Business List: Wealth Management in Los Angeles, CA, USA

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Citibank 11726 San Vicente Blvd Los Angeles, CA 90049
42427xxxx8 abb**********@c***.com 3.3 12 1 8
Innovative Wealth Strategists 6767 Forest Lawn Dr STE 120, Los Angeles, CA 90068
32387xxxx0 bru**@i************.com 4 4
Sorensen Wealth Management 2535 Townsgate Rd Ste 213 Westlake Village, CA 91361
80537xxxx0 hel**@s*************.com
Northwestern Mutual 11111 Santa Monica Blvd #300, Los Angeles, CA 90025
31090xxxx5 a.-***********@n*****************.com 3 2 106299 16209 106873
D T Carson Asset Management 1145 Meadowbrook Ave, Los Angeles, CA 90019
31080xxxx1 dav********@d*********.com
Citibank 360 E Magnolia Blvd Burbank, CA 91502
81884xxxx4 abb**********@c***.com 2.3 41 2.5 39
Providence Wealth Management Group - Ameriprise Financial 2600 Michelson Dr Ste 1460 Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Oakwood Ocean Investment 4363 Oakwood Ave, Los Angeles, CA 90004 81879xxxx2
Moussa Kashani 445 S Beverly Dr Ste 300 Beverly Hills, CA 90212 31055xxxx0 1 5
PB Financial Group Corporation 6380 Wilshire Blvd #1610, Los Angeles, CA 90048
32393xxxx5 amy@c***********.com 4.7 24 5 24 134
Wolman Wealth Management Los Angeles, CA 90025 31023xxxx2 5 2
Angeles Investment Advisors 429 Santa Monica Blvd, Santa Monica, CA 90401
31039xxxx0 adr*****@a**************.com 5 1 60 4
Pacific Ventures Group Inc 117 W 9th St, Los Angeles, CA 90015
31039xxxx6 inf*@c***********.com
Newland Investment & Realty 3540 Wilshire Blvd, Los Angeles, CA 90010 21338xxxx0 ang******@d**********.com 4.2 29 5555
AdvicePeriod 2121 Avenue of the Stars, Los Angeles, CA 90067
42428xxxx0 ada*******@a***********.com 5 1 117 15 144
Artist Mss USA Inc International 4055 Wilshire Blvd, Los Angeles, CA 90010 21336xxxx0
Kisin Wealth Management Los Angeles, CA 91208
62677xxxx0 5 5 35 582037 4678248
Wells Fargo Advisors 137 N Fairfax Ave, Los Angeles, CA 90036 32363xxxx0
Amodio Wealth Advisors San Fernando Valley, CA 91436
81845xxxx6 j-d@a***********.com 5 3
Government of Israel Investment & Export Authority 6300 Wilshire Blvd, Los Angeles, CA 90048
32365xxxx4 rxx***@i************.org
Wise River Advisors - UBS Financial Services Inc. 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067
31073xxxx2 ale*******@u**.com
Strategic Capital Sources, Corporation 10680 W Pico Blvd, Los Angeles, CA 90064 31028xxxx5
Morton Seidel Century City Advisor Group - Ameriprise Financial Services 1999 Avenue Of The Stars Ste 1100, Los Angeles, CA 90067
31027xxxx6 ala*******@a***.com 139
Private Family Wealth Partners - UBS Financial Services Inc. 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067
31073xxxx6 ade********@u**.com
RBC Wealth Management Branch - Beverly Hills 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212
31027xxxx0 rbc*********@r**.com 5 1 14777 16000
Keith Conley, Certified Financial Planner 201 Sandpointe Ave Ste 228 Santa Ana, CA 92707
94943xxxx7 1 1
Created Wealth Advisory 4081 Redwood Ave Los Angeles, CA 90066
31060xxxx2 aj@c************.com 27
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang 333 S Hope St, Los Angeles, CA 90071
21323xxxx7 ale*********@m*.com
Ameriprise Financial Services Inc 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx6
United America Realty 22916 Lyons Ave Ste 1A Newhall, CA 91321
66126xxxx1 bob******@g****.com 39 3.5 3
Hotchkis & Wiley Capital Management 601 S Figueroa St # 3900, Los Angeles, CA 90017
21343xxxx0 ann*************@h***.com
Bel Air Investment Advisors 1999 Avenue of the Stars #3200, Los Angeles, CA 90067
31022xxxx0 abh*****@b*********.com 5 2
Stanley Sirott 1343 N Martel Ave, Los Angeles, CA 90046 32388xxxx6
Raymond James & Associates 3027 Townsgate Rd Ste 100 Thousand Oaks, CA 91361
80537xxxx0 aar************@r***********.com 5 1 17010
Roger Stephens - RBC Wealth Management Financial Advisor 555 Flower St 22nd Floor, Los Angeles, CA 90071
21326xxxx9 wms**********@r**.com 12495 13042
Finances First Insurance Solutions 5777 W. Century Blvd. 1645, Los Angeles, CA 90045
31092xxxx9 adm**@f************.com
Greater Zurich Zrea 6535 Wilshire Blvd Ste 115, Los Angeles, CA 90048 32394xxxx2
Investment Management Research 1880 Century Park E, Los Angeles, CA 90067
31055xxxx0 cha*****@t******.com
EFC Wealth Management Firm 5777 W Century Blvd #985, Los Angeles, CA 90045
31064xxxx1 aly***@e******************.com 4.8 16 400 9 426
Impact Financial Group - UBS Financial Services Inc. 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067
31073xxxx9 ale*******@u**.com
Commercial Financial Services Group Los Angeles, CA 90046 31085xxxx6
Boracchia Wiviott Wealth Partners LLC 12655 W Jefferson Blvd 4th Fl, Los Angeles, CA 90066
42462xxxx3 tea*@m**************.pro 5 3 4443 54 4449
Merrill Lynch Financial Advisor Garrett Morgan 333 S Hope St, Los Angeles, CA 90071
21323xxxx9 ale*********@m*.com
Furst Investment 1754 W Slauson Ave, Los Angeles, CA 90047 32329xxxx7
Churchill Management Group - Los Angeles 5900 Wilshire Blvd #400, Los Angeles, CA 90036
87793xxxx0 ach*@c******************.com 3 4 166 219
ROM Residential 6464 W Sunset Blvd, Los Angeles, CA 90028
32346xxxx3 inf*@r*************.com 1.3 15
Impact Fiduciary 3436 Madera Ave, Los Angeles, CA 90039
32361xxxx7 chr*********@i**************.com 133
Harold E Frank Investments 10866 Wilshire Blvd Ste 400, Los Angeles, CA 90024
31044xxxx1 bgg****@p*******.com
Charles Schwab 355 S Grand Ave Ste 110, Los Angeles, CA 90071
21325xxxx0 app*******************@s*****.com 3 13
Merrill Lynch Financial Advisor Kevin P Hanley 333 S Hope St, Los Angeles, CA 90071
80039xxxx3 ale*********@m*.com 5 2
Infinity Wealth Management 23734 Valencia Blvd Ste 301 Valencia, CA 91355
66125xxxx5 5 2
Zachary Stein - TIAA Wealth Management Advisor 1801 Century Park E Suite 800, Los Angeles, CA 90067
80086xxxx6 ama******@t***.org 12 90684 465 91648
Downie Financial Group- Dave Ramsey's Smartvestor 26050 Acero Mission Viejo, CA 92691
71490xxxx5 cli**@c**********.com 5 9 5 40
Merrill Lynch Financial Advisor Raymond Conboy 333 S Hope St, Los Angeles, CA 90071
21378xxxx2 bri************@b***.com
Simcorp 1999 Avenue Of The Stars, Los Angeles, CA 90067
42435xxxx1 aar*************@s******.com
Westmount Asset Management 2049 Century Park E Ste 2500, Los Angeles, CA 90067
31055xxxx2 aab*****@c**********.com
Meridian Private Wealth Management 300 E Esplanade Dr Ste 500 Oxnard, CA 93036
80543xxxx3 abi*********@l**.com 5 2 40
Creative Planning 4675 MacArthur Ct Ste 545 Newport Beach, CA 92660
80068xxxx7 a.j******@c***************.com
Shon Saleh - RBC Wealth Management Financial Advisor 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212
31020xxxx1 wms**********@r**.com 11545 12869
Wells Fargo Advisors 11116 Palms Blvd, Los Angeles, CA 90034 31028xxxx0
California Retirement Advisors 898 N Pacific Coast Hwy #740, El Segundo, CA 90245
85572xxxx0 ant*************@c*********.com 4.3 4 1801 1800
He'e Nalu Investing 21550 Oxnard St 3rd Fl Woodland HIlls, CA 91367
21322xxxx1 dav*******@h***************.com
The Financial Architects 2140 Grand Ave Ste 240 Chino Hills, CA 91709
88835xxxx6 ail***@t*******************.com 5 19 5 89 2253 4922 2299
KCS Wealth Advisory LLC 10960 Wilshire Blvd Suite 405, Los Angeles, CA 90024
31073xxxx0 inf*@k********.com 4.25
U.S. Bancorp Investments - Financial Advisors: Los Angeles 2566 Overland Ave, Los Angeles, CA 90064
31094xxxx2 aar************@u*****.com 345287 5556 347000
Northwestern Mutual Financial: Wegge Michael 515 Flower St # 33, Los Angeles, CA 90071
21324xxxx0 a.-***********@n*****************.com 5 1 107342 16225 108000
Morgan Stanley Wealth Management 70 South Lake Ave Pasadena, CA 91101
62630xxxx0 aal*******@m************.com 5 4 61 109424 2955 124241
Cuevas & Calenzani - Raymond James 444 Flower St #3870, Los Angeles, CA 90071
21332xxxx9 aar************@r***********.com 17125
Merrill Lynch Financial Advisor Annterese Toth 333 S Hope St Suite 3900, Los Angeles, CA 90071
85838xxxx2 ale*********@m*.com
Manier Financial & Insurance Services - Northwestern Mutual 515 Flower St fl 34, Los Angeles, CA 90071
21324xxxx0 ale***************@n*.com 26
Newport Group 11601 Wilshire Blvd Ste 2410, Los Angeles, CA 90025
31050xxxx1 aac*****@n***********.com
John R Magee 6631 Lindley Ave Reseda, CA 91335 81835xxxx5
Chiagi Investors LTD 10580 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx0
R B Van Investment Corp 322 N Benton Way, Los Angeles, CA 90026 21338xxxx0
Hermosa Wealth Management 2447 CA-1 2nd Floor, Hermosa Beach, CA 90254
31087xxxx0 gxx**********@h************.com 5 6 5 7 64 68
Concho International Securities 1750 Wilcox Ave, Los Angeles, CA 90028 32346xxxx9
Quincy Cass Associates 11111 Santa Monica Blvd Ste 1650, Los Angeles, CA 90025
31047xxxx1 cha****@q*********.com
Wealth Enhancement Group 12121 Wilshire Blvd #1250, Los Angeles, CA 90025
31077xxxx0 aba****@w****************.com
Richard Alan Brende - Private Wealth Advisor, Ameriprise Financial Services, LLC 11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064
31099xxxx6 ale************@a***.com 215 219
Northwestern Mutual 515 Flower St fl 34, Los Angeles, CA 90071
21324xxxx0 a.-***********@n*****************.com 4.4 29 107342 16225 108000
One Wealth Management 233 Wilshire Blvd # 550, Santa Monica, CA 90401
31089xxxx6 aak***@o************.com 4 4 344 86
McDonald Hartman Wealth Advisors 11755 Wilshire Blvd #1250, Los Angeles, CA 90025 31049xxxx3
Envision Wealth Management 27200 Tourney Rd Ste 201 Santa Clarita, CA 91355 66129xxxx0
Doal Investment 2121 Avenue Of The Stars, Los Angeles, CA 90067
31049xxxx9 aam****@b*************.com
U.S. Bancorp Investments - Financial Advisors: Eric Yudis 145 S Fairfax Ave, Los Angeles, CA 90036
32376xxxx3 aar************@u*****.com 350 337115 3365 338357
Raymond James Financial Services 11925 Wilshire Blvd #333, Los Angeles, CA 90025
31040xxxx9 aar************@r***********.com 17179
Brown's Financial Services 6 Centerpointe Dr Ste 700 La Palma, CA 90623
86683xxxx1 5 6
Chris Bell Wealth Management 11111 Santa Monica Blvd Suite 1100, Los Angeles, CA 90025
31090xxxx5 a.-***********@n*****************.com
O'Connor Wealth Management 139 E Colorado Blvd Ste 2 Monrovia, CA 91016
62638xxxx6 inf*@o***************.com 5 2
Perennial Financial Services 11620 Wilshire Blvd Ste 400 Los Angeles, CA 90025
31044xxxx4 abn**@p**********.com 7
City National Bank - Manhattan Beach 2231 Rosecrans Ave El Segundo, CA 90245
31053xxxx1 ame*************@c**.com 3.7 6 2.5 9 4.4 132 5069 102 5880
Cash Management Trust Of America 333 S Hope St, Los Angeles, CA 90071
21348xxxx0 abc***@b************.com 3.6 50 1 2849982 2800381
Independent Capital Management - A Torrance Financial Advisor Firm 19191 S Vermont Ave #170, Torrance, CA 90502
31052xxxx5 a.a@i***********.com 4.7 6 13545
Merrill Lynch Financial Advisor Kevin E Scott 333 S Hope St, Los Angeles, CA 90071
21323xxxx0 ale*********@m*.com
Kirk Badii - Badii Group Private Wealth Management 555 W 5th St Fl 35th Los Angeles, CA 90013
31084xxxx0 doe*****@b*********.com 5 45 25371 25409
Silver Oak Wealth Advisors 10940 Wilshire Blvd #975, Los Angeles, CA 90024
31020xxxx0 acr***@s**********.com 64
Katz Cassidy Cpa's 11400 W Olympic Blvd Ste 1050 Los Angeles, CA 90064
31047xxxx0 b@k**********.com 4 3
Merrill Lynch Financial Advisor Paul Brokenburr 333 S Hope St Suite 3900, Los Angeles, CA 90071
40423xxxx4 bri************@b***.com
Cohen Wealth Management - UBS Financial Services Inc. 131 S Rodeo Dr #300, Beverly Hills, CA 90212
31085xxxx2 ale*******@u**.com
Sparrow Wealth Management Hermosa Beach, CA 90254
87733xxxx1 chr**@s************.com 5 5 5 1
Jennifer Thompson Primerica Independent Business Consultant 7714 E Hampton Ave Mesa, AZ 85209 48022xxxx5
Vista Investment Group 758 S Ardmore Ave, Los Angeles, CA 90005 21338xxxx1
Tax & Wealth Management, LLC. 4501 Cerritos Ave Ste 202 Cypress, CA 90630
71494xxxx4 joh*@t******************.com 5 1 35 36
Alpha Analytics Investment Group 1901 Avenue Of The Stars Ste 1100, Los Angeles, CA 90067
31055xxxx9 aar********@a*************.com
Merrill Lynch Financial Advisor Joseph Naiman 333 S Hope St 39th Floor, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
AdvicePeriod 2121 Avenue Of The Stars Ste 2400, Los Angeles, CA 90067
42428xxxx0 ada*******@a***********.com 30 11 107 15 131
5
Worldvest 2049 Century Park E, Los Angeles, CA 90067
31028xxxx3
Von Adelung Wealth Management 1100 E Broadway Ste 305 Glendale, CA 91205
81854xxxx2 gvo********@w********.com 5 11
Ameriprise Financial Services Inc 11150 W Olympic Blvd, Los Angeles, CA 90064
31099xxxx6
Chilton & O'Connor Inc 1901 Avenue Of The Stars, Los Angeles, CA 90067 31028xxxx5
Merrill Lynch Financial Advisor Paul Alfred Gilbert 333 S Hope St 39th Floor, Los Angeles, CA 90071
21323xxxx1 ale*********@m*.com
European Investment Management Services 11661 San Vicente Blvd # 220, Los Angeles, CA 90049
31082xxxx3 aso***@e****.net 5 10
B. Riley Wealth Management: J.J. Feldman 11100 Santa Monica Blvd Ste 800 Los Angeles, CA 90025
31075xxxx5
B Riley Wealth Management, Inc 11100 Santa Monica Blvd Ste 800, Los Angeles, CA 90025
31096xxxx4 aal*******@b***********.com 3.3 4
Jwz Investment 419 E 4th St, Los Angeles, CA 90013 21362xxxx8
Ubs 725 S Figueroa St Ste 4100, Los Angeles, CA 90017
21325xxxx7 aar*******@u**.com 175 229358 240131
Private Wealth Management | U.S. Bank 9420 Wilshire Blvd #150, Beverly Hills, CA 90212
31022xxxx7 aar************@u*****.com 346 339921 3784 342256
Starwood Capital Group 11611 San Vicente Blvd, Los Angeles, CA 90049
31089xxxx1 aar************@s**************.com
Demsky Weintraub Wealth Management Group - UBS Financial Services Inc. 131 S Rodeo Dr #300, Beverly Hills, CA 90212
31085xxxx7 ale*******@u**.com
Raul Lopez - United Solutions Group 20501 Ventura Blvd Suite 375 Los Angeles, CA 91364
81851xxxx5
Deutsche Bank Wealth Management 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx1 dat*********@d*.com
4
Nayeli Alvarado 4101 Birch St Ste 130 Newport Beach, CA 92660
95126xxxx6 nay***@n**************.com 5 6
EP Wealth Advisors 11400 W Olympic Blvd #170, Los Angeles, CA 90064
42436xxxx0 ab@e*******.com 1143 33
Economics and Family - Home of the Financial X-Ray 17875 Von Karman Ave Irvine, CA 92614
80022xxxx9 inf*@e*****************.com
Rob Park - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx6 acm***********@m************.com 5 2
Endurance Artist Management - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31071xxxx1 ale*******@u**.com 5.01
Frank Casillas II - Wealth Financial Advisor 300 S Grand Ave, Los Angeles, CA 90071
21331xxxx3 aab****@b************.com 40844 177 41000
JG Wealth Management 445 S Figueroa St 31st Floor, Los Angeles, CA 90071
20642xxxx6 ann@j****.com 1119 1100
Davidson Harold & Associates Inc 1900 Avenue Of The Stars, Los Angeles, CA 90067
31055xxxx1 dfe******@h********.com
Global Investment & Development 3470 Wilshire Blvd Ste 1020, Los Angeles, CA 90010
21336xxxx5 ari****@g******.com 5 2
Alameda Investment 1833 E Vernon Ave, Los Angeles, CA 90058 32323xxxx4
Palisades Advisors - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31077xxxx4 ale*******@u**.com
Birch Gold Group 3500 W Olive Ave Ste 300 Burbank, CA 91505
80035xxxx6 aar**@b********.com 4 4 40962 14
Prudential Financial 2029 Century Park E, Los Angeles, CA 90067
31027xxxx0 a.w*****@p*********.com
Stonnington Group 515 S Figueroa St Ste 1100, Los Angeles, CA 90071
21395xxxx3 ama***@s**********.net
FocalPoint Partners 11150 Santa Monica Blvd Ste 1550, Los Angeles, CA 90025
31040xxxx0 ahe*****@f************.com 5 2
Bluestone Wealth Management 1000 Wilshire Blvd Los Angeles, CA 90017 21362xxxx0
William E Simon & Sons 11100 Santa Monica Blvd, Los Angeles, CA 90025
31026xxxx3 bge****@f***.com
Chaparal Investments 10250 Constellation Blvd Ste 2750, Los Angeles, CA 90067 31055xxxx0
Blue Family Holdings Inc 448 S Hill St, Los Angeles, CA 90013 21389xxxx1
Summit Wealth Management - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31059xxxx0 ale*******@u**.com
Touchstone Advisors Inc 1999 Avenue Of The Stars, Los Angeles, CA 90067 31020xxxx5
PH Loans 18301 Von Karman Ste 350 Irvine, CA 92612
88888xxxx3 dea*@p******.com 4.1 46 4.5 80
WMPLAINC - Wealth Management Firm Los Angeles 15760 Ventura Blvd # 700, Encino, CA 91436
84424xxxx3 atu*****@w*******.com 5 1 5 5 50 52
Finan It 10960 Wilshire Blvd, Los Angeles, CA 90024 31031xxxx3
METROPOLITAN WEST ASSET MANAGEMENT 865 S Figueroa St, Los Angeles, CA 90017
21324xxxx0 aal**@t**.com
AGC Wealth Advisors Inc. 12655 W Jefferson Blvd UNIT 400, Los Angeles, CA 90066
42436xxxx3 aco**@a********.com
Everett Harris & Co 801 S Figueroa St Ste 2050, Los Angeles, CA 90017
21362xxxx7 har****@e************.com
SL Hare Capital 10635 Santa Monica Blvd Ste 170, Los Angeles, CA 90025
31047xxxx0 bil*********@s************.com
Futureadvisor Inc 350 S Grand Ave, Los Angeles, CA 90071
21361xxxx0 aar********@b********.com
Kaye Capital Management 909 N Pacific Coast Hwy Ste 235 El Segundo, CA 90245
31020xxxx3 ash***@k**********.com 5 2 5 1
City National Bank - Century City Towers 2029 Century Park E Los Angeles, CA 90067
31028xxxx0 ame*************@c**.com 1 1 4.4 132 5069 102 5880
L Square Investment Group, Inc 856 S Vermont Ave, Los Angeles, CA 90005 21338xxxx1
Wealth Management LA Santa Clarita, CA 21322xxxx7
Eagles' Club Wealth Management 21201 Victory Blvd Ste 267 Canoga Park, CA 91303
81899xxxx0 aid************@a***********.com
Steel Peak Wealth Management 21650 Oxnard St Ste 2300 Woodland Hills, CA 91367
81883xxxx0 ale*********@s***.com 5 3 3 2
Corporate Structures Group 1900 Avenue Of The Stars Ste 2475, Los Angeles, CA 90067 31020xxxx1
Santa Fe Investment 726 S Santa Fe Ave, Los Angeles, CA 90021
21368xxxx3
Western International Securities 11755 Wilshire Boulvard Ste 1650 Los Angeles, CA 90025
31055xxxx5
LA Wealth Managemennt 100 W Broadway Suite #3000, Long Beach, CA 90802
31098xxxx2 car*****@l*****************.com 5 2 769 37
Integrated Wealth Management 742 Washington Blvd Marina Del Rey, CA 90292 31082xxxx3
T & E International Investment Group Inc 233 E 4th St, Los Angeles, CA 90013 21362xxxx9
Gianluca Paci - Private Client Advisor 300 S Grand Ave, Los Angeles, CA 90071
21330xxxx3 aab****@b************.com 40845 130 41000
Trapani Calvert Wealth Management & Insurance Services 515 Flower Street 34th Floor, Los Angeles, CA 90071
21324xxxx7 adm*******@c*****.com
Avant Advisory Group 355 S Grand Ave #2450, Los Angeles, CA 90071
21394xxxx6 dst***@a************.com 4.6 11
Fernandez Holdings 901 Bringham Ave, Los Angeles, CA 90049
31059xxxx8 aha********@f****************.com
Amaranan Private Equity 10833 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx4 sal**@l***************.com
Beverly Hills Wealth Management 100 Delfern Dr Los Angeles, CA 90077 31085xxxx0
Twenty Concierge Wealth Management
31095xxxx0 con****@t********.com
JP Morgan Securities Inc 601 S Figueroa St # 3550, Los Angeles, CA 90017
21355xxxx2 bra*******@j*******.com 5 1 926435 6561 37
Orchard Capital 6922 Hollywood Blvd, Los Angeles, CA 90028 32346xxxx9
Private Wealth Management | U.S. Bank 633 W 5th St 29th Floor, Los Angeles, CA 90071
83396xxxx6 3d@u*****.com 345287 5556 347000
Premier Wealth Preservation and Elder Law 23901 Calabasas Rd Ste 1030 Calabasas, CA 91302
81888xxxx6 5 1
J.P. Morgan Private Bank 3 Park Plz Ste 730 Irvine, CA 92614
94985xxxx0 abc***@j*******.com 3 2 3 83397 101973
Profectus Financial ARCO Tower, 1055 W 7th St #3260, Los Angeles, CA 90017
80081xxxx1 inf*@p*****************.com 4.7 9 156 6 154
Brett Dalton - Private Wealth Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx9 ant************@a***.com 544 2
Merrill Lynch Wealth Management 2049 Century Park E Los Angeles, CA 90067
31020xxxx7 aas***********@m*.com 3.7 3 3 2
Ece Investment Inc 10912 Le Conte Ave, Los Angeles, CA 90024 31020xxxx9
Richard "Ricky" Hansen - Revolution Financial Management 600 N Rosemead Blvd Ste 109-C Pasadena, CA 91107
66157xxxx3 a-t*********@f******************.com
Blue Jay Capital 2121 Avenue Of The Stars, Los Angeles, CA 90067
31028xxxx1 4.8 123
City National Bank - Brentwood 11677 San Vicente Blvd Ste 103 Los Angeles, CA 90049
31085xxxx0 ame*************@c**.com 3 2 4.4 134 5160 114 5985
Bessemer Trust Private Wealth Management Los Angeles CA 10250 Constellation Blvd #2600, Los Angeles, CA 90067
21389xxxx0 glo*****@b*******.com
Lenox Advisors 444 Flower St #4200, Los Angeles, CA 90071
21322xxxx0 aak*****@l************.com 160 28 170
Financial Freedom Wealth Management Services 21757 Devonshire St Ste 11 Chatsworth, CA 91311
81862xxxx8 joh*@r*************.com
Virtue Wealth Management & Financial Planning
66124xxxx9 adm**@v*******.com 5 12
LA Wealth Management 1240 Rosecrans Ave #120, Manhattan Beach, CA 90266
31098xxxx2 car*****@l*****************.com 5 6 762 36
Centinela Capital Partners 714 W Olympic Blvd Ste 910, Los Angeles, CA 90015
42425xxxx8 chr*********@c*************.com
Lourd Capital Management 9777 Wilshire Blvd Ste 1018 Beverly Hills, CA 90212 31030xxxx8 6
Merrill Lynch Financial Advisor Miguel D Sanchez 333 S Hope St, Los Angeles, CA 90071
21378xxxx3 ale*********@m*.com
Grant DeVaul - RBC Wealth Management Financial Advisor 1901 Avenue of the Stars Suite 1400, Century City, CA 90067
31078xxxx3 gra**********@r**.com 46 48
Merrill Lynch Wealth Management 2049 Century Park E 11th Floor, Los Angeles, CA 90067
31085xxxx5 ale*********@m*.com 3.7 3
Momentum Investments 10866 Wilshire Blvd, Los Angeles, CA 90024 31023xxxx9 aal****@o**********.com 4.7 37 575 159
Parallax Advisors 633 W 5th St, Los Angeles, CA 90071
21336xxxx3 hom*******@l**.com
Fr Financial 13376 W Washington Blvd, Los Angeles, CA 90066
31082xxxx0 e@f***********.com 5 17
Edelman Financial Engines 21550 W Oxnard St # 810, Woodland Hills, CA 91367
83375xxxx3 2 1 18808 20 20000
EP Wealth Advisors 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
21337xxxx0 ab@e*******.com 4.4 9 1114 33
Stewardship Wealth Management Solutions - Ameriprise Financial 101 Main St Ste 220 Huntington Beach, CA 92648
71437xxxx0 dns*****@a***.com
Accusigma Wealth Management LLC 633 W 5th St, Los Angeles, CA 90071 21322xxxx8
Ameriprise Financial 11835 W Olympic Blvd Ste 735, Los Angeles, CA 90064 31047xxxx1
M3 Investments 2525 W 8th St, Los Angeles, CA 90057
21391xxxx6 inf*@m*****************.com
Northwestern Mutual 1631 Beverly Blvd, Los Angeles, CA 90026
21348xxxx4 a.-***********@n*****************.com 105547 15886
Wealth Management International 1901 Avenue of the Stars, Los Angeles, CA 90067 31044xxxx0
Aspiriant | Los Angeles 11100 Santa Monica Blvd Suite 600, Los Angeles, CA 90025
41537xxxx8 aa@a********.com 3 2 121 14
ACap Advisors & Accountants: Fee-only Fiduciary Wealth Management and Full-service Accounting Firm 12031 Ventura Blvd Suite 1, Studio City, CA 91604
81827xxxx1 aog*******@a*****.com 4.8 26 2019 78
Investments Wise 1715 Westmoreland Blvd Apt 101, Los Angeles, CA 90006 32399xxxx6
Leonard Wealth Managment 417 Beryl St Redondo Beach, CA 90277 31069xxxx0
Payden & Rygel 333 S Grand Ave, Los Angeles, CA 90071
21362xxxx0 aba*****@p*****.com 5 2
Merrill Lynch Private Wealth Advisor Tiffany Yu 2049 Century Park E 11th Floor, Los Angeles, CA 90067
31040xxxx0 ale*********@m*.com
Sage Investment Group 2500 E Foothill Blvd Ste 115 Pasadena, CA 91107
62642xxxx5
Digital Asset Management Los Angeles, CA 90015 62641xxxx1
Chamberlin & Associates 9070 Irvine Center Dr Ste 100 Irvine, CA 92618
94988xxxx0 dat*****************@i****.de 96
JDC Investment Inc 11433 Rochester Ave Apt 100, Los Angeles, CA 90025 31047xxxx8
Citibank 5837 Kanan Rd Agoura Hills, CA 91301
81858xxxx2 abb**********@c***.com 3 6 2.5 15
ICG Advisors 11111 Santa Monica Blvd # 2100, Los Angeles, CA 90025
42427xxxx0 ape********@i**********.com 5 1
Brent Johnson - Vision Wealth 1203 Flynn Rd Ste 250 Camarillo, CA 93012
80538xxxx8 joh*******@v***********.org
Helix Investment Partners 1930 Century Park W, Los Angeles, CA 90067 31078xxxx1
Broadleaf Wealth Management - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31077xxxx0 abc***@u**.com
Evercore Isl 11111 Santa Monica Blvd, Los Angeles, CA 90025
31047xxxx2 a.-*****@e*******.com
Philip Decallejon - Financial Advisor, Ameriprise Financial Services 6701 Center Dr W Ste 700, Los Angeles, CA 90045
31058xxxx0 apr********@a***.com 429 11
Olympic Wealth Advisors - Ameriprise Financial Services, LLC 11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064
31099xxxx6 dns*****@a***.com
Bronco LTD 4300 Via Marisol Unit 715, Los Angeles, CA 90042 62657xxxx0
ITW Group 129 S Lotus Ave Pasadena, CA 91107 62671xxxx2 5 1
Dobrad Corp 970 Moraga Dr, Los Angeles, CA 90049 31047xxxx3
Continental Asset Management 5101 Huntington Dr N, Los Angeles, CA 90032 1.5 2
Public Financial Management 555 W 5th St #3500, Los Angeles, CA 90013
21348xxxx5 all***@p**.com
Hakimi Wealth Management 11835 W Olympic Blvd Los Angeles, CA 90064 31069xxxx6
Arkland Investment 2700 Wilshire Blvd, Los Angeles, CA 90057 21348xxxx1
Merrill Lynch Financial Advisor Evan Pantucci 333 S Hope St Suite 3900, Los Angeles, CA 90071
21323xxxx7 bro*********@m*.com
Darren Edwards - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx6 acm***********@m************.com
Entertainment Wealth Management 3575 Cahuenga Blvd W Suite 251, Los Angeles, CA 90068
32351xxxx9 joh*@e********.com
Merrill Lynch Financial Advisor Amy Shin 333 S Hope St, Los Angeles, CA 90071
21323xxxx3 amy*****@m*.com
Dynamics Capital Group Los Angeles, CA 90049
31047xxxx0 3d@**w.dynamicscapital 4 2
Financial Network Investment 3807 Wilshire Blvd Ste 1040, Los Angeles, CA 90010
21338xxxx7 nah******@c*************.com
Cogent Wealth Management Group - UBS Financial Services Inc. 131 S Rodeo Dr #300, Beverly Hills, CA 90212
31085xxxx8 ale*******@u**.com
Stifel | Ashlock Wealth Management Group 520 Newport Center Dr Ste 1500 Newport Beach, CA 92660
94925xxxx4 ash*****@s*****.com 37 5 2 68 68
First Point Wealth Management 6907 Grasswood Ave Malibu, CA 90265 31045xxxx0
Wealthy Perceptions Funding 18565 Soledad Canyon Rd Ste 263 Santa Clarita, CA 91351
80049xxxx8 con****@w********************.com
Laine Wealth Management 126 Lomita St El Segundo, CA 90245
31056xxxx6 ane***@l********************.com 381
J J & K Investment Inc 3000 W Olympic Blvd, Los Angeles, CA 90006 21373xxxx5 11
Kubler Financial 448 S Hill St #801, Los Angeles, CA 90013 84488xxxx0 jku****@k*******.com
Life Wealth Management 27441 Tourney Rd Ste 240 Santa Clarita, CA 91355 66177xxxx3
Cali RL Investment 11755 Wilshire Blvd, Los Angeles, CA 90025
31082xxxx4 dor**@a*************.com
Wowow Inc 2029 Century Park E, Los Angeles, CA 90067
42428xxxx6
Metlife Financial Services 1458 S San Pedro St Unit 212, Los Angeles, CA 90015
42426xxxx0 a@m******.com 2.1 707 692892 3993
Merrill Lynch Financial Advisor Ahmed Issa 333 S Hope St, Los Angeles, CA 90071
21323xxxx5 a.i***@m*.com
Andrick Financial & Insurance Services 2827 Dumfries Rd, Los Angeles, CA 90064 31047xxxx5
Bebig Inc 10866 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx1 bgg****@p*******.com
Causeway Capital Management 11111 Santa Monica Blvd # 1500, Los Angeles, CA 90025
31023xxxx0 ala*****@c**********.com 5 1
Group of Companies Inc, L&R 220 S Spring St, Los Angeles, CA 90012 21343xxxx0
Century City Wealth Management, LLC 1901 Avenue of the Stars fl 2, Los Angeles, CA 90067
31046xxxx8 ato****@c**************************.com 709 754
Ij Investments and Trade Services 1200 S Hope St Ste 405, Los Angeles, CA 90015 21386xxxx5 anu**@l********.com 6783 3218
Goodstein Wealth Management 15760 Ventura Blvd Ste 1520 Encino, CA 91436
81899xxxx0 3
Budget Capital Corp 1849 Sawtelle Blvd, Los Angeles, CA 90025
31095xxxx2 abi********************@c**********.com
Dan Rothenberg - RBC Wealth Management Financial Advisor 555 Flower St 22nd Floor, Los Angeles, CA 90071
21326xxxx8 wms**********@r**.com 14777 16000
BNY Mellon Wealth Management Los Angeles 2029 Century Park E Suite # 4100, Los Angeles, CA 90067
84454xxxx0 abc@x**.com 4 4
Coastal Private Wealth Management 980 Enchanted Way Ste 204 Simi Valley, CA 93065 2 1
Wednolnah Management Inc 1901 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx0 afe*******@b***************.com 5 5
Tori & Alex-Cetera Investors 605 E Huntington Dr Ste 203 Monrovia, CA 91016
56268xxxx9 abb*******@c**************.com 5 7 266 35
Artist Mss USA Inc International 3525 W 8th St Ste 224, Los Angeles, CA 90005 21336xxxx0
Alan Tarko - Financial Advisor, Ameriprise Financial Services 1999 Avenue Of The Stars Ste 1100, Los Angeles, CA 90067
31027xxxx6 ala*******@a***.com 115 139
Pacific Capital Wealth Management 101 N Westlake Blvd Westlake Village, CA 91362 80537xxxx3
Signature Estate & Investment Advisors, LLC 2121 Avenue of the Stars #1600, Los Angeles, CA 90067
31071xxxx3 ala****@s***.com 4 1
Merrill Lynch Financial Advisor David F Nevell 2049 Century Park E 11th Floor, Los Angeles, CA 90067
31077xxxx2 ale*********@m*.com
Xenon Investment Corp. 845 S Kingsley Dr, Los Angeles, CA 90005 21338xxxx1
Roger Stephens & Dan Rothenberg 555 Flower St 22nd Floor, Los Angeles, CA 90071
21326xxxx3 wms**********@r**.com 11556 12881
Avalon Equities Inc 5210 S Holt Ave, Los Angeles, CA 90056 31092xxxx6
Wells Fargo Advisors 11836 San Vicente Blvd, Los Angeles, CA 90049 31082xxxx1
Coastal Brokerage of Southern California 925 Hooper Ave, Los Angeles, CA 90021 21368xxxx9
Turning Point Financial Life Planning
31085xxxx9 dav*@t*************.com 5 6
Marmar Group 1409 S Beverly Dr, Los Angeles, CA 90035 31027xxxx2 inf*@m**********.com 4.6 7 24
Fischer Investment Strategies 920 Hampshire Rd Ste A2 Westlake Village, CA 91361
20829xxxx0 aus***@f**************************.com 5 1
Deborah Watson-Triggs - State Farm Insurance Agent 1244 Beryl St Redondo Beach, CA 90277
31037xxxx0 ins******@d*********.com 4.9 104 5 19 5 16 601 10 619
East West Bank 1001 Fair Oaks Ave South Pasadena, CA 91030
32368xxxx1 aim******@e***********.com 5 6 4 9
B N C Investment Co 1385 Kelton Ave, Los Angeles, CA 90024 31047xxxx3
Merrill Lynch Financial Advisor David K Mozilo 333 S Hope St, Los Angeles, CA 90071
21378xxxx7 ale*********@m*.com
HCR Wealth Advisors 10866 Wilshire Blvd # 1600, Los Angeles, CA 90024
31047xxxx5 afa****@h********.com 4.2 5 5 29 795 849
Quantum Wealth Management 600 Corporate Pointe Ste 1120 Culver City, CA 90230 31056xxxx4
W F Investment Corporation 1420 N Alta Vista Blvd Suite 122, Los Angeles, CA 90046
31055xxxx6 1fe*************************************@w*****************.com
PRV Wealth Management 714 W Olympic Blvd, Los Angeles, CA 90015
21374xxxx6 inf*@p******************.com
Merrill Lynch Private Wealth Advisor Eric A Gray 2049 Century Park E 11th Floor, Los Angeles, CA 90067
31040xxxx9 ale*********@m*.com
Geisbauer Wealth Management 2655 First St Ste 250 Simi Valley, CA 93065
80555xxxx7 tim@g**************.com 5 7
Nuveen John & Co Inc 1901 Avenue Of The Stars, Los Angeles, CA 90067
31055xxxx2 aar*************@n*****.com 3 2 1643
Wells Fargo Advisors 333 S Grand Ave, Los Angeles, CA 90071
21335xxxx0 ada*********@w*****************.com 5 3 188389 189000
Cirrus Wealth Management 23822 Valencia Blvd Ste 102 Valencia, CA 91355
66125xxxx3 adm**@v*******.com 5 6
Metlife Financial Services 2140 W Olympic Blvd Ste 500, Los Angeles, CA 90006
21336xxxx1 a@m******.com 3.7 6 2.1 707 692892 3993
D'Arcy Wealth Management 387 Magnolia Ave Ste 103-523 Corona, CA 92879
95130xxxx7 dar********@g****.com
Coastline Capital Partners 11901 Santa Monica Blvd, Los Angeles, CA 90025
31045xxxx0 and***@c***************.net
Computax Financial Services Inc 1930 Wilshire Blvd # 1208, Los Angeles, CA 90057 21348xxxx0 4 8
Malik Platts 1199 East Walnut St Pasadena, CA 91106
62635xxxx7 bqu***@t***********.com
First Republic Bank 12070 Ventura Blvd Studio City, CA 91604
81875xxxx7 aac**********@f************.com 4.6 18 4.5 36 89977 249
Merrill Lynch Financial Advisor Michael E Rische 333 S Hope St, Los Angeles, CA 90071
21323xxxx1 bri************@b***.com
E Tp Investments Los Angeles, CA 90071 21340xxxx5
Sam's Real Estate Investors Club 1112 Montana Ave Ste 390 Santa Monica, CA 90403
80099xxxx0 her****@c********.com 4.9 60 5 21 5 12 350 4
City National Bank - Camarillo 1100 Flynn Rd Ste 100 Camarillo, CA 93012
80538xxxx0 ame*************@c**.com 4 8 5 2 4.3 119 5069 102 5880
Wealth Management Financial Advisors 3701 Long Beach Blvd #100, Long Beach, CA 90807
56242xxxx7 bab******@w*****************.com 3.4 12 582752 11 46
Octavia Wealth Advisors 12400 Wilshire Blvd Suite 1440, Los Angeles, CA 90025
31023xxxx2 ale***@o********.com 5 21 311 325
Wealth Management Group 18201 Von Karman Ave Ste 900 Irvine, CA 92612 94975xxxx1
Merrill Lynch Financial Advisor Darius D Hicks 333 S Hope St Suite 3900, Los Angeles, CA 90071
40423xxxx8 ale*********@m*.com
Chase Bank 3978 Barranca Pkwy Irvine, CA 92606
94955xxxx2 acc**********@c****.com 2.8 33 2.5 63 3900774 4168 3701441
EVENTUS ASSET MANAGEMENT 3530 Wilshire Blvd penthouse 1850, Los Angeles, CA 90010
jba*@e*********************.com
Morando Wealth Management - Tremblay Financial 32129 Lindero Canyon Rd Ste 107 Westlake Village, CA 91361
80556xxxx2 617 1 1
Charter Asset Management 633 W 5th St 26th floor, Los Angeles, CA 90071
21333xxxx5 cli************@c*********************.com
Metlife Financial Services 3550 Wilshire Blvd Ste 1777, Los Angeles, CA 90010
71478xxxx0 a.h***@m******.com 5 3 2.2 736 693405 4030
Eyk Investment Inc 3250 Wilshire Blvd Ste 1106, Los Angeles, CA 90010 21338xxxx0
Kristie Liuag - Financial Advisor, Ameriprise Financial Services 6701 Center Dr W Ste 700, Los Angeles, CA 90045
31058xxxx0 apr********@a***.com 427 11
D.A. Davidson & Co.- Los Angeles Branch 624 S Grand Ave Fl 26 Los Angeles, CA 90017
21324xxxx0 abe****@d****.com 2 1 758
Xenon Investments Preperat Ion 238 S Serrano Ave, Los Angeles, CA 90004 21338xxxx8
Scott Litchfield Insurance Acton, CA 93510
66126xxxx9 adm**@b************.com 3.5 3
The Wealth Collective, LLC 360 E 2nd St Floor 8, Los Angeles, CA 90012
31090xxxx3 use*@d*****.com
Los Angeles Capital Management 11150 CA-2 #200, Los Angeles, CA 90025
31047xxxx8 abo*****@l*****.com 5 1
Jeppson Wealth Management 1230 Rosecrans Ave Ste 300 Manhattan Beach, CA 90266
42445xxxx1 ang**@j*************.com 5 12
Martens Roberts & Company 10940 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx5
Bank of the West 587 E Colorado Blvd Pasadena, CA 91101
62656xxxx0 aar******************@b************.com 2.6 17 3 19 11 55386 760 55520
Lindsey And Lindsey Wealth Management 4195 East Thousand Oaks Blvd Suite 125 Westlake Village, CA 91362
80533xxxx0 amp*********@l****************.com 2127 4
Oaktree Capital Management 333 S Grand Ave 28th Floor, Los Angeles, CA 90071
21383xxxx0 inf*@b****************.com
H I G Equity 10880 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx4 abb**********@e***********.com
Stewardship Financial 440 E Huntington Dr Ste 318 Arcadia, CA 91006
88847xxxx4 dme****@s*****.com
Cantor Fitzgerald 1999 Avenue Of The Stars, Los Angeles, CA 90067 31028xxxx0
Goldsmith Agio Helms 1999 Avenue Of The Stars Ste 1250, Los Angeles, CA 90067 31055xxxx1
John Kennedy, CFA 624 S Grand Ave Ste 2600 Los Angeles, CA 90017
31056xxxx5 jke*****@d****.com
Evercore Wealth Management 515 S Figueroa St #1000, Los Angeles, CA 90071 21344xxxx0
Werdin-Ewing 2121 Avenue Of The Stars, Los Angeles, CA 90067 31028xxxx6
Fortress Wealth Management 1148 4th St Santa Monica, CA 90403 31089xxxx2
Serenity Wealth Management 1223 S Roxbury Dr APT 303, Los Angeles, CA 90035
21350xxxx5 ash***@s***********************.com
Michael Chung - RBC Wealth Management Financial Advisor 1901 Avenue of the Stars Suite 1400, Century City, CA 90067
31078xxxx0 wms**********@r**.com 14784 16000
Adore Property Management, Inc. 2355 Westwood Blvd, Los Angeles, CA 90064
31098xxxx3 van**@a******.com
The Fortress Group - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx1 acm***********@m************.com
Midtown Wealth Advisors, Inc. 18411 Crenshaw Blvd #280, Torrance, CA 90504
80067xxxx4 jfu*****@i****.com
R W Funding Corp Los Angeles, CA 90001 32387xxxx5 dxx********@r********.com 5 82
Blue Arch Medical
Miracle Mile Advisors 11300 W Olympic Blvd #800, Los Angeles, CA 90064
31024xxxx3 abu******@m******************.com 4.3 6 31 2
Daily Investment Realty 1100 S San Pedro St, Los Angeles, CA 90015
21374xxxx9 inf*@d**************.com
Fenul Wealth Management LLC 10880 Wilshire Blvd, Los Angeles, CA 90024
88833xxxx6 inf*@f****.com 5 2
Colton Wealth Management 25 E Huntington Dr Arcadia, CA 91006
62670xxxx5 joh*@c*******.com
LPL Financial 1620 S Crest Dr, Los Angeles, CA 90035
31020xxxx0 ali**********@l**.com 19866 200 21135
Cca Acquisition 5670 Wilshire Blvd Ste 1250, Los Angeles, CA 90036 32396xxxx7
Frank P Napolitano FN Wealth Management 541 Wapello St Altadena, CA 91001
95180xxxx0 fn@f*******.net
K.W. Jones Wealth Management - Financial Advisor - Kyle W. Jones, CFP, AAMS, ADPA 10000 Washington Blvd fl 6, Culver City, CA 90232
31025xxxx0 inf*@k************.com 269 269
A & D Capital Funding 6601 Center Dr W, Los Angeles, CA 90045 31034xxxx6 ros*****@c****.com
Met Life 1801 Avenue Of The Stars, Los Angeles, CA 90067
21338xxxx4 a.h***@m******.com 3.7 6 2.1 707 692896 3993
Mam Wealth Management 16501 Ventura Blvd Ste 504 Encino, CA 91436 81878xxxx2
Carissa Schlosser - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx6 acm***********@m************.com
Tasbec Corp 1901 Avenue Of The Stars, Los Angeles, CA 90067 31055xxxx9 aac*****@d************.com 5 5 1577 81
Diverse Financial 15260 Ventura Blvd Ste 730 Sherman Oaks, CA 91403
81832xxxx0
Gateway Mutual Investment Corp Los Angeles, CA 90046 31096xxxx7
Partners Capital Management Inc 606 S Olive St, Los Angeles, CA 90014
21368xxxx0 ala*@p******.com
Wealth Management Partners of Los Angeles, Inc. 15760 Ventura Blvd # 700, Encino, CA 91436
81860xxxx4 inf*@w*******.com 5 54 50 52
Raymond James Financial Services 9595 Wilshire Blvd Ste 300 Beverly Hills, CA 90212
31028xxxx0 aar************@r***********.com 1 2 125
Guiliani Partners Cap Advisors 725 S Figueroa St, Los Angeles, CA 90017
21362xxxx6 aad***@c**.com
Blaylock Robert Van 865 S Figueroa St, Los Angeles, CA 90017 21362xxxx0
Northwestern Mutual - David Katz III 515 Flower St, Los Angeles, CA 90071
21324xxxx4 dav**********@n*.com 88 2 87
RBC Wealth Management Branch - Los Angeles 555 S Flower St 22nd Fl, Los Angeles, CA 90071
21326xxxx3 wms**********@r**.com 11827 13175
Capital Group 400 S Hope St Ste 2400, Los Angeles, CA 90071
21343xxxx5 aar*@c*******.com 3.5 11 166192 177188
Jim Bullard - RBC Wealth Management Financial Advisor 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212
31020xxxx8 wms**********@r**.com 11192 12504
U.S. Bancorp Investments - Financial Advisors: Los Angeles 710 W Olympic Blvd, Los Angeles, CA 90015
21376xxxx9 aar************@u*****.com 345251 5475 348000
Virgil Investments 3376 W 1st St, Los Angeles, CA 90004 21373xxxx5
Merrill Lynch Wealth Management 2049 Century Park E Suite 1100, Los Angeles, CA 90067
31085xxxx0 aas***********@m*.com
Arete Wealth Management 20750 Ventura Blvd Ste 202 Woodland Hills, CA 91364
81888xxxx0 adr*************@a**********.com
RBC Dain Rauscher 1901 Avenue Of The Stars Ste 1400, Los Angeles, CA 90067 31078xxxx0
Merrill Lynch Financial Advisor Asiyat Khuranova 333 S Hope St 39th Floor, Los Angeles, CA 90071
21378xxxx6 bri************@b***.com
Castle Wealth Advisors, LLC 1168 S Barrington Ave #502, Los Angeles, CA 90049
42420xxxx7 car****@c*******************.net
Lha Inc 2121 Avenue Of The Stars, Los Angeles, CA 90067
31069xxxx0 afi****@l***.com 4.8 123
LM Orchid Investments 1770 Orchid Ave, Los Angeles, CA 90028 32346xxxx4 hol*************@a**.com 2.9 674
Charles Schwab 16000 Ventura Blvd # 1105, Encino, CA 91436 81897xxxx0 3.8 4
Global Networking Group 1875 Century Park E Ste 700, Los Angeles, CA 90067 32340xxxx5
Merrill Lynch Financial Advisor Marc E Berman 333 S Hope St, Los Angeles, CA 90071
21323xxxx9 ale*********@m*.com
Private Bank, Bank of America 333 S Hope St, Los Angeles, CA 90071
31078xxxx7
Sean Mccoy Weaver- New York Life 801 N. Brand Blvd Fl 14 Glendale, CA 91203
93736xxxx4 a.-*****************@n**********.com 18
World Financial Group 7470 N Figueroa St, Los Angeles, CA 90041
32325xxxx4 con****************@t***********.com 81066 2029 83612
Virtue Wealth Management Stevenson Ranch, CA 91381
66124xxxx9 adm**@v*******.com 5 6
One Wealth Management 8383 Wilshire Blvd Ste 212 Beverly Hills, CA 90211
31089xxxx6 ami*@o************.com 5 15 342 86
Clippinger Investment 627 N Larchmont Blvd, Los Angeles, CA 90004
94936xxxx6 inf*@c******.com
Joseph M Bates
Genter Capital Management 11601 Wilshire Boulevard Twenty Fifth Floor, Los Angeles, CA 90025
31047xxxx3 bel*****@g********.com 5 1 5 19 162 1 179
First Security Investor Services 10877 Wilshire Blvd, Los Angeles, CA 90024 80022xxxx2 dj@f*****************.com 2.5 4
OCM Investments LLC 333 S Grand Ave # 28, Los Angeles, CA 90071
21383xxxx0 3d@o*************.com 4 5 5309 6400
Raymond James 350 S Grand Ave #3320, Los Angeles, CA 90071
21334xxxx0 aar************@r***********.com 17474 18000
NettWorth Financial Group 696 E Colorado Blvd Ste 300 Pasadena, CA 91101
62639xxxx3 aro***@n********.net
Kinetic Financial 633 W 5th St #1050, Los Angeles, CA 90071
80071xxxx8 aar**@k***************.com 4.2 5 4.8 12 182 3 220
Paladin Investment Banking 500 S Grand Ave, Los Angeles, CA 90071 21336xxxx6
Henderson Wealth Management 840 Apollo St Ste 100 El Segundo, CA 90245
31049xxxx5 bre**@h****.com
City National Bank - Universal City 4605 Lankershim Blvd Ste 100 North Hollywood, CA 91602
81848xxxx0 ame*************@c**.com 3.9 8 2.5 3 4.4 134 5160 114 5985
Wealth Management International. Marina Del Rey, CA 90292 31030xxxx3
Mellon Private Wealth Management 1800 Avenue Of The Stars Los Angeles, CA 90067
31028xxxx2 jen***********@b********.com 4 4
JMJ Wealth Management 3435 Wilshire Blvd Ste 300 Los Angeles, CA 90010 21338xxxx2
Jason Lee 555 Anton Blvd Ste 150 Costa Mesa, CA 92626
80036xxxx1 jlc****************@w**********.com
Iribe Investments 121 S Avenue 55, Los Angeles, CA 90042 32325xxxx1
Woodbridge Wealth 14140 Ventura Blvd Ste 302 Los Angeles, CA 91423 86694xxxx1 3.3 7 1 1
Spectrum Group 10900 Wilshire Blvd, Los Angeles, CA 90024
31020xxxx9 aad****@t*******.com 3.8 8
Wells Fargo Advisors 245 N Larchmont Blvd, Los Angeles, CA 90004 31055xxxx1
Westside Retirement & Financial Services Topanga, CA 90290
94951xxxx3 gqi**@d*******.com 5 7
City National Bank - Sherman Oaks 15260 Ventura Blvd Fl 16 Sherman Oaks, CA 91403
81838xxxx0 ame*************@c**.com 3 12 4.4 134 5160 114 5985
White & Kramer Group - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx5
Wealth Enhancement Group 12121 Wilshire Blvd, Los Angeles, CA 90025
31077xxxx0 aba****@w****************.com
Roger Stephens & Dan Rothenberg 555 S Flower St 22nd Fl, Los Angeles, CA 90071
21326xxxx3 wms**********@r**.com 11442 12762
Dane Abbott - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31077xxxx9 ade********@u**.com 5.01
Markland Wealth Management 1230 Rosecrans Ave Ste 610 Manhattan Beach, CA 90266
31064xxxx0 cat**@m*************.com
Entreprise Latifi Inc 550 South Hill Street International Jewerly Centre, Los Angeles, CA 90013
21327xxxx2 ser*****@l**********.com
Alliance Investment Group 811 Wilshire Blvd, Los Angeles, CA 90017 31041xxxx5 1 1
Richard A. Downer - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx0 acm***********@m************.com 5 1
Ball & Company Wealth Management 1000 Newbury Rd Ste 205 Thousand Oaks, CA 91320
80537xxxx9 inf*@b*************.com
JC Realty & Investment Co 3660 Wilshire Blvd, Los Angeles, CA 90010 21335xxxx0 dd0*****************************@s*****.wixpress 3.4 11
David Haehnel - RBC Wealth Management Financial Advisor 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212
31020xxxx6 rbc*********@r**.com 11545 12869
Summit Wealth Management (Member of WestPac Wealth Partners - Los Angeles) 3435 Wilshire Blvd UNIT 1101, Los Angeles, CA 90010
94933xxxx9 aar**********@t*****.com
Williams & Novak Wealth Management 70 S Lake Ave Ste 700 Pasadena, CA 91101
81862xxxx8 dcn*******@g****.com
Hilpan Moxie Wealth Management Irvine, CA
94955xxxx2
Independent Capital Management - A Beverly Hills Financial Advisor Firm 6100 Wilshire Blvd #330, Beverly Hills, CA 90212
80060xxxx0 a.a@i***********.com 13533
Cerity Partners 601 S Figueroa St #2000, Los Angeles, CA 90017
21362xxxx0 aad***@c*************.com 5 1
Amalfi Capital Group 11100 Santa Monica Blvd Ste 1500, Los Angeles, CA 90025
31099xxxx0 aar*@c*******.com 13 165787 176566
Old West Investment Management 601 S Figueroa St, Los Angeles, CA 90017
21394xxxx0 bla**@o********.com
AFFLUENCER FINANCIAL ADVISORS 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
31073xxxx0 c18*****************************@s*****.wixpress 5 10
Bank of America Private Client Advisor Shane A Hall 333 S Hope St Suite 2300, Los Angeles, CA 90071
21386xxxx4
Augustine Choi - Platinum Financial Services Advisor, Ameriprise Financial Services 11845 W Olympic Blvd Ste 980W, Los Angeles, CA 90064
31069xxxx6 aug*************@a***.com 69
City National Bank - West Los Angeles 11500 W Olympic Blvd Los Angeles, CA 90064
31044xxxx0 ame*************@c**.com 3.5 21 2.5 8 4.4 134 5160 114 5985
Walker Wealth 623 N Harbor Blvd Fullerton, CA 92832
71444xxxx0 cra**@w***********.com 88
Accusigma Wealth Management 633 W 5th St Fl 9 Los Angeles, CA 90071 21322xxxx8
Klara Dykastova - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx7 acm***********@m************.com
LA Member Choice Wealth Management 716 W 1st St, Los Angeles, CA 90012 81845xxxx0
Duesenberg Investements 10914 Kinross Ave, Los Angeles, CA 90024 31020xxxx0
Much Wealth Management, Inc. 2716 Ocean Park Blvd #2009, Santa Monica, CA 90405
31046xxxx9 dmu**@m*******************.com 5
Tavilian Investments 860 S Los Angeles St, Los Angeles, CA 90014 21389xxxx7 aba*******@g****.com 4.3 101 4.5 175 5449 7827
Raymond James 444 Flower St #3870, Los Angeles, CA 90071
21332xxxx9 aar************@r***********.com 5 1 17479 18000
Plethora Group 1925 Century Park E Ste 750, Los Angeles, CA 90067 31020xxxx9
City National Bank - Los Angeles - Bunker Hill 350 S Grand Ave Ste 100 Los Angeles, CA 90071
21325xxxx0 ame*************@c**.com 5 3 1 1 4.3 119 5069 102 5880
Brighton Capital Ltd 1888 Century Park E, Los Angeles, CA 90067
31027xxxx5 jef******@b**********.com
LPL Financial Services 12803 Venice Blvd, Los Angeles, CA 90066
31039xxxx1 aar*********@l**.com 4.7 31 1 19688 163 21122
Merrill Lynch Financial Advisor Elizabeth Serebrisky 333 S Hope St, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Ak Capital Investment Inc 1300 W Olympic Blvd, Los Angeles, CA 90015 21325xxxx0
210 US Trading Corp 2500 S Main St, Los Angeles, CA 90007 21374xxxx0
Platinum Trust Group
70237xxxx5 bru**@p*****************.com 5 5
Silicon Beach Wealth Management 4551 Glencoe Ave UNIT 215, Marina Del Rey, CA 90292
31094xxxx6 axx**@s*****************.com
Citibank 4375 Glencoe Ave Marina Del Rey, CA 90292
42450xxxx3 abb**********@c***.com 3.2 20 2 22
DeLarme Wealth Management, Inc. 2550 Vía Tejon # 3A, Palos Verdes Estates, CA 90274
42425xxxx5 je**@d********.com 50
Palm Investment Group 1925 Century Park E, Los Angeles, CA 90067 31020xxxx4
Lexington Financial Management 9350 Wilshire Blvd, Beverly Hills, CA 90212 31028xxxx0
Wealth Management Solutions 25 Rolling Oaks Dr Thousand Oaks, CA 91361 80537xxxx1
The Lama Wealth Management Group - Morgan Stanley 9665 Wilshire Blvd #600, Beverly Hills, CA 90212
31028xxxx0 acm***********@m************.com
Warren Street Wealth Advisors 18575 Jamboree Rd Ste 600 Irvine, CA 92612
17148xxxxx0 bla**@w*****************.com 5 7 5 16
U.S. Bancorp Investments - Financial Advisors: Brian Salguero 633 W 5th St, Los Angeles, CA 90071
21376xxxx9 aar************@u*****.com 349 337824 3447 339133
Sclafani Wealth Advisors 3239 N Verdugo Rd Glendale, CA 91208
81824xxxx5 gra***********@c*******.com 4
Mesa Wealth Management 20301 Ventura Blvd Ste 212 Woodland Hills, CA 91364 81888xxxx2
Cedar Investment Corp 1964 Westwood Blvd Ste 110, Los Angeles, CA 90025 31047xxxx0
Mission Wealth - Los Angeles 2029 Century Park E suite 400 n, Los Angeles, CA 90067
31093xxxx7 ach****@m************.com
PACE Finance Corporation 1055 Wilshire Blvd Ste 900B Los Angeles, CA 90017
21335xxxx0 5 3 1 1
Star of the Sea Wealth Management 201 E Sandpointe Ste 460 South Coast Metro, CA 92707
31035xxxx2 bus*****************@t**************.com
Development Corp for Israel 1950 Sawtelle Blvd, Los Angeles, CA 90025 31047xxxx1
Mohammed Adel Barakat - Financial Advisor, Ameriprise Financial Services, LLC 940 E 2nd St Ste 34, Los Angeles, CA 90012
21374xxxx4 cal*******@a***.com 5 1
Los Angeles, CA Private Wealth Management - UBS Financial Services Inc. 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067
88884xxxx1 5 1
Wealth Management Solutions 4000 MacArthur Blvd Ste 600 East Tower Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 54 4
Ascent Investment Management Co LLC 555 W 5th St #3000, Los Angeles, CA 90013 21362xxxx0
The New Economy Fund 333 S Hope St, Los Angeles, CA 90071 21348xxxx0
Teller Springs Wealth Management 28351 Agoura Rd Agoura Hills, CA 91301
81870xxxx9
City National Bank 16133 Ventura Blvd Encino, CA 91436
81890xxxx0 ame*************@c**.com 3.9 7 2.5 14 4.4 134 5160 114 5985
Merrill Lynch Financial Advisor Christian Najera 333 S Hope St, Los Angeles, CA 90071
21323xxxx6 bri************@b***.com
Law Enforcement Group 6345 Balboa Blvd Bldg IV, Ste 290 Encino, CA 91316
81843xxxx6 joh******@l******************.com
Stifel | Joshua M. Glass 2121 Avenue Of The Stars Ste 2100 Los Angeles, CA 90067
31020xxxx9 jgl***@s*****.com 3969
Trapani Calvert Wealth Management & Insurance Services 515 S Flower St Floor 11, Los Angeles, CA 90071
21324xxxx7 ale***********@n*.com 180
Jeereddi Partners 6430 W Sunset Blvd Ste 1575, Los Angeles, CA 90028
32346xxxx0 inf*@j*******.com
Wetherby Asset Management 1801 Century Park E #2500, Los Angeles, CA 90067
21385xxxx0 aar**@w*******.com
Mariposa Capital Management, LLC 600 Wilshire Blvd Ste 500, Los Angeles, CA 90017
32339xxxx0 and************@m**********.com
The Monaco Garfin Group at J.P. Morgan Securities 2029 Century Park E Ste 3700 Los Angeles, CA 90067
41531xxxx3 aam***********@j*******.com 1 1 85652
Araon Investment Group 3540 Wilshire Blvd, Los Angeles, CA 90010
21390xxxx1 act****************@y****.com 3466 33
Inspired Financial 5011 Argosy Ave Ste 7 Huntington Beach, CA 92649
71497xxxx3 cla***@i****************.biz 5 3
Foundry: Financial Advisor in Los Angeles 2919 Acresite St, Los Angeles, CA 90039
21326xxxx4 kev**@f***************.org 5 4
Paulson Investment Co Inc Los Angeles, CA 90067 31027xxxx6
Rachel Delauro - Market Leader 300 S Grand Ave, Los Angeles, CA 90071
21397xxxx7 aar******************@b************.com 55395 907 55521
Kim Seng Wan 1031 S Broadway Ste 301, Los Angeles, CA 90015 21374xxxx5
Round One Investments 1040 N Las Palmas Ave, Los Angeles, CA 90038 31038xxxx0 n@h***************.com
Fitger & Co 1801 Century Park E, Los Angeles, CA 90067 31022xxxx5
Seranobi Investment Company 714 S Serrano Ave, Los Angeles, CA 90005 21338xxxx4 7
Assetplus Investment Management 3680 Wilshire Blvd Ste 103, Los Angeles, CA 90010 21338xxxx8
Perennial Financial Services, LLC 11620 Wilshire Blvd #400, Los Angeles, CA 90025
31044xxxx4 abn**@p**********.com 5 1
The Garcia Wealth Management Group - UBS Financial Services Inc. 515 Flower St #5000, Los Angeles, CA 90071
21397xxxx1 abc***@u**.com
Anastasia Nikolaou - Financial Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx6 ana***************@a***.com 174
Summit Wealth Management 9465 Wilshire Blvd Beverly Hills, CA 90212 31024xxxx0
Empirical Wealth Management 11150 W Olympic Blvd #1180, Los Angeles, CA 90064
42442xxxx7 aba****@e********.net 2573 2500
DAS Wealth Management Group of Wells Fargo Advisors 1999 Avenue of the Stars, Los Angeles, CA 90067
31055xxxx2 188275 189000
New River Investments Inc 633 W 5th St, Los Angeles, CA 90071
95433xxxx3 alb****@n******************.com
Treitman Cohen Ayers Wealth Management 10250 Constellation Blvd #850, Los Angeles, CA 90067
42430xxxx2
Dtla Investments 1340 E 6th St, Los Angeles, CA 90021
21362xxxx0 ant****@f********.com
PRV Wealth Management 714 W Olympic Blvd Ste 450, Los Angeles, CA 90015
21374xxxx6 inf*@p******************.com
R.W. Selby & Company, Inc. 11661 San Vicente Blvd Ste 510, Los Angeles, CA 90049
31082xxxx1 acq*********@r******.com
Cindy Havenhill Wealth & Risk Managment 14241 E Firestone Blvd Ste 400 La Mirada, CA 90638
71480xxxx3 cin**@c*************.com 25
U.S. Bancorp Investments - Financial Advisors: Los Angeles 633 W 5th St Fl 1, Los Angeles, CA 90071
21361xxxx8 aar************@u*****.com 346 339921 3784 342256
Bjurman Barry & Associates 2049 Century Park E, Los Angeles, CA 90067 31040xxxx5
Aldrich Wealth Management Group 912 N Hollywood Way UNIT D, Burbank, CA 91505
81876xxxx0 dan@a************.com
Goldman Sachs Personal Financial Management 10100 Santa Monica Blvd Suite 2600, Los Angeles, CA 90067
81837xxxx7 gsp********@g*.com 10430
Kevin Salveson 200 E Del Mar Ste 123 Wells Fargo Advisors Claremont, CA 91711
62640xxxx6 a.g*******@w*********.com 154765
Kirsch Wealth Management 24013 Ventura Blvd Calabasas, CA 91302 81822xxxx0
Gabriel Rennie 5101 Sophia Ave Encino, CA 91436
81899xxxx6 ren***@r************.com
United Wealth Management 2660 Townsgate Rd Ste 450 Westlake Village, CA 91361 81883xxxx0 5 1
Kim Crane - Morgan Stanley 444 Flower St 34th Fl, Los Angeles, CA 90071
21348xxxx9 acm***********@m************.com
Wealth Management 610 Newport Center Dr Ste 280 Newport Beach, CA 92660 94972xxxx0
Golden Oak Wealth Management 950 County Square Dr Ste 106 Ventura, CA 93003
80576xxxx1 tel***@g**********.com
LA Wealth Management 21255 Burbank Blvd Woodland Hills, CA 91367
42445xxxx5 car*****@l*****************.com 5 4 5 3 762 36
Chatterton & Associates The Wealth Management Team 3061 E La Palma Ave Anaheim, CA 92806
71457xxxx0 apr**@c************.com 1 2
Charles Schwab 1900 Avenue of the Stars Ste 101, Los Angeles, CA 90067
31071xxxx0 nam*@e******.com 3.5 10
Triton Pacific Capital Partners 6701 Center Dr W Fl 14, Los Angeles, CA 90045
31094xxxx0 abr******@t************.com
Carolyn Hemann & Associates-Ameriprise Financial Service Inc 11835 W Olympic Blvd, Los Angeles, CA 90064
31047xxxx0 ame******************@a***.com 38 132369 134661
Avitas Wealth Management 1901 Avenue of the Stars #1901, Los Angeles, CA 90067
42437xxxx0 ami*@a***********.com
Zacoi Enterprises Los Angeles, CA 90046 31085xxxx5
Primary Wealth Management 21900 Burbank Blvd Fl 3 Woodland Hills, CA 91367 81899xxxx1
SageView Advisory Group 4000 MacArthur Blvd Ste 1050 Newport Beach, CA 92660
80081xxxx2 ach**@s***************.com 4 4 144 6
Ito Narumi Taira Investment Co 200 S San Pedro St, Los Angeles, CA 90012 21362xxxx4
Warren & Associates Investment Corp 673 S Orange Dr, Los Angeles, CA 90036 32396xxxx8
Wells Fargo Advisors 6301 Wilshire Blvd, Los Angeles, CA 90048 32330xxxx0
Shawn Patt - RBC Wealth Management Financial Advisor 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212
31020xxxx3 rbc*********@r**.com 12395 14000
Sunny Investments Brokerage Firm 8939 S Sepulveda Blvd, Los Angeles, CA 90045
31067xxxx0 a.j*********@e**********.com 83511 92137
The Warren Group Wealth Management, Inc. 31365 Oak Crest Dr Ste 225 Westlake Village, CA 91361
81881xxxx1 bet******************@w****************.com 5 2 5 9
Wealthsights Financial 1601 Vine St, Los Angeles, CA 90028
32330xxxx2 con****@s*********.com
Enlightened Wealth Management 520 Broadway Fl 2 Santa Monica, CA 90401 31097xxxx3
Cranston Securities Co 10000 Santa Monica Blvd, Los Angeles, CA 90067
31020xxxx4 chp******@c**************.com 3.4 83 1493 2844
LPL Financial 714 W Olympic Blvd, Los Angeles, CA 90015
21374xxxx6 aar*********@l**.com 20101 232 21000
Tandem Oil Co. 11726 San Vicente Blvd, Los Angeles, CA 90049 31047xxxx9
Pointwealth Capital Management 16130 Ventura Blvd Suite 670, Encino, CA 91436
81839xxxx9 san***@p************.com 60
Mutual of Omaha® Advisors - Southern California 10880 Wilshire Blvd Ste 2222, Los Angeles, CA 90024
31026xxxx5 ala*********@m************.com 5 2 4.6 14 116
Western Level Advisors LLC
41559xxxx4 hel**@w***********.com
Charles Schwab 1330 Fullerton Rd Ste 112 Rowland Heights, CA 91748
62681xxxx1 app*******************@s*****.com 4 8 4 6
Atlas Wealth Management Group 2372 Morse Ave Irvine, CA 92614 88847xxxx5
7Summit Advisors, LLC 6080 Center Dr # 600, Los Angeles, CA 90045
31068xxxx0 jan***@7**************.com
Nta Investment Inc 427 E 9th St, Los Angeles, CA 90015 21362xxxx9
Cohen Marilyn 1049 Shary Cir, Los Angeles, CA 90025 31044xxxx2
USA Asset Management 633 W 5th St #2600, Los Angeles, CA 90071 88887xxxx8
Bixby Kelly W Los Angeles, CA 90067 31078xxxx0 aar********@m*******.com
Aligne Wealth Advisors Investment Management 1801 Century Park E Suite 1440, Los Angeles, CA 90067
31079xxxx2 ann**********@a***********.com 1306 17 1300
Stulberg Wealth Management - Ameriprise Financial Services, LLC 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx1 dan*************@a***.com
David Rae, Certified Financial Planner, Tax Planning Financial Advisor 529 N Kilkea Dr, West Hollywood, CA 90048
32390xxxx0 dav******@f*****************.com 5 19
UBS Financial Services Inc. 515 Flower St #5000, Los Angeles, CA 90071
21397xxxx1 aar*******@u**.com
Chad Weber - TIAA Wealth Management Advisor 1801 Century Park E Suite 800, Los Angeles, CA 90067
80086xxxx6 ama******@t***.org
Merrill Lynch Wealth Management 333 S Hope St, Los Angeles, CA 90071
21362xxxx0 bro*********@m*.com
Collaborative Tax Partners 8885 Haven Ave Ste 170 Rancho Cucamonga, CA 91730
87763xxxx7
KNR Wealth Management 28202 Cabot Rd Ste 445 Laguna Niguel, CA 92677
19492xxxxx0 aud***@k*****************.com 5 3 5 11 5 21 377
Whalen Financial Planning 13101 Washington Blvd #237, Los Angeles, CA 90066
42425xxxx8 e50*************************************@w*****************.com
RPA Wealth Management 419 Yale Ave Claremont, CA 91711
90929xxxx7 bpa****@r********.com 5 12
City National Bank - Burbank 3500 W Olive Ave Burbank, CA 91505
81823xxxx0 ame*************@c**.com 3.4 5 3 6 4.4 134 5160 114 5985
Martin Wealth Management 5020 Campus Dr Newport Beach, CA 92660 94985xxxx1
Rubio Gabriel 1545 Gordon St, Los Angeles, CA 90028 32346xxxx0
Old West Investment Mgmt Los Angeles, CA 90071 21348xxxx0
Raymond James Financial Services 3435 Wilshire Blvd #1100, Los Angeles, CA 90010
21336xxxx3 aar************@r***********.com 17187
Aga Investments 1110 S Robertson Blvd Ste 3, Los Angeles, CA 90035 31027xxxx3
Apex Wealth Management Group 300 E Esplanade Dr Ste 1720 Oxnard, CA 93036 80548xxxx5
Comprehensive Financial Services 6255 Sunset Blvd #1150, Los Angeles, CA 90028 32346xxxx0
Ken Robbins, Crowell, Weedon & Co. 624 S Grand Ave, Los Angeles, CA 90017 21362xxxx0 5 1
Charles Schwab 2020 Main St Ste 160 Irvine, CA 92614
94995xxxx9 app*******************@s*****.com 4.8 5 3 16
Renewable Resources Group 113 S La Brea Ave, Los Angeles, CA 90036
32393xxxx3 agr****@r*************.com
The Geller Financial Group - UBS Financial Services Inc. 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067
31077xxxx1 abc***@u**.com
Bank of America Financial Center 15314 W Sunset Blvd Pacific Palisades, CA 90272
31057xxxx4 ban**********@e****.bankofamerica 3.1 14 2.5 17 1 2849982 2800381
Weinberger Asset Management 11661 San Vicente Blvd # 820, Los Angeles, CA 90049
31044xxxx2 ale*@w*******.com
Del Rey Capital Management 3415 S Sepulveda Blvd Fl 11 Los Angeles, CA 90034
31031xxxx1 sup****@d********.com
Economics & Family 6300 Canoga Ave Ste 1100 Woodland Hills, CA 91367
80022xxxx9 inf*@e*****************.com 4.5 15 3 2