| Merrill Lynch Financial Advisor Barry J. Williams |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51020xxxx2 |
ari*********@m*.com |
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| Matthews Financial & insurance Solutions |
2100 Embarcadero E #105, Oakland, CA 94606 |
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51022xxxx8 |
inf*@m***.biz |
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31 |
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524 |
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| Infinity Financial Services |
212 9th St STE 202, Oakland, CA 94607 |
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51058xxxx0 |
bmo*****@c**.net |
2 |
3 |
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| Communitas Financial Planning |
1904 Franklin St UNIT 409, Oakland, CA 94612 |
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41533xxxx6 |
bil****@x****.com |
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| Merrill Lynch Financial Advisor Gilbert Orozco |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51026xxxx0 |
ale*********@m*.com |
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| Mindful Money |
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51084xxxx2 |
myt***@m******.money |
5 |
1 |
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9740 |
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9700 |
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| Keith Larkin, Robertson Stephens |
455 Market St #1600, San Francisco, CA 94105 |
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41550xxxx0 |
abl**@r********.com |
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995 |
8 |
1000 |
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| HIGHRESIN |
1585 Franklin St, Oakland, CA 94612 |
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51054xxxx0 |
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| Shams Deitrick - Morgan Stanley Financial Advisor |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx6 |
acm***********@m************.com |
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| Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Kaiser Plaza Ste 455, Oakland, CA 94612 |
|
51089xxxx0 |
bak*******@a***.com |
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| Merrill Lynch Financial Advisor Buzz Brown |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51020xxxx9 |
ban********************@m*.com |
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| Global Investment Co |
300 Frank H. Ogawa Plaza STE 253, Oakland, CA 94612 |
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51083xxxx3 |
cat**@g************************.com |
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1 |
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| Babylon Wealth Management |
100 Pine St #1250, San Francisco, CA 94111 |
|
41585xxxx1 |
sto***@b************.com |
5 |
8 |
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173 |
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| Ares Management Corporation |
1901 Harrison Street Suite1100, Oakland, CA 94612 |
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a@a*******.com |
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| Merrill Lynch Financial Advisor John Kelson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51020xxxx9 |
ban********************@m*.com |
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| Focused Finances, LLC |
1300 Clay St, Oakland, CA 94612 |
|
87774xxxx4 |
ji**@f**************.com |
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256 |
2 |
261 |
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| Sean Mckenna - Morgan Stanley |
1999 Harrison St, Oakland, Ca 94612 |
|
51089xxxx2 |
int**********@m************.com |
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| The Entrust Group |
555 12th St Suite 900, Oakland, CA 94607 |
|
80039xxxx3 |
aba****@t**************.com |
3.2 |
47 |
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| Strategy Squad |
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88865xxxx3 |
dia***********@s************.com |
5 |
2 |
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5 |
13 |
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141 |
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| EntreFolio Wealth Management |
344 20th St, Oakland, CA 94612 |
|
41591xxxx2 |
inf*@e*********.com |
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235 |
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| Wilkinson Wealth Management |
300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612 |
|
51062xxxx0 |
bri****@s*************.com |
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5 |
5 |
106 |
3 |
158 |
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| In Touch Financial Services LLC |
6465 San Pablo Ave # 1-1, Oakland, CA 94608 |
|
51065xxxx8 |
our****@i***********************.com |
5 |
6 |
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81 |
7 |
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| Merrill Lynch Financial Advisor Ryan J Amador |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51026xxxx1 |
ari*********@m*.com |
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| The McKenna Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
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| David Whalen - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
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| We Heart Finance |
1624 Franklin St #1015, Oakland, CA 94612 |
|
51027xxxx5 |
cfu@w*************.com |
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159 |
18 |
154 |
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| Jeff L Breininger - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
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| Ella Financial Advising LLC |
5237 College Ave, Oakland, CA 94618 |
|
51032xxxx7 |
ell*@e********************.com |
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5 |
7 |
64 |
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72 |
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| Turnstone Associates |
4200 Park Blvd #521, Oakland, CA 94602 |
|
51042xxxx0 |
joh*@t*******************.com |
4.3 |
6 |
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| Granite Capital Management |
5707 Redwood Rd # 3, Oakland, CA 94619 |
|
51033xxxx0 |
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| Merrill Lynch Financial Advisor Patrick O Oswald |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx7 |
ari*********@m*.com |
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| First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA |
235 Wildwood Ave, Piedmont, CA 94610 |
|
51060xxxx5 |
ew@f********************.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Elizabeth Payton Thomas |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Michael R Oster |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
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| Merrill Lynch Financial Advisor Luis Almendarez |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx5 |
ari*********@m*.com |
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| Jake Cleary - BancWest Investment Services Financial Advisor |
2023 Mountain Blvd, Oakland, CA 94611 |
|
51056xxxx3 |
aab****@b************.com |
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3 |
1062 |
98489 |
1600 |
99000 |
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| Hoodoo Financial |
201 13th St #28104, Oakland, CA 94604 |
|
51047xxxx6 |
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| Adam J Messinger |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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| Financially Healthy |
1999 Harrison St #1800, Oakland, CA 94612 |
|
51049xxxx7 |
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| Donna Andrews - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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| EP Wealth Advisors |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51069xxxx0 |
ab@e*******.com |
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| Hannah Wealth Management |
675 Hegenberger Rd # 223, Oakland, CA 94621 |
|
51020xxxx1 |
gha****@r********************.com |
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| Siebert Brandford Shank & Co |
Lake Merritt Plaza, 1999 Harrison St, Oakland, CA 94612 |
|
51064xxxx5 |
ach****@s**************.com |
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| Broadway Wealth Management Of LPL Financial |
505 14th Street Suite 900, 928, 929, 930, 931 & 937, Oakland, CA 94612 |
|
51090xxxx0 |
aar********@l**.com |
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3 |
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11 |
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| Defined Financial Planning, LLC |
2413 Webb Ave Suite B, Alameda, CA 94501 |
|
51020xxxx5 |
ser****@d**************.com |
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127 |
2 |
138 |
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| Merrill Lynch Financial Advisor Blake M Welpton |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx2 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Paul D Low |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx6 |
ban********************@m*.com |
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| EntreFolio Wealth Management |
344 20th St, Oakland, CA 94611 |
|
41591xxxx2 |
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5 |
7 |
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| Merrill Lynch Financial Advisor Russell Conboy |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx1 |
ari*********@m*.com |
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| Morgan Stanley Financial Advisors |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
5 |
1 |
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| Falcon Bridge Capital LLC |
1999 Harrison St #1575, Oakland, CA 94612 |
|
92528xxxx1 |
ali****@f******************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Dayana Medevsky |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
41523xxxx4 |
bro*********@m*.com |
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| Michael J Peri - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx3 |
acm***********@m************.com |
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| Money Management International |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51063xxxx7 |
ada********@m**************.org |
4.7 |
13 |
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| Bcn Financial Inc |
3215 Encinal Ave # L, Alameda, CA 94501 |
|
51076xxxx8 |
|
3 |
2 |
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| Merrill Lynch Financial Advisor Megan Thompson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
92594xxxx1 |
ari*********@m*.com |
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| Tiffany Groode Financial |
1939 Harrison St Suite 908, Oakland, CA 94612 |
|
51096xxxx6 |
|
5 |
8 |
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| The Buena Vista Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ |
1050 Marina Village Parkway, Suite 100, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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85273 |
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| Sasser Investment Management |
436 14th St UNIT 805, Oakland, CA 94612 |
|
51083xxxx0 |
bra*@s****************.com |
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| Christopher Ransom Investments LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
51034xxxx4 |
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| Enso Wealth Management |
89 Davis Rd # 160, Orinda, CA 94563 |
|
92595xxxx2 |
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| Oakland Operation Hope Center |
3062 E 9th St, Oakland, CA 94601 |
|
51053xxxx0 |
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4.7 |
3 |
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| Blaylock Beal Van, LLC |
350 Frank H. Ogawa Plaza 10th floor, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
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| Jonathan Lew - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
acm***********@m************.com |
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| Global Investment Co Inc |
211 10th St, Oakland, CA 94607 |
|
51083xxxx0 |
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| Deyoe Wealth Management |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51084xxxx2 |
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| Mansell Capital Management |
1545 Verdi St Suite #A, Alameda, CA 94501 |
|
51069xxxx3 |
tma*****@m*************.com |
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| Stephanie E Green - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx9 |
acc**********@m************.com |
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| The Corvus Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acc**********@m************.com |
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| FV Asset Management Inc. |
6114 La Salle Ave #710, Oakland, CA 94611 |
|
65099xxxx9 |
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| Marin Wealth Advisors LLC Oakland |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51021xxxx0 |
inf*@m******************.com |
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| Elmwood Wealth Management |
2027 Fourth St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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| Thrive Wealth Management - Ameriprise Financial Services, LLC |
1 Kaiser Plaza #455, Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
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| TrigoFi | Wealth Management |
1900 Powell St Suite 600 & 700, Emeryville, CA 94608 |
|
41532xxxx5 |
con****@t******.com |
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| Merrill Lynch Financial Advisor Lewis Phillips |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
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| ak global asset management |
1300 Clay St, Oakland, CA 94612 |
|
51046xxxx8 |
akg************@c*************.com |
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| The Claremont Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
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| North Berkeley Wealth Management |
1820 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
a@n******************.com |
5 |
1 |
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568 |
23 |
546 |
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| Topel & DiStasi Wealth Management |
2907 Claremont Ave #111, Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
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| Falcon Wealth Planning |
1999 Harrison St #1800, Oakland, CA 94612 |
|
85596xxxx6 |
cca*****@f*******************.com |
5 |
1 |
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| Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh |
1998 Mountain Blvd, Oakland, CA 94611 |
|
51033xxxx6 |
aar************@u*****.com |
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345417 |
5420 |
348000 |
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| Merrill Lynch Wealth Management |
1111 broadway, Floor 22nd, Oakland, CA 94607 |
|
51020xxxx0 |
ban********************@m*.com |
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| Lula Financial |
66 Franklin St 3rd Floor, Oakland, CA 94607 |
|
41563xxxx7 |
|
4.2 |
20 |
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| Ukiyo Property Management Inc. |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51090xxxx1 |
hel**@u******.com |
4.5 |
32 |
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| RBC Wealth Management |
1999 Harrison St #1200, Oakland, CA 94612 |
|
51026xxxx0 |
rbc*********@r**.com |
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| Park Place Wealth Advisors |
18 Orinda Way, Orinda, CA 94563 |
|
92525xxxx6 |
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5 |
1 |
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| Dunlap Equity Management, LLC |
1212 Broadway Suite 500B, Oakland, CA 94612 |
|
41556xxxx0 |
jan*****@a*****.business |
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| Mynd Property Management |
1611 Telegraph Ave Suite 1200, Oakland, CA 94612 |
|
51054xxxx4 |
aar*********@m***.co |
4.3 |
990 |
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| Hanke & Company Wealth Management, LLC |
177 Post St # 800, San Francisco, CA 94108 |
|
41578xxxx0 |
c18*****************************@s*****.wixpress |
4.4 |
14 |
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85 |
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| Rose Bridge Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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| Wealth Enhancement Group |
1999 Harrison St #1530, Oakland, CA 94612 |
|
41598xxxx0 |
abr*****@w****************.com |
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| Merrill Lynch Financial Advisor Martha Madrid |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx6 |
ban********************@m*.com |
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| The Pulley Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acc**********@m************.com |
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| Mariner |
6425 Christie Ave Suite 290, Emeryville, CA 94608 |
|
41592xxxx0 |
aar********@m********************.com |
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| Romar Wealth Management |
600 Grand Ave #301, Oakland, CA 94610 |
|
51081xxxx9 |
abc***@r***********.com |
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17485 |
|
18000 |
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| Bell Investment Advisors |
1111 Broadway #1630, Oakland, CA 94607 |
|
80070xxxx9 |
bba****@b*********.com |
3 |
2 |
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| David Bail - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx1 |
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| Roofstock |
2001 Broadway Suite 400, Oakland, CA 94612 |
|
80046xxxx6 |
aar**@r********.com |
4.8 |
154 |
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|
14000 |
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| 1Sharpe Capital |
2201 Broadway #100, Oakland, CA 94612 |
|
51021xxxx9 |
agr***@1******.com |
3 |
2 |
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| Discovery Investment Inc |
3521 Grand Ave, Oakland, CA 94610 |
|
51058xxxx0 |
bon***@d**********.com |
3.2 |
34 |
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108 |
3 |
112 |
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| Sierra Pacific Financial Advisors, LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
92522xxxx8 |
ama@s********.com |
|
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84 |
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88 |
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| The 8 Bridges Bay Area Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Percy D. McGee, Jr. |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx5 |
ari*********@m*.com |
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| Edward Jones - Financial Advisor |
2065 Mountain Blvd #200, Oakland, CA 94611 |
|
|
a.j*********@e**********.com |
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|
87475 |
|
100000 |
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| Egan Brown - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acm***********@m************.com |
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| SCORE |
|
|
40845xxxx7 |
a@s****.org |
4.7 |
26 |
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|
68835 |
338 |
76000 |
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| Merrill Lynch Financial Advisor Xiao-Meng Sun Qi |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51026xxxx5 |
ale*********@m*.com |
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| The Voleon Group |
2484 Shattuck Ave., Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
3.1 |
25 |
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| Wealth Enhancement Group |
6201 Medau Pl Suite 101, Oakland, CA 94611 |
|
51033xxxx3 |
aba****@w****************.com |
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| Emerge Financial Group |
7677 Oakport St # 1060, Oakland, CA 94621 |
|
70742xxxx2 |
col**@e**************.com |
|
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35 |
|
39 |
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| Chang & Associates Financial Advisors |
2820 Telegraph Ave, Berkeley, CA 94705 |
|
51054xxxx2 |
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| Liberty Group LLC |
411 30th St Second Floor, Oakland, CA 94609 |
|
51065xxxx0 |
amc*******@l**************.com |
4.2 |
5 |
|
|
|
|
1005 |
4 |
1000 |
|
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|
| Financial Fitness Center Inc |
295 27th St, Oakland, CA 94612 |
|
51065xxxx4 |
a.l****@f*********************.com |
3.7 |
3 |
|
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1 |
| Balance Financial Planning, LLC |
5438 Shafter Ave, Oakland, CA 94618 |
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51084xxxx2 |
che***@b********.com |
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| John L Macchi - Morgan Stanley |
1999 Harrison St Ste 2200, Oakland, CA 94612 |
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51089xxxx1 |
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| Modern Financial Planning |
344 Thomas L Berkley Way M10, Oakland, CA 94612 |
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51051xxxx9 |
doe*****@m*******.com |
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| Deborah Tharp - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
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51089xxxx4 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Aaron D. Hudson |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51020xxxx9 |
ale*********@m*.com |
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| CNote |
2323 Broadway, Oakland, CA 94612 |
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aim******@m******.com |
4.2 |
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1356 |
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1400 |
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| West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
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51086xxxx0 |
joh*@w********.com |
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| Just Invest |
344 Thomas L Berkley Way, Oakland, CA 94612 |
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51092xxxx5 |
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| LAB Wealth Management LLC |
1130 Wood St, Oakland, CA 94607 |
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51073xxxx4 |
leo*@l******************.com |
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| Merrill Lynch Financial Advisor Yvan (Ivan) Fung |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
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51050xxxx6 |
ari*********@m*.com |
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| Financial Avengers |
505 14th St #310, Oakland, CA 94612 |
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41577xxxx4 |
cap****@f****************.com |
5 |
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| RBC Wealth Management |
1999 Harrison St, Oakland, CA 94612 |
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51026xxxx0 |
cli**********@r**.com |
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14743 |
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16000 |
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| Russell Huebschle - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
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51089xxxx9 |
acc**********@m************.com |
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| Personal Best Financial LLC |
4263 Gilbert St, Oakland, CA 94611 |
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92525xxxx0 |
gle**@p********************.com |
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| Grizzly Peak Group LLC |
1300 Clay St, Oakland, CA 94612 |
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51042xxxx0 |
inf*@g***************.com |
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| The Robarts/Miller Team - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
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51083xxxx0 |
acc**********@m************.com |
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| Reap Legacy, Inc. |
1901 Harrison St, Oakland, CA 94612 |
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51040xxxx6 |
pat@r*********.com |
4.6 |
10 |
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| Curtis Financial Planning |
2655 Haverhill Dr, Oakland, CA 94611 |
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51045xxxx8 |
ale*@c**********************.com |
5 |
2 |
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2100 |
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| P F Wealth Management Group |
1970 Broadway Suite 525, Oakland, CA 94612 |
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51098xxxx8 |
inf*@p************.com |
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| Jane Financial, LLC |
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41541xxxx2 |
abe*************************************@w*****************.com |
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| Charles Schwab |
180 Grand Ave, Oakland, CA 94612 |
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51098xxxx0 |
amy***********@s*****.com |
3 |
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