xxxx7 aan***@r********.com
Dhe Investment Inc 2082 Business Center Dr, Irvine, CA 92612 88832xxxx6
Bablot Investments 12791 Newport Ave, Tustin, CA 92780 71473xxxx6
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
Klein Financial Advisors 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx0 geo***@g*******.com 225
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Western Capital Advisors - Ameriprise Financial Services 2020 Main St Ste 250, Irvine, CA 92614
94933xxxx7 dns*****@a***.com
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
Acorns Grow Inc 5300 California Ave Bldg 1, Irvine, CA 92617
85573xxxx9 cop******@a*****.com
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
The Office of Terrie Bui - Financial Planning, Tax and Insurance 500 N State College Blvd Ste 1100 Orange, CA 92868 71483xxxx2 5 30
Richland Communities 3161 Michelson Dr, Irvine, CA 92612
94926xxxx0 bco****@r******************.com
Bockhold Investment Group 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 12191 14000
Ebert & Associates 2000 E 4th St, Santa Ana, CA 92705 71495xxxx4
Pence Wealth Management 5000 Birch St Ste 8000 Newport Beach, CA 92660
80073xxxx3 aay************@p**********.com 2 1 1233 37 1300
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
Keep It Simple Financial Planning 333 City Dr Ste 1700 Orange, CA 92868
87741xxxx2 con****@k********************.com 5 9 2528 5 3800
Clarity Capital Partners 5000 Birch St Ste 100, Newport Beach, CA 92660
80080xxxx6 bba***@c****************.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
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
J Cal Investments 2699 White Rd, Irvine, CA 92614 94970xxxx6
Ambit 4630 Campus Dr, Newport Beach, CA 92660
86638xxxx1
Honari, Pedram 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 ale*********@m*.com
Shin, Stephen 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 12815
SPJ Investments 6781 Quail Hill Pkwy, Irvine, CA 92603 94941xxxx9
Buckingham Strategic Wealth 3 Park Plz Ste 420, Irvine, CA 92614
87769xxxx2 adm**@b****************.com 553 6 650
Sutro & Company 310 Newport Center Dr, Newport Beach, CA 92660 94972xxxx1
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
Romero Wealth Management 2520 N Santiago Blvd Orange, CA 92867
71454xxxx7 doe**@r*******.com 4.8 5
PATRICK T. HSU, CPA 7927 Garden Grove Blvd., Garden Grove, CA 92841 71489xxxx6
MetLife 1301 Dove St Ste 200, Newport Beach, CA 92660
94986xxxx1 a@m******.com
Ameriprise Financial Services Inc 2 Park Plz, Irvine, CA 92614
94925xxxx0 dns*****@a***.com
WestPac Wealth Partners 949 S Coast Dr, Costa Mesa, CA 92626
94927xxxx0 aar***********@w************.com 54314 37 104000
Rod & Staff Investments 17406 Oak St, Fountain Valley, CA 92708 71484xxxx5
James Hendries - Lpl Financial 7777 Center Ave Ste 120 Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 4.4 7 3.7 3 157
Structured Investments Co 5731 Mcfadden Ave, Huntington Beach, CA 92649 71489xxxx0
BBVA Compass 2050 Main St Ste 650, Irvine, CA 92614 94973xxxx0
Pinecreek Investment Co 5000 Birch St, Newport Beach, CA 92660
94947xxxx0 aac******@p***************.net
Ranakaran Investment 9480 Talbert Ave, Fountain Valley, CA 92708 71437xxxx8
Bank of America Financial Center 5812 Edinger Ave Huntington Beach, CA 92649
71484xxxx1 and********@m*.com 2 32
Edward Jones 7755 Center Ave Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 5 2 86726 98000
Hobert Wealth Management 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
80074xxxx8 ert@h*******.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
Silver Summit Financial 16902 Bolsa Chica St, Huntington Beach, CA 92649 71494xxxx8 4.01
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
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
Reed Investment Co 1400 Bristol St N Ste 140, Newport Beach, CA 92660 94985xxxx9
Hitzler, Gary, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx5 ame******************@a***.com 132834
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
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