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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
1835 W Orangewood Ave, Orange, CA 92868 |
|
71494xxxx8 |
dns******@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Nichols & Associates Inc. |
17901 Von Karman Ave Ste 600, Irvine, CA 92614 |
|
94933xxxx0 |
|
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Yvonne Kuhn |
12341 Newport Ave Ste B-100 Santa Ana, CA 92705 |
|
71483xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
42 |
|
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Boatright Capital Management |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
bre*****@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Woodson Wealth Management |
San Diego, CA 92130 |
|
85892xxxx0 |
adm**@w********.com |
|
|
3 |
2 |
|
|
188 |
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schneider Investment Group |
17284 Newhope St, Fountain Valley, CA 92708 |
|
71436xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fundco Investments |
9911 Irvine Center Dr, Irvine, CA 92618 |
|
94947xxxx5 |
aci********@o*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Analysis & Investment Corp |
420 Exchange, Irvine, CA 92602 |
|
71450xxxx7 |
dav**@i*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Correa, Eladio, AGT |
101 Main St, Huntington Beach, CA 92648 |
|
71437xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northern Trust |
660 Newport Center Dr Ste 1100, Newport Beach, CA 92660 |
|
94971xxxx0 |
dns**********@n***.com |
4.6 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Incorporation Attorney |
1820 W Orangewood Ave #104a, Orange, CA 92868 |
|
71463xxxx8 |
cor*************@i********************.com |
4.9 |
64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ulivi Wealth Management |
369 S Glassell St, Orange, CA 92866 |
|
71477xxxx0 |
and***@a********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dinh Investments |
15058 Moran St, Westminster, CA 92683 |
|
71489xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sina Azari - Catalyst |
Ansheim, CA 92808 |
|
65021xxxx4 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
|
|
|
|
53 |
9 |
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources Capital Mangement |
16755 Von Karman Ave, Irvine, CA 92606 |
|
94926xxxx6 |
ale**@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual Financial: Kierulff Kyle |
1100 Town and Country Rd # 1310, Orange, CA 92868 |
|
71456xxxx0 |
a.-***********@n*****************.com |
5.01 |
|
|
|
|
|
107321 |
16172 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Randolph J Schroeder |
505 S Villa Real Ste 201 Anaheim Hills, CA 92807 |
|
71463xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Circle Financial Planning |
1940 N Tustin St # 104, Orange, CA 92865 |
|
71497xxxx6 |
|
5.07 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RealManage - Anaheim, CA |
2300 E Katella Ave #335, Anaheim, CA 92806 |
|
86647xxxx3 |
acc************@c*******.com |
3.9 |
44 |
|
|
|
|
1524 |
|
1600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advance Financial |
9081 Bolsa Ave, Westminster, CA 92683 |
|
71469xxxx4 |
and*************@a******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pcre Investment Group |
9430 Warner Ave, Fountain Valley, CA 92708 |
|
71448xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Invescap, Inc. |
155 N Riverview Dr, Anaheim, CA 92808 |
|
71469xxxx0 |
097*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D & S Investments |
3751 S Harbor Blvd, Santa Ana, CA 92704 |
|
71443xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B R Investors |
17392 Daimler St, Irvine, CA 92614 |
|
31078xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
500 N State College Blvd Ste 1100, Orange, CA 92868 |
|
71468xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inno Cal Venture |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
71485xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Matters With Ken Moraif |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94939xxxx0 |
aar**@m***********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
THK Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: John Thomas Patton |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Welsh Advisors |
1915 W Orangewood Ave Suite 102, Orange, CA 92868 |
|
71427xxxx7 |
jjo*****@w************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gelman LLP |
1940 E 17th St, Santa Ana, CA 92705 |
|
71466xxxx0 |
ado****@g********.com |
|
|
5 |
1 |
|
|
1141 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hanna Capital Management |
8105 Irvine Center Dr Ste 1170, Irvine, CA 92618 |
|
94927xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
2350 Main St, Irvine, CA 92614 |
|
71468xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Majestic Financial Group |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71442xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Omega One Company |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94979xxxx8 |
cal*@o*******.net |
|
|
|
|
|
|
1715 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Russo, Michael |
4 Venture, Irvine, CA 92618 |
|
94937xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
223 |
|
224 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brighton Investments |
980 Roosevelt, Irvine, CA 92620 |
|
94938xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
18191 Von Karman Ave Ste 420, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jo Cinnamon |
62 Orchard, Irvine, CA 92618 |
|
97180xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephen P Kearns - Regional Director, Ameriprise Financial Services |
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 |
|
71443xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brett Mountain-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
94983xxxx1 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advantage Financial Advisory Group |
2 Venture Ste 240, Irvine, CA 92618 |
|
94946xxxx0 |
inf*@f*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gilford Securities INC |
2020 Main St Ste 650, Irvine, CA 92614 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sail Venture Partners |
3161 Michelson Dr Ste 750, Irvine, CA 92612 |
|
94939xxxx0 |
aha****@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eliberto Casillas Morales |
Anaheim, CA 92802 |
|
41564xxxx6 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephenson & Co |
16411 Scientific, Irvine, CA 92618 |
|
94972xxxx5 |
bra*@s******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Salam, Azita |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
G T Inspections |
San Juan Drive, Fullerton, CA 92831 |
|
71490xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
Anaheim, CA 92806 |
|
71494xxxx0 |
agi***@a*.nv |
|
|
|
|
|
|
188701 |
|
190000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baldwin Wealth Planning |
660 Newport Center Dr Ste 550, Newport Beach, CA 92660 |
|
94999xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoang Tran Investment Corp |
1116 W Locust Ave, Anaheim, CA 92802 |
|
71423xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Roya Cole Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Villegas & Associates |
317 S Brand Blvd, San Fernando, CA 91340 |
|
81853xxxx0 |
|
|
|
4.8 |
100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cangelosi & Holmes Inc CPA’s |
17702 Irvine Blvd Ste 200 Tustin, CA 92780 |
|
71483xxxx2 |
dh@c******.com |
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Courier Insurance Services |
1 City Blvd Ste 800 Orange, CA 92868 |
|
71441xxxx4 |
|
|
40 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Public Economics Inc |
134 S Glassell St, Orange, CA 92866 |
|
71464xxxx2 |
bsn****@p*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trotter George E Jr Trust Es |
2032 La Colina Dr, Santa Ana, CA 92705 |
|
71454xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yogi CPA |
1100 Town and Country Rd Suite 1250, Orange, CA 92868 |
|
65779xxxx8 |
hel**@y******.com |
5 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maureen Flanagan |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx0 |
add********@f************.com |
|
|
|
|
|
|
90275 |
|
115000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Summit Healthcare REIT, Inc |
23382 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94953xxxx2 |
bni********@s*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlas Wealth Group |
2230 W Chapman Ave, Orange, CA 92868 |
|
94935xxxx3 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Umpqua Bank |
20 Pacifica, Irvine, CA 92618 |
|
94934xxxx9 |
aar*********@u*********.com |
|
|
|
|
|
|
50686 |
639 |
49000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pathway Capital Management |
18101 Von Karman Ave Ste 330, Irvine, CA 92612 |
|
94962xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amro Investment |
450 S Ranch View Cir Apt 66, Anaheim, CA 92807 |
|
71445xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bruce Branstine, CFP |
229 E Commonwealth Ave Ste D Fullerton, CA 92832 |
|
71444xxxx8 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
18300 Von Karman Ave Ste 400, Irvine, CA 92612 |
|
94947xxxx1 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
6 Versailles, Irvine, CA 92602 |
|
94947xxxx9 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clover Investment Group Inc |
4533 Macarthur Blvd, Newport Beach, CA 92660 |
|
94946xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heritage Financial, Ara Malazian, CFP |
505 N Tustin Ave Ste 267 Santa Ana, CA 92705 |
|
94970xxxx2 |
fin********************@c*************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balancing Life Financial Planning |
900 E Katella Ave Suite B, Orange, CA 92867 |
|
94926xxxx5 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
585528 |
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mazzotta, David P |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vanguard Property Group |
321 N Rampart St, Orange, CA 92868 |
|
71444xxxx0 |
abi*****@v***************.com |
4 |
12 |
|
|
|
|
176 |
7 |
174 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ponte Vedra Property Investment |
12833 Harbor Blvd, Garden Grove, CA 92840 |
|
71432xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MD Investment Solutions |
17772 17th St, Tustin, CA 92780 |
|
71473xxxx7 |
afe****@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Suzanne Linn, CPA |
801 E Chapman Ave Ste 109, Fullerton, CA 92831 |
|
71429xxxx5 |
ebe*@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Four Corners |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94993xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rodney Jacobson - One Way Lending |
Lancaster, CA 93536 |
|
66195xxxx0 |
|
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Second Chance Financial |
123 E Arrow Hwy, San Dimas, CA 91773 |
|
80022xxxx3 |
*nn*@s***********************.com |
4.3 |
47 |
4.8 |
175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Group Securities Inc |
765 The City Dr S Ste 100, Orange, CA 92868 |
|
71474xxxx0 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gregg Kaufman - Watermark Life |
2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361 |
|
81858xxxx7 |
ala*@w************.com |
|
|
|
|
|
|
51 |
12 |
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward A Torres |
500 N State College Blvd, Orange, CA 92868 |
|
71468xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Ryan C Schwartz |
229 E Commonwealth Ave, Fullerton, CA 92832 |
|
71444xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Floria Financial Services, Inc |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
vay**@f**************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Professional Practice Sales |
18410 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brookstreet Securities Corporation |
2361 Campus Dr Ste 210, Irvine, CA 92612 |
|
94949xxxx0 |
pw-********************************@p**************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spectrum Asset Mangemet, Inc. |
1301 Dove St Ste 970, Newport Beach, CA 92660 |
|
94971xxxx0 |
ach***@m*********.com |
|
|
|
|
|
|
166767 |
126 |
187000 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Diversified Holdings |
275 Mccormick Ave, Costa Mesa, CA 92626 |
|
94933xxxx3 |
cod****************************@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investment Co |
6100 Gateway Dr, Cypress, CA 90630 |
|
71425xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A G Investments |
121 W Whittier Blvd Ste 200, La Habra, CA 90631 |
|
56290xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FCA |
1240 N Lakeview Ave Ste 170 Anaheim, CA 92807 |
|
71423xxxx0 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roth Capital Group |
888 San Clemente Dr, Newport Beach, CA 92660 |
|
41591xxxx0 |
abe****@r***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NCE Inc |
5200 Irvine Blvd, Irvine, CA 92620 |
|
94938xxxx2 |
acl***@a***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stoneridge Capital Partners |
4350 Von Karman Ave, Newport Beach, CA 92660 |
|
94947xxxx0 |
ken********@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eagle Talon |
12242 Skyline Dr, Santa Ana, CA 92705 |
|
56275xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quantum Leap Investments |
3 Park Plz, Irvine, CA 92614 |
|
94983xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Securities |
2030 Main St Ste 1030, Irvine, CA 92614 |
|
94926xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
|
|
71471xxxx3 |
ann**@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
187 E Orangethorpe Ave, Anaheim, CA 92801 |
|
71472xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterling Wealth Partners |
17332 Irvine Blvd Ste 130, Tustin, CA 92780 |
|
71459xxxx5 |
bgl***@l****.com |
|
|
|
|
|
|
180 |
|
183 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Investment Services |
180 N Riverview Dr Ste 220, Anaheim, CA 92808 |
|
80066xxxx1 |
adm**@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dk Property Investment |
3881 Hamilton St, Irvine, CA 92614 |
|
71478xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ennkar Mortgage |
1036 W Taft Ave Ste 200 Orange, CA 92865 |
|
88850xxxx9 |
aak***@e*****.com |
|
|
4.5 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
408 Merrywood Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
aal*******@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gomberg McQuilkin Wealth Management Group |
701 S Parker St, Orange, CA 92868 |
|
71449xxxx6 |
jod**@g**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Qtative |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94929xxxx0 |
ehi*****@q******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Castle Accounting Services |
760 N Euclid St Ste 201 Anaheim, CA 92801 |
|
71453xxxx5 |
boo********@a*****************.com |
5 |
7 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parse Financial |
16520 Bake Pkwy Ste 105, Irvine, CA 92618 |
|
94987xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dan Mark Group |
100 S Chaparral Ct, Anaheim, CA 92808 |
|
71499xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oppenheimer |
620 Newport Center Dr Ste 1000, Newport Beach, CA 92660 |
|
94921xxxx0 |
ala***********@o***.com |
|
|
|
|
|
|
610 |
164 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Epic Wealth Planning |
15707 Rockfield Blvd, Irvine, CA 92618 |
|
94920xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joe Wu, CPA |
Los Angeles, CA 90015 |
|
92577xxxx9 |
joe**@j*******.com |
4.3 |
6 |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Funding |
2168 Walker Ln, Fullerton, CA 92833 |
|
21350xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jackson Tidus |
2030 Main St Ste 1200, Irvine, CA 92614 |
|
94975xxxx5 |
abe*******@j***********.law |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joshua E. Hernandez - CFEd Certified Financial Educator |
765 The City Dr S # 100, Orange, CA 92868 |
|
|
d8d*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bufkin Investment LP |
817 W Glenwood Ter, Fullerton, CA 92832 |
|
71452xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Partners Capital Group |
201 Sandpointe Ave Ste 500, Santa Ana, CA 92707 |
|
94991xxxx0 |
ala****@p*****************.com |
|
|
|
|
|
|
349 |
113 |
352 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gale Investments |
5411 E La Palma Ave, Anaheim, CA 92807 |
|
71469xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2700 N Main St, Santa Ana, CA 92705 |
|
71497xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zion Investments Funds |
17620 Fitch, Irvine, CA 92614 |
|
94939xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Business Lawyer & Corporate Lawyer |
500 N State College Blvd, Orange, CA 92868 |
|
71470xxxx0 |
|
4.8 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mont Pelerin Capital |
660 Newport Center Dr, Newport Beach, CA 92660 |
|
94970xxxx7 |
cai*******@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K Dg Investments |
1 Post, Irvine, CA 92618 |
|
94945xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Full Circle Home Loans |
99 E C St Ste 206 Upland, CA 91786 |
|
90998xxxx8 |
inf*@f******************.com |
|
|
5 |
154 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sun Lan Corp |
8102 E Santa Cruz Ave, Orange, CA 92869 |
|
71428xxxx4 |
|
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bentley Co |
13658 Red Hill Ave, Tustin, CA 92780 |
|
71431xxxx6 |
aar*********@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Del Sol Investments |
2230 W Chapman Ave # 109, Orange, CA 92868 |
|
71446xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dolphin Securities |
1001 Dove St, Newport Beach, CA 92660 |
|
94995xxxx0 |
ama*****@d**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent A Mazzotta - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Asset Management |
21222 Fern Cir, Huntington Beach, CA 92646 |
|
71433xxxx7 |
bry***@n*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 |
|
71496xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strayer Financial Services |
800 S Harbor Blvd Ste 210A Anaheim, CA 92805 |
|
71449xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RTI Co |
13632 Taft St, Garden Grove, CA 92843 |
|
71461xxxx4 |
aco**********@r**.org |
|
|
|
|
4.5 |
153 |
22385 |
|
26000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newbrander Family Trust |
13271 Ethelbee Way, Santa Ana, CA 92705 |
|
71454xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Consultants |
Los Angeles, CA 90023 |
|
62694xxxx1 |
baf*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John James - Raymond James |
17220 Newhope St Ste 216, Fountain Valley, CA 92708 |
|
71470xxxx5 |
ral**********@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6090 Ball Rd, Buena Park, CA 90620 |
|
71422xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Wealth Management |
1432 Edinger Ave Ste 200 Tustin, CA 92780 |
|
71423xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Donglen Corporation |
245 Fischer Ave Ste A1, Costa Mesa, CA 92626 |
|
71495xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Moore: Primerica - Financial Services |
2230 W Chapman Ave Suite 107, Orange, CA 92868 |
|
94952xxxx9 |
aud***********@p********.com |
|
|
|
|
|
|
148698 |
3589 |
159000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jerris Wealth Management Group, Inc. |
5 Corporate Park Ste 270, Irvine, CA 92606 |
|
94986xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Jeffrey |
2831 Watson, Tustin, CA 92782 |
|
71454xxxx2 |
cli**********@h***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nate Forrest |
377 E Chapman Ave, Ste 120 Placentia, CA 92870 |
|
71457xxxx6 |
a.j*********@e**********.com |
|
|
5 |
1 |
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William R Frey Accounting |
1820 W Orangewood Ave # 106, Orange, CA 92868 |
|
71493xxxx8 |
|
4.2 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TRC Investments |
8251 La Palma Ave, Buena Park, CA 90620 |
|
71455xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Serazen |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
71445xxxx0 |
inf*@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vande Bossche Financial Planning & Wealth Management |
180 N Riverview Dr Ste 160, Anaheim, CA 92808 |
|
94986xxxx5 |
inf*@v*.financial |
|
|
|
|
|
|
13 |
|
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Karna Capital Investments |
5405 Alton Pkwy, Irvine, CA 92604 |
|
94977xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
N-PRO INVESTMENT |
8903 Research Dr, Irvine, CA 92618 |
|
94926xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Seaman Co |
1 Park Plz, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M & R Investments |
18161 Serrano Ave, Villa Park, CA 92861 |
|
71463xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Opes Investments, Inc |
1442 Irvine Blvd, Tustin, CA 92780 |
|
94964xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Turan Petroleum |
940 S Coast Dr Ste 100, Costa Mesa, CA 92626 |
|
94962xxxx2 |
ask**@t*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B W & Associates Inc |
3111 N Tustin St Ste 215, Orange, CA 92865 |
|
71499xxxx7 |
bon***@b*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secura Financial Planning & Wealth Management |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx6 |
cas**@s*******.com |
|
|
|
|
|
|
27 |
3 |
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corrales, Melvin, AGT |
595 W Lambert Rd, Brea, CA 92821 |
|
65722xxxx7 |
aud***********@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valley View Investment Corp |
17545 Monette Cir, Yorba Linda, CA 92886 |
|
71452xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prestige Tax Solutions |
1435 N Harbor Blvd Ste 156 Fullerton, CA 92835 |
|
71468xxxx1 |
inf*@p*******************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Becker Wealth Management |
19800 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Challenge Financial Services |
1004 W Taft Ave #100, Orange, CA 92865 |
|
71454xxxx0 |
ale***@c*****.com |
2.5 |
155 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investech Brokerage |
10512 Bolsa Ave Ste 202, Westminster, CA 92683 |
|
71426xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Doluu Investment Corp |
8283 Bolsa Ave, Midway City, CA 92655 |
|
71437xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HMWC CPAs & Business Advisors |
17501 17th St Ste 100 Tustin, CA 92780 |
|
71450xxxx0 |
|
|
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beacon RE Investments |
9349 Jasmine Ave, Fountain Valley, CA 92708 |
|
71483xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert P. Bob Allen - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94946xxxx4 |
abc*******@u**.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Murdoch & Morris |
114 Pacifica Ste 320, Irvine, CA 92618 |
|
94950xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NCH Tax & Wealth Advisors |
1661 E Chapman Ave Ste 2A Fullerton, CA 92831 |
|
80074xxxx9 |
and***@n********.com |
|
|
4.5 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Annette Di Bello Kelly CPA CFP PC |
9870 Research Dr, Irvine, CA 92618 |
|
94971xxxx0 |
ann****@d*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Trust | Orange County Financial Advisors |
20 Pacifica suite 560, Irvine, CA 92618 |
|
94940xxxx0 |
aar********@b********.com |
5 |
13 |
|
|
|
|
176 |
12 |
263 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fok's Investment Ca Inc |
530 S Knott Ave # 550, Anaheim, CA 92804 |
|
32326xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R J M B Investments |
302 N Tustin Ave, Santa Ana, CA 92705 |
|
71456xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Investors Group |
1432 Edinger Ave, Tustin, CA 92780 |
|
71450xxxx3 |
bri**@f*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crowdventure |
5 Upper Newport Plz, Newport Beach, CA 92660 |
|
71436xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flagstar Bank |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94993xxxx9 |
a.d******@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
United Capital Financial |
620 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94999xxxx0 |
abd****************@u*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Investment Company |
1340 Ritchey St, Santa Ana, CA 92705 |
|
71456xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ambassador Wealth Management |
5101 E La Palma Ave Ste 100B, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
5 |
4 |
|
|
|
|
239 |
|
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Life Design Financial & Insurance Services |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71473xxxx1 |
sco****@l******************.com |
5 |
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M.E. Waiters Financial & Insurance Services |
1234 E 17th St 1st Fl Santa Ana, CA 92701 |
|
71454xxxx1 |
055*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chen, Chia-Hsin |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Command Financial Advisor - Jon Na |
12419 Lewis St #104, Garden Grove, CA 92840 |
|
71470xxxx0 |
abe***@f***********.com |
|
|
|
|
|
|
7355 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D Rey Investments |
901 S Bristol St, Santa Ana, CA 92703 |
|
71435xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SYGU |
121 N State College Blvd Ste 10-B Anaheim, CA 92806 |
|
80047xxxx3 |
c18*****************************@s*****.wixpress |
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SKW Investments Inc |
17621 Irvine Blvd, Tustin, CA 92780 |
|
71454xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Place Investment Company |
1401 Quail St, Newport Beach, CA 92660 |
|
94985xxxx5 |
cjl***********@g****.com |
|
|
|
|
|
|
|
|
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capstone Investment |
2824 Blackberry Ct, Fullerton, CA 92835 |
|
56275xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Genae Affrunti - Financial Advisor, Ameriprise Financial Services |
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 |
|
71442xxxx8 |
bri*********@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bilinski CPA Accounting & Tax Services |
4875 E La Palma Ave Ste 603 Anaheim, CA 92807 |
|
71469xxxx7 |
ebi******@b**********.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Essex Futures |
8105 Irvine Center Dr Ste 840, Irvine, CA 92618 |
|
94945xxxx1 |
con*****@e***********.com |
|
|
|
|
|
|
|
|
358 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TNL Car Title Loans |
1661 N Raymond Ave Ste 270, Anaheim, CA 92801 |
|
65722xxxx2 |
3ce*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Start Fresh |
7700 Irvine Center Dr, Irvine, CA 92618 |
|
94975xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Justin Vaz - Financial Services |
5877 Pine Ave Ste 230 Chino Hills,, CA 91709 |
|
31098xxxx5 |
dns******@a*******.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alfa Investments & loans |
190 W 3rd St Santa Ana, CA 92701 |
|
88879xxxx0 |
alf***********@g****.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kothari, Abhay |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Managed Asset Protection Inc |
20301 SW Acacia St Ste 250, Newport Beach, CA 92660 |
|
94926xxxx0 |
dgi*******@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Tim Yost, CEPA® |
4100 Newport Place Dr Ste 190, Newport Beach, CA 92660 |
|
94925xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Murdock Wealth Management |
155 N Riverview Dr Ste 311, Anaheim, CA 92808 |
|
71476xxxx0 |
cmu*****@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
3350 E Birch St Ste 200, Brea, CA 92821 |
|
71492xxxx0 |
con****************@t***********.com |
|
|
|
|
|
|
82300 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BMR Insurance Agency |
13732 Newport Ave Ste 3 Tustin, CA 92781 |
|
71483xxxx1 |
dha****@b*****.com |
|
|
4.9 |
71 |
|
|
964 |
22 |
951 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
aal*******@m************.com |
|
|
|
|
|
|
113321 |
3094 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Blaine Dahl |
2811 E Katella Ave Ste 200 Orange, CA 92867 |
|
71445xxxx0 |
a.j*********@e**********.com |
|
|
3 |
1 |
|
|
86260 |
|
97000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal Financial Group |
3 Park Plz, Irvine, CA 92614 |
|
94944xxxx0 |
all*********@p********.com |
|
|
|
|
|
|
68244 |
234 |
70000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Investment Management Company |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
aam***********@p****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stauffer Brizzolara Group-Morgan Stanley |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ergo Capital Partners |
3633 W Macarthur Blvd, Santa Ana, CA 92704 |
|
94922xxxx0 |
ego**@e**********.com |
|
|
|
|
5 |
13 |
217 |
2 |
226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
305 N Harbor Blvd Ste 216, Fullerton, CA 92832 |
|
71444xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Estate 1 |
13252 Garden Grove Blvd Ste 204, Garden Grove, CA 92843 |
|
65721xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mugen Investments |
308 S Nohl Canyon Rd, Anaheim, CA 92807 |
|
71463xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SLD Solutions |
Irvine, CA 92618 |
|
88837xxxx1 |
dwo*****@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
El Triunfo Corporation |
1415 E 17th St Ste 260 Santa Ana, CA 92705 |
|
71495xxxx7 |
cen***@e********.com |
4.9 |
123 |
4.6 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FixBooks |
Orange, CA 92869 |
|
95199xxxx7 |
mic**@m********.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DJMJ Investments |
20670 Calle De La Ladera, Yorba Linda, CA 92887 |
|
71477xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
5640 E Santa Ana Canyon Rd, Anaheim Hills, CA 92807 |
|
71492xxxx5 |
adm**@b**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jba Property Investments |
4060 Campus Dr, Newport Beach, CA 92660 |
|
94978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barlow Linda A |
2700 N Main St #850, Santa Ana, CA 92705 |
|
71495xxxx2 |
|
4.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Group |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
adm**@b****************.com |
|
|
|
|
|
|
558 |
6 |
652 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: A Michael Ciuffetelli |
4250 Barranca Pkwy Ste C, Irvine, CA 92604 |
|
94973xxxx2 |
a.j*********@e**********.com |
|
40 |
|
|
|
|
8 |
|
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Living Well Investments Inc |
3071 E La Jolla St, Anaheim, CA 92806 |
|
71439xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leasco Investments |
2755 Bristol St Ste 140, Costa Mesa, CA 92626 |
|
71455xxxx0 |
acc*******@l*****.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bill Murray |
259 S Randolph Ave, Brea, CA 92821 |
|
71452xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx8 |
din*********@a***.com |
|
|
|
|
|
|
472 |
9 |
472 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources Insurance & Financial Services |
2601 Main St Ste 700, Irvine, CA 92614 |
|
94979xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
12062 Valley View St Ste 118, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Airway Lending |
3151 Airway Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Draper Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94981xxxx0 |
ant************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bi-Coastal Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
20125xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tabr Capital Management |
500 N State College Blvd, Orange, CA 92868 |
|
71470xxxx0 |
bka*******@t***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
17822 17th St Ste 102 Tustin, CA 92780 |
|
71473xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lechman Management |
505 S Villa Rio Dr, Anaheim, CA 92807 |
|
71497xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phoenix Real Estate Investment Corp |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tri-Circle Financial Strategies |
1633 E 4th St, Santa Ana, CA 92701 |
|
71456xxxx2 |
bi**@t*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transworld Business Advisors of Irvine |
2361 Campus Drive, Suite 230, Irvine, CA 92612 |
|
94938xxxx9 |
aal*@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Buyrite Investing |
1975 N Batavia St, Orange, CA 92865 |
|
71499xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Walter A Jones Accountacy Inc |
15869 Gothard St, Huntington Beach, CA 92647 |
|
71489xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilson Financial Advisors |
12419 Lewis St #202, Garden Grove, CA 92840 |
|
71420xxxx0 |
cyn****@w**********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors U.S. Bancorp Investments |
17150 Magnolia St, Fountain Valley, CA 92708 |
|
71484xxxx9 |
aar************@u*****.com |
|
|
|
|
|
|
345471 |
5393 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bright Trading Inc. |
4010 Barranca Pkwy, Irvine, CA 92604 |
|
94965xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GW Financial, Inc. |
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626 |
|
85564xxxx9 |
con****@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tara Kimmins-Private Client Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94921xxxx6 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
5625 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triple R Investment Group |
3364 E La Palma Ave, Anaheim, CA 92806 |
|
76023xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HBKR Investments |
1311 Washington Pl, Santa Ana, CA 92701 |
|
71438xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FCR Collection Services |
625 The City Dr S Suite 370, Orange, CA 92868 |
|
94944xxxx0 |
dan***@f********************.com |
1.6 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CAPITAL ACQUISITION CORP |
22875 Savi Ranch Pkwy, Yorba Linda, CA 92887 |
|
94929xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D M Investments |
8531 Westminster Ave, Garden Grove, CA 92844 |
|
56294xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ipacific Capital Inc |
19762 Macarthur Blvd, Irvine, CA 92612 |
|
94986xxxx4 |
ama*********@i**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Torres Ameriprise |
180 N Riverview Dr Ste 160, Anaheim, CA 92808 |
|
71499xxxx8 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Premier Investments |
18300 Von Karman Ave, Irvine, CA 92612 |
|
71466xxxx0 |
jcu****@w************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17332 Irvine Blvd Ste 125, Tustin, CA 92780 |
|
71466xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlantic Pacific Financial |
4665 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Building Block Investments |
1826 W Crestwood Ln, Anaheim, CA 92804 |
|
71476xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Smart CFO |
17150 Euclid St Ste 101 Fountain Valley, CA 92708 |
|
64654xxxx0 |
baf*****************************@s*****.wixpress |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gelber, Joshua |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JDD Financial Consultants |
2230 W Chapman Ave # 200, Orange, CA 92868 |
|
80020xxxx5 |
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
T Plus Investment Inc |
10 Blakeley, Irvine, CA 92620 |
|
94955xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IAN Finance Group |
13920 City Center Dr Ste 235 Chino Hills, CA 91709 |
|
21331xxxx6 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
52 |
3 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leaf Financial Corp |
17852 17th St, Tustin, CA 92780 |
|
71433xxxx0 |
dns******@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal Financial Group |
575 Anton Blvd Ste 900, Costa Mesa, CA 92626 |
|
65726xxxx0 |
aar*********@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Navy Federal Credit Union |
2022 E 17th St Santa Ana, CA 92705 |
|
88884xxxx8 |
abc***@n**********.org |
|
|
4 |
49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
4 Venture Ste 210, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AMC Investments |
5120 Birch St, Newport Beach, CA 92660 |
|
81836xxxx0 |
aco*@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assi Inc |
3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 |
|
94971xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Graystone Investment Corp |
8382 Artesia Blvd, Buena Park, CA 90621 |
|
71444xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
160 S Old Springs Rd, Anaheim, CA 92808 |
|
71483xxxx9 |
ale*@i****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Karen Yi - Registered Practice Associate, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
ang*********@a***.com |
|
|
|
|
|
|
|
|
298 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
F F Capicatl Group |
18800 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chatterton & Associates |
3061 E La Palma Ave Anaheim, CA 92806 |
|
71457xxxx0 |
ani***@c************.com |
|
4 |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Gary A Springer |
15061 Springdale St Ste 106, Huntington Beach, CA 92649 |
|
71489xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
86756 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brownstone Law Group, PC. |
333 City Blvd W # 1700, Orange, CA 92868 |
|
32344xxxx6 |
cli**********@b*****************.com |
4.7 |
14 |
|
|
4.7 |
6 |
604 |
|
598 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Catalyst Loans |
2390 E Orangewood Ave, Anaheim, CA 92806 |
|
71474xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lutwen, Gary |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assali, Scott C |
20422 Beach Blvd, Huntington Beach, CA 92648 |
|
71453xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
116 |
|
120 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source Oil and Gas, Inc. |
4630 Campus Dr Ste 1001, Newport Beach, CA 92660 |
|
94975xxxx7 |
bhe****@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JD Financial Insurance Services |
1905 E 17th St Ste 220 Santa Ana, CA 92705 |
|
71454xxxx1 |
kel*************@g****.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Standard Investment Chartered, Inc |
2801 Bristol St, Costa Mesa, CA 92626 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
|
|
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cresswind Investment Group |
11148 Sudith Ave, Fountain Valley, CA 92708 |
|
71455xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Providential Securities |
17011 Beach Blvd Ste 900, Huntington Beach, CA 92647 |
|
71484xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Laura L Schroeder |
4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887 |
|
71477xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lehnertz, David |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IBS IV Inc |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rivermeade Investments Inc |
333 City Blvd W, Orange, CA 92868 |
|
71493xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cerity Partners |
20 Pacifica Irvine California, Irvine, CA 92618 |
|
21220xxxx0 |
aad***@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Toney Investment Group |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71437xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CK Cooper & Company |
4 Park Plz, Irvine, CA 92614 |
|
94925xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kinetic Financial |
633 W 5th St Ste 1050 Los Angeles, CA 90017 |
|
80071xxxx8 |
ale*@k***************.com |
5 |
4 |
4.3 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Latteno Food Corp |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71438xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Speedy Credit Repair |
Huntington Beach, CA 92648 |
|
88872xxxx4 |
chr**@s*****************.com |
4.9 |
36 |
4.8 |
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northern Star Management |
3151 Airway Ave Ste M1, Costa Mesa, CA 92626 |
|
71454xxxx4 |
bra***@n**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Equity Investments Inc |
5 Corporate Park, Irvine, CA 92606 |
|
94944xxxx8 |
goc************@a**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brandt, David, AGT |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx2 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alterman Investments |
2205 Lace Leaf Ln, Tustin, CA 92782 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County Employees Retirement Systems |
2223 E Wellington Ave, Santa Ana, CA 92701 |
|
71455xxxx0 |
abe*****@o****.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seven Investments |
7465 Lampson Ave, Garden Grove, CA 92841 |
|
71437xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lentz, John |
2677 N Main St, Santa Ana, CA 92705 |
|
71464xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Partners Credit Union |
1409 W Chapman Ave Ste A Orange, CA 92868 |
|
88865xxxx2 |
ada****@f***.org |
|
|
4.3 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 theOrange Area |
|
81872xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Savino Tax & Investment Advisory Group |
4060 Campus Drive, Suite #220, Newport Beach, CA 92660 |
|
94974xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Perigon Wealth Management |
1130 Roosevelt, Irvine, CA 92620 |
|
94926xxxx3 |
abe****@p************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Panascope Image Systems |
575 Anton Blvd, Costa Mesa, CA 92626 |
|
71443xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
600 City Pkwy W, Orange, CA 92868 |
|
71445xxxx0 |
aar*******************@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tarnutzer Co |
1601 Dove St, Newport Beach, CA 92660 |
|
94995xxxx3 |
aab***@k***.com |
|
|
|
|
|
|
85 |
69 |
95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
400 Spectrum Center Dr Ste 2160, Irvine, CA 92618 |
|
94926xxxx0 |
abc***@w*****************.com |
|
|
|
|
|
|
188275 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LCR Coin Inc |
18627 Brookhurst St, Fountain Valley, CA 92708 |
|
71440xxxx6 |
bi**@l******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mig Management |
660 Newport Center Dr, Newport Beach, CA 92660 |
|
94947xxxx0 |
aco***@m*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
H & G Investment Group, Inc |
7500 Orangewood Ave, Stanton, CA 90680 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Transpacific Enterprises Inc |
19100 Von Karman Ave, Irvine, CA 92612 |
|
94997xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creative Brokerage Services |
1333 S Euclid St, Anaheim, CA 92802 |
|
71453xxxx3 |
a-s*************@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoover Thomas |
4 Upper Newport Plz Ste 103, Newport Beach, CA 92660 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Craig's Co |
750 S Thrasher Way, Anaheim, CA 92807 |
|
71428xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Westpark Loans |
6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603 |
|
94954xxxx9 |
ant****@w************.com |
4.8 |
52 |
4.7 |
24 |
|
|
471 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NTV CAPITAL GROUP |
900 W 17th St B, Santa Ana, CA 92706 |
|
71425xxxx2 |
7f7*************************************@w*****************.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
1370 Brea Blvd Fullerton, CA 92835 |
|
71499xxxx3 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Krona Financial Group Inc |
1851 E 1st St Ste 900, Santa Ana, CA 92705 |
|
71483xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EFILE TST .ORG |
723 W Chapman Ave, Orange, CA 92868 |
|
71455xxxx2 |
inf*@e*********.com |
4.7 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
De Vengoechea, Rafael A |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
18450 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71470xxxx2 |
dns*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spectrum Capital Investment Group Inc |
9911 Irvine Center Dr Ste 100, Irvine, CA 92618 |
|
94978xxxx9 |
ben@s********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alpha Cubed Investments |
18301 Von Karman Ave, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ralaole Finance Services |
Seal Beach, CA 90740 |
|
56244xxxx1 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GAS Investment |
3723 Birch St, Newport Beach, CA 92660 |
|
94926xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCloud Communications |
2082 Business Center Dr, Irvine, CA 92612 |
|
94955xxxx8 |
joh*******@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amr Elgamal-Private Client Advisor |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94941xxxx9 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group Inc |
4175 E La Palma Ave, Anaheim, CA 92807 |
|
71472xxxx6 |
con****************@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6360 Irvine Blvd, Irvine, CA 92620 |
|
94955xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quantum Investments International |
1548 W Yale Ave, Orange, CA 92867 |
|
71497xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NWF Advisory / Hagler Financial Services |
461 S Glassell St Suite A, Orange, CA 92866 |
|
71463xxxx0 |
jha********@h*******.com |
3 |
1 |
|
|
|
|
|
|
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Romero Wealth Management, Inc. |
2520 N Santiago Blvd, Orange, CA 92867 |
|
71454xxxx7 |
dan*******@l**.com |
|
|
|
|
|
|
711 |
38 |
716 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark Wealth Management |
2300 E Katella Ave #400, Anaheim, CA 92806 |
|
71463xxxx3 |
ben******@l**.com |
|
|
|
|
|
|
125 |
|
122 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advantage Property Management |
1918 W Chapman Ave, Orange, CA 92868 |
|
88834xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Intercontinental Investment |
260 E Dyer Rd, Santa Ana, CA 92707 |
|
71427xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ultimatediversification.com |
1222 Cabrillo Park Dr Apt E, Santa Ana, CA 92701 |
|
71495xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 Dream Investments |
5815 E La Palma Ave, Anaheim, CA 92807 |
|
71469xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concord Investment Council |
9259 Research Dr, Irvine, CA 92618 |
|
94985xxxx0 |
inf*@m*********************.com |
|
|
|
|
|
|
52 |
2 |
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nihar “Knee” Parekh |
227 S State College Blvd, Anaheim, CA 92806 |
|
71449xxxx0 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edelman Financial Engines |
600 Anton Blvd Ste 1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
aar*******@e**********************.com |
|
|
|
|
|
|
18469 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Coast Wealth Management |
120 Vantis Dr #300, Aliso Viejo, CA 92656 |
|
31087xxxx3 |
bla**@p***************************.com |
4.6 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acw Investment Group |
4790 Irvine Blvd, Irvine, CA 92620 |
|
90968xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jessma Investment Holdings |
736 S Canyon Mist Ln, Anaheim, CA 92808 |
|
71493xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast Wealth Management |
43 Corporate Park Ste 201, Irvine, CA 92606 |
|
94974xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sun Cities Financial Group |
City Tower, 333 City Blvd W, Orange, CA 92868 |
|
71493xxxx5 |
doe*****@s**********************.com |
4 |
2 |
|
|
|
|
|
|
48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Enriquez Financial Services, LLC |
1063 N Glassell St Suite 12, Orange, CA 92867 |
|
65722xxxx8 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jason Tajima-Market Leader |
4400 Macarthur Blvd, Newport Beach, CA 92660 |
|
94979xxxx5 |
aab****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor EMILY CHON |
145 S State College Blvd Ste 300/350, Brea, CA 92821 |
|
71425xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steven Iacono - Thrivent |
49 Discovery Ste 140, Irvine, CA 92618 |
|
94941xxxx4 |
bry********@t*******.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jordan Liebling-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
76083xxxx5 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Petra Chien |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx9 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richman Group |
155 N Riverview Dr, Anaheim, CA 92808 |
|
71476xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stifel |
20 Pacifica Ste 1400, Irvine, CA 92618 |
|
94927xxxx0 |
abb****@s*****.com |
|
|
|
|
|
|
4413 |
|
4800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - Newport Beach |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
rbc*********@r**.com |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94964xxxx2 |
inf**@m**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
660 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Healthwell Holdings Corp |
3151 Airway Ave, Costa Mesa, CA 92626 |
|
71454xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spahr Financial Group |
18682 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
On Target Investment Club |
PO Box 574, Yorba Linda, CA 92885 |
|
71497xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
1 50 Blvd W, Orange, CA 92868 |
|
71493xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integrity Wealth Management |
3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660 |
|
94995xxxx8 |
inq******@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
660 Newport Center Dr Ste 570, Newport Beach, CA 92660 |
|
94964xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SNR VENTURES INC |
14271 Jeffrey Rd, Irvine, CA 92620 |
|
94924xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Geske David T |
4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 |
|
94975xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark Wealth Management |
950 E Katella Ave Ste 2 Orange, CA 92867 |
|
71463xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WM Investment Company |
120 Danbury Ln, Irvine, CA 92618 |
|
94926xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chase Bank |
18511 E Chapman Ave Orange, CA 92869 |
|
71428xxxx8 |
abc*******@c****.com |
3.7 |
21 |
3.1 |
11 |
|
|
|
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AA Lares Insurance Services |
1163 N Tustin St Orange, CA 92867 |
|
71428xxxx0 |
cch*****@l*************.com |
|
|
4.7 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Occhino & Associates |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71470xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17355 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
6436 Irvine Blvd, Irvine, CA 92620 |
|
94945xxxx7 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
25151 Arctic Ocean Dr, Lake Forest, CA 92630 |
|
31066xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
|
71467xxxx0 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth & Business Management LAB |
Tustin, CA 92782 |
|
56234xxxx0 |
ang**@l********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kava Ventures |
12842 Newport Ave Apt 9, Tustin, CA 92780 |
|
71486xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Seamark Legacy Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newport Harbor Wealth Management |
729 N Harbor Blvd, Fullerton, Ca 92832 |
|
94948xxxx4 |
cgy*******@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CFW Investments |
15 Champlain, Irvine, CA 92620 |
|
71483xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
17775 Santiago Blvd, Villa Park, CA 92861 |
|
71463xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Group Companies |
6470 Oak Cyn, Irvine, CA 92618 |
|
94997xxxx0 |
afi*******@a************.com |
|
|
|
|
|
|
170465 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin J Crosby - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wescom Credit Union |
3743 W Chapman Ave Ste C Orange, CA 92868 |
|
88849xxxx6 |
aad***@w*****.org |
4.1 |
50 |
3.3 |
42 |
|
|
5865 |
|
6000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MFS & Kingdom Advisors |
601 Lyons Way Placentia, CA 92870 |
|
71498xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast Investment Advisors |
5140 Birch St, Newport Beach, CA 92660 |
|
94982xxxx5 |
ale*******@a*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71422xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Management Co |
18700 Main St, Huntington Beach, CA 92648 |
|
71491xxxx6 |
baf*****************************@s*****.wixpress |
|
|
|
|
|
|
6486 |
18775 |
6500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Shapiro Insurance & Financial |
500 N State College Blvd, Orange, CA 92868 |
|
85857xxxx0 |
k6t************@p****.dreamhost |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Olivieri David Cfp |
23201 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94958xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Imad Sibai Financial Coach |
Santa Ana, CA 92704 |
|
90922xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Capital Benefit Advisors |
4385 Ambercrest Pl, Westlake Village, CA 91362 |
|
85524xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arch Bay Capital |
3121 Michelson Dr Ste 200, Irvine, CA 92612 |
|
94967xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Davis Partners LLC |
625 The City Dr S Suite 370, Orange, CA 92868 |
|
71498xxxx6 |
bet*******@d************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secura Investing-112 |
1975 N Batavia St, Orange, CA 92865 |
|
71499xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Mac Donald Securities |
1926 W Orangewood Ave, Orange, CA 92868 |
|
71493xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Db Investments |
2811 E Katella Ave, Orange, CA 92867 |
|
71453xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
New American Funding |
Tustin, CA 92780 |
|
80045xxxx0 |
cus*********@n*****.com |
|
|
2.9 |
539 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Wealth Management Inc |
17011 Beach Blvd Ste 680, Huntington Beach, CA 92647 |
|
71496xxxx0 |
aka**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Megha Investments |
215 Orangefair Mall, Fullerton, CA 92832 |
|
71444xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Friestman-Ameriprise Financial Services |
2 Park Plz, Irvine, CA 92614 |
|
94966xxxx7 |
bri************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amber Investments |
217 S Knott Ave, Anaheim, CA 92804 |
|
71482xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County |
1475 S State College Blvd Unit 224, Anaheim, CA 92806 |
|
71438xxxx7 |
sha*********@s*******.com |
5 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fisher Investments |
20 Pacifica Ste 630, Irvine, CA 92618 |
|
94977xxxx0 |
a.b*******@f*.com |
|
|
|
|
|
|
161290 |
609 |
158000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hutto & Dean Co Inc |
770 The City Dr S Suite 2100, Orange, CA 92868 |
|
88840xxxx2 |
ehu***@h********.com |
|
|
|
|
|
|
|
|
523 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
160 N Riverview Dr Ste 200, Anaheim, CA 92808 |
|
71482xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unity Investments |
Serving theOrange Area |
|
94988xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
National Cities Capital Inc |
19200 Von Karman Ave Ste 600, Irvine, CA 92612 |
|
88855xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mike Safari, CPA, MSA, CGMA |
160 Centennial Way Ste 20 Tustin, CA 92780 |
|
71493xxxx6 |
inf*@s*****.com |
|
|
5 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
May Kim - Prudential Financial |
600 City Pkwy W #210, Orange, CA 92868 |
|
71445xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Wende-Financial Advisor, Ameriprise Financial Services |
14771 Plaza Dr, Tustin, CA 92780 |
|
94925xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
222 |
|
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Unique Property Management |
7028 Kearny Dr, Huntington Beach, CA 92648 |
|
71484xxxx0 |
upm@u*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Investment Research |
942 E Chapman Ave, Orange, CA 92866 |
|
71473xxxx8 |
chi**@p************************.com |
5 |
1 |
|
|
5 |
5 |
|
|
507 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AA Lares Insurance Services |
702 W Lincoln Ave Anaheim, CA 92805 |
|
71428xxxx0 |
ahe*****@l*************.com |
4.9 |
303 |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joshua Huezo - Thrivent |
49 Discovery Ste 140, Irvine, CA 92618 |
|
90923xxxx9 |
ale*************@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equity Star |
620 Newport Center Dr Fl 11th, Newport Beach, CA 92660 |
|
94949xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
209 W Tiller Ave, Anaheim, CA 92802 |
|
71475xxxx5 |
a-w***************@w*****************.com |
|
|
|
|
|
|
188325 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thapa Investment Solution |
3033 Bristol St, Costa Mesa, CA 92626 |
|
56230xxxx0 |
con****@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County’s Credit Union |
1721 E Saint Andrew Pl, Santa Ana, CA 92705 |
|
88835xxxx8 |
aci******@o**************.org |
4 |
48 |
3.5 |
163 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Wealth Management |
3810 E La Palma Ave Ste A Anaheim, CA 92807 |
|
71423xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Health & Wealth Incorporated |
655 Tourmaline St, San Diego, CA 92109 |
|
85833xxxx7 |
c18*****************************@s*****.wixpress |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nationwide Business Credit |
2082 Business Center Dr, Irvine, CA 92612 |
|
94975xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Wesley J. Cummings |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
19081 Goldenwest St, Huntington Beach, CA 92648 |
|
71453xxxx1 |
|
|
49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Professional Consultant |
1100 E Orangethorpe Ave Ste 200-Y Anaheim, CA 92801 |
|
71482xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Offices of Michael Bader JD CPA |
14771 Plaza Dr Ste E Tustin, CA 92780 |
|
71454xxxx4 |
adm**@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2E Wealth Management |
140 S Chaparral Ct Ste 130, Anaheim, CA 92808 |
|
71499xxxx0 |
inf*@2*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tauras Capital Group |
19800 Macarthur Blvd, Irvine, CA 92612 |
|
94965xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pickens, Pamela M |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quorum Investment Corp |
1551 N Tustin Ave, Santa Ana, CA 92705 |
|
71483xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nozomi & Kelsey Milanovic |
16282 E Main St Tustin, CA 92780 |
|
94997xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Great Far East |
7700 Irvine Center Dr, Irvine, CA 92618 |
|
94958xxxx9 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
180 N Riverview Dr Ste 160, Anaheim, CA 92808 |
|
71436xxxx5 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Guardian Financial Partners |
635 E Chapman Ave, Orange, CA 92866 |
|
94977xxxx9 |
cba*****@g************************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Burke Investment Co |
28 Hammond, Irvine, CA 92618 |
|
94958xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charter West Financial Management |
4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 |
|
94947xxxx8 |
adm**@c***********.com |
|
|
|
|
|
|
107 |
|
111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kredit Financial Planning |
110 E Wilshire Ave Ste 307 Fullerton, CA 92832 |
|
71452xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Calwest Investment & Loan |
180 N Riverview Dr Ste 130, Anaheim, CA 92808 |
|
71497xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warpath Investments Inc. |
18881 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orangewood Investments |
1433 S State College Blvd, Anaheim, CA 92806 |
|
71453xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Craig E Shipcott |
2842 E Chapman Ave Orange, CA 92869 |
|
71463xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
4590 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx3 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Interpacific Asset Management |
5505 Garden Grove Blvd Ste 150, Westminster, CA 92683 |
|
71489xxxx4 |
aod******@i***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rare Coin Wholesalers |
200 Spectrum Center Dr Ste 2020, Irvine, CA 92618 |
|
94967xxxx2 |
inf*@r***.com |
|
|
|
|
|
|
1429 |
4 |
1500 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Hunter Securities |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
94927xxxx0 |
cha***@s**************.com |
4.6 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Garza Investments Corp |
852 W Town And Country Rd, Orange, CA 92868 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mahmood, Mazhar |
4 Park Plz, Irvine, CA 92614 |
|
94953xxxx4 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Everguard.ai |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
87721xxxx7 |
car****@e********.ai |
|
|
|
|
|
|
|
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Allen Financial Group - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94971xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4 |
1 |
J P Morgan |
225 N Tustin St, Orange, CA 92867 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grace Tax Group |
20955 Pathfinder Rd Ste 100 Diamond Bar, CA 91765 |
|
90984xxxx1 |
d*n*@g************.com |
|
|
5 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Your Estate Coach |
1501 N Harbor Blvd Ste 100 Fullerton, CA 92835 |
|
71444xxxx4 |
ann**@y**************.com |
|
|
3.7 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reza Investment Group |
18662 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94983xxxx0 |
a@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Quiktax Services |
1043 E Chapman Ave Ste C Orange, CA 92866 |
|
71474xxxx7 |
gtm*****@w******************.com |
|
|
4.8 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peatling, Tracy, CFP |
4 Venture, Irvine, CA 92618 |
|
94945xxxx3 |
dns*****@a***.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grubb & Ellis Residential Brokerage Services |
15343 Culver Dr, Irvine, CA 92604 |
|
94955xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Standard S A Investments |
3220 S Standard Ave, Santa Ana, CA 92705 |
|
71455xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CPA Forensics Plus |
451 E Vanderbilt Way Ste 325 San Bernardino, CA 92408 |
|
90988xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barangay Investment Club |
2510 W Adams St, Santa Ana, CA 92704 |
|
71454xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
3230 E Imperial Hwy Ste 175, Brea, CA 92821 |
|
71499xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Debt Relief |
333 City Blvd W 17th FL, Orange, CA 92868 |
|
80075xxxx7 |
abr*****@l****************.com |
4.8 |
522 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investors Trust |
1 Upper Newport Plz, Newport Beach, CA 92660 |
|
94925xxxx0 |
|
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wla |
1301 Dove St, Newport Beach, CA 92660 |
|
94985xxxx4 |
apo****@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jones Henle and Schunck, CPA |
2300 E Katella Ave Ste 370 Anaheim, CA 92806 |
|
71497xxxx0 |
adu***@j**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Svl Holding Corp |
1620 N Placentia Ave, Placentia, CA 92870 |
|
71498xxxx2 |
inf*@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diana Ashbaugh-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
65043xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Aspects |
1502 E Warner Ave, Santa Ana, CA 92705 |
|
94993xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bright Biz Investments |
47 Rising Sun, Irvine, CA 92620 |
|
94928xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barnett Financial Planning |
1442 Irvine Blvd Ste 212 Tustin, CA 92780 |
|
71473xxxx0 |
dav**@b***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cruttenden Partners |
4600 Campus Dr Ste 110, Newport Beach, CA 92660 |
|
94939xxxx0 |
cor**@c*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I C M-Jae Investments |
2 Upper Newport Plz, Newport Beach, CA 92660 |
|
94975xxxx0 |
don@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Signature Resources |
19900 Macarthur Blvd, Irvine, CA 92612 |
|
94993xxxx0 |
ahj***@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capstone Dynasty Trust |
500 N State College Blvd Orange, CA 92868 |
|
71420xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lou Misterly Brokerage |
210 Ranger Ave, Brea, CA 92821 |
|
71452xxxx0 |
|
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
L2 Financial |
17852 17th St #201, Tustin, CA 92780 |
|
94958xxxx1 |
inf*@l****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
3 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Birch Investment |
20271 SW Birch St, Newport Beach, CA 92660 |
|
31027xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amita Investments |
17192 Murphy Ave, Irvine, CA 92623 |
|
42435xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Professional Financial Planning |
Irvine, CA 92602 |
|
94966xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chase Bank |
1344 N Tustin St Orange, CA 92867 |
|
71451xxxx4 |
cha*****@c****.com |
|
|
2.6 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Raji-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
94929xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Knowlton Financial |
5557 E Santa Ana Canyon Rd Ste 208, Anaheim, CA 92807 |
|
71468xxxx8 |
bri**********@s****************.com |
|
|
|
|
|
|
|
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Concepts |
1111 E Commonwealth Ave Ste A Fullerton, CA 92831 |
|
71452xxxx7 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Young Park - Prudential Financial |
600 City Pkwy W #210, Orange, CA 92868 |
|
71445xxxx4 |
aar*******************@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clements, Jerry, AGT |
4 Venture, Irvine, CA 92618 |
|
94945xxxx3 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent Brizzolara - Morgan Stanley |
2677 N Main St 10th Fl, Santa Ana, CA 92705 |
|
71464xxxx2 |
acm***********@m************.com |
3.52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centaurus Financial Inc |
2300 E Katella Ave # 200, Anaheim, CA 92806 |
|
71445xxxx0 |
a.p*****@c*****************.com |
3.4 |
5 |
|
|
4.7 |
19 |
333 |
15 |
343 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McBride Investment Services |
17222 Coriander Ct, Yorba Linda, CA 92886 |
|
71499xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grey's Five Star Investment Inc |
1045 E 4th St, Santa Ana, CA 92701 |
|
71424xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
8540 E Chapman Ave, Orange, CA 92869 |
|
71428xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Randall Instruments Inc |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lucky Group Investments |
1857 W Katella Ave, Anaheim, CA 92804 |
|
65075xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast DocPrep |
333 City Blvd W # 1700, Orange, CA 92868 |
|
86673xxxx0 |
|
4.4 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amir kashani |
5753 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
94926xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Triad Investment Management |
1301 Dove St, Newport Beach, CA 92660 |
|
94985xxxx2 |
con****@t******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Catalina Investments |
5110 E Crescent Dr, Anaheim, CA 92807 |
|
95127xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cal Pacific Partners |
1550 S Sunkist St suite h, Anaheim, CA 92806 |
|
71425xxxx6 |
inf*@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial Services |
1370 Brea Blvd, Fullerton, CA 92835 |
|
71473xxxx2 |
aar********@l**.com |
|
|
|
|
|
|
20003 |
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sarah Mackay - Thrivent |
49 Discovery Ste 140, Irvine, CA 92618 |
|
94974xxxx0 |
ale*************@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concourse Coi Investments |
1506 N Sycamore St, Santa Ana, CA 92701 |
|
62691xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Voorhees Investments |
3501 Jamboree Rd, Newport Beach, CA 92660 |
|
94972xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Finance & Fiscal |
Anaheim, CA 92801 |
|
71461xxxx7 |
|
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JCV Wealth Management |
17541 17th St Suite 203, Tustin, CA 92780 |
|
71459xxxx8 |
ebe*@e*******.com |
|
|
|
|
|
|
1033 |
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lenders Investment Corp |
2755 S Bristol St, Santa Ana, CA 92704 |
|
71454xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Om Safal Unity |
2401 W Chapman Ave, Orange, CA 92868 |
|
65728xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Financial Advisors |
2677 N Main St 10th Fl, Santa Ana, CA 92705 |
|
71483xxxx1 |
acc**********@m************.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
6813 Quail Hill Pkwy, Irvine, CA 92603 |
|
94982xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vieth Co |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Streetwise Investments |
160 N Riverview Dr Ste 200, Anaheim, CA 92808 |
|
71482xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Latisys |
17400 Von Karman Ave, Irvine, CA 92614 |
|
94998xxxx7 |
aar**********@l******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
200 S A St, Tustin, CA 92780 |
|
71466xxxx1 |
aar********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blukey Investments |
9140 Trask Ave, Garden Grove, CA 92844 |
|
65722xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
300 Spectrum Center Dr Ste 800, Irvine, CA 92618 |
|
94934xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSC Securities Corp |
14200 Culver Dr, Irvine, CA 92604 |
|
94955xxxx7 |
ade****@f*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenai Investments Inc |
18613 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
80635xxxx0 |
bob*********@l********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Gateway Regional Centers |
160 N Riverview Dr, Anaheim, CA 92808 |
|
71431xxxx1 |
inf*@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ward Investment Co |
2110 Newport Blvd, Costa Mesa, CA 92627 |
|
94964xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
High Rise Credit |
333 City Blvd W 3rd & 17th Floor, Orange, CA 92868 |
|
88825xxxx9 |
con****@h*************.com |
4.7 |
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Galea - State Farm Insurance Agent |
1102 E Chapman Ave Fullerton, CA 92831 |
|
71452xxxx4 |
joh*@j********.com |
4.5 |
8 |
3.3 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ignacio Brache-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
81841xxxx8 |
adm**@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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Oversight |
2118 Wilshire Blvd Ste 1000 Santa Monica, CA 90403 |
|
31045xxxx0 |
cap****@c***************.com |
|
|
|
|
|
|
23453 |
7 |
23000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K Investment Co |
5000 Birch St, Newport Beach, CA 92660 |
|
94994xxxx5 |
aar**@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Richman Group |
345 E Commonwealth Ave, Fullerton, CA 92832 |
|
71452xxxx2 |
a.a*****@t**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Westside Retirement & Financial Services |
11300 Hartland Ave North Hollywood, CA 91605 |
|
94951xxxx3 |
a.w*****@p*********.com |
|
|
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matilla’s Income Tax |
2424 N Grand Ave Ste H Santa Ana, CA 92705 |
|
71454xxxx2 |
0ee*************************************@w*****************.com |
4.8 |
17 |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Martin Commercial Group |
1360 Ritchey St, Santa Ana, CA 92705 |
|
71454xxxx0 |
ela*********@m****.com |
|
|
|
|
|
|
496 |
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County’s Credit Union |
856 N Ross St Santa Ana, CA 92701 |
|
88835xxxx8 |
aha******@o**************.org |
4.1 |
55 |
3.7 |
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bosler Family Trust |
331 Georgia Cir, Placentia, CA 92870 |
|
71452xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schultz Richard |
1171 Appian Way, Santa Ana, CA 92705 |
|
71473xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Advisors |
17100 Gillette Ave, Irvine, CA 92614 |
|
94983xxxx4 |
a@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Otd Investments |
23309 La Palma Ave, Yorba Linda, CA 92887 |
|
71469xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lpl Financial |
100 Pacifica, Irvine, CA 92618 |
|
94955xxxx0 |
inf*@a***********.com |
|
|
|
|
|
|
264 |
17 |
265 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Nhan Duone |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71490xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strathspey Crown |
4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660 |
|
94926xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aidan Dressler-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
76071xxxx6 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Will Fetter |
2582 N Santiago Blvd Ste B Orange, CA 92867 |
|
71473xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
86755 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roadlink |
18041 Lantana Dr, Yorba Linda, CA 92886 |
|
71461xxxx6 |
ben@b********.com |
|
|
|
|
|
|
|
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maxim Capital Advisors Inc. |
9160 Irvine Center Dr Ste 201, Irvine, CA 92618 |
|
94974xxxx3 |
inf*@m*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher M. Simmons Physician Financial Services |
695 Town Center Dr Ste 200, Costa Mesa, CA 92626 |
|
71486xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx1 |
acm***********@m************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Western Bank |
275 N Brea Blvd, Brea, CA 92821 |
|
71467xxxx0 |
aag*****@p*****************.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orion Investment Real Estate |
4120 Birch St Ste 110, Newport Beach, CA 92660 |
|
94920xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
World Financial Group |
17852 17th St Ste 105, Tustin, CA 92780 |
|
65721xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Researchdx |
13766 Alton Pkwy, Irvine, CA 92618 |
|
51033xxxx7 |
aav****@r*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sierra Nevada Investment Group |
3186 Pullman St, Costa Mesa, CA 92626 |
|
71485xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kraig Strom - Certified Financial Planner |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx8 |
bra*@b*************.com |
5.07 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Macarthur Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Moler Capital Management |
8 Corporate Park Ste 300, Irvine, CA 92606 |
|
94944xxxx3 |
bea*@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Y Yen-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Bryan Nguyen |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71453xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Penny Stock Trading |
Serving theOrange Area |
|
71467xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Matthew Terrones |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
86756 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
7700 Irvine Center Dr, Irvine, CA 92618 |
|
94974xxxx8 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lh Capital |
1830 Main St, Irvine, CA 92614 |
|
94924xxxx0 |
|
4.6 |
1287 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pyramid Capital Investments Corp |
4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660 |
|
94983xxxx7 |
sro*@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairmont Capital Inc |
18200 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71470xxxx0 |
cca****@f**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richter Financial Consulting |
Orange, CA 92869 |
|
65722xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kensington Resources |
600 Anton Blvd Ste 1000, Costa Mesa, CA 92626 |
|
71438xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Berman Investment Group |
20251 SW Acacia St Ste 200, Newport Beach, CA 92660 |
|
94927xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Soto, Christopher |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx4 |
aar**@k*****.com |
|
|
|
|
|
|
560 |
647 |
584 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clearview Investment-Mgmt Bus |
13661 Laurinda Way, Santa Ana, CA 92705 |
|
71439xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dalva & Associates |
600 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71443xxxx7 |
aar********@d*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sunny Realty & Management Inc |
9946 Garden Grove Blvd, Garden Grove, CA 92844 |
|
71463xxxx0 |
ceo@g*****************.com |
|
|
|
|
4.8 |
30 |
1091 |
92 |
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx6 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SBL | Commercial Investments and Management |
790 The City Dr S, Orange, CA 92868 |
|
71466xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Racofsky, Richard |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J P Morgan |
791 S Weir Canyon Rd Ste 200, Anaheim, CA 92808 |
|
71445xxxx6 |
aar***********@j*******.com |
|
|
|
|
|
|
89665 |
|
114000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AOA Investments Inc |
2932 Daimler St, Santa Ana, CA 92705 |
|
94941xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anchor Re Captital Management Co |
7545 Irvine Center Dr Ste 200, Irvine, CA 92618 |
|
94933xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hanna Capital Management |
43 Post, Irvine, CA 92618 |
|
94927xxxx0 |
car********@a*******************.com |
|
|
|
|
|
|
241 |
20 |
243 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Price, Michael, AGT |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ober Financial |
900 E Katella Ave Ste B Orange, CA 92867 |
|
71477xxxx0 |
adm***@o************.com |
|
|
4.2 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc. |
2522 Chambers Rd, Tustin, CA 92780 |
|
71457xxxx8 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Taylor, Robert F |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schneider Securities |
18952 Macarthur Blvd, Irvine, CA 92612 |
|
94944xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairmont Capital Inc |
3350 E Birch St, Brea, CA 92821 |
|
71452xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Truth Academy |
|
|
42422xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
114 Pacifica, Irvine, CA 92618 |
|
94922xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark 1 Wealth Academy |
1342 E Chapman Ave, Orange, CA 92866 |
|
84462xxxx2 |
ale**@s**********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Daniel W Verdugo |
505 S Villa Real Dr Ste 201 Anaheim, CA 92807 |
|
71428xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Saddleback Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Syn-Mar Associates |
505 E 1st St Ste H, Tustin, CA 92780 |
|
71450xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greg Davis - State Farm Insurance Agent |
1500 E Katella Ave Ste 6 Orange, CA 92867 |
|
71463xxxx0 |
joh*@g********.biz |
|
|
4.4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sage Point Financial |
10061 Talbert Ave Ste 200, Fountain Valley, CA 92708 |
|
71496xxxx0 |
dom****@a***********.com |
|
|
|
|
|
|
2765 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hankey Investment Company |
2125 Westcliff Dr, Newport Beach, CA 92660 |
|
94954xxxx1 |
a.g**@h****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Assoc Inc |
4701 Teller Ave Ste 101, Newport Beach, CA 92660 |
|
94926xxxx0 |
aba*****@r************.com |
|
|
|
|
|
|
2760 |
26 |
3300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Majestic Capital Investment |
18881 Von Karman Ave, Irvine, CA 92612 |
|
94964xxxx2 |
aow**@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
18452 Yorba Linda Blvd Ste B, Yorba Linda, CA 92886 |
|
71470xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chadwick Investment & Realty |
30 Arboretum, Irvine, CA 92620 |
|
91677xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R & B Investment |
1762 San Juan St, Tustin, CA 92780 |
|
71473xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A Plus Realty & Investments Inc |
11330 Knott St, Garden Grove, CA 92841 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Regional Finance |
333 S Anita Dr #650, Orange, CA 92868 |
|
65722xxxx4 |
con****@r**************.com |
4.9 |
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ |
17822 17th St Suite 405, Tustin, CA 92780 |
|
71483xxxx6 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marigold Financial Partners |
1045 W Katella Ave Suite 250, Orange, CA 92867 |
|
71478xxxx3 |
die**@m*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carandang, Rey |
611 Anton Blvd, Costa Mesa, CA 92626 |
|
71442xxxx1 |
bri*********@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Capital Securities |
725 Town and Country Rd, Orange, CA 92868 |
|
71454xxxx1 |
ban******@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Commpex Tax Strategies |
7724 Sonata Ln San Diego, CA 92127 |
|
85834xxxx8 |
inf*@c******.com |
|
|
5 |
1 |
|
|
73 |
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GB Investment Inc |
3020 Saturn St. #206, Brea, CA 92821 |
|
21384xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashwill Investments |
18271 Mcdurmott W, Irvine, CA 92614 |
|
94947xxxx8 |
joh*@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Judy Copenbarger |
5110 E Glen Arran Ln, Orange, CA 92869 |
|
94955xxxx1 |
fiv******@a**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Equity Group |
6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707 |
|
71475xxxx8 |
cho****@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
200 N Harbor Blvd Suite 205, Anaheim, CA 92805 |
|
71446xxxx7 |
aar************@r***********.com |
5 |
2 |
|
|
|
|
17485 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parkcenter Realty & Investments |
Serving theOrange Area |
|
71426xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financially Yours Advisory Services |
1420 E Chapman Ave, Orange, CA 92866 |
|
71463xxxx7 |
don**@f****************.com |
5.014 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Impact Wealth Effect |
300 Spectrum Center Dr, Irvine, CA 92618 |
|
94950xxxx2 |
ada*********@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bair Enterprises |
Orange, CA 92868 |
|
71479xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sceberras, Christine |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial West Group |
17755 Sky Park Cir, Irvine, CA 92614 |
|
94922xxxx0 |
azl**@f**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Focused Capital Investment |
49 Straw Flower, Irvine, CA 92620 |
|
71431xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ross Gielow: Allstate Insurance |
1111 W Town And Country Rd Ste 52 Orange, CA 92868 |
|
71455xxxx7 |
a****00@a*******.com |
|
|
5 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
1901 Main St Ste 800, Irvine, CA 92614 |
|
94995xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All Pro Investments |
2152 Dupont Dr, Irvine, CA 92612 |
|
94975xxxx0 |
get*****@s*****************.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scottrade |
655 S Main St Ste 240, Orange, CA 92868 |
|
71494xxxx0 |
|
|
|
|
|
|
|
393357 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lion Gate Capital Inc |
17901 Von Karman Ave, Irvine, CA 92614 |
|
31022xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wma Thomas Hong |
511 N Brookhurst St, Anaheim, CA 92801 |
|
71453xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frome Investments |
151 Kalmus Dr, Costa Mesa, CA 92626 |
|
71464xxxx0 |
bbe******@f*******.com |
1.8 |
10 |
|
|
4.2 |
5 |
|
|
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lee Franchises Investments |
7821 Edinger Ave, Huntington Beach, CA 92647 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wester Investments Inc |
20631 Vista Del Norte, Yorba Linda, CA 92886 |
|
94963xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barney Smith |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
19840 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equico |
535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
abo*****@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Procurus Wealth Management |
4101 Birch St Ste 110, Newport Beach, CA 92660 |
|
94922xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diamond Bar Investments |
1926 Spahn Ln, Placentia, CA 92870 |
|
71420xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tryon Company |
18022 Cowan Ste 215, Irvine, CA 92614 |
|
94933xxxx9 |
joh*@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zacks Investment Research Inc |
18300 Von Karman Ave, Irvine, CA 92612 |
|
76074xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ramsey Israwi-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
32383xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
1300 N Bristol St Ste 285, Newport Beach, CA 92660 |
|
94975xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NRG Resources, Inc. |
18301 Von Karman Ave Ste 1050, Irvine, CA 92612 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NeighborWorks Orange County |
1748 W Katella Ave Suite 202, Orange, CA 92867 |
|
71449xxxx0 |
ami***@n***.org |
4.6 |
5 |
|
|
4.7 |
55 |
2795 |
317 |
2800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CIBC Private Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94988xxxx0 |
alb***********@c***.com |
|
|
|
|
|
|
2118 |
|
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parsonex Securities, Inc |
City Tower, 333 City Blvd W # 1700, Orange, CA 92868 |
|
42475xxxx9 |
aal****@p*******.com |
|
|
|
|
|
|
331 |
6 |
340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Johnson Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Management |
720 S Euclid St Anaheim, CA 92802 |
|
71499xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
5410 Trabuco Rd Ste 110, Irvine, CA 92620 |
|
94955xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winten Investments |
421 N Brookhurst St Ste 223, Anaheim, CA 92801 |
|
71477xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jonathan’s Financial Services |
12842 Valley View St Ste 208 Garden Grove, CA 92845 |
|
71495xxxx3 |
hel*@c***************.com |
|
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allen & Caron Inc |
2151 Michelson Dr Ste 120, Irvine, CA 92612 |
|
94947xxxx0 |
and***@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
N T Investor Service |
12666 Brookhurst St, Garden Grove, CA 92840 |
|
81848xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Intelliloan |
500 N State College Blvd Fl 14 Orange, CA 92868 |
|
86625xxxx1 |
aja***@i**********.com |
|
|
4.5 |
542 |
|
|
1023 |
28 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Special Asset Management |
5661 Beach Blvd, Buena Park, CA 90621 |
|
94949xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brown’s Financial Services |
6 Centerpointe Dr Ste 700 La Palma, CA 90623 |
|
86683xxxx1 |
|
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global Investment Solutions |
1300 N Bristol St Ste 200, Newport Beach, CA 92660 |
|
94966xxxx0 |
ski******@e********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Tipple-Financial Advisor |
12976 Main St, Garden Grove, CA 92840 |
|
71446xxxx4 |
aab****@b************.com |
|
12 |
|
|
|
|
40840 |
176 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vnt Property 1 |
76 S Claudina St, Anaheim, CA 92805 |
|
71477xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrivent Financial |
34 Executive Park Ste 210, Irvine, CA 92614 |
|
80084xxxx6 |
a.v@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange Financial Center |
S Parker St, Orange, CA 92868 |
|
71483xxxx4 |
|
4.2 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Santee Street Associates |
23 W Yale Loop, Irvine, CA 92604 |
|
94955xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
180 E Main St, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rebecka Forrester | TNG Real Estate |
2830 Brea Blvd Fullerton, CA 92835 |
|
71441xxxx7 |
reb**************@m*.com |
|
|
4.9 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mitchell Financial Solutions |
201 Sandpointe Ave Ste 228, Santa Ana, CA 92707 |
|
71466xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shelly Padilla - State Farm Insurance Agent |
2424 N Grand Ave Ste B Santa Ana, CA 92705 |
|
71454xxxx8 |
she***@s************.com |
5 |
129 |
4.9 |
29 |
|
|
492 |
53 |
516 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stone hatcher Financial |
333 City Blvd W Ste 2050 Orange, CA 92868 |
|
71470xxxx6 |
inf*@b************************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maluli Consulting |
Riverside, CA 92509 |
|
95122xxxx3 |
adm**@m***************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Young, David Rowan |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equico |
575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SchoolsFirst Federal Credit Union |
377 E Chapman Ave Ste 100 Placentia, CA 92870 |
|
84463xxxx5 |
aab******@s**************.org |
|
|
4.3 |
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trust E Tech |
3303 Harbor Blvd, Costa Mesa, CA 92626 |
|
71444xxxx5 |
ang***@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Elliott Accountancy Corp |
1370 N Brea Blvd Ste 116 Fullerton, CA 92835 |
|
71487xxxx3 |
ebe*@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Professionals |
15 Rainstar, Irvine, CA 92614 |
|
94978xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ardent One Financial |
3707 W Garden Grove Blvd, Orange, CA 92868 |
|
71474xxxx8 |
joh*@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
7560 Orangethorpe Ave, Buena Park, CA 90621 |
|
71422xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
18426 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Willow Crest Investments Inc |
2461 E Orangethorpe Ave, Fullerton, CA 92831 |
|
71444xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
145 S State College Blvd, Brea, CA 92821 |
|
71425xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mutual Capital Group |
2751 E Chapman Ave, Fullerton, CA 92831 |
|
71473xxxx8 |
inf*@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement Distribution and Wealth Management Strategies |
509 S Brea Blvd Ste 13, Brea, CA 92821 |
|
71487xxxx0 |
jpe*****@p***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bancorp Investments - Financial Advisors: John Chipian |
500 S Main St, Orange, CA 92868 |
|
71436xxxx1 |
aar************@u*****.com |
|
|
|
|
|
|
344755 |
4383 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Gabriel Choo, AAMS™|CRPC™|CRPS™ |
3111 N Tustin St Suite 190, Orange, CA 92865 |
|
71463xxxx0 |
a.j*********@e**********.com |
5.02 |
|
|
|
|
|
86756 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EM Capital Investment Inc |
3350 E Birch St Ste 140, Brea, CA 92821 |
|
71448xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Solomon's Investments |
75 Tarocco, Irvine, CA 92618 |
|
94929xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steadfast Properties |
20320 SW Birch St, Newport Beach, CA 92660 |
|
94985xxxx0 |
abe****@s*****************.com |
|
|
|
|
3 |
57 |
675 |
90 |
675 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TKG Property Management |
1475 S State College Blvd #228, Anaheim, CA 92806 |
|
71459xxxx8 |
cus************@t****.com |
2.3 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cfo To Go |
17461 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx5 |
|
|
|
4.8 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Icon Financial |
51 Grant, Irvine, CA 92620 |
|
94937xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Service Trading Co |
6201 Oak Cyn, Irvine, CA 92618 |
|
94933xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Brian K Clark |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
85274 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Growth Management Inc |
1421 N Wanda Rd, Orange, CA 92867 |
|
71463xxxx4 |
3d5*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Churchill Management Group - North Tustin |
12241 Newport Ave # 101, North Tustin, CA 92705 |
|
94991xxxx8 |
ach*@c******************.com |
5.098 |
|
|
|
|
|
|
|
221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert M. Densmore |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baick, Alice |
18621 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71477xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
86737 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bancorp Investments - Financial Advisors: Darin Mcleish |
3800 E La Palma Ave, Anaheim, CA 92807 |
|
71423xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345418 |
5420 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IFL Financial Advisors |
19132 Mesa Dr Villa Park, CA 92861 |
|
71459xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Royal Alliance Assoc Inc |
12377 Lewis St Ste 102, Garden Grove, CA 92840 |
|
71475xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Enterprise Management Corp |
17461 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx5 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Option One Investments |
9599 Newfame Cir, Fountain Valley, CA 92708 |
|
71424xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Titans Capital Equity Group |
500 N State College Blvd Ste 1100 Orange, CA 92868 |
|
87723xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Orange Financial Advisor - Mark H Doucet |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
86755 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Green Street Advisors |
660 Newport Center Dr Ste 800, Newport Beach, CA 92660 |
|
94999xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
500 N State College Blvd Ste 415 Orange, CA 92868 |
|
71445xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
81826xxxx0 |
dns*****@a***.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RHW Capital Management Group, LLC |
1820 W Orangewood Ave #203, Orange, CA 92868 |
|
94934xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Saint Investment Group Inc. |
555 Anton Blvd Suite 225, Costa Mesa, CA 92626 |
|
71433xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stamos and Stamos |
17871 Santiago Blvd Ste 227 Villa Park, CA 92861 |
|
71499xxxx1 |
chr**@s**************.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Karl H Romero & Associates, Inc |
1585 E 17th St Santa Ana, CA 92705 |
|
71454xxxx7 |
kar***********@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Back Bay Funding |
19600 Fairchild Ste 150, Irvine, CA 92612 |
|
94965xxxx0 |
ala*@w***********************.com |
|
|
|
|
|
|
493 |
139 |
477 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DKJ Investments |
12419 Lewis St, Garden Grove, CA 92840 |
|
71470xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Great Pacific Securities |
151 Kalmus Drive Suite, H8, Costa Mesa, CA 92626 |
|
71461xxxx0 |
adm***@g*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sewon USA Inc |
19772 Macarthur Blvd, Irvine, CA 92612 |
|
94993xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Parker-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
94932xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
4000 Birch St Ste 201d, Newport Beach, CA 92660 |
|
94955xxxx5 |
aar*********@l**.com |
|
|
|
|
|
|
20010 |
214 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NextFha Mortgage |
2100 Main St Ste St., Irvine, CA 92614 |
|
94980xxxx0 |
dav********@w*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness Graham Investments LP |
15707 Rockfield Blvd, Irvine, CA 92618 |
|
94922xxxx0 |
aam**@i**************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Teacher’s Financial Advisors |
222 Fashion Ln Tustin, CA 92780 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
7316 |
206 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
3333 Michelson Dr Ste 820, Irvine, CA 92612 |
|
94956xxxx0 |
a.w*****@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified Securities Inc |
17862 17th St, Tustin, CA 92780 |
|
71454xxxx0 |
cha*@d******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Silesky at MassMutual - Greater Pacific |
1 Pointe Dr., Suite 518, Brea, CA 92821 |
|
62637xxxx6 |
bra**@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frausto, Jose, AGT |
49 Discovery, Irvine, CA 92618 |
|
71460xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tranzon Asset Strategies |
9980 Irvine Center Dr Ste 100, Irvine, CA 92618 |
|
88831xxxx4 |
adv****@t******.com |
|
|
|
|
|
|
11393 |
|
12000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Full Life Domain |
|
|
65726xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M S G Investment Group |
4717 W 1st St, Santa Ana, CA 92703 |
|
71441xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The M Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Gateaway Regional Centers LLC |
930 roosevelt DR Ste 325, Irvine, CA 92620 |
|
71430xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange Capital Management |
333 S Anita Dr Ste 700 Orange, CA 92868 |
|
71463xxxx1 |
agu******@o**********************.com |
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ck Cooper & Company |
18300 Von Karman Ave Ste 700, Irvine, CA 92612 |
|
94947xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chambers Investments Group LP |
22405 La Palma Ave, Yorba Linda, CA 92887 |
|
71469xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Apex Financial Services Group |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71491xxxx6 |
adm**@a******.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
La Chispa Investment |
161 Fashion Ln, Tustin, CA 92780 |
|
71473xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
3040 Saturn St Ste 100, Brea, CA 92821 |
|
71464xxxx8 |
ame******************@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Financial Center |
406 N Euclid St Anaheim, CA 92801 |
|
71495xxxx0 |
ale**********@b***.com |
3.1 |
45 |
2.1 |
37 |
|
|
943080 |
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Belle Investment Corp |
1400 Mcgaw Ave, Irvine, CA 92614 |
|
94986xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parallax Capital Partners |
23332 Mill Creek Dr Ste 155, Laguna Hills, CA 92653 |
|
94929xxxx0 |
inf*@f***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
5015 Birch St, Newport Beach, CA 92660 |
|
94955xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hunt, Brandon |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
1 Park Plz Ste 600, Irvine, CA 92614 |
|
94926xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insight Investments |
7012 Belgrave Ave, Garden Grove, CA 92841 |
|
71462xxxx0 |
aad****@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Line SA Investors |
3000 Westminster Ave, Santa Ana, CA 92703 |
|
71426xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Neuberger Berman |
620 Newport Center Dr Ste 250, Newport Beach, CA 92660 |
|
94946xxxx0 |
abc***@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17822 17th St Ste 102, Tustin, CA 92780 |
|
71473xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crossroads Planning, LLC |
765 The City Dr S Ste 390, Orange, CA 92868 |
|
71489xxxx8 |
bra*********@c******************.com |
5 |
14 |
|
|
|
|
266 |
68 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lavering Investments |
505 N Tustin Ave, Santa Ana, CA 92705 |
|
71433xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
California Inspection Authority |
6939 Antique St, San Bernardino, CA 92407 |
|
94998xxxx0 |
cia**************@g****.com |
4.9 |
75 |
4.9 |
1080 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OC Financial Group |
134 Liberty St, Tustin, CA 92782 |
|
94937xxxx4 |
joh*@o***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lighthouse Financial Services Inc |
3000 E Birch St Ste 107, Brea, CA 92821 |
|
71457xxxx0 |
con****@l*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Innovation Investment Group |
5 National Pl, Irvine, CA 92602 |
|
71460xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investlinc |
13655 S Harbor Blvd, Anaheim, CA 92802 |
|
71468xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christenson, Peter |
2 Park Plz, Irvine, CA 92614 |
|
94997xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
55 |
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nathan Kieu |
19742 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87631 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Judy Kim-Financial Advisor, Ameriprise Financial Services |
780 Roosevelt, Irvine, CA 92620 |
|
90939xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Healstone Investment |
18818 Teller Ave Ste 270, Irvine, CA 92612 |
|
94955xxxx4 |
imp******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher Weil & Co Inc |
4590 Macarthur Blvd, Newport Beach, CA 92660 |
|
94972xxxx4 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Bank - Wealth Management Banker: Ryan Clark |
3800 E La Palma Ave, Anaheim, CA 92807 |
|
71423xxxx7 |
aar************@u*****.com |
|
|
|
|
|
|
345418 |
5420 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Handmade Investments A I |
17462 Von Karman Ave, Irvine, CA 92614 |
|
71439xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Needelman Asset Management Inc |
111 Pacifica Ste 140, Irvine, CA 92618 |
|
94945xxxx3 |
sam@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Funds |
6455 Irvine Center Dr, Irvine, CA 92618 |
|
94997xxxx0 |
afi*******@a************.com |
3.9 |
18 |
|
|
|
|
170891 |
|
185000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Curtis Ostling-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tymatt Securities |
4023 Birch St, Newport Beach, CA 92660 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strattford Capital |
10900 Magnolia Ave, Anaheim, CA 92804 |
|
71482xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Comprehensive Financial Inc |
16520 Bake Pkwy, Irvine, CA 92618 |
|
94950xxxx7 |
cor****@c*************.com |
|
|
|
|
|
|
197 |
12 |
215 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
58 |
3 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western Investment Corp |
620 W Orangewood Ave, Anaheim, CA 92802 |
|
71497xxxx0 |
aa@w************.com |
3.5 |
374 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SMS Investment Group |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94997xxxx0 |
aja*******@s******.com |
|
|
|
|
|
|
350 |
59 |
359 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jaime A. Torres |
7755 Center Ave Ste 1010, Huntington Beach, CA 92647 |
|
71490xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
East Eagle Drive Investment Co |
3880 E Eagle Dr, Anaheim, CA 92807 |
|
94985xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hammond Investment Group |
14536 Brookhurst St Ste 101, Westminster, CA 92683 |
|
71453xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centaurus Financial |
2300 E Katella Ave Ste 200 Anaheim, CA 92806 |
|
71445xxxx0 |
a.p*****@c*****************.com |
|
|
|
|
4.7 |
29 |
329 |
15 |
339 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mike Grannis Investment Corp |
18700 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SunAmerica |
17094 Magnolia St, Fountain Valley, CA 92708 |
|
71484xxxx8 |
aad*****@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17772 17th St Ste 111, Tustin, CA 92780 |
|
71473xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashley Mountain - Thrivent |
49 Discovery Ste 140, Irvine, CA 92618 |
|
80530xxxx3 |
ale*************@t*******.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Woo, Mandy M, CFP |
4 Venture, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
|
|
|
|
|
|
10 |
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Wave |
585 N Poplar St, Orange, CA 92868 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Knowlton Financial |
3502 W Orange Ave, Anaheim, CA 92804 |
|
71468xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Belcourt Investments |
3501 Jamboree Rd, Newport Beach, CA 92660 |
|
94972xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allen Investment Management |
5437 E Avenida Palmar, Orange, CA 92869 |
|
71474xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James |
1745 W Orangewood Ave # 114, Orange, CA 92868 |
|
71494xxxx0 |
aar**********@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BIS Realty And Investments |
41 Greenfield, Irvine, CA 92614 |
|
94933xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crane & Associates Financial Planning |
801 E Chapman Ave Ste 104 Fullerton, CA 92831 |
|
71452xxxx5 |
don@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stellar Investment Group |
2500 E Imperial Hwy, Brea, CA 92821 |
|
94926xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
National Credit Partners |
1551 N Tustin Ave # 550, Santa Ana, CA 92705 |
|
88876xxxx8 |
con****@p*************.org |
3.4 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global One Asset Management |
1367 E Edinger Ave Santa Ana, CA 92705 |
|
71454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Gabriel Choo |
3111 N Tustin St Ste 190 Orange, CA 92865 |
|
71463xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
86718 |
|
98000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Michael R Long |
18002 Irvine Blvd Ste 102, Tustin, CA 92780 |
|
71468xxxx1 |
acc**********@e**********.com |
|
|
|
|
|
|
86230 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Linco Investment Company |
1107 Quail St, Newport Beach, CA 92660 |
|
94922xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spirax Sarco Inc |
8141 E Kaiser Blvd Ste 300, Anaheim, CA 92808 |
|
71428xxxx6 |
aba*****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Investment Holdings Inc |
18837 Brookhurst St, Fountain Valley, CA 92708 |
|
71463xxxx3 |
ben******@l**.com |
|
|
|
|
|
|
|
|
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
4590 Macarthur Blvd, Newport Beach, CA 92660 |
|
94925xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gati Business Consultants |
2501 East Chapman Ave Ste 280 Fullerton, CA 92831 |
|
71487xxxx5 |
gat*******@g******.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Online California Title Loans |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
65722xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Larry Hamm-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
71429xxxx3 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1190 S Beach Blvd, La Habra, CA 90631 |
|
56269xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Meece, Douglas |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Will Fetter, CEPA®|AAMS™ |
2582 N Santiago Blvd Suite B, Orange, CA 92867 |
|
71460xxxx0 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ametrine Financial & Insurance Services |
1122 E Lincoln Ave, Orange, CA 92865 |
|
80056xxxx8 |
ama*****@a****************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freedom Family Advisors |
1890 N Sacramento St, Orange, CA 92867 |
|
71483xxxx5 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
S & M Investment |
501 N Brookhurst St, Anaheim, CA 92801 |
|
90991xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
17782 17th St Ste 204, Tustin, CA 92780 |
|
71473xxxx1 |
ame******************@a***.com |
|
|
|
|
|
|
132834 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Viking Investments |
17910 Sky Park Cir Ste 200, Irvine, CA 92614 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kelemen Caamano Investments |
2860 Michelle, Irvine, CA 92606 |
|
94923xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Notary and Loan Signing Specialist |
Irvine, CA 92620 |
|
71467xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RefiNow Financial |
14742 Newport Ave Ste 104 Tustin, CA 92780 |
|
94930xxxx2 |
inf*@r***************.com |
5 |
6 |
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GLBP Investment Inc |
10092 Chapman Ave, Garden Grove, CA 92840 |
|
71453xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Labrum Wealth Management |
8888 Prospect St Ste 200 La Jolla, CA 92037 |
|
76070xxxx5 |
aar**@l***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Ahola Real Estate Advisor |
Dana Point, CA 92629 |
|
31021xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roth Wealth Management Group - UBS Financial Services Inc. |
20 Pacifica Ste 1500, Irvine, CA 92618 |
|
94945xxxx3 |
abc*******@u**.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strada Capital Group |
100 Spectrum Center Dr Ste 900, Irvine, CA 92618 |
|
94978xxxx0 |
ana******@s************.com |
|
|
|
|
|
|
6191 |
113 |
5900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Nick Garl |
6378 E Santa Ana Canyon Rd Anaheim, CA 92807 |
|
71468xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
141 |
6 |
140 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tyler James Pace, CPA, MAFM |
Irvine, CA 92606 |
|
94942xxxx5 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DW Investment Group |
1720 E Garry Ave Ste 220, Santa Ana, CA 92705 |
|
94955xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bio-Organic Catalyst Inc |
711 W 17th St, Costa Mesa, CA 92627 |
|
94951xxxx1 |
doe**@b**********.com |
|
|
|
|
5 |
12 |
302 |
6 |
321 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MZ Investment |
5400 Trabuco Rd, Irvine, CA 92620 |
|
94933xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Network Investment Corporation |
2440 N Glassell St Ste U, Orange, CA 92865 |
|
71497xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Apex Investment Planning Service |
18800 Von Karman Ave, Irvine, CA 92612 |
|
94966xxxx0 |
inf*@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EdgeMAC |
2125 E Katella Ave #350, Anaheim, CA 92806 |
|
71456xxxx0 |
blo****@e******.com |
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bison Real Estate Investment Deals |
677 N Clinton St, Orange, CA 92867 |
|
71472xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MAP Alternative Asset Management Co |
620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 |
|
94970xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Melva Investment |
5757 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71491xxxx0 |
a.l****@l********.com |
3.9 |
228 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warland Investments |
11155 Knott Ave Ste J, Cypress, CA 90630 |
|
71437xxxx3 |
car*@w******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Anthony Privitelli - Morgan Stanley |
2677 N Main St 10th Fl, Santa Ana, CA 92705 |
|
71464xxxx0 |
acc**********@m************.com |
3.52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Growth Management, Inc. |
17871 Santiago Blvd #224, Villa Park, CA 92861 |
|
71424xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merit Wealth Management - Ameriprise Financial Services, LLC |
14771 Plaza Dr, Ste M, Tustin, CA 92780 |
|
94925xxxx8 |
chr***************@a***.com |
|
|
|
|
|
|
230 |
|
233 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vestar/Gray INVESTORS |
17622 Armstrong Ave, Irvine, CA 92614 |
|
94986xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pure Financial Advisors, Inc |
3040 Saturn St, Brea, CA 92821 |
|
71492xxxx7 |
abb********@p************.com |
|
|
|
|
|
|
1665 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eladio Correa - Ameriprise Financial Services, Inc. |
101 Main St Ste 220, Huntington Beach, CA 92648 |
|
71437xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investor Solutions Group |
18377 Beach Blvd Ste 323, Huntington Beach, CA 92648 |
|
71484xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oc Realty Advisors |
1 Technology Dr, Irvine, CA 92618 |
|
61224xxxx0 |
|
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
One Stop Realty & Financial |
14351 Euclid St Ste 1S Garden Grove, CA 92843 |
|
71465xxxx1 |
|
5 |
14 |
4.6 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
377 E Chapman Ave Ste 120, Placentia, CA 92870 |
|
71457xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
86209 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crandal, Ray |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
1442 Irvine Blvd Tustin, CA 92780 |
|
71473xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Wealth Management |
555 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Swick Lam Assett Management |
940 S Coast Dr, Costa Mesa, CA 92626 |
|
71485xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Command |
12419 Lewis St #104, Garden Grove, CA 92840 |
|
71470xxxx0 |
abe***@f***********.com |
5 |
46 |
|
|
|
|
7379 |
213 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Synergy Investments |
833 Estancia, Irvine, CA 92602 |
|
71438xxxx4 |
aha****@s*****************.com |
|
|
|
|
|
|
23 |
|
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Alliance Financial Advisors |
1940 E 17th St Santa Ana, CA 92705 |
|
71466xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concord Investment Council |
9811 Irvine Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
gid***@c******.com |
|
|
|
|
|
|
52 |
2 |
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Coast Financial Planning Group - Ameriprise Financial |
1440 N Harbor Blvd Ste 801 Fullerton, CA 92835 |
|
71452xxxx0 |
aku**********@a***.com |
|
|
|
|
|
|
194 |
|
201 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A & K Investment |
18350 Mount Langley St, Fountain Valley, CA 92708 |
|
71496xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Little-Thrivent |
49 Discovery, Irvine, CA 92618 |
|
61936xxxx3 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
11869 Valley View St, Garden Grove, CA 92845 |
|
71437xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ihp Meridian |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94985xxxx1 |
aya*@i*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Law Offices of Timothy F. Fatone |
333 City Blvd W 17th Floor, Orange, CA 92868 |
|
56228xxxx5 |
joh******@o*******************.com |
4.8 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
South Coast Wealth Management |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nicholas Romero - Thrivent |
49 Discovery Ste 140, Irvine, CA 92618 |
|
90978xxxx3 |
ant**************@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarke Financial Group |
17780 Fitch, Irvine, CA 92614 |
|
94922xxxx3 |
cbo**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
R.A.I. Wealth Management |
151 N Kraemer Blvd #105, Placentia, CA 92870 |
|
71444xxxx6 |
gt@r****.com |
5 |
1 |
|
|
|
|
27 |
|
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The March Group |
7545 Irvine Center Dr, Irvine, CA 92618 |
|
94962xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dresden Investment Group Inc |
14271 Jeffrey Rd, Irvine, CA 92620 |
|
94967xxxx2 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CB Capital Partners Inc |
620 Newport Center Dr, Newport Beach, CA 92660 |
|
94941xxxx0 |
dco*****@s*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prisma Capital Partners LP |
19540 Jamboree Rd, Irvine, CA 92612 |
|
94926xxxx0 |
aba******@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Terrada Investment Corp |
4940 Campus Dr Ste C, Newport Beach, CA 92660 |
|
94975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Needleman Asset Management |
1301 Dove St, Newport Beach, CA 92660 |
|
94938xxxx0 |
ach***@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
2082 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx5 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Casaw, Andrea M |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94994xxxx5 |
acc**********@m************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DLH Capital Management |
1540 E Canfield Ln #27, Anaheim, CA 92805 |
|
71480xxxx2 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hap Cole - Associate Financial Advisor, Ameriprise Financial Services |
8212 Wildwood Dr, Huntington Beach, CA 92646 |
|
71453xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC |
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660 |
|
71487xxxx0 |
bla**@w*****************.com |
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Athos Capital Advisors |
Newport Beach, CA 92660 |
|
31097xxxx5 |
cli**********@a*******************.com |
|
|
|
|
|
|
|
|
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Silverwood Investment |
19772 Macarthur Blvd, Irvine, CA 92612 |
|
94975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Talley & Co |
600 City Pkwy W Ste 650, Orange, CA 92868 |
|
71486xxxx0 |
adm**@t********.com |
|
|
|
|
|
|
174 |
6 |
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O C Investment Pros |
2312 Park Ave, Tustin, CA 92782 |
|
94937xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Star Inc |
3751 S Harbor Blvd Ste A, Santa Ana, CA 92704 |
|
31037xxxx5 |
con****@p*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gold Alliance |
Serving theOrange Area |
|
80045xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|CEPA®|AAMS™ |
1122 E Lincoln Ave #201, Orange, CA 92865 |
|
71499xxxx4 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CWC Investment |
507 N Bush St, Santa Ana, CA 92701 |
|
94985xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ucm Investments |
912 E Imperial Hwy, Brea, CA 92821 |
|
71478xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bryan L Green |
2223 E Wellington Ave Ste 310 Santa Ana, CA 92701 |
|
71454xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
238 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hollencrest Securities |
3501 Jamboree Rd, Newport Beach, CA 92660 |
|
94973xxxx5 |
ac@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
Irvine, CA 92602 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Management |
417 S Broadway, Santa Ana, CA 92701 |
|
94928xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crown Capital Securities |
725 W Town And Country Rd Ste 530, Orange, CA 92868 |
|
71454xxxx1 |
ban******@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Managers |
438 E Katella Ave Ste 217 orange, CA 92867 |
|
71488xxxx0 |
b.p@o**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mjd Investment Co. |
580 W Lambert Rd Ste E, Brea, CA 92821 |
|
71452xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Southern, Nicole |
180 N Riverview Dr, Anaheim, CA 92808 |
|
71499xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch |
500 S Main St, Orange, CA 92868 |
|
56221xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jim Warren - Financial Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
90939xxxx9 |
cam**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insight Investments |
611 Anton Blvd Ste 700, Costa Mesa, CA 92626 |
|
71493xxxx0 |
aad****@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tina Chou - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prysmatic Advisors |
600 City Pkwy W #650, Orange, CA 92868 |
|
94933xxxx6 |
ape****@p****************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scott McEwan-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
2543 E Denise Ave, Orange, CA 92867 |
|
71499xxxx6 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Belcourt Investments Inc |
3 San Joaquin Plz, Newport Beach, CA 92660 |
|
94972xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C F G Investments |
17220 Newhope St Ste 224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Professional Equities Inc |
23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653 |
|
94995xxxx7 |
907*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hsu Investment Company |
1491 Santa Fe Dr, Tustin, CA 92780 |
|
71425xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Snow’s Financial Services/Orange Tax & Bookkeeping |
130 S Lemon St Orange, CA 92866 |
|
71463xxxx3 |
|
|
|
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jade Berniard |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waldron Wealth Management Group - Ubs Financial Services Inc. |
One Pointe Dr Ste 140, Brea, Ca 92821 |
|
71425xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenrock Investment |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94944xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Chip Macro |
729 Montana Ave Ste 7 Santa Monica, CA 90403 |
|
80091xxxx7 |
car****@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ceres Investment Group |
927 S Webster Ave, Anaheim, CA 92804 |
|
94925xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Couyoumjian Asset Mgnt |
15145 Woodlawn Ave, Tustin, CA 92780 |
|
71421xxxx4 |
ach**********************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
US Credit Collection Agency |
9891 Irvine Center Dr, Irvine, CA 92618 |
|
94924xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Advisor Networks |
2440 N Glassell St Ste U, Orange, CA 92865 |
|
71497xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Farther Advisors - Financial Planner Orange County |
742 E Chapman Ave, Orange, CA 92866 |
|
71441xxxx1 |
|
5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MKT Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94920xxxx1 |
inf*@m****.com |
|
|
|
|
|
|
1127 |
3 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D & H Investments |
11652 Knott St, Garden Grove, CA 92841 |
|
71489xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wellesley Advisors |
43 Middleton, Irvine, CA 92620 |
|
71454xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Loynes, James R, CFA |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
14468 Culver Dr, Irvine, CA 92604 |
|
94955xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dover Management |
1530 S Harbor Blvd, La Habra, CA 90631 |
|
71452xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roman Risk & Insurance Services |
8707 Research Dr, Irvine, CA 92618 |
|
94968xxxx2 |
inf*@i*****.com |
|
|
|
|
|
|
|
|
94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Diversified Holdings |
2010 Main St, Irvine, CA 92614 |
|
94933xxxx3 |
cod****************************@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Olympia Realty |
1420 E Edinger Ave Ste 107, Santa Ana, CA 92705 |
|
71456xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
StrataTax |
5694 Mission Center Rd Ste 215 San Diego, CA 92108 |
|
85822xxxx0 |
|
|
|
5 |
135 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Affinity Financial |
|
|
71445xxxx7 |
hel**@a*******.financial |
|
|
|
|
|
|
36 |
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Des Financial Group |
3000 E Birch St Ste 103, Brea, CA 92821 |
|
71457xxxx0 |
dsw***@d****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Malietoa Investment Group |
1661 N Raymond Ave, Anaheim, CA 92801 |
|
71420xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marino Investment Company |
3636 Birch St Ste 200, Newport Beach, CA 92660 |
|
94997xxxx2 |
eri*@m****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KYL Enterprise Inc |
13816 Red Hill Ave, Tustin, CA 92780 |
|
90966xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AAA Irvine Insurance and Member Services |
13331 Jamboree Rd Tustin, CA 92782 |
|
71497xxxx1 |
aaa************@n*******.aaa |
|
|
3.3 |
192 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Managers Inc. Financial Advisor |
438 E Katella Ave, Orange, CA 92867 |
|
71488xxxx0 |
b.p@o**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merit Wealth Management - Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx8 |
chr***************@a***.com |
|
|
|
|
|
|
221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tax Pro 2010 |
Fullerton, CA 92832 |
|
95141xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I O Investments Inc |
16480 Harbor Blvd, Fountain Valley, CA 92708 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Santee Street Assoc |
69 E Yale Loop, Irvine, CA 92604 |
|
94955xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Innovate Partners Inc |
20371 Irvine Ave, Newport Beach, CA 92660 |
|
94950xxxx2 |
and***********@i******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spilly-Shahinian, Karen |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx1 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Specialty Investment Group |
4100 Campus Dr, Newport Beach, CA 92660 |
|
94937xxxx0 |
agu************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Styles Caribe Investments |
155 N Riverview Dr, Anaheim, CA 92808 |
|
71492xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Western Investors |
1886 Tahiti Dr, Costa Mesa, CA 92626 |
|
71454xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Pepper-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Azk Investment |
770 Roosevelt, Irvine, CA 92620 |
|
94939xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
New Castle Investments |
18281 Lemon Dr, Yorba Linda, CA 92886 |
|
95178xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Branch Investment Group |
20341 SW Birch St, Newport Beach, CA 92660 |
|
94975xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waddell & Reed |
1 Pointe Dr Ste 210, Brea, CA 92821 |
|
71425xxxx8 |
aam***@w******.com |
|
|
|
|
|
|
20098 |
232 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Correa & Associates - Ameriprise Financial Services |
101 Main St Ste 380, Huntington Beach, CA 92648 |
|
71437xxxx0 |
ant*********************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M 3 K Investment |
5230 E Hunter Ave, Anaheim, CA 92807 |
|
71469xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J Y & J A Investment |
15435 Jeffrey Rd, Irvine, CA 92618 |
|
94955xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anahurst Investors |
2140 S Main St Ph 10, Santa Ana, CA 92707 |
|
71488xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Concepts |
1667 Lincoln Ave, Orange, CA 92865 |
|
71428xxxx0 |
aly*****@i***********.com |
1.7 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Netsyntropy |
27 Chicory Way, Irvine, CA 92612 |
|
94956xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Langston, Corey |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riverland Investments |
10101 Slater Ave, Fountain Valley, CA 92708 |
|
71496xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benefit Funding Retirement |
138 S Imperial Hwy, Anaheim, CA 92807 |
|
71492xxxx5 |
ade*********@b*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Elite Alliance Investments |
14252 Culver Dr, Irvine, CA 92604 |
|
94927xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RCP Advisors |
620 Newport Center Dr, Newport Beach, CA 92660 |
|
94921xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barth Financial Planning |
333 City Blvd W Ste 2050 Orange, CA 92868 |
|
71470xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Stephanie Bartels |
2540 Main St, Irvine, CA 92614 |
|
94986xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87358 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeff Gielau, ChFC, Retirement Planning |
2582 N Santiago Blvd suite a, Orange, CA 92867 |
|
71499xxxx3 |
jag*@f***********************.com |
5 |
4 |
|
|
|
|
|
|
64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NJ Investment |
1438 Ritchey St, Santa Ana, CA 92705 |
|
71450xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services, LLC |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx5 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Right Now Management |
1442 E Lincoln Ave, Orange, CA 92865 |
|
65754xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Accredited Investment Management |
2030 Main St Ste 1300, Irvine, CA 92614 |
|
94967xxxx5 |
abh***********@k***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
74 |
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carlson Accountancy Corporation |
3061 E La Palma Ave Anaheim, CA 92806 |
|
71483xxxx0 |
joh******@c*****************.com |
5 |
5 |
4.9 |
25 |
|
|
72 |
2 |
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CNY Accountants & Consultants |
770 The City Dr S, Orange, CA 92868 |
|
71462xxxx7 |
gl**@c***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cali Beauty Supply Investment |
16300 Sandalwood St, Fountain Valley, CA 92708 |
|
71489xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
My Credit Care |
333 City Blvd W # 1700, Orange, CA 92868 |
|
94960xxxx2 |
baf*****************************@s*****.wixpress |
4.6 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LP Services Group |
333 City Blvd W, Orange, CA 92868 |
|
88838xxxx3 |
lps****************@d*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reckinger, Robert A |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bolsa Personal Financial Investments |
4050 W Metropolitan Dr Suite 150, Orange, CA 92868 |
|
21390xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Orange County’s Credit Union |
17496 Yorba Linda Blvd Valley View Shopping Center Yorba Linda, CA 92886 |
|
88835xxxx8 |
bne****@o**************.org |
4.4 |
31 |
4.4 |
82 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jynormus LLC |
19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 |
|
94943xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advanced Financial Strategies Inc |
5 Hubble, Irvine, CA 92618 |
|
94945xxxx0 |
pie***@**w.afsplanning |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Management Solutions |
4000 Macarthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
|
|
|
|
|
|
58 |
4 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairview Medical |
1002 N Fairview St, Santa Ana, CA 92703 |
|
71448xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
14200 Culver Dr, Irvine, CA 92604 |
|
94955xxxx1 |
abc*******@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Melissa Levin Insurance Services |
17731 Irvine Blvd Ste 203 Tustin, CA 92780 |
|
71483xxxx5 |
mel****@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ellis Advisory Group |
14841 Yorba St Ste 101 Tustin, CA 92780 |
|
71454xxxx2 |
ell***************@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cochrane & Company |
500 S Kraemer Blvd Ste 360, Brea, CA 92821 |
|
71472xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ihl Inc |
1340 W Lambert Rd Unit 84, La Habra, CA 90631 |
|
56269xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jiyoung Chon - Prudential Financial |
600 City Pkwy W #210, Orange, CA 92868 |
|
71445xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jack Keeter & Associates |
1251 N Manassero St Ste 405A Anaheim, CA 92807 |
|
71477xxxx0 |
and***@j*********.com |
|
|
2.8 |
4 |
|
|
131 |
|
140 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SGC Investments |
3607 E Ridgeway Rd, Orange, CA 92867 |
|
71444xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Accurate & Confidential Tax Service |
2140 W Chapman Ave # 112, Orange, CA 92868 |
|
71436xxxx8 |
|
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C A Investments & Loan |
1161 Orlando St, Tustin, CA 92780 |
|
71474xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CFI Inc |
30 Corporate Park, Irvine, CA 92606 |
|
94929xxxx0 |
anh@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Angela Hyun |
4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887 |
|
71477xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B B Graham & Co |
1700 W Katella Ave, Orange, CA 92867 |
|
71462xxxx0 |
bca****@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America Inc |
18952 Macarthur Blvd, Irvine, CA 92612 |
|
94975xxxx0 |
aad********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
iAsset Property Management |
9801 Irvine Center Dr, Irvine, CA 92618 |
|
94939xxxx1 |
con********@i*********.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rockwater Financial Services |
2010 Main St Ste 130, Irvine, CA 92614 |
|
94925xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OC Wealth Coach |
17742 Irvine Blvd #200, Tustin, CA 92780 |
|
71483xxxx3 |
joh*@o************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jjj Trading |
7882 E Rainview Ct, Anaheim, CA 92808 |
|
71428xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Evoke Wealth Management |
3 Pointe Dr Ste 111, Brea, CA 92821 |
|
71433xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insite Investment Realty |
4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660 |
|
94967xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brea Wealth Management - UBS Financial Services Inc. |
135 S State College Blvd Ste 650, Brea, CA 92821 |
|
71425xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shirk, Jason |
2020 Main St, Irvine, CA 92614 |
|
94966xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lexington Law |
Santa Ana, CA 92705 |
|
83379xxxx0 |
a@l***********.com |
|
|
1.7 |
576 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Q A Investments |
14291 Euclid St, Garden Grove, CA 92843 |
|
71426xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Partners Federal Credit Union |
100 S Anaheim Blvd Anaheim, CA 92805 |
|
80094xxxx7 |
a.a**@p**********.org |
|
|
2.8 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
InsuranceKO |
207 S Lakeview Ave Placentia, CA 92870 |
|
71422xxxx0 |
ash***@i**********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lexan Investment Co |
10451 Bolsa Ave, Westminster, CA 92683 |
|
71441xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
City National Bank Commercial Banking Office |
333 City Blvd W Ste 710 Orange, CA 92868 |
|
71445xxxx2 |
aks*********@c**.com |
|
|
|
|
|
|
5381 |
138 |
5900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Niki Investment |
1811 W Commonwealth Ave, Fullerton, CA 92833 |
|
71444xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Monarca Investment |
2014 S Main St, Santa Ana, CA 92707 |
|
71454xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bridge Point Capital |
130 S Chaparral Ct Ste 200, Anaheim, CA 92808 |
|
94948xxxx5 |
inf*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balteanu, Andrea, AGT |
2600 Michelson Dr, Irvine, CA 92612 |
|
94925xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The McEwan Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B Riley & Company Inc |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94985xxxx1 |
ali****@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Oz Gram Investment Inc |
319 E Palm Dr, Placentia, CA 92870 |
|
71498xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
6378 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71468xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
87630 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Executive Capital |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94938xxxx4 |
inf*@b**********.com |
|
|
|
|
|
|
9455 |
7 |
9700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Josh Yocam |
2677 N Main St Fl 10 Morgan Stanley Wealth Management Santa Ana, CA 92705 |
|
71464xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RailWorks Corporation |
5405 Alton Pkwy, Irvine, CA 92604 |
|
95246xxxx7 |
aan***@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dhe Investment Inc |
2082 Business Center Dr, Irvine, CA 92612 |
|
88832xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bablot Investments |
12791 Newport Ave, Tustin, CA 92780 |
|
71473xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ESY Tax Group |
440 W First St Ste 206 Tustin, CA 92780 |
|
71490xxxx7 |
c18*****************************@s*****.wixpress |
|
|
5 |
82 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tustin Centre Wealth Advisors |
1551 N Tustin Ave #100, Santa Ana, CA 92705 |
|
88833xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisors Network |
1432 Edinger Ave Ste 200, Tustin, CA 92780 |
|
71459xxxx0 |
doe*****@f***********************.net |
|
|
|
|
|
|
178 |
6 |
213 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Klein Financial Advisors |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx0 |
geo***@g*******.com |
|
|
|
|
|
|
|
|
225 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Masterplan Marketing |
1748 W Katella Ave Suite 112, Orange, CA 92867 |
|
71436xxxx8 |
adm**@m******************.org |
4.5 |
35 |
|
|
|
|
91 |
|
107 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kanani Advisory Group |
16510 Bake Pkwy #100, Irvine, CA 92618 |
|
94950xxxx1 |
clo***@k******************.com |
4.7 |
27 |
|
|
|
|
239 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ober Financial Services |
2019 W Orangewood Ave, Orange, CA 92868 |
|
71477xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liolios Group Inc |
20371 Irvine Ave Ste 100, Newport Beach, CA 92660 |
|
94957xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Woo Group-Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94995xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KDP Investments |
1611 E 6th St, Santa Ana, CA 92701 |
|
71472xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gati Group, Inc |
2501 E Chapman Ave Ste 280 Fullerton, CA 92831 |
|
71487xxxx5 |
gat*******@g******.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ebert & Associates |
2000 E 4th St, Santa Ana, CA 92705 |
|
71495xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AMTA Associates, CPA |
400 N Tustin Ave Ste 285 Santa Ana, CA 92705 |
|
71428xxxx9 |
inf*@a******.com |
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JBG Wealth Management |
2300 E Katella Ave Anaheim, CA 92806 |
|
71491xxxx9 |
jac**********@j****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSC Securities Corp. |
2700 N Main St, Santa Ana, CA 92705 |
|
71424xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Evans, Chad L |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BCC Capital Partners |
4685 Macarthur Ct, Newport Beach, CA 92660 |
|
80053xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lion Capital Investment Group |
2222 Michelson Dr, Irvine, CA 92612 |
|
94974xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J Cal Investments |
2699 White Rd, Irvine, CA 92614 |
|
94970xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
17772 17th St Tustin, CA 92780 |
|
71466xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Craig E Shipcott, AAMS™ |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71463xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B B Graham & Co |
1700 W Katella Ave, Orange, CA 92867 |
|
71462xxxx0 |
bca****@b*******.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Christian A Nitu |
2223 E Wellington Ave Ste 310 Santa Ana, CA 92701 |
|
71454xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spach & Associates - Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
88880xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paulino Greg & Associates |
1570 E Edinger Ave Ste I1 Santa Ana, CA 92705 |
|
71495xxxx7 |
|
|
|
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Foss Consulting Group - Real Estate Appraisal & Estate Planning |
2140 W Chapman Ave #211, Orange, CA 92868 |
|
71487xxxx5 |
afo*****@f**********.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lavit Services |
6180 Riverside Dr, Chino, CA 91710 |
|
90959xxxx9 |
|
5 |
12 |
4.9 |
157 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investments By Mark |
2681 Pullman St, Santa Ana, CA 92705 |
|
71498xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Romero Wealth Management |
2520 N Santiago Blvd Orange, CA 92867 |
|
71454xxxx7 |
doe**@r*******.com |
|
|
4.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dcp |
701 S Raymond Ave, Fullerton, CA 92831 |
|
71422xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PATRICK T. HSU, CPA |
7927 Garden Grove Blvd., Garden Grove, CA 92841 |
|
71489xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MetLife |
1301 Dove St Ste 200, Newport Beach, CA 92660 |
|
94986xxxx1 |
a@m******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Services Inc |
2 Park Plz, Irvine, CA 92614 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WestPac Wealth Partners |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
94927xxxx0 |
aar***********@w************.com |
|
|
|
|
|
|
54314 |
37 |
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Dylan R Aschoff |
17528 Yorba Linda Blvd Yorba Linda, CA 92886 |
|
71457xxxx7 |
acc**********@e**********.com |
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rod & Staff Investments |
17406 Oak St, Fountain Valley, CA 92708 |
|
71484xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: James Hass |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BBVA Compass |
2050 Main St Ste 650, Irvine, CA 92614 |
|
94973xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Coleman, Neal |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ranakaran Investment |
9480 Talbert Ave, Fountain Valley, CA 92708 |
|
71437xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Corban Group |
1240 N Lakeview Ave #250 250, Anaheim, CA 92807 |
|
71463xxxx0 |
ale*@c*******.com |
4.5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bullock Group-Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K & E Invest & Consulting |
2400 E Lincoln Ave Apt 225, Anaheim, CA 92806 |
|
71475xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hewitt Investment Advisory |
6 Venture, Irvine, CA 92618 |
|
94972xxxx4 |
*nn*@o**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lewis Street Investors |
1422 S Allec St, Anaheim, CA 92805 |
|
71499xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eclipse California |
2390 E Orangewood Ave Suite 110, Anaheim, CA 92806 |
|
71429xxxx1 |
car****@e****************.com |
4.8 |
196 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
O'Bryan Investment Co Iowa Cal |
515 Cabrillo Park Dr, Santa Ana, CA 92701 |
|
71455xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooper McManus Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
61255xxxx5 |
aco****@c************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A K Financial |
6 Venture, Irvine, CA 92618 |
|
94978xxxx0 |
ak@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|