Business List: Wealth Management in Santa Ana, CA, USA

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De La Pena, Kristopher, CFP 4695 Macarthur Ct, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 78
Gilbreth, Stephen 2 Park Plz, Irvine, CA 92614
94997xxxx4 ame******************@a***.com 132834
Mortgage Vintage, Inc. 260 Newport Center Dr, Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com
Hari Om Investments Limited 6145 E Joan D Arc Cir, Orange, CA 92869 71499xxxx6
TMC Group Income Tax 13861 Brookhurst St Ste 3 Garden Grove, CA 92843
71448xxxx4 5 7
World Financial Group Inc 1835 W Orangewood Ave, Orange, CA 92868
71494xxxx8 dns******@a*******.com
William Nichols & Associates Inc. 17901 Von Karman Ave Ste 600, Irvine, CA 92614 94933xxxx0 5 1
Edward Jones - Financial Advisor: Yvonne Kuhn 12341 Newport Ave Ste B-100 Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 42 47
Boatright Capital Management 1420 E Chapman Ave, Orange, CA 92866
71470xxxx5 bre*****@f*********.com
Schneider Investment Group 17284 Newhope St, Fountain Valley, CA 92708 71436xxxx8
Fundco Investments 9911 Irvine Center Dr, Irvine, CA 92618
94947xxxx5 aci********@o*****.com
Correa, Eladio, AGT 101 Main St, Huntington Beach, CA 92648
71437xxxx0 ame******************@a***.com
Northern Trust 660 Newport Center Dr Ste 1100, Newport Beach, CA 92660
94971xxxx0 dns**********@n***.com 4.6 5
Flagstar Bank 949 S Coast Dr, Costa Mesa, CA 92626
71454xxxx0 a.d******@f*******.com 1.5 2
Pacific Investments 9451 Edinger Ave, Westminster, CA 92683
71483xxxx1 ab@p*****************.com
Daniel Ketchum - Raymond James 225 E Memory Ln, Santa Ana, CA 92705
94938xxxx5 aar************@r***********.com 17483 18000
Hutto Dean Financial Advisors 1590 N Batavia St Ste 3 Orange, CA 92867
71428xxxx0 gar*@h********.com 4 4 525
Ulivi Wealth Management 369 S Glassell St Orange, CA 92866
71477xxxx0 and***@a********************.com 5 1
Dinh Investments 15058 Moran St, Westminster, CA 92683 71489xxxx8
Advanced Planning Wealth Management Group 4770 Campus Dr Ste 210, Newport Beach, CA 92660
94950xxxx0 ada*@t*********.org 4.7 15 53 9 57
Signature Resources Capital Mangement 16755 Von Karman Ave, Irvine, CA 92606 94926xxxx6 ale**@s***********.com
AB Capital 15 Corporate Plaza Dr, Newport Beach, CA 92660
94949xxxx0
Edward Jones - Financial Advisor: Pete Peterson 949 S Coast Dr Ste 180 Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 73 74
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
Catalina Group 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx2
Bovee, Travis 180 E Main St, Tustin, CA 92780
71470xxxx0 acc**********@e**********.com 86737 98000
Oakstone Wealth Management 1500 Quail St Ste 470 Newport Beach, CA 92660
94938xxxx1 des*************@l**.com
Advance Financial 9081 Bolsa Ave, Westminster, CA 92683
71469xxxx4 and*************@a******************.com
Independent Financial Group 881 Dover Dr, Newport Beach, CA 92663 94964xxxx5
Sequoia Partners - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94988xxxx7 abc*******@u**.com
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
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
Inno Cal Venture 650 Town Center Dr, Costa Mesa, CA 92626
71485xxxx4
Money Matters With Ken Moraif 4695 Macarthur Ct, Newport Beach, CA 92660
94939xxxx0 aar**@m***********.net
THK Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
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
Gelman LLP 1940 E 17th St, Santa Ana, CA 92705
71466xxxx0 ado****@g********.com 5 1 1141 3
Luminate Wealth Management and Insurance Services 18575 Jamboree Rd #400, Irvine, CA 92612
94962xxxx7 ang**************@n*.com 5 3
Hanna Capital Management 8105 Irvine Center Dr Ste 1170, Irvine, CA 92618 94927xxxx0
Global Trends Investments 2010 Main St, Irvine, CA 92614
94979xxxx0 anh@c*********************.com
Innovative Capital Management 19762 Macarthur Blvd Ste 200, Irvine, CA 92612
94972xxxx3 ryl*************@c*************.com
Securities America 2350 Main St, Irvine, CA 92614 71468xxxx8
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
Wise Steward Royal Alliance 4883 E La Palma Ave, Anaheim, CA 92807
71476xxxx3 chi*******@w**********.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
Russo, Michael 4 Venture, Irvine, CA 92618
94937xxxx7 dns*****@a***.com 223 224
Liang & Quinley Wealth Management 7700 Irvine Center Dr Ste 270, Irvine, CA 92618
94974xxxx8 chr**********@l**.com
Culver Capital Group Inc. Serving theSanta Ana Area 71443xxxx0
Brighton Investments 980 Roosevelt, Irvine, CA 92620 94938xxxx5
Morgan Stanley 18191 Von Karman Ave Ste 420, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Edward Jones - Financial Advisor: Jo Cinnamon 62 Orchard, Irvine, CA 92618 97180xxxx7
Scottrade 18502 Beach Blvd Ste 120, Huntington Beach, CA 92648
71484xxxx1 dns*****@s*****.com
Brett Mountain-Thrivent 49 Discovery, Irvine, CA 92618
94983xxxx1 adm**@d***********.com
Advantage Financial Advisory Group 2 Venture Ste 240, Irvine, CA 92618 94946xxxx0 inf*@f*********************.com
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
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
Acuity Advisors 6 Hutton Centre Dr #860, Santa Ana, CA 92707
71444xxxx3 cho****@a*************.com
Stephenson & Co 16411 Scientific, Irvine, CA 92618
94972xxxx5 bra*@s******************.com
Xel Advisors 337 N Vineyard Ave Ste 230 Ontario, CA 91764
71482xxxx1 car****@x**********.com 4.9 53
Pathway Capital Management 18575 Jamboree Rd, Irvine, CA 92612
94962xxxx0 ada***********@p*************.com
Ameriprise Financial 1 Park Plz Ste 360, Irvine, CA 92614
94938xxxx6 dns*****@a***.com 184 23 190
Joe, Dick S 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Fabian Wealth Strategies 3070 Bristol St, Costa Mesa, CA 92626
71466xxxx3 mar******@m*************.com 2748 28
Cygni Capital Partners 245 Fischer Ave, Costa Mesa, CA 92626 71454xxxx3
10 Acre Investments 4490 Von Karman Ave, Newport Beach, CA 92660 94937xxxx0
Daniel Pichardo CFP, CRPC - Bridge Financial Management 4343 Von Karman Ave Ste 250L Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com 5 17 5 21 209 208
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
Cangelosi & Holmes Inc CPA’s 17702 Irvine Blvd Ste 200 Tustin, CA 92780
71483xxxx2 dh@c******.com 5 3
Courier Insurance Services 1 City Blvd Ste 800 Orange, CA 92868
71441xxxx4 40 1 1
Best Investment Realty 17699 San Simeon St, Fountain Valley, CA 92708 71465xxxx4
Morgan Stanley Wealth Management 8150 La Palma Ave, Buena Park, CA 90620
71482xxxx2 aar***********@m***********************.com
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
Public Economics Inc 134 S Glassell St, Orange, CA 92866
71464xxxx2 bsn****@p*******.com
Rgt Capital Management LTD 1 Park Plz Ste 950, Irvine, CA 92614
94995xxxx5 abl********@r*****.com
Trotter George E Jr Trust Es 2032 La Colina Dr, Santa Ana, CA 92705 71454xxxx9
Lpl Financial 18837 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 aar********@l**.com
Tsai, Meng 1901 Main St, Irvine, CA 92614
94995xxxx5 acc**********@m************.com
Maureen Flanagan 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx0 add********@f************.com 90275 115000
Summit Healthcare REIT, Inc 23382 Mill Creek Dr, Laguna Hills, CA 92653
94953xxxx2 bni********@s*******************.com
Atlas Wealth Group 2230 W Chapman Ave, Orange, CA 92868 94935xxxx3
Umpqua Bank 20 Pacifica, Irvine, CA 92618
94934xxxx9 aar*********@u*********.com 50686 639 49000
Pathway Capital Management 18101 Von Karman Ave Ste 330, Irvine, CA 92612 94962xxxx0
Amro Investment 450 S Ranch View Cir Apt 66, Anaheim, CA 92807 71445xxxx9
JMB Financial Managers 6 Hutton Centre Dr # 1280, Santa Ana, CA 92707
94925xxxx4 inf*@j*********.com
Securities America 18300 Von Karman Ave Ste 400, Irvine, CA 92612
94947xxxx1 aad********@s****************.com
First Republic Bank 2800 E Coast Hwy, Corona Del Mar, CA 92625
94972xxxx8 aa@f************.com 3 4
Fidelity Investments 815 E Birch St, Brea, CA 92821
80052xxxx1 a61****@f*******.com 4 30 320194
Interactive Investment Group Inc Santa Ana, CA 92703
71489xxxx6 inf*@k********.com 196
One Capital Solutions 4 Hutton Centre Dr #330, Santa Ana, CA 92707
94968xxxx7 51a*************************************@w*****************.com 5 9
Allstate Insurance: Ronald Gatti 17731 Irvine Blvd Ste 110 Tustin, CA 92780
71457xxxx1 a****00@a*******.com 5 4
MetLife 2601 Main St, Irvine, CA 92614
94985xxxx3 a@m******.com 695720 4076
Financial Advisors Network, Inc 1432 Edinger Ave Ste 200 Tustin, CA 92780
71459xxxx0 bri**@f*****.com 5 2 146 6 173
LPL Financial 6 Versailles, Irvine, CA 92602
94947xxxx9 aar********@l**.com
Clover Investment Group Inc 4533 Macarthur Blvd, Newport Beach, CA 92660 94946xxxx9
Heritage Financial, Ara Malazian, CFP 505 N Tustin Ave Ste 267 Santa Ana, CA 92705
94970xxxx2 fin********************@c*************.com
Tim Woodall 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 add********@f************.com
V N Investment 13231 Brookhurst St, Garden Grove, CA 92843 71463xxxx5
Jennet investments 17752 Sky Park Cir, Irvine, CA 92614 94993xxxx1
Duckworth & Mehner 3189 Pullman St, Costa Mesa, CA 92626 71443xxxx0
Veritrust Financial 10101 Slater Ave, Fountain Valley, CA 92708 71496xxxx0
R P Investments 2107 W Coronet Ave, Anaheim, CA 92801 71477xxxx4
Mazzotta, David P 1901 Main St, Irvine, CA 92614
94980xxxx9 acc**********@m************.com
Vieth Co 450 Newport Center Dr, Newport Beach, CA 92660 94947xxxx8
Barbara Stowell - IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 5 2
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
Farsai and Farsai Inc 23276 S Pointe Dr, Laguna Hills, CA 92653 94976xxxx4 1 3
MD Investment Solutions 17772 17th St, Tustin, CA 92780
71473xxxx7 afe****@e*******.com
Suzanne Linn, CPA 801 E Chapman Ave Ste 109, Fullerton, CA 92831
71429xxxx5 ebe*@e*******.com
Four Corners 100 Spectrum Center Dr, Irvine, CA 92618 94993xxxx4
Tom Drasler - Arbor Financial Group 1805 E Gary Ave Santa Ana, CA 92705
71447xxxx3 aar**@a******************.net 5 28 617 36
Second Chance Financial 123 E Arrow Hwy, San Dimas, CA 91773
80022xxxx3 *nn*@s***********************.com 4.3 47 4.8 175
World Group Securities Inc 765 The City Dr S Ste 100, Orange, CA 92868
71474xxxx0 con****************@t***********.com 82300 2050 86000
Sessions, Shawn 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Schwartz Newport Beach Wealth Management of Impact Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4
Halbert Hargrove Global Advisors 3200 Park Center Dr Suite 550, Costa Mesa, CA 92626
94938xxxx0 axx@h**************.com
Pearson Wealth Management
56227xxxx5 van****@p********.com
Edward A Torres 500 N State College Blvd, Orange, CA 92868
71468xxxx4 dns*****@a***.com
Douglas Investments Co Po Box 6359, Irvine, CA 92616 94955xxxx1
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
Debt America 3100 S Harbor Blvd Suite 250, Santa Ana, CA 92704
71436xxxx1 aed***@d*********.com 4.3 6 939
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
Newcap Partners Inc 2082 Michelson Dr, Irvine, CA 92612
94966xxxx9 bua**@n*****.com
Primestate Insurance Agency 23152 Verdugo Dr, Laguna Hills, CA 92653
94970xxxx7 con*******@r*****.com
Spectrum Asset Mangemet, Inc. 1301 Dove St Ste 970, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 166767 126 187000 1 1
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
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
NCE Inc 5200 Irvine Blvd, Irvine, CA 92620
94938xxxx2 acl***@a***.org
Stoneridge Capital Partners 4350 Von Karman Ave, Newport Beach, CA 92660
94947xxxx0 ken********@s***********.com
Eagle Talon 12242 Skyline Dr, Santa Ana, CA 92705 56275xxxx8
Quantum Leap Investments 3 Park Plz, Irvine, CA 92614 94983xxxx2
Clara Gill Financial Planner 18586 Main St, Huntington Beach, CA 92648
76073xxxx5
Pacific Securities 2030 Main St Ste 1030, Irvine, CA 92614 94926xxxx9
World Financial Group 187 E Orangethorpe Ave, Anaheim, CA 92801 71472xxxx6
Sterling Wealth Partners 17332 Irvine Blvd Ste 130, Tustin, CA 92780
71459xxxx5 bgl***@l****.com 180 183
Diversified Investment Services 180 N Riverview Dr Ste 220, Anaheim, CA 92808
80066xxxx1 adm**@d*****.com
Dk Property Investment 3881 Hamilton St, Irvine, CA 92614 71478xxxx1
Cardinal Point Wealth Management, LLC 19200 Von Karman Ave, Irvine, CA 92612
94991xxxx4 bra*****@c******************.com 452 469
Compak Asset Management 1801 Dove St, Newport Beach, CA 92660
94967xxxx0 bra*@c*****.com 3.7 3 35 2
SunAmerica 6 Venture, Irvine, CA 92618 94945xxxx5
Lortie Warren Associates Inc 1001 Dove St Ste 220, Newport Beach, CA 92660
94967xxxx7 ash***@j************.com
Cherie A Jones - Financial Advisor, Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com
Raymond James Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
71496xxxx0 aar************@r***********.com 5 6 17482 18000
Coast Capital 3400 Irvine Ave Ste 205, Newport Beach, CA 92660 94922xxxx2
Four D Investments of Cal 8201 Westminster Blvd, Westminster, CA 92683 71493xxxx2
Acosta Investments 2900 Bristol St, Costa Mesa, CA 92626 71454xxxx4
Morgan Stanley Wealth Management 408 Merrywood Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
94945xxxx3 bri***************@a***.com
Gomberg McQuilkin Wealth Management Group 701 S Parker St, Orange, CA 92868
71449xxxx6 jod**@g**********************.com
Comprehensive Financial Services 18101 Von Karman Ave, Irvine, CA 92612 94955xxxx1
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division 680 Langsdorf Dr Ste 204, Fullerton, CA 92831
71477xxxx0
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Crossroads Planning 765 City Dr S Ste 390 Orange, CA 92868
71479xxxx2 joh*******@c******************.com 4.9 123 270 68
American Capital Realty Group 2912 Daimler St, Santa Ana, CA 92705
94978xxxx7 ale***@a********************.com 2.8 103
St Paul Investments 3700 S Susan St, Santa Ana, CA 92704 31089xxxx5
Scottrade 1280 Bison Ave Ste B2, Newport Beach, CA 92660
94964xxxx9 dns*****@s*****.com
Kincselfinvest.com Kothari 2082 Michelson Dr, Irvine, CA 92612 56240xxxx0
Royal Alliance Associates Inc 485 E 17th St Ste 350, Costa Mesa, CA 92627 94954xxxx2 aba*****@r************.com 2988 27 3500
D&G Financial Planning 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
94967xxxx2 con****@d******************.com
Qtative 100 Spectrum Center Dr, Irvine, CA 92618
94929xxxx0 ehi*****@q******.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
Parse Financial 16520 Bake Pkwy Ste 105, Irvine, CA 92618 94987xxxx5
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
Pacific Premier Bank 17901 Von Karman Ave Ste 1200, Irvine, CA 92614
94947xxxx5 aag*******@p***.com
Oppenheimer 620 Newport Center Dr Ste 1000, Newport Beach, CA 92660
94921xxxx0 ala***********@o***.com 610 164
Epic Wealth Planning 15707 Rockfield Blvd, Irvine, CA 92618 94920xxxx1
Nichols Capital Management Nichols Capital Management 10131 Birchwood Dr, Huntington Beach, CA 92646 71496xxxx4
Haberl Wealth Management 7777 Center Ave Ste 120, Huntington Beach, CA 92647
71462xxxx9 chr**@h***********.com 264 256
T K Wealth Management 3000 E Birch St, Brea, CA 92821
94921xxxx0 tra***********@l**.com
Capital Management Realty, Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 4.9 76 4.7 5 271 260 277
Centaurus Financial Inc 1820 W Orangewood Ave Ste 106, Orange, CA 92868 71494xxxx0 aar*******@c*****************.com 330 15
Green Plant Investments Inc 1430 S Euclid St, Fullerton, CA 92832 71421xxxx1
Partners Capital Group 201 Sandpointe Ave Ste 500, Santa Ana, CA 92707
94991xxxx0 ala****@p*****************.com 349 113 352
Gale Investments 5411 E La Palma Ave, Anaheim, CA 92807 71469xxxx5
Wells Fargo Advisors 2700 N Main St, Santa Ana, CA 92705 71497xxxx6
Zion Investments Funds 17620 Fitch, Irvine, CA 92614 94939xxxx7
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
Cadence Capital Management 610 Newport Center Dr Ste 1400, Newport Beach, CA 92660 94976xxxx0
NA Wealth & Legacy 4101 Birch St Ste 130 Newport Beach, CA 92660
95126xxxx6 nay***@n**************.com 5 6
Mont Pelerin Capital 660 Newport Center Dr, Newport Beach, CA 92660
94970xxxx7 cai*******@m*****************.com
Ellis Advisory Group 14841 Yorba St, Tustin, CA 92780
71454xxxx2
K Dg Investments 1 Post, Irvine, CA 92618 94945xxxx0
Securities America Inc 18231 Irvine Blvd Ste 203, Tustin, CA 92780
71473xxxx0 aad********@s****************.com
Met West Capital 610 Newport Center Dr Ste 450, Newport Beach, CA 92660 94971xxxx1
Genesis Investments & Financial Services 16119 Redwood St, Fountain Valley, CA 92708 71488xxxx1
Full Circle Home Loans 99 E C St Ste 206 Upland, CA 91786
90998xxxx8 inf*@f******************.com 5 154
Sun Lan Corp 8102 E Santa Cruz Ave, Orange, CA 92869
71428xxxx4 46
Spectrum Asset Management Inc 1301 Dove St #720, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 5 1
Bentley Co 13658 Red Hill Ave, Tustin, CA 92780
71431xxxx6 aar*********@b************.com
Del Sol Investments 2230 W Chapman Ave # 109, Orange, CA 92868 71446xxxx5
Dolphin Securities 1001 Dove St, Newport Beach, CA 92660
94995xxxx0 ama*****@d**************.com
Vincent A Mazzotta - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
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
Premier Brokerage 2081 Business Center Dr, Irvine, CA 92612
94926xxxx4 adr***@p********.com
DMH Business Investments 5105 W 1st St, Santa Ana, CA 92703 71425xxxx8
Alloy Ventures Inc 2390 E Orangewood Ave, Anaheim, CA 92806
65068xxxx0 cra**@a************.com
Liang & Quinley Wealth Management 7700 Irvine Center Dr #270, Irvine, CA 92618
94974xxxx8 chr**********@l**.com 5 2
D.A. Davidson 660 Newport Center Dr, Newport Beach, CA 92660
94964xxxx0 a.a@d*********.com 894 1200
Milestone Advisor 450 Newport Center Dr, Newport Beach, CA 92660 94933xxxx5
John James - Raymond James 17220 Newhope St Ste 216, Fountain Valley, CA 92708
71470xxxx5 ral**********@r***********.com
Legacy Wealth Management 1432 Edinger Ave Ste 200 Tustin, CA 92780 71423xxxx0
Portfolio Rx 2082 Michelson Dr, Irvine, CA 92612
94944xxxx7 dea*@b************.com 32
Donglen Corporation 245 Fischer Ave Ste A1, Costa Mesa, CA 92626 71495xxxx5
Vincent Lovoy 3991 Macarthur Blvd, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Lpl Financial 500 N State College Blvd, Orange, CA 92868
71493xxxx0 aar********@l**.com 20003 207
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
Thomas Jeffrey 2831 Watson, Tustin, CA 92782
71454xxxx2 cli**********@h***********.com
Serazen 949 S Coast Dr, Costa Mesa, CA 92626
71445xxxx0 inf*@s******.com
Tustin Centre Wealth Advisors 1551 N. Tustin Ave Tustin Centre, Santa Ana, CA 92705
71440xxxx1 ada*********@w*****************.com
The Life and Legacy Group-Morgan Stanley 1901 Main St, Irvine, CA 92614 94980xxxx5
Edward Jones - Financial Advisor: Bryan L Green 17592 17th St Ste 110, Tustin, CA 92780
71454xxxx2 a.j*********@e**********.com 240
The Financial Architects - Orange County 500 N State College Blvd Ste 1100 Orange, CA 92868
71491xxxx8 cba******@t*******************.com 5 13 2255 4991 2300
Karna Capital Investments 5405 Alton Pkwy, Irvine, CA 92604 94977xxxx6
Acacia Insurance 4667 MacArthur Blvd Ste 260 Newport Beach, CA 92660
94967xxxx0 3 2
Wagoner, Robert, AGT 17332 Irvine Blvd, Tustin, CA 92780
71466xxxx0 dns*****@a***.com
Crystal Cove Advisors Inc 1101 Dove St, Newport Beach, CA 92660
94938xxxx0
LPL Financial 2520 N Santiago Blvd, Orange, CA 92867
71454xxxx7 aar********@l**.com
N-PRO INVESTMENT 8903 Research Dr, Irvine, CA 92618 94926xxxx4
Northwestern Mutual 610 Newport Center Dr, Newport Beach, CA 92660
94975xxxx5 aar**********@n***.com 106942 16137 107000
Brezden Wealth Advisors 18400 Von Karman Ave STE 400, Irvine, CA 92612
94947xxxx7 inf*@b********************.com 5 1
M & R Investments 18161 Serrano Ave, Villa Park, CA 92861 71463xxxx2
Opes Investments, Inc 1442 Irvine Blvd, Tustin, CA 92780 94964xxxx3
Investment 17682 Beach Blvd, Huntington Beach, CA 92647 71459xxxx2
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
Winster Investment Inc 612 E 4th St, Santa Ana, CA 92701 71457xxxx5
Fair Trade Real Estate Santa Ana, CA 92705
71459xxxx9 a30*************************************@w*****************.com 5 15 871 85 984
Envision Financial 18101 Von Karman Ave Ste 1420, Irvine, CA 92612
71424xxxx0 aam*********@e***.com
Turan Petroleum 940 S Coast Dr Ste 100, Costa Mesa, CA 92626
94962xxxx2 ask**@t*************.com
James Owens - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx5 acm***********@m************.com
Secura Financial Planning & Wealth Management 333 City Blvd W # 2050, Orange, CA 92868
71470xxxx6 cas**@s*******.com 27 3 30
TSG Wealth Management 18800 Von Karman Ste B Irvine, CA 92612
94950xxxx0 a.s********@t****.com
Boyer Financial Services 4063 Birch St Ste 200 Newport Beach, CA 92660
94933xxxx0 inf*@b******.com 176
Corrales, Melvin, AGT 595 W Lambert Rd, Brea, CA 92821
65722xxxx7 aud***********@p********.com
Brian Walker-Thrivent 347 Magnolia Ave, Brea, CA 92821
71457xxxx5 ale*************@t*******.com
Valley View Investment Corp 17545 Monette Cir, Yorba Linda, CA 92886 71452xxxx8
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
Scottrade - Online Trading & Stock 17935 Macarthur Blvd, Irvine, CA 92614
94975xxxx5 dns*****@s*****.com
Windsor Investments Inc 2520 N Santiago Blvd Ste C, Orange, CA 92867
71499xxxx1 inf*@e***********.com
Raymond James Financial Services 1151 Dove St Ste 115, Newport Beach, CA 92660
94997xxxx5 aar************@r***********.com 17409 18000
T N T Investors 2740 S Bristol St, Santa Ana, CA 92704 71454xxxx5
WNC & Associates, Inc 17782 Sky Park Cir, Irvine, CA 92614
71466xxxx5 aad*****@w*****.com
M & M Products & Investments Inc 760 N Lemon St, Anaheim, CA 92805 71499xxxx6
Chemitiganti Investments 6621 Polo Cir, Huntington Beach, CA 92648 71484xxxx8
Certus Wealth Advisors 2040 Main St #175, Irvine, CA 92614
94986xxxx3 cl**@c*******************.com
Rach, George C 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
World Financial Group 2601 E Chapman Ave Ste 214, Fullerton, CA 92831
71477xxxx6
Gadsby, Brian 17011 Beach Blvd, Huntington Beach, CA 92647
71436xxxx8 acc**********@e**********.com 86718 98000
Clarity Wealth Management 16440 Bake Pkwy #100, Irvine, CA 92618
94957xxxx3 ant***************@c************.net 5 2 146 171
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
Anchor Wealth Management, LLC 9891 Irvine Center Dr # 170, Irvine, CA 92618
94998xxxx2 hos*******@1****.com
Murdoch & Morris 114 Pacifica Ste 320, Irvine, CA 92618 94950xxxx0
Sha Anaheim Investment 43 Climbing Vine, Irvine, CA 92603 94985xxxx2
Angulus Capital Management, LLC 4 Hutton Centre Dr, Santa Ana, CA 92707
94941xxxx6 ape*****@a*************.com 15
Merrill Lynch Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 ale*********@m*.com 3 2
Annette Di Bello Kelly CPA CFP PC 9870 Research Dr, Irvine, CA 92618
94971xxxx0 ann****@d*********.com
Blue Trust | Orange County Financial Advisors 20 Pacifica suite 560, Irvine, CA 92618
94940xxxx0 aar********@b********.com 5 13 176 12 263
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
HPT Realty & Finance 9972 Bolsa Ave Ste 100 Westminster, CA 92683
71477xxxx0 4.6 10 4.9 41
Crowdventure 5 Upper Newport Plz, Newport Beach, CA 92660 71436xxxx2
Flagstar Bank 100 Bayview Cir, Newport Beach, CA 92660
94993xxxx9 a.d******@f*******.com
United Capital Financial 620 Newport Center Dr Ste 500, Newport Beach, CA 92660
94999xxxx0 abd****************@u*******.com
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
Ambassador Wealth Management 5101 E La Palma Ave #100b, Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 5 4 239 234
Chen, Chia-Hsin 100 Spectrum Center Dr, Irvine, CA 92618
94985xxxx3 ale*********@m*.com
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
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
94945xxxx3 bri***************@a***.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
Essex Futures 8105 Irvine Center Dr Ste 840, Irvine, CA 92618
94945xxxx1 con*****@e***********.com 358 1 1
Start Fresh 7700 Irvine Center Dr, Irvine, CA 92618 94975xxxx5
Alfa Investments & loans 190 W 3rd St Santa Ana, CA 92701
88879xxxx0 alf***********@g****.com
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
Kothari, Abhay 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 acc**********@m************.com
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
Edward Jones - Financial Advisor: Tim Yost, CEPA® 4100 Newport Place Dr Ste 190, Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87384 100000
Golden State Wealth Management 201 Sandpointe Ave #460, Santa Ana, CA 92707
86627xxxx3 ash**********@t**************.com 4 4
Keith Conley - Certified Financial Planner Tustin, CA 92780
94943xxxx7 5 2
Holder Capital Partners 1052 Charwood Ln, Santa Ana, CA 92705
71466xxxx5 dav**@h********************.com
Murdock Wealth Management 155 N Riverview Dr Ste 311, Anaheim, CA 92808
71476xxxx0 cmu*****@j********.com
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
Specialized Wealth Management 2522 Chambers Rd #100, Tustin, CA 92780
87731xxxx8 chr**@s****************.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
BMR Insurance Agency 13732 Newport Ave Ste 3 Tustin, CA 92781
71483xxxx1 dha****@b*****.com 4.9 71 964 22 951
Keller Coad & Collins Investment Counsel Inc 18300 Von Karman Ave Ste 600, Irvine, CA 92612 94947xxxx0
Morgan Stanley Wealth Management 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com 113321 3094 131000
Binh Nguy Retirement Planner 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 65734xxxx3 5 1
World Financial Group Inc 765 The City Dr S, Orange, CA 92868
71474xxxx0 con****************@t***********.com 82182 2051 85000
Seamount Financial Group 738 E Chapman Ave, Orange, CA 92866
71451xxxx0 aar**@s****************.com
Pacific Investment Management Company 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com
Stauffer Brizzolara Group-Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71464xxxx2 acc**********@m************.com
Ergo Capital Partners 3633 W Macarthur Blvd, Santa Ana, CA 92704
94922xxxx0 ego**@e**********.com 5 13 217 2 226
Raymond James 305 N Harbor Blvd Ste 216, Fullerton, CA 92832
71444xxxx0 aar************@r***********.com
Estate 1 13252 Garden Grove Blvd Ste 204, Garden Grove, CA 92843 65721xxxx0
Mugen Investments 308 S Nohl Canyon Rd, Anaheim, CA 92807 71463xxxx0
El Triunfo Corporation 1415 E 17th St Ste 260 Santa Ana, CA 92705
71495xxxx7 cen***@e********.com 4.9 123 4.6 36
City National Bank - Anaheim 2401 East Katella Ave Ste 150 Anaheim, CA 92806
71470xxxx0 ava********@c**.com 4 9 3.5 13 5371 151 5900
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
RG Re Investments 991 N Tustin St, Orange, CA 92867 71472xxxx8
Daniel Roberts, MSFS 640 N Tustin Ave Ste 106, Santa Ana, CA 92705
71466xxxx5 joh******@d****************.com
Jba Property Investments 4060 Campus Dr, Newport Beach, CA 92660 94978xxxx0
Barlow Linda A 2700 N Main St #850, Santa Ana, CA 92705 71495xxxx2 4.8 5
Wealth Management Group 3 Park Plz, Irvine, CA 92614
94975xxxx7 adm**@b****************.com 558 6 652
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
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
Draper Wealth Management 100 Spectrum Center Dr, Irvine, CA 92618
94981xxxx0 ant************@w*****************.com
Briteline Financial Service 729 N Harbor Blvd, Fullerton, CA 92832
71452xxxx0 ran**@b**************.com
Tabr Capital Management 500 N State College Blvd, Orange, CA 92868
71470xxxx0 bka*******@t***.net
Lechman Management 505 S Villa Rio Dr, Anaheim, CA 92807 71497xxxx1
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Gg Investment Firm 1912 N Broadway, Santa Ana, CA 92706 71471xxxx5
Transworld Business Advisors of Irvine 2361 Campus Drive, Suite 230, Irvine, CA 92612
94938xxxx9 aal*@t*****.com
Buyrite Investing 1975 N Batavia St, Orange, CA 92865 71499xxxx1
Walter A Jones Accountacy Inc 15869 Gothard St, Huntington Beach, CA 92647 71489xxxx5
LoanSnap, Inc. 3070 Bristol St, Ste 200 Costa Mesa, CA 92626
80086xxxx0 ale******@g*********.com 4.4 298 4 264 1152
Sage Point Financial 23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653 94958xxxx8 dom****@a***********.com 2988 27 3500
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
Del Rey Wealth Management 420 Exchange Ste 270, Irvine, CA 92602 80523xxxx5
Ward Mike 931 W 19th St Apt 22, Costa Mesa, CA 92627 94965xxxx6
Wells Fargo Advisors 5625 E Santa Ana Canyon Rd, Anaheim, CA 92807 71468xxxx0
Triple R Investment Group 3364 E La Palma Ave, Anaheim, CA 92806 76023xxxx0
HBKR Investments 1311 Washington Pl, Santa Ana, CA 92701 71438xxxx4
William Stauffer - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx4 acc**********@m************.com 5 1
Pierson Wealth Management 245 Fischer Ave Ste A2 Costa Mesa, CA 92626 71421xxxx0
21 West Wealth Management LLC 2522 Chambers Rd, Tustin, CA 92780
94977xxxx1 inf*@2*******.com
D M Investments 8531 Westminster Ave, Garden Grove, CA 92844 56294xxxx5
Ipacific Capital Inc 19762 Macarthur Blvd, Irvine, CA 92612
94986xxxx4 ama*********@i**************.com
Starcare 130 Newport Center Dr Ste 136, Newport Beach, CA 92660
94970xxxx0 bra****@s*******.net
Oc Wealth Advisors 3200 El Camino Real #220, Irvine, CA 92602
71438xxxx7 san*********@l**.com
Michael Schanna 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx3 acc************@f************.com
Edward Jones - Financial Advisor: John P Wende 180 E Main St Ste 104 Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 5 1
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
Building Block Investments 1826 W Crestwood Ln, Anaheim, CA 92804 71476xxxx1
Smart CFO 17150 Euclid St Ste 101 Fountain Valley, CA 92708
64654xxxx0 baf*****************************@s*****.wixpress 5 1
Dixon Invest 17642 Prescott Ln, Huntington Beach, CA 92647
71484xxxx4 joh******@d******************.com
Clc Investments 16421 Normandy Ln, Huntington Beach, CA 92647 71484xxxx4
Abs Investment Group 1176 Main St, Irvine, CA 92614
94947xxxx0 a.k***@k*****.com
Racari Invest 514 W Columbine Ave, Santa Ana, CA 92707
66131xxxx7
EDD Investment Company 173 E Freedom Ave, Anaheim, CA 92801 71445xxxx1
T Plus Investment Inc 10 Blakeley, Irvine, CA 92620 94955xxxx9
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
Navy Federal Credit Union 2022 E 17th St Santa Ana, CA 92705
88884xxxx8 abc***@n**********.org 4 49
Q A Investments 9482 Sean Way, Westminster, CA 92683 71455xxxx4
Chatterton & Associates, The Wealth Management Team, Inc. 3061 E La Palma Ave, Anaheim, CA 92806
71457xxxx0 ani***@c************.com
Topflight Investments 2500 E Imperial Hwy Ste 201-3, Brea, CA 92821 71430xxxx1
CF Financial Services 12860 Beach Blvd, Stanton, CA 90680 87732xxxx2
Ameriprise Financial 4 Venture Ste 210, Irvine, CA 92618
94945xxxx3 bri***************@a***.com
AMC Investments 5120 Birch St, Newport Beach, CA 92660
81836xxxx0 aco*@a*************.com
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
Steven J. Williams, CFP Irvine, CA 92602 80061xxxx1
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
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
Edward Jones - Financial Advisor: Gary A Springer 15061 Springdale St Ste 106, Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 86756 98000
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
Cetera Advisors 2082 Michelson Dr, Irvine, CA 92612
94983xxxx4 a@c*************.com
Spelman And Company 19200 Von Karman Ave, Irvine, CA 92612 94962xxxx0
Catalyst Loans 2390 E Orangewood Ave, Anaheim, CA 92806 71474xxxx0
Lutwen, Gary 2 Park Plz, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
Assali, Scott C 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 116 120
Source Oil and Gas, Inc. 4630 Campus Dr Ste 1001, Newport Beach, CA 92660
94975xxxx7 bhe****@c*********************.com
JD Financial Insurance Services 1905 E 17th St Ste 220 Santa Ana, CA 92705
71454xxxx1 kel*************@g****.com 5 1
Standard Investment Chartered, Inc 2801 Bristol St, Costa Mesa, CA 92626 71444xxxx0
Windfall Advisors 100 Wilshire Blvd Santa Monica, CA 90401
31040xxxx4 inf*@w***************.com 5 11
Cresswind Investment Group 11148 Sudith Ave, Fountain Valley, CA 92708 71455xxxx9
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
Keith Tran, ChFC-UBS Financial Services Inc 20 Pacifica, Irvine, CA 92618
94945xxxx1 abb*********@u**.com
Mutual of Omaha® Advisors - Irvine 1 Park Plz Ste 720, Irvine, CA 92614
94985xxxx9 ae.*******@m************.com
Voit Commercial Brokerage 2400 E Katella Ave Ste 750, Anaheim, CA 92806
71497xxxx0 cco*****@v***.com 2 4.6 11 4336 4600
Tax Law Offices of David W Klasing 2601 Main St, Irvine, CA 92614
94973xxxx4 dav*@t********.net 4.6 26 4.8 38 4.8 9 200 44 199
Amf Wealth Management 2302 Martin Ste 175 Irvine, CA 92612 94938xxxx0
Performance Brokerage Service 7545 Irvine Center Dr, Irvine, CA 92618
94946xxxx2 ada*@p***************************.com
Stowell Insurance and Financial Services 1240 N Van Buren St Ste 211, Anaheim, CA 92807 71477xxxx1
Morgan Stanley Wealth Management 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 bri**@m**********************.com
Lehnertz, David 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx3 acc**********@m************.com
IBS IV Inc 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx1
D & S Investments 3751 S Harbor Blvd, Santa Ana, CA 92704 71443xxxx0
Rivermeade Investments Inc 333 City Blvd W, Orange, CA 92868 71493xxxx2
Cerity Partners 20 Pacifica Irvine California, Irvine, CA 92618
21220xxxx0 aad***@c*************.com
Finacorp Securities 2302 Martin, Irvine, CA 92612 94938xxxx3
Gene Heino 2552 Walnut Ave Ste 140 Tustin, CA 92780
80096xxxx4 g*n*@k****.com 4.3 6
Ying Wang - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx7 dns*****@a***.com
Toney Investment Group 7755 Center Ave, Huntington Beach, CA 92647 71437xxxx3
Latteno Food Corp 6 Hutton Centre Dr, Santa Ana, CA 92707 71438xxxx8
Financial Connections 1801 Park Court Place Building F #104, Santa Ana, CA 92701
71454xxxx4 mal**@f********.com 4.9 31
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
Capital Equity Investments Inc 5 Corporate Park, Irvine, CA 92606
94944xxxx8 goc************@a**.com
Alterman Investments 2205 Lace Leaf Ln, Tustin, CA 92782 71454xxxx0
Orange County Employees Retirement Systems 2223 E Wellington Ave, Santa Ana, CA 92701
71455xxxx0 abe*****@o****.org
Trost, Randall J, CFA 1901 Main St, Irvine, CA 92614
94995xxxx9 acc**********@m************.com
Ngoy, Chris 1901 Main St, Irvine, CA 92614
94980xxxx8 acc**********@m************.com
Charles Schwab 2825 Main St, Irvine, CA 92614
94995xxxx9 app*******************@s*****.com 4.6 12
Okita, Nikolas 2 Park Plz, Irvine, CA 92614
94966xxxx8 ado********@a***.com 298
Jeremiah Nelson - Thrivent 5241 E Santa Ana Canyon Rd Ste 135, Anaheim, CA 92807
71426xxxx8 adm**@d***********.com
Richard Sandoval EA 765 The City Dr So Ste 100-B Orange, CA 92868 71445xxxx9 5 3
Independent Capital Management 1401 Dove Street, Ste 430, Newport Beach, CA 92660
94945xxxx0 a.a@i***********.com
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
Financial Partners Credit Union 1409 W Chapman Ave Ste A Orange, CA 92868
88865xxxx2 ada****@f***.org 4.3 39
Edward Jones - Financial Advisor: Rene Costales 19900 Beach Blvd Ste I, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 85274
Wiedemann, Stephen, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx9 ame******************@a***.com 132834
Wma David Pham 511 N Brookhurst St, Anaheim, CA 92801 71490xxxx5
Edelman Financial Engines 2400 E Katella Ave Ste 410 Anaheim, CA 92806
83375xxxx3 a.b*****@e**********************.com 18796 20 20000
Robert Meaux - Thrivent 5241 E Santa Ana Canyon Rd Ste 135, Anaheim, CA 92807
71426xxxx8 adm**@d***********.com
Savino Tax & Investment Advisory Group 4060 Campus Drive, Suite #220, Newport Beach, CA 92660
94974xxxx0
Perigon Wealth Management 1130 Roosevelt, Irvine, CA 92620
94926xxxx3 abe****@p************.com
Panascope Image Systems 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx5
OWL Wealth Management - Ameriprise Financial Services, LLC 2 Park Plaza Ste 1100, Irvine, CA 92614
94986xxxx0
Life Insurance By Rosy Los Angeles, CA 91606
31094xxxx4 5 7
Prudential Financial 600 City Pkwy W, Orange, CA 92868
71445xxxx0 aar*******************@p*********.com
Palo Capital 31 Ocean Heights Dr, Newport Coast, CA 92657 94971xxxx6
Specialized Wealth Management 2522 Chambers Rd, Tustin, CA 92780
87731xxxx8 chr**@s****************.com
Gates Group Wealth Management 18800 Delaware St, Huntington Beach, CA 92648
71470xxxx5 mic**********@l**.com 5 1
Buckingham Asset Management 3 Park Plz, Irvine, CA 92614
94975xxxx7
Edward Jones - Financial Advisor: Chris Arnaldo 7755 Center Ave Ste 1010, Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 87384 100000
Van Deventer & Hoch Investment 19200 Von Karman Ave, Irvine, CA 92612 94947xxxx5
Dean Investment Inc 9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 71463xxxx0
First Allied Securities 1405 E Chapman Ave, Orange, CA 92866
71493xxxx2 aab**@f**********.com
U.S. Financial Solutions 1971 E 4th St Suite #220, Santa Ana, CA 92705 80020xxxx1 1 4
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
Wells Fargo Advisors 400 Spectrum Center Dr Ste 2160, Irvine, CA 92618
94926xxxx0 abc***@w*****************.com 188275 189000
Seville Investment Enterprises 151 E Santa Fe Ct, Placentia, CA 92870 21321xxxx0
B Riley & Company Inc 600 Anton Blvd, Costa Mesa, CA 92626
94985xxxx1 aap***@b********.com
LCR Coin Inc 18627 Brookhurst St, Fountain Valley, CA 92708
71440xxxx6 bi**@l******.com
Mig Management 660 Newport Center Dr, Newport Beach, CA 92660
94947xxxx0 aco***@m*****.com
Royal Alliance Associates Inc 1811 E Garry Ave, Santa Ana, CA 92705
94985xxxx0 aba*****@r************.com 2986 27 3500
Tax Smart Investing & Planning 9870 Research Dr, Irvine, CA 92618
71451xxxx8 gsi*****@t****************.org 71
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
Advanced Planning Wealth Management
94950xxxx0 adm**@t*********.org
Hoover Thomas 4 Upper Newport Plz Ste 103, Newport Beach, CA 92660 94972xxxx0
Westpark Loans 6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603
94954xxxx9 ant****@w************.com 4.8 52 4.7 24 471 2
NTV CAPITAL GROUP 900 W 17th St B, Santa Ana, CA 92706
71425xxxx2 7f7*************************************@w*****************.com 4 4
Krona Financial Group Inc 1851 E 1st St Ste 900, Santa Ana, CA 92705 71483xxxx1
Pazanti Home Mortgage 19051 Goldenwest St Ste 107, Huntington Beach, CA 92648
71496xxxx0 dje******@p******.com 4
Jlj Investments 8 Sunburst, Irvine, CA 92603 94985xxxx8
Impact Wealth Management 300 Spectrum Center Dr Suite 845, Irvine, CA 92618
94950xxxx2 ada*********@w*****************.com
Frontier Investments 3366 Via Lido, Newport Beach, CA 92663 94972xxxx0 cro*************@f*****.com 3 2 5
Spectrum Capital Investment Group Inc 9911 Irvine Center Dr Ste 100, Irvine, CA 92618
94978xxxx9 ben@s********************.com
Alpha Cubed Investments 18301 Von Karman Ave, Irvine, CA 92612
80070xxxx7 alp**@a********************.com
GAS Investment 3723 Birch St, Newport Beach, CA 92660 94926xxxx7
McCloud Communications 2082 Business Center Dr, Irvine, CA 92612
94955xxxx8 joh*******@m********************.com
Amr Elgamal-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94941xxxx9 aab****@b************.com
Romero Wealth Management, Inc. 2520 N Santiago Blvd, Orange, CA 92867
71454xxxx7 dan*******@l**.com 711 38 716
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
Transworld Business Advisors of Orange County South 23046 Avenida De La Carlota, Laguna Hills, CA 92653
94937xxxx1 aal*@t*****.com
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
Sebastian, Lynne L 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx0 abc***@u**.com
Intercontinental Investment 260 E Dyer Rd, Santa Ana, CA 92707 71427xxxx7
Allstate Investments 17011 Beach Blvd, Huntington Beach, CA 92647
71437xxxx5 a****00@a*******.com
First Priority Investments Inc 16651 Gothard St, Huntington Beach, CA 92647 71484xxxx8
ultimatediversification.com 1222 Cabrillo Park Dr Apt E, Santa Ana, CA 92701 71495xxxx0
Sheffield & Sutton Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 abc***@u**.com
Concord Investment Council 9259 Research Dr, Irvine, CA 92618
94985xxxx0 inf*@m*********************.com 52 2 53
B W & Associates Inc 3111 N Tustin St Ste 215, Orange, CA 92865
71499xxxx7 bon***@b*****************.com
Ostrow, Ronald I 20 Pacifica, Irvine, CA 92618
94945xxxx3 abc*******@u**.com
Merrill Lynch 1851 E 1st St Ste 1500, Santa Ana, CA 91801
71424xxxx0 aas***********@m*.com
Edelman Financial Engines 600 Anton Blvd Ste 1750, Costa Mesa, CA 92626
83375xxxx3 aar*******@e**********************.com 18469 19
SRS Capital Partners 12 Strawberry Farm Rd, Irvine, CA 92612
94941xxxx1 bla***@e*****.com
Monarca Investments 410 N Bristol St, Santa Ana, CA 92703 65723xxxx4
Homes For Sale Near Orange LTD 225 N State College Blvd, Anaheim, CA 92806
94922xxxx7 con****@c***************.com
Orange County Tax Help 5011 Argosy Ave Ste 1 Huntington Beach, CA 92649
71463xxxx0 inf*@t******.com 4.8 296
Lenox Financial Mortgage Corporation 200 E Sandpointe Fl 8 Santa Ana, CA 92707
88896xxxx9 aar*************@l*************.com 3.2 106 2.1 85
Life Design Financial 1370 Brea Blvd Ste 230, Fullerton, CA 92835
71473xxxx1 sco****@l******************.com
Brundage, Steven M 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com 136 3 137
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
Raymond James Financial Services 3 MacArthur Pl # 750, Santa Ana, CA 92707
71470xxxx2 aar************@r***********.com 17450 18000
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
Jessma Investment Holdings 736 S Canyon Mist Ln, Anaheim, CA 92808 71493xxxx5
South Coast Wealth Management 43 Corporate Park Ste 201, Irvine, CA 92606 94974xxxx1
Belcourt Investments Inc 513 30th St, Newport Beach, CA 92663 94972xxxx0
Jason Tajima-Market Leader 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx5 aab****@b************.com
Steven Iacono - Thrivent 49 Discovery Ste 140, Irvine, CA 92618
94941xxxx4 bry********@t*******.com
Met Life 290 Victoria St, Costa Mesa, CA 92627
94943xxxx0 a@m******.com 697238 4091 683000
Cinergy Financial, Inc 15145 Woodlawn Ave, Tustin, CA 92780
71421xxxx4 awi****@c***************.com
Dow Street Assoc Lp 1506 Weymount Pl, Santa Ana, CA 92705 71483xxxx5
Jordan Liebling-Thrivent 49 Discovery, Irvine, CA 92618
76083xxxx5 adm**@d***********.com
Petra Chien 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx9 acc************@f************.com
Oppenheimer & Co Inc 600 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 aal****@o**********.com
SchoolsFirst Federal Credit Union 5305 Alton Pkwy Ste C Irvine, CA 92604
84467xxxx2 a.c*****@s**************.org 4.1 51 4.1 96 94850 136 95000
Stifel 20 Pacifica Ste 1400, Irvine, CA 92618
94927xxxx0 abb****@s*****.com 4413 4800
Morgan Stanley Wealth Management 19000 Macarthur Blvd, Irvine, CA 92612 94964xxxx2 inf**@m**********************.com
Morgan Stanley Wealth Management 660 Newport Center Dr, Newport Beach, CA 92660 94971xxxx0
Milestone Wealth Management & Insurance Solutions 17011 Beach Blvd, Huntington Beach, CA 92647
71446xxxx5 rya*@c***************.com
Dare2Dream 3401 W Sunflower Ave STE 100, Santa Ana, CA 92704 71447xxxx3
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Edward Jones - Financial Advisor: Jeff Dutmers 7510 E Chapman Ave, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 3 2
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
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
World Financial Group 2230 W Chapman Ave, Orange, CA 92868 71449xxxx9
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
Securities America 23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630
94985xxxx1 aad********@s****************.com
SNR VENTURES INC 14271 Jeffrey Rd, Irvine, CA 92620 94924xxxx1
Geske David T 4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 94975xxxx7
Onitus Capital 3857 Birch St Ste 5059 Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 1 59 132
Benchmark Wealth Management 950 E Katella Ave Ste 2 Orange, CA 92867 71463xxxx3
WM Investment Company 120 Danbury Ln, Irvine, CA 92618 94926xxxx5
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
Ron Berg Investments 970 N Tustin Ave, Anaheim, CA 92807
71463xxxx0 aus***@r***********.com
Occhino & Associates 17220 Newhope St, Fountain Valley, CA 92708
71470xxxx0 aar************@r***********.com 17355
Morgan Stanley Wealth Management 6436 Irvine Blvd, Irvine, CA 92620
94945xxxx7 aar***********@m***********************.com
Rad Financial and Insurance Inc 2020 Main St Ste 1200, Irvine, CA 92614
94977xxxx0 abb********@p************.com
Pimco 650 Newport Center Dr, Newport Beach, CA 92660
94976xxxx3 aam***********@p****.com 4.4 16
Silver Lake Investments 1303 Avocado Ave, Newport Beach, CA 92660 94970xxxx4
Ameriprise Financial 2600 Michelson Dr Ste 1460, Irvine, CA 92612 94925xxxx0
Banta Asset Management LP 517 30th St, Newport Beach, CA 92663
94967xxxx4 inf*@b*******************.com
Hallin Financial Services 1801 Parkcourt Pl E-101, Santa Ana, CA 92701 71420xxxx9
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
LPL Financial 25151 Arctic Ocean Dr, Lake Forest, CA 92630
31066xxxx0 aar********@l**.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
Wealth & Business Management LAB Tustin, CA 92782
56234xxxx0 ang**@l********.com
Kava Ventures 12842 Newport Ave Apt 9, Tustin, CA 92780
71486xxxx5
CFW Investments 15 Champlain, Irvine, CA 92620 71483xxxx8
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Jason Stein, CFP(R) : Bluepoint Wealth Advisors
94923xxxx7 inf*@b**************.com
Bridgeport Investment Co 14841 Yorba St Ste 205, Tustin, CA 92780 71450xxxx5
Financial Growth Management 17871 Santiago Blvd Ste 224, Villa Park, CA 92861
71424xxxx0 hel**@f**********.com
Hold Brothers Online Investment 7923 Warner Ave, Huntington Beach, CA 92647
71484xxxx9 ash*****@h***********.com
Epic Financial Management 16787 beach blvd#150, Huntington Beach, CA 92647 71464xxxx7
Nadavon Capital Partners 3857 Birch St, Newport Beach, CA 92660
94941xxxx4 hel**@n******.com
Wynstar Investments 2140 S State College Blvd, Anaheim, CA 92806 71420xxxx5
T J Team Investment Co 3544 E Woodbine Rd, Orange, CA 92867 71499xxxx2
Big Sky Capital Investments 2323 Main St, Irvine, CA 92614 94927xxxx5
Ambrose Management Co 12440 Woodhall Way, Tustin, CA 92782 71473xxxx4
Stewardship Wealth Management Solutions 101 Main St #200, Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
Wells Fargo Advisors 17775 Santiago Blvd, Villa Park, CA 92861 71463xxxx1
Sabal Capital 3 4675 Macarthur Ct, Newport Beach, CA 92660
94975xxxx7
Capital Group Companies 6470 Oak Cyn, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 170465
Everplus Capital 39 Bower Tree, Irvine, CA 92603
94928xxxx7 inf*@e***********.com
Emerald Wealth Management 5000 Birch St Ste 3000 Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
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
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
World Financial Group 825 N Broadway, Santa Ana, CA 92701
71455xxxx6 con****************@t***********.com 82300 2050 86000
Spectrum College Planning 2372 Morse Ave Ste 283 Irvine, CA 92614
94974xxxx0 hki*@f****************.com 5 1
Edward Jones - Financial Advisor: Jonathan Lien 16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618
94975xxxx7 a.j*********@e**********.com 87631 100000
J & B Investments 5150 E La Palma Ave, Anaheim, CA 92807 71477xxxx5
Premier Commercial Brokerage 1420 N Bristol St, Newport Beach, CA 92660
94925xxxx3 jes****@p*************************.com
New Market Wealth Management 695 Town Center Dr, Costa Mesa, CA 92626
65790xxxx9 inf*@n**************.com
St Clair Investments 17291 Irvine Blvd, Tustin, CA 92780
71436xxxx2 res****@s****************.com
Joseph P. Katzaroff, CFP - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx5 abc***@u**.com
Turner Denise 160 E Yorba Linda Blvd, Placentia, CA 92870 71498xxxx2
ClearLight Partners 100 Bayview Cir, Newport Beach, CA 92660
94972xxxx0 ajb@c*****************.com
Long, Michael R 18002 Irvine Blvd, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86737 98000
Imad Sibai Financial Coach Santa Ana, CA 92704 90922xxxx4
Arch Bay Capital 3121 Michelson Dr Ste 200, Irvine, CA 92612 94967xxxx0
Secura Investing-112 1975 N Batavia St, Orange, CA 92865 71499xxxx1
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
Db Investments 2811 E Katella Ave, Orange, CA 92867 71453xxxx0
Sierra Investment Group 550 Newport Center Dr, Newport Beach, CA 92660 94971xxxx4
Euro Pacific Capital Inc 20271 SW Acacia St, Newport Beach, CA 92660
71466xxxx0 alb***@e******.com 289 350
Crown Wealth Management Inc 17011 Beach Blvd Ste 680, Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Consolidated Analytics, Inc: Mortgage & Financial Services 1 MacArthur Pl # 100, Santa Ana, CA 92707
80032xxxx0 aa@c********************.com 2.9 36 146 11
Apriem Advisors 19200 Von Karman Ave #1050, Irvine, CA 92612
94925xxxx8 and***@a*****.com 5 2 280 36 304
Megha Investments 215 Orangefair Mall, Fullerton, CA 92832 71444xxxx4
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
Isles Ranch Partners 24 Corporate Plaza Dr, Newport Beach, CA 92660
94938xxxx4 gor***@i*********.com
Trd Investment Properties 14550 Magnolia St, Westminster, CA 92683 71489xxxx0
Joshua S Wyper - Wyper Wealth Management 17671 Irvine Blvd Ste 115 Tustin, CA 92780
71479xxxx1 jos***@w********************.com 5 1
Irvine Wealth Management and Financial Planning 7545 Irvine Center Dr Ste 200, Irvine, CA 92618
94970xxxx3 bla**@i***********.com
Bernay, Elizabeth S 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
Fisher Investments 20 Pacifica Ste 630, Irvine, CA 92618
94977xxxx0 a.b*******@f*.com 161290 609 158000
Crestbridge Financial 201 E Sandpointe Ave, Santa Ana, CA 92707
94961xxxx8 csr****@c*******************.com
Matles & Associates 1601 E Lincoln Ave, Orange, CA 92865
71473xxxx0 all****@g*******.com
Excelsior Capital Partners 4695 Macarthur Ct, Newport Beach, CA 92660
94956xxxx0 ayo***@e******.com
Ryan Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 14743 16000
Lidingfeng Investment 1812 W Sumac Ln, Anaheim, CA 92804 31090xxxx8
Circle Vision 1006 Segovia Cir, Placentia, CA 92870 71463xxxx9
Quintessential Financial Corp 2372 SE Bristol St, Newport Beach, CA 92660 94977xxxx5 6
Irvine Advisors LLC 9940 Research Dr Ste 200, Irvine, CA 92618
94993xxxx7 ash*****@e************.com
City National Bank - Irvine - Orange County Airport 18111 Von Karman Ave Irvine, CA 92612
94922xxxx0 aks*********@c**.com 2 4 5381 138 5900
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
Mike Safari, CPA, MSA, CGMA 160 Centennial Way Ste 20 Tustin, CA 92780
71493xxxx6 inf*@s*****.com 5 21
John Wende-Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr, Tustin, CA 92780
94925xxxx9 dns*****@a***.com 222 223
Pacific Coast Invesments And Management 18552 Macarthur Blvd, Irvine, CA 92612 94972xxxx0
Unique Property Management 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 upm@u*************.com
Sroka & Co, CPAs 41 Corporate Park Ste 380 Irvine, CA 92606
94935xxxx9 inf*@s********.com 5 1
Pacific Investment Research 942 E Chapman Ave, Orange, CA 92866
71473xxxx8 chi**@p************************.com 5 1 5 5 507
Joshua Huezo - Thrivent 49 Discovery Ste 140, Irvine, CA 92618
90923xxxx9 ale*************@t*******.com
Equity Star 620 Newport Center Dr Fl 11th, Newport Beach, CA 92660
94949xxxx0
Ubs 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94976xxxx8 aar*******@u**.com 228910
Wells Fargo Advisors 209 W Tiller Ave, Anaheim, CA 92802
71475xxxx5 a-w***************@w*****************.com 188325 189000
LA Wealth Management Costa Mesa, CA 92626
42445xxxx5 car*****@l*****************.com 5 3
Thapa Investment Solution 3033 Bristol St, Costa Mesa, CA 92626
56230xxxx0 con****@t***************.com
Orange County’s Credit Union 1721 E Saint Andrew Pl, Santa Ana, CA 92705
88835xxxx8 aci******@o**************.org 4 48 3.5 163
Greenwich Capital Markets 19200 Von Karman Ave Ste 950, Irvine, CA 92612
94993xxxx0 as@g*******************.com
Nationwide Business Credit 2082 Business Center Dr, Irvine, CA 92612 94975xxxx5
Edward Jones - Financial Advisor: Wesley J. Cummings 1467 N Wanda Rd Ste 175, Orange, CA 92867 71494xxxx3
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
Wilson Financial Services 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0 4.4 15
World Financial Group 15375 Barranca Pkwy, Irvine, CA 92618 94986xxxx8 1 2
Hustlers Investments 970 W 17th St, Santa Ana, CA 92706 88862xxxx4
Millan, Eddie 117 S Harbor Blvd, Santa Ana, CA 92704
62648xxxx9 a****00@a*******.com
Scottrade 2410 E Katella Ave, Anaheim, CA 92806
71494xxxx0 4.5 208
Buchanan Street Partners 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ade****@b*************.com 3.3 3
Ttl Groups Inc 13880 Harbor Blvd, Garden Grove, CA 92843 71453xxxx4
Securities America INC 2619 E Palmyra Ave, Orange, CA 92869 71499xxxx6 aar********@s****************.com
The Householder Group 1440 N Harbor Blvd Ste 800, Fullerton, CA 92835 71444xxxx4 amc***********@h***************.com
Peters, Michael T, CPA 1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705
71454xxxx0 a.j****@r******.com 140 8 205
Wealth Management Strategies 2050 Main St #520, Irvine, CA 92614
94983xxxx2 acg********@w********.com
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
Freedom Investment Corp 770 N Tustin St, Orange, CA 92867 71460xxxx2
James Investments 1100 W Town And Country Rd, Orange, CA 92868
94928xxxx0 jlu****@j*********************.com
Wilmington Trust 650 Town Center Dr, Costa Mesa, CA 92626
31030xxxx0 aam****@w**************.com
Corporate Pointe Investments 1 Corporate Park, Irvine, CA 92606 94941xxxx8
LPL Financial 10061 Talbert Ave, Fountain Valley, CA 92708
71496xxxx0 aar********@l**.com
James Owens - Morgan Stanley 2677 N Main St, Santa Ana, Ca 92705
71464xxxx5 acc**********@m************.com
Kinecta Federal Credit Union - Fountain Valley 17860 Newhope St Ste 102 Fountain Valley, CA 92708
31064xxxx8 bob*******@k******.org 4.3 75 43475 1455 43000
2E Wealth Management 140 S Chaparral Ct Ste 130, Anaheim, CA 92808
71499xxxx0 inf*@2*******.com
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 #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
Nozomi & Kelsey Milanovic 16282 E Main St Tustin, CA 92780 94997xxxx3
Edward Jones - Financial Advisor: Lee Norton 17822 17th St Ste 405 Tustin, CA 92780
71483xxxx6 acc**********@e**********.com 4.4 7 148
Great Far East 7700 Irvine Center Dr, Irvine, CA 92618
94958xxxx9 c18*****************************@s*****.wixpress
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
Guardian Financial Partners 635 E Chapman Ave, Orange, CA 92866
94977xxxx9 cba*****@g************************.com
Wells Fargo Advisors 3925 S Bristol St, Santa Ana, CA 92704 71443xxxx0
Ameriprise Financial Services 2020 Main St, Irvine, CA 92614
94966xxxx2 ame******************@a***.com
Chd Investments Incorporated 8001 Irvine Center Dr, Irvine, CA 92618 94975xxxx0
Burke Investment Co 28 Hammond, Irvine, CA 92618
94958xxxx3
Charter West Financial Management 4425 Jamboree Rd Ste 180, Newport Beach, CA 92660
94947xxxx8 adm**@c***********.com 107 111
Ameriprise Financial 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx5 cli****************@a***.com 222 223
Bilak and Kramer Capital 180 Newport Center Dr Ste 185, Newport Beach, CA 92660 94970xxxx2
Investments Lavering 13402 Heritage Way, Tustin, CA 92782 71433xxxx8
Cameo Investments Ctr 18821 Ridgeview Cir, Villa Park, CA 92861 71463xxxx9
Bockhold Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
Barouti Financial Services 4695 Macarthur Ct, Newport Beach, CA 92660 94985xxxx5
Vemanti Group, Inc 7545 Irvine Center Dr, Irvine, CA 92618
94955xxxx0 bob*********@v******.com 423
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
Rare Coin Wholesalers 200 Spectrum Center Dr Ste 2020, Irvine, CA 92618
94967xxxx2 inf*@r***.com 1429 4 1500 5 1
Global Hunter Securities 600 Anton Blvd, Costa Mesa, CA 92626 94927xxxx0 cha***@s**************.com 4.6 19
Garza Investments Corp 852 W Town And Country Rd, Orange, CA 92868 71454xxxx2
Pinnacle Strategies Insurance and Financial Services, LLC 211 W Warner Ave, Santa Ana, CA 92704
71426xxxx1 bro**@c*******.com
Zapotocky, James 1901 Main St, Irvine, CA 92614
94980xxxx7 acc**********@m************.com
Newman, Richard C 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx8 acc**********@m************.com
Investment Inc Pcd 855 Seagull Ln, Newport Beach, CA 92663 81835xxxx9
Dania Investment 1415 French St, Santa Ana, CA 92701 71487xxxx7
McKinnon And Associates 18400 Von Karman Ave Ste 400 Irvine, CA 92612
90936xxxx6 dal************@l**.com
Investors Title Company 300 S Harbor Blvd, Anaheim, CA 92805
71468xxxx2
Bablot Investments 1733 Monrovia Ave Ste V, Costa Mesa, CA 92627
94957xxxx2 man*******@b****************.com
Umpqua Bank Home Lending 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94987xxxx2 aar*********@u*********.com 4 1189 50650 669 49000
Everguard.ai 100 Spectrum Center Dr, Irvine, CA 92618
87721xxxx7 car****@e********.ai 132
J P Morgan 225 N Tustin St, Orange, CA 92867 71499xxxx0
Sapience Investments 520 Newport Center Dr, Newport Beach, CA 92660
94970xxxx5 bry**********@b*********.com
KPP Financial 18575 Jamboree Rd Ste 600 Irvine, CA 92629
80055xxxx1 ary**@k***********.com 4 4
Reza Investment Group 18662 Macarthur Blvd Ste 300, Irvine, CA 92612
94983xxxx0 a@r************.com
Quiktax Services 1043 E Chapman Ave Ste C Orange, CA 92866
71474xxxx7 gtm*****@w******************.com 4.8 25
Peatling, Tracy, CFP 4 Venture, Irvine, CA 92618
94945xxxx3 dns*****@a***.com
Dafesh, Elias, AGT 401 S Euclid St, Anaheim, CA 92802
56276xxxx7 a****00@a*******.com
Born In California 1700 W Cerritos Ave, Anaheim, CA 92804 71474xxxx3
Edward Jones - Financial Advisor: Daniel W Verdugo 790 The City Dr S Ste 430, Orange, CA 92868
71446xxxx6 a.j*********@e**********.com 30
Cruttenden Partners Serving theSanta Ana Area 94939xxxx0
Grubb & Ellis Residential Brokerage Services 15343 Culver Dr, Irvine, CA 92604 94955xxxx0
Standard S A Investments 3220 S Standard Ave, Santa Ana, CA 92705 71455xxxx4
Wells Fargo Advisors Irvine, CA 92612
94975xxxx3 a-w***************@w*****************.com 188325 189000
Barangay Investment Club 2510 W Adams St, Santa Ana, CA 92704 71454xxxx5
Edward Jones 3230 E Imperial Hwy Ste 175, Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 87631 100000
Investors Trust 1 Upper Newport Plz, Newport Beach, CA 92660 94925xxxx0 2
Wla 1301 Dove St, Newport Beach, CA 92660
94985xxxx4 apo****@w*************.com
Svl Holding Corp 1620 N Placentia Ave, Placentia, CA 92870
71498xxxx2 inf*@s************.com
James P Fletcher 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
Diana Ashbaugh-Thrivent 49 Discovery, Irvine, CA 92618
65043xxxx8 adm**@d***********.com
Capital Aspects 1502 E Warner Ave, Santa Ana, CA 92705 94993xxxx6
Bright Biz Investments 47 Rising Sun, Irvine, CA 92620 94928xxxx2
Providence Wealth Management Group - Ameriprise Financial Services, LLC 2600 Michelson Dr #1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Ohanesian Investments Serving theSanta Ana Area 94958xxxx0
Mariner West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660
85734xxxx8 aar********@m********************.com 5 1
Flagstar Bank 19700 Fairchild Ste 146, Irvine, CA 92612
94985xxxx0 a.d******@f*******.com 1.5 2
Barnett Financial Planning 1442 Irvine Blvd Ste 212 Tustin, CA 92780
71473xxxx0 dav**@b***********************.com
Cruttenden Partners 4600 Campus Dr Ste 110, Newport Beach, CA 92660
94939xxxx0 cor**@c*****************.com
Signature Resources 19900 Macarthur Blvd, Irvine, CA 92612
94993xxxx0 ahj***@f*************.com
Capstone Dynasty Trust 500 N State College Blvd Orange, CA 92868
71420xxxx3
L2 Financial 17852 17th St #201, Tustin, CA 92780
94958xxxx1 inf*@l****.com
Birch Investment 20271 SW Birch St, Newport Beach, CA 92660 31027xxxx0
Teton Investments Serving theSanta Ana Area 94972xxxx7
Insight Financial Advisors 400 N Tustin Ave Ste 250, Santa Ana, CA 92705
71454xxxx0 cxx*****@i********.com
Amita Investments 17192 Murphy Ave, Irvine, CA 92623 42435xxxx3
Blanco Investments 3197 Airport Loop Dr, Costa Mesa, CA 92626 71443xxxx6
Orange County Small Business Development Center 1300 S Bristol St, Santa Ana, CA 92706
71456xxxx0 4.8 5 5 2 5 43 3319 34 3700
Wells Fargo Advisors 220 S State College Blvd, Anaheim, CA 92806 71477xxxx1
Michael Raji-Thrivent 49 Discovery, Irvine, CA 92618 94929xxxx9
Private Asset Management. 3200 S Bristol St Ste 625 Santa Ana, CA 92704
71455xxxx0 a.-*@p*****.com
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
Helen Kim - Movement Mortgage 17877 Von Karman Ave Ste 230 Irvine, CA 92614
21343xxxx0 ada*******@m*******.com 5 157 4.2 2142 47547 52000
IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71479xxxx1 ahe*******@i**********.com 5 5 3
Knowlton Financial 5557 E Santa Ana Canyon Rd Ste 208, Anaheim, CA 92807
71468xxxx8 bri**********@s****************.com 41
Morgan Stanley Wealth Management 5000 Birch St, Newport Beach, CA 92660 71475xxxx1
Brenen Capital Management Group 1601 Dove St Ste 291, Newport Beach, CA 92660 80058xxxx6
Sterk Investments Inc 600 City Pkwy W Ste 500, Orange, CA 92868 71493xxxx0
Michael Investment Co 17702 Mitchell N, Irvine, CA 92614 94995xxxx0
Unity Wealth Partners 4050 W Metropolitan Dr Suite 150, Orange, CA 92868
94968xxxx8 con****@u******************.com
Owens, James 2677 N Main St, Santa Ana, CA 92705
71464xxxx5 acc**********@m************.com
Trilogy Financial Services 17011 Beach Blvd Ste 800, Huntington Beach, CA 92647
71484xxxx7 aar**********@t********.com 4143 4100
Uniti Bank 6301 Beach Blvd Ste 100, Buena Park, CA 90621
71473xxxx8 asa**@u********.com
Halliburton Investments 757 Domingo Dr, Newport Beach, CA 92660 94976xxxx0
Wildrose 2300 SE Bristol St, Newport Beach, CA 92660
94949xxxx1 inf*@w**************.com
Clements, Jerry, AGT 4 Venture, Irvine, CA 92618
94945xxxx3 ame******************@a***.com
Vincent Brizzolara - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx2 acc**********@m************.com
Bagga Investments 605 E Sycamore St, Anaheim, CA 92805 71427xxxx7
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.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
Wells Fargo Advisors 8540 E Chapman Ave, Orange, CA 92869 71428xxxx0
Melissa To - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx0 acc**********@m************.com 4.4 5
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
The Fourels Investments 1321 E Katella Ave, Orange, CA 92867 71463xxxx3
Travis Combe - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dan***********@a***.com 66
Nurture Financial Planning 333 City Blvd W Ste 1700 Orange, CA 92868
94986xxxx7 con****@u******************.com
Financial West Group 1300 Quail St Ste 204, Newport Beach, CA 92660
94922xxxx1 jag*********@f**.com
Champlain Investment Partners 18201 Von Karman Ave, Irvine, CA 92612
80284xxxx0 ah@c****.com
Hunter Asset 1913 E 17th St, Santa Ana, CA 92705 71488xxxx4
Lucky Group Investments 1857 W Katella Ave, Anaheim, CA 92804 65075xxxx7
Amir kashani 5753 E Santa Ana Canyon Rd, Anaheim, CA 92807 94926xxxx3
Triad Investment Management 1301 Dove St, Newport Beach, CA 92660
94985xxxx2 con****@t******.com
Morgan Stanley Wealth Management 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0 aar***********@m***********************.com
Catalina Investments 5110 E Crescent Dr, Anaheim, CA 92807 95127xxxx6
LPL Financial 23101 Lake Center Dr, Lake Forest, CA 92630
94920xxxx8 aar********@l**.com
Polaris Wealth Advisory Group, LLC 3200 Park Center Dr Suite 1260, Costa Mesa, CA 92626
94963xxxx3 a.j****@p************.com
LPL Financial Services 1370 Brea Blvd, Fullerton, CA 92835
71473xxxx2 aar********@l**.com 20003 207
Patriquin, Debra 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ale*********@m*.com
Secured Income Group 17592 17th St Ste 100, Tustin, CA 92780
71436xxxx0 cus************@m************.com
401k-Checkup 1401 Dove St Ste 420, Newport Beach, CA 92660
94997xxxx8 inf*@4***********.com
BMI Financial 5 Upper Newport Plz, Newport Beach, CA 92660 94922xxxx0
Raymond James 915 W Imperial Hwy Ste 140, Brea, CA 92821
71467xxxx2 aar************@r***********.com
Clearvue Capital 895 Dove St Ste 120, Newport Beach, CA 92660
94929xxxx0 csa****@c***********.net
Sarah Mackay - Thrivent 49 Discovery Ste 140, Irvine, CA 92618
94974xxxx0 ale*************@t*******.com
Concourse Coi Investments 1506 N Sycamore St, Santa Ana, CA 92701 62691xxxx0
Voorhees Investments 3501 Jamboree Rd, Newport Beach, CA 92660
94972xxxx1
JCV Wealth Management 17541 17th St Suite 203, Tustin, CA 92780
71459xxxx8 ebe*@e*******.com 1037 1100
Wealth Management Solutions 2532 Dupont Dr, Irvine, CA 92612
94947xxxx0 inf*@w******.com 58 4 63
Lenders Investment Corp 2755 S Bristol St, Santa Ana, CA 92704 71454xxxx7
Om Safal Unity 2401 W Chapman Ave, Orange, CA 92868 65728xxxx2
Morgan Stanley Financial Advisors 2677 N Main St 10th Fl, Santa Ana, CA 92705
71483xxxx1 acm***********@m************.com 3.5 2
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
J & I Legacy LLC 1607 E Lincoln Ave Ste C, Orange, CA 92865 88854xxxx0
Sierra Asset Management 2525 Ocean Blvd, Corona Del Mar, CA 92625 94966xxxx4
Edward Jones 6813 Quail Hill Pkwy, Irvine, CA 92603 94982xxxx7 a.j*********@e**********.com 87631 100000
Hughes Investments 23 Corporate Plaza Dr, Newport Beach, CA 92660
94975xxxx1 ajo*****@h********.com
Vieth Co 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 94947xxxx8
Latisys 17400 Von Karman Ave, Irvine, CA 92614
94998xxxx7 aar**********@l******.com
Kolbach, Amanda 1901 Main St, Irvine, CA 92614
94980xxxx5 acc**********@m************.com
Whalerock Investment Inc Serving theSanta Ana Area 94933xxxx6
Securities America 200 S A St, Tustin, CA 92780 71466xxxx1 aar********@s****************.com
Blukey Investments 9140 Trask Ave, Garden Grove, CA 92844 65722xxxx3
Morgan Stanley Wealth Management 300 Spectrum Center Dr Ste 800, Irvine, CA 92618 94934xxxx0
FSC Securities Corp 14200 Culver Dr, Irvine, CA 92604
94955xxxx7 ade****@f*****.com
Oxford Bioscience 650 Town Center Dr Ste 810, Costa Mesa, CA 92626
71470xxxx4 ape******@o****.com
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ 940 S Coast Dr Ste 250, Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 226
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
American Gateway Regional Centers 160 N Riverview Dr, Anaheim, CA 92808
71431xxxx1 inf*@a******.com
Ward Investment Co 2110 Newport Blvd, Costa Mesa, CA 92627 94964xxxx0
Strattford Capital 4440 Von Karman Ave, Newport Beach, CA 92660 94938xxxx5
BFS Wealth Management 2040 Main St, Irvine, CA 92614
71428xxxx6 adm**@b***.com 29 37
Jennifer Zaat-Wright 18837 Brookhurst St Ste 101, Fountain Valley, CA 92708 71496xxxx0
Pinn Investments 4675 Macarthur Ct, Newport Beach, CA 92660
94966xxxx0 axx****@p**************.com
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
Esquivel Financial Services 2677 N Main St Suite 825, Santa Ana, CA 92705
71483xxxxxxx3 joh******@e************************.com
Worldwide Capital Investment 7545 Irvine Center Dr, Irvine, CA 92618
94922xxxx4 bab**@w******************.com 5 9 112 114
Phong Dien Investment 17290 Newhope St, Fountain Valley, CA 92708 71475xxxx8
Pacific Venture Group 4 Venture, Irvine, CA 92618 94975xxxx0
Diversified Pacific Partners 901 Dove St Ste 220, Newport Beach, CA 92660
94986xxxx5 jja*****@d*************.com
Ignacio Brache-Thrivent 49 Discovery, Irvine, CA 92618
81841xxxx8 adm**@d***********.com
Primevest Financial 15343 Culver Dr, Irvine, CA 92604
94926xxxx1 3.2 9
Mariman and Co 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx6 ag@m******.com
K Investment Co 5000 Birch St, Newport Beach, CA 92660
94994xxxx5 aar**@c****************.com
The Richman Group 345 E Commonwealth Ave, Fullerton, CA 92832
71452xxxx2 a.a*****@t**************.com
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
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
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
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
State Street Ims 46 Discovery Ste 150, Irvine, CA 92618
94993xxxx0 aal******@s**********.com
Bosler Family Trust 331 Georgia Cir, Placentia, CA 92870 71452xxxx8
Towneley Capital Management Inc 23197 La Cadena Dr, Laguna Hills, CA 92653
94983xxxx0 car***@t*******.com
Schultz Richard 1171 Appian Way, Santa Ana, CA 92705 71473xxxx8
Cetera Advisors 17100 Gillette Ave, Irvine, CA 92614
94983xxxx4 a@c*************.com
Lpl Financial 100 Pacifica, Irvine, CA 92618
94955xxxx0 inf*@a***********.com 264 17 265
Strathspey Crown 4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660 94926xxxx0
Aidan Dressler-Thrivent 49 Discovery, Irvine, CA 92618
76071xxxx6 adm**@d***********.com
LPL Financial 21942 Kaneohe Ln, Huntington Beach, CA 92646
71484xxxx0 aar********@l**.com
M K Asset Recovery 1309 N Paradise Ct, Anaheim, CA 92806 71439xxxx1
Rockbridge Securities Inc Rockbridge Securities Inc 8001 Irvine Center Dr, Irvine, CA 92618 94958xxxx3
Maxim Capital Advisors Inc. 9160 Irvine Center Dr Ste 201, Irvine, CA 92618
94974xxxx3 inf*@m*******************.com
Christopher M. Simmons Physician Financial Services 695 Town Center Dr Ste 200, Costa Mesa, CA 92626 71486xxxx0
US Business Funding 1 MacArthur Pl #350, Santa Ana, CA 92707 94946xxxx0 4.6 630
Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acm***********@m************.com
Nour Investments Inc 16851 Mcfadden Ave, Tustin, CA 92780 71488xxxx3
The Bahnsen Group 520 Newport Center Dr, Newport Beach, CA 92660
94987xxxx0 abe****@t**************.com 4.8 33 2097 51 2200
Micha Investment Corp 351 Hospital Rd Ste 507, Newport Beach, CA 92663 94964xxxx1
True Vine Invest 2231 S Dupont Dr, Anaheim, CA 92806 71431xxxx5
Ersop.Com Inc 18141 Beach Blvd #300, Huntington Beach, CA 92648
86669xxxx7 adm**@e****.com
Second Time Around Investment 3602 S Marine St, Santa Ana, CA 92704 56230xxxx3
Newport Capital 15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 94975xxxx6
OAC Holdings Serving theSanta Ana Area
90927xxxx5
Pacific Western Bank 275 N Brea Blvd, Brea, CA 92821
71467xxxx0 aag*****@p*****************.com 3.7 6
Orion Investment Real Estate 4120 Birch St Ste 110, Newport Beach, CA 92660 94920xxxx0
World Financial Group 17852 17th St Ste 105, Tustin, CA 92780 65721xxxx2
Researchdx 13766 Alton Pkwy, Irvine, CA 92618
51033xxxx7 aav****@r*********.com
Number 1 Insurance 17111 Beach Blvd Ste 103, Huntington Beach, CA 92647
71484xxxx0 inf*@n*********.com 4.9 518 5 1
The Capital Group Companies, Inc 6455 Irvine Center Dr, Irvine, CA 92618
80042xxxx5 and*********@m***************.com 170912 185000
Bancorp Familiar 2024 N Broadway Ste 200, Santa Ana, CA 92706
71454xxxx0
Citibank 17400 Brookhurst St Fountain Valley, CA 92708
65721xxxx4 abb**********@c***.com 3 20 2.2 34 154297 1838 11
Sierra Nevada Investment Group 3186 Pullman St, Costa Mesa, CA 92626 71485xxxx7
Edward Jones 2582 N Santiago Blvd, Orange, CA 92867
71473xxxx3 a.j*********@e**********.com 86209 96000
The Macarthur Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx3 acc**********@m************.com
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
Oracle College Planning 16755 Von Karman Ave Ste 200 Irvine, CA 92606
94939xxxx0 5 2
Michael Y Yen-Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx8 acc**********@m************.com
T N Investments Group, LLC 17220 Newhope St, Fountain Valley, CA 92708 71443xxxx4 1 3
Corporate Park 1 and 5 1 Corporate Park, Irvine, CA 92606 94941xxxx8
Ricardo Marin-G D L Investment 1034 S Main St, Santa Ana, CA 92701 71451xxxx7
M Knott Enterprises 41 Royal Saint George Rd, Newport Beach, CA 92660 94964xxxx6
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
LPL Financial 7700 Irvine Center Dr, Irvine, CA 92618
94974xxxx8 aar********@l**.com
Lh Capital 1830 Main St, Irvine, CA 92614 94924xxxx0 4.6 1287
Pyramid Capital Investments Corp 4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660
94983xxxx7 sro*@p*************.com
Tunney Wealth Management - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx6 acc***************@u**.com
Acevedo, Daniel 1901 Main St, Irvine, CA 92614
94934xxxx4 acc**********@m************.com
Kensington Resources 600 Anton Blvd Ste 1000, Costa Mesa, CA 92626 71438xxxx0
Digital Asset Investment Management 260 Newport Center Dr Ste 100, Newport Beach, CA 92660
94929xxxx2 hq@d***.io
Twenty-Twenty Investments Irvine, CA 92604 94955xxxx1
North Wealth Management 4667 MacArthur Blvd Ste 220 Newport Beach, CA 92660 94925xxxx5
Kothari, Sonny 145 S State College Blvd, Brea, CA 92821
71425xxxx7 ale*********@m*.com
Berman Investment Group 20251 SW Acacia St Ste 200, Newport Beach, CA 92660 94927xxxx0
Clearview Investment-Mgmt Bus 13661 Laurinda Way, Santa Ana, CA 92705 71439xxxx7
Dalva & Associates 600 Anton Blvd Ste 1100, Costa Mesa, CA 92626
71443xxxx7 aar********@d*.com
Cimco 3303 Harbor Blvd, Costa Mesa, CA 92626
71436xxxx0 joh*@c*********.com
Challenger Company 15615 Alton Pkwy Ste 330, Irvine, CA 92618
94975xxxx4 nan**@c***************.com
The Phillips Group 2300 E Katella Ave Ste 405 Anaheim, CA 92806
71466xxxx1 bil****@p***************.com 4.6 34
Global Vision Holdings, Inc 19200 Von Karman Ave, Irvine, CA 92612 94928xxxx8
Sunny Realty & Management Inc 9946 Garden Grove Blvd, Garden Grove, CA 92844
71463xxxx0 ceo@g*****************.com 4.8 30 1091 92 1200
Alin Worldwide Investments 555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 71426xxxx0
SBL | Commercial Investments and Management 790 The City Dr S, Orange, CA 92868 71466xxxx8
Securities America Inc 760 N Euclid St, Anaheim, CA 92801
71452xxxx0 aad********@s****************.com
BBVA Compass 2020 Main St Ste 950, Irvine, CA 92614
94921xxxx9 5 2
Steadfast Management Company 18100 Von Karman Ave Ste 500, Irvine, CA 92612
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
Robert Foley - Raymond James 17542 17th St #110, Tustin, CA 92780
71461xxxx6 aar************@r***********.com 5 2 17483 18000
Sexton Family Investment Plan Irvine, CA 92620 71461xxxx9
AOA Investments Inc 2932 Daimler St, Santa Ana, CA 92705 94941xxxx4
Anchor Re Captital Management Co 7545 Irvine Center Dr Ste 200, Irvine, CA 92618 94933xxxx7
Hanna Capital Management 43 Post, Irvine, CA 92618 94927xxxx0 car********@a*******************.com 241 20 243
Price, Michael, AGT 2 Park Plz, Irvine, CA 92614
94997xxxx6 dns*****@a***.com
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
Financial Research Group 4500 Campus Dr Ste 135, Newport Beach, CA 92660 94975xxxx0
Securities America Inc. 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Tellone Financial 6200 E Canyon Rim Rd Ste 201, Anaheim, CA 92807
71499xxxx0 and*@t******.com
McLaughlin, John 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 acc**********@m************.com
Spinnaker Investment Group 4100 Macarthur Blvd, Newport Beach, CA 92660
94939xxxx0 and***@s**********.com 623 69 647
Edward Jones 7510 E Chapman Ave Ste B, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 86209 96000
Fairmont Capital Inc 3350 E Birch St, Brea, CA 92821 71452xxxx0
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
LPL Financial 114 Pacifica, Irvine, CA 92618
94922xxxx0 aar********@l**.com 20010 214 21000
Desiree Patna Enterprises Inc 2601 Main St Ste 560, Irvine, CA 92614
94922xxxx5 aar**********@t********.com 4145
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
Syn-Mar Associates 505 E 1st St Ste H, Tustin, CA 92780 71450xxxx6
Wells Fargo Advisors 1135 N State College Blvd, Anaheim, CA 92806
71495xxxx7 a-w***************@w*****************.com
Midas Securities 2970 E La Palma Ave Ste Q, Anaheim, CA 92806
71463xxxx1
AccuCheck Insights Irvine, CA 92620 71435xxxx2
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
Royal Alliance Assoc Inc 4701 Teller Ave Ste 101, Newport Beach, CA 92660 94926xxxx0 aba*****@r************.com 2760 26 3300
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Stauffer Brizzolara Group - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx2 acc**********@m************.com
Rowe, Richard B, PHD 2120 Main St Ste 120, Huntington Beach, CA 92648
71496xxxx2 aad********@s****************.com
Michelle Tascoe Financial Coaching Los Angeles, CA 90004
20928xxxx6 5 11 4.9 51
Royal Alliance Associates 4701 Teller Ave Ste 101 Newport Beach, CA 92660 56236xxxx8 5 1
Chadwick Investment & Realty 30 Arboretum, Irvine, CA 92620 91677xxxx4
Northwestern Mutual Financial Network 18191 Von Karman Ave Irvine, CA 92612
94962xxxx0 aar**********@n***.com 1.7 6 107316 16165 108000
Tarbox Family Office 500 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 bri**@t*****.com
Financial for Life Fountain Valley, CA 92708 71465xxxx5
R & B Investment 1762 San Juan St, Tustin, CA 92780 71473xxxx9
LPL Financial 333 City Blvd W, Orange, CA 92868
71470xxxx6 aar********@l**.com
E3 Financial 4100 Newport Place Dr Ste 650, Newport Beach, CA 92660
94972xxxx4 aar************@a**.com 3927
Jay Derusso 3991 Macarthur Blvd, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
A Plus Realty & Investments Inc 11330 Knott St, Garden Grove, CA 92841 71489xxxx0
Becker Wealth Management LLC 19800 MacArthur Blvd #300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com 5 1
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
Institutional Wealth Consultants 1851 E 1st St #900, Santa Ana, CA 92705
71461xxxx5
Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ 17822 17th St Suite 405, Tustin, CA 92780
71483xxxx6 acc**********@e**********.com 5 1 146
True Legacy Wealth Management, LLC 15520 Rockfield Blvd Ste. G, Irvine, CA 92618
94943xxxx7 18f*************************************@w*****************.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
Frehner Wealth Management 300 Spectrum Center Dr, Irvine, CA 92618
94963xxxx1 adm**@f************.com
Judy Copenbarger 5110 E Glen Arran Ln, Orange, CA 92869
94955xxxx1 fiv******@a**.com
Strategic Equity Group 6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707
71475xxxx8 cho****@a*************.com
Caruso Affiliated Holdings 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94971xxxx1
Roman Realtors & Financial Services,Inc 2320 N Grand Ave, Santa Ana, CA 92705
71431xxxx6 inf*@r************.com 5 1 243 26
Impact Wealth Effect 300 Spectrum Center Dr, Irvine, CA 92618
94950xxxx2 ada*********@w*****************.com
Sceberras, Christine 800 Newport Center Dr, Newport Beach, CA 92660
94976xxxx5 acc**********@m************.com
Financial West Group 17755 Sky Park Cir, Irvine, CA 92614
94922xxxx0 azl**@f**.com
Stan DiLiberto, CPA, CFP 12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740
56249xxxx5 sta*@c*********.com 4.8 55 4.7 27
Slaten Wealth Management 501 N Brookhurst St # 318, Anaheim, CA 92801
80069xxxx0 hei**@s***********.com
He & Chen Investment 1221 W Alton Ave, Santa Ana, CA 92707 94920xxxx6
World Financial Group Inc 2099 S State College Blvd, Anaheim, CA 92806
71477xxxx5 con****************@t***********.com
Ross Gielow: Allstate Insurance 1111 W Town And Country Rd Ste 52 Orange, CA 92868
71455xxxx7 a****00@a*******.com 5 25
Morgan Stanley Wealth Management 1901 Main St Ste 800, Irvine, CA 92614
94995xxxx0 acm***********@m************.com
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
StrateFi Wealth Management 18881 Von Karman Ave Suite 410, Irvine, CA 92612
94934xxxx1 dou*@s*************.com 5 20 352 345
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
Edward Jones 2842 E Chapman Ave, Orange, CA 92869 71463xxxx1 a.j*********@e**********.com 85136
Newport Wealth Advisors 4695 MacArthur Ct #1100, Newport Beach, CA 92660
87769xxxx7 bwe***@n********************.com 3.8 4
Tryon Company 18022 Cowan Ste 215, Irvine, CA 92614
94933xxxx9 joh*@t*********.com
Integrity Financial Advisory 10101 Slater Ave Ste 250, Fountain Valley, CA 92708
71437xxxx8 adm**@i**********.com
Zacks Investment Research Inc 18300 Von Karman Ave, Irvine, CA 92612 76074xxxx9
Ramsey Israwi-Thrivent 49 Discovery, Irvine, CA 92618
32383xxxx8 adm**@d***********.com
Securities America Inc 1300 N Bristol St Ste 285, Newport Beach, CA 92660
94975xxxx0 aad********@s****************.com
Orange County’s Credit Union 2390 E Orangewood Ave Ste 106 Anaheim, CA 92806
88835xxxx8 bne****@o**************.org 4.4 59 4.3 167
Alpha Cubed Investments 450 Newport Center Dr Ste 440, Newport Beach, CA 92660
94970xxxx3 alp**@a********************.com
Merrill Lynch Wealth Management 100 Spectrum Center Dr, Irvine, CA 92618
94985xxxx0 ale*********@m*.com 4 4
Wells Fargo Advisors 8001 Irvine Center Dr, Irvine, CA 92618
94950xxxx2 a-w***************@w*****************.com
LPL Financial 242 S Orange Ave, Brea, CA 92821
71425xxxx9 aar********@l**.com
Mission Wealth 1 Park Plz Ste 600 Irvine, CA 92614
94928xxxx0 ach****@m************.com
Surf City Investors, LLC P.O. Box 6093, Huntingtn Bch, CA 92615
94968xxxx7 gab*@s****************.com
Woodbury Financial Services 3070 Bristol St. Suite 500, Costa Mesa, CA 92626
94920xxxx4 bre**@j**********.com
Fellows Wealth Management 100 Spectrum Center Dr #900, Irvine, CA 92618
94937xxxx6 geo**@f**********************.com 4 1
Jdj Investments 2102 Business Center Dr, Irvine, CA 92612 94925xxxx3
Legacy Wealth Management 1432 Edinger Ave, Tustin, Ca 92780 71423xxxx0
NRG Resources, Inc. 18301 Von Karman Ave Ste 1050, Irvine, CA 92612 71468xxxx0
T N Investments Group 4120 W 5th St, Santa Ana, CA 92703 71443xxxx4
D.A. Davidson 3333 Michelson Dr, Irvine, CA 92612
71432xxxx0 a.a@d*********.com 844 1100
Umpqua Bank 4040 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 ana***************@u*********.com 3.9 1174 50746 606 49000
CIBC Private Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94988xxxx0 alb***********@c***.com 2118 2200
Alir CA 47 Discovery, Irvine, CA 92618
88835xxxx8 abd******@a***.com
Rodriquez Wealth Management 4340 Von Karman Ave Suite 101, Newport Beach, CA 92660
94968xxxx1 cat**@r**********.com 5 1
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
Providence Capital Funding 3070 Saturn St Ste 100, Brea, CA 92821
80034xxxx8 aar**********@p***********************.com 748 3 2
Edward Jones 5410 Trabuco Rd Ste 110, Irvine, CA 92620
94955xxxx9 a.j*********@e**********.com 86209 96000
E Mortgage Capital 18071 Fitch Irvine, CA 92614
85556xxxx0 aab****@e***************.com 4.8 291 26311 114
N T Investor Service 12666 Brookhurst St, Garden Grove, CA 92840 81848xxxx9
Buffalo Capital Corporation 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx9 jdo*@b*************.com
Intelliloan 500 N State College Blvd Fl 14 Orange, CA 92868
86625xxxx1 aja***@i**********.com 4.5 542 1023 28 1000
Phillips Accountancy Corporation 1851 E 1st St #835, Santa Ana, CA 92705 71466xxxx1 4.8 22
The REMM Group 207 W 20th St, Santa Ana, CA 92706
71497xxxx0 aga****@r********.com 3 73 363 33
JIT Trading Tustin, CA 92782 71441xxxx3
Global Investment Solutions 1300 N Bristol St Ste 200, Newport Beach, CA 92660
94966xxxx0 ski******@e********.net
David Tipple-Financial Advisor 12976 Main St, Garden Grove, CA 92840
71446xxxx4 aab****@b************.com 12 40840 176 41000
Vnt Property 1 76 S Claudina St, Anaheim, CA 92805 71477xxxx7
Thrivent Financial 34 Executive Park Ste 210, Irvine, CA 92614
80084xxxx6 a.v@t*******.com
Santee Street Associates 23 W Yale Loop, Irvine, CA 92604 94955xxxx2
Edward Jones 180 E Main St, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 85136
Rebecka Forrester | TNG Real Estate 2830 Brea Blvd Fullerton, CA 92835
71441xxxx7 reb**************@m*.com 4.9 13
Private Wealth Management | U.S. Bank 18300 Von Karman Ave, Irvine, CA 92612
94944xxxx1 aar************@u*****.com 344746 4754 346000
Mitchell Financial Solutions 201 Sandpointe Ave Ste 228, Santa Ana, CA 92707 71466xxxx2
Shelly Padilla - State Farm Insurance Agent 2424 N Grand Ave Ste B Santa Ana, CA 92705
71454xxxx8 she***@s************.com 5 129 4.9 29 492 53 516
Stone hatcher Financial 333 City Blvd W Ste 2050 Orange, CA 92868
71470xxxx6 inf*@b************************.com 5 2
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
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
Ardent One Financial 3707 W Garden Grove Blvd, Orange, CA 92868
71474xxxx8 joh*@a********.com
Gregg Stapp Insurance Services 810 E Commonwealth Ave, Fullerton, CA 92831
71468xxxx4 pri***********@h***********.com 5 9
Wealth Management Corp 800 Newport Center Dr, Newport Beach, CA 92660 94972xxxx7 bra**********@s**********.com
Hollencrest Capital Management 100 Bayview Cir #500, Newport Beach, CA 92660
94973xxxx0 cam*****@h**********.com 3.5 4
Van Uden, Mark J 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Edward Jones 18426 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 a.j*********@e**********.com 86209 96000
Great Park Insurance 10 Corporate Park Ste 130 Irvine, CA 92606
94938xxxx2 dan***@g*****************.com 5 505 4.9 750 644 2206
SunAmerica 3723 Birch St Ste 9, Newport Beach, CA 92660
94975xxxx2 aad*****@s*********.com
McCarthy Wealth Management 3300 Irvine Ave, Newport Beach, CA 92660
71424xxxx1 inf*@m**********.com 294
Allen Family Trust 1 Thunderbird Dr, Newport Beach, CA 92660 94964xxxx6
Charles Schwab 3421 E Imperial Hwy # E-1, Brea, CA 92823
71438xxxx0 aar********@s*****.com 4.3 8
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
Willow Crest Investments Inc 2461 E Orangethorpe Ave, Fullerton, CA 92831 71444xxxx6
Merrill Lynch Wealth Management 145 S State College Blvd, Brea, CA 92821
71425xxxx0 ale*********@m*.com
Mutual Capital Group 2751 E Chapman Ave, Fullerton, CA 92831
71473xxxx8 inf*@m*****************.com
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 aar************@u*****.com 344755 4383
Yaltin Investments 6 Monterey Cir, Corona Del Mar, CA 92625 94972xxxx0
Royal Alliance Associates Inc 2010 Main St Ste 130, Irvine, CA 92614
94955xxxx0 aba*****@r************.com 2760 26 3300
Solomon's Investments 75 Tarocco, Irvine, CA 92618 94929xxxx2
Steadfast Properties 20320 SW Birch St, Newport Beach, CA 92660
94985xxxx0 abe****@s*****************.com 3 57 675 90 675
Nassau, Steve 1901 Main St, Irvine, CA 92614
94995xxxx5 acc**********@m************.com
Wcm Investment Management 23702 Birtcher Dr, Lake Forest, CA 92630
94938xxxx0 aar**@w********.com
Cfo To Go 17461 Irvine Blvd, Tustin, CA 92780 71450xxxx5 4.8 9
Chariots Empire Investments, Inc. 2030 Main St, Irvine, CA 92614 87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa 790 The City Dr S Ste 430, Orange, CA 92868 71446xxxx6
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
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
Millennium Brokerage Group 2670 N Main St Ste 240, Santa Ana, CA 92705 71456xxxx1
Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx1 a.c******@p********.com 113356 3087 131000
Capital Reserve Advisors Inc 5015 Birch St, Newport Beach, CA 92660 94975xxxx9
Infinity Investment Services 14200 Culver Dr, Irvine, CA 92604 94955xxxx0
Stauffer, Dave 2677 N Main St, Santa Ana, CA 92705
71464xxxx4 acc**********@m************.com
Ameriprise Financial 660 Newport Center Dr Ste 740, Newport Beach, CA 92660
94971xxxx7 ame******************@a***.com
Hartfelder, Jack 1901 Main St, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Garte & Associates Inc 19200 Von Karman Ave, Irvine, CA 92612 94962xxxx3
Talley & Co 790 The City Dr S, Orange, CA 92868 71486xxxx0
Service Trading Co 6201 Oak Cyn, Irvine, CA 92618 94933xxxx9
Edward Jones - Financial Advisor: Brian K Clark 1467 N Wanda Rd Ste 175, Orange, CA 92867
71494xxxx3 a.j*********@e**********.com 85274
Strategic Financial Group 18191 Von Karman Ave Ste 100, Irvine, CA 92612 94962xxxx0
Financial Growth Management Inc 1421 N Wanda Rd, Orange, CA 92867
71463xxxx4 3d5*************************************@w*****************.com
Pacific Investment Management Company 310 White Cap Ln, Newport Coast, CA 92657
94972xxxx0 abc*******@p****.com
Cerity Partners 18881 Von Karman Ave Irvine, CA 92612
21220xxxx0 aad***@c*************.com
Robert M. Densmore 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 94962xxxx9
Baick, Alice 18621 Yorba Linda Blvd, Yorba Linda, CA 92886
71477xxxx0 acc**********@e**********.com 86737 98000
Burton Corp 740 W 16th St, Costa Mesa, CA 92627
94961xxxx0 aam***@b*****.com 767091 764000
Pacific Pension Institute 465 Saint Andrews Rd, Newport Beach, CA 92663 94971xxxx3
Gillespie, Thomas 2 Park Plz, Irvine, CA 92614
56230xxxx7 dns*****@a***.com
Davidson, Samuel J 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx9 abc*******@u**.com
Ruan Investments 1523 W Katella Ave, Anaheim, CA 92802 71479xxxx3
Legacy investments 2320 Harbor Blvd # 200, Costa Mesa, CA 92626 88861xxxx1
Royal Alliance Assoc Inc 12377 Lewis St Ste 102, Garden Grove, CA 92840 71475xxxx9
SchoolsFirst Federal Credit Union 18651 Brookhurst St Fountain Valley, CA 92708
84442xxxx0 aga****@s**************.org 4.8 40 4.8 88 94926 145 95000
JMB Financial Managers 43 Corporate Park, Irvine, CA 92606
94925xxxx4 inf*@j*********.com 73
Investments PDC 450 Newport Center Dr, Newport Beach, CA 92660 94970xxxx5
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
Irvine Wealth Management 9870 Research Dr, Irvine, CA 92618
94922xxxx0 mat****@i*******.com
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
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
PRATTES Wealth Partners
94927xxxx3 inf*@p************.com
Option One Investments 9599 Newfame Cir, Fountain Valley, CA 92708 71424xxxx4
Titans Capital Equity Group 500 N State College Blvd Ste 1100 Orange, CA 92868
87723xxxx0
R S Crum Inc 4 Upper Newport Plz, Newport Beach, CA 92660
94942xxxx6 car**@r*****.com
World Financial Group 2082 Business Center Dr Ste 190, Irvine, CA 92612 94954xxxx5
Cobalt Unlimited 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71489xxxx0 mel****@c****************.com 5 2 219 3 214
Warren Street Wealth Advisors 4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660
65750xxxx5 bla**@w*****************.com 5 17
Green Street Advisors 660 Newport Center Dr Ste 800, Newport Beach, CA 92660
94999xxxx0
Gee & Shimon Investment 925 W La Palma Ave, Anaheim, CA 92801 21359xxxx8
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
Ministry Partners Investments Co 915 W Imperial Hwy, Brea, CA 92821
71478xxxx1 bil*********@m***************.org
Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 adm**@b*******.com
Saint Investment Group Inc. 555 Anton Blvd Suite 225, Costa Mesa, CA 92626 71433xxxx0
Kostichuk Steve 15355 Brookhurst St, Westminster, CA 92683 71483xxxx9
Raymond James 2701 W Coast Hwy, Newport Beach, CA 92663
94963xxxx2 sha*********@r***********.com
Weems, Austin 23046 Avenida De La Carlota, Laguna Hills, CA 92653
94936xxxx4 a.j*********@e**********.com
Krp Brokerage 10616 Katella Ave, Anaheim, CA 92804 71447xxxx6
Gerber Kawasaki Wealth & Investment Management 2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405
42456xxxx0 a18*****************************@s*****.wixpress 4.6 138 4.8 198
Karl H Romero & Associates, Inc 1585 E 17th St Santa Ana, CA 92705
71454xxxx7 kar***********@w**********.com
Back Bay Funding 19600 Fairchild Ste 150, Irvine, CA 92612
94965xxxx0 ala*@w***********************.com 493 139 477
DKJ Investments 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0
Greenberg Graham Advisors 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx0 jgr****@g*********.com
Great Pacific Securities 151 Kalmus Drive Suite, H8, Costa Mesa, CA 92626
71461xxxx0 adm***@g*******.com
Wohl Investment Co 14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94970xxxx0 *re*@w*************.com
David Parker-Thrivent 49 Discovery, Irvine, CA 92618
94932xxxx0 adm**@d***********.com 89
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
XOA TAX 2211 Michelson Dr Ste 900 Irvine, CA 92614
65782xxxx8 con****@x*****.com 5 3
NextFha Mortgage 2100 Main St Ste St., Irvine, CA 92614
94980xxxx0 dav********@w*****.com
Inverness Graham Investments LP 15707 Rockfield Blvd, Irvine, CA 92618
94922xxxx0 aam**@i**************.com
Premier Tax CFO 1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 71487xxxx2 5 1
Kost Investment Group 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 joh*******@c*.rbcwealthmanagement 80 8 83
Kallenberger Jones & Co 245 Fischer Ave, Costa Mesa, CA 92626
71443xxxx0 han*@k****************.com
Golden Westminster 14731 Goldenwest St, Westminster, CA 92683 71489xxxx9
Check Capital Management 575 Anton Blvd # 500, Costa Mesa, CA 92626
80071xxxx7 aeb*****@c***********.com 4.6 18
Hamy Sharifi-Private Client Advisor 4400 Macarthur Blvd, Newport Beach, CA 92660
94979xxxx3 aab****@b************.com 98589 1302
Newport Advisory 4695 Macarthur Ct, Newport Beach, CA 92660
94962xxxx0 aj@n**************.com
Frehner Wealth Management 300 Spectrum Center Dr Suite 920, Irvine, CA 92618
94963xxxx1 adm**@f************.com
Wealth Coast - Wealth Management and Insurance Solutions 18575 Jamboree Rd #200, Irvine, CA 92612
94986xxxx0 chr************@n*.com 138
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
William Silesky at MassMutual - Greater Pacific 1 Pointe Dr., Suite 518, Brea, CA 92821
62637xxxx6 bra**@m*********.com
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
Frausto, Jose, AGT 49 Discovery, Irvine, CA 92618
71460xxxx8 adm**@d***********.com
Mitchell Capital Management Inc 3187 Airway Ave, Costa Mesa, CA 92626 71443xxxx2 dgo****@g***************.com
LRES Corporation 765 The City Dr S Ste 300, Orange, CA 92868
71452xxxx7 ada*@l***.com 3.7 3
Tranzon Asset Strategies 9980 Irvine Center Dr Ste 100, Irvine, CA 92618
88831xxxx4 adv****@t******.com 11393 12000
M S G Investment Group 4717 W 1st St, Santa Ana, CA 92703 71441xxxx0
Empirical Wealth Management 2020 Main St Ste 340 Irvine, CA 92614
94954xxxx0 aba****@e********.net 2500
American Gateaway Regional Centers LLC 930 roosevelt DR Ste 325, Irvine, CA 92620 71430xxxx1
Orange Capital Management 333 S Anita Dr Ste 700 Orange, CA 92868
71463xxxx1 agu******@o**********************.com 3 2
Newport Assets Inc 14 Corporate Plaza Dr Ste 200, Newport Beach, CA 92660 94975xxxx3
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
87790xxxx8 acc**********@f******.com 3.8 4
Moonlight Enterpises Santa Ana, CA 92704 71454xxxx0
Wealth Tutor 201 Sandpointe Ave #228, Santa Ana, CA 92707 94922xxxx0
La Chispa Investment 161 Fashion Ln, Tustin, CA 92780 71473xxxx7
Edward Jones - Financial Advisor: Nick Peterson 940 S Coast Dr Ste 250 Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 228
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
Loan Services 14762 Colletta Pl, Westminster, CA 92683 71425xxxx7
Breeden, Clifford 14771 Plaza Dr, Tustin, CA 92780
94925xxxx4 dns*****@a***.com
Branch Investment Group 901 Dove St, Newport Beach, CA 92660 94975xxxx2
Prudential Financial 17451 Bastanchury Rd Ste 201-50, Yorba Linda, CA 92886
71499xxxx8 aar*******************@p*********.com
David Thompson - RBC Wealth Management Branch Director 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
uDirect IRA Services 8 Corporate Park Ste 210 Irvine, CA 92606
71483xxxx6 adm***********@u*********.com 3.8 54
Cimco 250 Fischer Ave, Costa Mesa, CA 92626 71436xxxx0
Belle Investment Corp 1400 Mcgaw Ave, Irvine, CA 92614 94986xxxx3
Parallax Capital Partners 23332 Mill Creek Dr Ste 155, Laguna Hills, CA 92653
94929xxxx0 inf*@f***************.com
LPL Financial 5015 Birch St, Newport Beach, CA 92660
94955xxxx0 aar********@l**.com
H Roark Investment Banking Inc. 4750 Von Karman Ave, Newport Beach, CA 92660 94925xxxx5
Ameriprise Financial 1 Park Plz Ste 600, Irvine, CA 92614
94926xxxx1 ame******************@a***.com
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
The Line SA Investors 3000 Westminster Ave, Santa Ana, CA 92703 71426xxxx7
Neuberger Berman 620 Newport Center Dr Ste 250, Newport Beach, CA 92660
94946xxxx0 abc***@n*.com
Ameriprise Financial 17822 17th St Ste 102, Tustin, CA 92780
71473xxxx1 ame******************@a***.com 132834
Crossroads Planning, LLC 765 The City Dr S Ste 390, Orange, CA 92868
71489xxxx8 bra*********@c******************.com 5 14 266 68
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
MILE Wealth Management 100 Spectrum Center Dr suite 900, Irvine, CA 92618
94944xxxx0 inf*@m*********.com
Scott Hukriede, CPA 333 City Blvd W Fl 17 Orange, CA 92868
71462xxxx5 5 3 5 4
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
Lighthouse Financial Services Inc 3000 E Birch St Ste 107, Brea, CA 92821
71457xxxx0 con****@l*************.com
Innovation Investment Group 5 National Pl, Irvine, CA 92602 71460xxxx7
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92802 71468xxxx0
Christenson, Peter 2 Park Plz, Irvine, CA 92614
94997xxxx4 dns*****@a***.com 55 57
Whittier Trust Company 3200 Park Center Dr Costa Mesa, CA 92626
94921xxxx0 aau**@w************.com 164 13 195
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
Judy Kim-Financial Advisor, Ameriprise Financial Services 780 Roosevelt, Irvine, CA 92620
90939xxxx9 dns*****@a***.com
Healstone Investment 18818 Teller Ave Ste 270, Irvine, CA 92612
94955xxxx4 imp******@g****.com
Christopher Weil & Co Inc 4590 Macarthur Blvd, Newport Beach, CA 92660
94972xxxx4 c18*****************************@s*****.wixpress 53
Edward Jones 505 S Villa Real, Anaheim, CA 92807
71463xxxx8 a.j*********@e**********.com 86209 96000
Scottrade - Online Trading & Stock 13209 Jamboree Rd, Tustin, CA 92782
71466xxxx2 dns*****@s*****.com
Norfel Security Systems 1015 N Alamo St, Anaheim, CA 92801 56229xxxx0
Tremont Realty Capital 1786 Orange Ave, Costa Mesa, CA 92627 94921xxxx0
Handmade Investments A I 17462 Von Karman Ave, Irvine, CA 92614 71439xxxx4
LPL Financial 20160 Via Natalie, Yorba Linda, CA 92887
71425xxxx1 aar********@l**.com 20003 207
Wealth Management Services Inc 15771 Grey Oaks St, Westminster, CA 92683
71479xxxx9 inf*@w****.com
Daniel Roberts, MSFS 603 N Parkcenter Dr #104, Santa Ana, CA 92705 71466xxxx5
American Strategic Capital Inc. 949 S Coast Dr Ste 280, Costa Mesa, CA 92626 71452xxxx3
Marino, Alex 1122 E Lincoln Ave, Orange, CA 92865
71499xxxx4 acc**********@e**********.com 86718 98000
Skyhill Financial, Inc 5762 Bolsa Ave, Huntington Beach, CA 92649
71465xxxx8 bra******@s***************.com
Needelman Asset Management Inc 111 Pacifica Ste 140, Irvine, CA 92618
94945xxxx3 sam@m*********.com
American Funds 6455 Irvine Center Dr, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 3.9 18 170891 185000
Curtis Ostling-Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx4 acm***********@m************.com
Tymatt Securities 4023 Birch St, Newport Beach, CA 92660 94925xxxx0
Strattford Capital 10900 Magnolia Ave, Anaheim, CA 92804 71482xxxx0
Greenberg Graham Advisors Serving theSanta Ana Area
94947xxxx0 adm**@g*********.com
Lifestyle Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
94983xxxx3 aar*********@s******.com 9472 9500
Comprehensive Financial Inc 16520 Bake Pkwy, Irvine, CA 92618 94950xxxx7 cor****@c*************.com 197 12 215
Marion Consulting 1604 E 4th St Ste A, Santa Ana, CA 92701
71424xxxx4 aga****@k************.com
Tri-Circle Financial Strategies 1633 E 4th St #216, Santa Ana, CA 92701
71456xxxx2 bi**@t*****************.com
Barger, John 2961 W Macarthur Blvd, Santa Ana, CA 92704
94978xxxx6 a****00@a*******.com
United American Mortgage 19782 Macarthur Blvd Ste 250, Irvine, CA 92612
94947xxxx0 abe*****@u****.com
Diversified Real Estate Investments LLC 2400 E Katella Ave Ste 804, Anaheim, CA 92806 71490xxxx8
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
East Eagle Drive Investment Co 3880 E Eagle Dr, Anaheim, CA 92807 94985xxxx5
Buchanan Street Partners 3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660
94972xxxx4 ade****@b*************.com 3.3 3
Tu Tran Cfp 17822 17th St, Tustin, CA 92780 71473xxxx1
Rcp Advisors Inc 949 S Coast Dr Ste 550, Costa Mesa, CA 92626
94933xxxx0 aab***@r**********.com
Wells Fargo Advisors Financial Network 1851 E 1st St, Santa Ana, CA 92705 71461xxxx5
Monaco Financial 4900 Birch St, Newport Beach, CA 92660
94975xxxx3
Brunel Investment Co 12171 Hermon Dr, Tustin, CA 92782 71473xxxx4
Buckingham Strategic Wealth 3 Park Plz, Irvine, CA 92614
87769xxxx2 adm**@b****************.com 553 6 650
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
Centaurus Financial 2300 E Katella Ave Ste 200 Anaheim, CA 92806
71445xxxx0 a.p*****@c*****************.com 4.7 29 329 15 339
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ 18837 Brookhurst St Ste 205, Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 87384 100000
Victoria Riverside Inc 9802 Big Sur Dr, Huntington Beach, CA 92646 71496xxxx5
Community Capital Advisory Group 203 Danbrook, Irvine, CA 92603 94946xxxx7
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
Ameriprise Financial 17772 17th St Ste 111, Tustin, CA 92780 71473xxxx8
Ashley Mountain - Thrivent 49 Discovery Ste 140, Irvine, CA 92618
80530xxxx3 ale*************@t*******.com
Cano Wealth Management, Inc. 1100 Town and Country Rd Suite 1250, Orange, CA 92868
71449xxxx4
Citadel Invest 3826 S Flower St Apt E, Santa Ana, CA 92707 71462xxxx7
Woo, Mandy M, CFP 4 Venture, Irvine, CA 92618
94945xxxx3 bri***************@a***.com 10 10
Bradstreet Investment Co 121 Agate Ave, Newport Beach, CA 92662 94972xxxx2
Financial Advisors U.S. Bancorp Investments 201 E Yorba Linda Blvd, Placentia, CA 92870
71498xxxx9 aar************@u*****.com 345471 5393 348000
Tustin Centre Holdings 1551 N Tustin Ave, Santa Ana, CA 92705
71455xxxx3 5 2
Zack Farooquee - Wealth Financial Advisor 701 E 1st St, Tustin, CA 92780
65723xxxx5 amb*********@b************.com
Belcourt Investments 3501 Jamboree Rd, Newport Beach, CA 92660 94972xxxx4
Online Trading Academy 17780 Fitch Ste 200 Irvine, CA 92614
88843xxxx2 abi*@t*************.com 3.9 132 109528 203 117000
Allen Investment Management 5437 E Avenida Palmar, Orange, CA 92869 71474xxxx0
Providential Securities 8700 Warner Ave, Fountain Valley, CA 92708 71459xxxx4
Lauren Hawkins - Thrivent 18377 Beach Blvd Ste 215, Huntington Beach, CA 92648
71496xxxx8 adm**@d***********.com
BIS Realty And Investments 41 Greenfield, Irvine, CA 92614 94933xxxx4
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
Trusted Policy Funds 23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653 94951xxxx8
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
National Credit Partners 1551 N Tustin Ave # 550, Santa Ana, CA 92705
88876xxxx8 con****@p*************.org 3.4 10
Ameriprise Financial Services Inc 17291 Irvine Blvd, Tustin, CA 92780
71466xxxx0 ame******************@a***.com
The Reserve Investments 4100 Newport Place Dr, Newport Beach, CA 92660
94977xxxx1 cha***@r*****************.com 127 39 131
Johny Makhijani - Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx2 dns*****@a***.com 117 125
Goodyear Investment Inc 17195 Newhope St Ste 209, Fountain Valley, CA 92708
71455xxxx0 cro*******@t********.com
Edward Jones - Financial Advisor: Gabriel Choo 3111 N Tustin St Ste 190, Orange, CA 92865
71463xxxx0 a.j*********@e**********.com 87630 100000
Sequoia Property Investments 2195 Canyon Dr, Costa Mesa, CA 92627 94928xxxx9
McGregor Financial Group Inc 19762 Macarthur Blvd, Irvine, CA 92612 94972xxxx8
PREMIER LEGACY LLC 1607 E Lincoln Ave Ste C, Orange, CA 92865 86696xxxx5
IWM Financial, Inc. 151 Yorba St #200b, Tustin, CA 92780
71441xxxx0 bra****@i***********.com 14 16
Edward Jones 505 S Villa Real Ste 201, Anaheim, CA 92807 71463xxxx8
Edward Jones - Financial Advisor: Michael R Long 18002 Irvine Blvd Ste 102, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86230 96000
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
Linco Investment Company 1107 Quail St, Newport Beach, CA 92660 94922xxxx0
Spirax Sarco Inc 8141 E Kaiser Blvd Ste 300, Anaheim, CA 92808
71428xxxx6 aba*****@s*****.com
LPL Investment Holdings Inc 18837 Brookhurst St, Fountain Valley, CA 92708
71463xxxx3 ben******@l**.com 124
Wells Fargo Advisors 4590 Macarthur Blvd, Newport Beach, CA 92660 94925xxxx7
Byron Groves Attorney At Law 23232 Peralta Dr Ste 111, Laguna Hills, CA 92653
94958xxxx1 joh******@b******************.com
Cymric Family Office Service 151 Kalmus Dr, Costa Mesa, CA 92626 71464xxxx2
NetCap Ventures Inc 4600 Campus Dr, Newport Beach, CA 92660 94925xxxx2
Pence Wealth Management - Financial Advisors 5000 Birch St #8000, Newport Beach, CA 92660
94966xxxx7 aay************@l**.com 5 1 1234 37 1312
Edward Jones 2540 Main St Ste W, Irvine, CA 92614 94986xxxx6
Ron Sterud and Associates 438 Main St Ste 220, Huntington Beach, CA 92648
71487xxxx4
Online California Title Loans 110 E Wilshire Ave, Fullerton, CA 92832 65722xxxx2
Larry Hamm-Thrivent 49 Discovery, Irvine, CA 92618
71429xxxx3 adm**@d***********.com
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
Westmont Investment Co 130 Newport Center Dr, Newport Beach, CA 92660 94976xxxx7
Newport Coast Capital Management 5000 Birch St Ste 600, Newport Beach, CA 92660 94972xxxx0
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
RefiNow Financial 14742 Newport Ave Ste 104 Tustin, CA 92780
94930xxxx2 inf*@r***************.com 5 6 5 11
GLBP Investment Inc 10092 Chapman Ave, Garden Grove, CA 92840 71453xxxx3
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
Option Investments, Inc. (OpVest) 300 Spectrum Center Dr Ste 1030, Irvine, CA 92618
94926xxxx0 aci********@o*****.com
Edward Jones 950 S Coast Dr Ste 240, Costa Mesa, CA 92626
71454xxxx1 a.j*********@e**********.com 5
Roth Wealth Management Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx3 abc*******@u**.com
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
Crescent Bay Advisors, Inc. 2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625
94971xxxx7 inf*@c******************.com
American Express 9261 Krepp Dr, Huntington Beach, CA 92646 71496xxxx0 aar**@a**************.com 898016
Strada Capital Group 100 Spectrum Center Dr Ste 900, Irvine, CA 92618
94978xxxx0 ana******@s************.com 6191 113 5900
American Capital Acquisitions 600 Anton Blvd, Costa Mesa, CA 92626 71498xxxx2
Primoris Equity Group LLC 2501 E Chapman Ave Ste 100, Fullerton, CA 92831 87739xxxx8
Marric Wealth Management 4675 McArthur Ct Ste 725 Newport Beach, CA 92660
94937xxxx6
Niki Investments Inc 6622 Irvine Center Dr, Irvine, CA 92618 31047xxxx5
Hatman Invest Inc 725 S Beach Blvd, Anaheim, CA 92804 94952xxxx7
Saatchi Investment Corp 14200 Culver Dr, Irvine, CA 92604 94973xxxx6
Stifel 895 Dove St Ste 400, Newport Beach, CA 92660
94925xxxx4 abb****@s*****.com 4756 5200
Ricky Martinez Associates Investment 18025 Sky Park Cir, Irvine, CA 92614 94933xxxx1
Baumgardner, Jay 888 San Clemente Dr, Newport Beach, CA 92660
94971xxxx8 alb************@u**.com
Affinity24 1322 Bell Ave Ste 1L Tustin, CA 92780
84472xxxx4 aus***@a*********.com 5 9
Kinecta Federal Credit Union - Tustin 2324 Park Ave Tustin, CA 92782
71425xxxx4 aar*****@k******.org 3.9 27 3.9 70 43472 1455 43000
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
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® 1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 278 3 286
Pacific Advisors 1525 E Chapman Ave, Fullerton, CA 92831
71460xxxx9 dom*********@g***.com
Askew Kabala & Co. Inc. 242 W Main St, Tustin, CA 92780 71450xxxx0 con****@a**********.com
Edelman Financial Engines 2400 E Katella Ave, Anaheim, CA 92806
83375xxxx3 aar**@e**********************.com
DW Investment Group 1720 E Garry Ave Ste 220, Santa Ana, CA 92705 94955xxxx8
Bio-Organic Catalyst Inc 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
MZ Investment 5400 Trabuco Rd, Irvine, CA 92620 94933xxxx4
Financial Network Investment Corporation 2440 N Glassell St Ste U, Orange, CA 92865 71497xxxx7
Zuk C L & Associates 22936 El Toro Rd, Lake Forest, CA 92630
94947xxxx5 adm**@z***********.com
West Team Investment Corp. Serving theSanta Ana Area 71477xxxx7
Bison Real Estate Investment Deals 677 N Clinton St, Orange, CA 92867 71472xxxx0
MAP Alternative Asset Management Co 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94970xxxx0
Melva Investment 5757 E Santa Ana Canyon Rd, Anaheim, CA 92807 71491xxxx0 a.l****@l********.com 3.9 228
Spectrum Asset Management Inc. 450 Newport Center Dr, Newport Beach, CA 92660
94995xxxx1 ach***@m*********.com 166767 126 187000
Triton Investment Advisors 18672 Florida St Ste 202B, Huntington Beach, CA 92648 71437xxxx0
BML Wealth Management 2 Park Plz Ste 280, Irvine, CA 92614
94968xxxx5 adv*****@b********.net 5 1 195 9 221
Warland Investments 11155 Knott Ave Ste J, Cypress, CA 90630
71437xxxx3 car*@w******.com
John Anthony Privitelli - Morgan Stanley 2677 N Main St 10th Fl, Santa Ana, CA 92705
71464xxxx0 acc**********@m************.com
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
Merit Wealth Management - Ameriprise Financial Services, LLC 14771 Plaza Dr, Ste M, Tustin, CA 92780
94925xxxx8 chr***************@a***.com 230 233
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
John Wheeler Investments Inc 7545 Irvine Center Dr, Irvine, CA 92618 31062xxxx8
FSC Securities 631 E Chapman Ave, Orange, CA 92866
71428xxxx5 ade****@f*****.com
Algarin, Michael 1901 Main St, Irvine, CA 92614
94995xxxx5 acc**********@m************.com
Affinity Investment Advisors 18111 Von Karman Ave Ste 550, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Oc Realty Advisors 1 Technology Dr, Irvine, CA 92618 61224xxxx0 5 1
One Stop Realty & Financial 14351 Euclid St Ste 1S Garden Grove, CA 92843 71465xxxx1 5 14 4.6 22
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
Bridgewater Captial Corp 2 Park Plz, Irvine, CA 92614
94925xxxx0 and**@b************.com
Edward Jones 377 E Chapman Ave Ste 120, Placentia, CA 92870
71457xxxx6 a.j*********@e**********.com 86209 96000
Frome Investments 6372 Industry Way, Westminster, CA 92683 71437xxxx7
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Swick Lam Assett Management 940 S Coast Dr, Costa Mesa, CA 92626 71485xxxx0
Kempton Accountancy 3420 Bristol St Ste 600 Costa Mesa, CA 92626
71494xxxx3 inf*@k*****************.com 5 2
Fidelity Investments 1600 Newport Center Dr Ste 100, Newport Beach, CA 92660
80036xxxx0 a61****@f*******.com 3.5 2
First Command 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 46 7379 213 7600
The Linzmeier Pitcher Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx4 acc**********@m************.com
Synergy Investments 833 Estancia, Irvine, CA 92602
71438xxxx4 aha****@s*****************.com 23 27
D G K Investment Corp 3519 E Meadowridge Rd, Orange, CA 92867 71497xxxx9
Sage Investco Deux 3837 Birch St, Newport Beach, CA 92660 94995xxxx0
Crossmark Financial 1601 Dove St Ste 199, Newport Beach, CA 92660
94944xxxx0 bry**@c*****************.com
21 West Wealth Management LLC 2522 Chambers Rd #100, Tustin, CA 92780
94977xxxx1 inf*@2*******.com
LPL Financial 12341 Newport Ave, Santa Ana, CA 92705
71450xxxx1 aar********@l**.com 20003 207
Thuan Bui Santa Ana, CA 92704 71442xxxx2 5 1
SageView Advisory Group 1920 Main St Ste 800, Irvine, CA 92614
80081xxxx2 ach**@s***************.com 150 6 158
Yao, Yijun 1901 Main St, Irvine, CA 92614
94995xxxx7 acc**********@m************.com
Universal Finance Corporation 1820 E Garry Ave Ste 215 Santa Ana, CA 92705
88888xxxx7 1 2
Heimler & Associates CPA 17880 Sky Park Cir Ste 110 Irvine, CA 92614
94925xxxx2 deb@h*********.com 5 1
Teton Investments 2848 S Fairview St, Santa Ana, CA 92704 71454xxxx0
Graystone Investment Corporation 9465 Garden Grove Blvd Ste 200, Garden Grove, CA 92844 71433xxxx1
Concord Investment Council 9811 Irvine Center Dr, Irvine, CA 92618
94985xxxx0 gid***@c******.com 52 2 53
Integra Equity Partners 111 Pacifica, Irvine, CA 92618 94946xxxx9
A & K Investment 18350 Mount Langley St, Fountain Valley, CA 92708 71496xxxx6
Sean Little-Thrivent 49 Discovery, Irvine, CA 92618
61936xxxx3 adm**@d***********.com
Minerva Investment Group 330 S Claudina St, Anaheim, CA 92805 94925xxxx6
Pediatrics Billing Svc 1551 N Tustin Ave, Santa Ana, CA 92705 71454xxxx3
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
Nicholas Romero - Thrivent 49 Discovery Ste 140, Irvine, CA 92618
90978xxxx3 ant**************@t*******.com
Clarke Financial Group 17780 Fitch, Irvine, CA 92614
94922xxxx3 cbo**@c******.com
The March Group 7545 Irvine Center Dr, Irvine, CA 92618 94962xxxx5
Ali Bavarian - Raymond James 225 E Memory Ln, Santa Ana, CA 92705
94938xxxx5 aar************@r***********.com
Pacific Alternative Asset Management 19540 Jamboree Rd Ste 400, Irvine, CA 92612
94926xxxx0 bbr***@p*****.com
Financial Advisors U.S. Bancorp Investments 201 W Bastanchury Rd, Fullerton, CA 92835
71468xxxx3 aar************@u*****.com 345471 5393 348000
Shark Investments Inc 2709 Westminster Ave, Santa Ana, CA 92706 71455xxxx8
Fbr And Company 18101 Von Karman Ave Ste 950, Irvine, CA 92612
94947xxxx0 abc@f**.com
Dresden Investment Group Inc 14271 Jeffrey Rd, Irvine, CA 92620
94967xxxx2 dat*****************@i****.de
CB Capital Partners Inc 620 Newport Center Dr, Newport Beach, CA 92660
94941xxxx0 dco*****@s*******************.com
Prisma Capital Partners LP 19540 Jamboree Rd, Irvine, CA 92612
94926xxxx0 aba******@p***********.com
New York Life 2020 Main St Ste 1200 Irvine, CA 92614
94979xxxx0 a.-*****************@n**********.com 2.7 7 4.2 1310 655059 659000
Terrada Investment Corp 4940 Campus Dr Ste C, Newport Beach, CA 92660 94975xxxx0
Needleman Asset Management 1301 Dove St, Newport Beach, CA 92660
94938xxxx0 ach***@m*********.com
Securities America 2082 Michelson Dr, Irvine, CA 92612
94925xxxx5 aad********@s****************.com
SoCal Financial Planning 2552 Walnut Ave Ste 145 Tustin, CA 92780
94937xxxx4 5 1
APEX Investment Planning Services 424 32nd St Ste A, Newport Beach, CA 92663
94966xxxx0 bai****@b*******.com
First Allied Securities Inc 1200 Quail St Ste 225, Newport Beach, CA 92660
94947xxxx5 aab**@f**********.com
Diversified Real Property Management 180 E Main St Ste 101, Tustin, CA 92780
71454xxxx5 ahm**@d********.com
Wells Fargo Advisors 9929 Chapman Ave, Garden Grove, CA 92841 71459xxxx0
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
LPL Financial Service 20161 Interior Ln, Huntington Beach, CA 92646
71496xxxx0 aar*********@l**.com
Amchamp 1802 Holly Tree Ln, Santa Ana, CA 92705 90926xxxx1
Bluehound Investments 11656 Rosemary Ave, Fountain Valley, CA 92708 71441xxxx8
NFP Property and Casualty Services 1551 N Tustin Ave Ste 500 Santa Ana, CA 92705
71450xxxx0 aab**@n**.com 1 12 6190 93 6500
Fidelity Investments 2211 Michelson Dr, Irvine, CA 92612
80033xxxx9 a61****@f*******.com 3.8 15 329246 353000
Dana Capital Group 760 N Euclid St, Anaheim, CA 92801 71499xxxx4
Nvestment Concepts Inc 1647 E Lincoln Ave, Orange, CA 92865
71463xxxx6 aly*****@i***********.com
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
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 car****@w*****************.com 5 15
First Foundation Bank 18101 Von Karman Ave Ste 750, Irvine, CA 92612
94920xxxx0 ada*@f*****************.com
Silverwood Investment 19772 Macarthur Blvd, Irvine, CA 92612 94975xxxx0
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
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 theSanta Ana Area 80045xxxx5
CWC Investment 507 N Bush St, Santa Ana, CA 92701 94985xxxx7
Edward Jones - Financial Advisor: Bryan L Green 2223 E Wellington Ave Ste 310 Santa Ana, CA 92701
71454xxxx2 a.j*********@e**********.com 238
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
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 2 139 146
Seaview Investors 333 Bayside Dr, Newport Beach, CA 92660
94956xxxx0 aho*****@s***************.com
Asset Management 417 S Broadway, Santa Ana, CA 92701 94928xxxx9
Bizniya Corp 22762 Aspan St, Lake Forest, CA 92630
94935xxxx5 deb********@t****.com 5 13
Clearview Investment Partners 250 Newport Center Dr Ste 300, Newport Beach, CA 92660 94920xxxx0 fir**@c******.com
Pinnacle Group Financial Services 2224 E Santa Clara Ave, Santa Ana, CA 92705
71426xxxx1 ago*******@c*******.com 5 6 110
Crown Pacific Advisors Serving theSanta Ana Area 94925xxxx1
Sol Terra Estates & Lending Inc. 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94962xxxx5 geo***@s**************.com 363 7 354
Southern, Nicole 180 N Riverview Dr, Anaheim, CA 92808
71499xxxx4 dns*****@a***.com
Wealth Strategies Group 950 S Coast Dr Ste 115, Costa Mesa, CA 92626
71438xxxx0 inf*@w********************.com 16 18
Wirth Financial Services 17941 Mitchell S, Irvine, CA 92614
94985xxxx5 joh*@t********.com 5 2
Greenlaw Strider Investors Pro 18301 Von Karman Ave, Irvine, CA 92612 94933xxxx0
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 aar************@u*****.com
Newport Harbor Wealth Management 2070 Business Center Dr STE 250, Irvine, CA 92612 94948xxxx4
Soojinda Investment Management 7475 La Palma Ave, Buena Park, CA 90620 71452xxxx5
Charles Schwab 16 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx8 ada**********@s*****.com 5 5
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
Jim Warren - Financial Advisor, Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
90939xxxx9 cam**********@a***.com
H L J Capital Group 2034 E Lincoln Ave Ste 287, Anaheim, CA 92806 71480xxxx1
Wilson Financial Services 12419 Lewis St Ste 101 Garden Grove, CA 92840
71470xxxx0 chr******@w***************.com 3.8 9
Aspiriant Wealth Management 7700 Irvine Center Dr Suite 940, Irvine, CA 92618
94962xxxx6 aa@a********.com 1 1 4.9 14 128 14 149
Insight Investments 611 Anton Blvd Ste 700, Costa Mesa, CA 92626
71493xxxx0 aad****@i*****************.com
Tina Chou - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 dan***********@a***.com
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
Realty Investment Assn-Calif 17802 Irvine Blvd Ste 117, Tustin, CA 92780
71454xxxx4 ell********@y****.com 38
Kremer Co 260 Newport Center Dr, Newport Beach, CA 92660 94975xxxx2
Retirement Distribution & Wealth Management Strategies Inc. 509 S Brea Blvd Unit 13, Brea, CA 92821
71487xxxx0 jpe*****@p***************.com
Vline Investment 9501 Erskine Dr, Huntington Beach, CA 92646 71441xxxx3
Securities America Inc 2543 E Denise Ave, Orange, CA 92867
71499xxxx6 aad********@s****************.com
Belcourt Investments Inc 3 San Joaquin Plz, Newport Beach, CA 92660 94972xxxx0
Pena J Anthony, EA, CFP Garden Grove, CA 92840 71475xxxx9 5 6
Monarch Bay Securities 5000 Birch St Ste 4800, Newport Beach, CA 92660
94937xxxx0 ada**@b***********.com 153
Scottrade 7012 Edinger Ave Ste 103, Huntington Beach, CA 92647
71484xxxx1 dns*****@s*****.com
Pacific Financial Plaza 880 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 jan*****@i******************.com 1307
Investment Brokerage 2721 E Coast Hwy, Corona Del Mar, CA 92625 94956xxxx1
JCN Investments 345 Gulf Stream Way, Costa Mesa, CA 92627
94954xxxx5 chr*****@p***********.com
C F G Investments 17220 Newhope St Ste 224, Fountain Valley, CA 92708 71455xxxx0
Professional Equities Inc 23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653
94995xxxx7 907*************************************@w*****************.com
Hsu Investment Company 1491 Santa Fe Dr, Tustin, CA 92780 71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard 17822 17th St Ste 405, Tustin, CA 92780 71483xxxx6
Sasha R. Kottmeier - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx7 acc***************@u**.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
Firehorse Enterprise 25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630 95170xxxx3
Couyoumjian Asset Mgnt 15145 Woodlawn Ave, Tustin, CA 92780
71421xxxx4 ach**********************@g****.com
US Credit Collection Agency 9891 Irvine Center Dr, Irvine, CA 92618 94924xxxx9
Cetera Advisor Networks 2440 N Glassell St Ste U, Orange, CA 92865
71497xxxx7
Capstone Lending Corp 6061 Dale St, Buena Park, CA 90621
71452xxxx1 but**@c**************.com 76 79
Circle J Investment Co 1501 La Loma Dr, Santa Ana, CA 92705 71454xxxx2
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Caligiuri Investment Svc 458 Gaviota, Newport Beach, CA 92660 71454xxxx0
MKT Wealth Management 9870 Research Dr, Irvine, CA 92618
94920xxxx1 inf*@m****.com 1127 3 1100
Wealth Financial Group West 650 Town Center Dr #920, Costa Mesa, CA 92626
71461xxxx4 bro**@w*********.com 110 118
D & H Investments 11652 Knott St, Garden Grove, CA 92841 71489xxxx9
Ayzar Asset Management 1506 Brookhollow Dr, Santa Ana, CA 92705
71466xxxx9 and*@a*******.com
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
Wellesley Advisors 43 Middleton, Irvine, CA 92620 71454xxxx4
Richey Advisors 110 E Wilshire Ave, Fullerton, CA 92832
71444xxxx6 inf*@r****.com 28
Edward Jones-Financial Advisor: Ruben Tarkhanyan, CFP 2811 E Katella Ave, Orange, CA 92867
71445xxxx0 acc**********@e**********.com 86737 98000
Edward Jones 12341 Newport Ave Suite B-100, Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 15
Wells Fargo Advisors 14468 Culver Dr, Irvine, CA 92604 94955xxxx0
Roman Risk & Insurance Services 8707 Research Dr, Irvine, CA 92618
94968xxxx2 inf*@i*****.com 94
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
Bright Wealth Advisors 400 Spectrum Center Dr Floor 19, Irvine, CA 92618
94927xxxx4 hen**@b*******************.com 5 3 164
StrataTax 5694 Mission Center Rd Ste 215 San Diego, CA 92108
85822xxxx0 5 135
Des Financial Group 3000 E Birch St Ste 103, Brea, CA 92821
71457xxxx0 dsw***@d****************.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
Mka Capital Group Advisors 1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94972xxxx0 adm**@m*****.com
Money Managers Inc. Financial Advisor 438 E Katella Ave, Orange, CA 92867
71488xxxx0 b.p@o**************.com 5 1
First Republic Bank 3991 Macarthur Blvd Ste 300 Newport Beach, CA 92660
94975xxxx8 acc************@f************.com 3.3 11 2.5 17
Vangard Investment Properties 2601 E Chapman Ave, Fullerton, CA 92831
71445xxxx5 abi*****@v***************.com 176 7 174
Morgan Stanley Wealth Management 650 Town Center Dr Ste 100, Costa Mesa, CA 92626 71495xxxx0
Tetrad Investments 15190 Kensington Park Dr, Tustin, CA 92782 71469xxxx4 d.j@d***********.com 4 519
Yang Investments 901 S Coast Dr, Costa Mesa, CA 92626 71472xxxx6
Aristotle Capital MGMT 840 Newport Center Dr, Newport Beach, CA 92660
94999xxxx0 abe********@a***********.com 5000
Merit Wealth Management - Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx8 chr***************@a***.com 221
Howell & Associates, LLP 2400 Newport Blvd, Costa Mesa, CA 92627 71498xxxx3
Yosemite Capital Mangagement 17501 17th St Ste 100, Tustin, CA 92780
71473xxxx0 aan*****@y**************.com
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
Spilly-Shahinian, Karen 100 Spectrum Center Dr, Irvine, CA 92618
94985xxxx1 ban********************@m*.com
LA Wealth Management 3200 Park Center Dr fl 14, Costa Mesa, CA 92626
31098xxxx2 car*****@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
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
Azk Investment 770 Roosevelt, Irvine, CA 92620 94939xxxx9
Branch Investment Group 20341 SW Birch St, Newport Beach, CA 92660 94975xxxx2
Correa & Associates - Ameriprise Financial Services 101 Main St Ste 380, Huntington Beach, CA 92648
71437xxxx0 ant*********************@a***.com
Charles Schwab 2300 E Katella Ave Ste 125, Anaheim, CA 92806
80043xxxx0 265066 139
Signature Bail Bonds 1042 W Santa Ana Blvd, Santa Ana, CA 92703 71424xxxx5
Pair 14081 Yorba St, Tustin, CA 92780 71466xxxx8
MetLife 3611 S Harbor Blvd, Santa Ana, CA 92704
71466xxxx0 a@m******.com 697124 4075 683000
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 #700, Irvine, CA 92614
94995xxxx6 acc**********@m************.com
Sheridan Capital Advisory 17870 Sky Park Cir, Irvine, CA 92614
94959xxxx0 abr*****@s**********.com
Neozyme 711 W 17th St, Costa Mesa, CA 92627
94951xxxx1 doe**@b**********.com 5 12 302 6 321
Drake-Kerrison, Gianna 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx6 abc*******@u**.com
Ark Penny Tax Services 3333 Michelson Dr Ste 300 Irvine, CA 92612
90834xxxx2 4.4 27
Markwood Capital Alliance Inc 6 Hutton Centre Dr, Santa Ana, CA 92707
71454xxxx0 cha*@m**************.com
National Planning Corporation 3230 E Imperial Hwy Ste 110, Brea, CA 92821
71499xxxx0 hmc********@s***************.com
M 3 K Investment 5230 E Hunter Ave, Anaheim, CA 92807 71469xxxx0
J Y & J A Investment 15435 Jeffrey Rd, Irvine, CA 92618 94955xxxx0
Anahurst Investors 2140 S Main St Ph 10, Santa Ana, CA 92707 71488xxxx7
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
Benefit Funding Retirement 138 S Imperial Hwy, Anaheim, CA 92807
71492xxxx5 ade*********@b*******************.com
Elite Alliance Investments 14252 Culver Dr, Irvine, CA 92604 94927xxxx8
RCP Advisors 620 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 a.j*********@e**********.com
Sunny Brian 765 The City Dr S, Orange, CA 92868 71474xxxx0
Mosley Wealth Management 2401 E Katella Ave #270, Anaheim, CA 92806
71442xxxx8 inf*@m*********************.com 4.9 22
Barth Financial Planning 333 City Blvd W Ste 2050 Orange, CA 92868 71470xxxx6
Edward Jones - Financial Advisor: Stephanie Bartels 2540 Main St, Irvine, CA 92614
94986xxxx6 a.j*********@e**********.com 87358 99000
NJ Investment 1438 Ritchey St, Santa Ana, CA 92705 71450xxxx2
Miramontes Capital 4701 Teller Ave Newport Beach, CA 92660
80046xxxx5 ang**********@m****************.com 5 25 4.3 23 1920 6 1900
Right Now Management 1442 E Lincoln Ave, Orange, CA 92865 65754xxxx1
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
Home Sweet Home Investment 2127 W Orangewood Ave, Orange, CA 92868 71461xxxx8
Mizrahi Investments 450 Newport Center Dr, Newport Beach, CA 92660 94928xxxx6
Cacciamatta, Victoria 1901 Main St, Irvine, CA 92614
94995xxxx1 acc**********@m************.com
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
SMC Wealth Management 14410 Myford Rd, Tustin, CA 92606-1001
94937xxxx5 lar**@s******************.com 5 5 90
Reckinger, Robert A 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
Abi Ltd 23276 S Pointe Dr, Laguna Hills, CA 92653
94985xxxx6 cin**@a******.com
Jynormus LLC 19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 94943xxxx2
Advanced Financial Strategies Inc 5 Hubble, Irvine, CA 92618
94945xxxx0 pie***@**w.afsplanning
Wealth Management Solutions 4000 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 58 4 62
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
Douglas Investments Co 4642 Kimberwick Cir, Irvine, CA 92604 94955xxxx1
Fairview Medical 1002 N Fairview St, Santa Ana, CA 92703 71448xxxx8
Prudential Financial 14200 Culver Dr, Irvine, CA 92604
94955xxxx1 abc*******@p*********.com
Systematic Financial Management LP 500 Newport Center Dr Ste 200, Newport Beach, CA 92660
94971xxxx1 apa***@s****.com
Melissa Levin Insurance Services 17731 Irvine Blvd Ste 203 Tustin, CA 92780
71483xxxx5 mel****@m********************.com
Green Valley Investment Group Serving theSanta Ana Area 94933xxxx1
Ellis Advisory Group 14841 Yorba St Ste 101 Tustin, CA 92780
71454xxxx2 ell***************@c*******.com
Matthew Burns-Thrivent 203 N Brea Blvd, Brea, CA 92821
71452xxxx0 adm**@d***********.com
J C Income Tax 10181 Westminster Ave Ste 203 Garden Grove, CA 92843
71459xxxx7 inf*@j************.com 4.1 18
SGC Investments 3607 E Ridgeway Rd, Orange, CA 92867 71444xxxx3
Merrill Lynch Wealth Management Advisor Jay Tamkoc 100 Spectrum Center Dr, Irvine, CA 92618
94985xxxx5 ale*********@m*.com 4 4
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
C A Investments & Loan 1161 Orlando St, Tustin, CA 92780 71474xxxx1
Hall Wealth Management Group 9481 Irvine Center Dr, Irvine, CA 92618
94922xxxx1 a.h***@h*******.com 5 1
CFI Inc 30 Corporate Park, Irvine, CA 92606
94929xxxx0 anh@c*********************.com
Arens, Frank A 7755 Center Ave, Huntington Beach, CA 92647
71420xxxx6 a.j*********@e**********.com 86710 98000
B B Graham & Co 1700 W Katella Ave, Orange, CA 92867
71462xxxx0 bca****@b*******.com
iAsset Property Management 9801 Irvine Center Dr, Irvine, CA 92618
94939xxxx1 con********@i*********.com
Back Bay Investment Group 3857 Birch St Ste 195, Newport Beach, CA 92660 91949xxxx6
N B Pelican Investment Inc 7700 Irvine Center Dr, Irvine, CA 92618
94938xxxx0 a.b******@h************.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
Xoa Tax 10015 Garden Grove Blvd, Garden Grove, CA 92844
71491xxxx8 con****@x*****.com 5 18 4.7 56 54
Eagle Tax Res - California 100 W Main St Ste 7 Tustin, CA 92780
94941xxxx5 eag************@d*****************.com 4.7 84
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
Heritage Planning Financial Group, Inc. 600 N Tustin Ave # 120, Santa Ana, CA 92705
71483xxxx5 bra****@h***.net
Q A Investments 14291 Euclid St, Garden Grove, CA 92843
71426xxxx0
Villasenor, Nicholas 888 San Clemente Dr, Newport Beach, CA 92660
94946xxxx8 abc***@u**.com
BNG Wealth Advisors 16755 Von Karman Ave Suite 200C, Irvine, CA 92606
94939xxxx1 bal*******@l**.com 5 4 213 214
Torres, Donald E 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Darany Michael A 17802 Irvine Blvd, Tustin, CA 92780
71483xxxx0 jls@m*******.com
Zeiger Capital Management Inc 2192 Martin, Irvine, CA 92612 94975xxxx9
Securities America Advisors-Ken Mascari 22954 El Toro Rd, Lake Forest, CA 92630
94945xxxx0 aad********@s****************.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
Balteanu, Andrea, AGT 2600 Michelson Dr, Irvine, CA 92612
94925xxxx0 ame******************@a***.com
Ronjon Investments 20902 Brookhurst St, Huntington Beach, CA 92646 71496xxxx6
Reo World Inc 19 Corporate Plaza Dr, Newport Beach, CA 92660 94947xxxx0
B Riley & Company Inc 4675 Macarthur Ct, Newport Beach, CA 92660
94985xxxx1 ali****@b*******.com
Principal Financial Group 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 a.s****@p********.com 68212 230 70000
Edward Jones 6378 E Santa Ana Canyon Rd, Anaheim, CA 92807 71468xxxx1 a.j*********@e**********.com 87630 100000
World Financial Group Inc 9741 Bolsa Ave, Westminster, CA 92683
71453xxxx3 con****************@t***********.com 82300 2050 86000
Posilovich Enterprises 1743 S Douglass Rd, Anaheim, CA 92806
71497xxxx0 adm**@p*********.com
Ambassador Wealth Management, LLC 5101 E La Palma Ave Ste 100b, Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 240 236
Corellia Finance & Tax 511 E 1st St Ste H Tustin, CA 92780
94922xxxx1 inf*@c**********.com 4.9 35
PacificView Wealth Management 19200 Von Karman Ave #400, Irvine, CA 92612
94962xxxx4 ala**@p************.com 5 1
Executive Capital 4695 Macarthur Ct, Newport Beach, CA 92660
94938xxxx4 inf*@b**********.com 9455 7 9700
Josh Yocam 2677 N Main St Fl 10 Morgan Stanley Wealth Management Santa Ana, CA 92705 71464xxxx8
RailWorks Corporation 5405 Alton Pkwy, Irvine, CA 92604
95246xxxx7 aan***@r********.com
Dhe Investment Inc 2082 Business Center Dr, Irvine, CA 92612 88832xxxx6
ESY Tax Group 440 W First St Ste 206 Tustin, CA 92780
71490xxxx7 c18*****************************@s*****.wixpress 5 82
Tustin Centre Wealth Advisors 1551 N Tustin Ave #100, Santa Ana, CA 92705
88833xxxx7
Financial Advisors Network 1432 Edinger Ave Ste 200, Tustin, CA 92780
71459xxxx0 doe*****@f***********************.net 178 6 213
Klein Financial Advisors 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx0 geo***@g*******.com 225
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Cannon Asset Recovery, LLC 2034 E Lincoln Ave Suite 364, Anaheim, CA 92806 71460xxxx5
Wealth Tutor 2552 Walnut Ave Ste 145 Tustin, CA 92780
94922xxxx0
Ober Financial Services 2019 W Orangewood Ave, Orange, CA 92868 71477xxxx0
Liolios Group Inc 20371 Irvine Ave Ste 100, Newport Beach, CA 92660 94957xxxx0
The Woo Group-Morgan Stanley 1901 Main St, Irvine, CA 92614
94995xxxx8 acc**********@m************.com
KDP Investments 1611 E 6th St, Santa Ana, CA 92701 71472xxxx8
Olson Management 4000 Westerly Pl, Newport Beach, CA 92660
94947xxxx1 aad********@s****************.com
Acorns Grow Inc 5300 California Ave Bldg 1, Irvine, CA 92617
85573xxxx9 cop******@a*****.com
Dynamic Investment Strategies Tustin, CA 92780 71454xxxx2 5 1
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
AMTA Associates, CPA 400 N Tustin Ave Ste 285 Santa Ana, CA 92705
71428xxxx9 inf*@a******.com 3 2
Pence Wealth Management 5000 Birch St Ste 8000 Newport Beach, CA 92660
80073xxxx3 aay************@p**********.com 2 1 1233 37 1300
Aboubakare, Nasar 17011 Beach Blvd, Huntington Beach, CA 92647
71436xxxx8 acc**********@e**********.com
FSC Securities Corp. 2700 N Main St, Santa Ana, CA 92705 71424xxxx1
Evans, Chad L 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx9 acc**********@m************.com
BCC Capital Partners 4685 Macarthur Ct, Newport Beach, CA 92660 80053xxxx7
Keep It Simple Financial Planning 333 City Blvd W # 1700, Orange, CA 92868
87767xxxx3 inf*@k********************.com 5 8 2522 5
Clarity Capital Partners 5000 Birch St Ste 100, Newport Beach, CA 92660
80080xxxx6 bba***@c****************.com
Sagent Capital 4675 Macarthur Ct, Newport Beach, CA 92660
94975xxxx7 cha************@s*******.com
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
Wealth Management & Business 2 Venture, Irvine, CA 92618
94982xxxx2 hel**@w***.financial 241 8 239
Ambit 4630 Campus Dr, Newport Beach, CA 92660
86638xxxx1
Michael J Russo 2600 Michelson Dr, Irvine, CA 92612
94937xxxx0 dns*****@a***.com 223 224
Creative Real Estate Investment 1153 Melia Pl, Placentia, CA 92870 71499xxxx4
SPJ Investments 6781 Quail Hill Pkwy, Irvine, CA 92603 94941xxxx9
Edward Jones - Financial Advisor: Christian A Nitu 2223 E Wellington Ave Ste 310 Santa Ana, CA 92701
71454xxxx2 a.j*********@e**********.com
Sun Group Wealth Partners 17500 Red Hill Ave STE 140, Irvine, CA 92614
94962xxxx0 ang***@s*********.com 5 6 1800
Paulino Greg & Associates 1570 E Edinger Ave Ste I1 Santa Ana, CA 92705 71495xxxx7 4 4
Buckingham Strategic Wealth 3 Park Plz Ste 420 Irvine, CA 92614
87769xxxx2 ada***@b****************.com 553 6 650
Wyper Wealth Management 17671 Irvine Blvd Suite 115, Tustin, CA 92780
71479xxxx1 jos***@w********************.com
Lavit Services 6180 Riverside Dr, Chino, CA 91710 90959xxxx9 5 12 4.9 157
Investments By Mark 2681 Pullman St, Santa Ana, CA 92705 71498xxxx0
Dcp 701 S Raymond Ave, Fullerton, CA 92831 71422xxxx5
PATRICK T. HSU, CPA 7927 Garden Grove Blvd., Garden Grove, CA 92841 71489xxxx6
Ameriprise Financial Services Inc 2 Park Plz, Irvine, CA 92614
94925xxxx0 dns*****@a***.com
WestPac Wealth Partners 949 S Coast Dr, Costa Mesa, CA 92626
94927xxxx0 aar***********@w************.com 54314 37 104000
WestPac® Wealth Partners (Orange County) 949 S Coast Dr Suite 220, Costa Mesa, CA 92626
94927xxxx0 aar***********@w************.com 54310 37 104000
Bordwell Accts & Advs LLP 18881 Von Karman Ave Ste 340 Irvine, CA 92612
71466xxxx1 eri*@b***********.com 5 1
Insight Investments Serving theSanta Ana Area 71493xxxx7
Rod & Staff Investments 17406 Oak St, Fountain Valley, CA 92708 71484xxxx5
BBVA Compass 2050 Main St Ste 650, Irvine, CA 92614 94973xxxx0
Mike Hernandez - Trilogy Financial 2601 Main St Ste 200 Irvine, CA 92614
94922xxxx5 a.r*****@t********.com 5 1
Pinecreek Investment Co 5000 Birch St, Newport Beach, CA 92660
94947xxxx0 aac******@p***************.net
Ranakaran Investment 9480 Talbert Ave, Fountain Valley, CA 92708 71437xxxx8
McCarthy Wealth Management 3300 Irvine Ave # 310, Newport Beach, CA 92660
71424xxxx1 inf*@m**********.com 278 295
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
K & E Invest & Consulting 2400 E Lincoln Ave Apt 225, Anaheim, CA 92806 71475xxxx0
Hewitt Investment Advisory 6 Venture, Irvine, CA 92618
94972xxxx4 *nn*@o**************.com
The Investment & Money Management Group 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Daikovich Financial Services 7453 La Palma Ave, Buena Park, CA 90620
71452xxxx0 ver***********@l**.com
Lewis Street Investors 1422 S Allec St, Anaheim, CA 92805 71499xxxx0
O'Bryan Investment Co Iowa Cal 515 Cabrillo Park Dr, Santa Ana, CA 92701 71455xxxx6
Cooper McManus Wealth Management 9870 Research Dr, Irvine, CA 92618 61255xxxx5 aco****@c************.com 5 2
Granite Investment Group 2 Park Plz Ste 800, Irvine, CA 92614
94947xxxx0 abo*****@g****************.com 5 1
Reed Investment Co 1400 Bristol St N Ste 140, Newport Beach, CA 92660 94985xxxx9
Cole & Company Wealth Management, Inc 1420 E Chapman Ave, Orange, Ca 92866
71470xxxx5 dar**@d********.com 5 1
Orange County Associates 250 N Golden Circle Dr, Santa Ana, CA 92705
71497xxxx3 d.s*****@o*********************.com
20 20 Financial Advisers 575 Anton Blvd Ste 150, Costa Mesa, CA 92626
71443xxxx9 ast*******@2*****.com
Pruthi, Akhil 1467 N Wanda Rd, Orange, CA 92867
71494xxxx3 acc**********@e**********.com 86718 98000
Financial Advisors U.S. Bancorp Investments 4100 Newport Place Dr, Newport Beach, CA 92660
94986xxxx1 aar************@u*****.com 345471 5393 348000
Emme's Asset Management Co 3161 Michelson Dr, Irvine, CA 92612
94985xxxx0 mem@e***.com
A K Financial 6 Venture, Irvine, CA 92618
94978xxxx0 ak@a***************.com