Business List: Wealth Management in Garden Grove, CA, USA

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De La Pena, Kristopher, CFP 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 78
Gilbreth, Stephen 2 Park Plz, Irvine, CA 92614
94997xxxx4 ame******************@a***.com 132834
Hari Om Investments Limited 6145 E Joan D Arc Cir, Orange, CA 92869 71499xxxx6
TMC Group Income Tax 13861 Brookhurst St Ste 3 Garden Grove, CA 92843
71448xxxx4 5 7
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
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
Doug Bailey - RBC Wealth Management Branch Director 3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740
56279xxxx4 rbc*********@r**.com
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
Baton Secured Investment Inc 1525 N Endeavor Ln, Anaheim, CA 92801 71468xxxx1
Ascendiant Securities 4 Park Plz, Irvine, CA 92614
94925xxxx2 aow**@a*********.com
Hutto Dean Financial Advisors 1590 N Batavia St Ste 3 Orange, CA 92867
71428xxxx0 gar*@h********.com 4 4 525
Sun Pacific Group 17595 Harvard Ave, Irvine, CA 92614 94951xxxx9
Cantrell / Orr / Phillipp Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
56234xxxx3 abc*******@u**.com
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
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
Periscope Wealth Advisors 160 N Riverview Dr ste 101, Anaheim, CA 92808
94934xxxx1 ale*@p**********************.com 4.8 16
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
Advance Financial 9081 Bolsa Ave, Westminster, CA 92683
71469xxxx4 and*************@a******************.com
Pcre Investment Group 9430 Warner Ave, Fountain Valley, CA 92708 71448xxxx9
Hassan Rashwan 2424 W Ball Rd, Anaheim, CA 92804
71498xxxx4 hsn***@g****.com 4.9 15 4.9 15
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
California Financial & Real Estate Center 16531 Bolsa Chica St, Huntington Beach, CA 92649 71484xxxx2
Sunpath Financial 100 Bayview Circle Ste 100 Newport Beach, CA 92660
94967xxxx8 525*************************************@w*****************.com 5 12
Ameriprise Financial 500 N State College Blvd Ste 1100, Orange, CA 92868
71468xxxx4 dns*****@a***.com
Bob Hintz-Thrivent 5200 Warner Ave, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Inno Cal Venture 650 Town Center Dr, Costa Mesa, CA 92626
71485xxxx4
Heenan Financial 4657 Hazelnut Ave, Seal Beach, CA 90740
56259xxxx8 aar********@l**.com
THK Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Merrill Lynch Wealth Management 650 Town Center Dr Ste 500, Costa Mesa, CA 92626
71442xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: John Thomas Patton 940 S Coast Dr Ste 250, Costa Mesa, CA 92626 71448xxxx9
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
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
Wells Fargo Advisors 15056 Rosecrans Ave, La Mirada, CA 90638 71452xxxx4
Wise Steward Royal Alliance 4883 E La Palma Ave, Anaheim, CA 92807
71476xxxx3 chi*******@w**********.com
Hudzietz Income Tax 4622 Katella Ave Ste 201 Los Alamitos, CA 90720
56231xxxx3 ash***@h****************.com 5 2 4.8 127
Majestic Financial Group 500 N State College Blvd Suite #1100, Orange, CA 92868 71442xxxx9
Townsend Investments Inc 787 Windward Way, Costa Mesa, CA 92627 71472xxxx3
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
Stephen P Kearns - Regional Director, Ameriprise Financial Services 611 Anton Blvd Ste 200, Costa Mesa, CA 92626
71443xxxx5 dns*****@a***.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
Ameriprise Financial 1 Park Plz Ste 360, Irvine, CA 92614
94938xxxx6 dns*****@a***.com 184 23 190
RBC Wealth Management Branch - Long Beach 3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740
56279xxxx2
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
Cygni Capital Partners 245 Fischer Ave, Costa Mesa, CA 92626 71454xxxx3
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
G T Inspections San Juan Drive, Fullerton, CA 92831 71490xxxx1
Wells Fargo Advisors Anaheim, CA 92806
71494xxxx0 agi***@a*.nv 188701 190000
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
Mollison & Sediqi Wealth Management Group 11021 Winners Circle Way Ste 105, Los Alamitos, CA 90720
71459xxxx7 den***@m**********************.com
Best Investment Realty 17699 San Simeon St, Fountain Valley, CA 92708 71465xxxx4
FWH Financial Group Inc 12387 Lewis St #101, Garden Grove, CA 92840
71475xxxx6 inf*@f***********.com 3.7 3
U.S. Bank – Wealth Management Banker: Kenia Bravo 13525 Whittier Blvd, Whittier, CA 90605
56269xxxx9 ale************@u*****.com 345636 5049 348000
Morgan Stanley Wealth Management 8150 La Palma Ave, Buena Park, CA 90620
71482xxxx2 aar***********@m***********************.com
Skelly, Tim 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx4 acc**********@m************.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
Trotter George E Jr Trust Es 2032 La Colina Dr, Santa Ana, CA 92705 71454xxxx9
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
Maureen Flanagan 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx0 add********@f************.com 90275 115000
Andorra Investment Management 5941 E Naples Plz, Long Beach, CA 90803
56243xxxx0 and****@a******.com 29
Atlas Wealth Group 2230 W Chapman Ave, Orange, CA 92868 94935xxxx3
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
Fidelity Investments 815 E Birch St, Brea, CA 92821
80052xxxx1 a61****@f*******.com 4 30 320194
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
Riverdale Condominiums Hemet 1301 Dove St Ste 1080, Newport Beach, CA 92660 94985xxxx0
Tim Woodall 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 add********@f************.com
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
World Financial Group 187 W Orangethorpe Ave, Placentia, CA 92870
71472xxxx6 con****************@t***********.com 82300 2050 86000
Veritrust Financial 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx0
R P Investments 2107 W Coronet Ave, Anaheim, CA 92801 71477xxxx4
Edward Jones - Financial Advisor: Anna Li 15739 Imperial Hwy, La Mirada, CA 90638
56294xxxx7 a.j*********@e**********.com 85136
Latham Wealth Management 5150 Pacific Coast Hwy # 200, Long Beach, CA 90804
56234xxxx0 chr*********@l**.com 101 105
Mazzotta, David P 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
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
JJ Global Investment 9192 Garden Grove Blvd Ste B Garden Grove, CA 92844
71420xxxx8 5 3 5 6
M & H Investment Co 2600 Camino Del Sol, Fullerton, CA 92833 71444xxxx8
Suzanne Linn, CPA 801 E Chapman Ave Ste 109, Fullerton, CA 92831
71429xxxx5 ebe*@e*******.com
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
Edward Jones - Financial Advisor: Paolo Quiroga 17777 Center Court Dr Ste 225 Cerritos, CA 90703
56280xxxx0 a.j*********@e**********.com 5 1 85462 94000
Sessions, Shawn 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
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
SunAmerica 14111 Freeway Dr, Santa Fe Springs, CA 90670
56240xxxx2 aad*****@s*********.com
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
Chieuchin, Norannsy 2 Park Plz, Irvine, CA 92614
94966xxxx9 dan***********@a***.com 131
QUAD ENTERPRISES LLC 1048 Irvine Ave Ste 196, Newport Beach, CA 92660 94946xxxx2
Newcap Partners Inc 2082 Michelson Dr, Irvine, CA 92612
94966xxxx9 bua**@n*****.com
Spectrum Asset Mangemet, Inc. 1301 Dove St Ste 970, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 166767 126 187000 1 1
Capital Resources & Insurance 5500 Bolsa Ave # 145, Huntington Beach, CA 92649
71490xxxx0 dka****@c*********.com
Compass Diversified Holdings 275 Mccormick Ave, Costa Mesa, CA 92626
94933xxxx3 cod****************************@c************.com
Flash Back 11432 South St # 206, Cerritos, CA 90703
87829xxxx0 gra**********@g****.com
Warland Investment Co 6100 Gateway Dr, Cypress, CA 90630 71425xxxx5
Vasiljevic, Luka 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
FCA 1240 N Lakeview Ave Ste 170 Anaheim, CA 92807 71423xxxx0 5 1
Apella – Huntington Beach 5011 Argosy Ave, Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 5 3 144 166
Edward Jones - Financial Advisor: Charles Gustafson 3230 E Imperial Hwy, Ste 175 Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 5 9
Brian Wilverding-Private Wealth Advisor, Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
85853xxxx1 ado********@a***.com
Pacific Coast Asset Mgmt 1224 S Beach Blvd, Anaheim, CA 92804 71475xxxx8
All Points Investments 12522 Brookhurst St, Garden Grove, CA 92840 71463xxxx5
Avantax Investment Services 800 S Harbor Blvd, Anaheim, CA 92805
94924xxxx2 day**@m*******.com
Nationwide Trading Group 736 W Lamark Dr, Anaheim, CA 92802
71429xxxx0
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
World Financial Group 187 E Orangethorpe Ave, Anaheim, CA 92801 71472xxxx6
Fernandez Financial Advisory 5212 Katella Ave # 205, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
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
Lortie Warren Associates Inc 1001 Dove St Ste 220, Newport Beach, CA 92660
94967xxxx7 ash***@j************.com
Cherie A Jones - Financial Advisor, Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com
Raymond James Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
71496xxxx0 aar************@r***********.com 5 6 17482 18000
Coast Capital 3400 Irvine Ave Ste 205, Newport Beach, CA 92660 94922xxxx2
Four D Investments of Cal 8201 Westminster Blvd, Westminster, CA 92683 71493xxxx2
Acosta Investments 2900 Bristol St, Costa Mesa, CA 92626 71454xxxx4
Waider Financial & Insurance Services, Inc. 3030 Old Ranch Pkwy # 375, Seal Beach, CA 90740
56298xxxx0 hea****@w********.com 3 2
Morgan Stanley Wealth Management 408 Merrywood Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com
Gomberg McQuilkin Wealth Management Group 701 S Parker St, Orange, CA 92868
71449xxxx6 jod**@g**********************.com
Comprehensive Financial Services 18101 Von Karman Ave, Irvine, CA 92612 94955xxxx1
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division 680 Langsdorf Dr Ste 204, Fullerton, CA 92831
71477xxxx0
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Crossroads Planning 765 City Dr S Ste 390 Orange, CA 92868
71479xxxx2 joh*******@c******************.com 4.9 123 270 68
St Paul Investments 3700 S Susan St, Santa Ana, CA 92704 31089xxxx5
Pacific Coast Capital Management 3780 Kilroy Airport Way Suite 310, Long Beach, CA 90806
56237xxxx0 dia******@p*************.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
Financial Strategies-Wealth Management Group 6 Hutton Centre Dr, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com
Optima Asset Management Services Inc 1600 Dove St Ste 480, Newport Beach, CA 92660
94985xxxx0 *nn*@o**********.com
Pacific Premier Bank 17901 Von Karman Ave Ste 1200, Irvine, CA 92614
94947xxxx5 aag*******@p***.com
Inco Commercial Brokerage 14700 Firestone Blvd Ste 111, La Mirada, CA 90638 71452xxxx0
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
Compass Funding 2168 Walker Ln, Fullerton, CA 92833 21350xxxx9
Jackson Tidus 2030 Main St Ste 1200, Irvine, CA 92614
94975xxxx5 abe*******@j***********.law
Bufkin Investment LP 817 W Glenwood Ter, Fullerton, CA 92832 71452xxxx2
Goldberg, Ben 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx6 rbc*********@r**.com 12830
Haberl Wealth Management 7777 Center Ave Ste 120, Huntington Beach, CA 92647
71462xxxx9 chr**@h***********.com 264 256
Capital Management Realty, Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 4.9 76 4.7 5 271 260 277
Centaurus Financial Inc 1820 W Orangewood Ave Ste 106, Orange, CA 92868 71494xxxx0 aar*******@c*****************.com 330 15
Independent Capital Management 695 Town Center Dr Ste 530, Costa Mesa, CA 92626
94945xxxx0 che***@j******.com
Green Plant Investments Inc 1430 S Euclid St, Fullerton, CA 92832 71421xxxx1
Wells Fargo Advisors 2700 N Main St, Santa Ana, CA 92705 71497xxxx6
SAI Capital Management 3010 Old Ranch Pkwy # 460, Seal Beach, CA 90740 56259xxxx0
Zion Investments Funds 17620 Fitch, Irvine, CA 92614 94939xxxx7
Minival Investment Inc 2102 Westminster Mall, Westminster, CA 92683 71489xxxx5
Balsis, John 16168 Beach Blvd, Huntington Beach, CA 92647
94988xxxx0 a****00@a*******.com
David Tipple - Financial Advisor 12976 Main St, Garden Grove, CA 92840
71446xxxx4 aab****@b************.com 1 1 3 1062 98489 1600 99000
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
NA Wealth & Legacy 4101 Birch St Ste 130 Newport Beach, CA 92660
95126xxxx6 nay***@n**************.com 5 6
D Johnson Investments Inc 12340 Seal Beach Blvd, Seal Beach, CA 90740 31035xxxx8
Securities America Inc 18231 Irvine Blvd Ste 203, Tustin, CA 92780
71473xxxx0 aad********@s****************.com
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
Del Sol Investments 2230 W Chapman Ave # 109, Orange, CA 92868 71446xxxx5
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
TDK Financial Group 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56251xxxx5 bar**********@t****.com 99 101
Vincent A Mazzotta - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
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
T-Pac Investments Inc 2650 Harla Ave, Costa Mesa, CA 92626
71443xxxx2
Newbrander Family Trust 13271 Ethelbee Way, Santa Ana, CA 92705 71454xxxx9
Jae Yoo - Prudential Financial 9658 Garden Grove Blvd #207, Garden Grove, CA 92844
71463xxxx6 ??r*********@p*********.com
Budc Capitol Holdings 5000 Birch St Ste 3000, Newport Beach, CA 92660 94947xxxx9
Kyung Chin - Prudential Financial 9828 Garden Grove Blvd #205, Garden Grove, CA 92844
71474xxxx0 aar*******************@p*********.com 5.01
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
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
The Life and Legacy Group-Morgan Stanley 1901 Main St, Irvine, CA 92614 94980xxxx5
Edward Jones - Financial Advisor: Bryan L Green 17592 17th St Ste 110, Tustin, CA 92780
71454xxxx2 a.j*********@e**********.com 240
The Financial Architects - Orange County 500 N State College Blvd Ste 1100 Orange, CA 92868
71491xxxx8 cba******@t*******************.com 5 13 2255 4991 2300
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
LPL Financial 2520 N Santiago Blvd, Orange, CA 92867
71454xxxx7 aar********@l**.com
Thomas Seaman Co 1 Park Plz, Irvine, CA 92614
94922xxxx1 ali***@t***********.com
Buena Park Investment Solutions 8570 San Romolo Way, Buena Park, CA 90620 71424xxxx1
1st Associated Investment Inc 7800 Commonwealth Ave, Buena Park, CA 90621 71499xxxx0
M & R Investments 18161 Serrano Ave, Villa Park, CA 92861 71463xxxx2
Opes Investments, Inc 1442 Irvine Blvd, Tustin, CA 92780 94964xxxx3
Investment 17682 Beach Blvd, Huntington Beach, CA 92647 71459xxxx2
KJSJ Investments 18071 Mount Washington St, Fountain Valley, CA 92708
71475xxxx7 ale****@q********.com
Fdc Equities 2600 Nutwood Ave, Fullerton, CA 92831
71463xxxx2 abi*****@f************.com
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
Epi-Digm 7647 Garden Grove Blvd, Garden Grove, CA 92841
71490xxxx8 alb***@e*******.com
Turan Petroleum 940 S Coast Dr Ste 100, Costa Mesa, CA 92626
94962xxxx2 ask**@t*************.com
Secura Financial Planning & Wealth Management 333 City Blvd W # 2050, Orange, CA 92868
71470xxxx6 cas**@s*******.com 27 3 30
TSG Wealth Management 18800 Von Karman Ste B Irvine, CA 92612
94950xxxx0 a.s********@t****.com
Corrales, Melvin, AGT 595 W Lambert Rd, Brea, CA 92821
65722xxxx7 aud***********@p********.com
Brian Walker-Thrivent 347 Magnolia Ave, Brea, CA 92821
71457xxxx5 ale*************@t*******.com
Valley View Investment Corp 17545 Monette Cir, Yorba Linda, CA 92886 71452xxxx8
Andrew Bailey - RBC Wealth Management Financial Advisor 6700 CA-1 Suite 280, Long Beach, CA 90803
56279xxxx8 dou********@r**.com 66 66
Becker Wealth Management 19800 Macarthur Blvd Ste 300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com
Investech Brokerage 10512 Bolsa Ave Ste 202, Westminster, CA 92683 71426xxxx3
Doluu Investment Corp 8283 Bolsa Ave, Midway City, CA 92655 71437xxxx6
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
Windsor Investments Inc 2520 N Santiago Blvd Ste C, Orange, CA 92867
71499xxxx1 inf*@e***********.com
Raymond James Financial Services 1151 Dove St Ste 115, Newport Beach, CA 92660
94997xxxx5 aar************@r***********.com 17409 18000
T N T Investors 2740 S Bristol St, Santa Ana, CA 92704 71454xxxx5
VantaQuest 10833 Valley View St Suite 520, Cypress, CA 90630
56259xxxx0 fab****@v*********.com 5 1
KNB Premier Investment Capital 1440 N Harbor Blvd, Fullerton, CA 92835 71477xxxx3
WNC & Associates, Inc 17782 Sky Park Cir, Irvine, CA 92614
71466xxxx5 aad*****@w*****.com
M & M Products & Investments Inc 760 N Lemon St, Anaheim, CA 92805 71499xxxx6
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
World Financial Group 2601 E Chapman Ave Ste 214, Fullerton, CA 92831
71477xxxx6
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
Pacific Way Wealth Management 18000 Studebaker Rd Suite 700, Cerritos, CA 90703
71433xxxx4 jam**@p*******.com
Nucapital Fund-301 14340 Bolsa Chica Rd, Westminster, CA 92683
71489xxxx2 cus*********@h********.com
Jeremy Mossembekker - State Farm Insurance Agent 1598 W Katella Ave Ste B Anaheim, CA 92802
71495xxxx8 aar***************@s********.com 5 11 3.9 10
NCH Tax & Wealth Advisors 1661 E Chapman Ave Ste 2A Fullerton, CA 92831
80074xxxx9 and***@n********.com 4.5 24
Pure Wealth Management, Inc. 10900 183rd St #215, Cerritos, CA 90703
56286xxxx0 jas**@p*****.com 76 23 74
Hospitality Unlimited 13950 Cerritos Corporate Dr, Cerritos, CA 90703 56292xxxx8 ami*@h********.com
Fok's Investment Ca Inc 530 S Knott Ave # 550, Anaheim, CA 92804 32326xxxx7
R J M B Investments 302 N Tustin Ave, Santa Ana, CA 92705 71456xxxx0
Financial Investors Group 1432 Edinger Ave, Tustin, CA 92780
71450xxxx3 bri**@f*****.com
Crowdventure 5 Upper Newport Plz, Newport Beach, CA 92660 71436xxxx2
Flagstar Bank 100 Bayview Cir, Newport Beach, CA 92660
94993xxxx9 a.d******@f*******.com
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
Edward Jones - Financial Advisor: Greg Prough 5855 E Naples Plz Ste 100, Long Beach, CA 90803
56243xxxx1 a.j*********@e**********.com 87384 100000
Ambassador Wealth Management 5101 E La Palma Ave Ste 100B Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 5 2 234
Life Design Financial & Insurance Services 500 N State College Blvd Suite #1100, Orange, CA 92868
71473xxxx1 sco****@l******************.com 5 23
First Command Financial Advisor - Jon Na 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 3.73
D Rey Investments 901 S Bristol St, Santa Ana, CA 92703 71435xxxx7
Newport Place Investment Company 1401 Quail St, Newport Beach, CA 92660
94985xxxx5 cjl***********@g****.com 30
Genae Affrunti - Financial Advisor, Ameriprise Financial Services 611 Anton Blvd Ste 200, Costa Mesa, CA 92626
71442xxxx8 bri*********@c************************.com
Bilinski CPA Accounting & Tax Services 4875 E La Palma Ave Ste 603 Anaheim, CA 92807
71469xxxx7 ebi******@b**********.com 5 2
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
Tower Two Advisors 1550 S Sunkist St suite h, Anaheim, CA 92806
94991xxxx2 sja****@t*********.com 5 2 10
Schmitt, Michael 4695 Macarthur Ct, Newport Beach, CA 92660
63025xxxx3 bri***********@a***.com
KIM & CHOI ACCOUNTANCY, P.C. 9828 Garden Grove Blvd #213, Garden Grove, CA 92844
71453xxxx4 baf*****************************@s*****.wixpress 4.7 3 2
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
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
Edward Jones - Financial Advisor: Tim Yost, CEPA® 4100 Newport Place Dr Ste 190, Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87384 100000
Zeiger Capital Management Inc 272 Electric Ave, Seal Beach, CA 90740
94975xxxx9 bso***@z*********.com
Golden State Wealth Management 201 Sandpointe Ave #460, Santa Ana, CA 92707
86627xxxx3 ash**********@t**************.com 4 4
Keith Conley - Certified Financial Planner Tustin, CA 92780
94943xxxx7 5 2
Holder Capital Partners 1052 Charwood Ln, Santa Ana, CA 92705
71466xxxx5 dav**@h********************.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
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
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
TABR Capital Management 500 N State College Blvd #1320, Orange, CA 92868
71470xxxx0 bka*******@t***.net
World Financial Group Inc 765 The City Dr S, Orange, CA 92868
71474xxxx0 con****************@t***********.com 82182 2051 85000
Seamount Financial Group 738 E Chapman Ave, Orange, CA 92866
71451xxxx0 aar**@s****************.com
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
Stauffer Brizzolara Group-Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71464xxxx2 acc**********@m************.com
Ergo Capital Partners 3633 W Macarthur Blvd, Santa Ana, CA 92704
94922xxxx0 ego**@e**********.com 5 13 217 2 226
Raymond James 305 N Harbor Blvd Ste 216, Fullerton, CA 92832
71444xxxx0 aar************@r***********.com
Mugen Investments 308 S Nohl Canyon Rd, Anaheim, CA 92807 71463xxxx0
Fernandez Financial Advisory 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
City National Bank - Anaheim 2401 East Katella Ave Ste 150 Anaheim, CA 92806
71470xxxx0 ava********@c**.com 4 9 3.5 13 5371 151 5900
Belpointe Asset Management 1451 Quail St, Newport Beach, CA 92660
20362xxxx0 ale*********@b********.com
RG Re Investments 991 N Tustin St, Orange, CA 92867 71472xxxx8
LPL Financial 17742 Irvine Blvd, Tustin, CA 92780
71483xxxx3 aar********@l**.com 20003 207
Daniel Roberts, MSFS 640 N Tustin Ave Ste 106, Santa Ana, CA 92705
71466xxxx5 joh******@d****************.com
Wealth Management Group 3 Park Plz, Irvine, CA 92614
94975xxxx7 adm**@b****************.com 558 6 652
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Living Well Investments Inc 3071 E La Jolla St, Anaheim, CA 92806 71439xxxx8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
National Planning Corp 3020 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx3 pw-********************************@p**************.org
Edward Jones - Financial Advisor: Bill Murray 259 S Randolph Ave, Brea, CA 92821
71452xxxx8 a.j*********@e**********.com 87631 100000
World Financial Group 12215 Telegraph Rd Ste 211 Santa Fe Springs, CA 90670
56294xxxx0 con****************@t***********.com 3.8 10 81932 2038
American Express Financial Advisors 2 Park Plz, Irvine, CA 92614
94966xxxx8 din*********@a***.com 472 9 472
Finby Kimmes Wealth Management Group of Wells Fargo Advisors 3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 86696xxxx9
Airway Lending 3151 Airway Ave, Costa Mesa, CA 92626 71454xxxx0
Briteline Financial Service 729 N Harbor Blvd, Fullerton, CA 92832
71452xxxx0 ran**@b**************.com
Tabr Capital Management 500 N State College Blvd, Orange, CA 92868
71470xxxx0 bka*******@t***.net
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Bolsa Financial Services 71422xxxx4
Martin A. Shapiro , CFP, MSFS 500 N State College Blvd Suite #1100, Orange, CA 92868 85857xxxx0
Gg Investment Firm 1912 N Broadway, Santa Ana, CA 92706 71471xxxx5
Winn Financial Management 6415 Westminster Blvd., Westminster, CA 92683
71488xxxx6 and********@w************.us 4.8 23 4883 50 5100
Transworld Business Advisors of Irvine 2361 Campus Drive, Suite 230, Irvine, CA 92612
94938xxxx9 aal*@t*****.com
Buyrite Investing 1975 N Batavia St, Orange, CA 92865 71499xxxx1
Walter A Jones Accountacy Inc 15869 Gothard St, Huntington Beach, CA 92647 71489xxxx5
LoanSnap, Inc. 3070 Bristol St, Ste 200 Costa Mesa, CA 92626
80086xxxx0 ale******@g*********.com 4.4 298 4 264 1152
Wilson Financial Advisors 12419 Lewis St #202, Garden Grove, CA 92840
71420xxxx0 cyn****@w**********************.com 5 1
Financial Advisors U.S. Bancorp Investments 17150 Magnolia St, Fountain Valley, CA 92708
71484xxxx9 aar************@u*****.com 345471 5393 348000
Kathleen Howard 6700 E Pacific Coast Hwy, Long Beach, CA 90803 56290xxxx8
Bright Trading Inc. 4010 Barranca Pkwy, Irvine, CA 92604 94965xxxx6
Jeff Huang, CPA 930 Roosevelt Ave Ste 205 Irvine, CA 92620
62659xxxx8 hel*@c***************.com 4.9 31
GW Financial, Inc. 151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
85564xxxx9 con****@p*********.com
Tara Kimmins-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94921xxxx6 aab****@b************.com
LPL Financial 1432 Edinger Ave, Tustin, CA 92780
71450xxxx7 ann@a********.com
Mount Olympus Mortgage Company 2600 Michelson Dr Ste 600, Irvine, CA 92612
94945xxxx0 and************@m****.com
Del Rey Wealth Management 420 Exchange Ste 270, Irvine, CA 92602 80523xxxx5
Ward Mike 931 W 19th St Apt 22, Costa Mesa, CA 92627 94965xxxx6
Ivanoff Advisors 5252 Orange Ave, Cypress, CA 90630
71455xxxx0 sad**@i**************.com 3.4 5 74
Triple R Investment Group 3364 E La Palma Ave, Anaheim, CA 92806 76023xxxx0
HBKR Investments 1311 Washington Pl, Santa Ana, CA 92701 71438xxxx4
Lighthouse Financial Services 3070 Saturn St Ste 101 Brea, CA 92821
71457xxxx0 geo***@l*************.com 3.7 6
Ipacific Capital Inc 19762 Macarthur Blvd, Irvine, CA 92612
94986xxxx4 ama*********@i**************.com
Michael Schanna 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx3 acc************@f************.com
Edward Jones - Financial Advisor: John P Wende 180 E Main St Ste 104 Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 5 1
Rodriquez Wealth Management 4340 Von Karman Ave, Newport Beach, CA 92660
94968xxxx0 cat**@r**********.com
Global Market 9481 Coronet Ave, Westminster, CA 92683 71480xxxx7
EP Wealth Advisors 18301 Von Karman Ave #1050, Irvine, CA 92612
94926xxxx0 ab@e*******.com 5 1 1162 28 1200
World Premier Investments 18300 Von Karman Ave, Irvine, CA 92612
71466xxxx0 jcu****@w************.com
Ameriprise Financial 17332 Irvine Blvd Ste 125, Tustin, CA 92780 71466xxxx0
Building Block Investments 1826 W Crestwood Ln, Anaheim, CA 92804 71476xxxx1
The Wolfslau Group-Morgan Stanley 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx7 acc**********@m************.com
Smart CFO 17150 Euclid St Ste 101 Fountain Valley, CA 92708
64654xxxx0 baf*****************************@s*****.wixpress 5 1
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
Walker & Associates Capital Management 623 N Harbor Blvd, Fullerton, CA 92832
71444xxxx0
Racari Invest 514 W Columbine Ave, Santa Ana, CA 92707
66131xxxx7
EDD Investment Company 173 E Freedom Ave, Anaheim, CA 92801 71445xxxx1
Bland, Garrett Q 800 Newport Center Dr, Newport Beach, CA 92660
31078xxxx0 acc**********@m************.com
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
Principal Financial Group 575 Anton Blvd Ste 900, Costa Mesa, CA 92626
65726xxxx0 aar*********@p********.com
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
Chatterton & Associates, The Wealth Management Team, Inc. 3061 E La Palma Ave, Anaheim, CA 92806
71457xxxx0 ani***@c************.com
Topflight Investments 2500 E Imperial Hwy Ste 201-3, Brea, CA 92821 71430xxxx1
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
Graystone Investment Corp 8382 Artesia Blvd, Buena Park, CA 90621 71444xxxx6
Karen Yi - Registered Practice Associate, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx1 ang*********@a***.com 298
Dillon, Kyle 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx4 acc**********@m************.com
Americoast Realty & Lending 10161 Bolsa Ave Ste 205-B Westminster, CA 92683
71433xxxx3 5 16 4.3 12
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
Kris Garrido - Capital Management Realty Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 5 15 4.7 5 271 260 277
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
Avalon Financial Advisors 500 N State College Blvd, Orange, CA 92865 71491xxxx2
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
Cetera Advisors 2082 Michelson Dr, Irvine, CA 92612
94983xxxx4 a@c*************.com
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
Vtax Business Services 12881 Knott St #222, Garden Grove, CA 92841
71448xxxx2 ana***@g****.com 5 3
Lutwen, Gary 2 Park Plz, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
Assali, Scott C 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 116 120
Confluence Wealth Management Group - Ameriprise Financial Services, LLC 12842 Valley View St #104, Garden Grove, CA 92845
71424xxxx0 che*********@a***.com 16 2 20
Source Oil and Gas, Inc. 4630 Campus Dr Ste 1001, Newport Beach, CA 92660
94975xxxx7 bhe****@c*********************.com
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
My Portfolio Guide 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56279xxxx5 inf*@m***************.com 5 1 418 37 410
Jim Smith - Thrivent 500 N State College Blvd Ste 1100, Orange, CA 92868
71487xxxx7 adm**@d***********.com
Mutual of Omaha® Advisors - Irvine 1 Park Plz Ste 720, Irvine, CA 92614
94985xxxx9 ae.*******@m************.com
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
Stowell Insurance and Financial Services 1240 N Van Buren St Ste 211, Anaheim, CA 92807 71477xxxx1
Morgan Stanley Wealth Management 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 bri**@m**********************.com
IBS IV Inc 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx1
Merrill Lynch Financial Advisor A. Thomas Vari 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx3 and************@m*.com
Rivermeade Investments Inc 333 City Blvd W, Orange, CA 92868 71493xxxx2
Finacorp Securities 2302 Martin, Irvine, CA 92612 94938xxxx3
Ying Wang - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx7 dns*****@a***.com
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
The Bailey Group 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
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
Prudential Financial 14730 Beach Blvd Ste 206, La Mirada, CA 90638
71452xxxx5 aar*******************@p*********.com
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
Jeremiah Nelson - Thrivent 5241 E Santa Ana Canyon Rd Ste 135, Anaheim, CA 92807
71426xxxx8 adm**@d***********.com
Richard Sandoval EA 765 The City Dr So Ste 100-B Orange, CA 92868 71445xxxx9 5 3
Independent Capital Management 1401 Dove Street, Ste 430, Newport Beach, CA 92660
94945xxxx0 a.a@i***********.com
U.S. Bancorp Investments - Financial Advisors: Los Alamitos 3996 Ball Rd, Los Alamitos, CA 90720
56238xxxx7 aar************@u*****.com 345639 5039 348000
Lentz, John 2677 N Main St, Santa Ana, CA 92705
71464xxxx0 acc**********@m************.com
Edward Jones - Financial Advisor: Rene Costales 19900 Beach Blvd Ste I, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 85274
Wiedemann, Stephen, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx9 ame******************@a***.com 132834
Wma David Pham 511 N Brookhurst St, Anaheim, CA 92801 71490xxxx5
T Investments Serving theGarden Grove Area 81872xxxx5
Rudolph Dewey Investments 16531 Bolsa Chica St Ste 310, Huntington Beach, CA 92649 71437xxxx2
Edelman Financial Engines 2400 E Katella Ave Suite 410, Anaheim, CA 92806
83375xxxx3 aar*******@e**********************.com 4 4 18775 20 20000
Robert Meaux - Thrivent 5241 E Santa Ana Canyon Rd Ste 135, Anaheim, CA 92807
71426xxxx8 adm**@d***********.com
American Strategic Capital Inc 4281 Katella Ave Ste 105, Los Alamitos, CA 90720 71452xxxx3
Savino Tax & Investment Advisory Group 4060 Campus Drive, Suite #220, Newport Beach, CA 92660
94974xxxx0
MKC Investment Co 11379 183rd St, Cerritos, CA 90703
56286xxxx1
Prudential Financial 600 City Pkwy W, Orange, CA 92868
71445xxxx0 aar*******************@p*********.com
Gates Group Wealth Management 18800 Delaware St, Huntington Beach, CA 92648
71470xxxx5 mic**********@l**.com 5 1
Bank of America Financial Center 8850 Bolsa Ave Westminster, CA 92683
71437xxxx5 ang**********@b***.com 1.8 57
Legacy Wealth Management One Pointe Dr Ste 355 Brea, CA 92821
71458xxxx0 inf*@l********.com
Tarnutzer Co 1601 Dove St, Newport Beach, CA 92660
94995xxxx3 aab***@k***.com 85 69 95
Beach Front Property Management, Inc. 11750 S Euclid St, Garden Grove, CA 92840
56254xxxx3 ale***@b******.com 5 4
Versant Business Advisors 1950 W Corporate Way, Anaheim, CA 92801
40883xxxx0 jan*@v*****************.com 5.01
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 87384 100000
Van Deventer & Hoch Investment 19200 Von Karman Ave, Irvine, CA 92612 94947xxxx5
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
Seville Investment Enterprises 151 E Santa Fe Ct, Placentia, CA 92870 21321xxxx0
B Riley & Company Inc 600 Anton Blvd, Costa Mesa, CA 92626
94985xxxx1 aap***@b********.com
H & G Investment Group, Inc 7500 Orangewood Ave, Stanton, CA 90680 71489xxxx6
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 4153 4100
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
Wells Fargo Advisors Seal Beach, CA 90740
56249xxxx1 agi***@a*.nv 188701 190000
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
World Financial Group Inc 4175 E La Palma Ave, Anaheim, CA 92807
71472xxxx6 con****************@t***********.com
Gregory Advisors Inc., Empowering your life through wealth management 7755 Center Ave #1100, Huntington Beach, CA 92647
71437xxxx9 inf*@g*****************.com 12
Merrill Lynch Financial Advisor James S. Morner 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx5 ban********************@m*.com
Wealth Start By World 12881 Knott St Suite 206, Garden Grove, CA 92841
56253xxxx6 inf*@w************.world
Quantum Investments International 1548 W Yale Ave, Orange, CA 92867 71497xxxx8
Romero Wealth Management, Inc. 2520 N Santiago Blvd, Orange, CA 92867
71454xxxx7 doe**@r*******.com
Benchmark Wealth Management 2300 E Katella Ave #400, Anaheim, CA 92806
71463xxxx3 ben******@l**.com 125 122
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
Family Financial Strategies 221 East 12th St Ste 300A Los Angeles, CA 90015 31099xxxx4 abr****@f*************************.com 5 18
Mazzotta, Vincent, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com 132834
Kenneth Rieger-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx5 acm***********@m************.com
Intercontinental Investment 260 E Dyer Rd, Santa Ana, CA 92707 71427xxxx7
Allstate Investments 17011 Beach Blvd, Huntington Beach, CA 92647
71437xxxx5 a****00@a*******.com
First Priority Investments Inc 16651 Gothard St, Huntington Beach, CA 92647 71484xxxx8
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
B W & Associates Inc 3111 N Tustin St Ste 215, Orange, CA 92865
71499xxxx7 bon***@b*****************.com
EA Tax Resolutions 7777 Center Ave Ste 450 Huntington Beach, CA 92647
80024xxxx6 ant****@e***************.com 4.8 114
Edelman Financial Engines 600 Anton Blvd Ste 1750, Costa Mesa, CA 92626
83375xxxx3 aar*******@e**********************.com 18469 19
Monarca Investments 410 N Bristol St, Santa Ana, CA 92703 65723xxxx4
Homes For Sale Near Orange LTD 225 N State College Blvd, Anaheim, CA 92806
94922xxxx7 con****@c***************.com
Jamar James Online Image Partner Digital Currency Guy 555 Anton Blvd, Costa Mesa, CA 92626
71438xxxx3 inf*@o*************.com
Orange County Tax Help 5011 Argosy Ave Ste 1 Huntington Beach, CA 92649
71463xxxx0 inf*@t******.com 4.8 296
Hanson Wealth Management 14241 E, 14241 Firestone Blvd suite 400, La Mirada, CA 90638 56229xxxx0
Life Design Financial 1370 Brea Blvd Ste 230, Fullerton, CA 92835
71473xxxx1 sco****@l******************.com
Brundage, Steven M 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com 136 3 137
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
Chazen Investments 12522 Inglenook Ln, Cerritos, CA 90703 56286xxxx1
U.S. Bancorp Investments - Financial Advisors: Valentino Valdez 3996 Ball Rd, Los Alamitos, CA 90720
56238xxxx7 aar************@u*****.com 5 1 345639 5039 348000
American Liberty 19000 Macarthur Blvd, Irvine, CA 92612
94962xxxx8 aar**@a**************.com 922714 79
Goggin, J Michael, AGT 2020 Main St, Irvine, CA 92614
94966xxxx2 dns*****@a***.com
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
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx5 abc***@u**.com
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
Dow Street Assoc Lp 1506 Weymount Pl, Santa Ana, CA 92705 71483xxxx5
Petra Chien 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx9 acc************@f************.com
Morgan Stanley Wealth Management 19000 Macarthur Blvd, Irvine, CA 92612 94964xxxx2 inf**@m**********************.com
Frank Seo, Financial Professional 51085xxxx6 5 10
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
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Edward Jones - Financial Advisor: Jeff Dutmers 7510 E Chapman Ave, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 3 2
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
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
World Financial Group 2230 W Chapman Ave, Orange, CA 92868 71449xxxx9
Jennett David J 2222 Martin Ste 250, Irvine, CA 92612 94983xxxx6
Seamount Financial Group, Inc. 738 E Chapman Ave Orange, CA 92866
80075xxxx6 aar**@s****************.com
Bobrosky Gerald S CPA 12812 Valley View St UNIT 7, Garden Grove, CA 92845
71489xxxx6 ger***@g************.com 4 4
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
Prosperity Wealth Planning 3780 Kilroy Airport Way Suite 200, Long Beach, CA 90822
87787xxxx0 car******@p***********************.com 5 1 130 137
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
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
Ron Berg Investments 970 N Tustin Ave, Anaheim, CA 92807
71463xxxx0 aus***@r***********.com
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
Ameriprise Financial 2600 Michelson Dr Ste 1460, Irvine, CA 92612 94925xxxx0
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
Kava Ventures 12842 Newport Ave Apt 9, Tustin, CA 92780
71486xxxx5
Michael W Jowdy, LPL Financial Services 7777 Ctr Ave Ste 120 Huntington Beach, CA 92647
71489xxxx0 ali*********@l**.com 5 1
Personal Touch Finance, Inc. 3530 E Enterprise Dr Suite A, Anaheim, CA 92807 71478xxxx5
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Lubman Levy Group 12340 Seal Beach Blvd, Seal Beach, CA 90740
56283xxxx0 2.1 85
Bridgeport Investment Co 14841 Yorba St Ste 205, Tustin, CA 92780 71450xxxx5
Financial Growth Management 17871 Santiago Blvd Ste 224, Villa Park, CA 92861
71424xxxx0 hel**@f**********.com
Hold Brothers Online Investment 7923 Warner Ave, Huntington Beach, CA 92647
71484xxxx9 ash*****@h***********.com
Epic Financial Management 16787 beach blvd#150, Huntington Beach, CA 92647 71464xxxx7
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
T J Team Investment Co 3544 E Woodbine Rd, Orange, CA 92867 71499xxxx2
Big Sky Capital Investments 2323 Main St, Irvine, CA 92614 94927xxxx5
Ambrose Management Co 12440 Woodhall Way, Tustin, CA 92782 71473xxxx4
Stewardship Wealth Management Solutions 101 Main St #200, Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
Wells Fargo Advisors 17775 Santiago Blvd, Villa Park, CA 92861 71463xxxx1
Sabal Capital 3 4675 Macarthur Ct, Newport Beach, CA 92660
94975xxxx7
Emerald Wealth Management 5000 Birch St Ste 3000 Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Kevin J Crosby - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com 133
Tahim & Associates, APC 2331 W Lincoln Ave Ste 300 Anaheim, CA 92801
71477xxxx4 ann*@a********.com
Wescom Credit Union 3743 W Chapman Ave Ste C Orange, CA 92868
88849xxxx6 aad***@w*****.org 4.1 50 3.3 42 5865 6000
South Coast Investment Advisors 5140 Birch St, Newport Beach, CA 92660
94982xxxx5 ale*******@a*****************.com
TD Ameritrade 17909 MacArthur Blvd Irvine, CA 92614
94922xxxx0 aam***********@t***********.com 1.7 17 393044 400000
World Financial Group 511 N Brookhurst St, Anaheim, CA 92801 71422xxxx0
Main Management Co 18700 Main St, Huntington Beach, CA 92648
71491xxxx6 baf*****************************@s*****.wixpress 6486 18775 6500
Martin Shapiro Insurance & Financial 500 N State College Blvd, Orange, CA 92868
85857xxxx0 k6t************@p****.dreamhost
Diligent Financial Group 20241 SW Birch St Ste 100, Newport Beach, CA 92660 94946xxxx7
Intergrity Integrity 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 joh******@i****.com
World Financial Group 825 N Broadway, Santa Ana, CA 92701
71455xxxx6 con****************@t***********.com 82300 2050 86000
J & B Investments 5150 E La Palma Ave, Anaheim, CA 92807 71477xxxx5
Edward Jones - Financial Advisor: Wilbur M Salazar 3532 Howard Ave Ste 103, Los Alamitos, CA 90720
56249xxxx3 a.j*********@e**********.com
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
Advance America 13187 Harbor Blvd, Garden Grove, CA 92843
71463xxxx7 aal****@a*************.net 4.9 246 4.9 122 31182 2543 33000
Turner Denise 160 E Yorba Linda Blvd, Placentia, CA 92870 71498xxxx2
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
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
Secura Investing-112 1975 N Batavia St, Orange, CA 92865 71499xxxx1
Annuity2buy dot com PO Box 4782, Cerritos, CA 90703 30226xxxx1
William Mac Donald Securities 1926 W Orangewood Ave, Orange, CA 92868 71493xxxx2
Db Investments 2811 E Katella Ave, Orange, CA 92867 71453xxxx0
Euro Pacific Capital Inc 20271 SW Acacia St, Newport Beach, CA 92660
71466xxxx0 alb***@e******.com 289 350
Crown Wealth Management Inc 17011 Beach Blvd Ste 680, Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Dennis Fitzgerald - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com 14721 16000
Megha Investments 215 Orangefair Mall, Fullerton, CA 92832 71444xxxx4
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
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
Edward Jones - Financial Advisor: Dwight L Beasley Jr 16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136 80
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
Matles & Associates 1601 E Lincoln Ave, Orange, CA 92865
71473xxxx0 all****@g*******.com
Excelsior Capital Partners 4695 Macarthur Ct, Newport Beach, CA 92660
94956xxxx0 ayo***@e******.com
GJB Investments 16835 Algonquin St, Huntington Beach, CA 92649 62664xxxx5
Apella - Huntington Beach 5011 Argosy Ave Ste 7 Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 145 170
Natalie Brownfield Barron CFP, Cepa, CRPS-UBS Financial Services Inc 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx2 abc*******@u**.com
Lidingfeng Investment 1812 W Sumac Ln, Anaheim, CA 92804 31090xxxx8
Circle Vision 1006 Segovia Cir, Placentia, CA 92870 71463xxxx9
Keystone CPA 1370 N Brea Blvd Ste 200 Fullerton, CA 92835
71491xxxx0 aha*@k**********.com 4 32
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 cma***@e*****************.com 3 2 5 7 50 4 51
Unity Investments Serving theGarden Grove Area 94988xxxx1
National Cities Capital Inc 19200 Von Karman Ave Ste 600, Irvine, CA 92612 88855xxxx1
Edward Jones - Financial Advisor: Jonathan M Lising 135 S State College Blvd Ste 360 Brea, CA 92821
71425xxxx9 a.j*********@e**********.com 5 1
Advisor Resource Group 4622 Katella Ave #202, Los Alamitos, CA 90720
56229xxxx1 ana****@a*****************.com 4.01
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
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
Pacific Investment Research 942 E Chapman Ave, Orange, CA 92866
71473xxxx8 chi**@p************************.com 5 1 5 5 507
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
U.S. Bancorp Investments - Financial Advisors: Paramount 15943 Paramount Blvd, Paramount, CA 90723
56258xxxx0 aar************@u*****.com 345650 5051 348000
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
Wells Fargo Advisors 19081 Goldenwest St, Huntington Beach, CA 92648 71453xxxx1 49
Ashlock Wealth Management Group - Stifel 520 Newport Center Dr Ste 1500 Newport Beach, CA 92660
94925xxxx4 ash*****@s*****.com 68
Wells Fargo Advisors 16025 Brookhurst St, Fountain Valley, CA 92708 71477xxxx5
Rising Star Investment Inc 1009 N Euclid St, Anaheim, CA 92801 71488xxxx0
Wells Fargo Advisors 2030 Main St, Irvine, CA 92614
94931xxxx0 a-w***************@w*****************.com
MDH-Ici Acquisition 17222 Von Karman Ave, Irvine, CA 92614 94972xxxx8
Weaver Travis Ameriprise Financial 101 Main St, Huntington Beach, CA 92648
71453xxxx4 dns*****@a***.com
Wilson Financial Services 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0 4.4 15
Hustlers Investments 970 W 17th St, Santa Ana, CA 92706 88862xxxx4
Millan, Eddie 117 S Harbor Blvd, Santa Ana, CA 92704
62648xxxx9 a****00@a*******.com
Scottrade 2410 E Katella Ave, Anaheim, CA 92806
71494xxxx0 4.5 208
Ttl Groups Inc 13880 Harbor Blvd, Garden Grove, CA 92843 71453xxxx4
Securities America INC 2619 E Palmyra Ave, Orange, CA 92869 71499xxxx6 aar********@s****************.com
The Householder Group 1440 N Harbor Blvd Ste 800, Fullerton, CA 92835 71444xxxx4 amc***********@h***************.com
Peters, Michael T, CPA 1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705
71454xxxx0 a.j****@r******.com 140 8 205
Edward Jones - Financial Advisor: Nasar Aboubakare 5952 Warner Ave, Huntington Beach, CA 92649 71484xxxx8
Brian McHenry-Sr Wealth Financial Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx9 aab****@b************.com 98572 1295
James Sams-Financial Advisor, Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94997xxxx9 dan***********@a***.com
Freedom Investment Corp 770 N Tustin St, Orange, CA 92867 71460xxxx2
James Investments 1100 W Town And Country Rd, Orange, CA 92868
94928xxxx0 jlu****@j*********************.com
Wilmington Trust 650 Town Center Dr, Costa Mesa, CA 92626
31030xxxx0 aam****@w**************.com
Edward Jones 2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 71454xxxx2
Corporate Pointe Investments 1 Corporate Park, Irvine, CA 92606 94941xxxx8
West Realty Investment Group 1501 N Harbor Blvd, Fullerton, CA 92835 71421xxxx0
LPL Financial 10061 Talbert Ave, Fountain Valley, CA 92708
71496xxxx0 aar********@l**.com
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
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
NWM GROUP- Newport Wealth Management Group 17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 94990xxxx1 5 1
The Corban Group 1240 N Lakeview Ave Ste 250 Anaheim, CA 92807
71463xxxx0 suc****@c***************.com 4.5 8 510
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
Asset Planning Inc. 10833 Valley View St # 470, Cypress, CA 90630
71482xxxx4 ada****@a***************.com
Fix Your Credit Consulting 4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607
87721xxxx0 con****@f**********************.com 4.9 224 4.9 51 947 3 962
Sheaffer, William 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx8 acc**********@m************.com
Brown, David 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Wells Fargo Advisors 3925 S Bristol St, Santa Ana, CA 92704 71443xxxx0
Ameriprise Financial Services 2020 Main St, Irvine, CA 92614
94966xxxx2 ame******************@a***.com
Charter West Financial Management 4425 Jamboree Rd Ste 180, Newport Beach, CA 92660
94947xxxx8 adm**@c***********.com 107 111
Ameriprise Financial 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx5 cli****************@a***.com 222 223
Edward Jones 12792 Valley View St, Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 161
Investments Lavering 13402 Heritage Way, Tustin, CA 92782 71433xxxx8
Edward Jones - Financial Advisor: Jason D Orsini 1370 Brea Blvd, Fullerton, CA 92835
71499xxxx3 a.j*********@e**********.com 87631 100000
Cameo Investments Ctr 18821 Ridgeview Cir, Villa Park, CA 92861 71463xxxx9
Tuer, Walter 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
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
U.S. Bank – Wealth Management Banker: Emad Gindi 11350 South St, Cerritos, CA 90703
56292xxxx8 aar************@u*****.com 3.8 13
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
Garza Investments Corp 852 W Town And Country Rd, Orange, CA 92868 71454xxxx2
Zapotocky, James 1901 Main St, Irvine, CA 92614
94980xxxx7 acc**********@m************.com
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
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
PNC Private Bank 2020 Main St Ste 950, Irvine, CA 92614
88876xxxx6 aar******@p**.com 352743 8655 355000
Investors Title Company 300 S Harbor Blvd, Anaheim, CA 92805
71468xxxx2
Bablot Investments 1733 Monrovia Ave Ste V, Costa Mesa, CA 92627
94957xxxx2 man*******@b****************.com
Umpqua Bank Home Lending 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94987xxxx2 aar*********@u*********.com 4 1189 50650 669 49000
J P Morgan 225 N Tustin St, Orange, CA 92867 71499xxxx0
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205 Cypress, CA 90630
71494xxxx5 joh******@i****.com 9 10
Grace Tax Group 20955 Pathfinder Rd Ste 100 Diamond Bar, CA 91765
90984xxxx1 d*n*@g************.com 5 16
Beachwest Investment Group 14111 Freeway Dr, Santa Fe Springs, CA 90670
56240xxxx8 ben**********@r*********.com 294 17 308
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
XOA Tax, CPA & Accounting Firm 10015 Garden Grove Blvd, Garden Grove, CA 92844
71492xxxx9 con****@x*****.com 5 18 53
Edward Jones - Financial Advisor: Daniel W Verdugo 790 The City Dr S Ste 430, Orange, CA 92868
71446xxxx6 a.j*********@e**********.com 30
Jose Villasenor 10900 Los Alamitos Blvd, Los Alamitos, CA 90720
94939xxxx2 a****00@a*******.com
Edward Jones - Financial Advisor: Scott P Smith 16454 Bolsa Chica St, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136
Grubb & Ellis Residential Brokerage Services 15343 Culver Dr, Irvine, CA 92604 94955xxxx0
Barangay Investment Club 2510 W Adams St, Santa Ana, CA 92704 71454xxxx5
Edward Jones 3230 E Imperial Hwy Ste 175, Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 87631 100000
Investors Trust 1 Upper Newport Plz, Newport Beach, CA 92660 94925xxxx0 2
Wla 1301 Dove St, Newport Beach, CA 92660
94985xxxx4 apo****@w*************.com
Svl Holding Corp 1620 N Placentia Ave, Placentia, CA 92870
71498xxxx2 inf*@s************.com
Connie Hwang - State Farm Insurance Agent 285 Imperial Hwy Ste 100 Fullerton, CA 92835
71421xxxx8 joh******@c**********.com 4.9 124
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
Wild Fun Investments 3365 E Miraloma Ave, Anaheim, CA 92806
71428xxxx9 chr**@a********.com 253 4
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
Capstone Dynasty Trust 500 N State College Blvd Orange, CA 92868
71420xxxx3
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
Sackett Financial Group 915 W Imperial Hwy Ste 160 Brea, CA 92821
71467xxxx0 bi**@s***************.com 5 6
Amita Investments 17192 Murphy Ave, Irvine, CA 92623 42435xxxx3
Blanco Investments 3197 Airport Loop Dr, Costa Mesa, CA 92626 71443xxxx6
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
Wells Fargo Advisors 220 S State College Blvd, Anaheim, CA 92806 71477xxxx1
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
Persuasive Business Plans 13242 Chestnut St, Westminster, CA 92683
71474xxxx5 tom@p**********************.com 41
IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71479xxxx1 ahe*******@i**********.com 5 5 3
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
Unity Wealth Partners 4050 W Metropolitan Dr Suite 150, Orange, CA 92868
94968xxxx8 con****@u******************.com
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
Uniti Bank 6301 Beach Blvd Ste 100, Buena Park, CA 90621
71473xxxx8 asa**@u********.com
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
Centaurus Financial Inc 2300 E Katella Ave # 200, Anaheim, CA 92806
71445xxxx0 a.p*****@c*****************.com 3.4 5 4.7 19 333 15 343
LPL Financial Services 122 N Harbor Blvd, Fullerton, CA 92832
71444xxxx4 aar********@l**.com 20003 207
Bagga Investments 605 E Sycamore St, Anaheim, CA 92805 71427xxxx7
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.com
R.E.A.L. Coach (Jan Wilson) 12771 Bailey St, Garden Grove, CA 92845 71490xxxx0
Grey's Five Star Investment Inc 1045 E 4th St, Santa Ana, CA 92701 71424xxxx0
Adam Macdonald 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Edward Jones - Financial Advisor: Zubeen Tukina 3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740
90954xxxx8 a.j*********@e**********.com 87384 100000
Financial Strategies - Wealth Management Group 6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com 5 1
Randall Instruments Inc 17291 Irvine Blvd, Tustin, CA 92780 71466xxxx9
Newport Beach Securities Inc 18872 Macarthur Blvd Ste 100, Irvine, CA 92612 94933xxxx0
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
The Fourels Investments 1321 E Katella Ave, Orange, CA 92867 71463xxxx3
Travis Combe - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dan***********@a***.com 66
Nurture Financial Planning 333 City Blvd W Ste 1700 Orange, CA 92868
94986xxxx7 con****@u******************.com
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
Catalina Investments 5110 E Crescent Dr, Anaheim, CA 92807 95127xxxx6
R +K Investments 3881 Aruba Cir, Huntington Beach, CA 92649 71484xxxx7
LPL Financial Services 1370 Brea Blvd, Fullerton, CA 92835
71473xxxx2 aar********@l**.com 20003 207
Schlafke, Angela 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx7 acc**********@m************.com
U.S. Bank - Wealth Management Banker: Michael Velasco 19900 Beach Blvd, Huntington Beach, CA 92648
71427xxxx3 aar************@u*****.com 345659 5054 348000
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
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
BMI Financial 5 Upper Newport Plz, Newport Beach, CA 92660 94922xxxx0
Raymond James 915 W Imperial Hwy Ste 140, Brea, CA 92821
71467xxxx2 aar************@r***********.com
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
Pure Financial Advisors 3040 Saturn St Ste 100 Brea, CA 92821
71492xxxx7 abb********@p************.com 5 2 5 3
Finance & Fiscal Anaheim, CA 92801
71461xxxx7 5 5
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
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
J & I Legacy LLC 1607 E Lincoln Ave Ste C, Orange, CA 92865 88854xxxx0
Wealth Doctor LLC 12419 Lewis St #101, Garden Grove, CA 92840 71491xxxx7
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
Edward Jones - Financial Advisor: Matthew P Adragna 17528 Yorba Linda Blvd, Yorba Linda, CA 92886 71457xxxx7 a.j*********@e**********.com 87384 100000
Oxford Bioscience 650 Town Center Dr Ste 810, Costa Mesa, CA 92626
71470xxxx4 ape******@o****.com
Brogan Rognlien Family Trust 1210 Anita Pl, Fullerton, CA 92831 71452xxxx9
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ 940 S Coast Dr Ste 250, Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 226
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
Strattford Capital 4440 Von Karman Ave, Newport Beach, CA 92660 94938xxxx5
Private Equity Management Group 1 Park Plz, Irvine, CA 92614 94975xxxx7
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
Fidelity 2211 Michelson Dr, Irvine, CA 92612
80033xxxx9 a61****@f*******.com 323688 343000
Securities America Inc 612 Del Rio Way, Fullerton, CA 92835
71499xxxx5 kin*@s****************.org
Taylor Wealth Management 15061 Springdale St., Ste 202, Huntington Beach, CA 92649
71424xxxx4 all***********@l**.com 5 1
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
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
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
Alicante Investment 16478 Beach Blvd, Westminster, CA 92683
94928xxxx3 ali********************@g****.com
Paine Webber Inc. 4675 Macarthur Ct, Newport Beach, CA 92660 80085xxxx2
Viking Investments 4425 Jamboree Rd, Newport Beach, CA 92660 94925xxxx0
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
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
Merrill Lynch Financial Advisor John Coon 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx2 ban********************@m*.com
Martin Commercial Group 1360 Ritchey St, Santa Ana, CA 92705
71454xxxx0 ela*********@m****.com 496 60
Bosler Family Trust 331 Georgia Cir, Placentia, CA 92870 71452xxxx8
Schultz Richard 1171 Appian Way, Santa Ana, CA 92705 71473xxxx8
Valiante Tax and Financial Management 12842 Valley View St #104, Garden Grove, CA 92845
71471xxxx4 jas**@v**********.com 5 47 278 9
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
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
Wells Fargo Advisors 13355 South St, Cerritos, CA 90703 56246xxxx0
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
Jeremy Tysor - Thrivent 5200 Warner Ave Ste 107, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Nour Investments Inc 16851 Mcfadden Ave, Tustin, CA 92780 71488xxxx3
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
Edward Jones - Financial Advisor: Jon Glant, AAMS™|CRPS™ 12792 Valley View St Suite F, Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
Wealth Management Financial Advisors 3701 Long Beach Blvd #100, Long Beach, CA 90807
56242xxxx7 bab******@w*****************.com 3.4 12 582752 11 46
Pacific Western Bank 275 N Brea Blvd, Brea, CA 92821
71467xxxx0 aag*****@p*****************.com 3.7 6
First Command Financial Advisor - Jeff Kim 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 1 7377 213 7600
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
Edward Jones 2582 N Santiago Blvd, Orange, CA 92867
71473xxxx3 a.j*********@e**********.com 86209 96000
The Macarthur Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx3 acc**********@m************.com
Wescom Credit Union 1330 S Beach Blvd Ste B La Habra, CA 90631
88849xxxx6 aad***@w*****.org 3.9 30 3.7 34
Cooke Wealth Management, LLC 18881 Von Karman Ave Suite 1420, Irvine, CA 92612
94972xxxx0 che***@c******.com 5 2
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
T N Investments Group, LLC 17220 Newhope St, Fountain Valley, CA 92708 71443xxxx4 1 3
Corporate Park 1 and 5 1 Corporate Park, Irvine, CA 92606 94941xxxx8
Mountain-Bishop Private Wealth Management 3738 Bayer Ave Suite 205, Long Beach, CA 90808
56243xxxx3 inf*@m****.com 77
Ricardo Marin-G D L Investment 1034 S Main St, Santa Ana, CA 92701 71451xxxx7
Schubert, Scott 2020 Main St, Irvine, CA 92614
94923xxxx6 dns*****@a***.com
Wells Fargo Advisors 141 W Bastanchury Rd, Fullerton, CA 92835 71487xxxx0
Fidelity Investments 12201 Seal Beach Blvd, Seal Beach, CA 90740
80054xxxx8 a61****@f*******.com 4.5 17 320194
Edward Jones - Financial Advisor: Jon Glant 12792 Valley View St Ste F Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
Wma Bryan Nguyen 511 N Brookhurst St, Anaheim, CA 92801 71453xxxx9
TSG Wealth Management 6460 E Pacific Coast Hwy, Long Beach, CA 90803
56241xxxx0 a.s********@t****.com
Penny Stock Trading Serving theGarden Grove Area 71467xxxx9
Maven Group Investment Strategies 17777 Center Court Dr Ste 600 Cerritos, CA 90703
56224xxxx3 inf*@m************.com 5 4
BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94986xxxx0 dns*****@a***.com 136 3
Firestone Investment 2082 Business Center Dr, Irvine, CA 92612 94923xxxx2
Lh Capital 1830 Main St, Irvine, CA 92614 94924xxxx0 4.6 1287
Ascendant Capital Management 210 W Birch St Ste 208 Brea, CA 92821
71470xxxx1 chr*****************@a*****.com 5 1
Pyramid Capital Investments Corp 4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660
94983xxxx7 sro*@p*************.com
Acevedo, Daniel 1901 Main St, Irvine, CA 92614
94934xxxx4 acc**********@m************.com
Kensington Resources 600 Anton Blvd Ste 1000, Costa Mesa, CA 92626 71438xxxx0
Kothari, Sonny 145 S State College Blvd, Brea, CA 92821
71425xxxx7 ale*********@m*.com
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
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
The Phillips Group 2300 E Katella Ave Ste 405 Anaheim, CA 92806
71466xxxx1 bil****@p***************.com 4.6 34
Global Vision Holdings, Inc 19200 Von Karman Ave, Irvine, CA 92612 94928xxxx8
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
Securities America Inc 760 N Euclid St, Anaheim, CA 92801
71452xxxx0 aad********@s****************.com
BBVA Compass 2020 Main St Ste 950, Irvine, CA 92614
94921xxxx9 5 2
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
Price, Michael, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx6 dns*****@a***.com
Ark Wealth Advisors 3960 Prospect Ave # A, Yorba Linda, CA 92886
71486xxxx1 chr*********@a****************.com 5 1 173
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
Luke Cattau-Thrivent 959 S Coast Dr, Costa Mesa, CA 92626
94926xxxx2 ale*************@t*******.com 27
Financial Research Group 4500 Campus Dr Ste 135, Newport Beach, CA 92660 94975xxxx0
Tellone Financial 6200 E Canyon Rim Rd Ste 201, Anaheim, CA 92807
71499xxxx0 and*@t******.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
Edward Jones 7510 E Chapman Ave Ste B, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 86209 96000
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
Leru Investments 1240 N Van Buren St, Anaheim, CA 92807
71462xxxx7 jef****@l**************.com
Idlogiq Inc 6850 Lincoln Ave, Buena Park, CA 90620
86643xxxx7 agn**@i******.com
Kamron Nahavandi, Financial Advisor 550 W Orangethorpe Ave Ste 622 Placentia, CA 92870
71483xxxx2
M2 Investment Advisor 11770 Warner Ave, Fountain Valley, CA 92708
71424xxxx1 aal**********@m*******.com
The Saddleback Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
81826xxxx0 dns*****@a***.com 34
Marcor Capital 9482 Allison Ln, Cypress, CA 90630 71476xxxx9
Syn-Mar Associates 505 E 1st St Ste H, Tustin, CA 92780 71450xxxx6
HABERL Wealth Management 7777 Center Ave, Huntington Beach, CA 92647
71479xxxxx3 chr**@h***********.com 264 256
Wells Fargo Advisors 1135 N State College Blvd, Anaheim, CA 92806
71495xxxx7 a-w***************@w*****************.com
Midas Securities 2970 E La Palma Ave Ste Q, Anaheim, CA 92806
71463xxxx1
Sage Point Financial 10061 Talbert Ave Ste 200, Fountain Valley, CA 92708
71496xxxx0 dom****@a***********.com 2765 26 3300
Advocates 4 Consumer Protection
88836xxxx9 ddu***@a***************************.com 5 7
Hankey Investment Company 2125 Westcliff Dr, Newport Beach, CA 92660
94954xxxx1 a.g**@h****.com
Royal Alliance Assoc Inc 4701 Teller Ave Ste 101, Newport Beach, CA 92660 94926xxxx0 aba*****@r************.com 2760 26 3300
Coffin Mottola 19800 Macarthur Blvd, Irvine, CA 92612 94985xxxx9
Edward Jones - Financial Advisor: Elizabeth P Thai 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 87384 100000 5 1
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Ronald O Kindschi Investments 3010 Old Ranch Pkwy Ste 215, Seal Beach, CA 90740 56249xxxx0
Edward Jones 6 Centerpointe Dr, La Palma, CA 90623
71499xxxx5 a.j*********@e**********.com 113 113
Chizmarova, Ellie, CFA 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
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
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
E3 Financial 4100 Newport Place Dr Ste 650, Newport Beach, CA 92660
94972xxxx4 aar************@a**.com 3927
Jay Derusso 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
LPL Financial 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx1 aar********@l**.com
Barbisan, Victoria 2 Park Plz, Irvine, CA 92614
94997xxxx2 dns*****@a***.com 58 58
Spach & Associates - Ameriprise Financial Services, LLC 333 City Blvd W 3rd Fl, Orange, CA 92868
88880xxxx1 dns*****@a***.com
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
Ashwill Investments 18271 Mcdurmott W, Irvine, CA 92614
94947xxxx8 joh*@a*********.com
Crown Capital Securities 101 Main St Ste 260, Huntington Beach, CA 92648 71453xxxx4
Judy Copenbarger 5110 E Glen Arran Ln, Orange, CA 92869
94955xxxx1 fiv******@a**.com
Raymond James 200 N Harbor Blvd Suite 205, Anaheim, CA 92805
71446xxxx7 aar************@r***********.com 5 2 17482 18000
Parkcenter Realty & Investments Serving theGarden Grove Area 71426xxxx0
Aegis Asset Management Inc 2331 W Lincoln Ave, Anaheim, CA 92801 71463xxxx0
J & C Holdings 4521 Amberwood Ave, La Palma, CA 90623
71482xxxx4 inf*@t**********.co
Brian Richmond - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740
56279xxxx7 wms**********@r**.com 12375 14000
Bair Enterprises Orange, CA 92868
71479xxxx7
Financial West Group 17755 Sky Park Cir, Irvine, CA 92614
94922xxxx0 azl**@f**.com
Stan DiLiberto, CPA, CFP 12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740
56249xxxx5 sta*@c*********.com 4.8 55 4.7 27
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
Matthew Kim 12607 Hiddencreek Way Cerritos, CA 90703 42427xxxx2 5 1
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
Frome Investments 151 Kalmus Dr, Costa Mesa, CA 92626
71464xxxx0 bbe******@f*******.com 1.8 10 4.2 5 25
Lee Franchises Investments 7821 Edinger Ave, Huntington Beach, CA 92647 71489xxxx6
Barney Smith 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0
Wells Fargo Advisors 19840 Beach Blvd, Huntington Beach, CA 92648 71496xxxx7
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
Pension Profit Sharing Service Inc 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx1 bfl*****@p******.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
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
Orange County’s Credit Union 2390 E Orangewood Ave Ste 106 Anaheim, CA 92806
88835xxxx8 bne****@o**************.org 4.4 59 4.3 167
LPL Financial 242 S Orange Ave, Brea, CA 92821
71425xxxx9 aar********@l**.com
Surf City Investors, LLC P.O. Box 6093, Huntingtn Bch, CA 92615
94968xxxx7 gab*@s****************.com
Woodbury Financial Services 3070 Bristol St. Suite 500, Costa Mesa, CA 92626
94920xxxx4 bre**@j**********.com
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
D.A. Davidson 3333 Michelson Dr, Irvine, CA 92612
71432xxxx0 a.a@d*********.com 844 1100
Umpqua Bank 4040 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 ana***************@u*********.com 3.9 1174 50746 606 49000
CIBC Private Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94988xxxx0 alb***********@c***.com 2118 2200
Perla Capital Group 4 Park Plz Ste 1240, Irvine, CA 92614 94925xxxx7
I Q Investments Inc 1547 W Katella Ave, Orange, CA 92867 71453xxxx0
Providence Capital Funding 3070 Saturn St Ste 100, Brea, CA 92821
80034xxxx8 aar**********@p***********************.com 748 3 2
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
Intelliloan 500 N State College Blvd Fl 14 Orange, CA 92868
86625xxxx1 aja***@i**********.com 4.5 542 1023 28 1000
SmartCPA - Anaheim 518 S Brookhurst St Ste 4 Anaheim, CA 92804
65725xxxx8 hel*@s*******.net 4.7 3
The Abbey Company - Corporate 12447 Lewis St #203, Garden Grove, CA 92840
56243xxxx0 ab@t*********.com 5 4
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
M 1 Investments 14752 Beach Blvd Ste 207, La Mirada, CA 90638
71486xxxx7
David Tipple-Financial Advisor 12976 Main St, Garden Grove, CA 92840
71446xxxx4 aab****@b************.com 12 40840 176 41000
McA Trading 101 Main St, Huntington Beach, CA 92648 71453xxxx5
Vnt Property 1 76 S Claudina St, Anaheim, CA 92805 71477xxxx7
808 Renewable Energy 5011 Argosy Ave Ste 4, Huntington Beach, CA 92649 71489xxxx2
Thrivent Financial 34 Executive Park Ste 210, Irvine, CA 92614
80084xxxx6 a.v@t*******.com
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
Stone hatcher Financial 333 City Blvd W Ste 2050 Orange, CA 92868
71470xxxx6 inf*@b************************.com 5 2
Chi Luu - First Financial Security 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
71468xxxx2 chi*@f***********.com 5 2 5 18
Young, David Rowan 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx2 acc**********@m************.com
Farmers Insurance - Khanh Pham 12235 Beach Blvd Ste 200e Stanton, CA 90680
71488xxxx6 ask*******@f***************.com 4.2 5 19
Smith, Thomas E, AGT 2020 Main St, Irvine, CA 92614
94933xxxx0 dns*****@a***.com
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
Equico 575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0
Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc. 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
56234xxxx2 abc*******@u**.com
Trust E Tech 3303 Harbor Blvd, Costa Mesa, CA 92626
71444xxxx5 ang***@t*********.com
Ardent One Financial 3707 W Garden Grove Blvd, Orange, CA 92868
71474xxxx8 joh*@a********.com
Gregg Stapp Insurance Services 810 E Commonwealth Ave, Fullerton, CA 92831
71468xxxx4 pri***********@h***********.com 5 9
TNL Car Title Loans 710 S Brookhurst St Ste J, Anaheim, CA 92804
65722xxxx0 3ce*************************************@w*****************.com
Van Uden, Mark J 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Edward Jones 18426 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 a.j*********@e**********.com 86209 96000
Great Park Insurance 10 Corporate Park Ste 130 Irvine, CA 92606
94938xxxx2 dan***@g*****************.com 5 505 4.9 750 644 2206
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
Ferguson, Jevin 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx2 acc**********@m************.com
Charles Schwab 3421 E Imperial Hwy # E-1, Brea, CA 92823
71438xxxx0 aar********@s*****.com 4.3 8
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
Maleo 12881 Knott St #216, Garden Grove, CA 92841 71464xxxx8
Merrill Lynch Wealth Management 145 S State College Blvd, Brea, CA 92821
71425xxxx0 ale*********@m*.com
Mutual Capital Group 2751 E Chapman Ave, Fullerton, CA 92831
71473xxxx8 inf*@m*****************.com
Sperry Van Ness 18881 Von Karman Ave Ste 800, Irvine, CA 92612
94970xxxx0 aar********@s**.com 1207 5
Royal Alliance Associates Inc 2010 Main St Ste 130, Irvine, CA 92614
94955xxxx0 aba*****@r************.com 2760 26 3300
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
Thai, Elizabeth P 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 86710 98000
Yhc Wealth Management Group 18396 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 pgb******@w******************.com 199 5 205
Millennium Brokerage Group 2670 N Main St Ste 240, Santa Ana, CA 92705 71456xxxx1
Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx1 a.c******@p********.com 113356 3087 131000
Capital Reserve Advisors Inc 5015 Birch St, Newport Beach, CA 92660 94975xxxx9
Infinity Investment Services 14200 Culver Dr, Irvine, CA 92604 94955xxxx0
Stauffer, Dave 2677 N Main St, Santa Ana, CA 92705
71464xxxx4 acc**********@m************.com
Hartfelder, Jack 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Garte & Associates Inc 19200 Von Karman Ave, Irvine, CA 92612 94962xxxx3
Talley & Co 790 The City Dr S, Orange, CA 92868 71486xxxx0
Edward Jones - Financial Advisor: Brian K Clark 1467 N Wanda Rd Ste 175, Orange, CA 92867
71494xxxx3 a.j*********@e**********.com 85274
Strategic Financial Group 18191 Von Karman Ave Ste 100, Irvine, CA 92612 94962xxxx0
Financial Growth Management Inc 1421 N Wanda Rd, Orange, CA 92867
71463xxxx4 3d5*************************************@w*****************.com
Robert M. Densmore 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 94962xxxx9
Burton Corp 740 W 16th St, Costa Mesa, CA 92627
94961xxxx0 aam***@b*****.com 767091 764000
Pacific Pension Institute 465 Saint Andrews Rd, Newport Beach, CA 92663 94971xxxx3
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
Adventures Investments 205 Berkley St, Anaheim, CA 92804
61748xxxx3 aga*****@f*******.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
Norco Capital 20151 SW Birch St, Newport Beach, CA 92660 94955xxxx8
Nuveen Investments 1 Park Plz Ste 325, Irvine, CA 92614
94944xxxx0 aar*************@n*****.com 1812 2000
Irvine Wealth Management 9870 Research Dr, Irvine, CA 92618
94978xxxx8 5 9
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
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
Elite Financial Network Inc 7561 Center Ave unit 17, Huntington Beach, CA 92647
86656xxxx2 cai****@e********************.com 5 1 206 8 210
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
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
Gee & Shimon Investment 925 W La Palma Ave, Anaheim, CA 92801 21359xxxx8
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
Ministry Partners Investments Co 915 W Imperial Hwy, Brea, CA 92821
71478xxxx1 bil*********@m***************.org
Wells Fargo Advisors 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56259xxxx9 a-w***************@w*****************.com 188325 189000
CBM Wealth Management - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc*******@u**.com
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
Ameriprise Financial 1 Centerpointe Dr Ste 311, La Palma, CA 90623
71452xxxx0 ame******************@a***.com 132830
Kostichuk Steve 15355 Brookhurst St, Westminster, CA 92683 71483xxxx9
Raymond James 2701 W Coast Hwy, Newport Beach, CA 92663
94963xxxx2 sha*********@r***********.com
Krp Brokerage 10616 Katella Ave, Anaheim, CA 92804 71447xxxx6
Gerber Kawasaki Wealth & Investment Management 2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405
42456xxxx0 a18*****************************@s*****.wixpress 4.6 138 4.8 198
M & M Asset Management 20732 Seine Ave, Lakewood, CA 90715 56240xxxx2
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
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
Sewon USA Inc 19772 Macarthur Blvd, Irvine, CA 92612 94993xxxx5
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
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
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
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
Royal Alliance Associates Inc 12377 Lewis St Suite 102, Garden Grove, CA 92840
71475xxxx9 afr******@r************.com 2986 27 3500
Check Capital Management 575 Anton Blvd # 500, Costa Mesa, CA 92626
80071xxxx7 aeb*****@c***********.com 4.6 18
Hamy Sharifi-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx3 aab****@b************.com 98589 1302
Newport Advisory 4695 Macarthur Ct, Newport Beach, CA 92660
94962xxxx0 aj@n**************.com
Aarons & Aarons Inc. 2790 Harbor Blvd, Costa Mesa, CA 92626 71473xxxx5
First Command Financial Advisor - Jonathan Zermeno 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 7240 271
Prudential Financial 3333 Michelson Dr Ste 820, Irvine, CA 92612
94956xxxx0 a.w*****@p*********.com
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
National Planning Corp 12225 South St Ste 210, Artesia, CA 90701
56292xxxx4 pw-********************************@p**************.org
Mitchell Capital Management Inc 3187 Airway Ave, Costa Mesa, CA 92626 71443xxxx2 dgo****@g***************.com
LRES Corporation 765 The City Dr S Ste 300, Orange, CA 92868
71452xxxx7 ada*@l***.com 3.7 3
M S G Investment Group 4717 W 1st St, Santa Ana, CA 92703 71441xxxx0
Edward Jones - Financial Advisor: Anna Li Castro 15739 Imperial Hwy La Mirada, CA 90638
56294xxxx7 a.j*********@e**********.com
Orange Capital Management 333 S Anita Dr Ste 700 Orange, CA 92868
71463xxxx1 agu******@o**********************.com 3 2
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
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
American Jl Investment Group 1442 Irvine Blvd, Tustin, CA 92780 71450xxxx8
Ameriprise Financial 4425 Jamboree Rd Ste 117, Newport Beach, CA 92660
94938xxxx7 dns*****@a***.com
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
Apex Financial Services Group 500 N State College Blvd Suite #1100, Orange, CA 92868
71491xxxx6 adm**@a******.com 4 4
Wealth Creation Insurance Services 10161 Bolsa Ave Ste 204B Westminster, CA 92683
71471xxxx1 emi**@w**********************.com
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
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
Prudential Financial 17451 Bastanchury Rd Ste 201-50, Yorba Linda, CA 92886
71499xxxx8 aar*******************@p*********.com
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
Ameriprise Financial 1 Park Plz Ste 600, Irvine, CA 92614
94926xxxx1 ame******************@a***.com
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
Crossroads Planning, LLC 765 The City Dr S Ste 390, Orange, CA 92868
71489xxxx8 bra*********@c******************.com 5 14 5 7 269 68 274
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
Scott Hukriede, CPA 333 City Blvd W Fl 17 Orange, CA 92868
71462xxxx5 5 3 5 4
Frank Deptola& Associates, LLC 333 City Blvd W 17th Floor, Orange, CA 92868
71434xxxx1 fra**********@d******.com 5 1 63
Edward Jones - Financial Advisor: Stephanie Bartels 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740
56243xxxx6 a.j*********@e**********.com
Philip L Liberatore, CPA 18115 Valley View Ave Cerritos, CA 90703
71452xxxx7 d.j@l************.com 4.6 127 479 130
Lavering Investments 505 N Tustin Ave, Santa Ana, CA 92705 71433xxxx8
OC Financial Group 134 Liberty St, Tustin, CA 92782
94937xxxx4 joh*@o***************.com
Innovation Investment Group 5 National Pl, Irvine, CA 92602 71460xxxx7
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92802 71468xxxx0
Investments 550 E Montwood Ave, La Habra, CA 90631 71444xxxx0
Christenson, Peter 2 Park Plz, Irvine, CA 92614
94997xxxx4 dns*****@a***.com 55 57
Whittier Trust Company 3200 Park Center Dr Costa Mesa, CA 92626
94921xxxx0 aau**@w************.com 164 13 195
Leonid 16400 Pacific Coast Hwy, Huntington Beach, CA 92649
56254xxxx9 inf*@e***************.io 210 236
Meinert Wealth Management 19127 Bloomfield Ave, Cerritos, CA 90703 56280xxxx0
Maxim Capitol Advisors Inc 4695 Macarthur Ct, Newport Beach, CA 92660
94975xxxx3 ant****@c******************.net
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
Stinnett & Sullivan Family LP 751 W Wedgewood Ln, La Habra, CA 90631 71487xxxx3
Edward Jones 505 S Villa Real, Anaheim, CA 92807
71463xxxx8 a.j*********@e**********.com 86209 96000
Scottrade - Online Trading & Stock 13209 Jamboree Rd, Tustin, CA 92782
71466xxxx2 dns*****@s*****.com
Norfel Security Systems 1015 N Alamo St, Anaheim, CA 92801 56229xxxx0
Tremont Realty Capital 1786 Orange Ave, Costa Mesa, CA 92627 94921xxxx0
Merrill Lynch Financial Advisor Isabel Irvine 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx2 ban********************@m*.com
Wealth Management Strategies 135 S State College Blvd Ste 200 Brea, CA 92821
71491xxxx6 wms*********@y****.com
Handmade Investments A I 17462 Von Karman Ave, Irvine, CA 92614 71439xxxx4
LPL Financial 20160 Via Natalie, Yorba Linda, CA 92887
71425xxxx1 aar********@l**.com 20003 207
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
Edward Jones - Financial Advisor: Trisha M Braunstein 3621 Harbor Blvd Ste 140, Santa Ana, CA 92704
94963xxxx1 a.j*********@e**********.com 48 91
American Strategic Capital Inc. 949 S Coast Dr Ste 280, Costa Mesa, CA 92626 71452xxxx3
Marino, Alex 1122 E Lincoln Ave, Orange, CA 92865
71499xxxx4 acc**********@e**********.com 86718 98000
Skyhill Financial, Inc 5762 Bolsa Ave, Huntington Beach, CA 92649
71465xxxx8 bra******@s***************.com
The Focal Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx6 acc**********@m************.com
Curtis Ostling-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx4 acm***********@m************.com
Sterling Tax Advocates Seal Beach, CA 90740
56259xxxx8 cct**********@r*******.com 5 7
Remedios Manzanilla Inc 11428 Artesia Blvd, Artesia, CA 90701 56286xxxx8
Strattford Capital 10900 Magnolia Ave, Anaheim, CA 92804 71482xxxx0
The Bailey Group 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx4 rbc*********@r**.com
Lifestyle Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
94983xxxx3 aar*********@s******.com 9472 9500
Marion Consulting 1604 E 4th St Ste A, Santa Ana, CA 92701
71424xxxx4 aga****@k************.com
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
First Command Financial Advisor - Joe Knutsen 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 1 7369 212 7600
Western Investment Corp 620 W Orangewood Ave, Anaheim, CA 92802 71497xxxx0 aa@w************.com 3.5 374
Edward Jones - Financial Advisor: Jaime A. Torres 7755 Center Ave Ste 1010, Huntington Beach, CA 92647 71490xxxx6
East Eagle Drive Investment Co 3880 E Eagle Dr, Anaheim, CA 92807 94985xxxx5
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
Monaco Financial 4900 Birch St, Newport Beach, CA 92660
94975xxxx3
Brunel Investment Co 12171 Hermon Dr, Tustin, CA 92782 71473xxxx4
Pacific Coast Financial Advisors-Thrivent Financial 5241 E Santa Ana Canyon Rd, Anaheim, CA 92807
71426xxxx8 art**********@t*******.com 292 272
Buckingham Strategic Wealth 3 Park Plz, Irvine, CA 92614
87769xxxx2 adm**@b****************.com 553 6 650
Winn Financial & Management 6395 Westminster Blvd, Westminster, CA 92683
71488xxxx6 and********@w************.us 4.9 44 4883 50 5100
Hammond Investment Group 14536 Brookhurst St Ste 101, Westminster, CA 92683 71453xxxx7
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
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
Cano Wealth Management, Inc. 1100 Town and Country Rd Suite 1250, Orange, CA 92868
71449xxxx4
Citadel Invest 3826 S Flower St Apt E, Santa Ana, CA 92707 71462xxxx7
Financial Advisors U.S. Bancorp Investments 201 E Yorba Linda Blvd, Placentia, CA 92870
71498xxxx9 aar************@u*****.com 345471 5393 348000
Tustin Centre Holdings 1551 N Tustin Ave, Santa Ana, CA 92705
71455xxxx3 5 2
Gbi Investments Inc 201 E Avenida Santa Elena, La Habra, CA 90631
56271xxxx4 gul@m***********.com
Knowlton Financial 3502 W Orange Ave, Anaheim, CA 92804 71468xxxx8
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
Allen Investment Management 5437 E Avenida Palmar, Orange, CA 92869 71474xxxx0
Providential Securities 8700 Warner Ave, Fountain Valley, CA 92708 71459xxxx4
Lauren Hawkins - Thrivent 18377 Beach Blvd Ste 215, Huntington Beach, CA 92648
71496xxxx8 adm**@d***********.com
The Nero Coyle Group-Morgan Stanley 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx5 acc**********@m************.com
Tommy Mai Financial 8201 Westminster Blvd Ste 202 Westminster, CA 92683
71498xxxx9
Pride Investments 14441 Beach Blvd Ste 207, Westminster, CA 92683 71427xxxx3
Catherine Fullerton-Thrivent 18377 Beach Blvd, Huntington Beach, CA 92648
71496xxxx8 adm**@d***********.com
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
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
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
Johny Makhijani - Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx2 dns*****@a***.com 117 125
Goodyear Investment Inc 17195 Newhope St Ste 209, Fountain Valley, CA 92708
71455xxxx0 cro*******@t********.com
Edward Jones - Financial Advisor: Gabriel Choo 3111 N Tustin St Ste 190, Orange, CA 92865
71463xxxx0 a.j*********@e**********.com 87630 100000
Sequoia Property Investments 2195 Canyon Dr, Costa Mesa, CA 92627 94928xxxx9
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
Number 1 Business Brokers Anaheim, CA 92807 71477xxxx7
PREMIER LEGACY LLC 1607 E Lincoln Ave Ste C, Orange, CA 92865 86696xxxx5
Edward Jones 505 S Villa Real Ste 201, Anaheim, CA 92807 71463xxxx8
ArdentOne Financial 3707 W Garden Grove Blvd, Orange, CA 92868
71474xxxx8 joh*@a********.com
High Street Holding 15300 Valley View Ave, La Mirada, CA 90638
31099xxxx0 kmk@h*********.net
Edward Jones - Financial Advisor: Michael R Long 18002 Irvine Blvd Ste 102, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86230 96000
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
Troy Yoshida CPA & Business Advisors 5836 Corporate Ave #100, Cypress, CA 90630
71489xxxx3 doe*****@t******.com 5 10
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
Taussig, Josh, CFA 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 acc**********@m************.com
Golden 1400 N Harbor Blvd, Fullerton, CA 92835
71444xxxx0 a.h*******@c*****.com 1960 108 2200
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
Cravitz Financial & Insurance Solutions 500 N State College Blvd Suite #1100, Orange, CA 92868
71446xxxx5 rya*@c***************.com 5 1 72
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
Newport Coast Capital Management 5000 Birch St Ste 600, Newport Beach, CA 92660 94972xxxx0
S & M Investment 501 N Brookhurst St, Anaheim, CA 92801 90991xxxx3
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
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
American Express 9261 Krepp Dr, Huntington Beach, CA 92646 71496xxxx0 aar**@a**************.com 898016
American Capital Acquisitions 600 Anton Blvd, Costa Mesa, CA 92626 71498xxxx2
Griffin Capital Securities 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 ada*@g*************.com
Primoris Equity Group LLC 2501 E Chapman Ave Ste 100, Fullerton, CA 92831 87739xxxx8
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
Affinity24 1322 Bell Ave Ste 1L Tustin, CA 92780
84472xxxx4 aus***@a*********.com 5 9
Morgan Stanley Wealth Management 1221 E Dyer Rd, Santa Ana, CA 92705
71454xxxx0 aar***********@m***********************.com
Jermaine Jamison-Platinum Financial Services Advisor, Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94997xxxx1 dan***********@a***.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
R & M Investments 931 Ziegler Way, Placentia, CA 92870 71457xxxx9
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® 1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 278 3 286
Pacific Advisors 1525 E Chapman Ave, Fullerton, CA 92831
71460xxxx9 dom*********@g***.com
Askew Kabala & Co. Inc. 242 W Main St, Tustin, CA 92780 71450xxxx0 con****@a**********.com
Edelman Financial Engines 2400 E Katella Ave, Anaheim, CA 92806
83375xxxx3 aar**@e**********************.com
DW Investment Group 1720 E Garry Ave Ste 220, Santa Ana, CA 92705 94955xxxx8
Bio-Organic Catalyst Inc 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
Financial Network Investment Corporation 2440 N Glassell St Ste U, Orange, CA 92865 71497xxxx7
Michael Ray Income Tax Service 4622 Katella Ave Ste 201, Los Alamitos, CA 90720
56259xxxx3 cap*******@g****.com 48 5 5 24 10 25
NWM GROUP- Newport Wealth Management Group 23 Corporate Plz Newport Beach, CA 92660
94990xxxx9 5 2
Universal Payment Solutions 12534 Valley View St #329, Garden Grove, CA 92845 86694xxxx4 1.7 6
Bison Real Estate Investment Deals 677 N Clinton St, Orange, CA 92867 71472xxxx0
Jeff Gielau - Santiago Orchard Financial and Insurance Services 2520 N Santiago Blvd Ste A Orange, CA 92867
71499xxxx3 jag*@f***********************.com 5 2 65
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
Ameriprise Financial 5242 Katella Ave, Los Alamitos, CA 90720
56279xxxx3 ame****************@e*.ameriprise 4 1
DJM Investments 3198 Airport Loop Dr, Costa Mesa, CA 92626
30558xxxx3 dav**@d*************.net
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
IWM Partners, LPL Wealth Advisors 3 Park Plaza suite 1490, Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 1
Vestar/Gray INVESTORS 17622 Armstrong Ave, Irvine, CA 92614 94986xxxx1
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
Sellabusiness.Com Anaheim, CA 92807
71469xxxx3 gra**@s************.com
Basdakis Wealth Management Group 114 Pacifica Ste 320 Irvine, CA 92618
94950xxxx5
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
Edward Jones 377 E Chapman Ave Ste 120, Placentia, CA 92870
71457xxxx6 a.j*********@e**********.com 86209 96000
Frome Investments 6372 Industry Way, Westminster, CA 92683 71437xxxx7
The Kington Group 9222 Walker St Cypress, CA 90630
71499xxxx5 bri**@t**************.com 4.3 12 4.7 47
Sunny Realty & Management Inc 9946 Garden Grove Blvd, Garden Grove, CA 92844 71463xxxx0
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
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
First Command 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 46 7379 213 7600
The Linzmeier Pitcher Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
D G K Investment Corp 3519 E Meadowridge Rd, Orange, CA 92867 71497xxxx9
Sage Investco Deux 3837 Birch St, Newport Beach, CA 92660 94995xxxx0
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
Barth Financial Advisors, LLC 333 City Blvd W # 2050, Orange, CA 92868 71470xxxx6
SageView Advisory Group 1920 Main St Ste 800, Irvine, CA 92614
80081xxxx2 ach**@s***************.com 150 6 158
Yao, Yijun 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Teton Investments 2848 S Fairview St, Santa Ana, CA 92704 71454xxxx0
Graystone Investment Corporation 9465 Garden Grove Blvd Ste 200, Garden Grove, CA 92844 71433xxxx1
Pension Financial Group - Richard Sturm 5152 Katella Ave #104, Los Alamitos, CA 90720
56259xxxx8
A & K Investment 18350 Mount Langley St, Fountain Valley, CA 92708 71496xxxx6
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
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
Peters Investment Management 4332 W Cerritos Ave # 102, Los Alamitos, CA 90720
71482xxxx0 nat***********@y****.com 5 1
Y and G Income Tax 14600 Goldenwest St Ste A201 Westminster, CA 92683
71449xxxx8 yoa***********@y****.com 4.3 16
Pacific Alternative Asset Management 19540 Jamboree Rd Ste 400, Irvine, CA 92612
94926xxxx0 bbr***@p*****.com
Financial Advisors U.S. Bancorp Investments 201 W Bastanchury Rd, Fullerton, CA 92835
71468xxxx3 aar************@u*****.com 345471 5393 348000
Shark Investments Inc 2709 Westminster Ave, Santa Ana, CA 92706 71455xxxx8
Fbr And Company 18101 Von Karman Ave Ste 950, Irvine, CA 92612
94947xxxx0 abc@f**.com
Warburg Pincus 3010 Old Ranch Pkwy, Seal Beach, CA 90740 21287xxxx0
Prisma Capital Partners LP 19540 Jamboree Rd, Irvine, CA 92612
94926xxxx0 aba******@p***********.com
Joshua Axel CFP-UBS Financial Services Inc 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx4 abc*******@u**.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
Wells Fargo Advisors 9929 Chapman Ave, Garden Grove, CA 92841 71459xxxx0
Unique Investment Corps 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 inf*@u*************.com
Koren Strategic Investments 1382 Valencia Ave, Tustin, CA 92780 71427xxxx5
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
Dana Capital Group 760 N Euclid St, Anaheim, CA 92801 71499xxxx4
Nvestment Concepts Inc 1647 E Lincoln Ave, Orange, CA 92865
71463xxxx6 aly*****@i***********.com
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
Govind Investments, Inc 10591 Los Alamitos Blvd, Los Alamitos, CA 90720
56259xxxx9
Hap Cole - Associate Financial Advisor, Ameriprise Financial Services 8212 Wildwood Dr, Huntington Beach, CA 92646
71453xxxx2 dns*****@a***.com
First Foundation Bank 18101 Von Karman Ave Ste 750, Irvine, CA 92612
94920xxxx0 ada*@f*****************.com
Silverwood Investment 19772 Macarthur Blvd, Irvine, CA 92612 94975xxxx0
Owen Zhang - OZ Wealth Management 530 Technology Dr Ste 100 Irvine, CA 92618
94952xxxx3 zha*********@g****.com 5 19
Raymond James 14102 Montgomery Dr, Westminster, CA 92683
71489xxxx3 aar************@r***********.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
Gold Alliance Serving theGarden Grove Area 80045xxxx5
CWC Investment 507 N Bush St, Santa Ana, CA 92701 94985xxxx7
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
Asset Management 417 S Broadway, Santa Ana, CA 92701 94928xxxx9
AMIP Lending 3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 56273xxxx5
Mjd Investment Co. 580 W Lambert Rd Ste E, Brea, CA 92821 71452xxxx3
Wealth Strategies Group 950 S Coast Dr Ste 115, Costa Mesa, CA 92626
71438xxxx0 inf*@w********************.com 16 18
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
JCM Investments 873 W 17th St, Costa Mesa, CA 92627 94964xxxx3
Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch 500 S Main St, Orange, CA 92868
56221xxxx8 ale************@u*****.com 345417 5420 348000
Soojinda Investment Management 7475 La Palma Ave, Buena Park, CA 90620 71452xxxx5
Sandeep Madhavan-Private Wealth Advisor, Ameriprise Financial Services 14771 Plaza Dr, Tustin, CA 92780
94925xxxx5 cry************@a***.com 243 222 223
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
PruVise, Inc 4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660
94979xxxx4 leg**@c************.com 5 1
WILWIN INVESTMENT LLC 13892 Harbor Blvd STE 4B, Garden Grove, CA 92843 71426xxxx4
H L J Capital Group 2034 E Lincoln Ave Ste 287, Anaheim, CA 92806 71480xxxx1
Wilson Financial Services 12419 Lewis St Ste 101 Garden Grove, CA 92840
71470xxxx0 chr******@w***************.com 3.8 9
Bond Wealth Management 5001 Airport Plaza Dr #220, Long Beach, CA 90815
56228xxxx2 bor****@b************.com
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
Tina Chou - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 dan***********@a***.com
Robert Breen - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614 94966xxxx8 and*****************@f*******.com 61
Baker Jensen Invstmnt Advisors 1001 Dove St Ste 240, Newport Beach, CA 92660 94983xxxx0
Securities Inc Ffp 333 S Anita Dr Ste 625, Orange, CA 92868 71446xxxx3
Shields Cattau Financial Group 959 S Coast Dr, Costa Mesa, CA 92626
94926xxxx2 adm**@d***********.com 411589
Realty Investment Assn-Calif 17802 Irvine Blvd Ste 117, Tustin, CA 92780
71454xxxx4 ell********@y****.com 38
Retirement Distribution & Wealth Management Strategies Inc. 509 S Brea Blvd Unit 13, Brea, CA 92821
71487xxxx0 jpe*****@p***************.com
Vline Investment 9501 Erskine Dr, Huntington Beach, CA 92646 71441xxxx3
Securities America Inc 2543 E Denise Ave, Orange, CA 92867
71499xxxx6 aad********@s****************.com
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
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
Couyoumjian Asset Mgnt 15145 Woodlawn Ave, Tustin, CA 92780
71421xxxx4 ach**********************@g****.com
Cetera Advisor Networks 2440 N Glassell St Ste U, Orange, CA 92865
71497xxxx7
Adam J Salman Investing 1824 Fairford Dr, Fullerton, CA 92833 71483xxxx2
The Maize Lasker Group-Morgan Stanley 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx4 acc**********@m************.com
Financial Resources Group 610 Newport Center Dr Ste 200 Newport Beach, CA 92660
94995xxxx5 inf*@f********************.com 2.8 6
Passco Property Management Inc 2050 Main St Ste 650, Irvine, CA 92614
94944xxxx0 abr***@p*****.com 4.5 32
Capstone Lending Corp 6061 Dale St, Buena Park, CA 90621
71452xxxx1 but**@c**************.com 76 79
Circle J Investment Co 1501 La Loma Dr, Santa Ana, CA 92705 71454xxxx2
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Ameriprise Financial 11423 187th St Ste 100, Artesia, CA 90701
56292xxxx1 ame******************@a***.com 132834
Tommy Mai Financial 12221 Brookhurst St Ste 150, Garden Grove, CA 92840 71498xxxx9 3 2
Newtrust Realty & Investment 12962 Main St, Garden Grove, CA 92840 65723xxxx3 2.3 3
Vista Recovery Management Garden Grove Fwy, Garden Grove, CA 92841 85520xxxx2
Loynes, James R, CFA 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx6 acc**********@m************.com
Richey Advisors 110 E Wilshire Ave, Fullerton, CA 92832
71444xxxx6 inf*@r****.com 28
Edward Jones-Financial Advisor: Ruben Tarkhanyan, CFP 2811 E Katella Ave, Orange, CA 92867
71445xxxx0 acc**********@e**********.com 86737 98000
Edward Jones 12341 Newport Ave Suite B-100, Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 15
Silent Production Group 4347 Green Ave, Los Alamitos, CA 90720 56243xxxx4
Dover Management 1530 S Harbor Blvd, La Habra, CA 90631 71452xxxx4
Nagy, Christopher, AGT 5242 Katella Ave, Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
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
Edward Jones 2134 Main St, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 86209 96000
Olympia Realty 1420 E Edinger Ave Ste 107, Santa Ana, CA 92705 71456xxxx4
StrataTax 5694 Mission Center Rd Ste 215 San Diego, CA 92108
85822xxxx0 5 135
Ben Goldberg - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740
56279xxxx6
Malietoa Investment Group 1661 N Raymond Ave, Anaheim, CA 92801 71420xxxx3
Marino Investment Company 3636 Birch St Ste 200, Newport Beach, CA 92660
94997xxxx2 eri*@m****************.com
KYL Enterprise Inc 13816 Red Hill Ave, Tustin, CA 92780 90966xxxx6
Atlantas Enterprises 213 Miguel Pl, Fullerton, CA 92835 71448xxxx0
Wealth Management Services Inc 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Ryan Morrissey-Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx7 acc**********@m************.com
Optima Asset Management Service Inc 14241 Firestone Blvd, La Mirada, CA 90638 56240xxxx7 *nn*@o**********.com
Barloon, Barron & Mais Wealth Management - UBS Financial Services Inc. 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
56234xxxx3 abc*******@u**.com
Vangard Investment Properties 2601 E Chapman Ave, Fullerton, CA 92831
71445xxxx5 abi*****@v***************.com 176 7 174
Morgan Stanley Wealth Management 650 Town Center Dr Ste 100, Costa Mesa, CA 92626 71495xxxx0
Tetrad Investments 15190 Kensington Park Dr, Tustin, CA 92782 71469xxxx4 d.j@d***********.com 4 519
Yang Investments 901 S Coast Dr, Costa Mesa, CA 92626 71472xxxx6
Integrity Wealth Management & Insurance Services 14241 Firestone Blvd, La Mirada, CA 90638
56229xxxx0 joh******@i****.com
Merit Wealth Management - Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx8 chr***************@a***.com 221
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
LA Wealth Management 3200 Park Center Dr Floor 14, Costa Mesa, Ca 92626
31098xxxx2 joh*@l*****************.com 5 3
Dilday & Associates 6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803
56259xxxx5
Western Investors 1886 Tahiti Dr, Costa Mesa, CA 92626 71454xxxx9
McKay, Clive 5242 Katella Ave, Los Alamitos, CA 90720
56298xxxx0 dns*****@a***.com
Retirement Distribution And Wealth Management Strategies 2501 E Chapman Ave Ste 140 Fullerton, CA 92831
71487xxxx0 jpe*****@p***************.com
RLH Equity Partners 18300 Von Karman Ave, Irvine, CA 92612
94942xxxx0 aad***@r********.com
InvestLinc Wealth Services 10 Pointe Dr Ste 150 Brea, CA 92821
71456xxxx0 ama***@i*********.com 5 3
Branch Investment Group 20341 SW Birch St, Newport Beach, CA 92660 94975xxxx2
Meinert Wealth Management LLC 5000 E Spring St #340, Long Beach, CA 90815
56247xxxx7 joh*@m************.com
Correa & Associates - Ameriprise Financial Services 101 Main St Ste 380, Huntington Beach, CA 92648
71437xxxx0 ant*********************@a***.com
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
Sheridan Capital Advisory 17870 Sky Park Cir, Irvine, CA 92614
94959xxxx0 abr*****@s**********.com
Neozyme 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
Alnour Investments 8151 Electric Ave Ste B, Stanton, CA 90680 71448xxxx6
Markwood Capital Alliance Inc 6 Hutton Centre Dr, Santa Ana, CA 92707
71454xxxx0 cha*@m**************.com
National Planning Corporation 3230 E Imperial Hwy Ste 110, Brea, CA 92821
71499xxxx0 hmc********@s***************.com
Barr Cisneros Group - Wealth Management 3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 56259xxxx7
The Chartist Inc 5122 Katella Ave Ste 200, Los Alamitos, CA 90720
56259xxxx5 con******@t**********.com
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
Pristine Asset Group 9877 Chapman Ave, Garden Grove, CA 92841 65721xxxx1 1.8 4
Wells Fargo Advisors 13916 Seal Beach Blvd, Seal Beach, CA 90740
94925xxxx4 a-w***************@w*****************.com 189215
Benefit Funding Retirement 138 S Imperial Hwy, Anaheim, CA 92807
71492xxxx5 ade*********@b*******************.com
Sunny Brian 765 The City Dr S, Orange, CA 92868 71474xxxx0
Mosley Wealth Management 2401 E Katella Ave #270, Anaheim, CA 92806
71442xxxx8 inf*@m*********************.com 4.9 22
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 W Cerritos Ave, Los Alamitos, CA 90720
56249xxxx3 inf*@w**********************.com 4.8 23 5 11 144 15 146
NJ Investment 1438 Ritchey St, Santa Ana, CA 92705 71450xxxx2
Miramontes Capital 4701 Teller Ave Newport Beach, CA 92660
80046xxxx5 ang**********@m****************.com 5 25 4.3 23 1920 6 1900
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
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
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
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
Reckinger, Robert A 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
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
Wealth Management Solutions 4000 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 58 4 62
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
Douglas Investments Co 4642 Kimberwick Cir, Irvine, CA 92604 94955xxxx1
Fairview Medical 1002 N Fairview St, Santa Ana, CA 92703 71448xxxx8
Fidelity Investment Center 815 E Birch St Brea, CA 92821 71467xxxx0 a61****@f*******.com 3.9 31 3.7 18
Merrill Lynch Financial Advisor Scott D Paul 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx8 ban********************@m*.com
Prudential Financial 14200 Culver Dr, Irvine, CA 92604
94955xxxx1 abc*******@p*********.com
Matthew Burns-Thrivent 203 N Brea Blvd, Brea, CA 92821
71452xxxx0 adm**@d***********.com
Ihl Inc 1340 W Lambert Rd Unit 84, La Habra, CA 90631 56269xxxx0
J C Income Tax 10181 Westminster Ave Ste 203 Garden Grove, CA 92843
71459xxxx7 inf*@j************.com 4.1 18
SGC Investments 3607 E Ridgeway Rd, Orange, CA 92867 71444xxxx3
TD Ameritrade 6636 E Pacific Coast Hwy, Long Beach, CA 90803
80066xxxx0 aam***********@t***********.com 393051 400000
Harker Investments 7501 9th St, Buena Park, CA 90621 71492xxxx0
Seal Beach, CA Branch Office - UBS Financial Services Inc. 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
56234xxxx1 abc*******@u**.com
SchoolsFirst Federal Credit Union 2115 N Broadway Santa Ana, CA 92706
80046xxxx8 abc*******@s**************.org 4.4 147 3.9 200 94780 133 95000
Silversage Advisors 19200 Von Karman Ave Ste 500, Irvine, CA 92612
94922xxxx5 dsa***@s*****************.com
Juding Inc 3230 E Imperial Hwy, Brea, CA 92821 71464xxxx6
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
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
KKH Investments, LLC 15235 Caravaca Rd, La Mirada, CA 90638 71439xxxx7
Global Wealth Management 18111 Von Karman Ave Ste 424, Irvine, CA gwm*******@c*************.com
Rockwater Financial Services 2010 Main St Ste 130, Irvine, CA 92614 94925xxxx0
Irvine Bookkeeping 2372 Morse Ave Ste 9 Irvine, CA 92614
94954xxxx0 c18*****************************@s*****.wixpress 5 45
Insite Investment Realty 4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660 94967xxxx0
Shirk, Jason 2020 Main St, Irvine, CA 92614
94966xxxx8 dns*****@a***.com
Xoa Tax 10015 Garden Grove Blvd, Garden Grove, CA 92844
71491xxxx8 con****@x*****.com 5 18 4.7 56 54
Eagle Tax Res - California 100 W Main St Ste 7 Tustin, CA 92780
94941xxxx5 eag************@d*****************.com 4.7 84
Edward Jones - Financial Advisor: Bill Murray 259 S Randolph Ave Ste 100, Brea, CA 92821
71452xxxx8 a.j*********@e**********.com 480 483
Newport Wealth Advisors 4695 MacArthur Ct Fl 11 Newport Beach, CA 92660
87769xxxx7 a@n********************.com 4.2 5
Q A Investments 14291 Euclid St, Garden Grove, CA 92843
71426xxxx0
Personal Financial Svc Co 3010 Old Ranch Parkway, Suite 350, Seal Beach, CA 90740 56259xxxx0
Torres, Donald E 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Darany Michael A 17802 Irvine Blvd, Tustin, CA 92780
71483xxxx0 jls@m*******.com
Zeiger Capital Management Inc 2192 Martin, Irvine, CA 92612 94975xxxx9
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Shaw, Robert 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
Lexan Investment Co 10451 Bolsa Ave, Westminster, CA 92683 71441xxxx8
Monarca Investment 2014 S Main St, Santa Ana, CA 92707 71454xxxx2
Merrill Lynch Financial Advisor Marc P Davis 3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740
56249xxxx8 ban********************@m*.com
O C Trade Investment 17401 Beach Blvd, Huntington Beach, CA 92647 71459xxxx1
Scalco Financial - Tax and Wealth Management 13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740
56243xxxx0
Balteanu, Andrea, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com
RMV Tax Inc.
94951xxxx6 rob***********@g****.com 4.8 6
Ronjon Investments 20902 Brookhurst St, Huntington Beach, CA 92646 71496xxxx6
1st Choice Tax & Accounting Services 12739 Lakewood Blvd, Downey, CA 90242
56265xxxx0 cla****@1************.com 4.8 22 4.9 130
Principal Financial Group 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 a.s****@p********.com 68212 230 70000
Oz Gram Investment Inc 319 E Palm Dr, Placentia, CA 92870 71498xxxx6
World Financial Group Inc 9741 Bolsa Ave, Westminster, CA 92683
71453xxxx3 con****************@t***********.com 82300 2050 86000
Posilovich Enterprises 1743 S Douglass Rd, Anaheim, CA 92806
71497xxxx0 adm**@p*********.com
Ambassador Wealth Management, LLC 5101 E La Palma Ave Ste 100b, Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 240 236
Corellia Finance & Tax 511 E 1st St Ste H Tustin, CA 92780
94922xxxx1 inf*@c**********.com 4.9 35
Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc***@u**.com
Dhe Investment Inc 2082 Business Center Dr, Irvine, CA 92612 88832xxxx6
Bablot Investments 12791 Newport Ave, Tustin, CA 92780 71473xxxx6
ESY Tax Group 440 W First St Ste 206 Tustin, CA 92780
71490xxxx7 c18*****************************@s*****.wixpress 5 82
Financial Advisors Network 1432 Edinger Ave Ste 200, Tustin, CA 92780
71459xxxx0 doe*****@f***********************.net 178 6 213
Jeff Barrera - Raymond James 4501 Cerritos Ave Ste 202, Cypress, CA 90630
56252xxxx1 5 1
Klein Financial Advisors 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx0 geo***@g*******.com 225
RAI Wealth Management 110 E Wilshire Ave Ste 307 Fullerton, CA 92832
71444xxxx6 gt@r****.com
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Cannon Asset Recovery, LLC 2034 E Lincoln Ave Suite 364, Anaheim, CA 92806 71460xxxx5
Adventure Investment West 321 W Katella Ave, Anaheim, CA 92802 71480xxxx7
Ober Financial Services 2019 W Orangewood Ave, Orange, CA 92868 71477xxxx0
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
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
Wells Fargo Advisors 2970 Harbor Blvd, Costa Mesa, CA 92626 71454xxxx3
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
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ 101 Main St Ste D, Seal Beach, CA 90740
56279xxxx9 a.j*********@e**********.com 177 3 182
Richland Communities 3161 Michelson Dr, Irvine, CA 92612
94926xxxx0 bco****@r******************.com
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
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
Keep It Simple Financial Planning 333 City Blvd W # 1700, Orange, CA 92868
87767xxxx3 inf*@k********************.com 5 8 2522 5
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
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
Michael J Russo 2600 Michelson Dr, Irvine, CA 92612
94937xxxx0 dns*****@a***.com 223 224
Creative Real Estate Investment 1153 Melia Pl, Placentia, CA 92870 71499xxxx4
Spach & Associates - Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
88880xxxx1 dns*****@a***.com 27
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
Romero Wealth Management 2520 N Santiago Blvd Orange, CA 92867
71454xxxx7 doe**@r*******.com 4.8 5
Dcp 701 S Raymond Ave, Fullerton, CA 92831 71422xxxx5
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
Edward Jones 7755 Center Ave, Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 85136
Hobert Wealth Management 23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660
80074xxxx8 hob*****@h*********************.com 5 1
Coatal Capital Funding Inc 1300 Bristol St N, Newport Beach, CA 92660
94966xxxx0 a@a**************.com 5 216 608 623
K & E Invest & Consulting 2400 E Lincoln Ave Apt 225, Anaheim, CA 92806 71475xxxx0
Peterson, Rex B 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx4 acc**********@m************.com
The Investment & Money Management Group 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Daikovich Financial Services 7453 La Palma Ave, Buena Park, CA 90620
71452xxxx0 ver***********@l**.com
The Financial Doctor 12912 Brookhurst St STE 310, Garden Grove, CA 92840
71420xxxx1 nam*@y*********.com
Lewis Street Investors 1422 S Allec St, Anaheim, CA 92805 71499xxxx0
O'Bryan Investment Co Iowa Cal 515 Cabrillo Park Dr, Santa Ana, CA 92701 71455xxxx6
Edward Jones - Financial Advisor: Rachael E. Yohai 311 Main St Ste 15, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 36
Granite Investment Group 2 Park Plz Ste 800, Irvine, CA 92614
94947xxxx0 abo*****@g****************.com 5 1
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
Cole & Company Wealth Management, Inc 1420 E Chapman Ave, Orange, CA 92866
71470xxxx5 dar**@d********.com 5 1
Orange County Associates 250 N Golden Circle Dr, Santa Ana, CA 92705
71497xxxx3 d.s*****@o*********************.com
20 20 Financial Advisers 575 Anton Blvd Ste 150, Costa Mesa, CA 92626
71443xxxx9 ast*******@2*****.com
Pruthi, Akhil 1467 N Wanda Rd, Orange, CA 92867
71494xxxx3 acc**********@e**********.com 86718 98000
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