| Lifetime Asset Management: Glova Matthew |
801 Corporate Center Dr Suite 110, Raleigh, NC 27607 |
|
91984xxxx5 |
ala*@l************.com |
|
|
|
|
|
|
172 |
11 |
204 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Matthew J. Szymanski |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx3 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Kevin R. Overcash |
1155 Kildaire Farm Rd Ste 102, Cary, NC 27511 |
|
91946xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
50 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lewis Financial Management |
4904 Professional Ct, Raleigh, NC 27609 |
|
91987xxxx0 |
drl****@l*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Robert S Roepke |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx4 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fortres Financial Partners |
5623 Duraleigh Rd. Ste 141, Raleigh, NC 27612 |
|
91932xxxx1 |
a.-******@f****.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RTP Federal Credit Union |
384 Davis Dr Morrisville, NC 27560 |
|
91994xxxx0 |
all**@r*****.org |
3.5 |
15 |
2.5 |
2 |
|
|
390 |
|
393 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Navitas Wealth Advisors |
3101 Industrial Dr #110, Raleigh, NC 27609 |
|
91985xxxx5 |
inf*@n********.com |
|
|
|
|
|
|
67 |
3 |
70 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Townsend Asset Management Corp |
5120 Bur Oak Cir, Raleigh, NC 27612 |
|
91978xxxx9 |
adv****@a*******.com |
|
|
|
|
|
|
210 |
2 |
200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Armor Investment Advisors, LLC |
4101 Lake Boone Trail #208, Raleigh, NC 27607 |
|
91957xxxx2 |
aha****@a**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TA Financial Strategy |
4208 Six Forks Rd Ste 1000, Raleigh, NC 27609 |
|
91982xxxx2 |
al@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Briana Beanland Campion |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shah Capital Fund Lp |
2301 Sugar Bush Rd #510, Raleigh, NC 27612 |
|
91971xxxx5 |
ade*@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thorough Financial Group |
2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607 |
|
91978xxxx1 |
inf*@t****************.com |
5 |
1 |
|
|
|
|
|
|
471 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Noble Investment |
500 Fayetteville St, Raleigh, NC 27601 |
|
91975xxxx2 |
adi*************@n**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sterling Capital Management LLC |
434 Fayetteville St, Raleigh, NC 27601 |
|
91971xxxx0 |
aal******@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VIP Capital Funding |
200 Park At North Hills St, Raleigh, NC 27609 |
|
80073xxxx4 |
car***@v****************.com |
4.3 |
12 |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brian M Price |
9101 Leesville Rd Ste 123, Raleigh, NC 27613 |
|
91984xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael Coe - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91978xxxx0 |
aal*******@m************.com |
|
|
|
|
|
|
112038 |
3016 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Flight Financial Advisors, LLC |
3110 Edwards Mill Rd #205, Raleigh, NC 27612 |
|
91923xxxx9 |
ben************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HCG Funds |
133 Fayetteville St, Raleigh, NC 27601 |
|
91930xxxx2 |
a.-*****@h*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SharpVue Capital |
3700 Glenwood Ave #530, Raleigh, NC 27612 |
|
91989xxxx5 |
g@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx0 |
ale*********@m*.com |
4 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moths, Kay |
434 Fayetteville St, Raleigh, NC 27601 |
|
91971xxxx0 |
bba***@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WM Financial |
2501 Blue Ridge Rd STE 250, Raleigh, NC 27612 |
|
91924xxxx6 |
joh*******@w***********.com |
5 |
3 |
|
|
5 |
11 |
|
|
153 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Triangle Wealth Management |
1301 Annapolis Dr, Raleigh, NC 27608 |
|
91983xxxx1 |
inf*@t*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jennifer Bell |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx7 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carolinas Telco Federal Credit Union |
5712 Creedmoor Rd Raleigh, NC 27612 |
|
91978xxxx1 |
abb*********@c*****.org |
4.3 |
23 |
|
|
|
|
1529 |
19 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EverWise Wealth Management of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx9 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Judy Little - Financial Advisor, Ameriprise Financial Services |
183 Wind Chime Ct Ste 202, Raleigh, NC 27615 |
|
91932xxxx8 |
bev***********@a***.com |
|
|
|
|
|
|
1 |
|
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Scott G Cook |
8480 Honeycutt Rd Ste 200, Raleigh, NC 27615 |
|
91934xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91978xxxx1 |
acr*******@j*****.com |
|
|
|
|
|
|
4 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Planning & Management |
3101 Industrial Dr Ste 110, Raleigh, NC 27609 |
|
91985xxxx5 |
har***@i********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Investment Counsel Inc |
17 Glenwood Ave, Raleigh, NC 27603 |
|
91983xxxx0 |
aba****@c*************.com |
|
|
|
|
|
|
465 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brock E Doran |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx4 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Express |
5301 Departure Dr, Raleigh, NC 27616 |
|
91971xxxx0 |
aar*********@t********.com |
4.4 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hedgehog Holdings |
1100 Wake Forest Rd Ste 100, Raleigh, NC 27604 |
|
91977xxxx0 |
ale*@h***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bill Pomeroy |
5540 Mcneely Dr Ste 201, Raleigh, NC 27612 |
|
91957xxxx9 |
acc**********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steward Wealth Strategies |
343 E Six Forks Rd #388, Raleigh, NC 27609 |
|
91980xxxx5 |
ale*@s*************.com |
5 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jayme N Dimitroff |
3724 National Dr, Raleigh, NC 27612 |
|
91957xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rick Gardner & Associates |
3605 Glenwood Ave Ste 220, Raleigh, NC 27612 |
|
91932xxxx8 |
joh*@r*************.com |
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
9101 Leesville Rd Ste 123, Raleigh, NC 27613 |
|
91984xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Envestnet Asset Management Inc |
421 Fayetteville St, Raleigh, NC 27601 |
|
91985xxxx1 |
aar**@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joseph A. Friend - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
rbc*********@r**.com |
|
|
|
|
|
|
14787 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Finley Forest Condominium Association |
341 Finley Forest Cir Chapel Hill, NC 27517 |
|
91996xxxx0 |
dom****@f***************.com |
|
|
2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gondola Partners |
8510 Colonnade Center Dr #150, Raleigh, NC 27615 |
|
98420xxxx9 |
cli**********@g**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Inspired Capital - Ameriprise Financial Services, LLC |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx1 |
ada*************@a***.com |
5 |
1 |
|
|
|
|
300 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Analysts of NC |
4007 Village Park Dr, Knightdale, NC 27545 |
|
91926xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
8398 Six Forks Rd, Raleigh, NC 27615 |
|
91980xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17477 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services |
4030 Wake Forest Rd Ste 108, Raleigh, NC 27609 |
|
91951xxxx4 |
cha**************@a***.com |
|
|
|
|
|
|
234 |
3 |
238 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Real Property Management Raleigh |
8480 Honeycutt Rd Ste. 200, Raleigh, NC 27615 |
|
91948xxxx8 |
hea****@r*********.com |
4 |
75 |
|
|
|
|
202 |
1 |
228 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Financial Concepts |
8404 Six Forks Rd # 204, Raleigh, NC 27615 |
|
91984xxxx1 |
abd******@a*******************.com |
5 |
2 |
|
|
4.3 |
11 |
315 |
|
328 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Karena L Bagwell |
919 Kildaire Farm Rd, Cary, NC 27511 |
|
91946xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carolina Wealth Stewardship Group |
3356 Six Forks Rd, Raleigh, NC 27609 |
|
91978xxxx3 |
ada*@s***************.com |
|
|
|
|
5 |
11 |
1362 |
4 |
1300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JSS Financial Services, Inc. |
4000 Westchase Blvd Ste 500, Raleigh, NC 27607 |
|
91975xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Livengood Strategic Wealth Advisors of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx5 |
adi******@j*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dixie Asset Management |
510 Glenwood Ave # 315, Raleigh, NC 27603 |
|
91923xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shearin Jim |
3605 Glenwood Ave Ste 390, Raleigh, NC 27612 |
|
91957xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Balentine |
301 Hillsborough St Suite 920, Raleigh, NC 27603 |
|
98435xxxx0 |
acr****@b********.com |
|
|
|
|
|
|
313 |
36 |
334 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Service 1st Mortgage |
5 W Hargett St Rm 506 Raleigh, NC 27601 |
|
91982xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SSG Wealth Management - UBS Financial Services Inc. |
3700 Glenwood Ave Suite 300, Raleigh, NC 27612 |
|
91978xxxx7 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Halifax Group |
3605 Glenwood Ave Ste 490, Raleigh, NC 27612 |
|
91978xxxx0 |
aat****@t**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LRS International |
9116 Winged Thistle Ct, Raleigh, NC 27617 |
|
91934xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Haley L Plumley, AAMS™ |
230 New Fidelity Ct, Garner, NC 27529 |
|
91972xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Thomas Wilson, CFP®|CEPA® |
4600 Marriott Dr Ste 320, Raleigh, NC 27612 |
|
91957xxxx2 |
acc**********@e**********.com |
|
|
|
|
|
|
12 |
|
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Flanders - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx7 |
cyn***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Republic Finance |
6568 Glenwood Ave, Raleigh, NC 27612 |
|
98435xxxx0 |
apo****@r**************.com |
|
7 |
|
|
|
|
2422 |
|
2700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Scott Markel |
2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614 |
|
91943xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
137 |
|
154 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlantic Investment Management Llc |
4104 Atlantic Ave # 140, Raleigh, NC 27604 |
|
91987xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Rob Larson |
119 W Chatham St, Cary, NC 27511 |
|
91946xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The McCarthy Wealth Group |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlantic Investment Management |
4104 Atlantic Ave Ste 140, Raleigh, NC 27604 |
|
91987xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Anastasia T Council |
5510 Six Forks Rd Ste 330, Raleigh, NC 27609 |
|
91987xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
163 |
|
168 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chapel Tower |
1315 Morreene Rd Apt 1F Durham, NC 27705 |
|
85533xxxx7 |
aar*******@g******.com |
4 |
287 |
2.4 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Corey L Harding |
2245 Gateway Access Pt Ste 301, Raleigh, NC 27607 |
|
91978xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H & M Financial Group |
8309 Six Forks Rd Ste 107, Raleigh, NC 27615 |
|
91987xxxx8 |
chr*************@l**.com |
4.9 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raleigh Securities Inc |
9921 Waterview Rd, Raleigh, NC 27615 |
|
91951xxxx3 |
smi**@r****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HCG |
133 Fayetteville St Ste 300, Raleigh, NC 27601 |
|
91930xxxx2 |
a.-*****@h*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Symmetry |
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 |
|
91985xxxx0 |
abe****@f****************.com |
4.6 |
8 |
|
|
|
|
191 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Wealthcare, LLC. |
1633 Glenwood Ave, Raleigh, NC 27608 |
|
91982xxxx5 |
car****@b*******.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Resource Management Associates of Raleigh |
210 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cherokee Investment Partners |
310 S West St, Raleigh, NC 27603 |
|
91974xxxx0 |
abi*****@c***********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hobgood Peatross Investment Group |
3800 Glenwood Ave Ste 400, Raleigh, NC 27612 |
|
91957xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
2 |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Carolina Land and Water Fund |
121 W Jones St, Raleigh, NC 27603 |
|
91970xxxx0 |
ali********@t*************.gov |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Symmetry Inc |
1401 Sunday Dr Ste 115, Raleigh, NC 27607 |
|
91985xxxx0 |
abe****@f****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amy Keating |
4300 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx1 |
ada********@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Prashant Pandya |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx3 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Frank J Evers |
3434 Edwards Mill Rd, Raleigh, NC 27612 |
|
91978xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RTP Asset Management |
107 Fayetteville St # 300, Raleigh, NC 27601 |
|
91935xxxx9 |
man*******@r*******.com |
2.6 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Richard Black |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91989xxxx7 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
3201 Glenwood Ave, Raleigh, NC 27612 |
|
91982xxxx0 |
aas***********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lewis Financial Management LLC |
1611 E Millbrook Rd, Raleigh, NC 27609 |
|
91987xxxx0 |
dle***@l*********.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Chase White III, CFP®|CEPA® |
4131 Parklake Ave Ste 525, Raleigh, NC 27612 |
|
91957xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
67 |
|
69 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Associates |
1501 Sunrise Ave Suite 100, Raleigh, NC 27608 |
|
91923xxxx1 |
aev***@c****************.com |
5 |
14 |
|
|
|
|
105 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| QHP Capital |
4509 Creedmoor Rd Suite 403, Raleigh, NC 27612 |
|
91926xxxx0 |
inf*@q*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investors Management Corporation |
801 N West St, Raleigh, NC 27603 |
|
91965xxxx9 |
aba****@i******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Eric L Cohen |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx9 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Triangle Securities |
1301 Annapolis Dr, Raleigh, NC 27608 |
|
91983xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jamie Carrington - Private Wealth Advisor, Ameriprise Financial Services |
4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
|
|
|
|
|
|
157 |
2 |
160 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ipcit Wealth Management Group - Ameriprise Financial Services, LLC |
1611 Jones Franklin Rd # 104, Raleigh, NC 27606 |
|
91985xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Robert E Bodmer |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Susanna Robinson - Raymond James |
210 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17486 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Clements-Langdon Group |
3800 Glenwood Ave Ste 400, Raleigh, NC 27612 |
|
91991xxxx4 |
bob*****@r**.com |
|
|
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS™ |
1814 Oberlin Rd Ste 104, Raleigh, NC 27608 |
|
91979xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greenhawk Company |
1330 Sunday Dr, Raleigh, NC 27607 |
|
91985xxxx7 |
ank**@g************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Management House |
707 W North St, Raleigh, NC 27603 |
|
91950xxxx9 |
inf*@t*****************.net |
4.5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardinal Hill Wealth Management |
1143-B Executive Cir, Cary, NC 27511 |
|
91929xxxx2 |
cd4*************************************@w*****************.com |
5 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Matt Vukmer, CFP® |
8351 Standonshire Way Ste 117, Raleigh, NC 27615 |
|
91951xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oxford Investment Group Inc. |
3334 Hillsborough St, Raleigh, NC 27607 |
|
91983xxxx0 |
inf*@o***********************.com |
4 |
4 |
|
|
5 |
6 |
|
|
103 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Heron Asset Management |
1111 Haynes St UNIT 203, Raleigh, NC 27604 |
|
91948xxxx6 |
ang*********@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Proximity Financial Partner |
5400 Trinity Rd Ste 305, Raleigh, NC 27607 |
|
91972xxxx6 |
dhe****@p**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arena Capital Advisors, LLC |
4002 Barrett Dr Suite 204, Raleigh, NC 27609 |
|
91924xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Financial Strategies |
8376 Six Forks Rd, Raleigh, NC 27615 |
|
91932xxxx5 |
bfs@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eva Garland |
4242 Six Forks Rd Suite 900, Raleigh, NC 27609 |
|
91982xxxx0 |
ada*@e*********.com |
4.9 |
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Tyler Faggart |
3434 Edwards Mill Rd Ste 106, Raleigh, NC 27612 |
|
91978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS™ |
2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614 |
|
91943xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
74 |
6 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Wealth Management |
2301 Stonehenge Dr, Raleigh, NC 27615 |
|
91984xxxx0 |
chr**@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilbanks Smith & Thomas Asset Management |
Raleigh, NC 27612 |
|
91993xxxx0 |
ada*@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FilePoint EDGAR Services, LLC |
1330 St Marys St Suite 400, Raleigh, NC 27605 |
|
91970xxxx0 |
car************@f********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Residential Investment Management |
3040 Berks Way Ste 203, Raleigh, NC 27614 |
|
|
amr****************@c*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Collegiate Capital Management , Inc. |
214 New Bern Pl, Raleigh, NC 27601 |
|
80033xxxx1 |
ago******@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Archer Investments |
4900 Falls Of Neuse Rd Ste 105, Raleigh, NC 27609 |
|
91975xxxx1 |
hop*@a*************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Other Side Asset Management |
4141 Banks Stone Dr, Raleigh, NC 27603 |
|
91924xxxx0 |
joh******@e******.com |
|
|
|
|
|
|
|
|
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hunnicutt Investment Management |
1201 Dowling Rd, Raleigh, NC 27610 |
|
91923xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brandt Nance |
4300 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx3 |
abc***@f************.com |
|
|
|
|
|
|
12677 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Francisco Itriago |
7521 Mourning Dove Rd Ste 104A, Raleigh, NC 27615 |
|
91984xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harrison Peatross - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
2 |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flagstar Bank |
900 Ridgefield Dr, Raleigh, NC 27609 |
|
91984xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cook Wealth |
4101 Lake Boone Trail # 200, Raleigh, NC 27607 |
|
91978xxxx0 |
ata****@c*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Graystone Consulting-Raleigh, Wichita, Dallas & Kansas City - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91987xxxx2 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Department of Nuclear Engineering |
2500 Stinson Dr, Raleigh, NC 27607 |
|
91951xxxx1 |
aab****@n***.edu |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vesta Wealth Advisors |
3221 Blue Ridge Rd STE 105, Raleigh, NC 27612 |
|
91920xxxx3 |
con***@v***********.com |
5 |
1 |
|
|
|
|
309 |
|
355 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freeman Financial Services Inc |
6511 Creedmoor Rd STE 103, Raleigh, NC 27613 |
|
91978xxxx5 |
con****@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glenwood Agency |
700 W Jones St Raleigh, NC 27603 |
|
91982xxxx7 |
cab******@g*************.com |
|
|
4.3 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Justin Minott |
6505 Bakersfield Dr, Raleigh, NC 27606 |
|
61994xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Knight, CFP |
116 N West St #220, Raleigh, NC 27603 |
|
91945xxxx5 |
jas**@k************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jack G Giamportone |
9212 Falls Of Neuse Rd, Raleigh, NC 27615 |
|
91984xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: William G Alexander Jr |
5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609 |
|
91985xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legacy Capital Advisors |
8394 Six Forks Rd STE 204, Raleigh, NC 27615 |
|
91989xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John Soles |
203 E Whitaker Mill Rd, Raleigh, NC 27608 |
|
91983xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jack Fryer |
6500 Creedmoor Rd Ste 106, Raleigh, NC 27613 |
|
91957xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Gordon L Richardson |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Friend Getman Wealth Management Group |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
ale*************@r**.com |
|
|
|
|
|
|
11 |
|
43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grant Chaney - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
wms**********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Otto Mucklo |
4400 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx5 |
abc***@f************.com |
|
|
|
|
|
|
12677 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diversified Estate Services |
Serving theRaleigh Area |
|
91978xxxx6 |
jen*****@d*****.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Truist Wealth |
3605 Glenwood Ave #400, Raleigh, NC 27612 |
|
91957xxxx3 |
ema**@d*****.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thomas Giroux - Associate Financial Advisor, Ameriprise Financial Services |
4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brandon Cousanca |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx0 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ross Gordon - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx6 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ark Royal Wealth Management |
2626 Glenwood Ave Suite 485, Raleigh, NC 27608 |
|
91971xxxx5 |
inf*@a*********.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jay M Rapp |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx0 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Advisers, Inc |
100 E Six Forks Rd #250, Raleigh, NC 27609 |
|
91986xxxx0 |
swi****@c*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BHK Investments |
314 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx4 |
joh*@k************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Investment Advisory Services, LLC |
100 E Six Forks Rd, Raleigh, NC 27609 |
|
91983xxxx0 |
inf*@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 |
|
91978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617 |
|
91936xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Beau Cutts |
7920 Acc Blvd Ste 312, Raleigh, NC 27617 |
|
91980xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor William W Thomas Jr. |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91942xxxx5 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
8816 Six Forks Rd Ste 105, Raleigh, NC 27615 |
|
91984xxxx2 |
acc**********@e**********.com |
|
|
|
|
|
|
111 |
|
114 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John Soles, CFP®|AAMS™ |
8470 Falls Of Neuse Rd Ste 106, Raleigh, NC 27615 |
|
91984xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
137 |
|
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Preferred Client Group |
116 N West St #220, Raleigh, NC 27603 |
|
91945xxxx1 |
and********@p****.com |
|
|
|
|
|
|
127 |
|
129 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Drew Getman - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx4 |
wms**********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brewer Insurance Group |
800 W William St Ste 250 Apex, NC 27502 |
|
91928xxxx8 |
a.c****@b*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marslender-West Asset Management |
3101 Glenwood Ave Ste 213, Raleigh, NC 27612 |
|
91978xxxx1 |
war***************@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NC Sustainable Energy Association |
4441 Six Forks Road | Suite 106-250, Raleigh, NC 27609 |
|
91983xxxx1 |
arl***@e*******.org |
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cunningham Financial |
112 N Person St, Raleigh, NC 27601 |
|
91987xxxx9 |
ali**@c******************.net |
|
|
|
|
|
|
75 |
|
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Chase White III |
111 Windel Dr, Raleigh, NC 27609 |
|
91957xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Abbot Downing |
150 Fayetteville St Ste 200, Raleigh, NC 27601 |
|
88864xxxx7 |
adf**********************@a***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Douglas C Boggie - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx5 |
cyn***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Langdon - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91991xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
14787 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
700 Spring Forest Rd Ste 200, Raleigh, NC 27609 |
|
91987xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlantic Real Estate Management |
8410 Falls of Neuse Rd Suite E, Raleigh, NC 27615 |
|
91986xxxx5 |
cmc***@a***********.com |
4.5 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guardian Wealth Advisors |
4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609 |
|
91987xxxx0 |
inf*@g**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Baillie Enterprises |
8601 Six Forks Rd Ste 400, Raleigh, NC 27615 |
|
84442xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R BC Wealth Management |
4208 Six Forks Rd, Raleigh, NC 27609 |
|
91957xxxx0 |
cli**********@r**.com |
|
|
|
|
|
|
14751 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Place Trade Financial |
4030 Wake Forest Rd, Raleigh, NC 27609 |
|
91971xxxx0 |
bi**@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gary Ruffner and son Construction |
555 Fayettville St Suite 201 Raleigh, NC 27601 |
|
20252xxxx5 |
gar*******************@r************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Bert Hylton Early |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx4 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gilder Partners for Growth, LLC |
1 Glenwood Ave, Raleigh, NC 27603 |
|
91968xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Deibert - Private Wealth Advisor, Ameriprise Financial Services |
5420 Wade Park Blvd Ste 208, Raleigh, NC 27607 |
|
91980xxxx9 |
deb****************@a***.com |
|
|
|
|
|
|
159 |
|
159 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brewer Insurance Group |
142 Shannon Vlg Louisburg, NC 27549 |
|
91949xxxx7 |
a.c****@b*******************.com |
5 |
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jeffrey J Lane |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx1 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Creek Capital Management, Llc |
301 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91993xxxx4 |
abr*****@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hargett Hunter |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91999xxxx8 |
aah***@h************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northpoint Asset Management |
3737 Glenwood Ave #100, Raleigh, NC 27612 |
|
91972xxxx2 |
ada********@n***********.com |
4.2 |
38 |
|
|
|
|
142 |
|
187 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sabre Capital |
152 Mine Lake Ct, Raleigh, NC 27615 |
|
91984xxxx9 |
bak****@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RKJ Group |
4350 Lassiter At North Hills Ave Ste 240, Raleigh, NC 27609 |
|
91923xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Private Bank |
4208 Six Forks Rd Suite 1220, 12th Floor, Raleigh, NC 27609 |
|
98434xxxx0 |
aar**********@w*********.com |
|
|
|
|
|
|
154096 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hawthorne Capital Partners LLC |
7231 Alco Dr, Raleigh, NC 27615 |
|
91960xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Private Bank |
4208 Six Forks Rd Ste 1220, Raleigh, NC 27609 |
|
98434xxxx0 |
aar**********@w*********.com |
|
|
|
|
|
|
154084 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryan Foskie Cfp |
1611 Jones Franklin Rd, Raleigh, NC 27606 |
|
91985xxxx0 |
aar**@a**************.com |
|
|
|
|
|
|
916367 |
|
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Carolina Housing Finance Agency |
3508 Bush St, Raleigh, NC 27609 |
|
91987xxxx0 |
bcs*****@n****.com |
3.4 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
22 |
| Kip-Dell Homes Inc |
3739 National Dr, Raleigh, NC 27612 |
|
91978xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CBK Wealth Management - Ameriprise Financial Services, LLC |
4515 Falls of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
|
|
|
|
|
|
158 |
2 |
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nelson Wealth Advisors |
10604 Bent Twig Dr, Raleigh, NC 27613 |
|
91984xxxx9 |
bre*********@c*************.com |
|
|
|
|
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bradford Wilson |
118 New Edition Ct, Cary, NC 27511 |
|
91985xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Langdon, William |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91991xxxx4 |
bob*****@r**.com |
|
|
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services |
4030 Wake Forest Rd Ste 108, Raleigh, NC 27609 |
|
91951xxxx4 |
cha**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Becky Tolbert - Financial Advisor, Ameriprise Financial Services |
3605 Glenwood Ave Ste 210, Raleigh, NC 27612 |
|
91967xxxx5 |
bis**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Financial Strategies Corp |
7100 Six Forks Rd Ste 135, Raleigh, NC 27615 |
|
91932xxxx5 |
bfs@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: C Dean Howard |
2019 Fairview Rd Ste 101, Raleigh, NC 27608 |
|
91982xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Misty L Bussey |
264 W Chatham St, Cary, NC 27511 |
|
91946xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
128 |
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Troy M. Smith, Certified Financial Planner TM |
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 |
|
91957xxxx0 |
inf*@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Nichols - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx4 |
ada*************@a***.com |
|
|
|
|
|
|
302 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meridian Financial |
1201 Edwards Mill Rd #200, Raleigh, NC 27607 |
|
91975xxxx1 |
adm*******@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
4208 Six Forks Rd #1700, Raleigh, NC 27609 |
|
80021xxxx5 |
3d@c*******.com |
4.2 |
5 |
|
|
|
|
445 |
62 |
570 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Baird Private Wealth Management |
3600 Glenwood Ave # 200, Raleigh, NC 27612 |
|
91978xxxx5 |
ano************@b*********.com |
5 |
2 |
|
|
|
|
8170 |
959 |
8700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chaney, Grant |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Alex Purcell |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx2 |
ale**************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| C A Asset Management |
2940 Trawick Rd STE 2, Raleigh, NC 27604 |
|
91987xxxx3 |
aim**@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Curfman - Financial Advisor, Ameriprise Financial Services |
2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607 |
|
91967xxxx0 |
cam*************@a***.com |
|
|
|
|
|
|
171 |
|
178 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shah Capital Management Inc |
2301 Sugar Bush Rd #510, Raleigh, NC 27612 |
|
91971xxxx0 |
a.s****@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glenwood Financial Partners, LLC |
3717 National Dr Suite 211, Raleigh, NC 27612 |
|
91926xxxx0 |
inf*@g*********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Towne Properties |
8305 Falls Of Neuse Rd Ste 200 Raleigh, NC 27615 |
|
91987xxxx7 |
inf*@t**************.com |
|
|
1.4 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Raleigh |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx0 |
bob*****@r**.com |
1 |
1 |
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Matthew Rowe |
5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609 |
|
91998xxxx0 |
acc**********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlantic Investment Management |
205 S Rogers Ln, Raleigh, NC 27610 |
|
91921xxxx4 |
a.-**********@a*****************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Fred Gunther |
3721 Lynn Rd, Raleigh, NC 27613 |
|
91978xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Steve Fordham, CFA® |
211 E Six Forks Rd Ste 115, Raleigh, NC 27609 |
|
91983xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
59 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jenna T. Diehl |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx9 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mutual of Omaha® Advisors - Raleigh |
1500 Sunday Dr Ste 212, Raleigh, NC 27607 |
|
91985xxxx6 |
aim*********@m************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jon Narducci - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ben Graff - Private Wealth Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx1 |
ben*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Russell Emrath - Private Wealth Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx5 |
car********@a***.com |
|
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chanticleer Properties |
8811 Westgate Park Dr, Raleigh, NC 27617 |
|
91927xxxx1 |
car**@c*********.com |
4.7 |
408 |
|
|
|
|
2798 |
1426 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BB&T Scott & Stringfellow |
3605 Glenwood Avenue, Suite 400, Raleigh, NC 27612 |
|
91957xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jackson Hill & Fish Private Wealth Advisors, LLC |
727 W Hargett St SUITE 211, Raleigh, NC 27603 |
|
91927xxxx6 |
ben*****@j**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dunning Capital, LLC |
6837 Falls of Neuse Rd STE 206, Raleigh, NC 27615 |
|
91953xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Oak Wealth Management - Investment Advisor |
9131 Anson Way Suite 200, Raleigh, NC 27615 |
|
91942xxxx5 |
aed*****@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Dean Howard, AAMS™ |
2019 Fairview Rd Ste 101, Raleigh, NC 27608 |
|
91982xxxx5 |
acc**********@e**********.com |
|
|
|
|
|
|
87319 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peatross, Harrison |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
2 |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Townsend Asset Management Corp • 40+ years in business • Serves Raleigh |
3110 Edwards Mill Rd Suite 150, Raleigh, NC 27612 |
|
91978xxxx9 |
adv****@a*******.com |
4.3 |
6 |
|
|
|
|
209 |
2 |
199 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Center Management Inc |
4020 Barrett Dr #204, Raleigh, NC 27609 |
|
91984xxxx0 |
bra****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lucid Wealth Planning LLC |
1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587 |
|
91949xxxx6 |
jef****@l******************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Association Management Group |
614 W Friendly Ave, Greensboro, NC 27401 |
|
33627xxxx0 |
aaf****@a*******.com |
4.7 |
551 |
1.5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Bank |
150 Fayetteville St, Raleigh, NC 27601 |
|
91988xxxx1 |
aar********@w*********.com |
3.3 |
30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Successful Granting |
Raleigh, NC 27697 |
|
91999xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Compass Financial Group |
7000 Harps Mill Rd STE 103, Raleigh, NC 27615 |
|
91971xxxx1 |
ali*********@c******************.com |
5 |
20 |
|
|
|
|
157 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ABC Management Inc |
900 Ridgefield Dr Suite 145, Raleigh, NC 27609 |
|
91992xxxx1 |
coa**@a***************.com |
|
|
|
|
|
|
166 |
|
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clever Financial |
9208 Falls Of Neuse Rd Ste 111, Raleigh, NC 27615 |
|
91920xxxx5 |
ho**@c********.com |
|
|
|
|
|
|
|
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glenwood Asset Management |
2527 Atlantic Ave, Raleigh, NC 27604 |
|
91983xxxx8 |
|
3.9 |
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Ross A Vari |
118 New Edition Ct, Cary, NC 27511 |
|
91985xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morehead Capital |
801 N West St, Raleigh, NC 27603 |
|
91965xxxx9 |
aba****@i******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Asset Corp |
7990 Arco Corporate Dr Ste 119, Raleigh, NC 27617 |
|
91982xxxx0 |
bbr****@a*****.com |
1 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dye Creek Capital |
4101 Lake Boone Trl, Raleigh, NC 27607 |
|
91923xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Friend Wealth Group |
3800 Glenwood Ave Ste 400, Raleigh, NC 27612 |
|
91957xxxx9 |
ale*************@r**.com |
|
|
|
|
|
|
11 |
2 |
43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
8352 Six Forks Rd STE 201, Raleigh, NC 27615 |
|
91984xxxx9 |
aar********@m*************.com |
|
|
|
|
|
|
2837 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James |
1100 Navaho Dr Ste 122, Raleigh, NC 27609 |
|
91987xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Winthrop Capital Management |
3737 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx5 |
aa@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
10320 Durant Rd, Raleigh, NC 27614 |
|
91932xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
4601 Six Forks Rd, Raleigh, NC 27609 |
|
91978xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17477 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alexander Friend - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
ale*************@r**.com |
|
|
|
|
|
|
11 |
2 |
43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coe, Michael |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CBK Wealth Management - Ameriprise Financial Services |
4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
|
|
|
|
|
|
157 |
2 |
160 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor L Thorne James |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nowak Wealth Management Group |
3041 Berks Way, Raleigh, NC 27614 |
|
91956xxxx2 |
inf*@w****************.com |
|
|
|
|
|
|
165 |
|
172 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solver Investment Corp |
4000 Atlantic Ave, Raleigh, NC 27604 |
|
91987xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Financial Strategies |
7100 Six Forks Rd STE 135, Raleigh, NC 27615 |
|
91980xxxx1 |
bfs@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Donna C Winbon |
505 Oberlin Rd, Raleigh, NC 27605 |
|
91983xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brad F McRae II |
160 NE Maynard Rd, Cary, NC 27513 |
|
91946xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vision Quest Wealth Management |
112 E Hargett St, Raleigh, NC 27601 |
|
91943xxxx0 |
|
2.3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lily Wealth Partners |
3356 Six Forks Rd, Raleigh, NC 27609 |
|
98488xxxx5 |
dan*****@l*****.com |
5 |
13 |
|
|
|
|
185 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oak Creek Wealth Advisors of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx2 |
acr*******@j*****.com |
|
|
|
|
|
|
4 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Gidley Group - Ameriprise Financial Services |
8317 Six Forks Rd Ste 105, Raleigh, NC 27615 |
|
91936xxxx0 |
ali********@a***.com |
|
|
|
|
|
|
691 |
|
691 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aim Advisors |
436 N Harrington St, Raleigh, NC 27603 |
|
91975xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fairview Investment Service LLC |
1330 Saint Marys St Ste 400, Raleigh, NC 27605 |
|
91970xxxx0 |
ada*********@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brandon J Miller |
7201 Creedmoor Rd Ste 115, Raleigh, NC 27613 |
|
91951xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
111 |
2 |
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kyle Clements - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91991xxxx5 |
bob*****@r**.com |
|
|
|
|
|
|
|
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management - Drew Getman |
4208 Six Forks Rd, Raleigh, NC 27609 |
|
91957xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
12421 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Venture Management Inc |
4801 Glenwood Ave Suite 200, Raleigh, NC 27612 |
|
91957xxxx0 |
ann*******@v*******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eubanks/lappin Group - Ubs Financial Services Inc. |
3700 Glenwood Ave, Raleigh, Nc 27612 |
|
91978xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nh Tae Management |
5540 Centerview Dr Raleigh, NC 27606 |
|
98484xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
150 Fayetteville St, Raleigh, NC 27601 |
|
91982xxxx0 |
aas***********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Stephanie B Fahrer |
2425 Kildaire Farm Rd Ste 100, Cary, NC 27518 |
|
91985xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Services Inc |
286 W Millbrook Rd, Raleigh, NC 27609 |
|
91987xxxx0 |
dav***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| All Equity Matters, LLC |
555 Fayetteville St #300, Raleigh, NC 27601 |
|
26078xxxx4 |
fil***@g******.com |
5 |
10 |
|
|
|
|
27 |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pratto Wealth Management |
8506 Six Forks Rd Ste 202, Raleigh, NC 27615 |
|
91942xxxx8 |
jan*@p*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Consolidated Asset Management Services |
3801 Lake Boone Trl, Raleigh, NC 27607 |
|
91974xxxx0 |
aal*******@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Capital Management, Inc. |
3101 Glenwood Ave Suite 103, Raleigh, NC 27612 |
|
91987xxxx0 |
bi**@f******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Trust |
421 Fayetteville St, Raleigh, NC 27601 |
|
80044xxxx4 |
aar************@u******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schrum Private Wealth Management |
4325 Lake Boone Trail #225, Raleigh, NC 27607 |
|
91994xxxx5 |
eri*@s*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sargent Wealth Management of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx0 |
acr*******@j*****.com |
|
|
|
|
|
|
4 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BrightWealth Management - Ameriprise Financial Services, LLC |
2501 Blue Ridge Rd #490, Raleigh, NC 27607 |
|
91967xxxx0 |
dns*****@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Private Bank |
150 Fayetteville St Ste 700, Raleigh, NC 27601 |
|
98434xxxx0 |
aar*********@w*********.com |
|
|
|
|
|
|
154084 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Redwood Digital Group, Inc. |
707 W Jones St, Raleigh, NC 27603 |
|
33681xxxx4 |
dav**@r**.fund |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MoveZen Property Management |
609 St Marys St Raleigh, NC 27605 |
|
91924xxxx5 |
ash***@m*********.com |
4.8 |
256 |
3.4 |
31 |
4.3 |
36 |
844 |
|
853 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ford Real Estate Investment Solutions |
300 Fayetteville St, Raleigh, NC 27603 |
|
91989xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Suzanne G Barham, CFP® |
3721 Lynn Rd Ste 124, Raleigh, NC 27613 |
|
91978xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
122 |
|
122 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor R. Hunter Grove, Jr. |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx3 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Associates |
434 Fayetteville St #1605, Raleigh, NC 27601 |
|
91983xxxx0 |
aev***@c****************.com |
5 |
1 |
|
|
|
|
105 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vaco Raleigh |
4000 Westchase Blvd Ste 100, Raleigh, NC 27607 |
|
91971xxxx0 |
aan*****@v***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| A Hobgood IV - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
2 |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SBSB Financial Advisors |
4208 Six Forks Rd Suite 1000, Raleigh, NC 27609 |
|
91974xxxx2 |
emi*********@s******.com |
|
|
|
|
|
|
6351 |
125 |
7200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Life Solutions |
1008 Big Oak Ct Ste 115, Knightdale, NC 27545 |
|
98450xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Cross and Blue Shield of North Carolina |
2501 Aerial Center Pkwy Morrisville, NC 27560 |
|
91946xxxx0 |
|
|
|
1 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| One Management Inc |
4700 Homewood Ct # 220, Raleigh, NC 27609 |
|
91978xxxx3 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meriturn Partners |
234 Fayetteville St Ste 600, Raleigh, NC 27601 |
|
91982xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cameron Property Management |
1220 SE Maynard Rd Ste 201 Cary, NC 27511 |
|
91948xxxx3 |
bon***@c********.com |
|
|
1 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| University Financial Strategies |
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612 |
|
91957xxxx0 |
har**@u****************************.com |
4.8 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments - Corporate Office |
11000 Weston Pkwy, Cary, NC 27513 |
|
80034xxxx8 |
a61****@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Stephan M Moonesar |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
60948xxxx0 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Keyrenter Raleigh Property Management |
4242 Six Forks Rd Suite 1550, Raleigh, NC 27609 |
|
91951xxxx0 |
ale*@k***************.com |
5 |
93 |
|
|
|
|
43 |
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concentric Investment Partners |
900 Ridgefield Dr Suite 270, Raleigh, NC 27609 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MAA Preserve |
8400 Brass Mill Ln Raleigh, NC 27617 |
|
98440xxxx9 |
aad*******@m***.com |
3.9 |
174 |
2.4 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oak City Properties Realty & Management, LLC |
4818 Six Forks Rd #104, Raleigh, NC 27609 |
|
91923xxxx2 |
bre**@o****************.com |
4.5 |
244 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alan Morgan - Financial Advisor, Ameriprise Financial Services |
183 Wind Chime Ct Ste 202, Raleigh, NC 27615 |
|
91951xxxx4 |
ala**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Southeast Interactive Technology Fund |
2200 W Main St Lbby Durham, NC 27705 |
|
91928xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peace Of Mind Wealth Management |
4101 Lake Boone Trail #111, Raleigh, NC 27607 |
|
91978xxxx6 |
doe*@p********.net |
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sarah C. Forney - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91987xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HMS |
4601 Six Forks Rd Suite 306, Raleigh, NC 27609 |
|
91942xxxx8 |
|
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arbor |
4000 Westchase Blvd # 475, Raleigh, NC 27607 |
|
91975xxxx1 |
atr*****@f*************.com |
4.6 |
11 |
|
|
4 |
12 |
433 |
|
461 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| River Cities Capital Funds |
2501 Blue Ridge Rd #220, Raleigh, NC 27607 |
|
91937xxxx0 |
abh****@r***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Enhancement Group |
4101 Lake Boone Trail Suite 116, Raleigh, NC 27607 |
|
98434xxxx9 |
aba****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Consolidated Planning |
2626 Glenwood Ave Ste 450, Raleigh, NC 27608 |
|
91978xxxx0 |
abr*********@c********.com |
5 |
2 |
|
|
5 |
29 |
483 |
18 |
512 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ann Milton |
Lillington, NC 27546 |
|
91023xxxx5 |
|
|
|
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Wealth Management |
606 Willard Pl, Raleigh, NC 27603 |
|
91982xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adam Whitesell - Private Wealth Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx1 |
ada*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Curi |
700 Spring Forest Rd, Raleigh, NC 27609 |
|
80066xxxx7 |
amb*********@c***.com |
|
|
|
|
|
|
554 |
|
596 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Teresa L Carmi |
5565 Centerview Dr, Raleigh, NC 27606 |
|
91985xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burks Financial Management, LLC |
4600 Marriott Dr #140, Raleigh, NC 27612 |
|
91966xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor James F Lassiter |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx2 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Falcon Square Capital |
3701 Lake Boone Trail #100, Raleigh, NC 27607 |
|
91982xxxx4 |
adm**@f******************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael "Drew" A Patterson |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx5 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McCarthy, Robert P |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kelsey Plummer - Raymond James |
8315 Six Forks Rd, Raleigh, NC 27615 |
|
91984xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
149 |
10 |
146 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
8109 Fayetteville Rd Ste 121, Raleigh, NC 27603 |
|
91932xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
483 |
|
602 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Mark J Fortier, CFP® |
3304 Six Forks Rd Suite 104, Raleigh, NC 27609 |
|
91926xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
8 |
|
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rhyne Management Associates |
5623 Duraleigh Rd Ste 101 Raleigh, NC 27612 |
|
91978xxxx5 |
adm**********@r**************.com |
2.8 |
38 |
2.1 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clarity Wealth Management |
4242 Six Forks Rd Ste 1550, Raleigh, NC 27609 |
|
91964xxxx0 |
dav*********@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Captrust Financial Advisors |
4208 Six Forks Rd Ste 1700, Raleigh, NC 27609 |
|
91987xxxx2 |
abr***@k*************.com |
|
|
|
|
|
|
564 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cherokee Investment Partners |
111 E Hargett St Ste 300, Raleigh, NC 27601 |
|
91974xxxx0 |
acc*******@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
3605 Glenwood Ave # 390, Raleigh, NC 27612 |
|
91964xxxx0 |
abb****@s*****.com |
|
|
|
|
|
|
4770 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patriot Wealth Management |
4350 Lassiter at North Hills Ave Suite 240, Raleigh, NC 27609 |
|
91932xxxx3 |
aus***@p**************.com |
5 |
1 |
|
|
|
|
140 |
3 |
149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services |
434 Fayetteville St Ste 1860, Raleigh, NC 27601 |
|
91957xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TRG Capital Management, Inc. |
8321 Six Forks Rd #103, Raleigh, NC 27615 |
|
91923xxxx3 |
bmu********@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP |
Michael Delia, Financial Advisor, AAMS®, CFP®, 8309 Six Forks Rd STE 107, Raleigh, NC 27615 |
|
91987xxxx4 |
amy@a*********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Investment Group |
3737 Glenwood Ave Ste 100, Raleigh, NC 27612 |
|
91965xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PCI Properties |
Serving theRaleigh Area |
|
91978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Columbia Ridge Capital Management |
8506 Six Forks Rd, Raleigh, NC 27615 |
|
91967xxxx1 |
bmu****@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Foundry Commercial |
2301 Sugar Bush Rd Ste 220, Raleigh, NC 27612 |
|
91957xxxx0 |
abb********@f****************.com |
2.9 |
12 |
|
|
|
|
670 |
|
798 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Judson, CPA, CGMA, MBA |
4000 Westchase Blvd, Raleigh, NC 27607 |
|
91997xxxx1 |
joh*@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Onecom Properties Brokerage & Property Management |
4801 Glenwood Ave, Raleigh, NC 27612 |
|
91980xxxx6 |
nel***@o***************.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephen Coleman - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx2 |
cyn***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ARIS Wealth Management |
7912 Clover Creek Ct, Raleigh, NC 27613 |
|
80088xxxx6 |
adm**@a*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lifetime Asset and Tax Management |
801 Corporate Center Dr Suite 110, Raleigh, NC 27607 |
|
91984xxxx5 |
ala*@l************.com |
5 |
14 |
|
|
|
|
172 |
11 |
205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Marty Coward, CRPC™ |
3607 Falls River Ave Ste 113, Raleigh, NC 27614 |
|
91979xxxx6 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jayme N Dimitroff |
6500 Creedmoor Rd Ste 106, Raleigh, NC 27613 |
|
91957xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Benson Baxter |
2424 Glenwood Ave, Raleigh, NC 27608 |
|
91957xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trustmark Bank |
2304 Narrawood St, Raleigh, NC 27614 |
|
91956xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carawan Financial Partners |
7000 Harps Mill Rd Ste 201, Raleigh, NC 27615 |
|
91987xxxx1 |
der**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
3605 Glenwood Ave Ste 310, Raleigh, NC 27612 |
|
91964xxxx0 |
abb****@s*****.com |
|
|
|
|
|
|
4770 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lincoln Financial Advisors/ Sagemark Consulting |
4011 Westchase Blvd Ste 100, Raleigh, NC 27607 |
|
91933xxxx0 |
bd4*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John Underhill |
4040 Ed Dr, Raleigh, NC 27612 |
|
91978xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
700 Spring Forest Rd Ste 200, Raleigh, NC 27609 |
|
91987xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nowak Wealth Management Group |
3909 Sunset Ridge Rd #101, Raleigh, NC 27607 |
|
91956xxxx2 |
inf*@w****************.com |
|
|
|
|
|
|
165 |
|
173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Oglesby - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx6 |
cyn***************@a***.com |
|
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greystone Affordable Housing Initiatives |
4025 Lake Boone Trail, Ste 209, Raleigh, NC 27607 |
|
91957xxxx0 |
abe****@g*****.com |
|
|
|
|
4.4 |
33 |
|
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lewis and Associates Capital Advisors |
348 Raleigh St Ste B Holly Springs, NC 27540 |
|
98422xxxx4 |
jsm***@l****************.com |
|
|
|
|
|
|
181 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J T Johnson - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx3 |
and************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
7277 Nc Highway 42 Ste 210, Raleigh, NC 27603 |
|
91966xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hannah McGrath - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx9 |
ada*************@a***.com |
|
|
|
|
|
|
302 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Louise Beck Properties |
319 Providence Rd Chapel Hill, NC 27514 |
|
91940xxxx0 |
ada*@l*******************.com |
4.2 |
250 |
2.1 |
46 |
|
|
239 |
|
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Timothy Rutt - Financial Advisor, Ameriprise Financial Services |
3605 Glenwood Ave Ste 210, Raleigh, NC 27612 |
|
91967xxxx5 |
bis**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Barbara A Kingrey, AAMS™ |
10320 Durant Rd Ste 111, Raleigh, NC 27614 |
|
91984xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
133 |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Millennium Financial |
4030 Wake Forest Rd, Raleigh, NC 27609 |
|
91971xxxx0 |
hop*@a*************************.com |
|
|
|
|
|
|
257 |
8 |
264 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carolina Small Business Development Fund |
3128 Highwoods Blvd Ste 170, Raleigh, NC 27604 |
|
91980xxxx7 |
aba********@c********************.org |
3.4 |
7 |
|
|
|
|
2959 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pendleton Financial |
2607 Oberlin Rd, Raleigh, NC 27608 |
|
91978xxxx7 |
bre***@p*****************.com |
5 |
16 |
|
|
|
|
27 |
|
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freedom Wealth Management |
4000 Westchase Blvd Suite 300, Raleigh, NC 27607 |
|
91978xxxx7 |
joh*********@f*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlantic Investment Management |
4724 Hargrove Rd, Raleigh, NC 27616 |
|
91987xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amercn Exprss Fncl A |
5540 Centerview Dr, Raleigh, NC 27606 |
|
91985xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TradeWinds |
4600 Marriott Dr Suite 200, Raleigh, NC 27612 |
|
98425xxxx2 |
hel**@t*********.global |
5 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sound Financial Management, Inc. |
8362 Six Forks Rd STE 202, Raleigh, NC 27615 |
|
91984xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Perrin Burton |
4300 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx1 |
abc***@f************.com |
|
|
|
|
|
|
12677 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Donna C Winbon |
815 Oberlin Rd Ste 301, Raleigh, NC 27605 |
|
91983xxxx9 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Insight Wealth Solutions, LLC |
7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617 |
|
91957xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Nicholas Hulsey, CFP®|CEPA® |
3700 Glenwood Ave Ste 120, Raleigh, NC 27612 |
|
91989xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Simetra Operator Fund |
101 S Bloodworth St, Raleigh, NC |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bobby Allen |
203 E Whitaker Mill Rd Ste 107, Raleigh, NC 27608 |
|
91983xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miner Wealth Management |
4801 Glenwood Ave Suite 200-05, Raleigh, NC 27612 |
|
91921xxxx3 |
ma**@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capitol Financial Solutions |
8816 Six Forks Rd Suite 301, Raleigh, NC 27615 |
|
91954xxxx0 |
aki**@c****.com |
4.9 |
25 |
|
|
|
|
278 |
6 |
278 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Bank |
4709 Hope Valley Rd Durham, NC 27707 |
|
91949xxxx0 |
aar**********@w*********.com |
3.6 |
34 |
3 |
8 |
|
|
157048 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John Gammons |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx1 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Workplace Options |
2912 Highwoods Blvd Ste 100, Raleigh, NC 27604 |
|
91983xxxx6 |
bob@b**********.com |
|
|
|
|
4.6 |
22 |
|
|
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bill Young |
5620 Six Forks Rd Ste 102, Raleigh, NC 27609 |
|
91932xxxx4 |
a.j*********@e**********.com |
|
15 |
|
|
|
|
|
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AIM Advisors |
421 N Harrington St Suite 630, Raleigh, NC 27603 |
|
91975xxxx1 |
ced*****@a****.com |
5 |
1 |
|
|
|
|
256 |
8 |
262 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Southeast Financial Group, Inc. |
7780 Brier Creek Pkwy Ste 325, Raleigh, NC 27617 |
|
91954xxxx0 |
axx****@s*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charter Wealth Management |
8601 Six Forks Rd, Raleigh, NC 27615 |
|
91959xxxx1 |
bre**@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HRW, Inc. |
4700 Homewood Ct, Raleigh, NC 27609 |
|
91978xxxx0 |
aaz*****@a************.com |
4.6 |
2317 |
|
|
|
|
333982 |
|
332000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Olde Raleigh Financial Group |
3110 Edwards Mill Rd #340, Raleigh, NC 27612 |
|
91986xxxx2 |
ale**********@o***************.com |
5 |
8 |
|
|
|
|
194 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Sean M. Gyger |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx0 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KRS Property Management |
8504 Six Forks Rd # 201, Raleigh, NC 27615 |
|
91974xxxx7 |
inf*@p**********************.com |
4.6 |
18 |
|
|
|
|
360 |
61 |
405 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 |
|
91949xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Investment Companies |
100 E Six Forks Rd #200, Raleigh, NC 27609 |
|
91983xxxx0 |
aba****@c*************.com |
4.7 |
28 |
|
|
|
|
473 |
|
518 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Metro Property Management, L.L.C. |
1100 Logger Ct suite d-102, Raleigh, NC 27609 |
|
91923xxxx8 |
chr***@m*************.com |
3.3 |
47 |
|
|
|
|
230 |
14 |
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J D Gidley - Private Wealth Advisor, Ameriprise Financial Services |
8317 Six Forks Rd Ste 105, Raleigh, NC 27615 |
|
91936xxxx0 |
ali********@a***.com |
|
|
|
|
|
|
691 |
|
691 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brian Beamon |
3724 National Dr Ste 121, Raleigh, NC 27612 |
|
91957xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oak Harbor Wealth Partners |
3101 Glenwood Ave, Raleigh, NC 27612 |
|
91980xxxx5 |
bca*****@o****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William A Bagby - Financial Advisor, Ameriprise Financial Services |
3605 Glenwood Ave Ste 210, Raleigh, NC 27612 |
|
91967xxxx5 |
bis**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wind Chime Wealth Partners - Ameriprise Financial Services |
183 Wind Chime Ct Ste 202, Raleigh, NC 27615 |
|
91932xxxx6 |
bev***********@a***.com |
|
|
|
|
|
|
223 |
4 |
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trustmark National Bank |
4601 Six Forks Rd, Raleigh, NC 27609 |
|
91946xxxx1 |
abc***@t********.com |
|
|
|
|
|
|
9821 |
472 |
10000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Watson Asset Management Group of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anchor Capital Management Company |
505 Oberlin Rd # 210, Raleigh, NC 27605 |
|
91975xxxx2 |
ben@a********.us |
3 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
4509 Creedmoor Rd Ste 101, Raleigh, NC 27612 |
|
80053xxxx9 |
a61****@f*******.com |
3.5 |
8 |
|
|
|
|
328889 |
|
352000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bowers Private Wealth Management |
260 W Millbrook Rd, Raleigh, NC 27609 |
|
98430xxxx8 |
bbo****@b********.com |
5 |
5 |
|
|
|
|
146 |
15 |
152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Blake Cason |
2443 Lynn Rd Ste 114, Raleigh, NC 27612 |
|
91984xxxx5 |
a.j*********@e**********.com |
|
169 |
|
|
|
|
125 |
2 |
127 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Consolidated Asset Management Services |
801 Corporate Center Dr Ste 116, Raleigh, NC 27607 |
|
91974xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91998xxxx0 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Plexus Capital |
4601 Six Forks Rd Ste 528, Raleigh, NC 27609 |
|
91925xxxx0 |
ale*@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adams Financial |
GlenLake Four, 4141 Parklake Ave #120, Raleigh, NC 27612 |
|
91942xxxx0 |
inf*@a******.com |
5 |
1 |
|
|
|
|
202 |
5 |
215 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardinal Capital Management, Inc |
2626 Glenwood Ave #380, Raleigh, NC 27608 |
|
91953xxxx0 |
gan*****@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Collegiate Capital Management |
214 New Bern Pl, Raleigh, NC 27601 |
|
91983xxxx1 |
ago******@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| S. Paul Kanoy |
4300 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx6 |
ada********@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jonathan R Bandy |
1151 SE Cary Pkwy Ste 102, Cary, NC 27518 |
|
91981xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
391 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charleston Management Corporation |
812 Salem Woods Dr Ste 202 Raleigh, NC 27615 |
|
91984xxxx3 |
|
|
|
1.2 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nick Cerullo - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Investment Management |
434 Fayetteville St, Raleigh, NC 27601 |
|
91982xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Preiss Company |
1700 Hillsborough St, Raleigh, NC 27605 |
|
91987xxxx0 |
abi**********@t***.com |
2.3 |
147 |
|
|
|
|
1445 |
279 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Domain Apartments |
4722 Dansey Dr Raleigh, NC 27616 |
|
91920xxxx3 |
hel**@t***************.com |
3.6 |
341 |
1 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Xceptional Society |
7901 4th St, Ste 300, Saint Petersburg, FL 27513 |
|
83396xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Michael A Minotti, CFP® |
5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609 |
|
91985xxxx3 |
acc**********@e**********.com |
|
|
|
|
|
|
79 |
3 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bob Gipp - RBC Wealth Management Branch Director |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx6 |
bob*****@r**.com |
|
|
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gordon Asset Management, LLC |
4721 Emperor Blvd Suite 250, Durham, NC 27703 |
|
91931xxxx0 |
art************@w*******.com |
5 |
2 |
|
|
|
|
30 |
|
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sean Flanigan - Branch Manager, Ameriprise Financial Services, LLC |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Preferred Client Group |
116 N West St, Raleigh, NC 27603 |
|
91945xxxx1 |
and********@p****.com |
|
|
|
|
|
|
127 |
|
129 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NovaQuest Capital Management L.L.C. |
4208 Six Forks Rd #920, Raleigh, NC 27609 |
|
91945xxxx0 |
a.t********@n********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
4700 Falls Of Neuse Rd Ste 275, Raleigh, NC 27609 |
|
83375xxxx3 |
aar*******@e**********************.com |
3 |
2 |
|
|
|
|
18783 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brad McRae Sr |
10320 Durant Rd Ste 111, Raleigh, NC 27614 |
|
91932xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flanders Boggie & Associates - Ameriprise Financial Services, LLC |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx7 |
cyn***************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vraiment Financial |
421 Fayetteville St Ste 1100 Raleigh, NC 27601 |
|
80061xxxx0 |
dal****@v****************.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeff Mc Claugherty - Private Wealth Advisor, Ameriprise Financial Services |
2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607 |
|
91967xxxx0 |
cam*************@a***.com |
|
|
|
|
|
|
171 |
|
178 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elite Management Professionals |
4112 Blue Rdige Rd Ste 100 Raleigh, NC 27612 |
|
91923xxxx0 |
adr*************@e*********.com |
|
|
1 |
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Purrington John V |
4101 Lake Boone Trl, Raleigh, NC 27607 |
|
91957xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H & M Financial Group LLC - LPL Financial |
8309 Six Forks Rd Suite 107, Raleigh, NC 27615 |
|
91987xxxx8 |
chr*************@l**.com |
4.9 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amerity Financial |
4242 Six Forks Rd Suite 1550, Raleigh, NC 27609 |
|
91929xxxx8 |
inf*@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jaime P Molina |
1155 Kildaire Farm Rd Ste 102, Cary, NC 27511 |
|
91946xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jon Lee |
4131 Parklake Ave Ste 525, Raleigh, NC 27612 |
|
91957xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael Kaplan - Financial Advisor, Ameriprise Financial Services |
4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
|
|
|
|
|
|
157 |
2 |
160 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Qualified Retirement Plan Services Inc |
2724 Discovery Dr Ste 100, Raleigh, NC 27616 |
|
91978xxxx1 |
ben*@q***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jensen Financial Group |
4004 Barrett Dr, Raleigh, NC 27609 |
|
91982xxxx4 |
jen*********************@d*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mynd Property Management Raleigh-Durham NC |
421 Fayetteville St Suite 1100, Raleigh, NC 27601 |
|
83336xxxx3 |
aar*********@m***.co |
4.3 |
494 |
|
|
|
|
16 |
|
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trillium Square Advisors LLC |
2840 Plaza Pl #210, Raleigh, NC 27612 |
|
91982xxxx8 |
inf*@t*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marsh Capital Management |
1029 Hunting Ridge Rd Unit-C, Raleigh, NC 27615 |
|
91940xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael Patti |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx1 |
bro*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Resource Management |
211 E Six Forks Rd # 118, Raleigh, NC 27609 |
|
91985xxxx8 |
bec**@f****.com |
|
|
|
|
5 |
14 |
|
|
119 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Drew C Steffens |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Secrest, Edward B, AGT |
7780 Brier Creek Pkwy, Raleigh, NC 27617 |
|
91954xxxx0 |
ese*****@s*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investors Management Corporation |
5151 Glenwood Ave, Raleigh, NC 27612 |
|
91988xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James M Richardson - Private Wealth Advisor, Ameriprise Financial Services |
3605 Glenwood Ave Ste 210, Raleigh, NC 27612 |
|
91967xxxx5 |
bis**********@a***.com |
|
|
|
|
|
|
154 |
|
161 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Dwight P Carson, CRPC™ |
7277 Nc 42 Hwy Ste 210, Raleigh, NC 27603 |
|
91966xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
168 |
2 |
171 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hatteras Investment Partners |
|
|
91984xxxx4 |
cli**********@h*********.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Principal Financial Group |
4141 Parklake Ave Ste 450, Raleigh, NC 27612 |
|
91983xxxx0 |
a.m**@p********.com |
3.4 |
9 |
|
|
|
|
68203 |
254 |
70000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BPG Management |
2700 Sumner Blvd Ste178 Raleigh, NC 27616 |
|
91987xxxx0 |
cga****@b**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carson Wealth |
555 Fayetteville St 3rd floor, Raleigh, NC 27601 |
|
91921xxxx1 |
aan******@c***********.com |
|
|
|
|
|
|
2059 |
53 |
2300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Capital Manageme |
3101 Glenwood Ave Ste 303, Raleigh, NC 27612 |
|
91985xxxx0 |
bi**@f******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Geoffrey C Raynor |
1 Glenwood Ave Ste 4-102, Raleigh, NC 27603 |
|
91934xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trust Co of North Carolina |
100 W Chatham St, Cary, NC 27511 |
|
91955xxxx6 |
inf*@t*************.com |
|
|
|
|
|
|
503 |
|
508 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Capitol Group - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91978xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
3737 Glenwood Ave, Raleigh, NC 27612 |
|
91978xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gate Key Financial |
4900 Thornton Rd STE 109, Raleigh, NC 27616 |
|
80140xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crosspoint Investments |
5505 Creedmoor Rd, Raleigh, NC 27612 |
|
91957xxxx7 |
|
4 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Waylon L Iddings |
5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609 |
|
91998xxxx0 |
a.j*********@e**********.com |
4.4 |
5 |
|
|
|
|
|
|
40 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carter Realty |
1610 Glenwood Ave Ste 1610 Raleigh, NC 27608 |
|
91982xxxx2 |
|
|
|
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gipp, Bob, MBA |
3800 Glenwood Ave, Raleigh, NC 27612 |
|
91957xxxx6 |
bob*****@r**.com |
|
|
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Denise M Hanrahan |
8480 Honeycutt Rd Ste 200, Raleigh, NC 27615 |
|
91932xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Geoffrey Bell |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx4 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| M & A Investment Company |
4800 Falls Of Neuse Rd, Raleigh, NC 27609 |
|
91987xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Private Wealth Management |
9208 Falls Of Neuse Rd, Raleigh, NC 27615 |
|
91972xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New Urban Residential |
4242 Six Forks Rd Suite 1550, Raleigh, NC 27609 |
|
98422xxxx6 |
|
3 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
