| Merrill Lynch Financial Advisor Malonn M Barnes |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx1 |
ari*********@m*.com |
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| Attentive Investments, LLC |
5345 N El Dorado St #5, Stockton, CA 95207 |
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20963xxxx1 |
jan*@a***********.com |
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| LPL Financial |
5250 Claremont Ave, Stockton, CA 95207 |
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20947xxxx7 |
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| Rachel M. Garcia |
3255 W March Ln, Stockton, CA 95219 |
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20960xxxx1 |
dan*****@c******.biz |
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| Ascend Financial Management |
2575 Grand Canal Blvd STE 300, Stockton, CA 95207 |
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20947xxxx8 |
adm**@a******************.com |
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| Drummond & Associates |
404 W Pine St # 6, Lodi, CA 95240 |
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20936xxxx4 |
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| Stifel : Rob Thompson |
10100 Trinity Pkwy #320, Stockton, CA 95219 |
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20988xxxx4 |
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| Wells Fargo Advisors |
10614 Trinity Pkwy, Stockton, CA 95219 |
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20995xxxx3 |
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| Matt Corkern - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
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20947xxxx6 |
acc**********@m************.com |
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| Pacific Private Wealth Management |
4529 Quail Lakes Dr B, Stockton, Ca 95207 |
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20939xxxx0 |
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| Merrill Lynch Wealth Management |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx0 |
ban********************@m*.com |
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| Nobility Financial Team |
856 N Sacramento St A, Lodi, CA 95240 |
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and**********@g****.com |
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| Michael P. Lynch Wealth Management, LLC |
5250 Claremont Ave, Stockton, CA 95207 |
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20947xxxx1 |
c18*****************************@s*****.wixpress |
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| Crow Financial |
222 W Lockeford St, Lodi, CA 95240 |
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20936xxxx0 |
pat@c********************.com |
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| Block Advisors |
4609 Quail Lakes Dr STE 5, Stockton, CA 95207 |
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20995xxxx7 |
aar**@b************.com |
4.7 |
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| Calturas Capital |
1611 W March Ln, Stockton, CA 95207 |
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92522xxxx5 |
son********@c*******.com |
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| The Salvetti Group |
4633 Quail Lakes Dr, Stockton, CA 95207 |
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20954xxxx0 |
aj@t***************.com |
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| Blakely Financial Services |
3439 Brookside Rd STE 210, Stockton, CA 95219 |
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20995xxxx7 |
ask@p*************.com |
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| Merrill Lynch Financial Advisor Brian E Soon |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx9 |
ari*********@m*.com |
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| Michael P. Lynch Wealth Management, LLC |
5250 Claremont Ave #145, Stockton, CA 95207 |
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20947xxxx1 |
c18*****************************@s*****.wixpress |
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| Northwestern Mutual |
2 W Pine St #12, Lodi, CA 95240 |
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20936xxxx0 |
abb*****@n*****************.com |
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107350 |
16227 |
108000 |
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| Steven Ruffoni - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
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20947xxxx4 |
int**********@m************.com |
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| Merrill Lynch Financial Advisor Jordon Chee |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx9 |
ari*********@m*.com |
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| Stifel |
10100 Trinity Pkwy #320, Stockton, CA 95219 |
|
20988xxxx0 |
3d@s*****.com |
5 |
1 |
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4772 |
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5200 |
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| SL Financial Group |
3031 W March Ln Suite 112 South, Stockton, CA 95219 |
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20963xxxx8 |
slo****@s***************.com |
1 |
1 |
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| Merrill Lynch Financial Advisor Shad Roundy |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx9 |
bro*********@m*.com |
5 |
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| Thomas K Winkler - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx0 |
dns*****@a***.com |
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| Casey Knowles - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
|
20947xxxx3 |
acc**********@m************.com |
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| PRODIGY |
1407 W Fremont St, Stockton, CA 95203 |
|
88847xxxx8 |
inf*@p*******.org |
5 |
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| Structure Financial Group - Ameriprise Financial Services, LLC |
3031 W March Ln Ste 209, Stockton, CA 95219 |
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20995xxxx1 |
bry*********@a***.com |
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34 |
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| Schneider Asset Management |
3439 Brookside Rd STE 211, Stockton, CA 95219 |
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20988xxxx1 |
eri*@s*************.com |
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| Larry Swanson - Financial Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx1 |
dns*****@a***.com |
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| Pacific Private Wealth Management, Llc |
2155 W March Lane Ste 2d, Stockton, Ca 95207 |
|
20939xxxx0 |
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| FinDec |
1776 W March Ln, Stockton, CA 95207 |
|
85543xxxx2 |
az@f*****.com |
2 |
10 |
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899 |
48 |
912 |
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| Money Ties financial |
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66189xxxx7 |
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| Stull Financial Group/David J. Stull, CLU, ChFc |
4529 Quail Lakes Dr # A, Stockton, CA 95207 |
|
20995xxxx3 |
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| Barbara M Moore - Financial Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx1 |
dns*****@a***.com |
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| Tina Wells Lee & Associates |
221 Tuxedo Ct # B, Stockton, CA 95204 |
|
20947xxxx0 |
jas****@t***********.net |
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| Brian Rambo Financial Services |
3031 W March Ln, Stockton, CA 95219 |
|
20947xxxx0 |
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| Alvaro Garcia, CPA - PinnaclePoint Group |
5250 Claremont Ave #209, Stockton, CA 95207 |
|
20961xxxx5 |
alv**********@p*****************.com |
5 |
11 |
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| BLR Commercial Real Estate |
2291 W March Ln Suite B-215, Stockton, CA 95207 |
|
20947xxxx0 |
bho****@b************.com |
2 |
16 |
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| LifePath Wealth Advisors |
10100 Trinity Pkwy, Stockton, CA 95219 |
|
20995xxxx0 |
amy*********@l**.com |
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58 |
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| Charles Schwab |
3101 W March Ln Ste A, Stockton, CA 95219 |
|
20947xxxx5 |
3d@c*****.schwab |
3.4 |
8 |
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| The Management Trust |
1231 W Robinhood Dr d3, Stockton, CA 95207 |
|
20942xxxx0 |
aar***********@m**************.com |
4.7 |
67 |
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35913 |
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36000 |
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| Craig Massei - Associate Financial Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx0 |
cra*********@a***.com |
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| Franklin Templeton Investments |
4103 S B St, Stockton, CA 95206 |
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3d@f****************.com |
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| CAPTRUST |
1300 W Lodi Ave #A-20, Lodi, CA 95242 |
|
91693xxxx8 |
a@c*******.com |
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445 |
62 |
571 |
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| Valley Financial Services |
5757 Pacific Ave Suite 248, Stockton, CA 95207 |
|
20947xxxx5 |
pal*****@c*************.com |
3.7 |
3 |
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| VG Capital Financial Services LLC |
3244 Brookside Rd #140, Stockton, CA 95219 |
|
20976xxxx9 |
cec********@v********.net |
5 |
9 |
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5 |
12 |
171 |
102 |
237 |
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| Jamie Ince Santikham - Financial Advisor, Ameriprise Financial Services, LLC |
3031 W March Ln Ste 209, Stockton, CA 95219 |
|
20995xxxx1 |
bry*********@a***.com |
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| Northwestern Mutual |
207 W Oak St, Lodi, CA 95240 |
|
20936xxxx5 |
a.-***********@n*****************.com |
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|
107350 |
16227 |
108000 |
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| Delta Fund Administrators LLC |
Stockton, CA 95201 |
|
20975xxxx0 |
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3 |
2 |
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| Goldstrand Planning Group, Inc. |
2800 W March Ln Suite 326, Stockton, CA 95219 |
|
20947xxxx0 |
chr**@g*********.com |
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| Merrill Lynch Financial Advisor Tanner Choate |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx0 |
ari*********@m*.com |
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| Eddie Zeiter - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
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|
adr**************@a***.com |
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| Valley Pacific Realty & Investments |
5250 Claremont Ave #135, Stockton, CA 95207 |
|
20940xxxx4 |
pba******@g****.com |
4.9 |
113 |
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| Vicki Weeks, Diversified Asset and Property Management |
1833 W March Ln STE 3, Stockton, CA 95207 |
|
20951xxxx3 |
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| Jacob Vance Gunter - Bank of the West Wealth Management Advisor |
5555 N Pershing Ave, Stockton, CA 95207 |
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20956xxxx8 |
aab****@b************.com |
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98474 |
1600 |
99000 |
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| Morgan Stanley Financial Advisors |
3421 Brookside Rd suite a, Stockton, CA 95219 |
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20947xxxx0 |
3d@a******.morganstanley |
5 |
1 |
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| Northwestern Mutual Financial: Smith Gerald L |
1545 St Marks Plaza Suite 5, Stockton, CA 95207 |
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20932xxxx0 |
a.-***********@n*****************.com |
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107348 |
16227 |
108000 |
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| Karen Lee Looper - Private Client Advisor |
5555 N Pershing Ave, Stockton, CA 95207 |
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20923xxxx3 |
aab****@b************.com |
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98493 |
1600 |
99000 |
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| Khiet Vo - Private Client Advisor |
1440 E Hammer Ln, Stockton, CA 95210 |
|
91620xxxx3 |
aab****@b************.com |
3.7 |
3 |
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98492 |
1600 |
99000 |
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| Smith Gatschet & Kobrin Financial |
1111 W Tokay St, Lodi, CA 95240 |
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20947xxxx2 |
ben*******@s****************.com |
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| First Hill Investment Group |
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20956xxxx8 |
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| The California Delta Group - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
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20947xxxx0 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Francesco Quacinella |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx7 |
ari*********@m*.com |
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| Majestic Property Management Inc |
5250 Claremont Ave Suite 251 Suite 251, Stockton, CA 95207 |
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20947xxxx0 |
bil*************@g****.com |
3.8 |
31 |
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| Ronda Renee Finister: Primerica - Financial Services |
5250 Claremont Ave #109, Stockton, CA 95207 |
|
20980xxxx1 |
aud***********@p********.com |
5 |
1 |
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149528 |
3784 |
162000 |
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| Journey Wealth Management, LLC |
903 W Center St, Manteca, CA 95337 |
|
20982xxxx8 |
adm**@j********************.com |
5 |
6 |
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| PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist |
1920 Tienda Dr Ste 202, Lodi, CA 95242 |
|
20936xxxx8 |
phi**************@l**.com |
4.4 |
7 |
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179 |
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186 |
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| Asset Creation Financial and Insurance Services |
5250 Claremont Ave, Stockton, CA 95207 |
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20936xxxx1 |
dan**@a*************.com |
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| Merrill Lynch Financial Advisor Philip B Benson |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx5 |
ali*************@m*.com |
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| Merrill Lynch Financial Advisor Alfonso Estrella |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx6 |
ban********************@m*.com |
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| WCSI |
10102 Reflection Ln, Stockton, CA 95219 |
|
20947xxxx0 |
boa*@w***.com |
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| Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS™|CRPC™|CRPS™ |
834 W Benjamin Holt Dr, Stockton, CA 95207 |
|
20947xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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88613 |
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101000 |
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| Steven Ruffoni |
3421 Brookside Rd Ste A, Stockton, CA 95219 |
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20947xxxx4 |
acc**********@m************.com |
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| Julian Cruz - BancWest Investment Services Financial Advisor |
540 N El Dorado St, Stockton, CA 95202 |
|
20940xxxx0 |
aa.*****@b************.com |
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98494 |
1600 |
99000 |
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| Utopia Property Management | Stockton, CA |
1145 N California St Suite 210, Stockton, CA 95202 |
|
20949xxxx1 |
aar**@u***************.com |
4.8 |
29 |
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6532 |
104 |
6500 |
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| Blair Hake - Financial Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx0 |
dns*****@a***.com |
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| Larry D. Watts - Stifel |
10100 Trinity Pkwy, Stockton, CA 95219 |
|
20988xxxx8 |
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| Merrill Lynch Financial Advisor Sukhvinder Thiara |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx4 |
ban********************@m*.com |
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| Onward Wealth Management - Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Suite 2, 3 & 4, Stockton, CA 95207 |
|
20957xxxx3 |
dns*****@a***.com |
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| Northwestern Mutual |
2208 Cabrillo Cir, Lodi, CA 95242 |
|
20936xxxx8 |
a.-***********@n*****************.com |
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107350 |
16227 |
108000 |
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| Wells Fargo Advisors |
3121 W March Ln Suite 110, Stockton, CA 95219 |
|
20995xxxx0 |
a-w***************@w*****************.com |
1 |
1 |
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188271 |
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189000 |
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| Bank of Stockton Trust |
555 W Benjamin Holt Dr, Stockton, CA 95207 |
|
20992xxxx0 |
aa@b*************.com |
5 |
1 |
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| H.O.M.E. Lending |
1919 Grand Canal Blvd A6, Stockton, CA 95207 |
|
20947xxxx2 |
bra****@g*************.com |
4.8 |
24 |
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132 |
125 |
138 |
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| West Asset Management |
7333 Tam O'Shanter Dr, Stockton, CA 95210 |
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2c2*************************************@w*****************.com |
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| Bob Peralta Properties |
5910 Rigger Cove Way, Stockton, CA 95219 |
|
20995xxxx8 |
e60*************************************@w*****************.com |
4.8 |
12 |
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| LifePath Wealth Advisors |
10100 Trinity Pkwy # 430, Stockton, CA 95219 |
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20995xxxx0 |
ant****************@l**.com |
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58 |
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61 |
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| NAI Northgate |
1611 W March Ln, Stockton, CA 95207 |
|
20947xxxx0 |
bra****@n***********.com |
4.5 |
8 |
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5 |
7 |
540 |
98 |
552 |
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| Raymond James Financial Services |
4612 McGaw St, Stockton, CA 95207 |
|
20947xxxx8 |
aar************@r***********.com |
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17484 |
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18000 |
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| Merrill Lynch Financial Advisor Randall A Weaver |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
80026xxxx6 |
ban********************@m*.com |
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| Kemper CPA Group LLP - Accounting & Tax Services |
3031 W March Ln STE 133, Stockton, CA 95219 |
|
20947xxxx1 |
100***@k****.com |
3 |
2 |
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4.9 |
27 |
1074 |
42 |
1100 |
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| Robert S Nicholson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd ste 2 & 3 & 4, Stockton, CA 95207 |
|
20957xxxx3 |
dns*****@a***.com |
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| Northwestern Mutual |
1806 W Kettleman Ln, Lodi, CA 95242 |
|
20933xxxx8 |
a.-***********@n*****************.com |
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107350 |
16227 |
108000 |
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| Merrill Lynch Financial Advisor Michael A Lynch |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx5 |
ban********************@m*.com |
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