| First Command |
605 E Robinson St Ste 510, Orlando, FL 32801 |
|
40798xxxx0 |
ban*****@f***********.com |
5 |
2 |
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7030 |
255 |
7530 |
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| Merrill Lynch Financial Advisor Suzanne Magee Fleming |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx7 |
ale*********@m*.com |
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| John Pinkley - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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5 |
1 |
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| Allen Brinckerhoff - Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx8 |
bfg@r***********.com |
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89 |
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91 |
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| Talon Wealth Management |
781 Ciara Crk Cv #1003, Longwood, FL 32750 |
|
40727xxxx0 |
amy*****@t******.com |
4.6 |
20 |
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| Kimberly R Stewart - Financial Advisor, Ameriprise Financial Services, LLC |
513 N Parramore Ave, Orlando, FL 32801 |
|
40742xxxx1 |
bre********@a***.com |
2.3 |
3 |
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850 |
129 |
859 |
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| Charles Schwab |
420 S Orange Ave, Orlando, FL 32801 |
|
40742xxxx0 |
3d@c*****.schwab |
3.4 |
12 |
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| Summit Wealth Partners, LLC |
800 N Orange Ave Suite 302, Orlando, FL 32801 |
|
40765xxxx2 |
cwa*****@m*************.com |
5 |
1 |
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110 |
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| Mariner Wealth Advisors |
1000 Legion Pl Ste 1285, Orlando, FL 32801 |
|
40787xxxx8 |
aar********@m********************.com |
5 |
1 |
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| Dreamscape Wealth Advisors - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx1 |
bra*********@a***.com |
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229 |
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240 |
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| Signature Wealth Partners, LLC |
7380 Sand Lake Rd STE 405, Orlando, FL 32819 |
|
40779xxxx1 |
eri*@y******************.com |
5 |
3 |
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| Polley Wealth Management |
250 N Orange Ave UNIT 1116, Orlando, FL 32801 |
|
40733xxxx5 |
dig***************@p***********.com |
5 |
1 |
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262 |
7 |
328 |
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| Mariner |
1000 Legion Pl #1285, Orlando, FL 32801 |
|
40787xxxx8 |
aar********@m********************.com |
5 |
1 |
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| Jeff Toadvine - Private Wealth Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
5 |
1 |
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176 |
|
184 |
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| Diverse Wealth |
1000 Legion Pl # 1400, Orlando, FL 32801 |
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ada********@n*.com |
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| The Fountain Park Group - Morgan Stanley |
201 E Pine St Suite 1100, Orlando, FL 32801 |
|
40784xxxx5 |
acm***********@m************.com |
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| Edward Ho - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
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| Northwestern Mutual |
1000 Legion Pl, Orlando, FL 32801 |
|
40775xxxx0 |
ann*********@n*.com |
4.2 |
5 |
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| Erika Heredia Link - Financial Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40783xxxx3 |
bra*********@a***.com |
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240 |
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| Resource Consulting Group |
301 E Pine St Suite 600, Orlando, FL 32801 |
|
40742xxxx2 |
amb***@r*****************.com |
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86 |
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93 |
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| Ronald J Gruninger |
390 N Orange Ave #1875, Orlando, FL 32801 |
|
40763xxxx0 |
blu***@f*************.com |
5 |
1 |
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536 |
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| International Assets Advisory, LLC |
111 N Orange Ave #1000, Orlando, FL 32801 |
|
40725xxxx0 |
aar****@i***.com |
2.3 |
3 |
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| LJAKE FINANCIAL GROUP |
111 N Orange Ave Suite 800, Orlando, FL 32801 |
|
80065xxxx3 |
inf*@l****.org |
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5 |
14 |
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3 |
98 |
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| Brian Settle - TD Wealth Relationship Manager |
301 E Pine St 10th Fl, Orlando, FL 32801 |
|
40749xxxx5 |
abc*******@t*.com |
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844497 |
7550 |
850000 |
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| Kirsty M. Walker |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx9 |
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| Nona Wealth Advisors - Ameriprise Financial Services, LLC |
10917 Dylan Loren Cir A, Orlando, FL 32825 |
|
40724xxxx6 |
dns*****@a***.com |
5 |
1 |
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| Chris Barley - Private Wealth Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx4 |
bra*********@a***.com |
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| Merrill Lynch Financial Advisor John D Maxwell |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ale*********@m*.com |
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| Olarte Wealth Management Group |
PO Box 6370, Orlando, FL 32802 |
|
87761xxxx5 |
sti***@o***********.com |
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| Morgan Stanley Financial Advisors |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx0 |
acm***********@m************.com |
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| Olarte Wealth Management Group, Inc. |
Orlando, FL 32801 |
|
87761xxxx5 |
own**********@u******.com |
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| Edward Jones - Financial Advisor: Brian B Fucile, AAMS™|CRPC™ |
1823 Edgewater Dr, Orlando, FL 32804 |
|
40742xxxx9 |
a.j*********@e**********.com |
5 |
3 |
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|
87486 |
|
100000 |
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| Apex Wealth Management LLC |
3300 S Hiawassee Rd STE 103, Orlando, FL 32835 |
|
40744xxxx8 |
acu**@a*******************.com |
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| The Stella Williams Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acc**********@m************.com |
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| Oxford Advisory Group |
111 N Orange Ave #775, Orlando, FL 32801 |
|
40749xxxx4 |
bra*@o******************.com |
4.9 |
84 |
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| Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
|
3 |
2 |
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| Merrill Lynch Financial Advisor Sami Guindi |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx3 |
ale*********@m*.com |
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| Conrad Santiago - Private Wealth Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
cha*********@a***.com |
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| Merrill Lynch Financial Advisor Gregory Scott Baird |
14374 Narcoossee Rd Suite B, Orlando, FL 32832 |
|
68920xxxx3 |
ari*********@m*.com |
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| Warwick Shore Advisors |
1507 Lake Baldwin Ln Suite B, Orlando, FL 32814 |
|
40744xxxx2 |
inv********@w***********.com |
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| The Prewitt Group - Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
|
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| Merrill Lynch Wealth Management |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx5 |
ban********************@m*.com |
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| Fortiv |
800 N Magnolia Ave #1825, Orlando, FL 32803 |
|
40724xxxx5 |
|
5 |
1 |
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| Brandon Ronca - Private Wealth Advisor, Ameriprise Financial Services, LLC |
10917 Dylan Loren Cir A, Orlando, FL 32825 |
|
40724xxxx6 |
dns*****@a***.com |
5 |
1 |
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|
| Marcello Reis E Silva - Regions Wealth Advisor |
111 N Orange Ave, Orlando, FL 32801 |
|
40784xxxx4 |
aar***********@r******.com |
|
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| Virtus Wealth Advisors - Ameriprise Financial Services, LLC |
200 E Robinson St Ste 1200, Orlando, FL 32801 |
|
40784xxxx1 |
che*********@a***.com |
|
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|
226 |
|
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| Keith Davis - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
|
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|
| Anne Franklin |
1000 Legion Pl 14th floor, Orlando, FL 32801 |
|
40775xxxx7 |
ann**********@n*.com |
4.9 |
13 |
|
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| Wheelock Wealth Solutions at Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx4 |
|
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| Sparrow Wealth Management |
|
|
40758xxxx5 |
chr**@s************.com |
5 |
14 |
|
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|
| Marilyn Vazquez - TD Wealth Relationship Manager |
301 E Pine St, Orlando, FL 32801 |
|
32134xxxx9 |
abc***@t*.com |
|
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|
846895 |
7313 |
852000 |
|
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|
| Bruce Woodruff & Associates |
3101 Maguire Blvd # 256, Orlando, FL 32803 |
|
40789xxxx1 |
bru***********@c***********.com |
5 |
1 |
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|
| The Roccanti Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx0 |
acm***********@m************.com |
3 |
1 |
|
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|
| Josh Langholz - Thrivent |
427 N Magnolia Ave Ste 205, Orlando, FL 32801 |
|
40783xxxx0 |
adm**@d***********.com |
|
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|
| Marilyn Vazquez - TD Wealth Relationship Manager |
2405 S Orange Ave, Orlando, FL 32806 |
|
32134xxxx9 |
abc*******@t*.com |
|
|
|
|
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|
843209 |
7481 |
848000 |
|
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|
| McDonough Capital Management |
6000 Turkey Lake Rd #212, Orlando, FL 32819 |
|
40724xxxx7 |
cam**@m***************.com |
5 |
1 |
|
|
|
|
100 |
4 |
103 |
|
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|
| Charles Schwab |
4848 S Apopka Vineland Rd Ste 204, Orlando, FL 32819 |
|
40790xxxx5 |
app*******************@s*****.com |
4.8 |
16 |
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| Alta Vista Wealth Management, LLC |
14 E Washington St Ste 410, Orlando, FL 32801 |
|
40725xxxx8 |
g.p***@s*******.com |
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3 |
2 |
4 |
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| Thomas Temeyer - Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
dns*****@a***.com |
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| Mark S Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
bar**********@a***.com |
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| Privada Wealth Management |
549 Wymore Rd #208, Maitland, FL 32751 |
|
32128xxxx1 |
chr******@p************.com |
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282 |
2 |
295 |
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| Merrill Lynch Financial Advisor Jared Yule |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ale*********@m*.com |
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| Paul C Prewitt - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
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| Marilyn Vazquez - TD Wealth Relationship Manager |
1701 S Semoran Blvd, Orlando, FL 32822 |
|
32134xxxx9 |
abc*******@t*.com |
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843201 |
7481 |
848000 |
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| Wealth and Finance Professionals, LLC |
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85075xxxx0 |
con****@w*******************.com |
5 |
14 |
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| James B McLean - Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx5 |
dns*****@a***.com |
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197 |
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200 |
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| DiMercurio Advisors LLC |
111 N Orange Ave #1450, Orlando, FL 32801 |
|
40790xxxx6 |
hel**@d*****************.com |
4.7 |
13 |
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238 |
2 |
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| American Harbour Wealth Management |
1516 Hillcrest St #106, Orlando, FL 32803 |
|
40735xxxx0 |
eri*@a**************.com |
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| Merrill Lynch Financial Advisor James C Magee |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx9 |
ale*********@m*.com |
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| Travis Keller - Associate Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
dns*****@a***.com |
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44 |
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48 |
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| Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
97362xxxx0 |
lui*************@a***.com |
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| Yolanda Copeland - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
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17484 |
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18000 |
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| MPC Wealth Management |
111 N Magnolia Ave, Orlando, FL 32801 |
|
40724xxxx5 |
inf*@m*****.com |
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4.2 |
5 |
98 |
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95 |
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| Merrill Lynch Financial Advisor Carina Gerscovich Borkon |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ari*********@m*.com |
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| Aaron Kassler - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40741xxxx6 |
acm***********@m************.com |
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| Scott Mahnken - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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| Wells Fargo Advisors |
800 N Magnolia Ave # 1401, Orlando, FL 32803 |
|
40764xxxx0 |
a-w***************@w*****************.com |
5 |
4 |
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188364 |
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189000 |
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| Sound Directions Wealth Advisors - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
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183 |
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| Axianta Financial Partners Orlando |
2295 S Hiawassee Rd Suite 100B, Orlando, FL 32835 |
|
81828xxxx8 |
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5 |
4 |
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| Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS™|CRPC™|CRPS™ |
45 W Crystal Lake St Suite #199, Orlando, FL 32806 |
|
40724xxxx7 |
a.j*********@e**********.com |
5 |
5 |
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504 |
37 |
513 |
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| Richard A. Nese III, CFP |
1000 Legion Pl # 1400, Orlando, FL 32801 |
|
40775xxxx6 |
ade********@n*.com |
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95 |
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| Vinh Nguyen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
223 Pasadena Pl, Orlando, FL 32803 |
|
40744xxxx8 |
ali***********@a***.com |
5 |
2 |
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| Danielle Krise - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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| Ronald Garrison - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx9 |
acm***********@m************.com |
5 |
1 |
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| Alta Vista Wealth Management, LLC. |
14 E Washington St #600h, Orlando, FL 32801 |
|
40725xxxx8 |
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| The Citrus Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acm***********@m************.com |
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| Wells Fargo Advisors Financial Network |
7575 Dr Phillips Blvd, Orlando, FL 32819 |
|
40748xxxx7 |
ada*********@w*****************.com |
4 |
1 |
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| AllGen Financial Advisors- Financial Planning & Investment Management |
100 W Lucerne Cir #200, Orlando, FL 32801 |
|
40721xxxx8 |
acc*****@a**************.com |
4.6 |
9 |
|
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|
1266 |
59 |
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| Non-Traditional Wealth Management, LLC. |
4767 New Broad St, Orlando, FL 32814 |
|
40751xxxx1 |
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| J.P. Morgan Private Bank |
450 S Orange Ave 10th Floor, Orlando, FL 32801 |
|
40723xxxx3 |
abc*******@j*******.com |
5 |
2 |
|
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|
90178 |
|
115000 |
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| Fifth Third Private Bank - Teresa Colling |
200 E Robinson St, Orlando, FL 32801 |
|
|
adr************@5*.com |
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| Shaun Spaid - Private Wealth Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx1 |
bra*********@a***.com |
|
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228 |
|
239 |
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| Marilyn Vazquez - TD Wealth Relationship Manager |
2633 E Colonial Dr, Orlando, FL 32803 |
|
32134xxxx9 |
abc*******@t*.com |
|
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|
844497 |
7550 |
850000 |
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| Breske & Breske Inc |
4447 Edgewater Dr, Orlando, FL 32804 |
|
40752xxxx0 |
bre***@b**************.com |
|
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77 |
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| Matthew C Kelly - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
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| Churchill Management Group - Windermere |
9100 Conroy Windermere Rd STE 200, Orlando, FL 32819 |
|
87793xxxx0 |
ach*@c******************.com |
|
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221 |
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| Stonebridge Financial Planning |
203 Hillcrest St, Orlando, FL 32801 |
|
40769xxxx0 |
ath****@s*****************.com |
5 |
1 |
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|
| Retire Orlando, a Member of Advisory Services Network, LLC |
390 N Orange Ave #2300, Orlando, FL 32801 |
|
40760xxxx0 |
sco**********@r************.org |
5 |
39 |
|
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138 |
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| BURGOS & BREIN WEALTH MANAGEMENT |
1060 Woodcock Rd Suite 117, Orlando, FL 32803 |
|
86694xxxx5 |
dar**@b*************.com |
5 |
69 |
|
|
4.8 |
23 |
3415 |
75 |
3400 |
|
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| Merrill Lynch Financial Advisor Kelly A Dwyer |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx9 |
ale*********@m*.com |
|
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| FirsTrust - Private Wealth Management |
121 S Orange Ave #1500, Orlando, FL 32801 |
|
40785xxxx4 |
adm***************@w*****.com |
|
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| PNC Private Bank |
420 S Orange Ave UNIT 300, Orlando, FL 32801 |
|
40742xxxx3 |
aar******@p**.com |
3 |
2 |
|
|
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|
351717 |
9156 |
354000 |
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|
| Thorsen Hixenbaugh Kovaleski Wealth Advisors |
315 E Robinson St Suite 190, Orlando, FL 32801 |
|
40784xxxx0 |
Jac*********@T****************.com |
|
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| Nelson Financial Planning |
423 Country Club Dr, Winter Park, FL 32789 |
|
40762xxxx7 |
ale******@n**********************.com |
5 |
33 |
|
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|
381 |
7 |
457 |
|
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| AlphaQ Advisors |
111 N Orange Ave # 700, Orlando, FL 32801 |
|
40798xxxx0 |
|
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|
| Private Wealth Management | U.S. Bank |
225 E Robinson St Ste 250, Orlando, FL 32801 |
|
40734xxxx4 |
aar************@u*****.com |
|
|
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|
345378 |
5428 |
348000 |
|
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|
| Scott Goodkind - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx7 |
acm***********@m************.com |
|
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|
| Oakmonte Wealth Management |
3700 Conway Rd Ste 112, Orlando, FL 32812 |
|
40741xxxx5 |
bre**********@o*************.com |
|
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|
| Sunrise Wealth Advisors |
6052 Turkey Lake Rd #101, Orlando, FL 32819 |
|
40735xxxx6 |
agr****@s********************.com |
5 |
9 |
|
|
|
|
257 |
2 |
267 |
|
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|
|
| Steven Merenda - Private Wealth Advisor, Ameriprise Financial Services, LLC |
200 E Robinson St Ste 1200, Orlando, FL 32801 |
|
40784xxxx1 |
che*********@a***.com |
|
|
|
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|
226 |
|
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|
| Raymond James |
537 North Magnolia Avenue, Orlando, FL 32801 |
|
40783xxxx8 |
|
5 |
2 |
|
|
|
|
153 |
17 |
152 |
|
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|
|
| Tyson Smith - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
|
1 |
1 |
|
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| Evan Joffe - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx8 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Angel Curbelo |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ang**********@m*.com |
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| RFH Capital Advisors |
51 E Jefferson St #1033, Orlando, FL 32802 |
|
85557xxxx0 |
inf*@r****.com |
5 |
28 |
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177 |
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| Centrus Financial Strategies |
121 S Orange Ave, Orlando, FL 32801 |
|
80077xxxx2 |
inf*@c********.com |
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| Key Wealth Builders |
200 E Robinson St, Orlando, FL 32801 |
|
30578xxxx3 |
ang***@k****************.com |
5 |
9 |
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| Annuity.org |
1 S Orange Ave Suite 500B, Orlando, FL 32801 |
|
85567xxxx4 |
ari*****@a******.org |
4.4 |
45 |
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5723 |
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5700 |
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| RetireGuide |
1 S Orange Ave Suite 500A, Orlando, FL 32801 |
|
87748xxxx8 |
con****@r**********.com |
4.4 |
24 |
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1600 |
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| Victor Panos - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Robert T Hopper, AAMS™ |
1925 Prospect Ave Suite 130, Orlando, FL 32814 |
|
40764xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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87485 |
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100000 |
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| Orlando Wealth Management |
720 Rugby St #200, Orlando, FL 32804 |
|
40764xxxx2 |
aar************@r***********.com |
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17483 |
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18000 |
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| Florida Financial Group |
301 E Pine St #800, Orlando, FL 32801 |
|
40742xxxx1 |
adr*********@f*************.com |
5 |
1 |
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| Certified Financial Group, Inc. |
1111 Douglas Ave, Altamonte Springs, FL 32714 |
|
40786xxxx0 |
a.r**@a********************.com |
4.8 |
20 |
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| Steve Fricke - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
bre**********@r***********.com |
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| Flagship Private Wealth Management - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx5 |
bra*********@a***.com |
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219 |
2 |
223 |
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| B. Riley Advisory Services |
255 S Orange Ave Suite 1245, Orlando, FL 32801 |
|
40758xxxx1 |
aal*******@b***********.com |
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| Damon Nicholson - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
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| Samuel J. Dixon, RFC | Oxford Advisory Group |
111 N Orange Ave #775, Orlando, FL 32801 |
|
40749xxxx4 |
bra*@o******************.com |
5 |
1 |
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| Vandergrift Financial Group of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
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98 |
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| Kristen Skinner - Financial Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx4 |
ale*************@a***.com |
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| Michael Prewitt - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
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| Achievement Financial Group of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx5 |
aar************@r***********.com |
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17483 |
|
18000 |
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| Moisand Fitzgerald Tamayo, LLC |
300 S Orange Ave #1170, Orlando, FL 32801 |
|
40786xxxx8 |
aka**@m****************.com |
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7 |
470 |
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| Russell Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
200 E Robinson St Ste 1200, Orlando, FL 32801 |
|
40784xxxx1 |
che*********@a***.com |
5 |
1 |
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219 |
|
226 |
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| Merrill Lynch Financial Advisor Traci B Avila |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx1 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Matt Buckland, CFP®|CEPA® |
808 Virginia Dr, Orlando, FL 32803 |
|
40789xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
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72 |
|
76 |
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| Frank Guerriero - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx1 |
acm***********@m************.com |
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| Michael Brodsky - Financial Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
bra*********@a***.com |
|
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|
430 |
|
471 |
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| Aubry Wealth Management |
121 S Orange Ave Ste 1500, Orlando, FL 32801 |
|
40749xxxx7 |
inf*@a**********.com |
|
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2 |
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| Merrill Lynch Financial Advisor David E Burns |
14374 Narcoossee Rd Suite B, Orlando, FL 32832 |
|
68920xxxx5 |
ari*********@m*.com |
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| Pando Partners Wealth Management |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx1 |
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|
| Marshall and Associates - Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
dns*****@a***.com |
5 |
2 |
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| R&B Wealth Strategy Network, LLC |
111 N Orange Ave Ste 800, Orlando, FL 32801 |
|
87781xxxx4 |
|
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4.7 |
18 |
681 |
4 |
686 |
|
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| Security Financial Management |
2420 S Lakemont Ave Suite 120, Orlando, FL 32814 |
|
40764xxxx6 |
al@s**************.com |
5 |
9 |
|
|
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|
30 |
652 |
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| Merrill Lynch Wealth Management |
14374 Narcoossee Rd, Orlando, FL 32832 |
|
68920xxxx0 |
bro*********@m*.com |
3 |
2 |
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|
| Merit Wealth Advisors |
1060 Maitland Center Commons Blvd #365, Maitland, FL 32751 |
|
40766xxxx5 |
inf*@m******.com |
3.7 |
3 |
|
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|
139 |
3 |
139 |
|
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|
| Jason Claycomb - Raymond James Financial Services, Inc. |
5950 Hazeltine National Dr Suite 630, Orlando, FL 32822 |
|
40747xxxx4 |
|
5 |
3 |
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|
| Edward Jones - Financial Advisor: Kaleb Z Williams |
642 Rugby St, Orlando, FL 32804 |
|
40767xxxx3 |
a.j*********@e**********.com |
5 |
1 |
|
|
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|
87483 |
|
100000 |
|
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|
| Florida Financial Advisors |
800 N Magnolia Ave Ste 1650, Orlando, FL 32803 |
|
40755xxxx7 |
a-e@f********.com |
5 |
39 |
|
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|
| Blue Trust | Orlando Financial Advisors |
1900 Summit Tower Blvd #260, Orlando, FL 32810 |
|
40761xxxx0 |
aar********@b********.com |
|
|
|
|
|
|
144 |
8 |
214 |
|
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|
| American Financial Advisors |
1936 Lee Rd Suite 270, Winter Park, FL 32789 |
|
40720xxxx6 |
abr**@a*********.com |
5 |
8 |
|
|
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|
|
1 |
172 |
|
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|
| For CRE Brokers |
200 S Orange Ave, Orlando, FL 32801 |
|
87786xxxx8 |
for**********@m****************.com |
|
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|
| Merrill Lynch Financial Advisor Matthew Sloan |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx1 |
ale*********@m*.com |
1 |
1 |
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|
| Fifth Third Private Bank - Mark Mankbadi |
200 E Robinson St, Orlando, FL 32801 |
|
40799xxxx6 |
adr************@5*.com |
|
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| Hummingbird Financial Group |
1000 Legion Pl # 1400, Orlando, FL 32801 |
|
|
ada********@n*.com |
|
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|
| Merrill Lynch Private Wealth Advisor James Richard Millar |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ari*********@m*.com |
|
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|
| NewstarWealth |
11954 Narcoossee Rd, Orlando, FL 32832 |
|
40799xxxx9 |
gw@n************.com |
|
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|
| Strong Point Financial, Inc. |
7680 Universal Blvd # 550, Orlando, FL 32819 |
|
80032xxxx5 |
amo******@s**********.com |
4.9 |
220 |
|
|
4.7 |
12 |
465 |
9 |
534 |
|
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|
| U.S. Bank - Private Wealth Advisor: Wes Wankelman |
225 E Robinson St Ste 250, Orlando, FL 32801 |
|
40734xxxx4 |
aar************@u*****.com |
1 |
1 |
|
|
|
|
345378 |
5428 |
348000 |
|
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|
|
| Merrill Lynch Financial Advisor J. Judd Peterson |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
bri************@b***.com |
5 |
1 |
|
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|
|
| Pando Partners Wealth Management of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx1 |
abc@r***********.com |
|
|
|
|
|
|
17484 |
|
18000 |
|
|
|
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|
|
| Kaltbaum Capital Management |
201 S Orange Ave suite 1017, Orlando, FL 32801 |
|
40751xxxx0 |
gar*@g****.com |
|
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|
| EP Wealth Strategies Llc. / LPL Financial / former Waddell & Reed |
6996 Piazza Grande Ave STE 207, Orlando, FL 32835 |
|
40791xxxx0 |
rec****@e*****************.com |
|
|
|
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|
|
208 |
|
205 |
|
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|
| Carson Wealth |
7958 Via Dellagio Way Suite 300, Orlando, FL 32819 |
|
40781xxxx0 |
abr****@c***********.com |
5 |
4 |
|
|
|
|
2046 |
53 |
2300 |
|
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|
| Gambin Financial Group |
127 N Magnolia Ave, Orlando, FL 32801 |
|
40762xxxx1 |
|
5 |
7 |
|
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|
| Tao Financial |
|
|
40755xxxx8 |
847*************************************@w*****************.com |
5 |
13 |
|
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|
| Vaughn Wealth |
1127 Edgewater Dr, Orlando, FL 32804 |
|
40787xxxx8 |
aar********@m********************.com |
|
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| Integrated Wealth Solutions of Raymond James |
537 N Magnolia Ave, Orlando, FL 32801 |
|
40783xxxx8 |
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5 |
2 |
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153 |
17 |
152 |
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| Credit Army ️ |
20 N Orange Ave Suite 1100, Orlando, FL 32801 |
|
88821xxxx6 |
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5 |
54 |
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| Morgan Stanley Financial Advisors |
4705 S Apopka Vineland Rd Ste 202, Orlando, FL 32819 |
|
40760xxxx0 |
acc**********@m************.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Christine Ann Cyrus |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx6 |
amy*****@m*.com |
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| Jason Claycomb - Raymond James |
5950 Hazeltine National Dr Suite 630, Orlando, FL 32822 |
|
40747xxxx4 |
aar************@r***********.com |
3.3 |
3 |
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17484 |
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18000 |
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| TSG Financial Advisors - Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
dns*****@a***.com |
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| Merrill Lynch Wealth Management |
390 N Orange Ave, Orlando, Fl 32801 |
|
40725xxxx5 |
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5 |
1 |
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| Michael Lipscomb - Financial Advisor, Ameriprise Financial Services, LLC |
5401 S Kirkman Rd Suite 310, Orlando, FL 32819 |
|
40775xxxx1 |
dns*****@a***.com |
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| Marilyn Vazquez - TD Wealth Relationship Manager |
13044 Narcoossee Rd, Orlando, FL 32832 |
|
32134xxxx9 |
abc*******@t*.com |
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843639 |
7481 |
849000 |
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| Merrill Lynch Financial Advisor Michael Cook |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40764xxxx8 |
bri************@b***.com |
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| MWMfund |
300 S Orange Ave # 1000, Orlando, FL 32801 |
|
80037xxxx2 |
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5 |
6 |
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| Sandra Martin - Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
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18000 |
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| Tripletail Wealth Management |
224 E Marks St, Orlando, FL 32803 |
|
40728xxxx2 |
tea*@t***************.com |
5 |
4 |
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| Nona Wealth Advisors - Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40724xxxx6 |
dns*****@a***.com |
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| Stokes Wealth |
3117 Edgewater Dr, Orlando, FL 32804 |
|
40784xxxx0 |
inf*@s***********.com |
4.6 |
5 |
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| Circle of Wealth Group |
750 S ORANGE BLOSSOM Trail, Orlando, FL 32805 |
|
40757xxxx3 |
dar****************@f*******.com |
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5 |
35 |
1123 |
266 |
1100 |
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4.5 |
18 |
| Merrill Lynch Financial Advisor Robert J Oliver |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ari*********@m*.com |
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| Ann Adams - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx9 |
acm***********@m************.com |
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| Collaborative Wealth of Lake Nona |
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827 |
|
32176xxxx9 |
ben*************@c******************.com |
5 |
2 |
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| Maile Aiwohi - Morgan Stanley Financial Advisor |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx0 |
acc**********@m************.com |
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| Rick Sane - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx5 |
aar************@r***********.com |
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|
17484 |
|
18000 |
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| The City Front Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx1 |
acm***********@m************.com |
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| Magruder Private Wealth of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
|
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|
17483 |
|
18000 |
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| The Accelerando Group - Morgan Stanley |
201 E Pine St # 1100, Orlando, FL 32801 |
|
40784xxxx2 |
acc**********@m************.com |
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| Daniel Iachello - Financial Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
|
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|
200 |
|
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| KRS Wealth Management - Ameriprise Financial Services, LLC |
513 N Parramore Ave, Orlando, FL 32801 |
|
40742xxxx1 |
dns*****@a***.com |
2.3 |
3 |
|
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|
132825 |
|
134000 |
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