Business List: Wealth Management in Fountain Valley, CA, USA

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De La Pena, Kristopher, CFP 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 78
Allegiant Financial Services 2222 Michelson Dr Ste 222 Irvine, CA 92612 80541xxxx6
Edward Jones - Financial Advisor: Teddy Squilanti 950 S Coast Dr Ste 240 Costa Mesa, CA 92626
71454xxxx1 a.j*********@e**********.com 5
RRD Investments 126 Abalone Ave, Newport Beach, CA 92662 41584xxxx1
Gilbreth, Stephen 2 Park Plz, Irvine, CA 92614
94997xxxx4 ame******************@a***.com 132834
TMC Group Income Tax 13861 Brookhurst St Ste 3 Garden Grove, CA 92843
71448xxxx4 5 7
World Financial Group Inc 1835 W Orangewood Ave, Orange, CA 92868
71494xxxx8 dns******@a*******.com
DJM Financial Wealth Management & Insurance Services 18575 Jamboree Rd #400, Irvine, CA 92612
94962xxxx0 car**************@n*.com 112 119
William Nichols & Associates Inc. 17901 Von Karman Ave Ste 600, Irvine, CA 92614 94933xxxx0 5 1
Schneider Investment Group 17284 Newhope St, Fountain Valley, CA 92708 71436xxxx8
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
Five Crowns Capital 2721 W Coast Hwy, Newport Beach, CA 92663
94934xxxx8 ali***@f****************.com 137
Ascendiant Securities 4 Park Plz, Irvine, CA 92614
94925xxxx2 aow**@a*********.com
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
Momen Tax Services 17155 Newhope St ste j, Fountain Valley, CA 92708
71471xxxx0 c18*****************************@s*****.wixpress 4.9 59 5 86 1253 1200
Signature Resources Capital Mangement 16755 Von Karman Ave, Irvine, CA 92606 94926xxxx6 ale**@s***********.com
Edward Jones - Financial Advisor: Pete Peterson 949 S Coast Dr Ste 180 Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 73 74
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
IAA Independent Agency Alliance 3611 S Harbor Blvd Santa Ana, CA 92704 71426xxxx8
Walter Crutended 4600 Campus Dr, Newport Beach, CA 92660 94939xxxx0
Emerald Creek Group 5000 Birch St, Newport Beach, CA 92660
94937xxxx0 ash**********@e***********.com
California Title Loans 2102 Business Center Dr Ste 130, Irvine, CA 92612
85533xxxx1 sup****@c*******************.org 5 7
Bovee, Travis 180 E Main St, Tustin, CA 92780
71470xxxx0 acc**********@e**********.com 86737 98000
Oakstone Wealth Management 1500 Quail St Ste 470 Newport Beach, CA 92660
94938xxxx1 des*************@l**.com
Finney Brokerage Inc 2920 Newport Blvd, Newport Beach, CA 92663 94967xxxx0
Advance Financial 9081 Bolsa Ave, Westminster, CA 92683
71469xxxx4 and*************@a******************.com
Independent Financial Group 881 Dover Dr, Newport Beach, CA 92663 94964xxxx5
Pcre Investment Group 9430 Warner Ave, Fountain Valley, CA 92708 71448xxxx9
B R Investors 17392 Daimler St, Irvine, CA 92614 31078xxxx0
Parsons Robert J Investments 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94964xxxx2
California Financial & Real Estate Center 16531 Bolsa Chica St, Huntington Beach, CA 92649 71484xxxx2
Bellwether Financial Group Inc 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ala***@b***********************.com
Sunpath Financial 100 Bayview Circle Ste 100 Newport Beach, CA 92660
94967xxxx8 525*************************************@w*****************.com 5 12
Perlmutter Investment Co 512 Harbor Island Dr, Newport Beach, CA 92660 94942xxxx5
Ameriprise Financial 500 N State College Blvd Ste 1100, Orange, CA 92868
71468xxxx4 dns*****@a***.com
Bob Hintz-Thrivent 5200 Warner Ave, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Money Matters With Ken Moraif 4695 Macarthur Ct, Newport Beach, CA 92660
94939xxxx0 aar**@m***********.net
Heenan Financial 4657 Hazelnut Ave, Seal Beach, CA 90740
56259xxxx8 aar********@l**.com
THK Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Pimco Funds 1400 Newport Center Dr, Newport Beach, CA 92660
80092xxxx8 aam***********@p****.com
Merrill Lynch Wealth Management 650 Town Center Dr Ste 500, Costa Mesa, CA 92626
71442xxxx0 ale*********@m*.com
Wealth Management Network 610 Newport Center Dr Ste 280, Newport Beach, CA 92660
94972xxxx0 inf*@r*********.com
Edward Jones - Financial Advisor: John Thomas Patton 940 S Coast Dr Ste 250, Costa Mesa, CA 92626 71448xxxx9
Hotchkis & Wiley Capital Management 1111 Bayside Dr, Corona Del Mar, CA 92625
94964xxxx0 ann*************@h***.com
Luminate Wealth Management and Insurance Services 18575 Jamboree Rd #400, Irvine, CA 92612
94962xxxx7 ang**************@n*.com 5 3
Global Trends Investments 2010 Main St, Irvine, CA 92614
94979xxxx0 anh@c*********************.com
Harper & Harper Tax and Accounting 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71427xxxx7 han*@h********.biz 5 14
Lifestyle Financial Services 200 Sandpointe Ave Ste 160 Santa Ana, CA 92707
80083xxxx0 adm**@l*************************.com 5 2
Cochran Investment Company 2512 Chambers Rd, Tustin, CA 92780
71473xxxx0 kel********@c****************.com
Townsend Investments Inc 787 Windward Way, Costa Mesa, CA 92627 71472xxxx3
Omega One Company 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx8 cal*@o*******.net 1715 1700
Scottrade 18502 Beach Blvd Ste 120, Huntington Beach, CA 92648
71484xxxx1 dns*****@s*****.com
Stephen P Kearns - Regional Director, Ameriprise Financial Services 611 Anton Blvd Ste 200, Costa Mesa, CA 92626
71443xxxx5 dns*****@a***.com
Daniel Cucuiat - Signature Resources 2601 Main St Ste 700, Irvine, CA 92614
94979xxxx4 inf*@s****.com 84 96
Gilford Securities INC 2020 Main St Ste 650, Irvine, CA 92614 94972xxxx0
Wealth Management Solutions, Llc 4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 58 4 62
TSG Wealth Management - Long Beach 6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803
56241xxxx0 all************@t****.com 5 1 229
Sail Venture Partners 3161 Michelson Dr Ste 750, Irvine, CA 92612
94939xxxx0 aha****@s**********.com
Bjr Capital Holdings 2301 Dupont Dr, Irvine, CA 92612 94930xxxx7
Xel Advisors 337 N Vineyard Ave Ste 230 Ontario, CA 91764
71482xxxx1 car****@x**********.com 4.9 53
Pathway Capital Management 18575 Jamboree Rd, Irvine, CA 92612
94962xxxx0 ada***********@p*************.com
Ameriprise Financial 1 Park Plz Ste 360, Irvine, CA 92614
94938xxxx6 dns*****@a***.com 184 23 190
Joe, Dick S 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Fabian Wealth Strategies 3070 Bristol St, Costa Mesa, CA 92626
71466xxxx3 mar******@m*************.com 2748 28
Cygni Capital Partners 245 Fischer Ave, Costa Mesa, CA 92626 71454xxxx3
Farmers Insurance - Justin Bithell 16785 Beach Blvd Ste A Huntington Beach, CA 92647
94950xxxx7 aca****@f***********.com 5 75 5 4 19
10 Acre Investments 4490 Von Karman Ave, Newport Beach, CA 92660 94937xxxx0
Daniel Pichardo CFP, CRPC - Bridge Financial Management 4343 Von Karman Ave Ste 250L Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com 5 17 5 21 209 208
MWJ Wealth Stategies LLC 7777 Center Ave, Huntington Beach, CA 92647
71489xxxx0 mic**********@l**.com 4.47
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
Galloway, Bruce 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Hoang Tran Investment Corp 1116 W Locust Ave, Anaheim, CA 92802 71423xxxx8
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
Best Investment Realty 17699 San Simeon St, Fountain Valley, CA 92708 71465xxxx4
Skelly, Tim 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx4 acc**********@m************.com
American Finance Lenders 2301 Campus Dr Ste 100 A Irvine, CA 92612
87787xxxx8 5 1
Lifebase Advisors Inc 2700 Newport Blvd, Newport Beach, CA 92663 94967xxxx3
Levin, Ed 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx5 abc*******@u**.com
Edward Jones - Financial Advisor: Randy Hawkins 311 Main St Ste 15, Seal Beach, CA 90740 56259xxxx0
Public Economics Inc 134 S Glassell St, Orange, CA 92866
71464xxxx2 bsn****@p*******.com
Rgt Capital Management LTD 1 Park Plz Ste 950, Irvine, CA 92614
94995xxxx5 abl********@r*****.com
Tsai, Meng 1901 Main St, Irvine, CA 92614
94995xxxx5 acc**********@m************.com
Primior Asset Management 750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765
86646xxxx6 adv*****@p******.com 4 21 4.9 31 983 1000
Maureen Flanagan 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx0 add********@f************.com 90275 115000
Pathway Capital Management 18101 Von Karman Ave Ste 330, Irvine, CA 92612 94962xxxx0
Securities America 18300 Von Karman Ave Ste 400, Irvine, CA 92612
94947xxxx1 aad********@s****************.com
Stephanie Shields - Thrivent 959 S Coast Dr, Costa Mesa, CA 92626
94926xxxx2 adm**@d***********.com
First Republic Bank 2800 E Coast Hwy, Corona Del Mar, CA 92625
94972xxxx8 aa@f************.com 3 4
MetLife 2601 Main St, Irvine, CA 92614
94985xxxx3 a@m******.com 695720 4076
Clover Investment Group Inc 4533 Macarthur Blvd, Newport Beach, CA 92660 94946xxxx9
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
Envision Investment Advisors Inc 260 Newport Center Dr, Newport Beach, CA 92660 85586xxxx6
Chase Bank 19461 Main St Ste 102 Huntington Beach, CA 92648
71453xxxx2 acc**********@c****.com 3.7 31
V N Investment 13231 Brookhurst St, Garden Grove, CA 92843 71463xxxx5
Duckworth & Mehner 3189 Pullman St, Costa Mesa, CA 92626 71443xxxx0
Veritrust Financial 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx0
Mazzotta, David P 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
Vieth Co 450 Newport Center Dr, Newport Beach, CA 92660 94947xxxx8
Ponte Vedra Property Investment 12833 Harbor Blvd, Garden Grove, CA 92840 71432xxxx7
Global Investment Fund 4521 Campus Dr, Irvine, CA 92612 71439xxxx0
JJ Global Investment 9192 Garden Grove Blvd Ste B Garden Grove, CA 92844
71420xxxx8 5 3 5 6
Team Effort Financial 9550 Warner Ave # 209, Fountain Valley, CA 92708 86667xxxx1 5 27
Kost, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 rbc*********@r**.com 80 8 83
MD Investment Solutions 17772 17th St, Tustin, CA 92780
71473xxxx7 afe****@e*******.com
Second Chance Financial 123 E Arrow Hwy, San Dimas, CA 91773
80022xxxx3 *nn*@s***********************.com 4.3 47 4.8 175
Sessions, Shawn 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Schwartz Newport Beach Wealth Management of Impact Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4
Edward A Torres 500 N State College Blvd, Orange, CA 92868
71468xxxx4 dns*****@a***.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
Jacqueline S Zweig 4299 MacArthur Blvd Ste 211 Newport Beach, CA 92660
94955xxxx0 inf*@d*************.org 10 4.8 36
Spectrum Asset Mangemet, Inc. 1301 Dove St Ste 970, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 166767 126 187000 1 1
Rod & Staff Investments 17406 Oak St, Fountain Valley, CA 92708 71484xxxx5
Newport Legacy Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94946xxxx9 acc***************@u**.com
Compass Diversified Holdings 275 Mccormick Ave, Costa Mesa, CA 92626
94933xxxx3 cod****************************@c************.com
Pam Burket - State Farm Insurance Agent 16691 Gothard St Ste E Huntington Beach, CA 92647
71437xxxx2 5 31
Warland Investment Co 6100 Gateway Dr, Cypress, CA 90630 71425xxxx5
Vasiljevic, Luka 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
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
TRT Investment Group Inc 8112 Talbert Ave, Huntington Beach, CA 92646 71484xxxx9
Stoneridge Capital Partners 4350 Von Karman Ave, Newport Beach, CA 92660
94947xxxx0 ken********@s***********.com
Quantum Leap Investments 3 Park Plz, Irvine, CA 92614 94983xxxx2
Clara Gill Financial Planner 18586 Main St, Huntington Beach, CA 92648
76073xxxx5
Pacific Securities 2030 Main St Ste 1030, Irvine, CA 92614 94926xxxx9
Dk Property Investment 3881 Hamilton St, Irvine, CA 92614 71478xxxx1
Cardinal Point Wealth Management, LLC 19200 Von Karman Ave, Irvine, CA 92612
94991xxxx4 bra*****@c******************.com 446
Compak Asset Management 1801 Dove St, Newport Beach, CA 92660
94967xxxx0 bra*@c*****.com 3.7 3 35 2
Crown Wealth Management 17011 Beach Blvd Ste 710 Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Lortie Warren Associates Inc 1001 Dove St Ste 220, Newport Beach, CA 92660
94967xxxx7 ash***@j************.com
Pacific Mortgage Group, Inc 110 Newport Center Dr Ste 200, Newport Beach, CA 92660
94971xxxx5
Cherie A Jones - Financial Advisor, Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com
Raymond James Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
71496xxxx0 aar************@r***********.com 5 6 17482 18000
Coast Capital 3400 Irvine Ave Ste 205, Newport Beach, CA 92660 94922xxxx2
Four D Investments of Cal 8201 Westminster Blvd, Westminster, CA 92683 71493xxxx2
Costanzo Investments 17 Corporate Plaza Dr, Newport Beach, CA 92660
94956xxxx0 cco******@c**********.com
Gomberg McQuilkin Wealth Management Group 701 S Parker St, Orange, CA 92868
71449xxxx6 jod**@g**********************.com
Comprehensive Financial Services 18101 Von Karman Ave, Irvine, CA 92612 94955xxxx1
Darbrook Partners 1200 Newport Center Dr, Newport Beach, CA 92660 94971xxxx3
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Sterne A-Gee 2901 W Coast Hwy, Newport Beach, CA 92663
94927xxxx5 car****@p****************.com
Crossroads Planning 765 City Dr S Ste 390 Orange, CA 92868
71479xxxx2 joh*******@c******************.com 4.9 123 270 68
Scottrade 1280 Bison Ave Ste B2, Newport Beach, CA 92660
94964xxxx9 dns*****@s*****.com
Royal Alliance Associates Inc 485 E 17th St Ste 350, Costa Mesa, CA 92627 94954xxxx2 aba*****@r************.com 2988 27 3500
D&G Financial Planning 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
94967xxxx2 con****@d******************.com
Fobear & Shortall Investments 2110 Peachwood Ln, Santa Ana, CA 92705 71455xxxx0
Financial Strategies-Wealth Management Group 6 Hutton Centre Dr, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com
Optima Asset Management Services Inc 1600 Dove St Ste 480, Newport Beach, CA 92660
94985xxxx0 *nn*@o**********.com
Leo Group 610 Newport Center Dr, Newport Beach, CA 92660 94976xxxx4
F & S Investments 2025 W Balboa Blvd, Newport Beach, CA 92663
70776xxxx0 aab@f************.com
Willory Investments Inc 4961 Los Patos Ave, Huntington Beach, CA 92649 71484xxxx0
Nichols Capital Management Nichols Capital Management 10131 Birchwood Dr, Huntington Beach, CA 92646 71496xxxx4
Scottdale Capital Advisors 103 Palm St, Newport Beach, CA 92661
94956xxxx0 cs@s****************.com
Jackson Tidus 2030 Main St Ste 1200, Irvine, CA 92614
94975xxxx5 abe*******@j***********.law
Goldberg, Ben 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx6 rbc*********@r**.com 12830
Haberl Wealth Management 7777 Center Ave Ste 120, Huntington Beach, CA 92647
71462xxxx9 chr**@h***********.com 264 256
Capital Management Realty, Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 4.9 76 4.7 8 270 258 276
Edward Jones - Financial Advisor: Phil Gironda 2134 Main St Ste 195 Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 87586 100000
Centaurus Financial Inc 1820 W Orangewood Ave Ste 106, Orange, CA 92868 71494xxxx0 aar*******@c*****************.com 330 15
Independent Capital Management 695 Town Center Dr Ste 530, Costa Mesa, CA 92626
94945xxxx0 che***@j******.com
Partners Capital Group 201 Sandpointe Ave Ste 500, Santa Ana, CA 92707
94991xxxx0 ala****@p*****************.com 349 113 352
Ali’i Financial Consulting Huntington Beach, CA 92647
94929xxxx3 hos**************************@w*************.com
Wells Fargo Advisors 2700 N Main St, Santa Ana, CA 92705 71497xxxx6
Zion Investments Funds 17620 Fitch, Irvine, CA 92614 94939xxxx7
Britt Private Capital 24 Corporate Plaza Dr, Newport Beach, CA 92660
94986xxxx9 inf*@b******************.com
Balsis, John 16168 Beach Blvd, Huntington Beach, CA 92647
94988xxxx0 a****00@a*******.com
Large Investment Group 15991 Red Hill Ave, Tustin, CA 92780 71425xxxx4
Edward Jones - Financial Advisor: Bruce C Branstine 2811 E Katella Ave Ste 200, Orange, CA 92867 71444xxxx8
Optium Capital 620 Newport Center Dr, Newport Beach, CA 92660
94922xxxx5 ape**@o************.com
NA Wealth & Legacy 4101 Birch St Ste 130 Newport Beach, CA 92660
95126xxxx6 nay***@n**************.com 5 6
D Johnson Investments Inc 12340 Seal Beach Blvd, Seal Beach, CA 90740 31035xxxx8
Securities America Inc 18231 Irvine Blvd Ste 203, Tustin, CA 92780
71473xxxx0 aad********@s****************.com
Trust E Tech 304 Columbia St, Newport Beach, CA 92663 71444xxxx5
Ameriprise Financial Advisors - Torres & Associates 2600 Michelson Dr Ste 1460 Irvine, CA 92612 94925xxxx0 4 2
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
Spectrum Asset Management Inc 1301 Dove St #720, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 5 1
Wells Fargo Advisors 12310 Seal Beach Blvd, Seal Beach, CA 90740
56259xxxx5 a-w***************@w*****************.com
Bentley Co 13658 Red Hill Ave, Tustin, CA 92780
71431xxxx6 aar*********@b************.com
Del Sol Investments 2230 W Chapman Ave # 109, Orange, CA 92868 71446xxxx5
Partners Investments 13 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660 94975xxxx1
Dolphin Securities 1001 Dove St, Newport Beach, CA 92660
94995xxxx0 ama*****@d**************.com
Dorian Investments 250 Newport Center Dr, Newport Beach, CA 92660 94975xxxx7
Vincent A Mazzotta - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Five 1639 Monrovia Ave, Costa Mesa, CA 92627 94987xxxx6
Newport Asset Management 21222 Fern Cir, Huntington Beach, CA 92646
71433xxxx7 bry***@n*********************.com
Purus Wealth Management 4675 Macarthur Ct, Newport Beach, CA 92660
94935xxxx0 inf*@p******.com 122 16 125
Morgan Stanley Wealth Management 17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 71496xxxx3
RTI Co 13632 Taft St, Garden Grove, CA 92843
71461xxxx4 aco**********@r**.org 4.5 153 22385 26000
T-Pac Investments Inc 2650 Harla Ave, Costa Mesa, CA 92626
71443xxxx2
Newbrander Family Trust 13271 Ethelbee Way, Santa Ana, CA 92705 71454xxxx9
Budc Capitol Holdings 5000 Birch St Ste 3000, Newport Beach, CA 92660 94947xxxx9
Aria Khalili Pariax 500 Newport Center Dr, Newport Beach, CA 92660 31027xxxx6
Nj Investment 14321 Franklin Ave, Tustin, CA 92780 71450xxxx2
Alloy Ventures Inc 2390 E Orangewood Ave, Anaheim, CA 92806
65068xxxx0 cra**@a************.com
D.A. Davidson 660 Newport Center Dr, Newport Beach, CA 92660
94964xxxx0 a.a@d*********.com 894 1200
Milestone Advisor 450 Newport Center Dr, Newport Beach, CA 92660 94933xxxx5
John James - Raymond James 17220 Newhope St Ste 216, Fountain Valley, CA 92708
71470xxxx5 ral**********@r***********.com
Wells Fargo Advisors 6090 Ball Rd, Buena Park, CA 90620 71422xxxx0
Donglen Corporation 245 Fischer Ave Ste A1, Costa Mesa, CA 92626 71495xxxx5
Vincent Lovoy 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Lpl Financial 500 N State College Blvd, Orange, CA 92868
71493xxxx0 aar********@l**.com 20003 207
Ivory Coast Investments 3020 Old Ranch Pkwy, Seal Beach, CA 90740 56279xxxx8
Jerris Wealth Management Group, Inc. 5 Corporate Park Ste 270, Irvine, CA 92606
94986xxxx7
Forrest Binkley & Brown 19900 Macarthur Blvd Ste 69, Irvine, CA 92612 94956xxxx1
Edward Jones - Financial Advisor: Josephine Palacios 180 E Main St Ste 104, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 87384 100000
Emerald Wealth Management, Inc. 5000 Birch Street, Suite 3000, Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Serazen 949 S Coast Dr, Costa Mesa, CA 92626
71445xxxx0 inf*@s******.com
Mamey Investmen Corporation 4 Corporate Plaza Dr, Newport Beach, CA 92660
94970xxxx6 inf*@m****.net
The Life and Legacy Group-Morgan Stanley 1901 Main St, Irvine, CA 92614 94980xxxx5
Edward Jones - Financial Advisor: Bryan L Green 17592 17th St Ste 110, Tustin, CA 92780
71454xxxx2 a.j*********@e**********.com 240
The Financial Architects - Orange County 500 N State College Blvd Ste 1100 Orange, CA 92868
71491xxxx8 cba******@t*******************.com 5 13 2255 4991 2300
Acacia Insurance 4667 MacArthur Blvd Ste 260 Newport Beach, CA 92660
94967xxxx0 3 2
Wagoner, Robert, AGT 17332 Irvine Blvd, Tustin, CA 92780
71466xxxx0 dns*****@a***.com
Crystal Cove Advisors Inc 1101 Dove St, Newport Beach, CA 92660
94938xxxx0
Benefit Financial Services Group (BFSG, LLC) 2040 Main St Ste 720, Irvine, CA 92614
88872xxxx8 adm**@b***.com 33
5
Thomas Seaman Co 1 Park Plz, Irvine, CA 92614
94922xxxx1 ali***@t***********.com
Northwestern Mutual 610 Newport Center Dr, Newport Beach, CA 92660
94975xxxx5 aar**********@n***.com 106942 16137 107000
U.S. Bank – Wealth Management Banker: Michael Robertson 22831 Lake Forest Dr, Lake Forest, CA 92630
94947xxxx5 ale************@u*****.com 345670 5064 348000
Opes Investments, Inc 1442 Irvine Blvd, Tustin, CA 92780 94964xxxx3
Investment 17682 Beach Blvd, Huntington Beach, CA 92647 71459xxxx2
KJSJ Investments 18071 Mount Washington St, Fountain Valley, CA 92708
71475xxxx7 ale****@q********.com
The Pierce Group 18022 Cowan Ste 215 Irvine, CA 92614
94965xxxx0 joh*@p**********.us
CJK Dells 4100 Macarthur Blvd, Newport Beach, CA 92660
94922xxxx0 dkr**@c*************.com
Envision Financial 18101 Von Karman Ave Ste 1420, Irvine, CA 92612
71424xxxx0 aam*********@e***.com
Edward Jones 307 Marine Ave Ste 8, Newport Beach, CA 92662 94972xxxx7
Turan Petroleum 940 S Coast Dr Ste 100, Costa Mesa, CA 92626
94962xxxx2 ask**@t*************.com
TSG Wealth Management 18800 Von Karman Ste B Irvine, CA 92612
94950xxxx0 a.s********@t****.com
Boyer Financial Services 4063 Birch St Ste 200 Newport Beach, CA 92660
94933xxxx0 inf*@b******.com 176
Level Four Wealth Management 1920 Main St Ste 1090 Irvine, CA 92614
94977xxxx1
Becker Wealth Management 19800 Macarthur Blvd Ste 300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com
Investech Brokerage 10512 Bolsa Ave Ste 202, Westminster, CA 92683 71426xxxx3
Doluu Investment Corp 8283 Bolsa Ave, Midway City, CA 92655 71437xxxx6
Ameriprise Financial 5242 Katella Ave Ste 102, Los Alamitos, CA 90720
56279xxxx3 ame******************@a***.com 132834
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
Chemitiganti Investments 6621 Polo Cir, Huntington Beach, CA 92648 71484xxxx8
Certus Wealth Advisors 2040 Main St #175, Irvine, CA 92614
94986xxxx3 cl**@c*******************.com
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
Summit Team Inc 17165 Newhope St # H, Fountain Valley, CA 92708
71424xxxx0 chi@s*********.com 1.6 7
Beacon RE Investments 9349 Jasmine Ave, Fountain Valley, CA 92708 71483xxxx6
Todd Halbrook 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx2 acc************@f************.com
Robert P. Bob Allen - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94946xxxx4 abc*******@u**.com
Nucapital Fund-301 14340 Bolsa Chica Rd, Westminster, CA 92683
71489xxxx2 cus*********@h********.com
Merrill Lynch Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 ban********************@m*.com 4 4
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
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
Edward Jones - Financial Advisor: Phil Gironda, AAMS™ 2134 Main St Suite 195, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 5 7 86755 98000
D Rey Investments 901 S Bristol St, Santa Ana, CA 92703 71435xxxx7
SKW Investments Inc 17621 Irvine Blvd, Tustin, CA 92780 71454xxxx3
Newport Place Investment Company 1401 Quail St, Newport Beach, CA 92660
94985xxxx5 cjl***********@g****.com 30
Genae Affrunti - Financial Advisor, Ameriprise Financial Services 611 Anton Blvd Ste 200, Costa Mesa, CA 92626
71442xxxx8 bri*********@c************************.com
Edward Jones - Financial Advisor: Daniel W Verdugo 1838 N Tustin St, Orange, CA 92865
71428xxxx5 a.j*********@e**********.com 87359 99000
Trustmark Bank 3070 Bristol St Ste 340, Costa Mesa, CA 92626 71470xxxx0
Alfa Investments & loans 190 W 3rd St Santa Ana, CA 92701
88879xxxx0 alf***********@g****.com
Allen, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 the**********@r**.com 12815
Schmitt, Michael 4695 Macarthur Ct, Newport Beach, CA 92660
63025xxxx3 bri***********@a***.com
Fransmart Inc 3300 Irvine Ave Ste 255, Newport Beach, CA 92660
94922xxxx0 abi****@f********.com
Terrada Investment Corp 2151 Michelson Dr, Irvine, CA 92612 94975xxxx0
M&M Wealth Associates
71449xxxx5 inf*@m*****************.com
Rel Investment Co 79 Bradbury, Newport Beach, CA 92660 94939xxxx0
Pinnacle Group Financial Services 3211 W Warner Ave Santa Ana, CA 92704
71426xxxx1 ago*******@c*******.com
Managed Asset Protection Inc 20301 SW Acacia St Ste 250, Newport Beach, CA 92660 94926xxxx0 dgi*******@m***********.com
Cash For Gold And Jewelry Repair 16540 Harbor Blvd F, Fountain Valley, CA 92708 71460xxxx8 5 31
Fitzgerald, Dennis 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx8 den**************@r**.com 12830
Edward Jones - Financial Advisor: Tim Yost, CEPA® 4100 Newport Place Dr Ste 190, Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87384 100000
Golden State Wealth Management 201 Sandpointe Ave #460, Santa Ana, CA 92707
86627xxxx3 ash**********@t**************.com 4 4
Strnad, George J 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
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
Todd Halbrook - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1
Haskins Investments 1 Park Plz, Irvine, CA 92614 94983xxxx5
Keller Coad & Collins Investment Counsel Inc 18300 Von Karman Ave Ste 600, Irvine, CA 92612 94947xxxx0
Binh Nguy Retirement Planner 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 65734xxxx3 5 1
Seamount Financial Group 738 E Chapman Ave, Orange, CA 92866
71451xxxx0 aar**@s****************.com
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
Estate 1 13252 Garden Grove Blvd Ste 204, Garden Grove, CA 92843 65721xxxx0
Edward Jones - Financial Advisor: Michael A Martinez 20422 Beach Blvd, Ste 110 Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
U.S. Bancorp Investments - Financial Advisors: Steve Best 19900 Beach Blvd, Huntington Beach, CA 92648
71496xxxx7 aar************@u*****.com 345669 5063 348000
Fernandez Financial Advisory 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
El Triunfo Corporation 1415 E 17th St Ste 260 Santa Ana, CA 92705
71495xxxx7 cen***@e********.com 4.9 123 4.6 36
Fabian Wealth Strategies 3070 Bristol St Ste 610 Costa Mesa, CA 92626
71424xxxx0 mar******@m*************.com 1 1 2805 28 2800
Belpointe Asset Management 1451 Quail St, Newport Beach, CA 92660
20362xxxx0 ale*********@b********.com
LPL Financial 17742 Irvine Blvd, Tustin, CA 92780
71483xxxx3 aar********@l**.com 20003 207
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
Wealth Management Group 3 Park Plz, Irvine, CA 92614
94975xxxx7 adm**@b****************.com 558 6 652
Seeman Holtz Comprehensive Advisory 20280 SW Acacia St Ste 320 Newport Beach, CA 92660
94972xxxx7 5 2
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
CFG Investments, Inc. 17220 Newhope St #224, Fountain Valley, CA 92708
71455xxxx0 acc*******@c*************.com 2.5 26
National Planning Corp 3020 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx3 pw-********************************@p**************.org
American Express Financial Advisors 2 Park Plz, Irvine, CA 92614
94966xxxx8 din*********@a***.com 472 9 472
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
Tabr Capital Management 500 N State College Blvd, Orange, CA 92868
71470xxxx0 bka*******@t***.net
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Gg Investment Firm 1912 N Broadway, Santa Ana, CA 92706 71471xxxx5
Winn Financial Management 6415 Westminster Blvd., Westminster, CA 92683
71488xxxx6 and********@w************.us 4.8 23 4883 50 5100
Transworld Business Advisors of Irvine 2361 Campus Drive, Suite 230, Irvine, CA 92612
94938xxxx9 aal*@t*****.com
Walter A Jones Accountacy Inc 15869 Gothard St, Huntington Beach, CA 92647 71489xxxx5
LoanSnap, Inc. 3070 Bristol St, Ste 200 Costa Mesa, CA 92626
80086xxxx0 ale******@g*********.com 4.4 298 4 264 1152
Financial Advisors U.S. Bancorp Investments 17150 Magnolia St, Fountain Valley, CA 92708
71484xxxx9 aar************@u*****.com 345471 5393 348000
Bright Trading Inc. 4010 Barranca Pkwy, Irvine, CA 92604 94965xxxx6
GW Financial, Inc. 151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
85564xxxx9 con****@p*********.com
Tara Kimmins-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94921xxxx6 aab****@b************.com
Fisher Capital 2600 E Coast Hwy, Corona Del Mar, CA 92625 94971xxxx4
LPL Financial 1432 Edinger Ave, Tustin, CA 92780
71450xxxx7 ann@a********.com
Ward Mike 931 W 19th St Apt 22, Costa Mesa, CA 92627 94965xxxx6
HBKR Investments 1311 Washington Pl, Santa Ana, CA 92701 71438xxxx4
Home Stored Gold IRA 2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 71440xxxx6
Pierson Wealth Management 245 Fischer Ave Ste A2 Costa Mesa, CA 92626 71421xxxx0
D M Investments 8531 Westminster Ave, Garden Grove, CA 92844 56294xxxx5
Starcare 130 Newport Center Dr Ste 136, Newport Beach, CA 92660
94970xxxx0 bra****@s*******.net
Michael Schanna 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx3 acc************@f************.com
Rodriquez Wealth Management 4340 Von Karman Ave, Newport Beach, CA 92660
94968xxxx0 cat**@r**********.com
Global Market 9481 Coronet Ave, Westminster, CA 92683 71480xxxx7
EP Wealth Advisors 18301 Von Karman Ave #1050, Irvine, CA 92612
94926xxxx0 ab@e*******.com 5 1 1162 28 1200
World Premier Investments 18300 Von Karman Ave, Irvine, CA 92612
71466xxxx0 jcu****@w************.com
Mark Looft 500 Newport Center Dr, Newport Beach, CA 92660
94960xxxx7 abc*******@5*.com 221270 3581 223000
Ameriprise Financial 17332 Irvine Blvd Ste 125, Tustin, CA 92780 71466xxxx0
Atlantic Pacific Financial 4665 Macarthur Ct, Newport Beach, CA 92660 94975xxxx3
Prescott Tax & Wealth Management 30950 Rancho Viejo Rd #100, San Juan Capistrano, CA 92675
94924xxxx5 ari****@p**********.com 4.6 19
Building Block Investments 1826 W Crestwood Ln, Anaheim, CA 92804 71476xxxx1
Spencer Wilson Financial Management Services 18652 Florida St #365, Huntington Beach, CA 92648
56243xxxx3 leg**@c************.com 4.3 6 39 5 43
Smart CFO 17150 Euclid St Ste 101 Fountain Valley, CA 92708
64654xxxx0 baf*****************************@s*****.wixpress 5 1
Clc Investments 16421 Normandy Ln, Huntington Beach, CA 92647 71484xxxx4
Abs Investment Group 1176 Main St, Irvine, CA 92614
94947xxxx0 a.k***@k*****.com
Racari Invest 514 W Columbine Ave, Santa Ana, CA 92707
66131xxxx7
Bland, Garrett Q 800 Newport Center Dr, Newport Beach, CA 92660
31078xxxx0 acc**********@m************.com
Michael Alarcon - Financial Professional
31065xxxx1 5 1
Leaf Financial Corp 17852 17th St, Tustin, CA 92780
71433xxxx0 dns******@c********.com
Alex A Accetta CPA & Associates 8840 Warner Ave Ste 204 Fountain Valley, CA 92708
71484xxxx8 aac*****@a**********.com 14 5 1 182 46
Cooper 520 Newport Center Dr, Newport Beach, CA 92660
94964xxxx5 ada********@c***************.org
Principal Financial Group 575 Anton Blvd Ste 900, Costa Mesa, CA 92626
65726xxxx0 aar*********@p********.com
Optimum First Mortgage 7755 Center Avenue 9 fl Huntington Beach, CA 92646
71441xxxx3 inf*@o***********.com 4.8 563 4.8 21 122 11 127
Q A Investments 9482 Sean Way, Westminster, CA 92683 71455xxxx4
CF Financial Services 12860 Beach Blvd, Stanton, CA 90680 87732xxxx2
AMC Investments 5120 Birch St, Newport Beach, CA 92660
81836xxxx0 aco*@a*************.com
Merrill Lynch Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94995xxxx0 ale*********@m*.com
Assi Inc 3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 94971xxxx0
Johnson, Laynie 23 Corporate Plaza Dr, Newport Beach, CA 92660
94943xxxx9 dns*****@a***.com 316 352
Karen Yi - Registered Practice Associate, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx1 ang*********@a***.com 298
F F Capicatl Group 18800 Von Karman Ave, Irvine, CA 92612 94975xxxx3
Americoast Realty & Lending 10161 Bolsa Ave Ste 205-B Westminster, CA 92683
71433xxxx3 5 16 4.3 12
I M P Financial Services 16505 Brookhurst St, Fountain Valley, CA 92708 71496xxxx3
Sun Life Financial 3611 Harbor Blvd # 150, Santa Ana, CA 92704
71454xxxx5 aar*********@s******.com
Northwestern Mutual Wealth Management Company : Henry William Sladek 1500 Quail St #600, Newport Beach, CA 92660 94986xxxx2
Edward Jones - Financial Advisor: Gary A Springer 15061 Springdale St Ste 106 Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 87586 100000
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
Edward Jones - Financial Advisor: Robert Petrosyan 18200 Von Karman Ave Ste 560 Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com
Fu, Panfang 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx8 abc*******@u**.com
Spelman And Company 19200 Von Karman Ave, Irvine, CA 92612 94962xxxx0
Shenouda & Associates, LLP 18377 Beach Blvd Ste 222 Huntington Beach, CA 92648
71484xxxx5 a@s**********.com 5 28 5 62
Catalyst Loans 2390 E Orangewood Ave, Anaheim, CA 92806 71474xxxx0
Lutwen, Gary 2 Park Plz, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
Assali, Scott C 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 116 120
Confluence Wealth Management Group - Ameriprise Financial Services, LLC 12842 Valley View St #104, Garden Grove, CA 92845
71424xxxx0 che*********@a***.com 16 2 20
Source Oil and Gas, Inc. 4630 Campus Dr Ste 1001, Newport Beach, CA 92660
94975xxxx7 bhe****@c*********************.com
Windfall Advisors 100 Wilshire Blvd Santa Monica, CA 90401
31040xxxx4 inf*@w***************.com 5 11
Cresswind Investment Group 11148 Sudith Ave, Fountain Valley, CA 92708 71455xxxx9
Edward Jones - Financial Advisor: Mark R Steeber 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
Providential Securities 17011 Beach Blvd Ste 900, Huntington Beach, CA 92647 71484xxxx0
Wells Fargo Advisors 620 Newport Center Dr Ste 1500, Newport Beach, CA 92660
94964xxxx0 aar************@w*****************.com 188275 189000
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
Castillo Wealth Management 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx3 tom*********@l**.com 5 1
Silver Oaks Investments 3030 Old Ranch Pkwy Ste 350, Seal Beach, CA 90740 56228xxxx4
U.S. Bank - Private Wealth Advisor: Zjamahl Fain 18300 Von Karman Ave, Irvine, CA 92612
94973xxxx2 aar************@u*****.com 345685 5083 348000
Amf Wealth Management 2302 Martin Ste 175 Irvine, CA 92612 94938xxxx0
Morgan Stanley Wealth Management 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 bri**@m**********************.com
IBS IV Inc 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx1
Rivermeade Investments Inc 333 City Blvd W, Orange, CA 92868 71493xxxx2
Finacorp Securities 2302 Martin, Irvine, CA 92612 94938xxxx3
Ying Wang - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx7 dns*****@a***.com
Titan Financial 16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649
71484xxxx3 ant*********@t*************.net
Toney Investment Group 7755 Center Ave, Huntington Beach, CA 92647 71437xxxx3
CK Cooper & Company 4 Park Plz, Irvine, CA 92614 94925xxxx7
Kinetic Financial 633 W 5th St Ste 1050 Los Angeles, CA 90017
80071xxxx8 ale*@k***************.com 5 4 4.3 22
Richmond, Brian 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx7
Speedy Credit Repair Huntington Beach, CA 92648
88872xxxx4 chr**@s*****************.com 4.9 36 4.8 85
J P Morgan 660 Newport Center Dr Ste 750, Newport Beach, CA 92660
94946xxxx0 aar***********@j*******.com
The Bailey Group 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
Northern Star Management 3151 Airway Ave Ste M1, Costa Mesa, CA 92626
71454xxxx4 bra***@n**************.com
Capital Equity Investments Inc 5 Corporate Park, Irvine, CA 92606
94944xxxx8 goc************@a**.com
Brandt, David, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx2 ame******************@a***.com 132834
Chernila & Company, PC 3525 Hyland Ave Ste 215 Costa Mesa, CA 92626
71444xxxx0 jon@c******.com
Alterman Investments 2205 Lace Leaf Ln, Tustin, CA 92782 71454xxxx0
Gregg Perrah Newport Beach, CA 92660
94983xxxx3
Orange County Employees Retirement Systems 2223 E Wellington Ave, Santa Ana, CA 92701
71455xxxx0 abe*****@o****.org
Trost, Randall J, CFA 1901 Main St, Irvine, CA 92614
94995xxxx9 acc**********@m************.com
Ngoy, Chris 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Oakstone Wealth Management 1500 Quail St, Newport Beach, CA 92660
94938xxxx1 des*************@l**.com
Okita, Nikolas 2 Park Plz, Irvine, CA 92614
94966xxxx8 ado********@a***.com 298
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
Windjammer Capital Investments 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 afa****@w****************.com
Lentz, John 2677 N Main St, Santa Ana, CA 92705
71464xxxx0 acc**********@m************.com
Edward Jones - Financial Advisor: Rene Costales 19900 Beach Blvd Ste I, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 85274
Wiedemann, Stephen, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx9 ame******************@a***.com 132834
Perricone Investments Serving theFountain Valley Area 94970xxxx0
Rudolph Dewey Investments 16531 Bolsa Chica St Ste 310, Huntington Beach, CA 92649 71437xxxx2
American Strategic Capital Inc 4281 Katella Ave Ste 105, Los Alamitos, CA 90720 71452xxxx3
Savino Tax & Investment Advisory Group 4060 Campus Drive, Suite #220, Newport Beach, CA 92660
94974xxxx0
Alex A. Accetta & Associates Inc 8840 Warner Ave STE 204, Fountain Valley, CA 92708
71484xxxx8 aac*****@a**********.com 5 1
Panascope Image Systems 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx5
OWL Wealth Management - Ameriprise Financial Services, LLC 2 Park Plaza Ste 1100, Irvine, CA 92614
94986xxxx0 ado********@a***.com 295 296
Life Insurance By Rosy Los Angeles, CA 91606
31094xxxx4 5 7
Prudential Financial 600 City Pkwy W, Orange, CA 92868
71445xxxx0 aar*******************@p*********.com
Gates Group Wealth Management 18800 Delaware St, Huntington Beach, CA 92648
71470xxxx5 mic**********@l**.com 5 1
Bank of America Financial Center 8850 Bolsa Ave Westminster, CA 92683
71437xxxx5 ang**********@b***.com 1.8 57
Edward Jones - Financial Advisor: Lucy E Walther 4100 Newport Pl Dr Ste 190 Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87605 100000
Tarnutzer Co 1601 Dove St, Newport Beach, CA 92660
94995xxxx3 aab***@k***.com 85 69 95
Buckingham Asset Management 3 Park Plz, Irvine, CA 92614
94975xxxx7
Edward Jones - Financial Advisor: Chris Arnaldo 7755 Center Ave Ste 1010, Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 87384 100000
Van Deventer & Hoch Investment 19200 Von Karman Ave, Irvine, CA 92612 94947xxxx5
Occhino & Associates 17220 Newhope St, Fountain Valley, CA 92708
71470xxxx0 aar************@r***********.com
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
Tim Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
PHI HealthCare Management Inc 2010 Main St, Irvine, CA 92614
94937xxxx8 aar**@a******.com
2136 Investment 2136 Newport Blvd, Costa Mesa, CA 92627 94965xxxx1
LCR Coin Inc 18627 Brookhurst St, Fountain Valley, CA 92708
71440xxxx6 bi**@l******.com
H & G Investment Group, Inc 7500 Orangewood Ave, Stanton, CA 90680 71489xxxx6
Transpacific Enterprises Inc 19100 Von Karman Ave, Irvine, CA 92612 94997xxxx0
Creative Brokerage Services 1333 S Euclid St, Anaheim, CA 92802
71453xxxx3 a-s*************@w********.com
Hoover Thomas 4 Upper Newport Plz Ste 103, Newport Beach, CA 92660 94972xxxx0
H.E. Durbin-Thrivent 5200 Warner Ave, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Westpark Loans 6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603
94954xxxx9 ant****@w************.com 4.8 52 4.7 24 471 2
Edward Jones - Financial Advisor: Victor D Bell 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
65740xxxx5 acc**********@e**********.com 87586 100000
Trilogy Financial Services 17011 Beach Blvd #101, Huntington Beach, CA 92647
71484xxxx7 a@t********.com 2.3 3
Krona Financial Group Inc 1851 E 1st St Ste 900, Santa Ana, CA 92705 71483xxxx1
Pazanti Home Mortgage 19051 Goldenwest St Ste 107, Huntington Beach, CA 92648
71496xxxx0 dje******@p******.com 4
Frontier Investments 3366 Via Lido, Newport Beach, CA 92663 94972xxxx0 cro*************@f*****.com 3 2 5
Wells Fargo Advisors Seal Beach, CA 90740
56249xxxx1 agi***@a*.nv 188701 190000
Beacon Pointe Advisors 24 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx0 abh*****@b*********.com 228 36 234
Alpha Cubed Investments 18301 Von Karman Ave, Irvine, CA 92612
80070xxxx7 alp**@a********************.com
GAS Investment 3723 Birch St, Newport Beach, CA 92660 94926xxxx7
Amr Elgamal-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94941xxxx9 aab****@b************.com
Jason Financial Services 1300 N Bristol St Ste 214 Newport Beach, CA 92660
32374xxxx1 jas***********@l**.com
Gregory Advisors Inc., Empowering your life through wealth management 7755 Center Ave #1100, Huntington Beach, CA 92647
71437xxxx9 inf*@g*****************.com 12
World Financial Group 4281 Katella Ave Ste 101, Los Alamitos, CA 90720
71427xxxx8 con****************@t***********.com 82300 2050 86000
Quantum Investments International 1548 W Yale Ave, Orange, CA 92867 71497xxxx8
Pacific Commercial Investments 881 Dover Dr, Newport Beach, CA 92663
94972xxxx0 ada*@p*********.com
Benchmark Wealth Management 2300 E Katella Ave #400, Anaheim, CA 92806
71463xxxx3 ben******@l**.com 125 122
Jackson, Darnell 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
Mazzotta, Vincent, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com 132834
Kenneth Rieger-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx5 acm***********@m************.com
Sebastian, Lynne L 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx0 abc***@u**.com
Intercontinental Investment 260 E Dyer Rd, Santa Ana, CA 92707 71427xxxx7
First Priority Investments Inc 16651 Gothard St, Huntington Beach, CA 92647 71484xxxx8
ultimatediversification.com 1222 Cabrillo Park Dr Apt E, Santa Ana, CA 92701 71495xxxx0
Sheffield & Sutton Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 abc***@u**.com
Smart Tax & Accounting Services 7888 Westminster Blvd, Westminster, CA 92683
71489xxxx0 inf*@o**************.com 4.5 22 4.9 237
Kelly Investments 4911 Warner Ave, Huntington Beach, CA 92649 71496xxxx5
EA Tax Resolutions 7777 Center Ave Ste 450 Huntington Beach, CA 92647
80024xxxx6 ant****@e***************.com 4.8 114
Montagna & Associates 1101 Dove St Ste 190 Newport Beach, CA 92660
94983xxxx1 ast***@m**********.com 5 1 5 13 426 436
Edelman Financial Engines 600 Anton Blvd Ste 1750, Costa Mesa, CA 92626
83375xxxx3 aar*******@e**********************.com 18469 19
Monarca Investments 410 N Bristol St, Santa Ana, CA 92703 65723xxxx4
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
Edward Jones - Financial Advisor: Zachary T Alario, CFP® 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 143
Brundage, Steven M 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com 136 3 137
Pacific Life 700 Newport Center Dr, Newport Beach, CA 92660
80080xxxx6 aad***@p**********.com 4.4 47
Richardson, Robert 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acc**********@m************.com
Pacific Southwest Financial 4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660
94929xxxx1 ada********@c***************.com
Paxton Family Trust 11432 Baggett St, Garden Grove, CA 92840 71453xxxx7
The Elizabeth Do Team - Keller Williams Realty 18055 Bushard St, Fountain Valley, CA 92708
71482xxxx3 and***@a*********.com 4.9 80 1419 843
American Liberty 19000 Macarthur Blvd, Irvine, CA 92612
94962xxxx8 aar**@a**************.com 922714 79
Helix Wealth Partners, Inc. 3300 Irvine Ave Ste 320 Newport Beach, CA 92660
94966xxxx7 joh*@h******.com
Goggin, J Michael, AGT 2020 Main St, Irvine, CA 92614
94966xxxx2 dns*****@a***.com
Lustre Advisors 1 Park Plz Ste 600, Irvine, CA 92614 80054xxxx5
Pham Investments 836 S Sylvan St, Anaheim, CA 92804 71448xxxx2
South Coast Wealth Management 43 Corporate Park Ste 201, Irvine, CA 92606 94974xxxx1
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx5 abc***@u**.com
Jason Tajima-Market Leader 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx5 aab****@b************.com
Enclave Property Management 18055 Bushard St, Fountain Valley, CA 92708
71423xxxx8 inf*@e******.com 1 1
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
Petra Chien 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx9 acc************@f************.com
EP Wealth Advisors 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
21337xxxx0 ab@e*******.com 4.4 9 1126 33
Oppenheimer & Co Inc 600 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 aal****@o**********.com
JJ Meis - Bank of the West Wealth Management Advisor 18022 Culver Dr, Irvine, CA 92612
94930xxxx4 aab****@b************.com
Healthwell Holdings Corp 3151 Airway Ave, Costa Mesa, CA 92626 71454xxxx4
McCalla Investment Ltd 105 Linda Isle, Newport Beach, CA 92660 94967xxxx2
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Thompson, David 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
LPL Financial 1 50 Blvd W, Orange, CA 92868
71493xxxx0 aar********@l**.com
Integrity Wealth Management 3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660
94995xxxx8 inq******@i***********.com
Fitzgerald, Dennis 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com
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
Geske David T 4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 94975xxxx7
MAI Capital Management 4695 MacArthur Ct Suite 850, Newport Beach, CA 92660
21692xxxx0 aar**@m**.capital
Onitus Capital 3857 Birch St Ste 5059 Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 1 59 132
Natalie T Fogarty Investments 12 Summerwind Ct, Newport Beach, CA 92663 94954xxxx9
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
Compak Asset Management 8105 Irvine Center Dr Irvine, CA 92618 94934xxxx0 5 1
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
Banta Asset Management LP 517 30th St, Newport Beach, CA 92663
94967xxxx4 inf*@b*******************.com
Fort Ashford Ventures 107 Via Florence, Newport Beach, CA 92663
94933xxxx3 akr******@f**********.com
UBS Wealth Management 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx7 abc*******@u**.com
Concord Investment Council 2020 Main St Ste 300, Irvine, CA 92614 94985xxxx0
Noble Financial Services 18551 Von Karman Ave # 160, Irvine, CA 92612
94925xxxx0 wra**@c*********************.com
Excalibur Mortgage Corp 5762 Bolsa Ave Ste 108, Huntington Beach, CA 92649
71489xxxx6 mel@e****************.com
CB Capital Partners Inc 860 Newport Center Dr, Newport Beach, CA 92660 94941xxxx3
Kava Ventures 12842 Newport Ave Apt 9, Tustin, CA 92780
71486xxxx5
Michael W Jowdy, LPL Financial Services 7777 Ctr Ave Ste 120 Huntington Beach, CA 92647
71489xxxx0 ali*********@l**.com 5 1
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Lubman Levy Group 12340 Seal Beach Blvd, Seal Beach, CA 90740
56283xxxx0 2.1 85
Bridgeport Investment Co 14841 Yorba St Ste 205, Tustin, CA 92780 71450xxxx5
Aaron D Jett Huntington Beach, CA 92649 94940xxxx3
Nadavon Capital Partners 3857 Birch St, Newport Beach, CA 92660
94941xxxx4 hel**@n******.com
James Hendries - Lpl Financial 7777 Center Ave, Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 156 162
4 10
Wynstar Investments 2140 S State College Blvd, Anaheim, CA 92806 71420xxxx5
Big Sky Capital Investments 2323 Main St, Irvine, CA 92614 94927xxxx5
Stewardship Wealth Management Solutions 101 Main St #200, Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
Sabal Capital 3 4675 Macarthur Ct, Newport Beach, CA 92660
94975xxxx7
Emerald Wealth Management 5000 Birch St Ste 3000 Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Kevin J Crosby - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com 133
Wescom Credit Union 3743 W Chapman Ave Ste C Orange, CA 92868
88849xxxx6 aad***@w*****.org 4.1 50 3.3 42 5865 6000
Miramar Venture Partners 2101 E Coast Hwy, Corona Del Mar, CA 92625
94976xxxx0 alb***@m********.com
South Coast Investment Advisors 5140 Birch St, Newport Beach, CA 92660
94982xxxx5 ale*******@a*****************.com
TD Ameritrade 17909 MacArthur Blvd Irvine, CA 92614
94922xxxx0 aam***********@t***********.com 1.7 17 393044 400000
Main Management Co 18700 Main St, Huntington Beach, CA 92648
71491xxxx6 baf*****************************@s*****.wixpress 6486 18775 6500
Martin Shapiro Insurance & Financial 500 N State College Blvd, Orange, CA 92868
85857xxxx0 k6t************@p****.dreamhost
Podmajersky, Thomas 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx6 abc*******@u**.com
Diligent Financial Group 20241 SW Birch St Ste 100, Newport Beach, CA 92660 94946xxxx7
Intergrity Integrity 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 joh******@i****.com
Spectrum College Planning 2372 Morse Ave Ste 283 Irvine, CA 92614
94974xxxx0 hki*@f****************.com 5 1
A & K Investment 18350 Mount Langley St, Fountain Valley, CA 92708 71496xxxx6
Premier Commercial Brokerage 1420 N Bristol St, Newport Beach, CA 92660
94925xxxx3 jes****@p*************************.com
New Market Wealth Management 695 Town Center Dr, Costa Mesa, CA 92626
65790xxxx9 inf*@n**************.com
St Clair Investments 17291 Irvine Blvd, Tustin, CA 92780
71436xxxx2 res****@s****************.com
ClearLight Partners 100 Bayview Cir, Newport Beach, CA 92660
94972xxxx0 ajb@c*****************.com
Long, Michael R 18002 Irvine Blvd, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86737 98000
Imad Sibai Financial Coach Santa Ana, CA 92704 90922xxxx4
Pk Partners 14 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx6 bzi**@p*********.com
Arch Bay Capital 3121 Michelson Dr Ste 200, Irvine, CA 92612 94967xxxx0
Money With Gerardo 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 94922xxxx3
William Mac Donald Securities 1926 W Orangewood Ave, Orange, CA 92868 71493xxxx2
Euro Pacific Capital Inc 20271 SW Acacia St, Newport Beach, CA 92660
71466xxxx0 alb***@e******.com 289 350
Dennis Fitzgerald - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com 14721 16000
Bank of America Financial Center 18691 Main St Huntington Beach, CA 92648
71496xxxx5 and********@m*.com 1.8 46
Nielsen, Ole 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ban********************@m*.com
Brian Friestman-Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94966xxxx7 bri************@a***.com
Walden Wealth Management, LLC 2082 Michelson Dr Ste 103, Irvine, CA 92612
94982xxxx7 coo***@w**************.com
Lido Advisors 4695 Macarthur Ct, Newport Beach, CA 92660
94989xxxx0 anf****@a*********.com
CBM Wealth Management 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56234xxxx2 ben*******************@u**.com
Trd Investment Properties 14550 Magnolia St, Westminster, CA 92683 71489xxxx0
Purus Wealth Management 4675 MacArthur Ct Ste 770, Newport Beach, CA 92660
94935xxxx0 d.j***@p********************.com 123 14 126
Maddy Stewart - RBC Wealth Management Financial Advisor 610 Newport Center Dr Suite 900, Newport Beach, CA 92660
94972xxxx7 dav*************@r**.com 54
Edward Jones - Financial Advisor: Dwight L Beasley Jr 16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136 80
Canterbury Consulting 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam****@c*******************.com
Bernay, Elizabeth S 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Regal Wealth Group 12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740
56279xxxx9 ama****@r***************.com
Excelsior Capital Partners 4695 Macarthur Ct, Newport Beach, CA 92660
94956xxxx0 ayo***@e******.com
GJB Investments 16835 Algonquin St, Huntington Beach, CA 92649 62664xxxx5
Ryan Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 14743 16000
Apella - Huntington Beach 5011 Argosy Ave Ste 7 Huntington Beach, CA 92649
71497xxxx3 aca*****@a***********.com 145 170
Natalie Brownfield Barron CFP, Cepa, CRPS-UBS Financial Services Inc 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx2 abc*******@u**.com
Lidingfeng Investment 1812 W Sumac Ln, Anaheim, CA 92804 31090xxxx8
Quintessential Financial Corp 2372 SE Bristol St, Newport Beach, CA 92660 94977xxxx5 6
Elite Advisory Group, LLC. 2130 Main St #130, Huntington Beach, CA 92648
80079xxxx0 bma**@e*****************.com 3 2
Mischler Financial Group Inc 1111 Bayside Dr, Corona Del Mar, CA 92625
94972xxxx0 agu*******@m****************.com
National Cities Capital Inc 19200 Von Karman Ave Ste 600, Irvine, CA 92612 88855xxxx1
John Wende-Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr, Tustin, CA 92780
94925xxxx9 dns*****@a***.com 222 223
Waterford Property Company 130 Newport Center Dr, Newport Beach, CA 92660
94974xxxx0 cys*****@w******************.com
Unique Property Management 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 upm@u*************.com
Southridge Investments Co Po Box 413, Corona Del Mar, CA 92625 94976xxxx0
Equity Star 620 Newport Center Dr Fl 11th, Newport Beach, CA 92660
94949xxxx0
Ubs 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94976xxxx8 aar*******@u**.com 228910
Wells Fargo Advisors 209 W Tiller Ave, Anaheim, CA 92802
71475xxxx5 a-w***************@w*****************.com 188325 189000
LA Wealth Management Costa Mesa, CA 92626
42445xxxx5 car*****@l*****************.com 5 3
Greenwich Capital Markets 19200 Von Karman Ave Ste 950, Irvine, CA 92612
94993xxxx0 as@g*******************.com
Wells Fargo Advisors 19081 Goldenwest St, Huntington Beach, CA 92648 71453xxxx1 49
Wells Fargo Advisors 16025 Brookhurst St, Fountain Valley, CA 92708 71477xxxx5
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
Grace Wealth Management Group, Inc. 19782 MacArthur Blvd #320, Irvine, CA 92612 94963xxxx0
Hustlers Investments 970 W 17th St, Santa Ana, CA 92706 88862xxxx4
Scottrade 2410 E Katella Ave, Anaheim, CA 92806
71494xxxx0 4.5 208
Buchanan Street Partners 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ade****@b*************.com 3.3 3
Ttl Groups Inc 13880 Harbor Blvd, Garden Grove, CA 92843 71453xxxx4
Peters, Michael T, CPA 1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705
71454xxxx0 a.j****@r******.com 140 8 205
Wealth Management Strategies 2050 Main St #520, Irvine, CA 92614
94983xxxx2 acg********@w********.com
Edward Jones - Financial Advisor: Nasar Aboubakare 5952 Warner Ave, Huntington Beach, CA 92649 71484xxxx8
Brian McHenry-Sr Wealth Financial Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx9 aab****@b************.com 98572 1295
Sutro & Co Inc 610 Newport Center Dr Ste 900, Newport Beach, CA 92660 94972xxxx0
James Sams-Financial Advisor, Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94997xxxx9 dan***********@a***.com
Crown Pacific Advisors 220 Newport Center Dr, Newport Beach, CA 92660
94925xxxx1 aba**@p**************.com 233 275
Kapstream Capital 520 Newport Center Dr, Newport Beach, CA 92660
94970xxxx0 adm**@i*****************.com
James Investments 1100 W Town And Country Rd, Orange, CA 92868
94928xxxx0 jlu****@j*********************.com
Wilmington Trust 650 Town Center Dr, Costa Mesa, CA 92626
31030xxxx0 aam****@w**************.com
Edward Jones 2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 71454xxxx2
Corporate Pointe Investments 1 Corporate Park, Irvine, CA 92606 94941xxxx8
McClintock Brokerage 5106 Neptune Ave, Newport Beach, CA 92663 94967xxxx8
Kinecta Federal Credit Union - Fountain Valley 17860 Newhope St Ste 102 Fountain Valley, CA 92708
31064xxxx8 bob*******@k******.org 4.3 75 43475 1455 43000
Euro Pacific Capital 1201 Dove St Ste 200 Newport Beach, CA 92660
94947xxxx0 alb***@e******.com 2.6 30
CS TOMASI Wealth Management 949 S Coast Dr Ste 250, Costa Mesa, CA 92626
56249xxxx8 bel**@c*******.com
Tauras Capital Group 19800 Macarthur Blvd, Irvine, CA 92612 94965xxxx4
Quorum Investment Corp 1551 N Tustin Ave, Santa Ana, CA 92705 71483xxxx5
NWM GROUP- Newport Wealth Management Group 17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 94990xxxx1 5 1
Vasco Assets 2024 Quail St, Newport Beach, CA 92660
94967xxxx0 ari@v**********.com 5 79
Nuveen Investments Newport Beach, CA 92660 94976xxxx4 aar*************@n*****.com 1816 2000
Fix Your Credit Consulting 4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607
87721xxxx0 con****@f**********************.com 4.9 224 4.9 51 947 3 962
Brown, David 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Wells Fargo Advisors 3925 S Bristol St, Santa Ana, CA 92704 71443xxxx0
Ameriprise Financial Services 2020 Main St, Irvine, CA 92614
94966xxxx2 ame******************@a***.com
Charter West Financial Management 4425 Jamboree Rd Ste 180, Newport Beach, CA 92660
94947xxxx8 adm**@c***********.com 107 111
Ameriprise Financial 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx5 cli****************@a***.com 222 223
Edward Jones 12792 Valley View St, Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 161
Bilak and Kramer Capital 180 Newport Center Dr Ste 185, Newport Beach, CA 92660 94970xxxx2
Tuer, Walter 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Bockhold Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
Warpath Investments Inc. 18881 Von Karman Ave, Irvine, CA 92612 94947xxxx0
Orangewood Investments 1433 S State College Blvd, Anaheim, CA 92806 71453xxxx0
Barouti Financial Services 4695 Macarthur Ct, Newport Beach, CA 92660 94985xxxx5
U.S. Bank – Wealth Management Banker: Emad Gindi 11350 South St, Cerritos, CA 90703
56292xxxx8 aar************@u*****.com 3.8 13
Securities America Inc 4590 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx3 aad********@s****************.com
Brar, J P 1901 Main St, Irvine, CA 92614
94980xxxx6 acc**********@m************.com
Interpacific Asset Management 5505 Garden Grove Blvd Ste 150, Westminster, CA 92683
71489xxxx4 aod******@i***************.com
Carrick Capital Parnters 610 Newport Center Dr, Newport Beach, CA 92660
94920xxxx2 aj@c*********************.com
Garza Investments Corp 852 W Town And Country Rd, Orange, CA 92868 71454xxxx2
Eureka Capital Partners 23 Corporate Plaza Dr Ste 125, Newport Beach, CA 92660
94971xxxx0 aar****@s***********.com
Zapotocky, James 1901 Main St, Irvine, CA 92614
94980xxxx7 acc**********@m************.com
Mahmood, Mazhar 4 Park Plz, Irvine, CA 92614
94953xxxx4 ame******************@a***.com
JST Investment Consulting, Inc. 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56299xxxx8
E Passion Investment 1588 S Anaheim Blvd, Anaheim, CA 92805 71478xxxx3
Newman, Richard C 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx8 acc**********@m************.com
Investment Inc Pcd 855 Seagull Ln, Newport Beach, CA 92663 81835xxxx9
Dania Investment 1415 French St, Santa Ana, CA 92701 71487xxxx7
McKinnon And Associates 18400 Von Karman Ave Ste 400 Irvine, CA 92612
90936xxxx6 dal************@l**.com
PNC Private Bank 2020 Main St Ste 950, Irvine, CA 92614
88876xxxx6 aar******@p**.com 352743 8655 355000
Investors Title Company 300 S Harbor Blvd, Anaheim, CA 92805
71468xxxx2
Bablot Investments 1733 Monrovia Ave Ste V, Costa Mesa, CA 92627
94957xxxx2 man*******@b****************.com
Umpqua Bank Home Lending 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94987xxxx2 aar*********@u*********.com 4 1189 50650 669 49000
J P Morgan 225 N Tustin St, Orange, CA 92867 71499xxxx0
Sapience Investments 520 Newport Center Dr, Newport Beach, CA 92660
94970xxxx5 bry**********@b*********.com
KPP Financial 18575 Jamboree Rd Ste 600 Irvine, CA 92629
80055xxxx1 ary**@k***********.com 4 4
Dafesh, Elias, AGT 401 S Euclid St, Anaheim, CA 92802
56276xxxx7 a****00@a*******.com
Born In California 1700 W Cerritos Ave, Anaheim, CA 92804 71474xxxx3
Stewardship Wealth Management Solutions 101 Main St Ste 220 Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
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
Edward Jones - Financial Advisor: Scott P Smith 16454 Bolsa Chica St, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136
Standard S A Investments 3220 S Standard Ave, Santa Ana, CA 92705 71455xxxx4
Edward Jones - Financial Advisor: Ryan T Omoto 19900 Beach Blvd, Ste I Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 114
Investors Trust 1 Upper Newport Plz, Newport Beach, CA 92660 94925xxxx0 2
Wla 1301 Dove St, Newport Beach, CA 92660
94985xxxx4 apo****@w*************.com
James P Fletcher 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
Capital Aspects 1502 E Warner Ave, Santa Ana, CA 92705 94993xxxx6
Providence Wealth Management Group - Ameriprise Financial Services, LLC 2600 Michelson Dr #1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Karam Wealth Advisors 7755 Center Ave 11th floor, Huntington Beach, CA 92647
94939xxxx0 dom@k**********.com 5 6
Cruttenden Partners 4600 Campus Dr Ste 110, Newport Beach, CA 92660
94939xxxx0 cor**@c*****************.com
I C M-Jae Investments 2 Upper Newport Plz, Newport Beach, CA 92660
94975xxxx0 don@i******.com
Edward Jones - Financial Advisor: Denyse Jennings 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com
Signature Resources 19900 Macarthur Blvd, Irvine, CA 92612
94993xxxx0 ahj***@f*************.com
Capstone Dynasty Trust 500 N State College Blvd Orange, CA 92868
71420xxxx3
Birch Investment 20271 SW Birch St, Newport Beach, CA 92660 31027xxxx0
Amita Investments 17192 Murphy Ave, Irvine, CA 92623 42435xxxx3
Blanco Investments 3197 Airport Loop Dr, Costa Mesa, CA 92626 71443xxxx6
Orange County Small Business Development Center 1300 S Bristol St, Santa Ana, CA 92706
71456xxxx0 4.8 5 5 2 5 43 3319 34 3700
Weaver Consulting Group 101 Main St Ste 220 Huntington Beach, CA 92648
71453xxxx5 ami*@w********************.com 5 4
Phoenix Investment Funds 4000 Macarthur Blvd, Newport Beach, CA 92660
94938xxxx0 awe*******@c********.com
Hollencrest Securities 100 Bayview Cir Ste 500, Newport Beach, CA 92660
94982xxxx0 ac@h**********.com
Aviation Capital Group Serving theFountain Valley Area
94921xxxx0 860*************************************@w*****************.com
Advant Wealth 18301 Von Karman Ave Ste 430 Irvine, CA 92612
94926xxxx9 adr***@a***********.com
Mercer Advisors Wealth Management 620 Newport Center Dr #1030, Newport Beach, CA 92660
80039xxxx4 aar********@m*************.com 3.7 3
Brenen Capital Management Group 1601 Dove St Ste 291, Newport Beach, CA 92660 80058xxxx6
Sterk Investments Inc 600 City Pkwy W Ste 500, Orange, CA 92868 71493xxxx0
Michael Investment Co 17702 Mitchell N, Irvine, CA 92614 94995xxxx0
Owens, James 2677 N Main St, Santa Ana, CA 92705
71464xxxx5 acc**********@m************.com
Halliburton Investments 757 Domingo Dr, Newport Beach, CA 92660 94976xxxx0
Wildrose 2300 SE Bristol St, Newport Beach, CA 92660
94949xxxx1 inf*@w**************.com
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.com
LPL Financial 23 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx3 aar********@l**.com
Pier 15 Investments 1323 W Bay Ave, Newport Beach, CA 92661 94967xxxx6
Sullivan Wealth Management Group 895 Dove St Ste 300, Newport Beach, CA 92660
85547xxxx2 bra**********@s**********.com
Douglas Investments Co PO Box 4068, Irvine, CA 92616 94955xxxx1
Grey's Five Star Investment Inc 1045 E 4th St, Santa Ana, CA 92701 71424xxxx0
Adam Macdonald 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Edward Jones - Financial Advisor: Zubeen Tukina 3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740
90954xxxx8 a.j*********@e**********.com 87384 100000
Financial Strategies - Wealth Management Group 6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com 5 1
Randall Instruments Inc 17291 Irvine Blvd, Tustin, CA 92780 71466xxxx9
Newport Beach Securities Inc 18872 Macarthur Blvd Ste 100, Irvine, CA 92612 94933xxxx0
Scott Wealth Management Group 18022 Cowan Ste 225 Irvine, CA 92614 94955xxxx0
U.S. Bank – Wealth Management Banker: Katherine Nguyen 17150 Magnolia St, Fountain Valley, CA 92708
71484xxxx0 aar************@u*****.com 1.01 345638 5034 348000
Travis Combe - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dan***********@a***.com 66
Nurture Financial Planning 333 City Blvd W Ste 1700 Orange, CA 92868
94986xxxx7 con****@u******************.com
Centaurus Financial, Inc. 2300 E Katella Ave Ste 200, Anaheim, CA 92806
80088xxxx4 aar*******@c*****************.com 330 15
Financial West Group 1300 Quail St Ste 204, Newport Beach, CA 92660
94922xxxx1 jag*********@f**.com
Champlain Investment Partners 18201 Von Karman Ave, Irvine, CA 92612
80284xxxx0 ah@c****.com
Hunter Asset 1913 E 17th St, Santa Ana, CA 92705 71488xxxx4
Richmond, Brian 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx7 rbc*********@r**.com 12830
Lucky Group Investments 1857 W Katella Ave, Anaheim, CA 92804 65075xxxx7
Triad Investment Management 1301 Dove St, Newport Beach, CA 92660
94985xxxx2 con****@t******.com
Richard Vander Kaay and Associates Inc Serving theFountain Valley Area 94970xxxx5
R +K Investments 3881 Aruba Cir, Huntington Beach, CA 92649 71484xxxx7
Patriquin, Debra 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ale*********@m*.com
U.S. Bank - Wealth Management Banker: Michael Velasco 19900 Beach Blvd, Huntington Beach, CA 92648
71427xxxx3 aar************@u*****.com 345667 5062 348000
Secured Income Group 17592 17th St Ste 100, Tustin, CA 92780
71436xxxx0 cus************@m************.com
Schultz, Robert 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 wms**********@r**.com 12815
401k-Checkup 1401 Dove St Ste 420, Newport Beach, CA 92660
94997xxxx8 inf*@4***********.com
Clark, Lee 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx1 acc**********@m************.com
BMI Financial 5 Upper Newport Plz, Newport Beach, CA 92660 94922xxxx0
Clearvue Capital 895 Dove St Ste 120, Newport Beach, CA 92660
94929xxxx0 csa****@c***********.net
Voorhees Investments 3501 Jamboree Rd, Newport Beach, CA 92660
94972xxxx1
Finance & Fiscal Anaheim, CA 92801
71461xxxx7 5 5
Wealth Management Solutions 2532 Dupont Dr, Irvine, CA 92612
94947xxxx0 inf*@w******.com 58 4 63
Lenders Investment Corp 2755 S Bristol St, Santa Ana, CA 92704 71454xxxx7
Om Safal Unity 2401 W Chapman Ave, Orange, CA 92868 65728xxxx2
Todd Halbrook and Adam Macdonald 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx1 joh*******@c*.rbcwealthmanagement
Allen, Robert P Bob 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx4 abc*******@u**.com
Edward Jones 17822 17th St Ste 405, Tustin, CA 92780
71483xxxx6 a.j*********@e**********.com 148
Ashwill Investments 130 Newport Center Dr, Newport Beach, CA 92660 94947xxxx8
Hughes Investments 23 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx1 ajo*****@h********.com
Vieth Co 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 94947xxxx8
Latisys 17400 Von Karman Ave, Irvine, CA 92614
94998xxxx7 aar**********@l******.com
Kolbach, Amanda 1901 Main St, Irvine, CA 92614
94980xxxx5 acc**********@m************.com
Securities America 200 S A St, Tustin, CA 92780 71466xxxx1 aar********@s****************.com
Blukey Investments 9140 Trask Ave, Garden Grove, CA 92844 65722xxxx3
Tgv Partners 23 Corporate Plaza Dr Ste 215, Newport Beach, CA 92660 94972xxxx9
Bank of the West 6881 Warner Ave Huntington Beach, CA 92647 71484xxxx1 aam**********@b**.com 3.3 13 2.2 19
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ 940 S Coast Dr Ste 250, Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 226
Banning, Ryan 1901 Main St, Irvine, CA 92614
94995xxxx3 acm***********@m************.com
Heenan Investments 212 Main St, Seal Beach, CA 90740
56259xxxx8 aar********@l**.com 20010 214 21000
Atlantic Trust 4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 94966xxxx0 a.n******@a************.com
Lang & Associates 5000 Birch St Ste 3000 Newport Beach, CA 92660
94926xxxx2 4 14
Ward Investment Co 2110 Newport Blvd, Costa Mesa, CA 92627 94964xxxx0
Mark Minh Nguyen - State Farm Insurance Agent 6552 Bolsa Ave Ste H Huntington Beach, CA 92647
71441xxxx0 4.9 87 4.9 479
Strattford Capital 4440 Von Karman Ave, Newport Beach, CA 92660 94938xxxx5
Private Equity Management Group 1 Park Plz, Irvine, CA 92614 94975xxxx7
BFS Wealth Management 2040 Main St, Irvine, CA 92614
71428xxxx6 adm**@b***.com 29 37
Jennifer Zaat-Wright 18837 Brookhurst St Ste 101, Fountain Valley, CA 92708 71496xxxx0
Pinn Investments 4675 Macarthur Ct, Newport Beach, CA 92660
94966xxxx0 axx****@p**************.com
Wells Fargo Advisors 2099 S State College Blvd, Anaheim, CA 92806
71493xxxx0 a-w***************@w*****************.com
Hughes Westbrook Insurance 17220 Newhope St Ste 116, Fountain Valley, CA 92708
71454xxxx0 gre*****@h*****.com 85
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
Taylor Wealth Management 15061 Springdale St., Ste 202, Huntington Beach, CA 92649
71424xxxx4 all***********@l**.com 5 1
Phong Dien Investment 17290 Newhope St, Fountain Valley, CA 92708 71475xxxx8
Diversified Pacific Partners 901 Dove St Ste 220, Newport Beach, CA 92660
94986xxxx5 jja*****@d*************.com
Bank of America (with Drive-thru ATM) 16192 Harbor Blvd, Fountain Valley, CA 92708
71441xxxx7 aga*******@b***.com 1.7 89
Mariman and Co 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx6 ag@m******.com
Bridge Financial Management 4343 Von Karman Ave Suite 250, Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com
Wells Fargo Advisors 5 Park Plz, Irvine, CA 92614
94975xxxx3 acc*****************@w*********.com 207
Flynn Investments Inc 16400 Pacific Coast Hwy, Huntington Beach, CA 92649 56259xxxx0
K Investment Co 5000 Birch St, Newport Beach, CA 92660
94994xxxx5 aar**@c****************.com
Spahr Financial Group - Brian L. Spahr, CFP 18682 Beach Blvd #235, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com 5.03
Alicante Investment 16478 Beach Blvd, Westminster, CA 92683
94928xxxx3 ali********************@g****.com
Paine Webber Inc. 4675 Macarthur Ct, Newport Beach, CA 92660 80085xxxx2
David Arvidson - ARBOR Financial Group 2932 Daimler St, Santa Ana, CA 92705
88858xxxx3 dav**@a******.com 5 3
Eastdil Secured 500 Newport Center Dr, Newport Beach, CA 92660 94993xxxx4
Viking Investments 4425 Jamboree Rd, Newport Beach, CA 92660 94925xxxx0
Back Bay Investment Group 777 Domingo Dr, Newport Beach, CA 92660
94923xxxx7 and***********@b********.com
JSC Real Estate Investments, LLC 18627 Brookhurst St Suite #294, Fountain Valley, CA 92708 71479xxxx5 5 1
H B Investment Enterprise 15568 Brookhurst St, Westminster, CA 92683
71441xxxx1 rec******@g*************.com
Edward Jones 485 E 17th St Ste 100, Costa Mesa, CA 92627
94972xxxx4 a.j*********@e**********.com 110 111
Provence Wealth Management Group 9481 Irvine Center Dr, Irvine, CA 92618
94922xxxx0 all**@p***.com 5 1
Greater Pacific Securities Inc 245 Fischer Ave Ste C2, Costa Mesa, CA 92626 71424xxxx7
MFF Investment Corp 11352 Westminster Ave, Garden Grove, CA 92843 65721xxxx4
Walter E Kaminski-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx9 acm***********@m************.com
Cosmetic Investments 2711 E Coast Hwy, Corona Del Mar, CA 92625 94987xxxx8
Leonid Grinberg 901 Dover Dr, Newport Beach, CA 92660 94951xxxx0
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
Cetera Advisors 17100 Gillette Ave, Irvine, CA 92614
94983xxxx4 a@c*************.com
Strathspey Crown 4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660 94926xxxx0
LPL Financial 21942 Kaneohe Ln, Huntington Beach, CA 92646
71484xxxx0 aar********@l**.com
Brinson Patrick Securities Corp. Serving theFountain Valley Area 94972xxxx0
Padilla Hofland Finacial Services Group 1910 Saint Andrews Dr, Seal Beach, CA 90740
56259xxxx4 aar************@r***********.com
Jeremy Tysor - Thrivent 5200 Warner Ave Ste 107, Huntington Beach, CA 92649
71484xxxx0 adm**@d***********.com
Nour Investments Inc 16851 Mcfadden Ave, Tustin, CA 92780 71488xxxx3
The Bahnsen Group 520 Newport Center Dr, Newport Beach, CA 92660
94987xxxx0 abe****@t**************.com 4.8 33 2097 51 2200
Micha Investment Corp 351 Hospital Rd Ste 507, Newport Beach, CA 92663 94964xxxx1
True Vine Invest 2231 S Dupont Dr, Anaheim, CA 92806 71431xxxx5
Wealth Management Financial Advisors 3701 Long Beach Blvd #100, Long Beach, CA 90807
56242xxxx7 bab******@w*****************.com 3.4 12 582752 11 46
Orion Investment Real Estate 4120 Birch St Ste 110, Newport Beach, CA 92660 94920xxxx0
World Financial Group 17852 17th St Ste 105, Tustin, CA 92780 65721xxxx2
Irvin, Peter 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Bancorp Familiar 2024 N Broadway Ste 200, Santa Ana, CA 92706
71454xxxx0
Citibank 17400 Brookhurst St Fountain Valley, CA 92708
65721xxxx4 abb**********@c***.com 3 20 2.2 34 154297 1838 11
Sierra Nevada Investment Group 3186 Pullman St, Costa Mesa, CA 92626 71485xxxx7
Klein, Martin 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157
The Macarthur Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx3 acc**********@m************.com
Cooke Wealth Management, LLC 18881 Von Karman Ave Suite 1420, Irvine, CA 92612
94972xxxx0 bar****@c******.com 5 2 112
Moler Capital Management 8 Corporate Park Ste 300, Irvine, CA 92606
94944xxxx3 bea*@m***********.com
Surf City Investment Group 19381 Salmon Ln, Huntington Beach, CA 92646 71496xxxx8
Spectrum Painting 1901 Main St, Irvine, CA 92614
94980xxxx1 acc**********@m************.com
Kinecta Federal Credit Union - Huntington Beach 7881 Edinger Ave Ste 120 Huntington Beach, CA 92647
31064xxxx0 aar*****@k******.org 4.4 67 43475 1455 43000
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
Big Bear Capital Serving theFountain Valley Area 56238xxxx6
Ricardo Marin-G D L Investment 1034 S Main St, Santa Ana, CA 92701 71451xxxx7
M Knott Enterprises 41 Royal Saint George Rd, Newport Beach, CA 92660 94964xxxx6
Schubert, Scott 2020 Main St, Irvine, CA 92614
94923xxxx6 dns*****@a***.com
Fidelity Investments 12201 Seal Beach Blvd, Seal Beach, CA 90740
80054xxxx8 a61****@f*******.com 4.5 17 320194
Edward Jones - Financial Advisor: Jon Glant 12792 Valley View St Ste F Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
Brightview Development 610 Newport Center Dr, Newport Beach, CA 92660
94928xxxx9 aar**@b*********.com 21254 214 23000
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
Pyramid Capital Investments Corp 4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660
94983xxxx7 sro*@p*************.com
Edward Jones - Financial Advisor: Cameron Rose 1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 87605 100000
Acevedo, Daniel 1901 Main St, Irvine, CA 92614
94934xxxx4 acc**********@m************.com
North Wealth Management 4667 MacArthur Blvd Ste 220 Newport Beach, CA 92660 94925xxxx5
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
Edelman Financial Engines 3020 Old Ranch Pkwy, Seal Beach, CA 90740
83375xxxx3 adv****@e**********************.com 18796 20 20000
Cimco 3303 Harbor Blvd, Costa Mesa, CA 92626
71436xxxx0 joh*@c*********.com
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
Alin Worldwide Investments 555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 71426xxxx0
O'Leary, Rachael Y 311 Main St, Seal Beach, CA 90740
56259xxxx0 acc**********@e**********.com
SBL | Commercial Investments and Management 790 The City Dr S, Orange, CA 92868 71466xxxx8
CIBC Private Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94966xxxx0 acc*******@c***.com 2120 2200
Joseph Martelli Real Estate Investments 30 Corporate Park Ste 100 Irvine, CA 92606
71477xxxx0 bpr*****@j****.com 75
BBVA Compass 2020 Main St Ste 950, Irvine, CA 92614
94921xxxx9 5 2
All County Desert Sea Property Management 18700 Beach Blvd #255, Huntington Beach, CA 92648
71467xxxx5 con****@a************.com 5 15 5 14 398 10 425
Steadfast Management Company 18100 Von Karman Ave Ste 500, Irvine, CA 92612
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
Smith & Sons Investment Co. 508 Via Lido Nord, Newport Beach, CA 92663 94967xxxx3
Price, Michael, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx6 dns*****@a***.com
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
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
TFC Credit Services 3941 S Bristol St Ste D-147 Santa Ana, CA 92626
80088xxxx2 adr***@c****.com
Eggleston, Thomas J 1901 Main St, Irvine, CA 92614
94995xxxx2 acc**********@m************.com
Desiree Patna Enterprises Inc 2601 Main St Ste 560, Irvine, CA 92614
94922xxxx5 aar**********@t********.com 4145
Freeman, Alan 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx7 aar*******@u**.com
M2 Investment Advisor 11770 Warner Ave, Fountain Valley, CA 92708
71424xxxx1 aal**********@m*******.com
The Saddleback Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
81826xxxx0 dns*****@a***.com 34
Syn-Mar Associates 505 E 1st St Ste H, Tustin, CA 92780 71450xxxx6
HABERL Wealth Management 7777 Center Ave, Huntington Beach, CA 92647
71479xxxxx3 chr**@h***********.com 264 256
William Notrica - RBC Wealth Management Financial Advisor 610 Newport Center Dr Suite 900, Newport Beach, CA 92660
94972xxxx7
Sage Point Financial 10061 Talbert Ave Ste 200, Fountain Valley, CA 92708
71496xxxx0 dom****@a***********.com 2765 26 3300
Premier OC Family Financial 10540 Talbert Ave Fountain Valley, CA 92708 71487xxxx6
Hankey Investment Company 2125 Westcliff Dr, Newport Beach, CA 92660
94954xxxx1 a.g**@h****.com
Levine & Associates 16168 Beach Blvd Ste 151 Huntington Beach, CA 92647
71484xxxx0 5 5
Royal Alliance Assoc Inc 4701 Teller Ave Ste 101, Newport Beach, CA 92660 94926xxxx0 aba*****@r************.com 2760 26 3300
Majestic Capital Investment 18881 Von Karman Ave, Irvine, CA 92612
94964xxxx2 aow**@a*********.com
Edward Jones - Financial Advisor: Elizabeth P Thai 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 87384 100000 5 1
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Aslan Capital Management 3200 Bristol St, Costa Mesa, CA 92626
94946xxxx0 asy****@a******.com
Ronald O Kindschi Investments 3010 Old Ranch Pkwy Ste 215, Seal Beach, CA 90740 56249xxxx0
Rowe, Richard B, PHD 2120 Main St Ste 120, Huntington Beach, CA 92648
71496xxxx2 aad********@s****************.com
Michelle Tascoe Financial Coaching Los Angeles, CA 90004
20928xxxx6 5 11 4.9 51
Royal Alliance Associates 4701 Teller Ave Ste 101 Newport Beach, CA 92660 56236xxxx8 5 1
Northwestern Mutual Financial Network 18191 Von Karman Ave Irvine, CA 92612
94962xxxx0 aar**********@n***.com 1.7 6 107316 16165 108000
Financial for Life Fountain Valley, CA 92708 71465xxxx5
R & B Investment 1762 San Juan St, Tustin, CA 92780 71473xxxx9
LPL Financial 333 City Blvd W, Orange, CA 92868
71470xxxx6 aar********@l**.com
E3 Financial 4100 Newport Place Dr Ste 650, Newport Beach, CA 92660
94972xxxx4 aar************@a**.com 3927
Jay Derusso 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
LPL Financial 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx1 aar********@l**.com
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
Lufon Investments 17822 17th St Ste 212, Tustin, CA 92780 71422xxxx9 a.j*********@e**********.com 85136
Ortega, Michael 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Vartanyan Wealth Management 2043 Westcliff Dr # 213, Newport Beach, CA 92660
94961xxxx4 ada*@v**************.com
Carandang, Rey 611 Anton Blvd, Costa Mesa, CA 92626
71442xxxx1 bri*********@c************************.com
Crown Capital Securities 725 W Town And Country Rd, Orange, CA 92868
71454xxxx1 ban******@c*********************.com
Ashwill Investments 18271 Mcdurmott W, Irvine, CA 92614
94947xxxx8 joh*@a*********.com
Crown Capital Securities 101 Main St Ste 260, Huntington Beach, CA 92648 71453xxxx4
Strategic Equity Group 6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707
71475xxxx8 cho****@a*************.com
Caruso Affiliated Holdings 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94971xxxx1
Poole, Michael 500 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 ban**********@e****.bankofamerica
Ed Martell & Associates 9550 Warner Ave # 336, Fountain Valley, CA 92708 71482xxxx3
Stan DiLiberto, CPA, CFP 12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740
56249xxxx5 sta*@c*********.com 4.8 55 4.7 27
He & Chen Investment 1221 W Alton Ave, Santa Ana, CA 92707 94920xxxx6
Edward Jones 18837 Brookhurst St # 205, Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 4.713 86755 98000
World Financial Group Inc 2099 S State College Blvd, Anaheim, CA 92806
71477xxxx5 con****************@t***********.com
Justtini Aliaga - TIAA Wealth Management Advisor 19200 Von Karman Ave 4th floor, Irvine, CA 92612
87720xxxx0 acc******************@t***.org 90946 525 91000
Morgan Stanley Wealth Management 1901 Main St Ste 800, Irvine, CA 92614
94995xxxx0 acm***********@m************.com
Silversage Advisors 19200 Von Karman Ave Ste 370 Irvine, CA 92612
94922xxxx5 dsa***@s*****************.com 3 5 1
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
Eternity Financial Alliance 4695 MacArthur Ct Fl 11 Newport Beach, CA 92660
86688xxxx7 inf*@e**.agency 5 10 5 1
Frome Investments 151 Kalmus Dr, Costa Mesa, CA 92626
71464xxxx0 bbe******@f*******.com 1.8 10 4.2 5 25
Lee Franchises Investments 7821 Edinger Ave, Huntington Beach, CA 92647 71489xxxx6
Barney Smith 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0
Wells Fargo Advisors 19840 Beach Blvd, Huntington Beach, CA 92648 71496xxxx7
Nick Socha - Northwestern Mutual 18575 Jamboree Rd Ste 400 Irvine, CA 92612
94962xxxx6 ade********@n*.com 46 49
Equico 535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0 abo*****@r********.com
Procurus Wealth Management 4101 Birch St Ste 110, Newport Beach, CA 92660 94922xxxx8
Pension Profit Sharing Service Inc 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx1 bfl*****@p******.com
Clay Northam Wealth Management 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56279xxxx7 bcl**@c**********.com
Tryon Company 18022 Cowan Ste 215, Irvine, CA 92614
94933xxxx9 joh*@t*********.com
Integrity Financial Advisory 10101 Slater Ave Ste 250, Fountain Valley, CA 92708
71437xxxx8 adm**@i**********.com
Crystal Springs Apartments 10244 Warner Ave, Fountain Valley, CA 92708
85533xxxx0 adr************@s*************.com 4.9 253 12642 12000
Zacks Investment Research Inc 18300 Von Karman Ave, Irvine, CA 92612 76074xxxx9
Securities America Inc 1300 N Bristol St Ste 285, Newport Beach, CA 92660
94975xxxx0 aad********@s****************.com
Alpha Cubed Investments 450 Newport Center Dr Ste 440, Newport Beach, CA 92660
94970xxxx3 alp**@a********************.com
Surf City Investors, LLC P.O. Box 6093, Huntingtn Bch, CA 92615
94968xxxx7 gab*@s****************.com
Woodbury Financial Services 3070 Bristol St. Suite 500, Costa Mesa, CA 92626
94920xxxx4 bre**@j**********.com
Jdj Investments 2102 Business Center Dr, Irvine, CA 92612 94925xxxx3
Edward Jones 311 Main St, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 85136
NRG Resources, Inc. 18301 Von Karman Ave Ste 1050, Irvine, CA 92612 71468xxxx0
Trilogy Financial Services 17011 Beach Blvd Huntington Beach, CA 92647
71484xxxx7 a@t********.com 4.4 7
D.A. Davidson 3333 Michelson Dr, Irvine, CA 92612
71432xxxx0 a.a@d*********.com 844 1100
Umpqua Bank 4040 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 ana***************@u*********.com 3.9 1174 50746 606 49000
CIBC Private Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94988xxxx0 alb***********@c***.com 2118 2200
Perla Capital Group 4 Park Plz Ste 1240, Irvine, CA 92614 94925xxxx7
Orange County Investment Group 10540 Talbert Ave # 270W, Fountain Valley, CA 92708
71496xxxx8
Guardians Wealth Management 94920xxxx5
Global Infrastructure Solutions Inc 660 Newport Center Dr, Newport Beach, CA 92660
21364xxxx9 buf****@g***.com
I Q Investments Inc 1547 W Katella Ave, Orange, CA 92867 71453xxxx0
Downie Financial Group- Dave Ramsey Smartvestor Pro 26050 Acero, Mission Viejo, CA 92691
71490xxxx5 cli**@c**********.com 5 10
E Mortgage Capital 18071 Fitch Irvine, CA 92614
85556xxxx0 aab****@e***************.com 4.8 291 26311 114
Winten Investments 421 N Brookhurst St Ste 223, Anaheim, CA 92801 71477xxxx5
Allen & Caron Inc 2151 Michelson Dr Ste 120, Irvine, CA 92612
94947xxxx0 and***@a*********.com
Genesis Investments & Financial Services 16119 Redwood St, Fountain Valley, CA 92708 71488xxxx1
N T Investor Service 12666 Brookhurst St, Garden Grove, CA 92840 81848xxxx9
Buffalo Capital Corporation 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx9 jdo*@b*************.com
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 25
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
Ravi Chand - Northwestern Mutual 18191 Von Karman Ave Ste 100 Irvine, CA 92612
94976xxxx9 ann********@n*.com
McA Trading 101 Main St, Huntington Beach, CA 92648 71453xxxx5
808 Renewable Energy 5011 Argosy Ave Ste 4, Huntington Beach, CA 92649 71489xxxx2
Thrivent Financial 34 Executive Park Ste 210, Irvine, CA 92614
80084xxxx6 a.v@t*******.com
Oconnor & Co Securities 2901 W Coast Hwy, Newport Beach, CA 92663
94976xxxx0 bst*****@o****.com
Wells Fargo Bank 16025 Brookhurst St, Fountain Valley, CA 92708
71477xxxx5 aar**********@w*********.com 3.4 26 155027 11
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
Private Wealth Management | U.S. Bank 18300 Von Karman Ave, Irvine, CA 92612
94944xxxx1 aar************@u*****.com 345376 5428 348000
Mitchell Financial Solutions 201 Sandpointe Ave Ste 228, Santa Ana, CA 92707 71466xxxx2
Stone hatcher Financial 333 City Blvd W Ste 2050 Orange, CA 92868
71470xxxx6 inf*@b************************.com 5 2
Chi Luu - First Financial Security 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
71468xxxx2 chi*@f***********.com 5 2 5 18
RBC Wealth Management Branch-Newport Beach 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx1
Smith, Thomas E, AGT 2020 Main St, Irvine, CA 92614
94933xxxx0 dns*****@a***.com
World Financial Group 15361 Brookhurst St Ste 212, Westminster, CA 92683 65722xxxx8
Rennie & Associates 1608 Galaxy Dr, Newport Beach, CA 92660 94965xxxx2
Newport Beach Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4 aar**********@r***********.com
Equico 575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0
Klarin and Associates 20101 SW Birch St Ste 210 Newport Beach, CA 92660
94983xxxx1 ame****@k******************.com 4.4 7
Trust E Tech 3303 Harbor Blvd, Costa Mesa, CA 92626
71444xxxx5 ang***@t*********.com
Podium Financial Group Inc 2183 Fairview Rd Ste 108, Costa Mesa, CA 92627
94951xxxx3 inf*@p**************.com
Equity Source 940 S Coast Dr Ste 215 Costa Mesa, CA 92626
87733xxxx0
Investment Professionals 15 Rainstar, Irvine, CA 92614 94978xxxx1
Gregg Stapp Insurance Services 810 E Commonwealth Ave, Fullerton, CA 92831
71468xxxx4 pri***********@h***********.com 5 9
Wealth Management Corp 800 Newport Center Dr, Newport Beach, CA 92660 94972xxxx7 bra**********@s**********.com
TNL Car Title Loans 710 S Brookhurst St Ste J, Anaheim, CA 92804
65722xxxx0 3ce*************************************@w*****************.com
Bear Investments 2912 E Coast Hwy, Corona Del Mar, CA 92625 94921xxxx0
Van Uden, Mark J 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Happy Investments, Inc. Fountain Valley Ca 16027 Brookhurst St I-218D, Fountain Valley, CA 92708
65721xxxx7 hii****@g****.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
Allen Family Trust 1 Thunderbird Dr, Newport Beach, CA 92660 94964xxxx6
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
Sperry Van Ness 18881 Von Karman Ave Ste 800, Irvine, CA 92612
94970xxxx0 aar********@s**.com 1207 5
Pmb Securities 450 Newport Center Dr Ste 110, Newport Beach, CA 92660
94946xxxx0 j.k****@p************.com
U.S. Bancorp Investments - Financial Advisors: John Chipian 500 S Main St, Orange, CA 92868
71436xxxx1 ale************@u*****.com 345236 5467 348000
Royal Alliance Associates Inc 2010 Main St Ste 130, Irvine, CA 92614
94955xxxx0 aba*****@r************.com 2760 26 3300
Steadfast Properties 20320 SW Birch St, Newport Beach, CA 92660
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
Wealth Strategies Group 17011 Beach Blvd #150, Huntington Beach, CA 92647 71438xxxx4 1 1
Nassau, Steve 1901 Main St, Irvine, CA 92614
94995xxxx5 acc**********@m************.com
Fountain Valley Financial Center 11770 Warner Ave STE 119, Fountain Valley, CA 92708 71444xxxx5
Edward Jones - Financial Advisor: Louis W Rizzacasa 790 The City Dr S Ste 430, Orange, CA 92868 71446xxxx6
Vance Long | United American Mortgage 3198-F Airport Loop Dr Costa Mesa, CA 92626
71442xxxx7 chr**@l*******.com 4.9 33
Thai, Elizabeth P 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 86710 98000
Reef Point, LLC 3525 Hyland Ave Ste 145, Costa Mesa, CA 92626
71458xxxx6 *re*@r***********.com 3 2 42
Amy Nitao & FFS Associates 2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704
71436xxxx9 nro****@b*****.com 5 15
Rex Behrashi - CFP Financial & Insurance Strategies 201 East Sandpointe Ste 228 Santa ana, CA 92707
31070xxxx9
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
Capital Reserve Advisors Inc 5015 Birch St, Newport Beach, CA 92660 94975xxxx9
Stauffer, Dave 2677 N Main St, Santa Ana, CA 92705
71464xxxx4 acc**********@m************.com
Ameriprise Financial 660 Newport Center Dr Ste 740, Newport Beach, CA 92660
94971xxxx7 ame******************@a***.com
Hartfelder, Jack 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Garte & Associates Inc 19200 Von Karman Ave, Irvine, CA 92612 94962xxxx3
Henry, Daniel S 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8
Edward Jones - Financial Advisor: Brian K Clark 1467 N Wanda Rd Ste 175, Orange, CA 92867
71494xxxx3 a.j*********@e**********.com 85274
Strategic Financial Group 18191 Von Karman Ave Ste 100, Irvine, CA 92612 94962xxxx0
Cerity Partners 18881 Von Karman Ave Irvine, CA 92612
21220xxxx0 aad***@c*************.com
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
Edward Jones - Financial Advisor: Markus Wong 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 72 74
Gillespie, Thomas 2 Park Plz, Irvine, CA 92614
56230xxxx7 dns*****@a***.com
Soundboard Invest 2102 Serrano Ave, Newport Beach, CA 92661 94920xxxx9
Adventures Investments 205 Berkley St, Anaheim, CA 92804
61748xxxx3 aga*****@f*******.com
Davidson, Samuel J 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx9 abc*******@u**.com
Ruan Investments 1523 W Katella Ave, Anaheim, CA 92802 71479xxxx3
Legacy investments 2320 Harbor Blvd # 200, Costa Mesa, CA 92626 88861xxxx1
Mr. Smart Tax 4590 MacArthur Blvd, Newport Beach, CA 92660
80042xxxx0 con****@m*********.com 4.5 8
Royal Alliance Assoc Inc 12377 Lewis St Ste 102, Garden Grove, CA 92840 71475xxxx9
SchoolsFirst Federal Credit Union 18651 Brookhurst St Fountain Valley, CA 92708
84442xxxx0 aga****@s**************.org 4.8 40 4.8 88 94926 145 95000
JMB Financial Managers 43 Corporate Park, Irvine, CA 92606
94925xxxx4 inf*@j*********.com 73
Investments PDC 450 Newport Center Dr, Newport Beach, CA 92660 94970xxxx5
Girling Reig 332 Marine Ave, Newport Beach, CA 92662
94928xxxx2 dav*@g**********.com
Householder, Jeff 2121 E Coast Hwy, Corona Del Mar, CA 92625
94964xxxx6 acc**********@e**********.com 86718 98000
Norco Capital 20151 SW Birch St, Newport Beach, CA 92660 94955xxxx8
Nuveen Investments 1 Park Plz Ste 325, Irvine, CA 92614
94944xxxx0 aar*************@n*****.com 1812 2000
Irvine Wealth Management 9870 Research Dr, Irvine, CA 92618
94978xxxx8 mat****@i*******.com 5 9 106
The Samuel & Ruth Song LTD Partnership 20372 Brentstone Lane, Huntington Beach, CA 92646 95137xxxx5
Investor Financial Services 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Wealth Management Solutions. LLC East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com
Southwest Investments 17962 Sky Park Cir, Irvine, CA 92614 94941xxxx6
Kodiak Capital Group 260 Newport Center Dr, Newport Beach, CA 92660
94943xxxx0 inf**@k**********.com
Quintessential Financial 2372 SE Bristol St Ste C Newport Beach, CA 92660
94977xxxx5 inf*@m************.com 6 5 1 4.6 153 69126 796 68000
Orange County Investment Group 2055 Loggia, Newport Beach, CA 92660 94954xxxx5
Option One Investments 9599 Newfame Cir, Fountain Valley, CA 92708 71424xxxx4
R S Crum Inc 4 Upper Newport Plz, Newport Beach, CA 92660
94942xxxx6 car**@r*****.com
Greenfield & Associates 16742 Gothard St Ste 211 Huntington Beach, CA 92647
62638xxxx7 bao********@g************.us 5 4 4 4 5 6 6400
Cobalt Unlimited 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71489xxxx0 mel****@c****************.com 5 2 219 3 214
Wealth Management Group 18201 Von Karman Ave, Irvine, CA 92612 94975xxxx1
Warren Street Wealth Advisors 4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660
65750xxxx5 bla**@w*****************.com 5 17
Green Street Advisors 660 Newport Center Dr Ste 800, Newport Beach, CA 92660
94999xxxx0
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
CBM Wealth Management - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc*******@u**.com
Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 adm**@b*******.com
Combe, Jeremy, AGT 2 Park Plz, Irvine, CA 92614
94966xxxx0 dns*****@a***.com
Saint Investment Group Inc. 555 Anton Blvd Suite 225, Costa Mesa, CA 92626 71433xxxx0
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
Back Bay Funding 19600 Fairchild Ste 150, Irvine, CA 92612
94965xxxx0 ala*@w***********************.com 493 139 477
DKJ Investments 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0
Greenberg Graham Advisors 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx0 jgr****@g*********.com
LPL Financial 1503 S Coast Dr # 204, Costa Mesa, CA 92626
71467xxxx5 aar********@l**.com
Great Pacific Securities 151 Kalmus Drive Suite, H8, Costa Mesa, CA 92626
71461xxxx0 adm***@g*******.com
Warland Investment 6141 Katella Ave, Cypress, CA 90630 71482xxxx9
Thrivent Financial-Lutherans 5200 Warner Ave Ste 107, Huntington Beach, CA 92649
71484xxxx0 a.v@t*******.com 411518 401000
Wohl Investment Co 14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94970xxxx0 *re*@w*************.com
Stephen Shin - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 joh*******@c*.rbcwealthmanagement
LPL Financial 4000 Birch St Ste 201d, Newport Beach, CA 92660
94955xxxx5 aar*********@l**.com 20010 214 21000
Valley West Financial Insurance Services 17054 Magnolia St, Fountain Valley, CA 92708
80026xxxx2 aim*@v*********.net 4.9 86
Pacific Terra Wealth Management 4340 Von Karman Ave Ste 200, Newport Beach, CA 92660
94940xxxx4 ali***@p*************.com
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
XOA TAX 2211 Michelson Dr Ste 900 Irvine, CA 92614
65782xxxx8 con****@x*****.com 5 3
Meridian Capital Management 3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 56259xxxx0
NextFha Mortgage 2100 Main St Ste St., Irvine, CA 92614
94980xxxx0 dav********@w*****.com
W Management 17150 Newhope St ste 216, Fountain Valley, CA 92708 2.1 31
Premier Tax CFO 1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 71487xxxx2 5 1
Kost Investment Group 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 joh*******@c*.rbcwealthmanagement 80 8 83
Timothy G Hassell Serving theFountain Valley Area 94941xxxx9
Kallenberger Jones & Co 245 Fischer Ave, Costa Mesa, CA 92626
71443xxxx0 han*@k****************.com
Gates & Associates 16541 Gothard St Ste 104 Huntington Beach, CA 92647 71476xxxx0 5 2
Check Capital Management 575 Anton Blvd # 500, Costa Mesa, CA 92626
80071xxxx7 aeb*****@c***********.com 4.6 18
Hamy Sharifi-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx3 aab****@b************.com 98589 1302
Newport Advisory 4695 Macarthur Ct, Newport Beach, CA 92660
94962xxxx0 aj@n**************.com
Wealth Coast - Wealth Management and Insurance Solutions 18575 Jamboree Rd #200, Irvine, CA 92612
94986xxxx0 den**********@n*.com 92
Global Investments Inc 294 Ambroise, Newport Coast, CA 92657
94972xxxx7
Aarons & Aarons Inc. 2790 Harbor Blvd, Costa Mesa, CA 92626 71473xxxx5
Stamper Capital & Investment 2721 E Coast Hwy, Corona Del Mar, CA 92625
94967xxxx7 sep**********************@r************.com
Prudential Financial 3333 Michelson Dr Ste 820, Irvine, CA 92612
94956xxxx0 a.w*****@p*********.com
Diversified Securities Inc 17862 17th St, Tustin, CA 92780
71454xxxx0 cha*@d******.com
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
Martin Klein - RBC Wealth Management Financial Advisor 610 Newport Center Dr Suite 900, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157 157
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
Empirical Wealth Management 2020 Main St Ste 340 Irvine, CA 92614
94954xxxx0 aba****@e********.net 2500
David Rae Certified Financial Planner Huntington Beach, CA 92647
31075xxxx0 dav******@f*****************.com
Port Securities 2713 W Coast Hwy, Newport Beach, CA 92663
94957xxxx6 abr***@p**********.com
Orange Capital Management 333 S Anita Dr Ste 700 Orange, CA 92868
71463xxxx1 agu******@o**********************.com 3 2
Paul Lieu - Calton & Associates 15061 Springdale St Ste 107 Huntington Beach, CA 92649
71446xxxx6
Ck Cooper & Company 18300 Von Karman Ave Ste 700, Irvine, CA 92612 94947xxxx2
American Jl Investment Group 1442 Irvine Blvd, Tustin, CA 92780 71450xxxx8
Ameriprise Financial 4425 Jamboree Rd Ste 117, Newport Beach, CA 92660
94938xxxx7 dns*****@a***.com
Low, Andrew 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx7 abc***@u**.com
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
Wealth Creation Insurance Services 10161 Bolsa Ave Ste 204B Westminster, CA 92683
71471xxxx1 emi**@w**********************.com
La Chispa Investment 161 Fashion Ln, Tustin, CA 92780 71473xxxx7
Mellow, Allen R 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
Edward Jones - Financial Advisor: Nick Peterson 940 S Coast Dr Ste 250 Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 228
Mike Valiente - Legacy & Wealth Finacial Advisors 300 Spectrum Center Dr #400, Irvine, CA 92618
94952xxxx5 imp******@g****.com
Birch Capital 5000 Birch St Ste 3000, Newport Beach, CA 92660
88838xxxx7 ale*@b*******.com
Gardena Financial 1516 W Redondo Beach Blvd, Gardena, CA 90247
42499xxxx9 4.8 35 4.7 159 45
Edward Jones - Financial Advisor: Felicia Y Gonzalez 5855 E Naples Plz Ste 100, Long Beach, CA 90803 56243xxxx1
Rs Crum 4 Upper Newport Plz Ste 201 Newport Beach, CA 92660
94942xxxx6 car**@r*****.com 5 4
Loan Services 14762 Colletta Pl, Westminster, CA 92683 71425xxxx7
Breeden, Clifford 14771 Plaza Dr, Tustin, CA 92780
94925xxxx4 dns*****@a***.com
Branch Investment Group 901 Dove St, Newport Beach, CA 92660 94975xxxx2
David Thompson - RBC Wealth Management Branch Director 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Cimco 250 Fischer Ave, Costa Mesa, CA 92626 71436xxxx0
Belle Investment Corp 1400 Mcgaw Ave, Irvine, CA 92614 94986xxxx3
LPL Financial 5015 Birch St, Newport Beach, CA 92660
94955xxxx0 aar********@l**.com
H Roark Investment Banking Inc. 4750 Von Karman Ave, Newport Beach, CA 92660 94925xxxx5
Adam MacDonald - RBC Wealth Management Financial Advisor 610 Newport Center Dr Suite 900, Newport Beach, CA 92660
94972xxxx5 rbc*********@r**.com
Richard Rustin - LPL Financial Planning Services HUNTINGTN BCH, CA 92649
71437xxxx0 aar********@l**.com 20104 234 21000
Ameriprise Financial 1 Park Plz Ste 600, Irvine, CA 92614
94926xxxx1 ame******************@a***.com
Insight Investments 7012 Belgrave Ave, Garden Grove, CA 92841
71462xxxx0 aad****@i*****************.com
Crown Wealth Management 2900 Bristol St Suite B-106, Costa Mesa, CA 92626
71496xxxx0 aka**@c******.com
Edward Jones - Financial Advisor: Jared R Dahline 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 86737 98000
The Line SA Investors 3000 Westminster Ave, Santa Ana, CA 92703 71426xxxx7
Edward Jones 13001 Seal Beach Blvd, Seal Beach, CA 90740
56259xxxx2 a.j*********@e**********.com 147
Neuberger Berman 620 Newport Center Dr Ste 250, Newport Beach, CA 92660
94946xxxx0 abc***@n*.com
Ameriprise Financial 17822 17th St Ste 102, Tustin, CA 92780
71473xxxx1 ame******************@a***.com 132834
Bank of America Financial Center 7731 Edinger Ave Huntington Beach, CA 92647
71490xxxx3 and********@m*.com 1.4 67
Clearview Wealth Management, LLC 4 Venture suite 120, Irvine, CA 92618
94933xxxx4 abd******@c***********.com 5 2 108
SchoolsFirst Federal Credit Union 2300 Harbor Blvd Costa Mesa, CA 92626
84465xxxx3 aab******@s**************.org 4.7 52 4.2 54 94806 131 95000
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
Edward Jones - Financial Advisor: Stephanie Bartels 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740
56243xxxx6 a.j*********@e**********.com
Lavering Investments 505 N Tustin Ave, Santa Ana, CA 92705 71433xxxx8
Medici Capital 520 Newport Center Dr Ste 620, Newport Beach, CA 92660
94970xxxx5 inf*@m*****************.com
OC Financial Group 134 Liberty St, Tustin, CA 92782
94937xxxx4 joh*@o***************.com
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92802 71468xxxx0
Christenson, Peter 2 Park Plz, Irvine, CA 92614
94997xxxx4 dns*****@a***.com 55 57
Jeffrey Kolsin CPA, Inc. 9550 Warner Ave Ste 250-06 Fountain Valley, CA 92708
71474xxxx2 jef****@u********.com 4.2 5
Whittier Trust Company 3200 Park Center Dr Costa Mesa, CA 92626
94921xxxx0 aau**@w************.com 164 13 195
Leonid 16400 Pacific Coast Hwy, Huntington Beach, CA 92649
56254xxxx9 inf*@e***************.io 210 236
Maxim Capitol Advisors Inc 4695 Macarthur Ct, Newport Beach, CA 92660
94975xxxx3 ant****@c******************.net
Edward Jones - Financial Advisor: Nathan Kieu 19742 Macarthur Blvd, Irvine, CA 92612
94972xxxx8 a.j*********@e**********.com 87631 100000
Danzi Capital Group Serving theFountain Valley Area 94926xxxx0
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 345417 5420 348000
Tremont Realty Capital 1786 Orange Ave, Costa Mesa, CA 92627 94921xxxx0
Handmade Investments A I 17462 Von Karman Ave, Irvine, CA 92614 71439xxxx4
Lee Robinson CFP, EA 315 3rd St Ste C Huntington Beach, CA 92648
71496xxxx6 lee*****@v******.net 4.2 5
Wealth Management Services Inc 15771 Grey Oaks St, Westminster, CA 92683
71479xxxx9 inf*@w****.com
American Strategic Capital Inc. 949 S Coast Dr Ste 280, Costa Mesa, CA 92626 71452xxxx3
Skyhill Financial, Inc 5762 Bolsa Ave, Huntington Beach, CA 92649
71465xxxx8 bra******@s***************.com
The Focal Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx6 acc**********@m************.com
Curtis Ostling-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx4 acm***********@m************.com
Tymatt Securities 4023 Birch St, Newport Beach, CA 92660 94925xxxx0
Strattford Capital 10900 Magnolia Ave, Anaheim, CA 92804 71482xxxx0
Pacific Commercial Investments 333 Bayside Dr, Newport Beach, CA 92660
94972xxxx0 ada*@p*********.com
Lifestyle Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
94983xxxx3 aar*********@s******.com 9472 9500
Marion Consulting 1604 E 4th St Ste A, Santa Ana, CA 92701
71424xxxx4 aga****@k************.com
Diversified Real Estate Investments LLC 2400 E Katella Ave Ste 804, Anaheim, CA 92806 71490xxxx8
Orange County’s Credit Union 10111 Adams Ave Ste 101 Beachmont Plaza Huntington Beach, CA 92646
88835xxxx8 bne****@o**************.org 4.4 107
Aura Investment Partners 5429 Residencia, Newport Beach, CA 92660
94987xxxx2 akk****@a*************.com
Western Investment Corp 620 W Orangewood Ave, Anaheim, CA 92802 71497xxxx0 aa@w************.com 3.5 374
SMS Investment Group 4695 Macarthur Ct, Newport Beach, CA 92660
94997xxxx0 aja*******@s******.com 350 59 359
Edward Jones - Financial Advisor: Jaime A. Torres 7755 Center Ave Ste 1010, Huntington Beach, CA 92647 71490xxxx6
Buchanan Street Partners 3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660
94972xxxx4 ade****@b*************.com 3.3 3
Tu Tran Cfp 17822 17th St, Tustin, CA 92780 71473xxxx1
Rcp Advisors Inc 949 S Coast Dr Ste 550, Costa Mesa, CA 92626
94933xxxx0 aab***@r**********.com
L Squared Capital Partners 3434 Via Lido, Newport Beach, CA 92663
94939xxxx8 aki****@l**********.com
Monaco Financial 4900 Birch St, Newport Beach, CA 92660
94975xxxx3
Buckingham Strategic Wealth 3 Park Plz, Irvine, CA 92614
87769xxxx2 adm**@b****************.com 553 6 650
Winn Financial & Management 6395 Westminster Blvd, Westminster, CA 92683
71488xxxx6 and********@w************.us 4.9 44 4883 50 5100
Crossharbor Capital Partners 520 Newport Center Dr, Newport Beach, CA 92660
94943xxxx0 aj@c*****************.com
Hammond Investment Group 14536 Brookhurst St Ste 101, Westminster, CA 92683 71453xxxx7
Yaco Investments Inc 918 E Vermont Ave, Anaheim, CA 92805 71499xxxx5
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ 18837 Brookhurst St # 205, Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 5 3 86755 98000
Victoria Riverside Inc 9802 Big Sur Dr, Huntington Beach, CA 92646 71496xxxx5
Theresa Kost - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx9 the*********@r**.com 80 8 83
SunAmerica 17094 Magnolia St, Fountain Valley, CA 92708
71484xxxx8 aad*****@s*********.com
Raghib, Mohammad, AGT 5242 Katella Ave, Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
Ameriprise Financial 17772 17th St Ste 111, Tustin, CA 92780 71473xxxx8
Citadel Invest 3826 S Flower St Apt E, Santa Ana, CA 92707 71462xxxx7
Tustin Centre Holdings 1551 N Tustin Ave, Santa Ana, CA 92705
71455xxxx3 5 2
Knowlton Financial 3502 W Orange Ave, Anaheim, CA 92804 71468xxxx8
Belcourt Investments 3501 Jamboree Rd, Newport Beach, CA 92660 94972xxxx4
Online Trading Academy 17780 Fitch Ste 200 Irvine, CA 92614
88843xxxx2 abi*@t*************.com 3.9 132 109528 203 117000
Providential Securities 8700 Warner Ave, Fountain Valley, CA 92708 71459xxxx4
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
Tommy Mai Financial 8201 Westminster Blvd Ste 202 Westminster, CA 92683
71498xxxx9
Pride Investments 14441 Beach Blvd Ste 207, Westminster, CA 92683 71427xxxx3
Catherine Fullerton-Thrivent 18377 Beach Blvd, Huntington Beach, CA 92648
71496xxxx8 adm**@d***********.com
Alefi, Ozair 1901 Main St, Irvine, CA 92614
94995xxxx2 acc**********@m************.com
Edward Jones - Financial Advisor: Amy Worth 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 acc**********@e**********.com 1 1 87586 100000
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
Allan, Garth 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx5 abc*******@u**.com
Ameriprise Financial Services Inc 17291 Irvine Blvd, Tustin, CA 92780
71466xxxx0 ame******************@a***.com
American Healthcare Investors 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 ali****@a**************************.com
The Reserve Investments 4100 Newport Place Dr, Newport Beach, CA 92660
94977xxxx1 cha***@r*****************.com 127 39 131
Ameriprise Financial Advisors 101 Main St Ste 220 Huntington Beach, CA 92648 71453xxxx4 5 1
Johny Makhijani - Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx2 dns*****@a***.com 117 125
Edward Jones - Financial Advisor: Tom Choi 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 87631 100000
Goodyear Investment Inc 17195 Newhope St Ste 209, Fountain Valley, CA 92708
71455xxxx0 cro*******@t********.com
McGregor Financial Group Inc 19762 Macarthur Blvd, Irvine, CA 92612 94972xxxx8
Edward Jones - Financial Advisor: Bob Josten 307 Marine Ave, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 87631 100000
Edward Jones - Financial Advisor: Michael R Long 18002 Irvine Blvd Ste 102, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86230 96000
SOCAL INVESTMENT & REALTY 10840 Warner Ave STE 208D, Fountain Valley, CA 92708 94994xxxx8 1.01
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
Linco Investment Company 1107 Quail St, Newport Beach, CA 92660 94922xxxx0
LPL Investment Holdings Inc 18837 Brookhurst St, Fountain Valley, CA 92708
71463xxxx3 ben******@l**.com 124
Wells Fargo Advisors 4590 Macarthur Blvd, Newport Beach, CA 92660 94925xxxx7
Cymric Family Office Service 151 Kalmus Dr, Costa Mesa, CA 92626 71464xxxx2
NetCap Ventures Inc 4600 Campus Dr, Newport Beach, CA 92660 94925xxxx2
Labarthe, Jeff 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2
Pence Wealth Management - Financial Advisors 5000 Birch St Ste 8000, Newport Beach, CA 92660
94966xxxx7 aay************@p**********.com 1233 37 1300
Edward Jones 2540 Main St Ste W, Irvine, CA 92614 94986xxxx6
Ron Sterud and Associates 438 Main St Ste 220, Huntington Beach, CA 92648
71487xxxx4
Cooke Wealth Management 18881 Von Karman Ave Ste 1420 Irvine, CA 92612
94972xxxx0 coo********@c*************.com 5 2
Altura1 Investments LLC. 8 Corporate Park Ste 200, Irvine, CA 92606 94939xxxx6
Hattermann, Carl J 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx6 abc*******@u**.com
Anderson, Scott 1901 Main St, Irvine, CA 92614
94995xxxx9 acc**********@m************.com
Meece, Douglas 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx6 acc**********@m************.com
Newport Coast Capital Management 5000 Birch St Ste 600, Newport Beach, CA 92660 94972xxxx0
UBS Financial Services Inc 888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660 94976xxxx8 aar*******@u**.com 230237 243000
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
Bressette Co 949 S Coast Dr # 175, Costa Mesa, CA 92626 71443xxxx5 5 1
GLBP Investment Inc 10092 Chapman Ave, Garden Grove, CA 92840 71453xxxx3
Advanced Planning Group 4770 Campus Dr, Newport Beach, CA 92660
95177xxxx3 ada*@t*********.org 51 9
Phillip Ngo - State Farm Insurance Agent 18382 Brookhurst St Fountain Valley, CA 92708
71496xxxx8 phi****@p**************.com 4.8 134
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
Atlas Wealth Management Group, LLC 2372 Morse Ave, Irvine, CA 92614
88847xxxx5 inf*@a*******.com 31
Clearview Investment Partners 3151 Airway Ave Ste H-1 Costa Mesa, CA 92626
94920xxxx0 jan*@c******.com
Sage Point Financial 3723 Birch St, Newport Beach, CA 92660
94975xxxx2 dom****@a***********.com 2795 26 3300
American Express 9261 Krepp Dr, Huntington Beach, CA 92646 71496xxxx0 aar**@a**************.com 898016
American Capital Acquisitions 600 Anton Blvd, Costa Mesa, CA 92626 71498xxxx2
Griffin Capital Securities 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 ada*@g*************.com
Marric Wealth Management 4675 McArthur Ct Ste 725 Newport Beach, CA 92660
94937xxxx6
Wia 1 Newport Place Dr, Newport Beach, CA 92660 94985xxxx4
Hatman Invest Inc 725 S Beach Blvd, Anaheim, CA 92804 94952xxxx7
Stifel 895 Dove St Ste 400, Newport Beach, CA 92660
94925xxxx4 abb****@s*****.com 4756 5200
Man-Cal Inc 711 W 17th St, Costa Mesa, CA 92627
94972xxxx5 ap.*******@m*****.com
Baumgardner, Jay 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx8 alb************@u**.com
Upfront Advisor 94943xxxx4
Affinity24 1322 Bell Ave Ste 1L Tustin, CA 92780
84472xxxx4 aus***@a*********.com 5 9
Jermaine Jamison-Platinum Financial Services Advisor, Ameriprise Financial Services 2 Park Plz, Irvine, CA 92614
94997xxxx1 dan***********@a***.com
KV Financial Services 9569 Bolsa Ave Westminster, CA 92683 71441xxxx9 5 2 5 3
Modern Wealth Advisors 3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626 94946xxxx9
Prudential Financial 3333 Michelson Dr, Irvine, CA 92612
94944xxxx0 aar*******************@p*********.com 558349 564000
Oak Bridge Advisors Inc 4000 Macarthur Blvd Ste 550, Newport Beach CA, 92660, Newport Beach, CA 92660
94968xxxx0 jaz**@o****************.com
Edward Jones - Financial Advisor: Hai B. Phan 18426 Brookhurst St Ste 206 Fountain Valley, CA 92708
71496xxxx0 acc**********@e**********.com 87586 100000
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
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
Row Asset Management 450 Newport Center Dr, Newport Beach, CA 92660
94947xxxx1 ak@r****.com
Michael Ray Income Tax Service 4622 Katella Ave Ste 201, Los Alamitos, CA 90720
56259xxxx3 cap*******@g****.com 48 5 5 24 10 25
Apex Investment Planning Service 18800 Von Karman Ave, Irvine, CA 92612
94966xxxx0 inf*@t****.com
Edward Jones - Financial Advisor: Ryan T Omoto, AAMS™ 19900 Beach Blvd Suite I, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 4.5 2 112 122
Triton Investment Advisors 18672 Florida St Ste 202B, Huntington Beach, CA 92648 71437xxxx0
BML Wealth Management 2 Park Plaza #280, Irvine, CA 92614
94968xxxx5 bml**********@d*****************.com 5 1 196 9 222
Warland Investments 11155 Knott Ave Ste J, Cypress, CA 90630
71437xxxx3 car*@w******.com
DJM Investments 3198 Airport Loop Dr, Costa Mesa, CA 92626
30558xxxx3 dav**@d*************.net
Pure Financial Advisors 2020 Main St Ste 690 Irvine, CA 92614
94977xxxx0 abb********@p************.com 1667 1700
MetLife 17542 17th St Ste 410, Tustin, CA 92780
71473xxxx0 a@m******.com 694834 4075
Signature Estates and Investment Advisors 2010 Main St, Irvine, CA 92614
94970xxxx8 adm**@s***.com
IWM Partners, LPL Wealth Advisors 3 Park Plaza suite 1490, Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 1
Vestar/Gray INVESTORS 17622 Armstrong Ave, Irvine, CA 92614 94986xxxx1
Eladio Correa - Ameriprise Financial Services, Inc. 101 Main St Ste 220, Huntington Beach, CA 92648
71437xxxx0 dns*****@a***.com
Investor Solutions Group 18377 Beach Blvd Ste 323, Huntington Beach, CA 92648
71484xxxx5
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
Clear Mortgage Capital 19800 MacArthur Blvd Ste 880 Irvine, CA 92612
86623xxxx8 alu***@c*******************.com 4.4 34 139 13
Affinity Investment Advisors 18111 Von Karman Ave Ste 550, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
One Stop Realty & Financial 14351 Euclid St Ste 1S Garden Grove, CA 92843 71465xxxx1 5 14 4.6 22
Edward Jones - Financial Advisor: Jason Jiang 18200 Von Karman Ave Ste 560 Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 2
Barbara Stowell: LPL Financial Advisor 9550 Warner Ave Ste 300, Fountain Valley, CA 92708
71496xxxx0 ahe*******@i**********.com 5 1
Vosc Investments 12534 Valley View St, Garden Grove, CA 92845 71437xxxx0
Bridgewater Captial Corp 2 Park Plz, Irvine, CA 92614
94925xxxx0 and**@b************.com
Frome Investments 6372 Industry Way, Westminster, CA 92683 71437xxxx7
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Swick Lam Assett Management 940 S Coast Dr, Costa Mesa, CA 92626 71485xxxx0
Kempton Accountancy 3420 Bristol St Ste 600 Costa Mesa, CA 92626
71494xxxx3 inf*@k*****************.com 5 2
Fidelity Investments 1600 Newport Center Dr Suite 100, Newport Beach, CA 92660
80036xxxx0 a61****@f*******.com 3.5 2 329254 353000
The Linzmeier Pitcher Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Sage Investco Deux 3837 Birch St, Newport Beach, CA 92660 94995xxxx0
Warland Investments 5740 Warland Dr, Cypress, CA 90630 56259xxxx3
Crossmark Financial 1601 Dove St Ste 199, Newport Beach, CA 92660
94944xxxx0 bry**@c*****************.com
Thuan Bui Santa Ana, CA 92704 71442xxxx2 5 1
Yao, Yijun 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Heimler & Associates CPA 17880 Sky Park Cir Ste 110 Irvine, CA 92614
94925xxxx2 deb@h*********.com 5 1
Graystone Investment Corporation 9465 Garden Grove Blvd Ste 200, Garden Grove, CA 92844 71433xxxx1
A & K Investment 18350 Mount Langley St, Fountain Valley, CA 92708 71496xxxx6
Transworld Financial 19400 Beach Blvd Ste 5, Huntington Beach, CA 92648
71446xxxx0 mdo***@t***********.com
Wells Fargo Advisors 11869 Valley View St, Garden Grove, CA 92845 71437xxxx0
Pediatrics Billing Svc 1551 N Tustin Ave, Santa Ana, CA 92705 71454xxxx3
Tyler James Pace, CPA, MAFM 3000 Ladrillo Aisle, Irvine, CA 92606 94942xxxx5
O'Connor & Company Securities 234 E 17th St, Costa Mesa, CA 92627
94976xxxx0 bst*****@o****.com
Ihp Meridian 100 Bayview Cir, Newport Beach, CA 92660
94985xxxx1 aya*@i*****.com
John Stokes Financial 2030 Main St Ste 1300 Irvine, CA 92614
94947xxxx5 ala**@j******************.com 3.8 4
South Coast Wealth Management 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx7
Clarke Financial Group 17780 Fitch, Irvine, CA 92614
94922xxxx3 cbo**@c******.com
Y and G Income Tax 14600 Goldenwest St Ste A201 Westminster, CA 92683
71449xxxx8 yoa***********@y****.com 4.3 16
Pacific Alternative Asset Management 19540 Jamboree Rd Ste 400, Irvine, CA 92612
94926xxxx0 bbr***@p*****.com
Shark Investments Inc 2709 Westminster Ave, Santa Ana, CA 92706 71455xxxx8
Fbr And Company 18101 Von Karman Ave Ste 950, Irvine, CA 92612
94947xxxx0 abc@f**.com
Warburg Pincus 3010 Old Ranch Pkwy, Seal Beach, CA 90740 21287xxxx0
CB Capital Partners Inc 620 Newport Center Dr, Newport Beach, CA 92660
94941xxxx0 dco*****@s*******************.com
Prisma Capital Partners LP 19540 Jamboree Rd, Irvine, CA 92612
94926xxxx0 aba******@p***********.com
Joshua Axel CFP-UBS Financial Services Inc 3030 Old Ranch Pkwy, Seal Beach, CA 90740
56234xxxx4 abc*******@u**.com
Terrada Investment Corp 4940 Campus Dr Ste C, Newport Beach, CA 92660 94975xxxx0
Needleman Asset Management 1301 Dove St, Newport Beach, CA 92660
94938xxxx0 ach***@m*********.com
First Allied Securities Inc 1200 Quail St Ste 225, Newport Beach, CA 92660
94947xxxx5 aab**@f**********.com
Pacifica Wealth Advisors 9870 Research Dr, Irvine, CA 92618
94930xxxx0 joh*@p*************.com 4.9 28 484 512
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
Squires, Eric 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx3 ale*********@m*.com
Associated Securities Corp 600 N Tustin Ave, Santa Ana, CA 92705
71483xxxx2 cha*@d******.com
Inspired Financial 5011 Argosy Ave Ste 7, Huntington Beach, CA 92649
71497xxxx3 eda****@i****************.biz 140 159
LPL Financial Service 20161 Interior Ln, Huntington Beach, CA 92646
71496xxxx0 aar*********@l**.com
Bluehound Investments 11656 Rosemary Ave, Fountain Valley, CA 92708 71441xxxx8
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
Miracle Mile Advisors 660 Newport Center Dr, Newport Beach, CA 92660
94971xxxx6 abu************@m******************.com
Liberty Capital Management 1811 E Garry Ave, Santa Ana, CA 92705 94972xxxx8 5 4
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
First Foundation Bank 18101 Von Karman Ave Ste 750, Irvine, CA 92612
94920xxxx0 ada*@f*****************.com
Multiple Club 3424 Via Oporto, Newport Beach, CA 92663
94955xxxx4
Raymond James 14102 Montgomery Dr, Westminster, CA 92683
71489xxxx3 aar************@r***********.com
Cambridge Companies 660 Newport Center Dr, Newport Beach, CA 92660
88861xxxx6 abd******@c***********.com
South Coast Investment Properties 3151 Airway Ave, Costa Mesa, CA 92626
71454xxxx0 add****@e******.com 93375 122 93000
Acheron Investment Group 1203 Abelia, Irvine, CA 92606 94933xxxx8
Wealth Management Services 15771 Grey Oaks St Westminster, CA 92683
71479xxxx9 inf*@w****.com
Talley & Co 600 City Pkwy W Ste 650, Orange, CA 92868
71486xxxx0 adm**@t********.com 174 6 165
O C Investment Pros 2312 Park Ave, Tustin, CA 92782 94937xxxx9
E Star Inc 3751 S Harbor Blvd Ste A, Santa Ana, CA 92704
31037xxxx5 con****@p*************.org
Gold Alliance Serving theFountain Valley Area 80045xxxx5
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
Wilshire Finance Partners 1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660
86657xxxx0 aba*****@w*********.com 143 4 151
Vanguard Capital Wealth Advisors 2030 Main St, Irvine, CA 92614
94982xxxx0 inf*@v*****.com
California Private Wealth Management 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 94921xxxx9
Integrity Wealth Management 3991 MacArthur Blvd, Newport Beach, CA 92660
94995xxxx8 eve***@i***********.com 5 2 137 142
Seaview Investors 333 Bayside Dr, Newport Beach, CA 92660
94956xxxx0 aho*****@s***************.com
AMIP Lending 3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 56273xxxx5
Clearview Investment Partners 250 Newport Center Dr Ste 300, Newport Beach, CA 92660 94920xxxx0 fir**@c******.com
Amethyst Investment 200 Via Antibes Apt 3, Newport Beach, CA 92663 94972xxxx6
Sol Terra Estates & Lending Inc. 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94962xxxx5 geo***@s**************.com 363 7 354
Wealth Strategies Group 950 S Coast Dr Ste 115, Costa Mesa, CA 92626
71438xxxx0 inf*@w********************.com 16 18
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
StrateFi 18881 Von Karman Ave Suite 410, Irvine, CA 92612
94934xxxx1 dou*@s*************.com 5 19 351 345
5 11
Edward Jones - Financial Advisor: Jared R Dahline 2025 Newport Blvd Ste 100 Costa Mesa, CA 92627
94963xxxx1 a.j*********@e**********.com 87605 100000
JCM Investments 873 W 17th St, Costa Mesa, CA 92627 94964xxxx3
Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch 500 S Main St, Orange, CA 92868
56221xxxx8 ale************@u*****.com 345418 5420 348000
Newport Harbor Wealth Management 2070 Business Center Dr STE 250, Irvine, CA 92612 94948xxxx4
Charles Schwab 16 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx8 ada**********@s*****.com 5 5
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
PruVise, Inc 4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660
94979xxxx4 leg**@c************.com 5 1
Teske Financial
71496xxxx3 adm**@t*************.com
Trust Deed Capital 120 Newport Center Dr, Newport Beach, CA 92660
94948xxxx6 a@t***************.com 23
U.S. Bank - Private Wealth Advisor: Blake Nakamura 18300 Von Karman Ave, Irvine, CA 92612
94973xxxx2 aar************@u*****.com 345375 5428 348000
Aspiriant Wealth Management 7700 Irvine Center Dr Suite 940, Irvine, CA 92618
94962xxxx6 aa@a********.com 1 1 4.9 24 128 14 149
Tina Chou - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 dan***********@a***.com
U.S. Bank – Wealth Management Banker: Carol Symons 13070 Yale Ave, Irvine, CA 92620
71482xxxx6 aar************@u*****.com 345685 5083 348000
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
Leisure Capital Management, Inc. Center Tower, 650 Town Center Dr #880, Costa Mesa, CA 92626
71438xxxx0 awe***@l*************.com 20 30
Realty Investment Assn-Calif 17802 Irvine Blvd Ste 117, Tustin, CA 92780
71454xxxx4 ell********@y****.com 38
Vline Investment 9501 Erskine Dr, Huntington Beach, CA 92646 71441xxxx3
Belcourt Investments Inc 3 San Joaquin Plz, Newport Beach, CA 92660 94972xxxx0
Pena J Anthony, EA, CFP Garden Grove, CA 92840 71475xxxx9 5 6
Monarch Bay Securities 5000 Birch St Ste 4800, Newport Beach, CA 92660
94937xxxx0 ada**@b***********.com 153
Scottrade 7012 Edinger Ave Ste 103, Huntington Beach, CA 92647
71484xxxx1 dns*****@s*****.com
Pacific Financial Plaza 880 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 jan*****@i******************.com 1307
JCN Investments 345 Gulf Stream Way, Costa Mesa, CA 92627
94954xxxx5 chr*****@p***********.com
C F G Investments 17220 Newhope St Ste 224, Fountain Valley, CA 92708 71455xxxx0
Hsu Investment Company 1491 Santa Fe Dr, Tustin, CA 92780 71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard 17822 17th St Ste 405, Tustin, CA 92780 71483xxxx6
AMMR Tax Inc 18350 Mount Langley St Ste 200 Fountain Valley, CA 92708
71446xxxx0 tax@a******.com
Ceres Investment Group 927 S Webster Ave, Anaheim, CA 92804 94925xxxx6
Sterne Agee Equity Capital 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660
94972xxxx1 age******@s*********.com
Couyoumjian Asset Mgnt 15145 Woodlawn Ave, Tustin, CA 92780
71421xxxx4 ach**********************@g****.com
Passco Property Management Inc 2050 Main St Ste 650, Irvine, CA 92614
94944xxxx0 abr***@p*****.com 4.5 32
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Centricity Financial 5000 Birch St Ste 3000 Newport Beach, CA 92660
94944xxxx5 inf*@c******************.com
Caligiuri Investment Svc 458 Gaviota, Newport Beach, CA 92660 71454xxxx0
Wealth Financial Group West 650 Town Center Dr #920, Costa Mesa, CA 92626
71461xxxx4 bro**@w*********.com 110 119
D & H Investments 11652 Knott St, Garden Grove, CA 92841 71489xxxx9
Owen, Timothy 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 ale*********@m*.com
Rockwater Financial Services 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 aco**@e*************.com
Windfall Advisors 620 Newport Center Dr Ste 1100 Newport Beach, CA 92660
31040xxxx4 inf*@w***************.com
Independent Financial Planning Group 2961 W MacArthur Blvd Ste 209 Santa Ana, CA 92704 71455xxxx1
RCP Advisors 1111 Bayside Dr, Corona Del Mar, CA 92625
94933xxxx0 aab***@r**********.com
Silent Production Group 4347 Green Ave, Los Alamitos, CA 90720 56243xxxx4
Nagy, Christopher, AGT 5242 Katella Ave, Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
Empirical Wealth Management 2955 Main St Ste 208, Irvine, CA 92614
94954xxxx0 axx******@e********.net
Yocam, Joshua 1901 Main St, Irvine, CA 92614
94980xxxx4 acc**********@m************.com
Compass Diversified Holdings 2010 Main St, Irvine, CA 92614
94933xxxx3 cod****************************@c************.com
Edward Jones 2134 Main St, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 86209 96000
Olympia Realty 1420 E Edinger Ave Ste 107, Santa Ana, CA 92705 71456xxxx4
StrataTax 5694 Mission Center Rd Ste 215 San Diego, CA 92108
85822xxxx0 5 135
Marino Investment Company 3636 Birch St Ste 200, Newport Beach, CA 92660
94997xxxx2 eri*@m****************.com
KYL Enterprise Inc 13816 Red Hill Ave, Tustin, CA 92780 90966xxxx6
Miramontes Capital 5251 California Ave, Irvine, CA 92617
94982xxxx7 ang**********@m****************.com 5 25 1920 6 1900
Wealth Management Services Inc 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
U.S. Bank – Wealth Management Banker: Yousuf Rasuli 1666 San Miguel Dr, Newport Beach, CA 92660
94986xxxx8 aar************@u*****.com 345685 5083 348000
Mka Capital Group Advisors 1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94972xxxx0 adm**@m*****.com
First Republic Bank 3991 Macarthur Blvd Ste 300 Newport Beach, CA 92660
94975xxxx8 acc************@f************.com 3.3 11 2.5 17
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
Edward Jones - Financial Advisor: Nailah Khan 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 56243xxxx6
Howell & Associates, LLP 2400 Newport Blvd, Costa Mesa, CA 92627 71498xxxx3
Yosemite Capital Mangagement 17501 17th St Ste 100, Tustin, CA 92780
71473xxxx0 aan*****@y**************.com
I O Investments Inc 16480 Harbor Blvd, Fountain Valley, CA 92708 71477xxxx0
Innovate Partners Inc 20371 Irvine Ave, Newport Beach, CA 92660
94950xxxx2 and***********@i******************.com
Edward Jones - Financial Advisor: Scott C Assali, AAMS™|CRPS™ 20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 114 118
LA Wealth Management 3200 Park Center Dr fl 14, Costa Mesa, CA 92626
31098xxxx2 joh*@l*****************.com 5 3
Pacific Specialty Investment Group 4100 Campus Dr, Newport Beach, CA 92660
94937xxxx0 agu************@g****.com
Western Investors 1886 Tahiti Dr, Costa Mesa, CA 92626 71454xxxx9
McKay, Clive 5242 Katella Ave, Los Alamitos, CA 90720
56298xxxx0 dns*****@a***.com
Hammett, Michael Robert 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx2 abc***@u**.com
RLH Equity Partners 18300 Von Karman Ave, Irvine, CA 92612
94942xxxx0 aad***@r********.com
Branch Investment Group 20341 SW Birch St, Newport Beach, CA 92660 94975xxxx2
Quad Investment Group Inc 2901 W Coast Hwy, Newport Beach, CA 92663
94925xxxx2 inf*@s******.com 241 247
Correa & Associates - Ameriprise Financial Services 101 Main St Ste 380, Huntington Beach, CA 92648
71437xxxx0 ant*********************@a***.com
Alarm Lines Ashwill Investments 5401 Mcfadden Ave, Huntington Beach, CA 92649 71489xxxx0
Charles Schwab 2300 E Katella Ave Ste 125, Anaheim, CA 92806
80043xxxx0 265066 139
Signature Bail Bonds 1042 W Santa Ana Blvd, Santa Ana, CA 92703 71424xxxx5
Pair 14081 Yorba St, Tustin, CA 92780 71466xxxx8
MetLife 3611 S Harbor Blvd, Santa Ana, CA 92704
71466xxxx0 a@m******.com 697124 4075 683000
Wedbush Securities Inc 500 Newport Center Dr, Newport Beach, CA 92660
21368xxxx0 a.c**@w******.com 4507 289 4500
Laguna Pacific Wealth Management Group - Morgan Stanley 1901 Main St Ste 700, Irvine, Ca 92614
94995xxxx6 acc**********@m************.com
Sheridan Capital Advisory 17870 Sky Park Cir, Irvine, CA 92614
94959xxxx0 abr*****@s**********.com
TCI Corp Serving theFountain Valley Area 94949xxxx5
Neozyme 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
Drake-Kerrison, Gianna 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx6 abc*******@u**.com
Alnour Investments 8151 Electric Ave Ste B, Stanton, CA 90680 71448xxxx6
Markwood Capital Alliance Inc 6 Hutton Centre Dr, Santa Ana, CA 92707
71454xxxx0 cha*@m**************.com
Anahurst Investors 2140 S Main St Ph 10, Santa Ana, CA 92707 71488xxxx7
The Chartist Inc 5122 Katella Ave Ste 200, Los Alamitos, CA 90720
56259xxxx5 con******@t**********.com
Netsyntropy 27 Chicory Way, Irvine, CA 92612 94956xxxx2
Farmers Insurance - Theresa Simes 17165 Newhope St Ste F Fountain Valley, CA 92708
71496xxxx0 abc*******@f******.com 5 67 4.9 40 5 46 351 135 379
Langston, Corey 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx6 acc**********@m************.com
Riverland Investments 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx3
OC Asset Management 18400 Von Karman Ave UNIT 1000, Irvine, CA 92612 94953xxxx1
Wells Fargo Advisors 13916 Seal Beach Blvd, Seal Beach, CA 90740
94925xxxx4 a-w***************@w*****************.com 189215
SageView Advisory Group 4000 MacArthur Blvd #1050, Newport Beach, CA 92660
80081xxxx2 ach**@s***************.com 3.7 3 151 6 159
RCP Advisors 620 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 a.j*********@e**********.com
Menlo Equities Serving theFountain Valley Area
94975xxxx1 a****@m************.com
Edward Jones - Financial Advisor: Stephanie Bartels 2540 Main St, Irvine, CA 92614
94986xxxx6 a.j*********@e**********.com 87358 99000
NJ Investment 1438 Ritchey St, Santa Ana, CA 92705 71450xxxx2
Edward Jones - Financial Advisor: Hai B Phan 18426 Brookhurst St #206, Fountain Valley, CA 92708
71496xxxx0 a.j*********@e**********.com 4 2 86755 98000
Miramontes Capital 4701 Teller Ave Newport Beach, CA 92660
80046xxxx5 ang**********@m****************.com 5 25 4.3 23 1920 6 1900
Charles Schwab 2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740
56259xxxx2 aar********@s*****.com 4.7 7
TSG Wealth Management - Irvine 18800 Von Karman Ave Suite B, Irvine, CA 92614
94950xxxx0 a.s********@t****.com
Newport Harbor Wealth Management 18012 Cowan, Irvine, CA 92614
94948xxxx4 cgy*******@w******************.com
Accredited Investment Management 2030 Main St Ste 1300, Irvine, CA 92614
94967xxxx5 abh***********@k***.com
Theresa Allen 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx5 acc************@f************.com
Edward Jones 949 S Coast Dr Ste 180, Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 74 76
Iwamoto Kong & Company 19200 Von Karman Ave Irvine, CA 92612
94925xxxx8 283 36 305
Metlife 5 Park Plz Ste 1900, Irvine, CA 92614
94922xxxx0 abc***@m******.com 696170 4074
Home Sweet Home Investment 2127 W Orangewood Ave, Orange, CA 92868 71461xxxx8
Cali Beauty Supply Investment 16300 Sandalwood St, Fountain Valley, CA 92708 71489xxxx0
Wells Fargo Advisors Financial Network 15 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660
94920xxxx0
Mizrahi Investments 450 Newport Center Dr, Newport Beach, CA 92660 94928xxxx6
Cacciamatta, Victoria 1901 Main St, Irvine, CA 92614
94995xxxx1 acc**********@m************.com
Financial Partners Credit Union 16348 Beach Blvd Westminster, CA 92683
88865xxxx2 ada****@f***.org 3.7 17 3.1 19
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
Avalon Capital 305 E Bay Ave, Newport Beach, CA 92661 94967xxxx5
Newport Sales and Investments LLC Newport Beach, CA 92663 94997xxxx7
Reckinger, Robert A 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
Surf City Financial Group 15205 Springdale St Huntington Beach, CA 92649
71437xxxx0 bri**@s*********************.com 5 6 185 50 188
Jynormus LLC 19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 94943xxxx2
Wealth Management Solutions 4000 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 58 4 62
Bharmal and Associates 2082 Business Center Dr Ste 190 Irvine, CA 92612
71489xxxx6 ale******@b**********.com 4.8 149
Mission Capital Advisors 23 Corporate Plaza Dr Ste 120, Newport Beach, CA 92660
94970xxxx1 adr*******@m*********.com
Fairview Medical 1002 N Fairview St, Santa Ana, CA 92703 71448xxxx8
Elite Advisory Group 2130 Main St Ste 130 Huntington Beach, CA 92648
71496xxxx8 bma**@e*****************.com 3.7 3
Prime Tax Solutions 18672 Florida St Ste 202B Huntington Beach, CA 92648
71478xxxx2 ail**@p****************.us 5 14
J C Income Tax 10181 Westminster Ave Ste 203 Garden Grove, CA 92843
71459xxxx7 inf*@j************.com 4.1 18
SWAN Wealth Management Group 610 Newport Center Dr Suite 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
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
Ameriprise Financial 101 Main St Ste 220, Huntington Beach, CA 92648
71453xxxx4 ame******************@a***.com 132834
C A Investments & Loan 1161 Orlando St, Tustin, CA 92780 71474xxxx1
Collins Bay Island Securities 1111 Bayside Dr, Corona Del Mar, CA 92625
94964xxxx1 bud**@c*********.com
CFI Inc 30 Corporate Park, Irvine, CA 92606
94929xxxx0 anh@c*********************.com
Arens, Frank A 7755 Center Ave, Huntington Beach, CA 92647
71420xxxx6 a.j*********@e**********.com 86710 98000
B B Graham & Co 1700 W Katella Ave, Orange, CA 92867
71462xxxx0 bca****@b*******.com
Back Bay Investment Group 3857 Birch St Ste 195, Newport Beach, CA 92660 91949xxxx6
Milestone Wealth Management & Insurance Solutions 17011 Beach Blvd Ste 900 Huntington Beach, CA 92647
71446xxxx5 rya*@c***************.com
Global Wealth Management 18111 Von Karman Ave Ste 424, Irvine, CA gwm*******@c*************.com
Rockwater Financial Services 2010 Main St Ste 130, Irvine, CA 92614 94925xxxx0
Ameriprise Financial 4199 Campus Dr Ste 550, Irvine, CA 92612
94997xxxx0 dns*****@a***.com
Irvine Bookkeeping 2372 Morse Ave Ste 9 Irvine, CA 92614
94954xxxx0 c18*****************************@s*****.wixpress 5 45
Insite Investment Realty 4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660 94967xxxx0
Shirk, Jason 2020 Main St, Irvine, CA 92614
94966xxxx8 dns*****@a***.com
WFG World Financial Group Leasing Office Fountain Valley, CA 92708 5 2
Xoa Tax 10015 Garden Grove Blvd, Garden Grove, CA 92844
71491xxxx8 con****@x*****.com 5 18 4.7 56 54
Elliott Investment Co Inc 39 Linda Isle, Newport Beach, CA 92660 94995xxxx3
Newport Wealth Advisors 4695 MacArthur Ct Fl 11 Newport Beach, CA 92660
87769xxxx7 a@n********************.com 4.2 5
Margolis Enterprises 567 San Nicolas Dr Ste 360, Newport Beach, CA 92660
94971xxxx0 aad**********@c********.com 400216 406000
Wells Fargo Advisors 520 Newport Center Dr Ste 1700, Newport Beach, CA 92660
94964xxxx0 aar************@w*****************.com
Boutique Investments 108 Onyx Ave, Newport Beach, CA 92662 94947xxxx1
Wedbush Securities 1600 Newport Center Dr Ste 100, Newport Beach, CA 92660
94971xxxx0 a.c**@w******.com 4508 289 4500
Villasenor, Nicholas 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx8 abc***@u**.com
Personal Financial Svc Co 3010 Old Ranch Parkway, Suite 350, Seal Beach, CA 90740 56259xxxx0
BNG Wealth Advisors 16755 Von Karman Ave Suite 200C, Irvine, CA 92606
94939xxxx1 bal*******@l**.com 5 4 213 214
Torres, Donald E 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Darany Michael A 17802 Irvine Blvd, Tustin, CA 92780
71483xxxx0 jls@m*******.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Shaw, Robert 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
Lexan Investment Co 10451 Bolsa Ave, Westminster, CA 92683 71441xxxx8
Global Wealth Management 18111 Von Karman Ave Ste 424, Irvine, CA 92612 94943xxxx8 gwm*******@c*************.com
Monarca Investment 2014 S Main St, Santa Ana, CA 92707 71454xxxx2
O C Trade Investment 17401 Beach Blvd, Huntington Beach, CA 92647 71459xxxx1
Scalco Financial - Tax and Wealth Management 13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740
56243xxxx0
Balteanu, Andrea, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com
Forrest Binkley & Brown 2721 E Coast Hwy, Corona Del Mar, CA 92625 71439xxxx8
Ronjon Investments 20902 Brookhurst St, Huntington Beach, CA 92646 71496xxxx6
B Riley & Company Inc 4675 Macarthur Ct, Newport Beach, CA 92660
94985xxxx1 ali****@b*******.com
Principal Financial Group 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 a.s****@p********.com 68212 230 70000
World Financial Group Inc 9741 Bolsa Ave, Westminster, CA 92683
71453xxxx3 con****************@t***********.com 82300 2050 86000
Posilovich Enterprises 1743 S Douglass Rd, Anaheim, CA 92806
71497xxxx0 adm**@p*********.com
Corellia Finance & Tax 511 E 1st St Ste H Tustin, CA 92780
94922xxxx1 inf*@c**********.com 4.9 35
Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc***@u**.com
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
Bablot Investments 12791 Newport Ave, Tustin, CA 92780 71473xxxx6
Edward Jones - Financial Advisor : Jessie E Norton 485 E 17th St Ste 100 Costa Mesa, CA 92627
94972xxxx4 a.j*********@e**********.com
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
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Adventure Investment West 321 W Katella Ave, Anaheim, CA 92802 71480xxxx7
Ober Financial Services 2019 W Orangewood Ave, Orange, CA 92868 71477xxxx0
Liolios Group Inc 20371 Irvine Ave Ste 100, Newport Beach, CA 92660 94957xxxx0
Doug Bailey-RBC Wealth Management Branch Director 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx4
The Woo Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
KDP Investments 1611 E 6th St, Santa Ana, CA 92701 71472xxxx8
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
Richland Communities 3161 Michelson Dr, Irvine, CA 92612
94926xxxx0 bco****@r******************.com
Edward Jones - Financial Advisor: James W Warner 2010 Main St Ste 310 Irvine, CA 92614
94975xxxx8 a.j*********@e**********.com
Ebert & Associates 2000 E 4th St, Santa Ana, CA 92705 71495xxxx4
Independent Capital Management - An Orange County Financial Advisor 695 Town Center Dr # 530, Costa Mesa, CA 92626
94945xxxx0 a.a@i***********.com 13516 13000
Pence Wealth Management 5000 Birch St Ste 8000 Newport Beach, CA 92660
80073xxxx3 aay************@p**********.com 2 1 1233 37 1300
FSC Securities Corp. 2700 N Main St, Santa Ana, CA 92705 71424xxxx1
BCC Capital Partners 4685 Macarthur Ct, Newport Beach, CA 92660 80053xxxx7
Keep It Simple Financial Planning 333 City Dr Ste 1700 Orange, CA 92868
87741xxxx2 con****@k********************.com 5 9 2528 5 3800
Clarity Capital Partners 5000 Birch St Ste 100, Newport Beach, CA 92660
80080xxxx6 bba***@c****************.com
Sagent Capital 4675 Macarthur Ct, Newport Beach, CA 92660
94975xxxx7 cha************@s*******.com
Claremont Financial Group Inc 245 Fischer Ave, Costa Mesa, CA 92626
71454xxxx0 dan@c*****************.com
Lion Capital Investment Group 2222 Michelson Dr, Irvine, CA 92612 94974xxxx7
J Cal Investments 2699 White Rd, Irvine, CA 92614 94970xxxx6
Ambit 4630 Campus Dr, Newport Beach, CA 92660
86638xxxx1
Michael J Russo 2600 Michelson Dr, Irvine, CA 92612
94937xxxx0 dns*****@a***.com 223 224
Honari, Pedram 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 ale*********@m*.com
Shin, Stephen 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 12815
Spach & Associates - Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
88880xxxx1 dns*****@a***.com 27
Wyper Wealth Management 17671 Irvine Blvd Suite 115, Tustin, CA 92780
71479xxxx1 jos***@w********************.com
Sutro & Company 310 Newport Center Dr, Newport Beach, CA 92660 94972xxxx1
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
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
WestPac® Wealth Partners (Orange County) 949 S Coast Dr Suite 220, Costa Mesa, CA 92626
94927xxxx0 aar***********@w************.com 54337 39 104000
Bordwell Accts & Advs LLP 18881 Von Karman Ave Ste 340 Irvine, CA 92612
71466xxxx1 eri*@b***********.com 5 1
Rod & Staff Investments 17406 Oak St, Fountain Valley, CA 92708 71484xxxx5
James Hendries - LPL Financial 7777 Center Ave Unit 120, Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 4.4 7 157 162
Structured Investments Co 5731 Mcfadden Ave, Huntington Beach, CA 92649 71489xxxx0
BBVA Compass 2050 Main St Ste 650, Irvine, CA 92614 94973xxxx0
Pinecreek Investment Co 5000 Birch St, Newport Beach, CA 92660
94947xxxx0 aac******@p***************.net
Ranakaran Investment 9480 Talbert Ave, Fountain Valley, CA 92708 71437xxxx8
James Barr - Raymond James 17220 Newhope St STE 216, Fountain Valley, CA 92708
71470xxxx5 aar************@r***********.com 17483 18000
McCarthy Wealth Management 3300 Irvine Ave # 310, Newport Beach, CA 92660
71424xxxx1 inf*@m**********.com 278 291
Edward Jones 7755 Center Ave, Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 85136
Coatal Capital Funding Inc 1300 Bristol St N, Newport Beach, CA 92660
94966xxxx0 a@a**************.com 5 216 608 623
The Investment & Money Management Group 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Lewis Street Investors 1422 S Allec St, Anaheim, CA 92805 71499xxxx0
O'Bryan Investment Co Iowa Cal 515 Cabrillo Park Dr, Santa Ana, CA 92701 71455xxxx6
Edward Jones - Financial Advisor: Rachael E. Yohai 311 Main St Ste 15, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 36
Granite Investment Group 2 Park Plz Ste 800, Irvine, CA 92614
94947xxxx0 abo*****@g****************.com 5 1
D & L Capital Investment Co 5500 Bolsa Ave, Huntington Beach, CA 92649 71437xxxx9
Primior Management 620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660
94952xxxx7 adv*****@p******.com 5 1 982 1000
Reed Investment Co 1400 Bristol St N Ste 140, Newport Beach, CA 92660 94985xxxx9
Hitzler, Gary, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx5 ame******************@a***.com 132834
Orange County Associates 250 N Golden Circle Dr, Santa Ana, CA 92705
71497xxxx3 d.s*****@o*********************.com
20 20 Financial Advisers 575 Anton Blvd Ste 150, Costa Mesa, CA 92626
71443xxxx9 ast*******@2*****.com
Financial Advisors U.S. Bancorp Investments 4100 Newport Place Dr, Newport Beach, CA 92660
94986xxxx1 aar************@u*****.com 345471 5393 348000
Emme's Asset Management Co 3161 Michelson Dr, Irvine, CA 92612
94985xxxx0 mem@e***.com