Business List: Financial Planner in Harris County, TX, USA

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Frost Bank 3304 W Sam Houston Pkwy S, Houston, TX 77042 71338xxxx0 a.-*************@f********.com 3.8 18 154927 2356 158000
Granite Harbor Advisors 10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064
83246xxxx9 aus***@g************.com 5 23 94 2 105
Merrill Lynch Financial Advisor Patrick L Elkins 800 Capitol St, Houston, TX 77002
71365xxxx3 ann********@m*.com
Houston Asset Management, Inc. 1800 West Loop S Ste 1980, Houston, TX 77027
71362xxxx4 bfr****@h***************.com 5388 47 5500
Sergio Weitzman - Private Wealth Advisor, Ameriprise Financial Services 2100 West Loop S Ste 675, Houston, TX 77027
71395xxxx0 dns*****@a***.com
Carl F. Vincent and Associates - Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com 240 251
Thomas E Novosad - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx4 cla***********@a***.com 111
Osgood & Associates, P.C. 12 Greenway Plz Ste 1100, Houston, TX 77046
71342xxxx9 inf*@o**********.com 238
Buckingham Strategic Wealth 2415 Sunset Blvd Houston, TX 77005
71349xxxx0 ada***@b****************.com 558 6 652
Family Heritage Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027 71395xxxx9
Merrill Lynch Financial Advisor Suzette H Tejeda 800 Capitol St, Houston, TX 77002
71365xxxx5 ban********************@m*.com
Merrill Lynch Financial Advisor Bryan Azadian Leonard 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Edward Jones - Financial Advisor: Gilberto R Pena, CFP® 7102 W Sam Houston Pkwy N Suite 215, Houston, TX 77040
71385xxxx1 acc**********@e**********.com 124
Edward Jones - Financial Advisor: David Zian 11767 Katy Fwy Ste 490 Houston, TX 77079
71346xxxx7 a.j*********@e**********.com 86761 98000
Sheets Smith Investment Management 5600 NW Central Dr Ste 221 Houston, TX 77092
34686xxxx6 cbo****@s************.com
Merrill Lynch Financial Advisor Jared Holden 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 ale*********@m*.com
Wells Fargo Advisors 3601 Eastex Fwy, Houston, TX 77026 71321xxxx0
Frost Bank Financial Center 2715 Fm 1960 Rd, Houston, TX 77073
71338xxxx0 a.-*************@f********.com 154925 2360 158000
Prota Financial 1980 Post Oak Blvd Ste 100 Houston, TX 77056
71356xxxx1 inf*@p*************.com 157 159
Ace Accounting Services 8124 Long Point Rd, Houston, TX 77055
28197xxxx9 inf*@a**************.com 4 1
Mary Jane Dixon CPA CFP CSA 16830 Royal Crest Dr, Houston, TX 77058
28148xxxx4 dom************@h***.com 5 2 5 1
Sofia Hernandez - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
50387xxxx9 art**********@t*******.com
Edward Jones - Financial Advisor: Eric C Simon, CRPC™ 1225 North Loop W Ste 110, Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 40
John Scarborough Houston Financial Advisor Houston, TX 77027 34676xxxx1 4.5 8 5 17 101
Edward Jones - Financial Advisor: Keaton Hineman 221 Simonton St Conroe, TX 77301
93670xxxx3 a.j*********@e**********.com 5 1
Park Place Financial 6750 W Loop S Suite 825, Bellaire, TX 77401
71366xxxx4 cma****@p*****************.co 4.7 14
Americana Partners 811 Louisiana St Suite 2420, Houston, TX 77002
71342xxxx2 ako****@a****************.com 98
Merrill Lynch Financial Advisor Chad H O'Donnell 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 bro*********@m*.com
JAG Argueta 2100 Travis St St 650 Ste 650 Houston, TX 77002
71323xxxx2 bia***@j*****.com 5 58 1 1 5 15 625
Jay Gazzier - Branch Manager, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx7 car***********@a***.com
Gessner Wealth Strategies 1717 Saint James Pl, Houston, TX 77056
71358xxxx8 cta****@g**********************.com 246
Ameriprise Financial Advisors 5120 Woodway Dr Ste 10016 Houston, TX 77056 71397xxxx0
Mission Wealth 5444 Westheimer Rd Ste 1000 Houston, TX 77056
28132xxxx6 ach****@m************.com
Edward Jones - Financial Advisor: Liz Harden 5810 Wilson Rd Ste 240 Humble, TX 77396
28174xxxx4 a.j*********@e**********.com 5 1
WealthKeepers Inc 50 Briar Hollow Ln, Houston, TX 77027 71346xxxx9
Charles Schwab 700 Town And Country Blvd, Houston, TX 77024
71346xxxx0 aar********@s*****.com 265164 138 277000
Independent Financial 4040 Washington Ave, Houston, TX 77007
71333xxxx0 adm**@i*********.com 2.5 8 3289 518 3400
Merrill Lynch Wealth Management 15375 Memorial Dr, Houston, TX 77079
28149xxxx4 ale*********@m*.com
Edward Jones - Financial Advisor: Loryn Woodard 14800 Saint Marys Ln Ste 101, Houston, TX 77079
71326xxxx0 a.j*********@e**********.com 81
Wells Fargo Advisors 9577 Jones Rd, Houston, TX 77065 28189xxxx7
Edward Jones - Financial Advisor: Nico E Ditges 4306 Yoakum Blvd Ste 250 Houston, TX 77006
71380xxxx2 a.j*********@e**********.com 85927 95000
Sun Life Financial 440 Louisiana St, Houston, TX 77002
71323xxxx0 aar*********@s******.com 9483 9500
Signature Wealth Management - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
71365xxxx3 abc***@u**.com
The College Money Guys 2000 N Lp W Ste 200 Houston, TX 77018
71342xxxx0 inf*@t******************.com 4.7 33 5 3
Houston Financial Wealth Management 2900 N Loop W, Houston, TX 77092
71388xxxx3 ale*********@v*****.com
Wells Fargo Bank 1350 W 43rd St Houston, TX 77018
71368xxxx0 aar**********@w*********.com 2.8 69 2.3 14
Felicia Boudreaux - State Farm Insurance Agent 14901 SH 249 Ste 105 Houston, TX 77086
71346xxxx7 fel****@f***************.com 3.4 5 162 15
Ryan Firth - Mercer Street Financial 6750 West Lp S Ste 725 Bellaire, TX 77401
34670xxxx0 inf*@m*******.com
Elton Wong - Associate Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx3 all********@a***.com 555 2 591
Anthony Y. Choy & Co. CPA 6600 Sands Point Dr Ste 288 Houston, TX 77074
71398xxxx2 cpa@a**********.com 5 1 290786 118 187
Edward Jones - Financial Advisor: Arlis K Steel 6204 Hwy 6 Missouri City, TX 77459
28140xxxx9 a.j*********@e**********.com 5 10 5 1 244
Legacy Asset Management Inc 1800 West Loop South, Suite 1980, Houston, TX 77027
71362xxxx4 bfr****@h***************.com 5388 47 5500
Edward Jones - Financial Advisor: Dat D Dao 5718 Westheimer Rd Ste 1425, Houston, TX 77057
71397xxxx2 a.j*********@e**********.com 22
The Gulf Coast Group - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx0 abc***@u**.com
Bookkeeping-Results 5680 Hwy 6 Ste 129 Missouri City, TX 77459
71389xxxx8 bar***********@b******************.com
Bay Area Private Wealth Group 1002 Gemini St Ste 122, Houston, TX 77058
71394xxxx9 jac********@e********.com
Sallie Teninbaum - Ameriprise Financial Services 5151 San Felipe St Ste 2100 Houston, TX 77056
71326xxxx4 dns*****@a***.com 5 1
Pennington, Darrell, AGT 11 Greenway Plz, Houston, TX 77046
71333xxxx2 all********@a***.com 555 2 591
Frost Bank 8502b Main St, Houston, TX 77025
71338xxxx0 a.-*************@f********.com 4 9 155028 6
Thrasher & Associates, PC 3200 Southwest Fwy Ste 2150 Houston, TX 77027
71359xxxx9 car*@t**********.com 5 1
Ameriprise Financial Advisors 10375 Richmond Ave Ste 600 Houston, TX 77042 71326xxxx0
Scott Waltmon - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71385xxxx2 sco**********@r**.com
ObamaCare Enrollment Center/ World System Builder 2500 E T C Jester Blvd Ste 242, Houston, TX 77008
28181xxxx6 inf*@a*********.com
Darrell Rosenthal, CIMA, CDFA - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx6 abc***@u**.com
Cray Martin - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx0 abc***@u**.com
Sabonghy David 11 Greenway Plz Ste 3000, Houston, TX 77046 71333xxxx6
AAA Houston Insurance and Member Services 3307 Sage Rd, Houston, TX 77056
87731xxxx2 aaa************@n*******.aaa 4 262 2.3 46
Kim Latimer - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
Outlook Wealth Advisors 1300 Rollingbrook Dr Ste 610 Baytown, TX 77521
28187xxxx5 ada**@o************.com 5 6 285
Brent Garrett - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx4 dra*******@r**.com 678 819
Edward Jones - Financial Advisor: Buddy Bailey 3201 Kirby Dr Ste 402 Houston, TX 77098
71352xxxx6 a.j*********@e**********.com 3.7 3
Healthcare Consultants 5920 Star Ln Houston, TX 77057
71344xxxx4 con*******@a*********.com 5 2 2314 161 2600
Pete Goudeau III - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83240xxxx1 dns*****@a***.com 278 281
Ameriprise Financial Advisors 3050 Post Oak Blvd Houston, TX 77056
71355xxxx0 ant*******@a***.com 132794 134000
Linscomb & Williams 1333 West Loop S Ste 1500, Houston, TX 77027
71384xxxx0 aba*****@l****************.com 5 2
Edward Jones - Financial Advisor: Barry Dvoracek 11767 Katy Fwy Ste 490 Houston, TX 77079
28158xxxx4 a.j*********@e**********.com
TIAA Financial Services 6400 Fannin St Suite 2450/24th Floor, Houston, TX 77030
86684xxxx1 acc******************@t***.org 3.4 5 90968 507 91000
Myrna Agris - Morgan Stanley 717 Texas St Ste 3050, Houston, TX 77002
71390xxxx2 acc**********@m************.com 4 2 384 393
Merrill Lynch Wealth Management 600 Travis St, Houston, TX 77002
71363xxxx3 and*************@m*.com
Safeguard Financial Services 11011 Richmond Ave Ste 183 Houston, TX 77042
34676xxxx1 joh*@s**************.com 5 4
Smart Advisor 708 Main St Houston, TX 77002 20353xxxx8
Wells Fargo Advisors 2494 Highway 6 S, Houston, TX 77077 28125xxxx0
Matthew Kardesch - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx3 and*************@a***.com 191 190
Jeffrey Keown - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83238xxxx6 dns*****@a***.com
Financial Advisor in Houston
Frost Bank 13191 Northwest Fwy, Houston, TX 77040 71338xxxx0 a.-*************@f********.com 4 29 154927 2356 158000
Tanglewood Legacy Advisors, LLC 1 Riverway Ste 1550, Houston, TX 77056
71359xxxx9 aga******@f*********.com
Crystal Garrett - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 abi**************@a***.com 470 540
Retirement Planners of Texas 12600 N Featherwood Dr Suite 120, Houston, TX 77034
83291xxxx0 ale******@r************.com 4 4
Bank of Texas 12255 Westheimer Rd, Houston, TX 77077
71357xxxx6 al**@b**********.com 4.2 62 6275 6400
Diane Halloway CPA/PFS, CFP 16850 Royal Crest Dr, Houston, TX 77058
28148xxxx8 4.2 6 3.7 3
The Financial Advisory Group Inc 5599 San Felipe St Ste 900A, Houston, TX 77056
71362xxxx0 adv*****@f**********.com 5 2
Merrill Lynch Financial Advisor Christiane Copeland 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 ale*********@m*.com
Wealth Enhancement Group - San Felipe St 5599 San Felipe St Houston, TX 77056
71362xxxx0 aba****@w****************.com 5 2
Edward Jones - Financial Advisor: Danielle J. Bily 503 Fm 359 Rd Ste 150 Richmond, TX 77406
28134xxxx4 a.j*********@e**********.com 5 3 5 2
Branson Fowlkes & Company, Inc. 19 Briar Hollow Ln Ste 130, Houston, TX 77027
71378xxxx6 djo***@b*************.com
Edward Jones - Financial Advisor: Matt Albright 2 Greenway Plz Ste 130 Houston, TX 77046
71355xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Madison Duxbury 24002 US-59 Kingwood, TX 77339
28135xxxx7 a.j*********@e**********.com 48 2
PlainsCapital Bank 2925 Richmond Ave Ste 200 Houston, TX 77098
71374xxxx1 aac****@p************.com 4 2 3843 209
Duhon Wealth Management Pearland, TX 77584
71390xxxx0 baf*****************************@s*****.wixpress
Frost Bank 2982 Fulton St, Houston, TX 77009
71338xxxx0 a.-*************@f********.com 4.3 4 155028 17 2
Attune Financial Advisors 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx7 wms**********@r**.com 12797
Edward Jones - Financial Advisor: Orion Mitchell 5400 Bellaire Blvd Ste L Bellaire, TX 77401
71366xxxx0 a.j*********@e**********.com
Wells Fargo Advisors 14600 Katy Fwy, Houston, TX 77079 28149xxxx0 3
Petrus Retirement Planning 440 Louisiana St #900, Houston, TX 77002
83273xxxx0 4.9 103
The Fitzpatrick Group 1800 West Loop South St Ste 1800 Houston, TX 77027
71396xxxx0 aca*****@f******.com
Nancy Tellez - Thrivent 2424 Wilcrest Dr Ste 102, Houston, TX 77042
71372xxxx4 art**********@t*******.com
Merrill Lynch Financial Advisor Stephen W Roberts 800 Capitol St, Houston, TX 77002
71365xxxx0 ann********@m*.com
Wealth Design Group 3040 Post Oak Blvd Ste 400 Houston, TX 77056
28122xxxx0 ala***********@w****************.net
Herzog Investment Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 joh*******@c*.rbcwealthmanagement
Wells Fargo Advisors 5625 Fm 1960 Rd W, Houston, TX 77069 28144xxxx0
Candace McCormack - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx3 can**************@a***.com
Wealth Creation Concepts 12727 Featherwood Dr Ste 119, Houston, TX 77034
28148xxxx2
Blue Trust | Houston Financial Advisors 952 Echo Ln # 430, Houston, TX 77024
71346xxxx0 aar********@b********.com 5 4 174 12 256
Edward Jones 1001 Pineloch Dr Ste 550, Houston, TX 77062
28121xxxx7 a.j*********@e**********.com 160 164
Wells Fargo Advisors 825 Town And Country Ln, Houston, TX 77024 34630xxxx2 and**********@w*****************.com 188697 190000
Vincent, Carl 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 ame******************@a***.com 132690 134000
Edward Jones - Financial Advisor: Kimson H Cao 5311 Kirby Dr Ste 100 Houston, TX 77005
71394xxxx0 a.j*********@e**********.com
TIAA Financial Services 6400 Fannin St Suite 2450/24TH Ste 2400 Houston, TX 77030
86684xxxx1 acc**********@t***.org 2 1 90938 529 91000
Professional Association of Retirement Planners 16211 Avenplace Rd Tomball, TX 77377
83298xxxx0 *ar*@p*********.com
Tiras Wealth Management - Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 abi**************@a***.com 470 540
Wealth Standard Financial 4101 Greenbriar Dr #236, Houston, TX 77098
71395xxxx7 joe*@w**********************.com 5 1
Allstate Personal Financial Representative: Mouzzam Abbasi 7915 Cypress Creek Pkwy Ste 235, Houston, TX 77070
83268xxxx0 a****00@a*******.com
Texas 1st Wealth Management 340 N Sam Houston Pkwy E Ste 165S, Houston, TX 77060 28144xxxx9
Edward Jones - Financial Advisor: Christyna S Lewis 3310 Katy Fwy #330, Houston, TX 77007
83228xxxx6 acc**********@e**********.com 49 6 52
Scott Bowers - Financial Advisor, Ameriprise Financial Services, LLC 800 Bering Dr # 105, Houston, TX 77057
71340xxxx2 ari*********@a***.com 5 1
Ahlers & Stoll Wealth Management 15311 Vantage Pkwy W. Suite 160, Houston, TX 77032
28199xxxx3 asa****@h****.net
Wells Fargo Advisors 22515 State Highway 249, Houston, TX 77070 28125xxxx0
Wells Fargo Advisors 2799 Fulton St, Houston, TX 77009 71322xxxx8
Capitalwise Wealth Management 802 W 17th St Unit 200, Houston, TX 77008
71340xxxx9 con******@c**********.com 5 11 7
Rapid Settlements LTD 5051 Westheimer Rd Ste 1875, Houston, TX 77056 71385xxxx0 3.5 8
Provident Financial Planning, LLC
88875xxxx4 inf*@p**********.com 5 1
Merrill Lynch Financial Advisor Madison Spahr 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Khan, Rosin & Associates - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx3 cha**********@a***.com
Galene Financial - M.Sachs, R. Dickson, CFP, MBA, & Dr. A. Williams, DBA, MBA 520 Post Oak Blvd # 780, Houston, TX 77027
71348xxxx2 awi******@g**************.com
Ann Hundl - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
97954xxxx5 ann******@a***.com 55
Abraham Sobarzo Capital Management - Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx6 cla*********@c************************.com
Advisors Financial Group 4848 Loop Central Dr Ste 1005 Houston, TX 77081
71365xxxx2 bbe******@c*********************.com
Bur Oak Wealth Management
83281xxxx4 ale*************@b*******.com 5 3
Asset Growth Associates - Houston 11111 Katy Fwy Suite #910, Houston, TX 77079
71362xxxx7 aud***@s***************.com
Wells Fargo Advisors 5311 Weslayan St, Houston, TX 77005 71366xxxx2
Aspire Wealth Advisors 1250 Wood Branch Park Dr Ste 600, Houston, TX 77079
ade********@n*.com 41
Brian Dobrava - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
83228xxxx2 adm**@d***********.com
Merrill Lynch Wealth Management 17225 El Camino Real Ste 200, Houston, TX 77058
28121xxxx0 ale*********@m*.com 3 2
Joseph Shemenski - Raymond James Houston, TX 77079
28167xxxx0 aar************@r***********.com 17482 18000
Fairway Independent Mortgage Corporation 3311 Richmond Ave Ste 329 Houston, TX 77098
71352xxxx3 cus************@f********.com 4.7 33
Financial Planner Houston 9307 Broadway Ste 325 Pearland, TX 77584 71393xxxx7
Matt Catron - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx6 cha**********@a***.com
Edward Jones - Financial Advisor: Roy Salas 903 Fm 518 Rd Ste E Kemah, TX 77565
83286xxxx5 a.j*********@e**********.com
Vision Based Planning 3310 Katy Fwy Ste 340 Houston, TX 77007
71344xxxx2 ali*******@v******************.com
Outlook Wealth Advisors 224 Ed English Dr Ste A Shenandoah, TX 77385
28187xxxx5 ada**@o************.com 3.7 9 3.3 4
Edward Jones- Financial Advisor: Richard Davis 28533 Spring Trails Rdg Ste 230 Spring, TX 77386
28135xxxx2 a.j*********@e**********.com
OneHouston Financial 2900 N Loop W #810, Houston, TX 77092
83254xxxx0 bgo****@o******************.com
Independent Financial 1051 Cypress Creek Pkwy, Houston, TX 77090
71360xxxx0 adm**@i*********.com 3 6 3289 518 3400
Bitcoin Depot ATM Houston, TX 77061 67843xxxx4
Edward Jones - Financial Advisor: Michael A Cevallos 102 W 2nd St Deer Park, TX 77536
28147xxxx4 acc**********@e**********.com
Solid As Kept Sugar Land, TX 77478
71357xxxx5 mrj***********@g****.com 5 1
Frost Bank 628 E 11th St, Houston, TX 77008
71338xxxx0 a.-*************@f********.com 5 4 6 16 8
Edward Jones - Financial Advisor: Jeiccy J Hakim 9525 Katy Fwy Ste 122 Houston, TX 77024
71346xxxx1 acc**********@e**********.com 85 86
The Friedman-Sepolio Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 rbc*********@r**.com 243 249
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 1100
Ameriprise Financial 1560 Bay Area Blvd, Houston, TX 77058
28128xxxx0 ame******************@a***.com 132690 134000
Brad Bishop - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx0 abc***@u**.com
Jacobson Jarvis 2060 N Lp W Ste 130 Houston, TX 77018 71327xxxx1
Simone Shammai - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx1 abc***@u**.com
Houstonian 4001 Tanglewilde St Apt 702, Houston, TX 77063 83257xxxx2 aai***@h*********.com 1 1
Leigh-Erin Houston, TX 77002
28176xxxx5 inf*@l*********.com 5 5
Wes Pruitt - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx5 dra*******@r**.com 678 819
Cerity Partners 4900 Woodway Dr Ste 550 Houston, TX 77056
71362xxxx1 aad***@c*************.com
Safe Money with Scott Mann 1717 Saint James Place #365, Houston, TX 77056
71338xxxx7 inf*@s*********************.com 4.9 33
Matthew Miller - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx8 dns*****@a***.com
Pls Loan Store 12601 Westheimer Rd, Houston, TX 77077
28159xxxx4 aar**@p*****.com 4.5 694 3.1 247 11615 705 11000
Elizabeth Gillean Lockwood - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx1 alb************@u**.com
Edward Jones - Financial Advisor: Shawn Nicol 5000 Bissonnet Bellaire, TX 77401
71366xxxx5 a.j*********@e**********.com 5 1 87358 99000
Steven Kalmus - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 4 1100
Nena Brackett - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Houston Wealth Management 1035 Dairy Ashford St #222, Houston, TX 77079 28137xxxx0 adm**@h********.com
RBC Wealth Management Branch - Houston Memorial 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0
Frost Bank 7502 Westheimer Rd, Houston, TX 77063 71338xxxx0 a.-*************@f********.com 3.4 16 154927 2356 158000
Merrill Lynch Financial Advisor Matthew C Jewell 800 Capitol St, Houston, TX 77002
71365xxxx7 ali*************@m*.com
Ameriprise Financial Advisors 840 Gessner Rd Ste 210 Houston, TX 77024 71346xxxx0
Synergy Wealth Partners 600 N Shepherd Dr Suite 200 Houston, TX 77007
71333xxxx9 joh*******@s*****.com
Critt Walton - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71386xxxx2 rbc*********@r**.com 14758 16000
Financial Synergies Wealth Advisors, Inc. 4400 Post Oak Pkwy Ste 200, Houston, TX 77027
71362xxxx0 act****@f*****.com 4.5 14 5 2 9
Wealth Development Strategies 4203 Montrose Blvd Fl 5 Houston, TX 77006
71356xxxx0 abi***********@w**************************.com 5 1
Lone Star Financial Services 1415 North Loop W Ste 950 Houston, TX 77008 83270xxxx0
Parikh Financial 8727 Leycrest Rd, Houston, TX 77028
83264xxxx5 adm**@p**************.com 4.6 11
Merrill Lynch Financial Advisor Joe Guillory 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Frost Bank 1234 Clear Lake City Blvd, Houston, TX 77062 71338xxxx0 a.-*************@f********.com 154927 2356 158000
Principal Financial Group 1900 W Loop S Ste 650-A, Houston, TX 77027
71378xxxx8 a.w*****@w***************.com 3 255 509 269
ED Hardy Tax Services 3724 Cypress Creek Pkwy Ste 300j, Houston, TX 77068
28144xxxx8
Shashin Vora - Financial Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
71358xxxx4 ali***********@a***.com
Creative Planning 1790 Hughes Landing Blvd Ste 400 The Woodlands, TX 77380
86627xxxx8 a.j******@c***************.com 6345 125 7200
The Marvel Firm 1824 Spring St, Houston, TX 77007
83276xxxx5 bri**@t******************.com 5 1
Horizon Wealth Advisors 2603 Augusta Dr Ste 1400, Houston, TX 77057
71374xxxx0 cha****@h***************.com 116 2 114
Kingwood Investment Group 22001 Northpark Dr Ste 245 Kingwood, TX 77339
28135xxxx0 chr**************@t*****.com
Strategic Financial Group 3 Greenway Plz #1500, Houston, TX 77046 71340xxxx0 bra**@m*********.com 3.5 11
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 4 1100
Wells Fargo Advisors 3981 Barker Cypress Rd, Houston, TX 77084 28185xxxx9 6
Gary Wurl - Centric Advisors 13231 Champion Forest Dr Ste 311A Houston, TX 77069
28181xxxx4 dja**@c*************.com 5 4 5 9 854 42 888
Securance Corporation 10205 Westheimer Rd Ste 1100 Houston, TX 77042
71397xxxx6 aar******@s************.com 4.8 32 172 63 176
Jeffrey Bibler - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
Merrill Lynch Financial Advisor Marcus P. Malonson 800 Capitol St, Houston, TX 77002
71365xxxx5 bro*********@m*.com
Matthew Shaw - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx4 dns*****@a***.com 59
Edward Jones - Financial Advisor: Marcelo Fallick 2600 S Gessner Rd Ste 102 Houston, TX 77063
71397xxxx7 a.j*********@e**********.com 5 3
Freedom Day Solutions 8401 Westview Dr, Houston, TX 77055
71378xxxx8 c18*****************************@s*****.wixpress
Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx7 alb************@u**.com
Edward Jones 17131 Westheimer Rd, Houston, TX 77082 28156xxxx7 a.j*********@e**********.com 87347 99000 5 1
Edward Jones - Financial Advisor: Karen Hollingsworth 2126 Bay Area Blvd, Houston, TX 77058
28128xxxx1 a.j*********@e**********.com 87358 99000 1 1
Merrill Lynch Financial Advisor Jeffrey D Mccurry 800 Capitol St, Houston, TX 77002
71365xxxx2 bro*********@m*.com 5 1
GGC Group 6601 S Braeswood Blvd Houston, TX 77096
83226xxxx4 jon*****@g***********.com 247 73 265
Beacon Financial Planning 2525 Robinhood St, Houston, TX 77005
28195xxxx2 aca****@b**********************.com
Albert Okagbue, CPA 2616 S Lp W Ste 602 Houston, TX 77054
83284xxxx5 alb***@o*********.com 4.3 6 5 20 339 342
Alex Swisher - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 ale*********@a***.com 1102 4 1100
David Moss - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 dav*******@a***.com
Ameriprise Financial Advisors - Uliva & Associates 10375 Richmond Ave Ste 1368 Houston, TX 77042 71360xxxx0
Edward Jones - Financial Advisor: Robert A Sitton 18455 W Lake Houston Pkwy, Ste 150 Humble, TX 77346
28181xxxx4 a.j*********@e**********.com 5 1 326 330
Brian Brown - Financial Advisor at NM 1 Riverway Ste 900 Houston, TX 77056
71326xxxx5 ann********@n*.com 78
Ameriprise Financial Services, Inc. Financial Advisor: Markos J Pappas 3605 Katy Fwy Suite 105, Houston, TX 77007
71349xxxx0 ant*******@a***.com 3 2
DSA Financial Group 3200 Southwest Fwy Ste 3300 Houston, TX 77027
28172xxxx1 bas**@d****************.com
Lancaster Wealth Management 19500 State Highway 249, Houston, TX 77070 28188xxxx5 5 1
Sterling Total Wealth Solutions 2202 Timberloch Pl Ste 100 The Woodlands, TX 77380
28171xxxx9 inf*@y******************.com 5 5 81 4 91
William Charles Stratton - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Kingsley K Davis - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83235xxxx9 dns*****@a***.com
Edward Jones - Financial Advisor: Kent A Beard, AAMS™ 1500 S Dairy Ashford Rd Ste 101, Houston, TX 77077
28149xxxx5 a.j*********@e**********.com 87346 99000
Edward Jones - Financial Advisor: Deborah D Saurage 5538 S Peek Rd Katy, TX 77450
28137xxxx5 a.j*********@e**********.com 1 1 101
Financial Advisor Houston 8588 Katy Fwy # 320, Houston, TX 77024
71366xxxx0 4.5 8 99 102
Baird Fixed Income Capital Markets 1331 Lamar St #1360, Houston, TX 77010
71323xxxx0 aac*****@r******.com 7945 923 8460
Frost Bank 600 W Sam Houston Pkwy N Ste 730, Houston, TX 77024 71338xxxx0 a.-*************@f********.com 154927 2356 158000
Chiron Financial LLC 1301 Mckinney St, Houston, TX 77010
71392xxxx0 ala*****@c************.com
Edward M Gardner 2519 South Blvd Ste 100, Houston, TX 77098
71394xxxx0 ed@e***************.com 290 15 5 7
Frost Bank 8360 Long Point Rd, Houston, TX 77055
71338xxxx0 a.-*************@f********.com 4.1 9 155061 2 157000
Allstate Personal Financial Representative: James Simmons 550 Westcott St Ste 445, Houston, TX 77007
71341xxxx7 a****00@a*******.com
Morgan Stanley Wealth Management 1301 Mckinney St, Houston, TX 77010
71365xxxx0 aar***********@m***********************.com 5 1
Harwin Income Tax & Insurance 5700 S Gessner Rd Ste E1 Houston, TX 77036 83280xxxx3 4.2 5 4 1
Rick S. Friedman - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 rbc*********@r**.com 243 249
Frost Bank 13630 East Fwy Ste 300, Houston, TX 77015
71338xxxx0 a.-*************@f********.com 4.2 5 5 7 6
Robert Ware - World Financial Group 10700 Richmond Ave Suite 107 Houston, TX 77042
97280xxxx6 dns******@a*******.com
Wells Fargo Advisors 600 Travis St, Houston, TX 77002 71322xxxx0 a-w***************@w*****************.com 188361 189000
InfiniteYou: Life Insurance Solutions 2800 Post Oak Blvd Ste 4100 Houston, TX 77056
71358xxxx8 joh*******@i**************.com 5 3
Dale R Scofield - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 3 1100
CORDA Investment Management, LLC 8955 Katy Fwy Ste 200, Houston, TX 77024 28140xxxx1
Wealth Development Strategies, LLC 3555 Timmons Ln Suite 910, Houston, TX 77027
71381xxxx3 abi***********@w**************************.com 5 4
Edward Jones - Financial Advisor: Mark A Magee 14800 Saint Marys Ln Ste 101, Houston, TX 77079
71326xxxx0 a.j*********@e**********.com 87346 99000
Gene Theobald - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71365xxxx9 wms**********@r**.com 14758 16000
Outlook Wealth Advisors 20333 Highway 249 Ste 200 Houston, TX 77070
28120xxxx6 ada**@o************.com 290
Dream Credit Restoration 9898 Bissonnet St., houston, TX 77036
83269xxxx6 Buy*****@D***********.com
Scott & Associates 2040 N Loop W, Houston, TX 77018 71395xxxx5 1.6 7
BTN Partnership - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx2 alb************@u**.com
Edward Jones - Financial Advisor: Phil Graiff 5629 Fm 1960 Rd W Ste 310, Houston, TX 77069
28144xxxx9 a.j*********@e**********.com 30
Edward Jones - Financial Advisor: Benjamin T Canfield 757 N Eldridge Pkwy Ste 770, Houston, TX 77079
71398xxxx0 a.j*********@e**********.com 5 9 87346 99000
Merrill Lynch Financial Advisor Blake A Fox 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Rashonner Lillie - Private Wealth Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
83237xxxx6 cor***********@a***.com 564
Edward Jones - Financial Advisor: Matthew D Spradley 3709 Center St Ste B Deer Park, TX 77536
28147xxxx7 acc**********@e**********.com 5 2
Merrill Lynch Financial Advisor Patricia Wenzel 800 Capitol St, Houston, TX 77002
71365xxxx9 ann********@m*.com
Inwood Wealth Advisors - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx5 abc*******@u**.com
Wells Fargo Advisors 12859 Kimberley Ln, Houston, TX 77024 71346xxxx7
Concert Financial Planning, LLC 2950 N Loop W, Houston, TX 77092
71380xxxx2 con****@c**************.com
Next Step Financial Transitions 118 Vintage Park Blvd W734, Houston, TX 77070
83285xxxx5 lel***@n*********************.com 304 351
Dana Bives - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
51269xxxx6 dan*******@a***.com 260 8 252
PLS Financial 6237 Bellaire Blvd, Houston, TX 77081 71377xxxx6 aar**@p*****.com 4.5 736 3.1 247 11617 704 11000
Harry Christopher III - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx4 abc***@u**.com
Edward Jones - Houston Financial Advisor - Bill Thorne 14745 Memorial Dr Houston, TX 77079
28158xxxx4 a.j*********@e**********.com 5 87358 99000
Houston First Financial Group 6300 W Loop S Suite 406, Bellaire, TX 77401
71380xxxx6 chi***************@c**************.com 198 4 199
Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx2 abc***@u**.com
My Retirement Edge 1415 Antigua Ln, Houston, TX 77058
28150xxxx6 inf*@m***************.com
Edelman Financial Engines 1885 St James Pl Ste 1340 Houston, TX 77056
83375xxxx3 aar*******@e**********************.com 18511 19 19000
Edward Jones - Financial Advisor: Garth T Hentges 13129 W Lake Houston Pkwy, Houston, TX 77044
28143xxxx0 a.j*********@e**********.com 36
Edward A Mireles, Financial Advisor, Edward Jones Investments 440 Louisiana St Suite 712, Houston, TX 77002
71386xxxx6 a.j*********@e**********.com 5 6 2 29
Stephanie Hartman - Registered Practice Associate, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx3 dns*****@a***.com
King Property Management 720 N Post Oak Rd Ste 605 Houston, TX 77024
71395xxxx5 bar*****@k****.com 1.6 38
Edward Jones Investments- Financial Advisor: John Kaleh 3939 Washington Ave Ste 202, Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 87400 100000
Merrill Lynch Wealth Management 2366 College Green Dr, Houston, TX 77058
71331xxxx7 aas***********@m*.com
Sri Accounting 10235 W Little York Rd Ste 245 Houston, TX 77040
71320xxxx6 c18*****************************@s*****.wixpress 5 1
Brighton Jones Houston, TX 77046
71323xxxx0 acc*******@b************.com 605
Edward Jones - Financial Advisor: Lance O Murphy 3201 Kirby Dr Ste 402 Houston, TX 77098
71352xxxx6 a.j*********@e**********.com
Donna Uliva - Ameriprise Financial Advisor 10375 Richmond Ave Ste 1368 Houston, TX 77042
71360xxxx0 ath************@a***.com
Frost Bank 3500 Little York Rd Suite B-1a, Houston, TX 77093
71338xxxx0 ab.******@f********.com 3.4 10 12
Edelman Financial Engines 1331 Gemini St Ste 200-A, Houston, TX 77058
83375xxxx3 aar*******@e**********************.com 3 3 18782 20 20000
Faith Financial Planners 14019 Southwest Fwy Sugar Land, TX 77478 28149xxxx4
First Command Financial Advisor - Chris Hughes 16821 Buccaneer Ln Ste 223, Houston, TX 77058
83251xxxx9 abe***@f***********.com 5 10 293 296
Bank of Texas 500 Chimney Rock, Houston, TX 77056
71370xxxx0 and*********@b**********.com 4.1 26 4.5 4 6275 6400
Edward Jones - Financial Advisor: Nicholas V Perry 15840 FM 529 Suite 211B, Houston, TX 77095
28155xxxx9 a.j*********@e**********.com 5 4 87342 99000
Strategic Wealth Designers 2000 W Sam Houston Pkwy S #150, Houston, TX 77042
34638xxxx8 aar**@s*******.com 4.9 78 4737 16 4900
Echo Financial 2425 West Lp S, Houston, TX 77027
83231xxxx2
Wells Fargo Advisors 6821 Harrisburg Blvd, Houston, TX 77011 71351xxxx5
Edelman Financial Engines 207 E Shore Dr Ste 230 The Woodlands, TX 77380
83375xxxx3 aar*******@e**********************.com
Edward Jones - Financial Advisor: Brian L Gremminger 6910 Fm 1488 Rd Ste 8 Magnolia, TX 77354
83293xxxx3 acc**********@e**********.com 5 1
Ricky Maique - State Farm Insurance Agent 24285 Katy Fwy Ste 300 Katy, TX 77494
71378xxxx2 inf*@s********.com 4.9 82 5 3 110 3 136
Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx0 bra****************@a***.com
Cheryl Peschke - Raymond James 580 Westlake Park Blvd Ste 500, Houston, TX 77079
28167xxxx0 aar************@r***********.com 17482 18000
Linscomb Wealth 1333 W Loop S Suite 1500, Houston, TX 77027
71384xxxx0 her*****@l*************.com 5 2 138
Wells Fargo Advisors 7071 Highway 6 N, Houston, TX 77095 28185xxxx7
Oshun Financial - Retirement Planning for Women 2929 Allen Pkwy STE. 200, Houston, TX 77019
5 1
Dvorak-Assoc-Ameriprise Financial 2525 Bay Area Blvd, Houston, TX 77058
28128xxxx1 dns*****@a***.com 435 444
Avidian Wealth Solutions 800 Town And Country Blvd Ste 220, Houston, TX 77024
28182xxxx0 doe****@a************.com 454 18 504
Nationwide Cash Flow 11807 Westheimer Rd, Houston, TX 77077 88842xxxx4
Ameriprise Financial Advisors 363 N Sam Houston Pkwy E Ste 1480 Houston, TX 77060 28197xxxx3
Liberty Partners Capital Management 13722 Office Park Dr Ste B Houston, TX 77070
83298xxxx2
Truscott Wealth Management - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx1 abc***@u**.com
Robert Pulliam - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 dns*****@a***.com
Allen Baker - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx6 all********@a***.com
Halbert Hargrove Global Advisors 450 Gears Rd #625, Houston, TX 77067
28187xxxx0 abo*****@h**************.com
By Design Wealth Planning One, Riverway Dr # 900, Houston, TX 77056
adm*******@c*****.com
Edward Jones - Financial Advisor: Alexandre Murphy 13140 Memorial Dr Houston, TX 77079
71346xxxx7 a.j*********@e**********.com
Ameriprise Financial 4200 Westheimer Rd Ste 110, Houston, TX 77027 83223xxxx7 ame******************@a***.com 132691 134000
Lampe and Son 11110 N Eldridge Pkwy, Houston, TX 77065 28197xxxx0 ada*@l************.com 5 1
Kayne Anderson Capital Advisors 811 Main St floor 14, Houston, TX 77002 71349xxxx0
Stavis & Cohen Financial 1330 Post Oak Blvd Ste 2190, Houston, TX 77056
71327xxxx0 doe****@s*************.com
Akif CPA 4151 Southwest Fwy Ste 630 Houston, TX 77027
71345xxxx0 adn**@a******.com 5 3
John McIntyre - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx1 wms**********@r**.com 14758 16000
Edward Jones - Financial Advisor: Thuy T Ngo 10001 Westheimer Rd Ste 2970 Houston, TX 77042
71326xxxx0 a.j*********@e**********.com 33
Allstate Personal Financial Representative: Tosin Komolafe 6100 S Greenpark Dr Ste A, Houston, TX 77072
83243xxxx7 a****00@a*******.com 11
Ellen Mallay - Lincoln Financial Advisors 1330 Post Oak Blvd Ste 2800, Houston, TX 77056
71355xxxx5 pet**********@a***.com 278 281 5 1
Jacobson Lawrence & Company 11231 Richmond Ave Ste D103 Houston, TX 77082
71390xxxx3 con****@p*************.org 3.7 3
Charles Schwab 4200 Westheimer Rd ste 100, Houston, TX 77027
71349xxxx8 eri************@s*****.com 3.1 17
Wells Fargo Bank 2005 Taylor St Houston, TX 77007
71380xxxx7 aar*********@w*********.com 1.6 11
O’Connor & Associates 2200 N Loop W Fwy Ste 200 Houston, TX 77018
71329xxxx0 aam****@p*******.com 2.2 317 3.5 137 855 112 934
Edward Jones - Financial Advisor: Gabriel Aguilar 13611 Skinner Rd Ste 210 Cypress, TX 77429
28121xxxx9 a.j*********@e**********.com 5 1
Steve Moss - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx1 abc***@u**.com
Merrill Lynch Financial Advisor John J. Cho 800 Capitol St, Houston, TX 77002
71365xxxx0 ann********@m*.com
Outlook Wealth Advisors 11757 Katy Fwy Ste 1300 Houston, TX 77079
28187xxxx5 ada**@o************.com 5 6 257 286
The DePaula Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Ameriprise Financial Advisors 17350 State Hwy 249 Ste 230 Houston, TX 77064
28180xxxx6 ame****************@e*.ameriprise
Pennington Wealth Management - Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 dns*****@a***.com
cSquared Wealth 2700 Post Oak Blvd Ste 1700 Houston, TX 77056
71347xxxx3 c.b******@c*************.com
Frank O'Neill - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx0 lin************@r**.com 125 129
Edward Jones - Financial Advisor: David J Boldger Richmond, TX 77469 5 1
Jack Pendergrast - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71365xxxx6 wms**********@r**.com 14758 16000
The Carrie Potter Group 5225 Katy Fwy Ste 230 Houston, TX 77007
71398xxxx0 cpo****@c****************.com
Wildwood Trail Financial 17947 Tall Chestnut St Cypress, TX 77429
71329xxxx6 wil**************@w**********.com
Royal Alliance 10301 Northwest Fwy, Houston, TX 77092
71365xxxx6 afr******@r************.com
Edward Jones - Financial Advisor: Gilberto R Pena 7102 W Sam Houston Pkwy N Ste 215 Houston, TX 77040
71385xxxx1 a.j*********@e**********.com 122
Wells Fargo Advisors 9898 S Gessner Rd, Houston, TX 77071 71348xxxx3
Edward Jones - Financial Advisor: Christyna S. Lewis 9601 Katy Fwy Ste 380 Houston, TX 77024
83258xxxx7 a.j*********@e**********.com 46 6
Merrill Lynch Financial Advisor Phillip W Jones 800 Capitol St, Houston, TX 77002
71365xxxx4 ann********@m*.com
Hamilton Financial Planning Williams Tower, 2800 Post Oak Blvd STE 4100, Houston, TX 77056
34620xxxx0 and***@h************************.com
Independent Financial 4120 Bellaire Blvd, Houston, TX 77025
71360xxxx0 adm**@i*********.com 5 3289 518 3400
PKF Texas 5847 San Felipe St, Houston, TX 77057
71386xxxx0 a@p*******.com 258 66 292
Lightstone Wealth Planning Solutions, LLC
83236xxxx1 tea*@l*****************.com
John MacDonald CPA PLLC 950 Echo Ln Ste 200 Houston, TX 77024
71346xxxx2 joh*@j******.com 100 94
Halnick Financial LLC 71339xxxx7
LTD Financial 7322 Sw Freeway Ste. 1600, Houston, TX 77074 80074xxxx0 aba*****@l*****.com 1 3
Merrill Lynch Financial Advisor Jennifer L Medrano 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Richards Financial Planning, LLC 15923 Pinyon Creek Dr, Houston, TX 77095
71332xxxx4 van@r************************.com
The Drake Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx1 dra*******@r**.com 678 819
Marc Sancton - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
83220xxxx3 wms**********@r**.com 12804
David E Hamblin, CPA Houston, TX 77058 5 4
The Goff Financial Group 11 Greenway Plz #1425, Houston, TX 77046
71385xxxx0 d.m*****@g************.com 5 3 54
Chandel Strickland - Thrivent 2424 Wilcrest Dr Ste 102, Houston, TX 77042
71397xxxx3 art**********@t*******.com 323 2 339
Andrew Brereton - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
40453xxxx3 and************@a***.com
Life Strategy Financial
83260xxxx0 jua*@l**************.com 86 88
Richard Brent Dvorak - Private Wealth Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx2 dns*****@a***.com 435 444
Bank of Texas 5500 Kirby, Houston, TX 77005
71321xxxx7 al**@b**********.com 4.3 32 6275 6400
Money Management International 12603 Southwest Fwy Ste 450 Stafford, TX 77477
87725xxxx3 ada********@m**************.org 3.7 21
Leslie B. Fox - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx7
Arete Advisors Houston, TX 77057
71382xxxx3 adv***@a*************.net 120
Oak Harvest Financial Group 920 Memorial City Way Suite 150, Houston, TX 77024
28131xxxx3 all****@o***********.com 4.9 47 2202 82 2200
John Landers, CIMA, CFP - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Edward Jones - Financial Advisor: Eric C Simon 1225 N Lp W Ste 110 Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 40
Edward Jones - Financial Advisor: Eric Fontenot, CFP® 357 W 19th St, Houston, TX 77008
71386xxxx0 a.j*********@e**********.com 5 1 87339 99000
Pinnaclereach Wealth Advisors - Ameriprise Financial Services 10375 Richmond Ave Ste 1503, Houston, TX 77042
71395xxxx0 cat**********@a***.com
Ameriprise Financial 17350 State Highway 249, Houston, TX 77064
28180xxxx6 ame******************@a***.com 132694 134000
Fidelity Investments 15600 Southwest Fwy, Sugar Land, TX 77478 28131xxxx3 a61****@f*******.com 3.5 20 1.3 6
William M Probe - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx6 dns*****@a***.com 31 35
Wells Fargo Advisors 12941 N Fwy, Houston, TX 77060 28187xxxx0
Edward Jones - Financial Advisor: Marla Sherrod 6318 Fm 1488 Rd Ste 130 Magnolia, TX 77354
93627xxxx5 acc**********@e**********.com 4 2
Edward Jones - Financial Advisor: Byron E Sepulveda 1225 S Lp W Ste 110 Houston, TX 77054
71395xxxx9 a.j*********@e**********.com 40
Frost Bank 2715 Cypress Creek Pkwy, Houston, TX 77068
71338xxxx0 a.-*************@f********.com 3.6 39 2 8 2
The Martin Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx0 abc***@u**.com
Bruno Interlandi - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
34671xxxx6 adm**@d***********.com 632 650
Edward Jones - Financial Advisor: Ashlee Reiszner 1800 W Lp S Ste 1760 Houston, TX 77027
71395xxxx7 a.j*********@e**********.com
Matthew Miller - Thrivent 19450 State Highway 249 Ste 275, Houston, TX 77070
28181xxxx1 art**********@t*******.com 411538 401000
Go & Flood - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Gapinski Huggins Group of Raymond James 500 Dallas Street, Suite 3400, Houston, TX 77002
71357xxxx4 aar************@r***********.com 5 2 17458 18000
Wells Fargo Advisors 1000 Louisiana St Ste 1200, Houston, TX 77002
71385xxxx0 abc*******@w*****************.com 42 188361 189000
Family Wealth Builder of Houston 5000 Gulf Fwy, Houston, TX 77023 83289xxxx0
Estate Retirement and Financial Planning Educators., LLC
83244xxxx0 inf*@e****.com 5 1
Amos Financial & Retirement Planning Group 2050 North Lp W Houston, TX 77018 71368xxxx0
Credit Card Merchant Services 525 N Sam Houston Pkwy E STE 408A, Houston, TX 77060
28154xxxx0 5 1
Nxt:Gen Financial Planning 3231 Allen Pkwy, Houston, TX
18323xxxxx4 ash***@n*******.com 5 4 460 2 462
MILLER, SWOPE & ASSOCIATES - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx1 car***********@a***.com
American Financial 10375 Richmond Ave Ste 1368, Houston, TX 77042 71326xxxx0
Peterson CPA Firm 339 E Parkwood Ave, Friendswood, TX 77546
28148xxxx0 che**********@c**********.com 4.5 10 3.3 4
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 abi**************@a***.com 470 540 5 7
Wells Fargo Advisors 6990 Highway 6 N, Houston, TX 77084 28185xxxx4
Jonathan Hoyme - Thrivent 19450 State Highway 249 Ste 275, Houston, TX 77070
28135xxxx4 art**********@t*******.com 411538 401000
Wells Fargo Advisors 1301 Mckinney St, Houston, TX 77010
71365xxxx9 aar**********@w*********.com 153875 11
Merchant's Choice Card Service 10406 Lake Rd, Houston, TX 77070 71346xxxx0
Federico Schoenhofer - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71340xxxx7 abc***@u**.com
ViaQuest Insurance Services, LLC 17225 El Camino Real Ste 250 Houston, TX 77058
28133xxxx9 abi****@v****************.com 5 1
Frost Bank 7592 Cypress Creek Pkwy, Houston, TX 77070
71338xxxx0 a.-*************@f********.com 3.2 9 155061 2067 157000
Joe C Klages - Financial Advisor, Ameriprise Financial Services 1331 Gemini St Ste 202, Houston, TX 77058
71334xxxx2 cyn**********@a***.com
Ameriprise Financial Services, Inc 2525 Bay Area Blvd, Houston, TX 77058
28146xxxx6 ame******************@a***.com 132690 134000
Haven Wealth Group 1111 N Loop W #1110, Houston, TX 77008
71398xxxx0 bar***@h******.com 5 3 523 519
Brackett Martin Wealth Management - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc*******@u**.com
Andrew Ibeh - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
71966xxxx9 adm**@d***********.com
Merrill Lynch Financial Advisor Ning Kang 3700 Buffalo Speedway Suite 100, Houston, TX 77098
71399xxxx5 ali*************@m*.com
Edward Jones - Financial Advisor: Pat Doucette 888A Ave D Katy, TX 77493
28139xxxx7 a.j*********@e**********.com 4 1 87358 99000
Justin Swope - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx7 dns*****@a***.com
Greg Eknoyan - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx0 abc***@u**.com
Spears Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx6 alb************@u**.com
Lacour Financial Services, Inc. 2537 S Gessner Rd Ste 203, Houston, TX 77063
83289xxxx6 a@m************.com
Carl David Lewis - Financial Advisor, Ameriprise Financial Services, LLC 820 Gessner Rd Ste 1325, Houston, TX 77024
71333xxxx7 dav********@a***.com
Alexis Williams - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 ale**************@a***.com
CFO Wealth Management - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
71326xxxx4 cfo****************@a***.com 730 733
Crystal Maxwell - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx7 alb************@u**.com
BayRock Financial Friendswood, TX 77546
83289xxxx0 chr*******@b***************.com 180
Oaks Wealth Management 1225 N Loop W Fwy #825, Houston, TX 77008
28188xxxx5 hol**@o*****.com 332 5 339
Frost Bank 9990 Almeda Genoa Rd Suite 500, Houston, TX 77075
71338xxxx0 ab.******@f********.com 5 4 14 62 18
Merrill Lynch Wealth Management 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com 3.7 3
Edward Jones - Financial Advisor: Samuel L. Goodfriend 3310 Katy Fwy Ste 330 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com
Turtur Company 4900 Woodway Dr Ste 690 Houston, TX 77056 71362xxxx3 1 1
Edward Jones - Financial Advisor: Alexander Apelles 7700 San Felipe St Ste 490 Houston, TX 77063
71326xxxx7 a.j*********@e**********.com 84947
Edward Jones - Financial Advisor: Kimson H Cao, CFP®|CEPA® 5311 Kirby Dr Ste 100, Houston, TX 77005
71394xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Randall Zare 1800 W Lp S Ste 1760 Houston, TX 77027
71395xxxx7 a.j*********@e**********.com
Wells Fargo Advisors 6783 Highway 6 S, Houston, TX 77083 28156xxxx4
Edward Jones - Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA® 110 Vintage Park Blvd Suite F, Houston, TX 77070
28137xxxx7 a.j*********@e**********.com 5 2 87341 99000
Edward Jones - Financial Advisor: Gene Stoffel 10001 Westheimer Rd Ste 2970 Houston, TX 77042
71326xxxx0 a.j*********@e**********.com 84658
Janna Hurd - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
28141xxxx1 adm**@d***********.com
Doliver Advisors 6363 Woodway Dr Ste 763, Houston, TX 77057
71391xxxx7 bre***@d**************.com
Over Mont Consulting 3100 Weslayan St, Houston, TX 77027 71359xxxx0 c@o*******.com 4.5 34 1006 33 1100
JP Advising Humble, TX 77396
83235xxxx1 jpa**********@i*****.com 4.8 4
Andy Grijalba - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
86326xxxx1 abc*******@t*******.com
Frost Bank 1500 North Wayside Drive, Houston, TX 77020
71338xxxx0 a.-*************@f********.com 3.9 14 2
Houston Retirment Income Planners 5120 Woodway Ste 9029 Houston, TX 77056
71362xxxx2
Ameriprise Financial 10375 Park Meadow Dr, Houston, TX 77089
30322xxxx0 ame******************@a***.com 132836 134000
Charles W. Rawl & Associates 2700 Post Oak Blvd Ste 1700 Houston, TX 77056
71380xxxx4 can****@c*****.com
Wells Fargo Advisors 8750 Highway 6 S, Houston, TX 77083 28193xxxx0
David Wegenke - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
Selah Financial Services, Inc. 1550 W Bay Area Blvd Ste 101 Friendswood, TX 77546
28199xxxx0 adv*****@s******.com 3.5 6 206
Edward Jones - Financial Advisor: John Kaleh 602 Sawyer St Ste 440 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 5 2 541 7 550
Action Mortgage 5100 Westheimer Rd Ste 200 Houston, TX 77056
30158xxxx0 ate*@a*************.net 1 1 140
Harry Bucalo, CRPS - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx9 abc***@u**.com
THE PHP AGENCY 800 W Sam Houston Pkwy S, Houston, TX 77042 71338xxxx1
Dellinger, Bickham, Jackman and Gaitz Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx7 abc***@u**.com
M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx4 abc***@u**.com
Mark Katz - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx0 alb************@u**.com
Merrill Lynch Financial Advisor Melissa A. Maier 800 Capitol St, Houston, TX 77002
71365xxxx8 ann********@m*.com
First Command District Advisor - Jim McNair 10700 Richmond Ave Ste 325, Houston, TX 77042
83251xxxx9 abe***@f***********.com
Merrill Lynch Financial Advisor Jeffrey K Jordan 800 Capitol St, Houston, TX 77002
71365xxxx1 ann********@m*.com
Merrill Lynch Financial Advisor Vidal H. Ramirez II 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Parker Financial Advisors 14800 St Marys Ln, Houston, TX 77079
83247xxxx5 adm**@p************.com
Stacy Larsen Crews - Financial Advisor, Ameriprise Financial Services 1120 Nasa Pkwy Ste 220, Houston, TX 77058
28153xxxx9 dns*****@a***.com
Cypress Tax Solutions 23244 NW Fry Cypress, TX 77429
71390xxxx0 bft******@w******************.com 4.1 26 485 53 506
Allstate Financial Services Katy, TX 77493 28146xxxx2
Joanne L Resh 3700 W Sam Houston Pkwy S Ste 400, Houston, TX 77042
71396xxxx8 dom***@b*********.com 168354 128 189000
Abundo Wealth 3217 Montrose Blvd Suite 228, #5, Houston, TX 77006
61250xxxx6 and***@a***********.com 5 53
Been Legacy Wealth Advisors 3707 Westcenter Dr Ste 200 Houston, TX 77042 28123xxxx6
Cove Wealth Management 710 N Post Oak Rd Ste 420 Houston, TX 77024
71382xxxx3 cor*@c*****.com
Larry Boyd - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83237xxxx2 dns*****@a***.com
Bauer Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx1 abc***@u**.com
Bryan Mesa - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
34621xxxx4 adm**@d***********.com
Hany H Ahmad - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83255xxxx2 dns*****@a***.com
LaMotta Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx3 abc***@u**.com
Kalyani Sanghavi - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx2 cfo****************@a***.com 726 733
Merrill Lynch Financial Advisor Jonathan C Stokes 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*********@m*.com
Edward Jones - Financial Advisor: Edward A Mireles 440 Louisiana St Ste 712, Houston, TX 77002
71322xxxx4 a.j*********@e**********.com 5 6 84516 29
Segment Wealth Management 3040 Post Oak Blvd Ste 1725 Houston, TX 77056
71380xxxx0 bri**********@s********.com
Edward Jones - Financial Advisor: Nico E Ditges, CFA® 4306 Yoakum Blvd Ste 250, Houston, TX 77006
71380xxxx2 a.j*********@e**********.com 5 1
Edward Jones 9225 Katy Fwy Ste 425, Houston, TX 77024
71398xxxx0 a.j*********@e**********.com 87347 99000 5 1
Andrew McGee - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx7 abc***@u**.com
Edward Jones - Financial Advisor: Mike Ragsdale 7700 San Felipe St Ste 490 Houston, TX 77063
71326xxxx7 a.j*********@e**********.com
Bentele Owens Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx0 abc***@u**.com
Jay Campbell - Associate Manager, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 dns*****@a***.com 227 236
Vincent Sentmore - Financial Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com
Houston Financial Center 675 Bering Dr #575, Houston, TX 77057
71321xxxx5 apu****@h*********************.com 5 1
Joseph DePaula, CPWA - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Fishbein Financial Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71365xxxx8 alb************@u**.com
Fidelity Investments 12532 Memorial Dr, Houston, TX 77024
80057xxxx1 a61****@f*******.com 4.5 24 328999 352000
Texas Wealth Advisors 18540 Northwest Fwy, Houston, TX 77065
83260xxxx6 eov******@t***************.com 10
Bank of Texas 15725 Cypress Wood Medical Dr, Houston, TX 77014
28158xxxx0 and*********@b**********.com 6275 6400
Merrill Lynch Financial Advisor Marc P Walsh 800 Capitol St, Houston, TX 77002
71365xxxx1 ann********@m*.com 5 1
Altruvista Wealth 3555 Timmons Ln, Houston, TX 77027
28182xxxx6 ali*******@a***************.com 279 7 281
Michael Guerra - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
83224xxxx1 adm**@d***********.com
Houston, TX Branch Office - UBS Financial Services Inc. 4400 Post Oak Parkway 16th And 17th Floor, Houston, TX 77027
71394xxxx0 abc***@u**.com
Manske Wealth Management 1010 N San Jacinto St #200, Houston, TX 77002
71358xxxx4 adm**@m***********.com 5 2
Obamacare Enrollment Center/ Lopez Zuniga Financial Solutions 1608 Warwick rd., Houston, TX 77093 83285xxxx3
Merrill Lynch Wealth Management 5775 N Sam Houston Pkwy W, Houston, TX 77086
28186xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Chris L Ames, AAMS™ 18338 Kingsland Blvd Ste 200, Houston, TX 77094
28149xxxx2 a.j*********@e**********.com 87347 99000 1 1
Merrill Lynch Wealth Management 20333 State Highway 249 Ste 550, Houston, TX 77070
28137xxxx0 aas***********@m*.com
Ameriprise Financial 13623 Perry Rd, Houston, TX 77070
28189xxxx8 dns*****@a***.com
Ross Hoeting Financial Advisor 8000 W Tidwell Rd Houston, TX 77040 51390xxxx5
Mark A Rogers - Financial Advisor, Ameriprise Financial Services 1331 Gemini St Ste 202, Houston, TX 77058
71362xxxx6 cyn**********@a***.com
Josh Beasley - Financial Advisor, Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 dns*****@a***.com
Robertson Stephens Wealth Management, LLC 3131 Eastside St, Houston, TX 77098 41550xxxx0 5 1
Edward Jones - Financial Advisor: Bill Thorne, ChFC® 1035 Dairy Ashford Rd Ste 200, Houston, TX 77079
28158xxxx4 a.j*********@e**********.com 83
Ryan Christensen - Thrivent 19450 State Highway 249 Ste 275, Houston, TX 77070
28180xxxx3 art**********@t*******.com 411538 401000
Edward Jones - Financial Advisor 13140 Memorial Dr, Houston, TX 77079
71346xxxx7 a.j*********@e**********.com 87400 100000 5 1
Edward Jones - Financial Advisor: Wesley J Blackmon 814 E Ave Ste B Katy, TX 77493
28139xxxx7 a.j*********@e**********.com 4.6 11 5 2 87341 99000
World Financial Advisors 5177 Richmond Ave. Suite 318, Houston, TX 77056
71377xxxx0 jle****@w*********************.com
Bogart Wealth 1725 Hughes Landing Blvd Ste 1225 The Woodlands, TX 77380
83224xxxx1 ada*************@b***********.com 124 177
David Moss - Financial Advisor, Ameriprise Financial Services, LLC 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 dns*****@a***.com
Pavan Varshney - Financial Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
90450xxxx5 ali***********@a***.com
Ameriprise Financial Advisors 815 Walker St Ste 1403 Houston, TX 77002 71355xxxx1 3 2
Adam John Badeaux - Associate Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx2 ada***********@a***.com 435 444
Ameriprise Financial Advisors - Weitzman And Associates 9805 Katy Fwy Ste 600 Houston, TX 77024
71395xxxx0 dns*****@a***.com 4 1
Justin Ponchak - Financial Advisor, Ameriprise Financial Services 1322 Space Park Dr Ste A200, Houston, TX 77058
28180xxxx7 cha**********@a***.com
Edward Jones - Financial Advisor: Adam Heghinian 5400 Bellaire Blvd Ste L Bellaire, TX 77401
71366xxxx0 a.j*********@e**********.com 3 2 86761 98000
The Gazzier Group - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx7 cha**********@a***.com
The Blueprint 360 4306 Yoakum Blvd Ste 455 Houston, TX 77006
83273xxxx2 cad*@t**************.com
Pre-Emptive Financial Services 3838 N Sam Houston Pkwy E Suite 150, Houston, TX 77032
71369xxxx0 adm**@f*******.com
Outlook Wealth Advisors 1525 Lakeville Dr Ste 207 Kingwood, TX 77339
28187xxxx5 ada**@o************.com 290
R Mr 20941 State Highway 249, Houston, TX 77070 28137xxxx0
Sergio Weitzman - Ameriprise Financial Advisor 10375 Richmond Ave Ste 1420 Houston, TX 77042
71395xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: William C Artzberger 3310 Katy Fwy Ste 330 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 86761 98000
IMG Asset Advisors 8300 Fm 1960 Rd W Ste 450 Houston, TX 77070
88834xxxx2
Yellowstone Wealth Advisors 2503 Robinhood St Ste 160 Houston, TX 77005
71374xxxx0 hel**@r**********.com 5 2
Merrill Lynch Financial Advisor Micheal McWilliams 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Jon Dowell - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
71385xxxx7 abc*******@t*******.com
Albert Mathias (Matt) Krohn - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx6 mat*******@r**.com
Swan Capital Financial Planning 10503 Peek Rd, Cypress, TX 77433
28198xxxx4 chr**@s************.com
Weitzman, Pathak & Associates - Ameriprise Financial Services 2100 West Loop S Ste 675, Houston, TX 77027
71395xxxx0 dns*****@a***.com
Clint Sepolio - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 ric**********@r**.com 243 249
Blake Davidson, CPA, CFP, Accountant 6767 Portwest Dr Ste 120 Houston, TX 77024 71352xxxx5 3.4 17
Victor Arevalo - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
80175xxxx4 adm**@d***********.com 120 145
The Goff Financial Group - Energy Corridor/ Katy 16225 Park Ten Pl Ste 500, Houston, TX 77084
71385xxxx0 ele*****@g************.com 54
Edward Jones 2 Greenway Plz Ste 130, Houston, TX 77046
71355xxxx1 a.j*********@e**********.com 87347 99000
Brad Walkoviak - Private Wealth Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com
Edward Jones - Financial Advisor: Clint Bussey, AAMS™ 1616 Clear Lake City Blvd #107, Houston, TX 77062
28121xxxx7 a.j*********@e**********.com 5 2 87342 99000
Gilcrease Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx7 abc***@u**.com
Edward Jones 13140 Memorial Dr, Houston, TX 77079
71346xxxx7 a.j*********@e**********.com 5 1 87346 99000
Ameriprise Financial 16821 Buccaneer Ln, Houston, TX 77058
28121xxxx0 ame******************@a***.com 132690 134000
MainStreet Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx9 abc***@u**.com
Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx0 cha**********@a***.com
Frost Bank 8915 N Sam Houston Pkwy W, Houston, TX 77064
71338xxxx0 a.-*************@f********.com 3 2 154927 2356 158000
DeNoble Financial Services The Woodlands, TX 77381 28163xxxx4 5 1
C Travis Saacke - Ameriprise Financial Advisor 11 Greenway Plz Ste 3000 Houston, TX 77046
71333xxxx3 c.t************@a***.com
Wells Fargo Advisors 12339 Jones Rd, Houston, TX 77070 28189xxxx0
Edward Jones - Financial Advisor: Dakota Peacock 820 Gessner, Ste 930 Houston, TX 77024
71382xxxx0 a.j*********@e**********.com 3 2 87359 99000
Merrill Lynch Financial Advisor James A. Spangler 800 Capitol St, Houston, TX 77002
71365xxxx4 ann********@m*.com
David Hergert - Financial Advisor, Ameriprise Financial Services 1331 Gemini St Ste 202, Houston, TX 77058
28128xxxx4 cyn**********@a***.com 5 2 144 147
Edward Jones - Financial Advisor: Chrystian Quinones 1225 N Lp W Ste 110 Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 85023
Wealth Enhancement Group 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 aba****@w****************.com 5 2
M&A Wealth 4545 Post Oak Pl Dr Suite 205D, Houston, TX 77027
71354xxxx7 adi*@m**********.com 5 13
Robare & Jones Wealth Management 20405 TX-249 #350, Houston, TX 77070
28137xxxx6 adm**@j**************.com 4.6 11 47 7
Kanaly Trust 5555 San Felipe St Ste 200, Houston, TX 77056
71356xxxx0 aka****@k*****.com 2832 28 2900
Edward M Gardner CPA 2519 S Blvd Ste 100 Houston, TX 77098
71394xxxx0 ed@e***************.com 3.2 6
Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™ 13455 Cutten Rd Suite 1G, Houston, TX 77069
28153xxxx7 a.j*********@e**********.com 4 4 39
Wells Fargo Advisors 6907 Fm 1960 Rd W, Houston, TX 77069 28153xxxx9
Najafi Financial 10200 Richmpnd Ave Ste 252 Houston, TX 77042
71380xxxx2 joh*@n**************.com
Summit Financial Disclosure, a Broadridge Company 333 Clay St, Houston, TX 77002
71362xxxx7 aar********@b*********.com
Amanda Louise Evans, CFP - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx9 abc***@u**.com
Edward Jones - Financial Advisor: Robert E Grossman Jr 9731 Wortham Blvd Ste 104 Houston, TX 77065
28189xxxx2 a.j*********@e**********.com 153 87342 99000
Linda Nguyen - State Farm Insurance Agent 4009 Bellaire Blvd Ste GG Houston, TX 77025
71343xxxx4 4.9 82 5 4
Privata Wealth Group - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx1 car*************@a***.com 222 225
Outlook Wealth Advisors 2245 Texas Dr Ste 300 Sugar Land, TX 77479
28187xxxx5 ada**@o************.com 290
Archetype Wealth Partners 4400 Post Oak Pkwy Ste 1950 Houston, TX 77027
34635xxxx0 inf*@a**********.com 825 2 861
Brownlee Wealth Management 2700 Post Oak Blvd 21st Floor, Houston, TX 77056
28137xxxx0 inf*@b***********************.com 5 3
Wells Fargo Advisors 17317 N Fwy, Houston, TX 77090 28144xxxx0
Russell Rosin - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx0 cha**********@a***.com
AcctTwo 1111 North Lp W Ste 250 Houston, TX 77008
71374xxxx0 ago******@a******.com 3438 24
Walton Anderson Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx3 rbc*********@r**.com 12830 14000
Messier Financial Advisors 1300 Post Oak Blvd Houston, TX 77056
71355xxxx5 bme*****@m***************.com 4.5 2
Edelman Financial Engines 1600 Highway 6 Ste 450 Sugar Land, TX 77478
83375xxxx3 aar*******@e**********************.com 18449 17 19886
Insight Wealth Strategies 1800 W Loop S #1100, Houston, TX 77027
71360xxxx5 agr***@i*************.com 5 1 116 4 132
American Portfolios Financial Services 4550 Post Oak Pl Dr, Houston, TX 77027
71346xxxx7 bel******@a*****************.com 155 9 149
Merrill Lynch Financial Advisor Ryan M. Boehner 800 Capitol St, Houston, TX 77002
71365xxxx7 ann********@m*.com
Wasim Consulting 7457 Harwin Dr Ste 150, Houston, TX 77036
83251xxxx5 use*@d*****.com
Merrill Lynch Wealth Management 2200 Nasa Pkwy, Houston, TX 77058
28133xxxx4 ale*********@m*.com
Frost Bank 10739 N Freeway, Houston, TX 77037
71338xxxx0 a.-*************@f********.com 5 2
KSP Consulting 4604 Lakefront Terrace Dr, Pearland, TX 77584
83293xxxx1
Merrill Lynch Financial Advisor David Smith 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Allstate Insurance: Terry Nguyen 2916 W T C Jester Blvd Allstate Insurance Houston, TX 77018
71395xxxx6 a****00@a*******.com 3.4 23 5 2
Malcolm Thompson and Associates 20445 State Highway 249, Houston, TX 77070 28180xxxx2
Rose Hunt Farrar - Registered Practice Associate, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Deborah L Stelly, CFP®|CEPA® 16000 Barkers Point Ln #110, Houston, TX 77079
28149xxxx0 a.j*********@e**********.com 5 2
Edward Jones - Financial Advisor: Dat D Dao 5718 Westheimer Rd Ste 1770 Houston, TX 77057
71397xxxx2 a.j*********@e**********.com 22
MDT Financial Advisors, LLC 455 E Medical Center Blvd #115, Webster, TX 77598
28193xxxx1 bri**********@m****.com 5 2
Edward Jones - Financial Advisor: Cathy Peveto 357 W 19th St Houston, TX 77008
71386xxxx0 a.j*********@e**********.com
Integrity Financial Planners 4112 Fairmont Pkwy Pasadena, TX 77504 28148xxxx0
Wells Fargo Advisors 10910 Louetta Rd, Houston, TX 77070 28125xxxx9
Edward Jones - Financial Advisor: Chris Anderson 9525 Katy Fwy Ste 122 Houston, TX 77024
71346xxxx1 a.j*********@e**********.com 87342 99000
Edward Jones - Financial Advisor: Tripp Moss 11767 Katy Fwy Ste 490 Houston, TX 77079
28187xxxx0 acc**********@e**********.com 87342 99000
Credit Diva 2646 S Loop W, Houston, TX 77054
71366xxxx0 wva*****@s*****.net 3.6 32
Heath Austin Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx2 dan*******@r**.com 12830 14000
Castillo Financial Consulting Houston, TX 77054
83222xxxx7 cfc@c**************************.com 5 1
Edward Jones - Financial Advisor: Anita Bowman-McCormick 13455 Cutten Rd Ste 1g Houston, TX 77069
28153xxxx7 a.j*********@e**********.com 4 4 4 1 41
Bruce Abrams - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
71320xxxx9 art**********@t*******.com
Strategic Financial Advisors 14550 Torrey Chase Blvd #360, Houston, TX 77014
28144xxxx2 agr******@h***************.com 5 1 3 3
Allstate Personal Financial Representative: Curtis Johnson 15024 Fm 529 Rd, Houston, TX 77095
25386xxxx4 a****00@a*******.com
Ameriprise Financial Advisors-Judah, Hanson, Riggs And Associa 10375 Richmond Ave Ste 1503 Houston, TX 77042 71395xxxx0
Patricia Sayyah - UBS Financial Services Inc. 4400 Post Oak Parkway 16th And 17th Floors, Houston, TX 77027
28170xxxx4 alb************@u**.com
The Sterling Group LP 9 Greenway Plz Ste 2400, Houston, TX 77046
71387xxxx7 aal*@s*************.com
Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 cha**********@a***.com 4.3 3 110 166
WealthCreate 440 Louisiana St #900, Houston, TX 77002
80070xxxx5 baf*****************************@s*****.wixpress 4.6 22 5 9 1079 1000
Sustain Wealth Advisors 11777 Katy Fwy Ste 340 Houston, TX 77079
28149xxxx0 dj@s************.com
Wells Fargo Advisors 3803 Westheimer Rd, Houston, TX 77027 71362xxxx5
Seren Wealth Advisors 4545 Post Oak Pl Ste 341 Houston, TX 77027
83237xxxx8 inf*@s**********.com 5 2
Fuest & Klein Wealth Advisors 16225 Park Ten Pl Ste 500 Houston, NY 77084
91739xxxx6 c18*****************************@s*****.wixpress 5 2 5 13 224 6 228
Virtual Financial Group 2003 Whiteback Dr, Houston, TX 77084 34627xxxx9
Blanca E. Blanco, Financial Advisor 5615 Kirby Dr Houston, TX 77005
71385xxxx8 bla************@l**.com
Michael Brown - Financial Advisor, Ameriprise Financial Services 6333 Fm 1960 Rd W, Houston, TX 77069
71350xxxx7 dns*****@a***.com
Antidote Resources Spring, TX 77388
83279xxxx3 ast****@a*********.com 3 5 1
In-Line Financial Services 1919 N Loop W, Houston, TX 77008
gil****@y****.com
Edward Jones - Financial Advisor: Donald E Lacombe 5311 Kirby Dr Ste 100, Houston, TX 77005
71394xxxx0 a.j*********@e**********.com
Lejo Abraham - Financial Advisor, Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx8 cla*********@c************************.com
Michael Pascarella - Private Wealth Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx6 cha**********@a***.com 5 222 225
Edward Jones - Financial Advisor: Karen Hollingsworth 2563 Bay Area Blvd, Houston, TX 77058
28128xxxx1 a.j*********@e**********.com 4.2 5 57
Hergert, David, AGT 1331 Gemini St, Houston, TX 77058
28128xxxx4 ame******************@a***.com 132690 134000
Division of American Express Financial Advisor 800 Gessner Rd Houston, TX 77024 71346xxxx0
Frost Bank 5925 Kirby Dr, Houston, TX 77005
71338xxxx0 a.-*************@f********.com 4.6 14 3 17 3
Jerry Roth - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
Evans Sternau CPA 5701 Woodway Dr Ste 320 Houston, TX 77057
83248xxxx0 cev***@e*.cpa 5 1 28 46
Buckingham Strategic Wealth 3773 Richmond Ave Ste 525, Houston, TX 77046
71349xxxx0 adm**@b****************.com 558 6 652
CFO Wealth Management - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 cfo****************@a***.com 730 733
Discovery Point Wealth Advisors - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx2 dns*****@a***.com 435 444
Oshun 2929 Allen Pkwy Ste 200 Houston, TX 77019
71373xxxx3 che***@o**************.com
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71326xxxx5 cra**************@a***.com 5 2
Yusef Lovette - Financial Advisor, Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx0 dns*****@a***.com
Nico Financial 8300 Bissonnet St Ste 222, Houston, TX 77074 34624xxxx5
Gapinski Huggins Group of Raymond James - Houston Financial Advisors 500 Dallas St Ste 3400, Houston, TX 77002
71357xxxx7 5 2
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 dns*****@a***.com 5 2
Gary Wurl - Certified Financial Planner 12549 Louetta Rd, Cypress, TX 77429
28181xxxx4 dat********@r*******.com 5 5
American Wealth Management 4747 Bellaire Blvd Ste 200 Bellaire, TX 77401
71362xxxx0 jim@k*******.com
Logic Capital Management, LLC 7500 San Felipe St Ste 150 Houston, TX 77063
71378xxxx5 abd**************@l***********.com
George Joe Kurka - Financial Advisor, Ameriprise Financial Services 1428 W Alabama St, Houston, TX 77006
71352xxxx0 dns*****@a***.com
Stephen Richard Cordill - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx6 alb************@u**.com
Frost Bank 3707 Richmond Ave, Houston, TX 77046
71338xxxx0 a.-*************@f********.com 3.6 10 155028 4
Bank of Texas 14098 Northwest Fwy, Houston, TX 77040
71346xxxx0 al**@b**********.com 4.3 35 6275 6400
Evans Sternau 9450 Grogans Mill Rd Ste 145 The Woodlands, TX 77380
83248xxxx0 inf*@e*.cpa 5 6 5 1
Merrill Lynch Financial Advisor Benjamin W Albaitis 800 Capitol St Ste 1900, Houston, TX 77002
71365xxxx5 ali*************@m*.com 5 1
Ameriprise Financial 940 Gemini St, Houston, TX 77058
28148xxxx6 ame******************@a***.com 132690 134000
Legacy Planners Houston, TX 77007
83375xxxx0 inf*@y*****************.com
Bevill Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx3 abc***@u**.com
Raymond James 1111 N Loop W, Houston, TX 77008
71380xxxx9 abc***@r***********.com
Kale Hanson - Ameriprise Financial Advisor 10375 Richmond Ave Ste 1503 Houston, TX 77042
71395xxxx0 dns*****@a***.com
Karl Graham Houston, TX 77064 83253xxxx2
MassMutual Texas Gulf Coast 3700 W Sam Houston Pkwy S Ste 250, Houston, TX 77042
83225xxxx0 bra**@m*********.com 2.6 5
Concenture Wealth Management 15377 Memorial Dr Suite 340, Houston, TX 77079
71393xxxx0 cca******@c***************.com
Robare & Jones 20405 State Hwy 249 Ste 350 Houston, TX 77070
28137xxxx6 adm**@j**************.com 5 1
WRWCO, LLC 5013 Happy Hollow St, Houston, TX 77018
71368xxxx5 bil**********@w*******.com
Mercer Street 6750 W Loop S # 725, Bellaire, TX 77401
34670xxxx0 d-j@m*******.com 5 1
The Tax Remedy 4704 Fm 2920 Rd Spring, TX 77388
28135xxxx0 tax@t***********.com 5 11 5 4
Edward Jones - Financial Advisor: Darwin R Pressley Jr 3600 Fm 1488 Rd Ste 190 Conroe, TX 77384
93627xxxx1 acc**********@e**********.com 5 1
Nxt:Gen Financial Planning 3231 Allen Pkwy, Houston, TX 77019
83233xxxx4 ash***@n*******.com 5 4 460 2
Beacon Financial Advisors 1800 Saint James Pl Ste 101 Houston, TX 77056 71362xxxx1
Edward Jones - Financial Advisor: Jarrett B Lidell 2 Greenway Plz Houston, TX 77046
71355xxxx1 a.j*********@e**********.com 85023
James Matthews - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx8 abc***@u**.com
Edward Jones - Financial Advisor: Jonathan O Hoegemeyer 5806 New Territory Blvd Sugar Land, TX 77479
28156xxxx3 a.j*********@e**********.com 5 1 87358 99000
Wealth Enhancement Group 1800 S Loop W, Houston, TX 77054
71340xxxx0 aba****@w****************.com
Ameriprise Financial 1325 Space Park Dr Ste A, Houston, TX 77058
28133xxxx5 ame****************@e*.ameriprise 132690 134000
Infinity Financial Advisors 5555 West Loop S Ste 420 Bellaire, TX 77401
71376xxxx0 dav*****@i*********.us 4.8 37 4.5 8 5179 977
F C A Corp 5847 San Felipe St, Houston, TX 77057
71378xxxx0 a@e*******.com
Bank of Texas 12764 Memorial Dr, Houston, TX 77024
71336xxxx0 al**@b**********.com 4.2 20 6275 6400
Edward Jones - Financial Advisor Randall Zare 2111 W Governors Cir Houston, TX 77092
71395xxxx7 a.j*********@e**********.com
Crown Financial 16420 Park Ten Pl Ste 125, Houston, TX 77084
28164xxxx5
Wells Fargo Advisors 4645 Reed Rd, Houston, TX 77051 71373xxxx1
Wealth Enhancement Group 1800 West Lp S Ste 1900 Houston, TX 77027
71340xxxx0 aba****@w****************.com
Fidelity Investments 5322 Fm 1960 Rd W, Houston, TX 77069
80079xxxx3 a61****@f*******.com 4.2 20 323717 343000
Ebele Gunn - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
93654xxxx7 adm**@d***********.com
Merrill Lynch Wealth Management 580 Westlake Park Blvd Ste 1630, Houston, TX 77079
28149xxxx4 ago************@m*.com
Edward Jones - Financial Advisor: Danyel T Ramelow 1415 North Loop W Ste 610, Houston, TX 77008
71386xxxx1 a.j*********@e**********.com 4.9 39 248
Wells Fargo Advisors 10261 N Freeway, Houston, TX 77037 28127xxxx0
Fred Zeller - Financial Advisor, Ameriprise Financial Services 1428 W Alabama St, Houston, TX 77006
71352xxxx0 dns*****@a***.com 1 1
Centric 12549 Louetta Rd Cypress, TX 77429
83281xxxx0 inf*@c******.org 4.9 60 5 9 854 42 888
Lincoln Financial Advisors 5629 Fm 1960 Rd W Ste 223 Houston, TX 77069
28188xxxx5 aar********@l**.com
Brown & Bishop Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx0 abc***@u**.com
Merrill Lynch Financial Advisor Daniel Wallach 800 Capitol St, Houston, TX 77002
71365xxxx0 ali*************@m*.com
Peter C Goudeau Jr - Private Wealth Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83235xxxx9 dns*****@a***.com
Cris Financial 810 S Mason Rd Ste 140 Katy, TX 77450
28166xxxx1 jim@c************.com 10
TSA Wealth Management 5718 Westheimer Rd Ste 950 Houston, TX 77057
71373xxxx7 inf*@t****.com 9 18
Post Oak Private Wealth Advisors 1200 Smith St UNIT 610, Houston, TX 77002
28158xxxx0 cli****@p*******************.com 4.9 22
Family Wealth Builder 1301 Fannin St Ste 2440 Houston, TX 77002
83289xxxx0 con***@f******************.com 82 84
Charter Wealth Management, LLC 9720 Cypresswood Dr Ste 150, Houston, TX 77070 28189xxxx0
Russell Judah - Ameriprise Financial Advisor 10375 Richmond Ave Houston, TX 77042 71395xxxx0
Mark Cannon - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 4 1100
Greenbriar Financial Services 801 Travis St Ste 1900, Houston, TX 77002
71365xxxx0 p.r*****@l**.com
Linda Donovan - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx6 rbc*********@r**.com 12830 14000
George Weinbaum 17043 El Camino Real Ste 214 Houston, TX 77058 28148xxxx0
Farmers Insurance - Bob Mitchell 1603 Lakeville Dr Ste 101 Kingwood, TX 77339
28134xxxx5 abb*@b*******************.com 5 1 701 44
Wells Fargo Advisors 901 Gessner Rd, Houston, TX 77024 71346xxxx4
Fohlin Financial Coaching 1923 Washington Ave Ste 2253, Houston, TX 77007
34670xxxx5 chr**@c**********.com 5 5
Wells Fargo Advisors 1005 Bay Area Blvd, Houston, TX 77058 28148xxxx1
Frost Bank 3432 Scott St, Houston, TX 77004
71338xxxx0 a.-*************@f********.com 4.9 11 5 34 6
Edward Jones - Financial Advisor: Nicholas V. Perry 8711 Hwy 6 N Ste 220 Houston, TX 77095
28185xxxx4 a.j*********@e**********.com 5 1
Bayou City Financial Advisors 1400 Broadfield Blvd Ste 101 Houston, TX 77084
83232xxxx1 je**@b*******.com
Ameriprise Financial Advisors - Saacke & Associates 11 Greenway Plz Ste 3000 Houston, TX 77046 71333xxxx3
Mercer Advisors Wealth Management 5555 San Felipe St #200, Houston, TX 77056
80082xxxx2 aar********@m*************.com 5 1 2837 28 2900
Barrington Financial Advisors Inc 9800 Richmond Ave Ste 250 Houston, TX 77042 71378xxxx0 1 1
Ameriprise Financial Advisors 10375 Richmond Ave Ste 1368 Houston, TX 77042 28157xxxx9
LKJ Financial 550 Post Oak Blvd Ste 350 Houston, TX 77027
71384xxxx4 ada***@l***********.com 4 1 133 2 163
Heritage Plus Financial 12337 Jones Rd Ste 351 Houston, TX 77070
28189xxxx9 joh******@h********************.net 5 2
Kenney & Associates Financial Advisory Group, LLC
28146xxxx2 joh*******@s************.business 273999 1256020
Houston Wealth Group 363 N Sam Houston Pkwy E, Houston, TX 77060
28181xxxx0 sup****@h*****************.com
Christopher Green - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx3 abc***@u**.com
FORTITUDE STRATEGIC SOLUTIONS 5718 Westheimer Rd Houston, TX 77057
83278xxxx4 inf*@f**************************.com 5 1 393 4 436
Merrill Lynch Financial Advisor Paul M Margraves 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com 5 1
Houston & Associates - Ameriprise Financial Services, LLC 417 Oakbend Dr #270, Lewisville, TX 75067
97245xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Simon J Tanner, CFP® 11750 Katy Fwy Ste 760, Houston, TX 77079
28149xxxx5 a.j*********@e**********.com 87346 99000
Thomas Rosellini, CFP, CIMA, CPWA, CEPA - UBS Financial Services Inc. 4400 Post Oak Pkwy Ste 1800, Houston, TX 77027
71394xxxx3 alb************@u**.com
Saxon Financial Group 1177 West Loop S Ste 1300, Houston, TX 77027
71342xxxx0 aar************@r***********.com 17482 18000
Kemper Life - Houston East 8799 North Loop E Ste 120, Houston, TX 77029
71367xxxx6 aac***********@k*****.com 4715 7700
Bruce Quick - Private Wealth Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 bru**********@a***.com
Edward Jones - Financial Advisor: Jabari King, CEPA®|ABFP™|AAMS™ 5630 N Eldridge Pkwy Ste 700, Houston, TX 77041
71385xxxx6 a.j*********@e**********.com 87346 99000
First Command 16821 Buccaneer Ln Ste 223, Houston, TX 77058
83251xxxx9 abe***@f***********.com 7379 213 7600
Charles Schwab 4200 Westheimer Rd, Houston, TX 77027
71349xxxx8 aar********@s*****.com
Edward Jones - Financial Advisor: David G Faris 5615 Kirby Dr Ste 410, Houston, TX 77005
71352xxxx5 a.j*********@e**********.com 87346 99000
PEO Broker Houston, TX 77079
71382xxxx8 cus************@p***********.com 5 6 5 1
White Rhino Financial 55 Waugh Dr Ste 150 Houston, TX 77007
83230xxxx0 bra**********@r************.com 2.5 4
Retirement Planners of America 1885 Saint James Place STE 700, Houston, TX 77056
71325xxxx7 amy@r***.com 5 68
Tom Clay - State Farm Insurance Agent 3602 Vista Rd, Pasadena, TX 77504
71394xxxx7 tom**********@s********.com 4.6 55 5 5 5 19 406 20 390
EMG Insurance Brokerage 10000 Memorial Dr Ste 200 Houston, TX 77024
71350xxxx0 eku******@e***********.com 5 4
Old Security Financial Group 20333 State Highway 249, Houston, TX 77070 28137xxxx6 kst*****@o************************.com
Frost Bank 1005 Waugh Dr Ste A, Houston, TX 77019
71338xxxx0 a.-*************@f********.com 5 4 3 2 4
Financial Synergies Wealth Advisors 4400 Post Oak Pkwy STE 200, Houston, TX 77027
71362xxxx0 act****@f*****.com 4.5 14 463 484
Merrill Lynch Financial Advisor Conner Jordan 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Floyd Financial Services Phoenix, TX 77057
60238xxxx2 amb**@f*********************.com
One Stop Tax & Business Solutions 10924 Grant Rd Ste 435 Houston, TX 77070
83271xxxx5 inf*@o***************.net 1 4
Darrell Pennington - Private Wealth Advisor, Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 all********@a***.com 555 2 592
Post Oak Investment Management 4265 San Felipe St, Houston, TX 77027
71396xxxx0 inf*@p****************.com
Edward Jones - Houston Financial Advisor - April Richardson 1343 W 43rd St Ste J Houston, TX 77018
71395xxxx9 a.j*********@e**********.com
Nobility Svcs 350 N Sam Houston Pkwy E Ste B-270 Houston, TX 77060
28122xxxx8
Joan Nye - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri***************@a***.com 1102 3 1100
Karl Graham 10303 Crescent Moon Dr Houston, TX 77064
83253xxxx2
Blake Rusk - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx9 dra*******@r**.com 678 819
Wells Fargo Advisors 1350 W 43rd St, Houston, TX 77018 71368xxxx0
Frost Bank 9651 Katy Fwy Ste 100, Houston, TX 77024
71338xxxx0 ab.******@f********.com 3.1 7 20
Voya Financial 1415 North Loop W Ste 740, Houston, TX 77008
83248xxxx7 dex***********@t****.com
Frost Bank 1 Blvd Place 1700 Post Oak Blvd Suite 120, Houston, TX 77056
71338xxxx0 ab.******@f********.com 3.7 10 7 46 7