Business List: Investment Management Firms in San Diego, CA, United States

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Shusterman Wealth Management 16935 W Bernardo Dr UNIT 223, San Diego, CA 92127
85867xxxx0 inf*@o********.com 5 18 311 325
Bull Oak 4747 Executive Dr Ste 1010 San Diego, CA 92121
85899xxxx0 bul********@c*************.com 5 25 4.9 54 199 36 204
Threshold Investments 5920 Friars Rd Ste 100 San Diego, CA 92108
inf*@t**********************.com 5 1
Fort Stockton Investments 2211 Fort Stockton Dr, San Diego, CA 92103 61988xxxx2
Gabhart Investments 4569 Mission Gorge Pl Ste N San Diego, CA 92120
85835xxxx3 cga*****@g*****************.com
Rohling Wealth Management 6310 Greenwich Dr #150, San Diego, CA 92122
85843xxxx4 mic************@l**.com
Edward Jones - Financial Advisor: David S Peterson 12750 Carmel Country Rd Ste 208 San Diego, CA 92130
85852xxxx0 a.j*********@e**********.com 5 6 203 204
Lucia Capital Group 16789 Bernardo Center Dr, San Diego, CA 92128
80064xxxx0 afr******@l*******.com 5 1 622 23 690
Martin Shapiro Registered Investment Adviser 5151 Murphy Canyon Rd Ste 210 San Diego, CA 92123 85857xxxx0
Woodson Wealth Management San Diego, CA 92130
85892xxxx0 adm**@w********.com 3 2 188 57
Raymond James Financial Services 1011 C Ave, Coronado, CA 92118
61943xxxx3 aar************@r***********.com 17482 18000
Jon Luskin, CFP® San Diego, CA 92101
com*******@j********.com 5 12
The Andrews Group 4250 Executive Sq Ste 800, La Jolla, CA 92037
85855xxxx1 joh*******@c*.rbcwealthmanagement 57
Wall Street Financial Group -- Amy Bennage McNally 12707 High Bluff Dr Ste 200, San Diego, CA 92130 85879xxxx6
Art Of Saving 7224 Shoreline Dr Ste 175 San Diego, CA 92122
85855xxxx1 32b*************************************@w*****************.com 5 1 160
L Squared Wealth Management 302 Washington St Ste 333 San Diego, CA 92103
41534xxxx7 inf*@l*******.com 5 4
Buley James 10616 Scripps Summit Ct, San Diego, CA 92131 85879xxxx7 aar**@a**************.com 901666
San Diego, CA Private Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
80052xxxx7 abc*******@u**.com
LaSalle Investment Management 8910 University Center Ln #100, San Diego, CA 92122
85841xxxx0 abc****@l******.com
The Retirement Group 5414 Oberlin Dr Ste 220, San Diego, CA 92121
80090xxxx7 aai***@t*****************.com 3.7 3 5 1
Centura Wealth Advisory 12255 El Camino Real #125, San Diego, CA 92130
85877xxxx0 aan******@c************.com 53
Edward Jones - Financial Advisor: Rhiana Bible 7777 Alvarado Rd Ste 320, La Mesa, CA 91942 61946xxxx7
Avenue Advisors Serving theSan Diego Area
85845xxxx9
Hamann Property Mgt 2550 Britannia Blvd, San Diego, CA 92154 61971xxxx3
College Planning Source 16980 Via Tazon Ste 110, San Diego, CA 92127
85867xxxx0 cas******@c********************.com 4.8 17 386 6
Rhinelander, Lewis, Cohn & Associates - Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx6 dns*****@a***.com
DRA Family Office Serving theSan Diego Area
61962xxxx6 inf*@d**************.com 19
Quality Asset Management 1525 La Cumbre Dr, La Jolla, CA 92037
85855xxxx7 4c0*************************************@w*****************.com
WestPac Wealth Partners 5280 Carroll Canyon Rd Ste 300, San Diego, CA 92121
61968xxxx0 ale**************************************************@g***********.com 4.6 18 54335 39 104000
Blumenfeld Real Estate 2365 Northside Dr Ste 200, San Diego, CA 92108
88840xxxx4 inf*@j*************.com
Quattro Environmental Inc 649 I Ave, Coronado, CA 92118
61952xxxx4 joh*@q*******************.com 23
Jean-Charles Lebours - Private Wealth Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx0 dns*****@a***.com
Frontier Global Partners 7817 Ivanhoe Ave, La Jolla, CA 92037
85845xxxx0 dav*********@f*********************.com
Western States Investment Group 11585 Sorrento Valley Rd #105, San Diego, CA 92121
85876xxxx4 *re*@w***.com
Edward Jones - Financial Advisor: Kristopher B Shannon 7877 Parkway Dr, La Mesa, CA 91942
61969xxxx8 a.j*********@e**********.com
The Folsom-Sweeney Group 4250 Executive Sq Ste 800, La Jolla, CA 92037
85855xxxx5 joh*******@c*.rbcwealthmanagement
Torrey Capital Investments 11622 El Camino Real, San Diego, CA 92130
85876xxxx2 jac***@t***********************.com
Cis Investments 2615 Camino del Rio S, San Diego, CA 92108
61925xxxx5 inf*@c**************.com 3.7 18
Bowen John Investment Management 1330 Orange Ave, Coronado, CA 92118 61943xxxx4
Hines Interest LP 4747 Executive Dr, San Diego, CA 92121
85843xxxx0 aal******@h****.com 7219 89 7900
Dwayne DW Kitchen - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85853xxxx1 bro*************@a***.com
Buley Wealth Management Group 10636 Scripps Summit Ct #140, San Diego, CA 92131
85865xxxx0
U.s. Bank Atm - Sea World Kiosk 500 Sea World Dr, San Diego, CA 92109
80087xxxx7 aar************@u*****.com 3.7 3 345513 5375 348000
A B Investments 5730 Guincho Rd, San Diego, CA 92124 85827xxxx9
Ross Allford - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx1 ros*********@r**.com 20
Top Producer Real Estate 2820 Camino Del Rio S Ste 314, San Diego, CA 92108
88839xxxx8 bta****@s********.net
Blue Sky Equity Partners 225 Broadway, San Diego, CA 92101
85845xxxx0 use*@d*****.com
Allianz Global Investors 600 W Broadway # 2900, San Diego, CA 92101 61968xxxx0
von Berge Wealth Management 600 W Broadway, San Diego, CA 92101
61934xxxx3 eri*********@v****************.com
Market Pulse Wealth Management 12555 High Bluff Dr Ste 210 San Diego, CA 92130
61955xxxx9 5 6
Retirement Income Specialists San Diego, CA 92120 61931xxxx3
First Allied Securities Inc 655 W Broadway, San Diego, CA 92101
60226xxxx6 aba********@f**********.com 2.5 2 1960 109 2200
Coseo Properties Inc 10920 Via Frontera #500, San Diego, CA 92127
76047xxxx3 cal*****@c**************.com 4.6 9
The Capital Group 2221 Camino Del Rio S Ste 303, San Diego, CA 92108
61929xxxx3 inf*@c******************.com
Lucia Capital Group 13520 Evening Creek Dr N Ste 300, San Diego, CA 92128 61949xxxx5
Wells Fargo Private Bank 4475 Executive Dr, San Diego, CA 92121
85859xxxx4 acc*****************@w*********.com
Marine Street Financial 7825 Fay Ave # 240, La Jolla, CA 92037
85875xxxx1 a.b@w*****************.com
Edward Jones - Financial Advisor: Joshua Lightcap 814 Morena Blvd Ste 301, San Diego, CA 92110 61949xxxx9
Crown Investment Group 4290 Aloha Pl, San Diego, CA 92103 61929xxxx6
High Bluff Capital 12760 High Bluff Dr #310, San Diego, CA 92130
85828xxxx0 b6b*************************************@w*****************.com 3 2
Dph Investment Co 1050 Rosecrans St, San Diego, CA 92106 61922xxxx5
Fidelity Investments 7676 Hazard Center Dr Suite 820, San Diego, CA 92108
80063xxxx2 a.m**@f*******.com 3.7 28 329208 353000
Schad, Leo 4250 Executive Sq, La Jolla, CA 92037
85855xxxx5
Arcadian Financial Services San Diego, CA 92116
76069xxxx8 ala**@a*****************.com
WealthPath Advisors San Diego, CA 92111 61994xxxx3
Goodrich Financial Group 16835 W Bernardo Dr Ste 105, San Diego, CA 92127 85848xxxx0 deb****@g*********.com
Athena A Constant - Private Wealth Advisor, Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85834xxxx0 ath**************@a***.com 204 208
Peter Morimoto 12626 High Bluff Dr Ste 400, San Diego, CA 92130
85872xxxx5 acc************@f************.com
Mcm Family Partners 5771 Copley Dr, San Diego, CA 92111 85824xxxx0
Commercial Asset Advisors 8787 Complex Dr Suite 420, San Diego, CA 92123
85836xxxx0 bri**@c*****.com 4.5 24
Hoylecohen Wealth Management 350 Camino De La Reina Ste 500 San Diego, CA 92108
85857xxxx0 ale********@h*********.com
Northpoint Asset Management 845 15th St Suite 103, San Diego, CA 92101
61988xxxx3 ada********@n***********.com 5 12 163 184
Golden Rule Financial Planning 9655 Granite Ridge Dr Ste 200 San Diego, CA 92123
85891xxxx0
Meissner Commercial Real Estate Services | Property Management & Property Management Accounting Services 4995 Murphy Canyon Rd #100, San Diego, CA 92123
85837xxxx4 dus****@m***********.com 4.7 29 118 36 126
Spectrum Property Management 8799 Balboa Ave, San Diego, CA 92123
85856xxxx9 btw******@s**********.com
City Link Investment Corp 2550 5th Ave, San Diego, CA 92103
61922xxxx4
Modern Money Management San Diego, CA 92115
85822xxxx5 nni******@y****.com 5 2
EquityPro Capital LP 475 10th Ave, San Diego, CA 92101 61923xxxx9
Patricia & Christopher Weil 11236 El Camino Real, San Diego, CA 92130
85870xxxx6 c18*****************************@s*****.wixpress
Global Investment Attraction Group 501 W Broadway #259, San Diego, CA 92101
61967xxxx2 rfl**@g**********.com 1 1
San Diego Office 12626 High Bluff Dr, San Diego, CA 92130
85585xxxx1 inf*@c***********.com 80 2 77
Paffendorf Wealth Management Group of Wells Fargo 4655 Executive Dr, San Diego, CA 92121
85826xxxx3
Highlands Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx2 abc***@u**.com
Woods, Vaughn CFP 2226 Avenida De La Playa Ste A, La Jolla, CA 92037
85845xxxx0 joh*******@v**********.com
Gold Path Investment Group Chula Vista, CA 91915
85856xxxx0 kgu******@g****.com
Samuels Brian E 10636 Scripps Summit Ct Ste 116, San Diego, CA 92131 85854xxxx1
Fenway Asset Management 3721 Valley Centre Dr Ste 300, San Diego, CA 92130
85843xxxx0
Christopher Weil & Company, Inc. 11236 El Camino Real STE 200, San Diego, CA 92130
85872xxxx0 c18*****************************@s*****.wixpress 52
Rodney Simms San Diego, CA 92107 5 1
C I Holding Group Inc 4995 Murphy Canyon Rd, San Diego, CA 92123
76047xxxx6 inf*@c***************.com
Rundlett Financial 405 S Magnolia Ave El Cajon, CA 92020
61958xxxx0 bob*******@l**.com 5 1
Mll Investment Company 1501 5th Ave Ste 200 San Diego, CA 92101 61923xxxx7
Presidio Capital Management 12626 High Bluff Dr Ste 440, San Diego, CA 92130
85846xxxx9 ali**@p*********.com
Morgan Stanley 1111 Prospect St, La Jolla, CA 92037
85872xxxx8 acm***********@m************.com
Matthew F. Sweeney - RBC Wealth Management Financial Advisor 4250 Executive Sq Ste 800, La Jolla, CA 92037
85855xxxx5
Appraisal Institute San Diego Chapter 4849 Ronson Ct Ste 102, San Diego, CA 92111
85829xxxx4 adm**@a*********.org 5 3 186 201
American Money Management LLC 14249 Rancho Santa Fe Farms Rd, Rancho Santa Fe, CA 92091
85875xxxx9 amo***@a********.com 5 2
Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx1 ang*********@a***.com
Dixieline Fund Control 9444 Balboa Ave #170, San Diego, CA 92123
85887xxxx4 aly********@d********.com 3.7 3
Shareholders Service Group 9845 Erma Rd Ste 312, San Diego, CA 92131
85853xxxx1 bbo***@s***************.com
San Diego’s Finest Properties 1671 Kettner Blvd San Diego, CA 92101
85869xxxx6 adm**@s*****************.com 3 8 3 4
Julia Cheng Wealth Management 7510 Clairemont Mesa Blvd, San Diego, CA 92111
85850xxxx9 con****@g********.com
Shusterman Financial Services 11545 W Bernardo Ct Ste 202, San Diego, CA 92127
85867xxxx0 bry***@s***************.com
TIAA Financial Services 3655 Nobel Dr Ste 140, San Diego, CA 92122
87755xxxx8 acc******************@t***.org 5 2 90764 492
Jan Pretorius - Financial Advisor, Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 ala*********@a***.com
Joseph Financial 3550 Camino Del Rio N #320 San Diego, CA 92108
85838xxxx0 bob**@j*****************.com 1 1
Cryptosprimetrader 101 W Broadway, San Diego, CA 92101
21790xxxx5 inf*@c*****************.com
Pacific Southwest Brokers 5080 Shoreham Pl San Diego, CA 92122 85845xxxx0
Blair, Brian 4250 Executive Sq, La Jolla, CA 92037
85855xxxx0 des*********@r**.com
Design Wealth Advisors 4250 Executive Sq Ste 800, La Jolla, CA 92037
85855xxxx4 des*********@r**.com
Edward Jones - Financial Advisor: Ryan S Kinney 900 Lane Ave Ste 110, Chula Vista, CA 91914
61939xxxx8 a.j*********@e**********.com 87384 100000
Cetera Investors 9275 Sky Park Ct #350, San Diego, CA 92123
85865xxxx0 a.h*******@c*****.com 4.3 3 1960 109 2200
Morgan Stanley Wealth Management 101 W Broadway Ste 200, San Diego, CA 92101 61923xxxx1
TNL Car Title Loans 1230 Columbia St Ste 440, San Diego, CA 92101
61967xxxx8 3ce*************************************@w*****************.com
Heritage West Financial, Inc. 5040 Westminster Ter San Diego, CA 92116
61923xxxx7 inf*@h***.com 1 2
Prudential Financial 7676 Hazard Center Dr Ste 600, San Diego, CA 92108
61954xxxx0 aar*******************@p*********.com
Edward Jones - Financial Advisor: Jason M Lavely 2222 Fern St, San Diego, CA 92104
61951xxxx4 a.j*********@e**********.com
Camacho Financial Services 2650 Camino Del Rio N San Diego, CA 92108
61935xxxx5
Oak Harbor Financial 2727 Camino Del Rio S San Diego, CA 92108 61929xxxx0
Slingshot Investments 1901 First Ave San Diego, CA 92101
61944xxxx0 and********@s*******************.com 5 2 116
Source Capital Funding 600 W Broadway Ste 700 San Diego, CA 92101
88833xxxx6 ama******@h*************.com 4.9 318 4.5 29
Fleming & Associates 750 B St Ste 3300, San Diego, CA 92101
61923xxxx3 aed*****@e**************.com
The Looser Financial Group 1761 Hotel Cir S Ste 106 San Diego, CA 92108
61956xxxx7 cas**********@t**********************.com 5 1
Zimmerman Private Wealth Management 3111 Camino Del Rio N Ste 400 San Diego, CA 92108
61952xxxx5 bri**@z***********.com 5 1 5 14 88 84
Action Investment Management Inc 3033 5th Ave Ste 235, San Diego, CA 92103 61970xxxx0
Pathfinder Partners 4380 La Jolla Village Dr Ste 250, San Diego, CA 92122
85887xxxx0 ahe**@p**************.com 38 41
Private Asset Management Inc. 5348 Carroll Canyon Rd, San Diego, CA 92121 85875xxxx0 a.-*@p*****.com
Brycorp 4143 Mississippi St, San Diego, CA 92104
61926xxxx4 aap*************@d****************.com
Nerad and Deppe Wealth Management 8910 University Center Ln Ste 645, San Diego, CA 92122 85845xxxx5
Umpqua Bank 7777 Alvarado Rd Ste 114, La Mesa, CA 91942
61966xxxx7 abc*******@u*********.com
ATS Wealth Management 5435 Oberlin Dr #200, San Diego, CA 92121
85864xxxx7 inf*@a***********.com 5 6 201 208
Jon M. Luskin, MBA, CFP® San Diego, CA 92105
61939xxxx4 com*******@j********.com
College Planning Source 10875 Rancho Bernardo Rd Ste 106, San Diego, CA 92127
85867xxxx0 cas******@c********************.com 4.5 11 392 4 404
Edward Jones 5012 Central Ave Ste E, Bonita, CA 91902
61926xxxx4 a.j*********@e**********.com 85136
SagePoint Financial 4180 La Jolla Village Dr Ste 410, La Jolla, CA 92037
85835xxxx2 dom****@a***********.com 2985 27 3500
Gregg Palmer 12626 High Bluff Dr Ste 400, San Diego, CA 92130
85872xxxx6 acc************@f************.com
Modern Wealth Group 2535 Camino Del Rio S Ste 155 San Diego, CA 92108 86699xxxx5 5 1
Asset overages San Diego, CA 92122
61966xxxx5
Edward Jones - Financial Advisor: Jamie A Meronoff 4010 Morena Blvd Ste 200 San Diego, CA 92117
85855xxxx1 a.j*********@e**********.com 5 6 87586 100000
KITCHEN KELLOGG GROUP - Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85853xxxx1 bro*************@a***.com
San Diego Wealth 6390 Greenwich Dr Ste 215 San Diego, CA 92122
85827xxxx5 ari**@s*************.com 5 7 2145 2100
Merrill Lynch Wealth Management 11811 Bernardo Plaza Ct, San Diego, CA 92128
85867xxxx0 ale*********@m*.com
Brandy Investments Inc 600 W Broadway #1420, San Diego, CA 92101
85845xxxx0 kei**@b****************.com
San Diego Property Management & Bitterlin Companies 3990 Old Town Ave Suite #B101, San Diego, CA 92110
61971xxxx5 ama****@b********.com 4.9 8
Creative Planning 12760 High Bluff Dr Ste 210 San Diego, CA 92130
86627xxxx8 a.j******@c***************.com
Coleman & Johnson Financial Advisors Financial Network Investmen 3131 Camino Del Rio N San Diego, CA 92108 61928xxxx8
Tristar Asset Management 4420 Hotel Circle Ct, San Diego, CA 92108
61987xxxx0 off***************@g****.com
Total Wealth Management 8880 Rio San Diego Dr Ste 800, San Diego, CA 92108
80061xxxx6 aha**@m*****.com
Edward Jones 6050 Santo Rd, San Diego, CA 92124
85851xxxx6 a.j*********@e**********.com 87586 100000
Voyant Advisors 15373 Innovation Dr, San Diego, CA 92128
85879xxxx0 aco**@v*************.com
Ivan A Schleder - Ameriprise Financial Services 8880 Rio San Diego Dr Fl 8 San Diego, CA 92108
61920xxxx5 dns*****@a***.com
Ariston Services Group, LLC Symphony Tower Llc, 750 B St #2630, San Diego, CA 92101
61924xxxx6 ale******@a*******************.com
elhoff wealth strategies 3665 Ruffin Rd, San Diego, CA 92123
61937xxxx0 dav*@e*****.com
Danielle Vigneault - Financial Advisor, Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85834xxxx0 ath**************@a***.com 5 4 204 208
Gary P Endres - Stifel Nicolaus 5780 Fleet St Ste 250 Carlsbad, CA 92008
76080xxxx0 end****@s*****.com
Wealth Analytics 12730 High Bluff Dr Ste 260, San Diego, CA 92130
85879xxxx0 bel**@w**************.com
Legacy Family 310 Third Ave Ste C-21 Chula Vista, CA 91910
61987xxxx9
Merrill Lynch Wealth Management 701 B St 24th Floor, San Diego, CA 92101
61969xxxx0 3d@l****.ml 4.7 3
Ameriprise Financial Advisors 3550 Camino Del Rio N Ste 100 San Diego, CA 92108 61928xxxx1
Capital Business & Tax Service 4780 Mission Blvd, San Diego, CA 92109 61927xxxx0 4.8 12 4.7 53
Pacific Investment Management Co 550 W C St, San Diego, CA 92101
61923xxxx6 aam***********@p****.com
Clark Realty Advisors 3830 Valley Centre Dr Ste 705, San Diego, CA 92130
87721xxxx5 ant****@c******************.com 5 1
LM Advisors 750 B St Ste 3020 San Diego, CA 92101 61981xxxx0
Realty Income 11995 El Camino Real, San Diego, CA 92130
85848xxxx0 aab***@r***********.com 4.9 9
Edward Jones 9815 Carroll Canyon Rd San Diego, CA 92131
85856xxxx9 a.j*********@e**********.com 4 1
Pure Financial Advisors, Inc. 3131 Camino Del Rio N Ste N, San Diego, CA 92108
61981xxxx0 abb********@p************.com 5 6 1664 1700
Weiss-Schoenborn Insurance & Investment Services 9460 Cuyamaca St Ste 102 Santee, CA 92071 61944xxxx2 5 1
Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services 13520 Evening Creek Dr N Ste 110, San Diego, CA 92128
85879xxxx8 deb***********@a***.com 163 179
Reyes Financial Architecture 4660 La Jolla Village Dr Ste 725 San Diego, CA 92122
85859xxxx6 a@r********.com 4.8 9 3.5 4 203 25 208
WorthPointe 888 Prospect Ave Ste 200 La Jolla, CA 92037
80062xxxx2 inf*@w***.com
Copley Financial Group 2650 Camino Del Rio N Ste 350 San Diego, CA 92108
61929xxxx8 fin*************************@d***.jewellaprivacy 4.4 7 179
Manning Wealth Management, Inc 401 B St UNIT 2300, San Diego, CA 92101
61923xxxx7 bi**@m********.com
Capital Growth Inc. Wealth Management 12680 High Bluff Dr, San Diego, CA 92130
85855xxxx0 art*@c***************.com 5 4 242 21 246
Harland Property Management 920 Kline St Ste 202, La Jolla, CA 92037
85836xxxx3 inf*@h********.com 4.4 102 2432 7 2400
Bank of the West 4180 La Jolla Village Dr Ste 150 San Diego, CA 92037
85876xxxx0 aak***************@b************.com 2.9 14 1.9 16 3 1063 98474 1600 99000
National Asset Direct Inc 10815 Rancho Bernardo Rd, San Diego, CA 92127
85848xxxx1 abo***@n******************.com
Stephen H Geribo - Financial Advisor, Ameriprise Financial Services 7968 El Cajon Blvd, La Mesa, CA 91942
85876xxxx0 dns*****@a***.com
SkyCity Advisors 185 F St Suite 100, San Diego, CA 92101
61948xxxx2 jaf@s**************.com
WealthBuilders 111 C St Encinitas, CA 92024
40864xxxx8 eri*@w*********.com 5 12
Financial Markets Analysis 9909 Mira Mesa Blvd, San Diego, CA 92131
85854xxxx0 inf*@f*******.com
Safe Harbor Asset Management 2635 Camino Del Rio S, San Diego, CA 92108
61957xxxx1
Pahal, Vora and Associates - Ameriprise Financial Services 401 W A St Ste 2245 San Diego, CA 92101
61935xxxx3 ali***********@a***.com 5 1
Morgan Stanley Wealth Management Serving theSan Diego Area 61923xxxx6 abe*******@m***.com
PracticeCFO 13400 Sabre Springs Pkwy Ste 255 San Diego, CA 92128
80067xxxx2 aar**@p**********.com 5 23 214 4 235
Prime Asset Management 4355 46th St San Diego, CA 92115 61928xxxx5 2.2 10
Edward Jones - Financial Advisor: Alex M Zubak 10330 Friars Rd, San Diego, CA 92120
61951xxxx5 a.j*********@e**********.com 85136
Edward Jones 11440 W Bernardo Ct Ste 273, San Diego, CA 92127 85848xxxx4
Dan Conway & Associates 3860 Valley Centre Dr Ste 409, San Diego, CA 92130
88840xxxx4 acw**************@g****.com 4.9 17
Paragon Management Company 4370 La Jolla Village Dr Ste 640, San Diego, CA 92122
88840xxxx4 cur***@p*************.com
Satori Wealth Management Inc 4660 La Jolla Village Drive Suite 100, San Diego, CA 92122
61930xxxx3 dan*********@s***********.com
Stephanie Karpow - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx8 bar**************@a***.com 220 229
Creative Capital Management Investments LLC (CCMI) 6265 Greenwich Dr STE 201, San Diego, CA 92122
61929xxxx3 abb*@m*****.com 5 1
Russ Zorn - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85853xxxx1 bro*************@a***.com
Independent Capital Management Inc 3131 Camino Del Rio N, San Diego, CA 92108
61928xxxx2 a.a@i***********.com
Creative Capital Management Investments 6265 Greenwich Dr Ste 201 San Diego, CA 92122
61929xxxx3 aha**@m*****.com 5 3 548
Ranch Capital 12275 El Camino Real, San Diego, CA 92130 85852xxxx9
Brookstreet Securities 4380 Viewridge Ave Ste C San Diego, CA 92123 85829xxxx3
Crawford Capital Management Inc 7676 Hazard Center Dr, San Diego, CA 92108 61923xxxx6
San Diego Financial Advisor - Platt Wealth Management 3838 Camino Del Rio N Unit 365, San Diego, CA 92108
61925xxxx4 inf*@p******.com 5 2 114 126
T M Murphy Investment Management Inc. Serving theSan Diego Area 85879xxxx9
Wilsey Asset Management 10620 Treena St Ste 100 San Diego, CA 92131
85854xxxx6 all****@w********************.com 5 2 5 2
Health Insure For You 600 Prospect St Apt 5, La Jolla, CA 92037
85823xxxx9
La Jolla Economics 7608 La Jolla Blvd, La Jolla, CA 92037
85845xxxx7 aca***@l***************.com
Edward Jones - Financial Advisor: Chris Campion 5012 Central Ave, Ste E Bonita, CA 91902
61926xxxx4 a.j*********@e**********.com 5 1 86311 97000
CFG Wealth Management 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122
85855xxxx0 ale**********@c*****.com 4.6 21
Ra Capital Advisors 11988 El Camino Real, San Diego, CA 92130
85870xxxx0 bac*@r***.com
Christopher Cohn - Ameriprise Financial Services 8910 University Center Ln Ste 200 San Diego, CA 92122
85879xxxx5 chr*************@a***.com
RGB Capital Group San Diego, CA 92127
85836xxxx0 a4c*************************************@w*****************.com
Ito & Girard Associates 3930 Utah St Ste K San Diego, CA 92104 61929xxxx0 3.7 3
Fortress Management Firm 7770 Regents Rd Ste 113-248, San Diego, CA 92122 88821xxxx0
Justin Sean Raymond Tipp-JPMorgan Wealth Management 1280 4th Ave, San Diego, CA 92101
61933xxxx7 acc*****@u*******.jpmorgan
Grigg Financial Group 3111 Camino Del Rio N Ste 430, San Diego, CA 92108
61959xxxx9 adm**@g******************.com 3 1 251
Sean Donnelly - Financial Advisor, Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com 119 5 121
Kraken Investments Inc PO Box 19186, San Diego, CA 92159 61956xxxx0
Legacy Home Financing Inc 11526 Sorrento Valley Rd Ste B3, San Diego, CA 92121 85867xxxx8
Allford, Ross 655 W Broadway, San Diego, CA 92101
61969xxxx1 rbc*********@r**.com
Denali Advisors 5075 Shoreham Pl, San Diego, CA 92122
85855xxxx0 ann*@d*************.com
Eiger Wealth Management, LLC 16855 W Bernardo Dr Suite 310, San Diego, CA 92127
85876xxxx0 inf*@e**********.com
Meiss Wealth Management, Inc. 1980 Kettner Blvd #408, San Diego, CA 92101
85838xxxx0 ric*@m******.com
Point Loma Investment Management Inc 1819 Catalina Blvd, San Diego, CA 92107 61926xxxx3
Edward Jones 7877 Parkway Dr Ste 2a, La Mesa, CA 91942
61969xxxx8 a.j*********@e**********.com 88 91
Advanced Equities Asset Management 655 W Broadway Ste 1050, San Diego, CA 92101 61970xxxx0
Capital Professional Property Managers 7343 Ronson Rd #E, San Diego, CA 92111
85826xxxx0 cat***********@g****.com 4 12
Thweatt Harry Cfp 5151 Shoreham Pl San Diego, CA 92122 85845xxxx3
Trusted House Buyers 10650 Scripps Ranch Blvd Ste 207, San Diego, CA 92131 61978xxxx3
Herges Capital Management 5478 Renaissance Ave, San Diego, CA 92122
85831xxxx0 ays**@h************.com
Harrison & Associates - Ameriprise Financial Services 12555 High Bluff Dr Ste 380 San Diego, CA 92130
85834xxxx0 dea**********@a***.com 5 15 4.7 12
Mercer Advisors 5348 Carroll Canyon Rd, San Diego, CA 92121
85879xxxx0 adv***@m*************.com 5 5
RO-Land, LLC 2534 State St, San Diego, CA 92101 61976xxxx9
Ameriprise Financial Advisors - Littlejohn & Associates 12555 High Bluff Dr Ste 160 San Diego, CA 92130 85834xxxx1 5 1
Edward Jones - Financial Advisor: Jesse D Sikorski 8140 La Mesa Blvd La Mesa, CA 91942
61946xxxx0 a.j*********@e**********.com 5 1
Cheryl Lopez - Financial Advisor, Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 che***********@a***.com
City National Bank - Carlsbad 2011 Palomar Airport Rd Ste 100 Carlsbad, CA 92011
76091xxxx0 ava********@c**.com 5 2 5 2 5383 152 5900
Archipelago Wealth Management - Arthur Muniz, CFP®, CEPA, AIF® 402 W Broadway Suite 400, San Diego, CA 92101
61944xxxx2 con****@a************.com
Satori Wealth Management 4660 La Jolla Village Dr Ste 100 San Diego, CA 92122
61930xxxx3 dan**@s***********.com 5 8 5 9 117
La Jolla Wealth Management 888 Prospect St, La Jolla, CA 92037 85858xxxx1
David L Moran La Mesa, CA 91942 5 6
Sage Point 7373 University Ave Ste 116, La Mesa, CA 91942 61966xxxx9
Conquest Capital Partners 4475 Mission Blvd Ste 238, San Diego, CA 92109
85849xxxx0
RIMAR Capital LLC 550 W B St 4th Floor, San Diego, CA 92101
65050xxxx7 con****@r***********.com
Edward Jones - Financial Advisor: Lili Rurup 814 Morena Blvd Ste 301, San Diego, CA 92110
61949xxxx9 a.j*********@e**********.com
Hav Capital 7835 Ivanhoe Ave, La Jolla, CA 92037
85826xxxx1 hor*************@f*********************.com
Gold List Properties 3058 Clairemont Dr Ste 11, San Diego, CA 92117 85871xxxx0 abh*@p********.com 5 4
Wonder Wealth San Diego, CA 92109
61953xxxx0 jon*****@w*************.com
Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™ 5083 Santa Monica Ave Ste 1, San Diego, CA 92107
61922xxxx7 a.j*********@e**********.com 165
Wealth Legacy Group, Inc. 4540 Kearny Villa Rd Ste 202, San Diego, CA 92123
85827xxxx0 car***@w****************.com 5 15 37 7 38
Successful Solutions 8787 Complex Dr Ste 410, San Diego, CA 92123
61946xxxx3 dav**@s******************.com
RBD Ventures 4850 Pacific Hwy Ste 110 San Diego, CA 92110
61963xxxx0 1 3
Bula Ventures Inc 4275 Executive Sq, La Jolla, CA 92037
85831xxxx4
Paulin, Rachel 655 W Broadway, San Diego, CA 92101
61969xxxx2 rbc*********@r**.com
Iverson Kris Lpl 4425 Bayard St, San Diego, CA 92109 85841xxxx0
West Point Investment Corporation 1020 Prospect St, La Jolla, CA 92037 85845xxxx5 joh*@w**********.com 18
Concert Wealth Management 12520 High Bluff Dr Ste 312, San Diego, CA 92130 85879xxxx4
Mirabella Investments Group 9011 Mira Mesa Blvd # 246, San Diego, CA 92126 88827xxxx2
Golden project San Diego, CA 92123 61936xxxx7 1 1
TNL Car Title Loans 6390 Greenwich Dr Ste 180, San Diego, CA 92122
61931xxxx6 3ce*************************************@w*****************.com
Edward Jones - Financial Advisor: Hayley Beard 963 Orange Ave Coronado, CA 92118
61943xxxx2 a.j*********@e**********.com 5 2 87586 100000
Wanke Industrial Commercial Residential 9424 Chesapeake Dr, San Diego, CA 92123 85827xxxx9
Meissner Jacquet Investment Management Services 5330 Carroll Canyon Rd Ste 200, San Diego, CA 92121
85837xxxx4 and****@m**************.com 118 36 125
Edelman Financial Engines 3570 Carmel Mountain Rd Ste 450, San Diego, CA 92130
83375xxxx3 aar**@e**********************.com
Joshua Thompson - Associate Financial Advisor, Ameriprise Financial Services 13520 Evening Creek Dr N Ste 110, San Diego, CA 92128
85879xxxx8 deb***********@a***.com
Edward Jones - Financial Advisor: Alex M Zubak 3838 Camino Del Rio N Ste 375, San Diego, CA 92108
61951xxxx5 a.j*********@e**********.com 87384 100000
PacTrust Bank 5508 Balboa Ave San Diego, CA 92117
85871xxxx0 ali********@p***********.com
Securities America 2247 San Diego Ave Ste 130 San Diego, CA 92110 61968xxxx1
AWM Global Advisors 750 B St Suite 2850, San Diego, CA 92101 61922xxxx0
San Diego Wealth Management Group - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx2 abb*********@u**.com
Arlen Pacific 1650 Hotel Cir N, San Diego, CA 92108
61922xxxx7 0c9*************************************@w*****************.com
Bernstein Private Wealth Management 4365 Executive Dr # 700, San Diego, CA 92121
85881xxxx0 aak********@b********.com
A & M Investment Management 12121 Scripps Summit Dr, San Diego, CA 92131 85827xxxx0
Sanya Mulhern - RBC Wealth Management Branch Director 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx2 bri*********@r**.com
HomeReach com Real Estate 1608 India St Ste 104, San Diego, CA 92101 87721xxxx5
Maxima Investment Group 1660 Manzana Way, San Diego, CA 92139 61982xxxx2
CCS Capital Management 15373 Innovation Dr, San Diego, CA 92128
85885xxxx1 inf*@c*****.com
Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial 2221 Camino del Rio S STE 307, San Diego, CA 92108
61946xxxx0 ixc***********@l**.com 5 6 31 32
Torreycove Capital Partners 1200 Prospect St Ste 200, La Jolla, CA 92037
85845xxxx0 ama*****@t*********.com
The Churchill Group, Inc. 3914 Murphy Canyon Rd Ste A223, San Diego, CA 92123
31331xxxx4
Ranch Capital LLC 11452 El Camino Real # 120, San Diego, CA 92130 85852xxxx9
Telos Capital Management Inc 12121 Scripps Summit Dr, San Diego, CA 92131
85827xxxx0 aar****@t*******.com
Creditlink Corp 1450 Frazee Rd Ste 408, San Diego, CA 92108
61928xxxx8 bra*@c*********.com
Mark Duval - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx9 ayu**********@a***.com
Trinity Investments 864 Grand Ave # 490, San Diego, CA 92109 87721xxxx5
Driven Wealth Management San Diego, CA 92107
61963xxxx0 dri*********@p*********.is 5 1
Telesis Financial 1011 Camino Del Rio S Ste 320, San Diego, CA 92108
61926xxxx0 ali***@t***************.com 3 2
Mercer Advisors Wealth Management 5348 Carroll Canyon Rd #200, San Diego, CA 92121
85875xxxx9 aar********@m*************.com 5 5 2836 28 2900
Morgan Stanley Wealth Management 5464 Grossmont Center Dr, La Mesa, CA 91942
61966xxxx0 acm***********@m************.com
Waterfront Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx7 abc*******@u**.com
Pure Financial Advisors, LLC 3131 Camino Del Rio N #1550, San Diego, CA 92108
61981xxxx0 3d@p************.com 5 6 1665 1700
Parabolic Asset Management - San Diego Financial Advisor 7565 Charmant Dr Unit 502 San Diego, CA 92126
61988xxxx0 hey*******@g****.com 5 22 5 10 99 100
The Financial Planning & Investment Group - Ameriprise Financial Services, LLC 4455 Morena Blvd, Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 ala*********@a***.com 5 1
Edward Jones - Financial Advisor: James P Needy 6265 Greenwich Dr Ste 115, San Diego, CA 92122
85865xxxx2 a.j*********@e**********.com 250
Strategic Financial Solutions 7676 Hazard Center Dr Ste 1150 San Diego, CA 92108 61968xxxx2
Bradley Wealth 350 10th Ave Ste 820, San Diego, CA 92101
61951xxxx0 ale*@b************.com 763 776
MBH Holdings 1257 Inspiration Dr, La Jolla, CA 92037 85845xxxx2
Scottrade - Online Trading & Stock 16449 Bernardo Center Dr, San Diego, CA 92128
85867xxxx0 dns*****@s*****.com 393351
Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS™ 3007 Clairemont Dr Ste E, San Diego, CA 92117
61927xxxx5 a.j*********@e**********.com 5 1 87384 100000
Andrew Hathaway - Financial Advisor, Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 and**************@a***.com 121 122
Ameriprise Financial Advisors 8880 Rio San Diego Dr 8th Fl San Diego, CA 92108 61920xxxx5
Security Investment Partners 2907 Shelter Island Dr Ste 105-405 San Diego, CA 92106
61978xxxx1 5 1
Edward Jones - Financial Advisor: Ryan Barnhill 7777 Alvarado Rd Ste 320, La Mesa, CA 91942
61946xxxx7 a.j*********@e**********.com 104 107
Robinson Wealth Management of Raymond James 8910 University Center Ln Ste 600, San Diego, CA 92122
85832xxxx1 aar**********@r***********.com 5 1
Silverleaf Financial 1401 Air Wing Rd, San Diego, CA 92154
61966xxxx1 aza******@s******************.com
Ral Investment Corporation 11696 Sorrento Valley Rd Ste 200, San Diego, CA 92121
85844xxxx7 ala*@s***************.com
Repositax Inc 1804 Garnet Ave Ste 175, San Diego, CA 92109
85882xxxx0 mic****@r********.com
Edward Jones - Financial Advisor: Trey Gallegos 11440 W Bernardo Ct Ste 262, San Diego, CA 92127
85852xxxx6 a.j*********@e**********.com 87384 100000
City National Bank - San Diego - Downtown 501 W Broadway Ste 100 San Diego, CA 92101
61923xxxx0 ava********@c**.com 5 2 5 2 5370 151 5900
American Express Financial Advisors Inc-James Buley Serving theSan Diego Area 85854xxxx0 ame******************@a***.com 132670 134000
Financial Planning Consultants 1450 Frazee Rd Ste 308, San Diego, CA 92108
61929xxxx4 aud****@f***************.com
Axos Bank 4350 La Jolla Village Dr San Diego, CA 92121
87724xxxx2 acc****************@a*******.com 3.8 812 2 100 20478 20000
Green Path Funding 5640 Baltimore Dr, La Mesa, CA 91942 61966xxxx3
Sterling Investment Group, Inc.
61935xxxx9 ang**@s***************.com 4.9 38
Callahan Capital Management & Insurance 4765 Keswick Ct, San Diego, CA 92130
85862xxxx0 col****@c******************.com 1098
Investment Property Advisors of San Diego 9320 Chesapeake Dr #104, San Diego, CA 92123
85849xxxx2 fin******@i******.com 5 1
Golden State Property Management 1901 1st Ave Ste 217l, San Diego, CA 92101
85534xxxx7 adm**@8******.com 222 4
Tamara Huey - Ameriprise Financial Services 3550 Camino Del Rio N Ste 100 San Diego, CA 92108
61950xxxx7 arw***@a***.com
Coastwise Capital Group, LLC 888 Prospect St Ste 201, La Jolla, CA 92037 85845xxxx0
Nerad & Deppe Financial Advisory Practice 8910 University Center Ln Ste 645, San Diego, CA 92122
85845xxxx5 aar**@a**************.com 903696
Coastedge Partners 888 Prospect St, La Jolla, CA 92037
85899xxxx7 ali**@c********.com
Sonoca Corp 3919 30th St, San Diego, CA 92104
85820xxxx0 der**@s*****.co 4.7 31
Santa Fe' Wealth Management, Inc. 5755 Oberlin Dr Ste 301, San Diego, CA 92121
61997xxxx3 has*****@s************.com
Alliance Investment Corp 4330 La Jolla Village Dr, San Diego, CA 92122
85859xxxx0 hel*****@o*****.org 458 3 473
Permanent Value Inc Serving theSan Diego Area
61968xxxx4 bdo***@p*************.com 73
Messner & Smith Theme-Value 530 B St, San Diego, CA 92101
61923xxxx9
TVC Capital 11710 El Camino Real, San Diego, CA 92130
85870xxxx1 bbu**@t*********.com 3 4
Seaport Wealth Management 4025 Camino Del Rio S, San Diego, CA 92108
85845xxxx0 c18*****************************@s*****.wixpress 587889 46
ENK Financial 556 Friendly Ct El Cajon, CA 92021
85892xxxx1 inf*@e***********.com 5 1
Edward Jones - Financial Advisor: Andrew Ward, CFP® 5695 La Jolla Blvd, La Jolla, CA 92037
85845xxxx3 a.j*********@e**********.com 87586 100000
Fiftytwoeighty Carrol Canyon 5280 Carroll Canyon Rd, San Diego, CA 92121 85845xxxx3
Capital Commercial Investments, Inc. 550 W B St 4th Floor, San Diego, CA 92101
61978xxxx3 don*******@m*************.com
New Real Estate 5080 Shoreham Pl San Diego, CA 92122 85845xxxx2
Consolidated Group 591 Camino De La Reina San Diego, CA 92108 61929xxxx4
UNIFINA CAPITAL PARTNERS 3033 Fifth Ave Suite 400, San Diego, CA 92103
28139xxxx4 inv********@u*************.com
Edward Jones - Financial Advisor: Tony Jones 2650 Jamacha Rd, El Cajon, CA 92019
61966xxxx0 a.j*********@e**********.com 85136
Edward Jones - Financial Advisor: Mike Phan 1010 Turquoise St Ste 330, San Diego, CA 92109 85827xxxx4
Income Property Advisors 4565 Ruffner St Ste 107, San Diego, CA 92111
85827xxxx0 dan*****@i****.com 5 163 181
Avanti Advisory Group 701 B St Ste 244, San Diego, CA 92101 61923xxxx0 joh*@a**********.net
Laura Benintend, Private Fiduciary Encinitas, CA 92023
76045xxxx4 lau****************@c*************.com
Graham Investment Management 9865 Businesspark Ave, San Diego, CA 92131
61924xxxx2
WMA Wealth Management Accounting, Inc. 3665 Ruffin Rd #204, San Diego, CA 92123
85856xxxx1 inf*@t***********.com 4.6 9
CRF Financial Services 4950 Waring Rd 8-B, San Diego, CA 92120
61928xxxx7 chu**@c***********.com
Chandler Asset Management 6225 Lusk Blvd Ste B, San Diego, CA 92121
85854xxxx7 aar*******@c************.com 3
MG Properties 10505 Sorrento Valley Rd Ste 300, San Diego, CA 92121
85836xxxx0 a@m***********.com 2.4 141 2.7 6 560 72 624
Edward Jones - Financial Advisor: Sean M Manatt 5375 Napa St, Ste 108 San Diego, CA 92110
61949xxxx9 a.j*********@e**********.com 5 1
Symphony Capital
5 9
Restricted Stock Information 402 W Broadway, San Diego, CA 92101 85836xxxx7
Edward Jones - Financial Advisor: Jenica M Bertalan 2907 Shelter Island Dr Ste 106, San Diego, CA 92106
61922xxxx5 a.j*********@e**********.com 2 103 109
Globeflex Capital LP 4365 Executive Dr, San Diego, CA 92121
85865xxxx0 ban****@g********.com
Gunderson Capital Management 101 W Broadway, San Diego, CA 92101
61923xxxx8 bi**@p*******.com
Emerald Investment Co. 7800 University Ave, La Mesa, CA 91942 61969xxxx8
Morgan Stanley Wealth Management 4365 Executive Dr Ste 800, San Diego, CA 92121 85864xxxx0 aal*******@m************.com 112659 3033
McNaughton Wealth Management, LLC 3655 Nobel Dr Suite 490, San Diego, CA 92122
85869xxxx0 inf*@m*******************.com
Von Euw Investors 2364 Roll Dr, San Diego, CA 92154
61961xxxx0 a@t**********.com 331549 18344 335000
Trivant 402 W Broadway, San Diego, CA 92101
76063xxxx2 cor*******@t******.com 4 4
Edward Jones - Financial Advisor: Ryan Umbenhaur, CEPA®|AAMS™ 8140 La Mesa Blvd, La Mesa, CA 91942
61946xxxx0 a.j*********@e**********.com 40 40
Edward Jones - Financial Advisor: Jack Loehr 30 Town Center Pkwy Ste B, Santee, CA 92071
61944xxxx7 a.j*********@e**********.com 22 87586 100000
Edward Jones 8895 Towne Centre Dr San Diego, CA 92122 85845xxxx1 5 1
Hoehner Wealth Management 5230 Carroll Canyon Rd Ste 214, San Diego, CA 92121
85836xxxx7 hoe*****@c*************.com
Manning Wealth Management 401 B St Ste 2300, San Diego, CA 92101
61923xxxx7 ann*@m********.com
Edward Jones 2550 5th Ave Ste 65, San Diego, CA 92103
61923xxxx9 a.j*********@e**********.com
Triton Funds 1262 Prospect St San Diego, CA 92037
85876xxxx1 l@t**********.com 5 28 5 1 4.8 24 1160 5 1100
Omninet Property Management 5353 Mission Center Rd, San Diego, CA 92108 85829xxxx8
Metis Global Partners 11988 El Camino Real Suite 625, San Diego, CA 92130
85843xxxx0 inf*@m******.com
Darrin A. Santos, CFP®-FSI Wealth 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108
61968xxxx4 dar***@f********.net 5 35 248 19 250
Ford Equity Research 11722 Sorrento Valley Rd, San Diego, CA 92121
85875xxxx7 ach**@f*********.com 1 1 10465 11000
ValueStreet Equity Partners 2720 Fifth Ave Suite G, San Diego, CA 92103
61932xxxx1 inf*@v**********.com 5 1
Mantz Wealth Management Group 3111 Camino Del Rio N Ste 400, San Diego, CA 92108 94952xxxx5
Morgan Stanley Wealth Management 111 Prospect St, La Jolla, CA 92037
85845xxxx0 aar***********@m***********************.com
Pacific Coast Private Wealth - Ameriprise Financial Services 12626 High Bluff Dr Ste 450, San Diego, CA 92130
85869xxxx6 aku**********@a***.com 194 201
Caplan Investment Group 230 A St San Diego, CA 92101
26020xxxx0
Willow Cove Investment Group 4370 La Jolla Village Dr, San Diego, CA 92122
85840xxxx7 inf*@w*********.net
LM Capital Group 750 B St Ste 3010, San Diego, CA 92101
61981xxxx1 ang****@l********.com
Umpqua Bank 4370 La Jolla Village Dr, San Diego, CA 92122 85878xxxx7
Compound Wealth Advisors, LLC 4210 Brooke Ct, San Diego, CA 92122
86041xxxx4 eva*@c*********.com
D & M Investments 5694 Mission Center Rd San Diego, CA 92108
95151xxxx0
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dea**********@a***.com 5 5
First Citizens Bank 8910 University Center Ln Ste 130 San Diego, CA 92122
85855xxxx8 aar**************@f************.com 3 2 1 1 12682 14000
Alsin Capital Management 402 W Broadway Ste 400, San Diego, CA 92101 80052xxxx2
Bothmer, Tricia 4250 Executive Sq, La Jolla, CA 92037
85855xxxx0 tri***********@r**.com
NSHD Wealth Strategies Group 10616 Scripps Summit Ct, San Diego, CA 92131 85879xxxx0 aal*************@m********************.com 15 4400
Edward Jones - Financial Advisor: Ryan Montes 3990 Old Town Ave Ste A211, San Diego, CA 92110 61971xxxx7
Kennebec Financial Corp 2550 5th Ave, San Diego, CA 92103
61968xxxx0 inf*@a***************.com
Crown Investment Co 8555 Aero Dr, San Diego, CA 92123 85856xxxx7
AVM Properties 7061 Clairemont Mesa Blvd, San Diego, CA 92111
87721xxxx4 ale*@a*************.com 1 1
Orion Capital Management 1330 Orange Ave Ste 302 Coronado, CA 92118
61931xxxx0 bae*@o***************.com 5 2 27
Merrill Lynch 701 B St San Diego, CA 92101
61969xxxx0 aas***********@m*.com 3 2
LPL Financial 2221 Camino Del Rio S Ste 307 San Diego, CA 92108
61946xxxx0 dan************@l**.com 1 1
San Diego Pension Consultants 9665 Chesapeak Dr Ste 201 San Diego, CA 92123
85850xxxx0 aar**@s********.com 3 2 3 2
Centara Capital Group 4747 Executive Dr Ste 1010 San Diego, CA 92121
61939xxxx0 bdu****@c*************.com 1 1
Define Financial 12526 High Bluff Dr Ste 238 San Diego, CA 92130
85834xxxx7 inf*@d**************.com 5 12 407 2 421
Watermark Wealth Strategies 12396 World Trade Dr, San Diego, CA 92128
85879xxxx2 aar********@w**************.com
Devin M Garrett - Edward Jones 10425 Tierrasanta Blvd Ste 108 San Diego, CA 92124
85851xxxx6 a.j*********@e**********.com
Silvia McColl Wealth Management 600 W Broadway Ste 2625, San Diego, CA 92101
61963xxxx0 bi**@s***********.com
Madison Avenue Securities 15050 Avenue Of Science Ste 150, San Diego, CA 92128 88862xxxx3 aba*****@m*****.com
La Jolla Asset Management Inc 4350 Executive Dr #115, San Diego, CA 92121
85845xxxx5 rwa***@l***.com
Ryan Barnhill - Barnhill Wealth Management 3111 Camino Del Rio N Ste 413 San Diego, CA 92108
61981xxxx8 rya*@b*************.com 5 1
Chisholm Financial Planning & Investments
61978xxxx4 Inf*@c************************.com 5 1 213 221
Tony Ricci 2831 Camino Del Rio S Ste 101 San Diego, CA 92108
61979xxxx4 ton*******@l**.com 5 5
MNanto & Associates 1011 Camino Del Rio S Ste 510 San Diego, CA 92108
76021xxxx8 mik*******@m*****.com 5 1
Advisors Asset Management Inc 7220 Trade St # 310, San Diego, CA 92121 85868xxxx6
Harris R E 1420 Kettner Blvd, San Diego, CA 92101
61923xxxx8 arl***@r*******.com
CUSO Financial Services, L.P. 10150 Meanley Dr First Floor, San Diego, CA 92131
80068xxxx4 aba***@c******.com 1.9 26
Morgan Stanley Wealth Management 4350 La Jolla Village Dr, San Diego, CA 92122
85859xxxx4 acc**********@m************.com
AVM Properties 8888 Clairemont Mesa Blvd # F, San Diego, CA 92123 61930xxxx2
General Re New England Asset 12707 High Bluff Dr, San Diego, CA 92130 85879xxxx7 abr***@g*****.com
Scofield Realty, Inc 949 Turquoise St, San Diego, CA 92109
83353xxxx1
Are-SD Region No 28 10300 Campus Point Dr, San Diego, CA 92121 85865xxxx5
Rowling & Associates 8889 Rio San Diego Dr #202, San Diego, CA 92108
61929xxxx0 ash**********@r******.com 3 2 96 5
Mission Hills Financial 1633 W Lewis St, San Diego, CA 92103
61929xxxx0 ash***@m********************.com 4 4 143 11 145
Charles Schwab 7777 Fay Ave Ste 105 La Jolla, CA 92037
85855xxxx1 ask******@s*****.com 4 2 2.8 12
First National Bullion - Del Mar 1125 Camino Del Mar Ste C Del Mar, CA 92014
85850xxxx6 inf*@f*******************.com 5 74 4.8 36
WestCoast Management Firm 430 Nutmeg St, San Diego, CA 92103
61970xxxx0 bbl*******@w******************.com
WFA San Diego 3170 E 4th St 3rd Floor, San Diego, CA 92103
61949xxxx5 and***@w**********.com
Davis & Seiley Wealth Management 5400 Connecticut Ave Ste 100 La Mesa, CA 91942
61969xxxx4 joe@d***********.com 5 1
Provision Capital Funding 2801 Camino Del Rio S San Diego, CA 92108 61971xxxx0
TriVant Custom Portfolio Group, LLC 600 W Broadway #225, San Diego, CA 92101
86648xxxx6 dan******@t******.com 4 4
Scott Hollaender - UBS Financial Services Inc. 600 W Broadway UNIT 2100, San Diego, CA 92101
61955xxxx8 abc*******@u**.com
Rawdin-Baron Financial Inc 4747 Morena Blvd, San Diego, CA 92117
85848xxxx0
New England Financial Services 3131 Camino Del Rio N Ste 1250 San Diego, CA 92108
61929xxxx0 adm**@s*********.com
Thrive Business Services San Diego, CA 92117
61968xxxx8 a.m********@t*********************.net
Red Door Real Estate Group 1635 Rosecrans St Ste D, San Diego, CA 92106 81842xxxx1
Merrithew & Thorsten Inc. 9820 Willow Creek Rd, San Diego, CA 92131
85854xxxx5 les@f***************.com
Callan Capital 1250 Prospect St, La Jolla, CA 92037
85855xxxx0 adm**@c************.com
First One Financial 8865 Balboa Ave Ste F San Diego, CA 92123
85887xxxx6 bob@f****************.com 1 1
Pure Financial Advisors 3131 Camino Del Rio N Ste 1550 San Diego, CA 92108
61981xxxx0 abb********@p************.com 4.6 19 1649
Longhouse Wealth Management 187 Calle Magdalena Ste 103 Encinitas, CA 92024
76064xxxx0 con****@l**********.com 5 8 5 1 78 6 80
Pacific Divorce Management 12544 High Bluff Dr Ste 440, San Diego, CA 92130
85850xxxx0 cli**********@p********.com
Firm 5854 Streamview Dr Apt 2, San Diego, CA 92105 61925xxxx3
Independent Capital Management, Inc. 3131 Camino Del Rio N #810, San Diego, CA 92108
61928xxxx2 a.a@i***********.com 4 4 13533 13000
Edward Jones - Financial Advisor: Brian Litz 900 Lane Ave Ste 110, Chula Vista, CA 91914 61939xxxx8 a.j*********@e**********.com 104 107
San Diego Professional Property Managers 7343 Ronson Rd Ste F, San Diego, CA 92111
88821xxxx0 di@s****.com
Estate Management Group 3940 Hortensia St UNIT 103, San Diego, CA 92110
85875xxxx4 dsi**@e********************.com
Genisys Financial Corp 5405 Morehouse Dr, San Diego, CA 92121
85841xxxx0 ray@g******.com 128
First Republic Bank 1280 4th Ave, San Diego, CA 92101
61923xxxx8 aa@f************.com 3.6 8 4.1 9 89761 261
Cornerstone Wealth Management 17140 Bernardo Center Dr Ste 206, San Diego, CA 92128
85867xxxx0 ash***@c************.com
Hcap Partners III, LP 3636 Nobel Dr, San Diego, CA 92122
85825xxxx4 inf*@h***.com
Pacific Wealth Management 11512 El Camino Real #350, San Diego, CA 92130
85850xxxx7 adm**@p********.com 4.7 14
Mundoval Capital Manageme 7855 Ivanhoe Ave, La Jolla, CA 92037
85845xxxx3 aj@m*******.com
Yorba Linda Realty Investments Inc 13175 Black Mountain Rd, San Diego, CA 92129 85836xxxx1
Heritage Financial Services Inc 11440 W Bernardo Ct Ste 238, San Diego, CA 92127
85848xxxx1 5 4
Peelle Financial Services 4445 Eastgate Mall, San Diego, CA 92121 61927xxxx0
David Spataro - Complex Director, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx1 dav**********@a***.com
Jeremy Pursch - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx8 rbc*********@r**.com
Edward Jones - Financial Advisor: Jonathan R Lenz 5230 Carroll Canyon Rd Ste 214, San Diego, CA 92121
85825xxxx2 a.j*********@e**********.com
CLEARWEALTH Asset Management 12636 High Bluff Dr, San Diego, CA 92130
85872xxxx2 bri**@b*********.com
Looser Steve Investmt Rep 10330 Friars Rd San Diego, CA 92120
a.j*********@e**********.com
Torrey Pines Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Suite 400, San Diego, CA 92130
85894xxxx0 alb************@u**.com
Wealth Manager Group 3131 Camino Del Rio N Ste 1670, San Diego, CA 92108
61957xxxx6 inf*@b***********.com 228 36 234
American Assets Capital Advisers 11455 El Camino Real #140, San Diego, CA 92130
85834xxxx0 jsc******@a**********.com
Decker Financial 9275 Sky Park Ct #425, San Diego, CA 92123
85865xxxx0 acm@c**************.com
Sorrento Pacific Financial 10455 Sorrento Valley Rd Ste 101, San Diego, CA 92121 85880xxxx0 ajo***@s**************.com
David Schrager - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx0 dav***********@r**.com
Carvalho & Weisbruch 402 W Broadway Suite 400 San Diego, CA 92101
61966xxxx7
Edward Jones - Financial Advisor: David S Tam 4134 Adams Ave Ste 104 San Diego, CA 92116
61952xxxx3 a.j*********@e**********.com 4.9 7
Economic Stabilization Project 2534 State St, San Diego, CA 92101 61951xxxx3 5 2
Liberty Tax Service 3760 Sports Arena Blvd, San Diego, CA 92110
61922xxxx1 aar***@l*********.com 105650 14122 106000
Allianz Global Investors 600 W Broadway, San Diego, CA 92101
61968xxxx0 dkn****@c*************.com
McCartin 3914 Murphy Canyon Rd Ste A128 San Diego, CA 92123
85827xxxx4 a09*************************************@w*****************.com 5 1
Asset Management & Investments 304 Kalmia St, San Diego, CA 92101
61980xxxx8 jan*****@c**************.blogspot 1 2
Harrington Capital Management, LLC 4370 La Jolla Village Dr Ste 670 San Diego, CA 92122
85872xxxx4 pro**@w******************.com
Cal Pro Network 9820 Willow Creek Rd, San Diego, CA 92131
85858xxxx1 ash*********@c************.com 2
Green Life Business 2878 Camino Del Rio S Ste 302, San Diego, CA 92108
61979xxxx0 asm@g**********.com 5 153
Presidio Capital Management 12626 High Bluff Dr # 150, San Diego, CA 92130
85846xxxx9 ali**@p*********.com 5 6 374 395
Donnelly Wealth Advisors 5151 Shoreham Pl, San Diego, CA 92122 85862xxxx9 awe****@d*****.com 1144 33
John Tanner - Financial Advisor, Ameriprise Financial Services 5405 Morehouse Dr Ste 140, San Diego, CA 92121
85845xxxx0 dns*****@a***.com
Online Trading Academy San Diego 6155 Cornerstone Ct E Ste 200 San Diego, CA 92121
85874xxxx1 abi*@t*************.com 4.1 27 109298 203 116000
Apco Investment Corporation 8015 La Jolla Scenic Dr N, La Jolla, CA 92037 85845xxxx5
Edward Jones 11770 Bernardo Plaza Ct Ste 366, San Diego, CA 92128
85867xxxx7 a.j*********@e**********.com 87358 99000
Voyant Advisors 11975 El Camino Real, San Diego, CA 92130 85879xxxx0
Aegis Financial Group 1761 Hotel Cir S, Ste 280, San Diego, CA 92108
61922xxxx7 fre*@a*****.biz
Infinity Investment Properties, Inc. 3737 Camino del Rio S, San Diego, CA 92108
61931xxxx1 inf*@i*****************.com 5 18 5 29 187 195
Parabolic Asset Management - San Diego Financial Advisor 7565 Charmant Dr UNIT 502, San Diego, CA 92122
rai****@p********.us 5 10 5 10 99 100
Edward Jones - Financial Advisor: Anita Boghoussian 12396 World Trade Dr Ste 111, San Diego, CA 92128
85879xxxx6 acc**********@e**********.com
Pacific Management Svc Inc 4350 La Jolla Village Dr, San Diego, CA 92122 85862xxxx0
Pacific Advisors 9920 Pacific Heights Blvd Ste 105, San Diego, CA 92121
85855xxxx0 ale**************************************************@g***********.com
Cac 4350 La Jolla Village Dr, San Diego, CA 92122 85845xxxx2
Global Wealth Partners Inc 2368 2nd Ave, San Diego, CA 92101
61932xxxx6 ama****@g**********************.com 5 5 35
Libellule Enterprises 1501 5th Ave San Diego, CA 92101 61923xxxx0
Duncan Hurst Capital Management 4365 Executive Dr Ste 850, San Diego, CA 92121 85886xxxx5
Vari Investors Services Inc 7777 Fay Ave Ste 230, La Jolla, CA 92037
85845xxxx7 joh*@v*******.com
Edward Jones - Financial Advisor: Troy Darrock 3810 Park Blvd Ste 130 San Diego, CA 92103
61929xxxx0 acc**********@e**********.com
American Express 8910 University Center Ln Ste 200, San Diego, CA 92122 85853xxxx1
Stratos Private Wealth 12348 High Bluff Dr Suite 200, San Diego, CA 92130
84424xxxx4 hel**@s*******************.com 5 1 215 5 235
Axiom Advisory, LLC 750 B St Suite 1610, San Diego, CA 92101
61929xxxx8 hel**@a************.com
Mt. Helix Real Estate Investment Fund 3517 Camino del Rio S #201, San Diego, CA 92108 61922xxxx0
Merrill Lynch Wealth Management 12830 El Camino Real, San Diego, CA 92130
85867xxxx0 ban********************@m*.com 5 3
Dennis Kreiner - Financial Advisor, Ameriprise Financial Services 12626 High Bluff Dr Ste 450, San Diego, CA 92130
85869xxxx6 den*************@a***.com
Gerber Investment Corp 1437 Torrance St, San Diego, CA 92103 61929xxxx0
Luminant Capital 7220 Trade St Ste 104, San Diego, CA 92121 85886xxxx2
Edward Jones - Financial Advisor: Dave Parker 9968 Hibert St Ste 102, San Diego, CA 92131
85893xxxx0 a.j*********@e**********.com
Brewer Law Firm 9820 Willow Creek Rd Ste 215, San Diego, CA 92131 85855xxxx6
True Legacy Homes Estate Sales 12520 High Bluff Dr, San Diego, CA 92130
61945xxxx2 inf*@t**************.com 4.6 233 566 648
Edward Jones - Financial Advisor: Kasem Abdullah 9340 Fuerte Dr Ste 300a, La Mesa, CA 91941 61946xxxx4
Objective, Investment Banking & Valuation 3636 Nobel Dr UNIT 160, San Diego, CA 92122
80084xxxx0 ash************@o**********.com
Vaughn Woods Financial Group 2226 Avenida De La Playa, La Jolla, CA 92037
85845xxxx0 joh*******@v**********.com
Daniel B Stark & Co 401 W A St, San Diego, CA 92101
61970xxxx4 dst***@g****************.com
Magnum Asset International Network San Diego, CA 92101
85894xxxx0 inf*@m******.com 3.7 3
Reyes Financial Architecture Inc 4365 Executive Dr Ste 250, San Diego, CA 92121
85859xxxx6 dav**@r********.com 4.8 9 204 24
Modern Money Management
85822xxxx5 nni******@y****.com 5 6
Wisdom Wealth Management - Ameriprise Financial Services, LLC 13520 Evening Creek Dr N #110, San Diego, CA 92128
85879xxxx8 dns*****@a***.com
Short Sale Experts, Inc. 110 W A St Ste 615, San Diego, CA 92101
88840xxxx4 bil**@s******************.com
Blue Water Capital Management 5755 Oberlin Dr Ste 301, San Diego, CA 92121
85855xxxx8 deb****@b******************.com
Rachel Paulin - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx2 wms**********@r**.com 14721 16000
20/20 Financial Advisers of San Diego, LLC 1545 & 1565, 1545 Hotel Cir S UNIT 190, San Diego, CA 92108
61950xxxx1 ast*******@2*****.com
Jim Lynch - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx4 jim******@r**.com 11 13
Cp Eaton & Assoc 7825 Fay Ave, La Jolla, CA 92037 85845xxxx1
Shoreline Partners, LLC 6310 Greenwich Dr # 120, San Diego, CA 92122
85858xxxx0 ah@s********.com 4 12
ConAm Management Corp 3990 Ruffin Rd, San Diego, CA 92123
88840xxxx4 aa@c****.com 2.8 184 2073 165 2200
ClariVest Asset Management 3611 Valley Centre Dr, San Diego, CA 92130
85848xxxx0 inf*@c********.com
Somers Capital 1431 Pacific Hwy H4, San Diego, CA 92101
dea*****@s************.com 5 1 39 44
Schoettle Financial 1010 Turquoise St Ste 275, San Diego, CA 92109
85848xxxx0 joh*@s*****************.com
Churchill Management Group - San Diego 9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121
94991xxxx8 ach*@c******************.com 221
Sheldon Kirk R CFP 2221 Camino Del Rio S Ste 303, San Diego, CA 92108
61929xxxx3 inf*@c******************.com
Melbrod Wealth Management 13520 Evening Creek Dr N Ste 130, San Diego, CA 92128
76047xxxx2 inf*@m******.com 5 2
The O’Brien Wealth Management Group of Wells Fargo Advisors 888 Prospect St Ste 301 La Jolla, CA 92037
85845xxxx9 mar***********@w**.com 3 2 5 1
Brian Neault - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx5 bri*********@r**.com 230
Joseph Financial Inc 3550 Camino Del Rio N, San Diego, CA 92108
85838xxxx0 chi***************************************@a********.com
Westburg Lipman 4700 Spring St, La Mesa, CA 91942 61930xxxx0
Asset Management TR Services 1455 Frazee Rd, San Diego, CA 92108 85845xxxx2
Edward Jones - Financial Advisor: Sean M Manatt 5375 Napa St, San Diego, CA 92110
61949xxxx9 a.j*********@e**********.com 85136
CSI Healthcare Finance 3636 Nobel Dr Ste 215, San Diego, CA 92122 85820xxxx6 aho****@c***********.org
Innergy Financial 1855 1st Ave Ste 103 San Diego, CA 92101
85875xxxx2 asa*****@i***************.com 5 2 5 19 664 665
Scripps Wealth Management 9915 Mira Mesa Blvd #110, San Diego, CA 92131
85827xxxx8 *nn*@p************.com 30 3 26
Schrager, David 655 W Broadway, San Diego, CA 92101
61969xxxx0 dav***********@r**.com
Infinity Investment Properties 2295 Main St, San Diego, CA 92154
61931xxxx1 inf*@i*****************.com 5 29 195
Best Solutions Realty 11440 W Bernardo Ct Ste 300, San Diego, CA 92127
88840xxxx4 fra******@c***********.com
Bull Oak Capital 4747 Executive Dr Suite 1010, San Diego, CA 92121
85899xxxx0 car****@b*************.com 5 24 199 36 204
California College Planning 11770 Bernardo Plaza Ct Ste 466, San Diego, CA 92128 85857xxxx6
Raymond James Financial Services 12520 High Bluff Dr Ste 220, San Diego, CA 92130
85825xxxx4
Edward Jones - Financial Advisor: Donna R Moss 4394 Bonita Rd Bonita, CA 91902
61947xxxx6 a.j*********@e**********.com 5 1
Jacko Law Group, PC. 1350 Columbia St UNIT 300, San Diego, CA 92101
61929xxxx0 inf*@j******.com 4 8 80 84
Frost Venture 1851 San Diego Ave Suite 140, San Diego, CA 92110
85820xxxx4 con****@f***********.com
1st PPM aka 1st Round Capital 8880 Rio San Diego Dr Ste 851 San Diego, CA 92108 87727xxxx0 1 1
Copley Financial Group, Inc. 2650 Camino Del Rio N Suite #350, San Diego, CA 92108
61929xxxx8 doe*****@f***********************.com 4.9 50
Edward Jones - Financial Advisor: Eduardo A Aguayo 4394 Bonita Rd, Bonita, CA 91902
61947xxxx6 a.j*********@e**********.com 87384 100000
FSI Wealth Management 1455 Frazee Rd Ste 804, San Diego, CA 92108
61968xxxx4 dar***@f********.net 248 20
RA Capital Associates LLC 11988 El Camino Real #350, San Diego, CA 92130
85870xxxx0 car****@r***.com
Dowling & Yahnke CFP 12340 El Camino Real Ste 450, San Diego, CA 92130
85850xxxx0 ale***********@d*******.com
Timecapsule Consulting 1420 Kettner Blvd San Diego, CA 92101 70868xxxx1
Puplava Financial Services Inc 10809 Thornmint Rd, San Diego, CA 92127
85848xxxx9 aar**@p******.com
Laurens Rhinelander - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx4 dns*****@a***.com
Edward Jones - Financial Advisor: Jack Loehr 6050 Santo Rd Ste 140, San Diego, CA 92124
85851xxxx6 a.j*********@e**********.com 25 25
Advisors Asset Management 7220 Trade St, San Diego, CA 92121
85868xxxx0 aal*******@a**.us
Strategic Wealth Associates 3131 Camino Del Rio N, San Diego, CA 92108
85869xxxx1 ago****@s********.com
JM Financial Strategies 4550 Kearny Villa Rd Ste 201 San Diego, CA 92123
85856xxxx0 bma*****@j********************.com 5 2 5 1
Yorkshire Wealth Management 16935 W Bernardo Dr # 170, San Diego, CA 92127
85879xxxx6 dou***********@y*****.com 4.7 6
Wells, Christopher 655 W Broadway, San Diego, CA 92101
61969xxxx7 rbc*********@r**.com
Dawson Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx2 abb*********@u**.com
Edward Jones - Financial Advisor: Tom Ross 16935 W Bernardo Dr Ste 224 San Diego, CA 92127
85838xxxx2 a.j*********@e**********.com 5 4
Liquid Tribe 730 Bonair Pl, La Jolla, CA 92037
85845xxxx5 cec****@l**********.com
Bernstein Global Wealth Management 4365 Executive Dr, San Diego, CA 92121 85881xxxx0 aak********@b********.com
TD Ameritrade 591 Camino De La Reina Ste 101, San Diego, CA 92108
61949xxxx0 aam***********@t***********.com
Bessemer Trust Private Wealth Management San Diego CA 4270 Executive Square, La Jolla, CA 92037
85833xxxx0 bes********************@a*********.email
GlobeFlex Capital LP 4365 Executive Dr # 720, San Diego, CA 92121
85865xxxx0 ban****@g********.com 5 1
Apex Wealth Advisors 16496 Bernardo Center Dr, San Diego, CA 92128
85867xxxx0 jsm***@a*****.com
Nautica Wealth Advisors 11440 W Bernardo Ct Ste 290, San Diego, CA 92127
85825xxxx0 inf*@n*********.net 4.5 2 422 426
Matrix Investment Corp 5464 Morehouse Dr, San Diego, CA 92121
61984xxxx6 aar*********@i******.com 2321 2300
Reilly Financial Advisors 7777 Alvarado Rd Ste 116, La Mesa, CA 91942
61969xxxx4 arn***@r*********.com 6346 120 7200
Penn Mutual 4250 Executive Sq Ste 500 La Jolla, CA 92037
85892xxxx0 a.d****@p*********.com 6688 538 6900
D'Arcy Capital Management 12625 High Bluff Dr #314, San Diego, CA 92130
85891xxxx3 ale*@d***********.com 5 10
The Greystone Group 3840 Via Del Mar, San Diego, CA 92130 85879xxxx0
McCain Invest 7817 Ivanhoe Ave, La Jolla, CA 92037 85824xxxx3
Sheffler & Martin Inc 6265 Greenwich Dr Ste 200, San Diego, CA 92122 85864xxxx1
Nuanez Scott Ofc of Linsco Private Ledger 2802 Juan St San Diego, CA 92110 61929xxxx9
Merrill Lynch Wealth Management 4365 Executive Dr, San Diego, CA 92121
85867xxxx0 ban********************@m*.com
Wedbush Securities 401 W A St UNIT 1800, San Diego, CA 92101 61932xxxx0 5 1
Mitch Ruibal - LPL Financial 4550 Kearny Villa Rd Ste 214 San Diego, CA 92123
61955xxxx1 mit*********@l**.com 5 1
Taylor Family Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx2 abc*******@u**.com
PJ Scavuzzo Inc Registered Investment Advisor 8880 Rio San Diego Dr Ste 800, San Diego, CA 92108
85869xxxx7 pau*@p*********.com
Meissner Commercial Real Estate Services 4995 Murphy Canyon Rd Ste 100 San Diego, CA 92123
85837xxxx4 bow*****@m***********.com 3.7 3 116 36 122
Takeda California Inc 9625 Towne Centre Dr, San Diego, CA 92121
85862xxxx8 aam********@t*****.com 4.6 9
Commpex Tax Strategies 7724 Sonata Ln San Diego, CA 92127
85834xxxx8 inf*@c******.com 5 1 73 73
Crest Capital Advisors 12680 High Bluff Dr #450, San Diego, CA 92130
85835xxxx0 aag****@c**********.com
Contango Capital Advisors Inc 4320 La Jolla Village Dr Ste 135, San Diego, CA 92122 85862xxxx0
Ubs 600 W Broadway Ste 2100, San Diego, CA 92101
61923xxxx0 abc*******@u**.com
Jung Investments and Asset Management LLC 350 Tenth Ave #1052, San Diego, CA 92101 61927xxxx8
Stolper Michael 600 W Broadway Ste 1225, San Diego, CA 92101 61923xxxx2
Krause Wealth Partners 350 Tenth Ave, San Diego, CA 92101 85836xxxx2
Edward Jones - Financial Advisor: Aaron D Muther 9968 Hibert St Ste 102, San Diego, CA 92131
85893xxxx0 a.j*********@e**********.com 85136
Edward Jones - Financial Advisor: Javier Padilla Jr 329 3rd Ave, Chula Vista, CA 91910 61942xxxx3
HeetWave Properties 9655 Granite Ridge Dr, San Diego, CA 92123
88855xxxx8 art@h*****************.com 3.6 28
Ameriprise Financial Advisors 3838 Camino Del Rio N Ste 101 San Diego, CA 92108 61928xxxx0
Wilsey Asset Management 10680 Treena St Ste 160, San Diego, CA 92131
85854xxxx6 all****@w********************.com
Integrated Financial Concepts 2525 Camino Del Rio S Ste 320 San Diego, CA 92108
61922xxxx7 5 1
Matthew C Barnhart Financial Planner 3131 Camino Del Rio N Ste 1200, San Diego, CA 92108
61964xxxx5 tsi**@c****.com
Edward Jones - Financial Advisor: David Harding 3029 Adams Ave San Diego, CA 92116
61928xxxx6 acc**********@e**********.com
Gunderson Capital Management, Inc. 701 Palomar Airport Rd #170, Carlsbad, CA 92011
85561xxxx8 bi**@g***************.com 3 4 1000
Action Investment Management Inc 7839 University Ave, La Mesa, CA 91942 61970xxxx0
Ranch Capital 12730 High Bluff Dr, San Diego, CA 92130 85852xxxx9 bje****@r***********.com
J & J Investment Company 16475 Calle Pulido, San Diego, CA 92128 85870xxxx2
Telos Capital Management, Inc. 13480 Evening Creek Dr N Suite 250, San Diego, CA 92128
85827xxxx0 aar****@t*******.com 3 2 28 31
Wealth Legacy Group, Inc. 4540 Kearny Villa Rd STE 114, San Diego, CA 92123
85856xxxx3 car***@w****************.com 5 15 37 7 38
TNL Car Title Loans 350 10th Ave Ste 1000, San Diego, CA 92101
61931xxxx1 3ce*************************************@w*****************.com
K D Clewley Capital Management 11021 Corte Mar De Delfinas, San Diego, CA 92130
85877xxxx2 jan*@k*********************.com
LPL Financial 9785 Towne Centre Dr, San Diego, CA 92121
85858xxxx3 aar********@l**.com 20104 234 21000
Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx3 abc*******@u**.com
Principal Financial Group 4370 La Jolla Village Dr Ste 1025, San Diego, CA 92122
80045xxxx4 a.m**@p********.com 4.2 5 275 9
Arthur Muniz - LPL Financial 402 W Broadway Ste 400 San Diego, CA 92101
61944xxxx2 art*********@l**.com 5 2
Burial Final Expense Plans 11545 W Bernardo Ct Ste 205, San Diego, CA 92127 88821xxxx4 agt***************************@b**********.com 4 6
Edward Jones - Financial Advisor: Ashley Gonzalez, CEPA® 690 Otay Lakes Rd Ste 200, Chula Vista, CA 91910
61975xxxx8 a.j*********@e**********.com 108
Orion Capital Management LLC 1330 Orange Ave #302, Coronado, CA 92118
61931xxxx0 bae*@o***************.com 5 2 27
Lewis, Steven 4250 Executive Sq, La Jolla, CA 92037
85855xxxx8 ste*********@r**.com
Edward Jones - Financial Advisor: Matthew Stratton 6050 Santo Rd Ste 140, San Diego, CA 92124 85851xxxx6
Will Makes Medicare Easy! San Diego, CA 92104 61948xxxx4
Laurel Wealth Advisors 8008 Girard Ave Ste 330, La Jolla, CA 92037
85895xxxx4 b.l*****@l*******.com
Ral Investment Corp 2704 Transportation Ave Ste H, National City, CA 91950
61943xxxx7
Pappazi Insurance Agency 2676 Navajo Rd, El Cajon, CA 92020
61946xxxx5 kri*****@p***************.com
Traction Wealth & Insurance Solutions - Brandon Sussman, CFP® 600 W Broadway, San Diego, CA 92101
61930xxxx3 ade********@n*.com 5 40
Society for Financial Awareness 3655 Ruffin Rd Ste 230 San Diego, CA 92123
80068xxxx1 abe*****@s******.org 5 1 3010 3000
Monro Capital, Inc. 3900 Fifth Ave STE 300, San Diego, CA 92103
61925xxxx0 ale******@m***********.com
Practice Enhancement Group Inc 4065 3rd Ave, San Diego, CA 92103
61978xxxx0 ang*****@p******.com
Fides Wealth Strategies Group 7676 Hazard Center Dr #1050, San Diego, CA 92108
80036xxxx1 car******@f**********.com 170 178
Stack Asset Management One America Plaza, 600 W Broadway #3150, San Diego, CA 92101
61923xxxx0 inf*@s*********.com
Harrison-De Charon 6310 Greenwich Dr Ste 200 San Diego, CA 92122 85855xxxx7
Morrison Wealth Management 7290 Navajo Rd Suite 213, San Diego, CA 92119
61956xxxx0
High Bluff Private Wealth 12520 High Bluff Dr #120, San Diego, CA 92130
85879xxxx7 mic*************@l**.com 5 11 159 159
Alpha & Omega Financial Management Consultants 8580 La Mesa Blvd, La Mesa, CA 91942
61946xxxx2 pet************@a**************.com
Stolper and Company 750 B St, San Diego, CA 92101 61923xxxx2
Andrews Capital Management Inc 1224 10th St Ste 203, Coronado, CA 92118
61943xxxx6 man*****@a*************.com
Carmel Capital Partners 4225 Executive Sq Ste 960, La Jolla, CA 92037 85845xxxx4
TNL Car Title Loans 3655 Nobel Dr Ste 290, San Diego, CA 92122
61967xxxx2 3ce*************************************@w*****************.com
SD Equity Partners 13446 Poway Rd Ste 306 Poway, CA 92064
85827xxxx0 d_j@s***************.com 4.8 5
Edward Jones - Financial Advisor: Tom Ross 12760 High Bluff Dr, San Diego, CA 92130
85879xxxx9 a.j*********@e**********.com
Mutual of Omaha® Advisors - San Diego 2020 Camino Del Rio N Ste 505, San Diego, CA 92108
61926xxxx1 abc***@m************.com 1 1
City National Bank - UTC - La Jolla 4275 Executive Sq Ste 101 La Jolla, CA 92037
85864xxxx0 aks*********@c**.com 3.7 3 5 1 5370 151 5900
Jonathan Jewitt 12626 High Bluff Dr Ste 400, San Diego, CA 92130
85872xxxx4 add********@f************.com
Freeman Jim Financial Alternatives 7734 Herschel Ave Ste L, La Jolla, CA 92037
85845xxxx9 aar**@f********************.com
First Allied Securities Inc 655 W Broadway Ste 1100, San Diego, CA 92101
61970xxxx0 aab**@f**********.com 1960 109 2200
Intelligence Driven Advisers 6128 Innovation Way, Carlsbad, CA 92009
88876xxxx1 bno***@g****.com 5 5
Nierman Group 3900 Fifth Ave #260, San Diego, CA 92103
61929xxxx0 dan***@n***********.com
RCI Asset Management Inc 5282 Eastgate Mall, San Diego, CA 92121
85830xxxx0
Edward Jones - Financial Advisor: Kiley C Grunstad, AAMS™|CRPC™|CRPS™ 3855 Avocado Blvd Ste 100, La Mesa, CA 91941
61967xxxx6 a.j*********@e**********.com 77
Daca Financial Group 4542 Ruffner St Ste 110, San Diego, CA 92111 83320xxxx0 amb**@d*****.com 5 5
Addison Avenue Investment Services 16399 W Bernardo Dr, San Diego, CA 92127
85838xxxx2 aar************@r***********.com 17485 18000
Edward Jones - Financial Advisor: Jake Sutton 2550 5th Ave Ste 65 San Diego, CA 92103
61923xxxx9 a.j*********@e**********.com 5 1 87586 100000
Coldwell Banker Residential Real Estate 3810 Valley Centre Dr, San Diego, CA 92130 83353xxxx5
Edward Jones - Financial Advisor: John Bernard 3838 Camino Del Rio N Ste 375, San Diego, CA 92108 61920xxxx4
Brian Venn - Program Manager, Ameriprise Financial Services 5898 Copley Dr, San Diego, CA 92111
85876xxxx7 bri*******@a***.com
The Financial Planning & Investment Group 4455 Morena Blvd Ste 215 & Ste 216 San Diego, CA 92117
85849xxxx8 ala*********@a***.com 4.7 14
Manulife Investment Management 10180 Telesis Ct, San Diego, CA 92121 85824xxxx9
Edward Jones - Financial Advisor: Cesar Padilla, CFP® 329 3rd Ave, Chula Vista, CA 91910
61942xxxx3 a.j*********@e**********.com 67 74
Martha Alonso Hara 600 W Broadway San Diego, CA 92101
20248xxxx5
Westland Financial Services Inc 1717 Kettner Blvd #200, San Diego, CA 92101
80023xxxx4 aar**@w**********.com 2.3 3
Canter Wealth 7825 Fay Ave Ste 140 La Jolla, CA 92037
85881xxxx0 aco*@c***********.com 5 1
Carl Friedemann - Ameriprise Financial Advisor 10636 Scripps Summit Cour Ste 115 San Diego, CA 92131
85854xxxx5 car**************@a***.com 5 2
ADU OZ FUND LLC 411 Camino Del Rio South #300, San Diego, CA 92108
61970xxxx7 ada**@a********.com 4 1
Edward Jones 12540 Oaks North Dr Ste A4, San Diego, CA 92128
85845xxxx1 a.j*********@e**********.com
Edward Jones 4010 Morena Blvd, San Diego, CA 92117
85855xxxx1 a.j*********@e**********.com 85136
B & C Investment Services 5145 Morena Pl, San Diego, CA 92110 85849xxxx0
United Capital 4370 La Jolla Village Dr, San Diego, CA 92122
85852xxxx0 abd****************@u*******.com
TruFinancial 444 W C St Ste 340 San Diego, CA 92101
61995xxxx5 aso**********@t***********.org 5 13
GHMH Real Estate Management 4711 Viewridge Ave #240, San Diego, CA 92123
61922xxxx3 ma**@g*************.com 5 1
J.P. Morgan Private Bank 12860 El Camino Real Ste 200, San Diego, CA 92130
85881xxxx1 abc***@j*******.com 87080
Practice Enhancement Group Inc 8989 Rio San Diego Dr, San Diego, CA 92108
61978xxxx8 ang*****@p******.com 4
Edward Jones - Financial Advisor: Mike Daudet 3810 Park Blvd, San Diego, CA 92103
61929xxxx0 a.j*********@e**********.com
Peter Dold - Private Wealth Advisor, Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Gabriel Garcia 7877 Parkway Dr Ste 2a, La Mesa, CA 91942 61969xxxx8
TNL Car Title Loans 5440 Morehouse Dr Ste 1400, San Diego, CA 92121
61967xxxx7 3ce*************************************@w*****************.com
Robertson, Curran 4250 Executive Sq, La Jolla, CA 92037
85855xxxx4
WFA Wealth Managers 3170 Fourth Ave Fl 3 San Diego, CA 92103
61949xxxx5 inf*@w****************.com
The Mammini Company 9750 Miramar Rd Ste 300, San Diego, CA 92126
88854xxxx2 cam****@m******.com
First National Bullion 4885 Convoy St, San Diego, CA 92111
85850xxxx2 con****@f*******************.com
Strategic Asset Management Group, Inc. 9520 Padgett St Suite 106, San Diego, CA 92126
85850xxxx8 ali***@s***********.com 1 3
American National Investment 3515 Hancock St Ste 200 San Diego, CA 92110 85827xxxx0
Brandamerica 3237 Adams Ave San Diego, CA 92116
61952xxxx3
Crescenzo Financial 4741 Norwalk Ave San Diego, CA 92117 85890xxxx0
Rooney Crull Financial 9820 Willow Creek Rd Ste 280, San Diego, CA 92131
85840xxxx0 san***@r**********.com
Wedbush Morgan Securities 501 W Bdwy Ste 2000 San Diego, CA 92101
61923xxxx3 age*******@w******.com 1 2 4509 289 4500
Kelly Capital Group Inc 330 W Broadway, San Diego, CA 92101 61968xxxx0
Charles Schwab 7510 Hazard Center Dr Ste 407 San Diego, CA 92108
61957xxxx0 ej.********@s*****.com 3.1 13 646246 192 658000
West Point Investment Corporation 7460 Girard Ave, La Jolla, CA 92037 85845xxxx5
HoyleCohen Wealth Management, San Diego 350 Camino De La Reina Suite 500, San Diego, CA 92108
85857xxxx0 ale********@h*********.com
Nicholas Applegate Capital 600 W Broadway Ste 2900, San Diego, CA 92101 61968xxxx0
Ubs 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx9 aar*******@u**.com
Honeycutt Smith & Associates 4225 Executive Sq Ste 955, La Jolla, CA 92037 85820xxxx0
Edward Jones - Financial Advisor: Ken Attorri, AAMS™ 9815 Carroll Canyon Rd Ste 106, San Diego, CA 92131
85856xxxx9 a.j*********@e**********.com 87384 100000
Jeff Fink - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx0 bri*********@r**.com 230
Edward Jones - Financial Advisor: Pat Phelan III 3029 Adams Ave, San Diego, CA 92116
61928xxxx6 a.j*********@e**********.com 85136
Alternative Investment Corp. 501 W Broadway, San Diego, CA 92101 61936xxxx6
H and H Diversified Investment Co 4506 Federal Blvd, San Diego, CA 92102
61926xxxx3
Paul Cowan - Ameriprise Financial Services 8910 University Center Ln Ste 200 San Diego, CA 92122
85853xxxx1 dns*****@a***.com 5 1
The Anchor Group - Morgan Stanley 101 W Broadway UNIT 1800, San Diego, CA 92101
61954xxxx0 acc**********@m************.com
Morrison Wealth Management 7290 Navajo Rd Ste 211, San Diego, CA 92119
61956xxxx0 kir***********@l**.com
DiversyFund 750 B St Ste 1930, San Diego, CA 92101
85843xxxx8 aar****@d**********.com 2.7 65 10344 36
Karen Purvis - Financial Advisor, Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 ala*********@a***.com
Thomas J Stout - Financial Advisor, Ameriprise Financial Services 9119 Clairemont Mesa Blvd Ste A, San Diego, CA 92123
85876xxxx7 dns*****@a***.com
Heritage Wealth Management, Inc. 11440 W Bernardo Ct # 390, San Diego, CA 92127
85861xxxx1 con****@h***.com 5 16
Investment Placement Group 501 W Broadway ste 1350, San Diego, CA 92101 61932xxxx0 5 1
Edward Jones - Financial Advisor: Hayley N Beard, CFP® 963 Orange Ave, Coronado, CA 92118
61943xxxx2 a.j*********@e**********.com 5 2 5 1
Cush Enterprises 10620 Treena St Ste 110, San Diego, CA 92131
85854xxxx4 ktr******@c******.net
Edward Jones - Financial Advisor: Mike Daudet 4731 Clairemont Dr Ste 102, San Diego, CA 92117
85848xxxx0 a.j*********@e**********.com 87342 99000
Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services 6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121
85867xxxx6 and**************@a***.com 57
Client First Capital 4075 Park Blvd, San Diego, CA 92103
80031xxxx8 inf*@c*************.com 5 11
Western Wealth Management 7114 Convoy Ct, San Diego, CA 92111 85856xxxx5
Edward Jones - Financial Advisor: Adam J Vale Cruz 3810 Park Blvd Ste 130 San Diego, CA 92103
61929xxxx0 a.j*********@e**********.com 5 1
Chicago Capital Funds 501 W Broadway #2020, San Diego, CA 92101
61925xxxx8 use*@d*****.com
RBC Wealth Management Branch - San Diego 655 W Broadway Suite 1000, San Diego, CA 92101 61969xxxx0 rbc*********@r**.com
Bjurstrom Wealth Management 12396 World Trade Dr UNIT 310, San Diego, CA 92128
85848xxxx0
The Wealth Consulting Group 7676 Hazard Center Dr, San Diego, CA 92108
61954xxxx0 ali***@w*******.com
Comprehensive Financial Group 4350 Executive Dr Ste 205, San Diego, CA 92121
85862xxxx6
Trufinancial 444 W C St, San Diego, CA 92101
61995xxxx5 dan**********@t***********.org
Sage Capital Advisors 5672 La Jolla Blvd, La Jolla, CA 92037
85845xxxx2 anu****@s*******.com
Carlo Boton - Financial Advisor, Ameriprise Financial Services 45 N Broadway, Chula Vista, CA 91910
85876xxxx8 car********@a***.com
Altman Investment Co LP 7979 Ivanhoe Ave Ste 550, La Jolla, CA 92037 85845xxxx6
Balboa Real Estate Group 343 4th Ave Ste 202, San Diego, CA 92101
61936xxxx0 inf*@b********************.com
Prosperity Private Wealth 550 W Date St Ste 609 San Diego, CA 92101
61967xxxx2 dma*****@p***********.com 5 1
Kelly Arrillaga 12626 High Bluff Dr Ste 400, San Diego, CA 92130
85872xxxx1 add********@f************.com
Commonwealth Equity 110 W A St Ste 1800, San Diego, CA 92101
61947xxxx0 aak*******@c***********.com
llj ventures Symphony Tower Llc, 750 B St #3020, San Diego, CA 92101
61981xxxx0 ade****@l**********.com 1 2
HoyleCohen 9350 Waxie Way Ste 500, San Diego, CA 92123
85857xxxx0 ale********@h*********.com
Marcrest Inc. Serving theSan Diego Area 85827xxxx9
Morrow W Aubrey Cfp 5075 Shoreham Pl San Diego, CA 92122 85859xxxx0
Professional Financial Services-SN 8340 Allison Ave, La Mesa, CA 91942
61946xxxx4 bes********@o******.com
Stone & Youngberg 4350 La Jolla Village Dr Ste 140, San Diego, CA 92122
85879xxxx0
Marcrest Inc Marcrest 3787 Ingraham St, San Diego, CA 92109
85827xxxx5
Sunrise Capital Partners 12544 High Bluff Dr Ste 400, San Diego, CA 92130
85825xxxx1 awa***@s*************.com
Financial firms CEOs 3919 30th St San Diego, CA 92104
85821xxxx8
Jake Harrison - Financial Advisor, Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dea**********@a***.com 5 5
Pegasus Asset Management 4747 Morena Blvd, San Diego, CA 92117 85849xxxx6
Art Of Saving PO Box 509100, San Diego, CA 92150 85855xxxx1
Strategic Asset Management 10620 Treena St, San Diego, CA 92131
85850xxxx8 ali***@s***********.com
Sentinel Financial Advisors 1455 Frazee Rd Ste 500 San Diego, CA 92108
85820xxxx4
American Money Management Serving theSan Diego Area 76033xxxx2
Mc Cartin & Associates 3914 Murphy Canyon Rd, San Diego, CA 92123
85827xxxx4 a09*************************************@w*****************.com
Cavanaugh Financial Group 4700 Spring St Ste 304, La Mesa, CA 91942
61946xxxx1
Southwest Equity Partners 380 Stevens Ave Ste 311 Solana Beach, CA 92075
76051xxxx9 adm**@s**********.com 4.1 30
Aspiriant 12481 High Bluff Dr, San Diego, CA 92130
85835xxxx6 aa@a********.com
Beagle Holdings 9820 Willow Creek Rd Ste 220, San Diego, CA 92131
85854xxxx2
Edward Jones 2907 Shelter Island Dr Ste 106, San Diego, CA 92106 61922xxxx5 acc**********@e**********.com 2 103 108
Raymond James Financial Services San Diego, CA 92122
85879xxxx0 aar**********@r***********.com 1 1 17485 18000
Halbert Hargrove 101 W Broadway Ste 1460 San Diego, CA 92101
61923xxxx0 cwi******@h***.com
Integrated Financial Coaching 766 Fay Ave, La Jolla, CA 92037 85826xxxx6
Northern Trust 4747 Executive Dr Suite 1100, San Diego, CA 92121
85882xxxx0 dns**********@n***.com 3 2
Lance Pelky & Associates 3550 Camino Del Rio N Ste 101 San Diego, CA 92108
61928xxxx8 lan***@p****.com 5 3 151 2
Mental Wealth San Diego, CA 92101 61980xxxx8
Raymond J Lucia Co 16789 Bardino Center Dr, San Diego, CA 92128 61949xxxx5 5 1
Edward Jones - Financial Advisor: Chrissy Chase 12760 High Bluff Dr Ste 320, San Diego, CA 92130 85879xxxx9 a.j*********@e**********.com 5 1 305 40
Foresters Equity Services Inc 6640 Lusk Blvd Ste A202, San Diego, CA 92121
83320xxxx0 aed*****@f**************.com 3 1
Permanent Value 4740 Mission Gorge Dr San Diego, CA 92160
61968xxxx4 bdo***@p*************.com
Roy Elliott 12626 High Bluff Dr Ste 400, San Diego, CA 92130
85872xxxx6 acc************@f************.com
Foster Investment 9279 Cabot Dr, San Diego, CA 92126 85857xxxx4
Alliance Investment Corporation 4330 La Jolla Village Dr # 240, San Diego, CA 92122
85859xxxx0 ama****@s*******.org
Railroad Square Investors Serving theSan Diego Area 61942xxxx0
Sanderson Brian 9191 Towne Centre Dr, San Diego, CA 92122 85878xxxx7
2020 Financial Advisers 1660 Hotel Cir N Ste 205 San Diego, CA 92108
61971xxxx0 ast*******@2*****.com
Emerson Equity 7946 Ivanhoe Ave Ste 311, La Jolla, CA 92037
85855xxxx0 aba****@e************.com 34 30 39
Arc Assets Pool 2021 1172 Orange Ave, Coronado, CA 92118 61936xxxx3
Lantzman Lending 11696 Sorrento Valley Rd Ste 201 San Diego, CA 92121
85872xxxx9 ant****@l**************.com 4.7 14 4.8 4
Terminus Investment Management 4370 La Jolla Village Dr Ste 400, San Diego, CA 92122 22524xxxx0
Mt Woodson Group 3625 Ruffin Rd Ste 304 San Diego, CA 92123
61999xxxx3 adm**@d***********.com 5 1
Fiduciary Wealth Management: Your Dedicated Fiduciary 401 B St UNIT 2300, San Diego, CA 92101
84475xxxx3 inf*@y*********************.com 404 397
Securities America 16870 W Bernardo Dr Ste 400, San Diego, CA 92127
76080xxxx6 pet*************@s****************.com
Altman Investment Company 10865 Road To The Cure, San Diego, CA 92121 85845xxxx6
Edward Jones - Financial Advisor: John J McKean 2907 Shelter Island Dr Ste 106 San Diego, CA 92106
61922xxxx5 a.j*********@e**********.com 2 87586 100000
DiversyFund 750 B St San Diego, CA 92101
85843xxxx8 abo******@d**********.com 1.7 15
San Diego Certified Financial Planner 9350 Waxie Way Ste 500 San Diego, CA 92123 76044xxxx5
Belmer Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx8 abc*******@u**.com
Fink, Jeff 655 W Broadway, San Diego, CA 92101
61969xxxx0 bri*********@r**.com
WestPac® Wealth Partners (San Diego) 5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121
61968xxxx0 inf*@w************.com 4.6 18 54344 39 104000
Edward Jones - Financial Advisor: Sean M Manatt 814 Morena Blvd Ste 301, San Diego, CA 92110
61949xxxx9 a.j*********@e**********.com 5 2
Mission Financial 8880 Rio San Diego Dr San Diego, CA 92108
61951xxxx4
The Thompson Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx4 abb*********@u**.com
Merrithew & Thorsten 9820 Willow Creek Rd Ste 200 San Diego, CA 92131
85854xxxx5 bra****@f***************.com 3.5 2
Santa Rita Investment Co 1001 B Ave, Coronado, CA 92118 61943xxxx9
Morgan Stanley 101 W Broadway, San Diego, CA 92101
61923xxxx0 int**********@m***.com 5 2
Gregory Hakim - Financial Advisor, Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 ala*********@a***.com
Alessio Investment Company 2550 5th Ave, San Diego, CA 92103
61923xxxx1 pla****@e*************.com
Madison Scharbarth - Northwestern Mutual San Diego, CA 92122
76082xxxx8 adm*******@c*****.com 107329 16242 108000
Edward Jones - Financial Advisor: Chris Jarrell 4134 Adams Ave Ste 104, San Diego, CA 92116
61952xxxx3 a.j*********@e**********.com 85136 121
Rice Hall James & Associates 600 W Broadway UNIT 1000, San Diego, CA 92101
61923xxxx5 aya******@r************.com
Financial Sense Wealth Management 10809 Thornmint Rd Fl 2, San Diego, CA 92127
85848xxxx9 ang*********@f*************.com
TD Ameritrade 9171 Towne Centre Dr Ste 195 San Diego, CA 92122 80066xxxx0 2.5 6
James Schwager - Financial Advisor, Ameriprise Financial Services 5405 Morehouse Dr Ste 140, San Diego, CA 92121
85862xxxx9 dns*****@a***.com
Lynch, Jim 655 W Broadway, San Diego, CA 92101
61969xxxx4 rbc*********@r**.com
The Hyldahl Wealth Management Group - UBS Financial Services Inc. 17180 Rancho, Bernardo Center Dr #100, San Diego, CA 92128
85852xxxx3 abc*******@u**.com
Encore Capital Group Inc. 350 Camino De La Reina #100, San Diego, CA 92108
87744xxxx1 aak*********@e************.com 2.9 12
Hearthstone Wealth Management 12555 High Bluff Dr, San Diego, CA 92130
85879xxxx2
Crawford Capital Management San Diego, CA 92101 61923xxxx6
The Retirement Group 10675 Sorrento Valley Rd Ste 100 San Diego, CA 92121
80090xxxx7 inf*@t*****************.com 5 3
The Financial Planning Company 2761 Teresita St, San Diego, CA 92104
61999xxxx1 bre*****@t***.co 5 6
Matthew Schrady - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx8 dns*****@a***.com
Western Wealth Management 8322 Clairemont Mesa Blvd Ste 110, San Diego, CA 92111 85856xxxx0
Pacific Capital Associates 4747 Viewridge Ave Ste 107 San Diego, CA 92123
85856xxxx4 inf*@p****.com 5 1
Ameriprise Financial Advisors 3525 4th Ave San Diego, CA 92103
61959xxxx8 dns*****@a***.com
Aspiriant Wealth Management 12481 High Bluff Dr Suite 110, San Diego, CA 92130
85875xxxx9 aa@a********.com 4.9 23 128 14 148
Morgan Stanley Wealth Management 16644 W Bernardo Dr, San Diego, CA 92127
85867xxxx0 acm***********@m************.com
Sorrento Pacific Financial LLC 10150 Meanley Dr Ste 200, San Diego, CA 92131
87728xxxx8 ajo***@s**************.com 1 2
Brandes Investment 11988 El Camino Real Ste 500, San Diego, CA 92130
85875xxxx9 aar*********@b******.com 4.5 2
Souligny Wells Group 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx6 rya**********@r**.com
The Q Insight Group 5480 Baltimore Dr Ste 213, La Mesa, CA 91942 61946xxxx4 sal**@l***************.com
Edward Jones - Financial Advisor: Tim West 30 Town Center Pkwy Ste B, Santee, CA 92071 61944xxxx7 22
Sanders Alvin 110 W C St Ste 808, San Diego, CA 92101 61929xxxx0 dns*****@a***.com
The Pacific Group 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx1 bri*********@r**.com
Prime Asset Management 4366 Menlo Ave San Diego, CA 92115 61928xxxx2 1 1
Integrated Financial Concepts 2525 Camino Del Rio S, San Diego, CA 92108
61922xxxx7
Morgan Stanley Wealth Management 101 W Broadway, San Diego, CA 92101
61923xxxx7 aal*******@m************.com
American National Investments 3515 Hancock St, San Diego, CA 92110 85827xxxx0 5 1
The Falkowski Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx3 acc***************@u**.com
Blue Water Capital Management 3655 Nobel Dr Ste 330, San Diego, CA 92122
85855xxxx8
Gradient Capital Advisors 2125 Poinsettia Dr, San Diego, CA 92107 61925xxxx0
Campus Point Investors 10300 Campus Point Dr, San Diego, CA 92121 85862xxxx5 a.-****@l*****.com
Morgan Investment Management Inc. 5405 Morehouse Dr, San Diego, CA 92121 85832xxxx0
RJ Patterson Group 402 W Broadway #2600, San Diego, CA 92101
61933xxxx3 a2p@r***************.com
Avenue Advisors 12707 High Bluff Dr Ste 200, San Diego, CA 92130
85845xxxx9 inf*@a*************.com
JM Financial Strategies 4550 Kearny Villa Rd, San Diego, CA 92123
85856xxxx0 bma*****@j********************.com
TNN Investments 5285 Overland Ave Ste 103 San Diego, CA 92123 85856xxxx0
Baytree Investors 5520 Riley St, San Diego, CA 92110 61926xxxx2
RG Investment Real Estate Services Inc 8888 Clairemont Mesa Blvd Ste M, San Diego, CA 92123
85826xxxx4 3.5 16
Next Gen Financial Planning 1455 Frazee Rd Suite 543, San Diego, CA 92108
61936xxxx7 and***@n***********************.com 5 8 5 25 107
Nicol Investment Company 12555 High Bluff Dr Ste 333, San Diego, CA 92130
85835xxxx0 dav**@n*******.com
Seabird Investment Partners 9191 Towne Centre Dr Suite 575, San Diego, CA 92122
85845xxxx7 inf*@s*********.com
Pat Phelan III - Optify Financial 845 15th St Ste 103 San Diego, CA 92101
61959xxxx0 fil***@g******.com 5 1 17
The Gensler Group 120 C Ave Ste 170, Coronado, CA 92118 61955xxxx0 dan@g***********.com
Wilshire Quinn 525 B Ave, Coronado, CA 92118 61987xxxx0
Edward Jones - Financial Advisor: Jason S Polk 16766 Bernardo Center Dr Ste 108, San Diego, CA 92128
85861xxxx4 a.j*********@e**********.com 481 485
Jet Wealth Advisors 4275 Executive Sq Ste 1030, La Jolla, CA 92037
85845xxxx3 gin*******@j****************.com
Phoenix Private Wealth Management 10636 Scripps Summit Ct, San Diego, CA 92131
85865xxxx9 bre**@p*********.com
Cuso Financial Services 10455 Sorrento Valley Rd Ste 101, San Diego, CA 92121
85853xxxx0 aba***@c******.com
Edward Jones - Financial Advisor: Ryan Barnhill 2664 Fletcher Pkwy, El Cajon, CA 92020
61946xxxx7 a.j*********@e**********.com
The Carlson Law Firm 600 W Broadway Ste 1550, San Diego, CA 92101
61954xxxx0
CCFG Investments San Diego, CA 92101
85845xxxx3 cem**@c**************.com 2 1
Edward Jones - Dylan King 814 Morena Blvd Ste 301 San Diego, CA 92110
61949xxxx9 a.j*********@e**********.com
Gold Path Investment Group, LLC 2298 Dragonfly St, Chula Vista, CA 91915
85856xxxx0 kgu******@g****.com 5 2
Mission Wealth 1455 Frazee Rd, San Diego, CA 92108
61933xxxx6 ach****@m************.com
Lantern Investment San Diego, CA 92126
85856xxxx9 ala********@h************.com
Prime Capital Source, Inc 8334 Clairemont Mesa Dr Ste 101 San Diego, CA 92111
85842xxxx0 3 2
Ater Regalis 8583 Aero Dr San Diego, CA 92123
61993xxxx9
Asset Property Management 7969 Engineer Rd #108, San Diego, CA 92111
85856xxxx3 al@a*****************.com 4.2 5
Home Acceptance Corp 814 Morena Blvd Ste 305, San Diego, CA 92110
61957xxxx8
Kraken Investments Inc Po Box 19186, Santee, CA 92072
61956xxxx0 inf*@k*******************.com
Raymond James 16870 W Bernardo Dr Ste 170, San Diego, CA 92127 85820xxxx7 aar************@r***********.com
C.B. Financial Insurance Services, Inc. 9089 Clairemont Mesa Blvd Suite 307, San Diego, CA 92123
85850xxxx6 col********@s****************.com 5 1
Morgan Stanley Wealth Management 7777 Fay Ave, La Jolla, CA 92037 85845xxxx0 aar***********@m***********************.com
Centara Capital Management Group La Jolla Commons, 4747 Executive Dr, San Diego, CA 92121 61939xxxx0 1 1
San Diego Capital Management Services, LLC 440 Stevens Ave #200, Solana Beach, CA 92075
85891xxxx1 inf*@s**********.com
Steve Lahre - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx1 bri*********@r**.com 230
Access Wealth Solutions 12730 High Bluff Dr #120, San Diego, CA 92130
85867xxxx2 b5b*************************************@w*****************.com
Indev 2120 Columbia St Ste 27 San Diego, CA 92101
61965xxxx4 all**@i*******.com 5 2 5 32 738 4 737
Edward Jones - Financial Advisor: Troy Darrock 2550 5th Ave Ste 65, San Diego, CA 92103 61923xxxx9
Edward Jones - Financial Advisor: Kali Mistry 2143 Poinsettia Dr, San Diego, CA 92107
61922xxxx1 a.j*********@e**********.com 5 2 87342 99000
Nelson Pension Services 3465 Camino Del Rio S Ste 250 San Diego, CA 92108
61928xxxx4 inf*@n*****.com
RG Investment Real Estate Services 8888 Clairemont Mesa Blvd suite m, San Diego, CA 92123
85826xxxx4 aar**@r*************.com 3.5 16 365
SL Wealth Management Inc Serving theSan Diego Area 85843xxxx8
Edward Jones - Financial Advisor: Kha D Hoang 6336 Greenwich Dr, San Diego, CA 92122
85845xxxx6 a.j*********@e**********.com
Giustiniano Wealth Strategies 3111 Camino Del Rio N Ste 920 San Diego, CA 92108
85877xxxx7 aar************@r***********.com 17330
San Diego Wealth Management 6390 Greenwich Dr Ste 230, San Diego, CA 92122
85827xxxx5 ari**@s*************.com 2145 2100
WorthPointe Wealth Management 3655 Nobel Dr Ste 340, San Diego, CA 92122
80062xxxx2 fir*******@w***.com
Metropolitan Realty 1921 Rowan St, San Diego, CA 92105
87721xxxx5 l*r*@m************************.com 5 19 288
Umpqua Bank 11720 El Camino Real Ste 150, San Diego, CA 92130
85831xxxx0 ali**********@u*********.com 2.6 5 50678 642 49000
Blumeyer Investment Partners 5998 Alcala Park, San Diego, CA 92110 85869xxxx9
Tristar Asset Management, Inc 4420 Hotel Cir Ct, San Diego, CA 92108
61977xxxx2 off***************@g****.com 5 1
Del Toro Loan Servicing Inc 2434 Southport Way, National City, CA 91950 61947xxxx0
Lbm Investments 8585 La Jolla Shores Dr, La Jolla, CA 92037 85845xxxx6
Stevenson and Stevenson Investment Group San Diego, CA 92120
61921xxxx7 mon*************@s********.com
Atlantic Capital Fund 4445 Eastgate Mall Ste 200, San Diego, CA 92121 80095xxxx4
Alpha Global Investments 1660 Hotel Cir N Ste 304 San Diego, CA 92108
85820xxxx1 adm**@a****************.com 109
ACRE Investment Real Estate Services 11236 El Camino Real suite 100, San Diego, CA 92130
61925xxxx2 ban******@a*************.com 4 12 218 4 230
About Properties 4876 Santa Monica Ave # 220, San Diego, CA 92107
61945xxxx8
Stifel 16870 W Bernardo Dr UNIT 150, San Diego, CA 92127
85887xxxx0 abb****@s*****.com 5 3 4772 5200
Waddell & Reed, San Diego 8910 University Center Ln Ste 550, San Diego, CA 92122
85845xxxx0 aam***@w******.com 20098 232 21000
Mophilly Technology, Inc. 3843 Park Blvd Ste A, San Diego, CA 92103
61929xxxx4 acc*******@m*******.com
William Noonan - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx7 dns*****@a***.com
Sheldon Kirk R 2221 Camino Del Rio S San Diego, CA 92108 61929xxxx3
RKG Wealth Management - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
61955xxxx7 abb*********@u**.com
Caplan Stanley E Financial Group 6046 Cornerstone Ct W, San Diego, CA 92121
85855xxxx3 s.c*****@c**************.com
Versant Commercial Brokerage, Inc. 894 West Washington St San Diego, CA 92103
61976xxxx3 der**@v*********.com 13177 13000
Marcus & Millichap Real Estate Investment Brokerage Company 4660 La Jolla Village Dr Ste 900, San Diego, CA 92122
87721xxxx5 aar**************@m**************.com 4560 37 5300
Tisdale & Associates Financial Services 9655 Granite Ridge Dr San Diego, CA 92123 85863xxxx6
Jeffrey Bjurstrom - Securities America, Inc. 12396 World Trade Dr Ste 310, San Diego, CA 92128
85848xxxx3 jef***********@s****************.com
Wagner 3131 Camino Del Rio N San Diego, CA 92108
61928xxxx4
Edward Jones - Financial Advisor: Dmitriy Bgatov 16935 W Bernardo Dr, San Diego, CA 92127
85838xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Tony Bayona 1010 Turquoise St, San Diego, CA 92109
85827xxxx4 a.j*********@e**********.com
DRA Family Office 225 Broadway Ste 1360 San Diego, CA 92101
61962xxxx6 inf*@d**************.com 19
FIRST RENT Property Management 4275 Executive Sq Ste 200, La Jolla, CA 92037
85886xxxx4 inf*@f***********.com
Dlk Investment Management 6020 Cornerstone Ct W Ste 220, San Diego, CA 92121
85899xxxx6 bjo*****@d********.com
Nguyen Associated San Diego, CA 92104 61978xxxx9
Keith Paglierani - Ameriprise Financial Services 4455 Morena Blvd Ste 215 & Ste 216 San Diego, CA 92117
85849xxxx8 ala*********@a***.com 5 1 64 73
Whitaker Facilities Corp 1320 Columbia St, San Diego, CA 92101
88840xxxx4 jas*********@w*********************.com
Dunham & Associates 6256 Greenwich Dr Ste 550, San Diego, CA 92122
85896xxxx0 acc*******@b***********.com
Heritage Wealth Management 11440 W Bernardo Ct, San Diego, CA 92127
85861xxxx1 fra******@c***********.com
Eagle Hill Wealth Management 7736 Ivanhoe Ave, La Jolla, CA 92037
92536xxxx0 dat*****************@i****.de
Fident Capital 600 W Broadway, San Diego, CA 92101
85835xxxx1 aar**@f************.com
Edward Jones - Financial Advisor: Ryan S Gorski 10330 Friars Rd Ste 115, San Diego, CA 92120 61951xxxx5
Ariston Services Group 750 B St, San Diego, CA 92101
61924xxxx6 ale******@a*******************.com
Van Nostrand & Assoc 16776 Bernardo Center Dr, San Diego, CA 92128 85848xxxx5 jls@v***********.com
White Light Financial, Inc. 333 H St Ste 5000, Chula Vista, CA 91910
61955xxxx3 chr******@w******************.com
TNL Car Title Loans 1851 San Diego Ave Ste 100b, San Diego, CA 92110
61967xxxx7 3ce*************************************@w*****************.com
Brandes Investment Partners 4275 Executive Dr, San Diego, CA 92121
85855xxxx8 aar*********@b******.com
Sterling Investments Management 1026 W Washington St, San Diego, CA 92103
61926xxxx0 ana***@g****.com 4.5 26
Torrey Wealth - Rob Leuffen 4660 La Jolla Village Dr Suite 100, San Diego, CA 92122
85873xxxx0 inf*@d*************.org 5 2
John Jaffe Company LP 1518 6th Ave, San Diego, CA 92101 61923xxxx3
WeLease Property Management 7851 Mission Center Ct #115, San Diego, CA 92108
61986xxxx0 ale***@w*********.com 4.7 166
Copia Wealth Management & Insurance Services 2333 Camino Del Rio S Ste 240, San Diego, CA 92108
61964xxxx2 doe@c******.com 5 1 3540 31
Van Nostrand Wealth Management LLC 11440 W Bernardo Ct # 204, San Diego, CA 92127
85848xxxx5 gvv@v*******.com 29
Asset Preservation Strategies, Inc 3636 Nobel Dr # 440, San Diego, CA 92122
85845xxxx5 con****@p*************.org
Capital Loan Associates 11545 W Bernardo Ct Ste 201, San Diego, CA 92127
85837xxxx4 ali***@c***********.com 3.9 15
San Diego Wealth Management 6390 Greenwich Dr #215, San Diego, CA 92122
85827xxxx5 ari**@s*************.com 5 1 2146 2100
Fundamental Wealth Management - Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com
TD Ameritrade 16421 Bernardo Center Dr, San Diego, CA 92128
85867xxxx0 api@t***********.com
Sage Financial Planning San Diego, CA 92116
61943xxxx8 c18*****************************@s*****.wixpress 5 4
Harsch Investment Properties 10509 Vista Sorrento Pkwy, San Diego, CA 92121
85832xxxx0 a04*************************************@w*****************.com
Ameriprise Financial Advisors - Friedemann & Associates 12700 Stowe Dr Ste 220 Poway, CA 92064
85848xxxx0 car**************@a***.com 5 1
Ashton Investment Management 3111 Camino Del Rio N, San Diego, CA 92108 61940xxxx0
Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. 600 W Broadway #600, San Diego, CA 92101
61923xxxx5 ark**************@n*.com
Prudential Carlsbad 7676 Hazard Center Dr Ste 600 San Diego, CA 92108
61935xxxx8 5 1
Psychic 8274 Station Village Ln 2815 San Diego, CA 92108 76081xxxx1
Magna Vita Investments 425 W Beech St UNIT 415, San Diego, CA 92101
61954xxxx6 inf*@m*******************.com 4.4 13
Matthew C Barnhart - MetLife 3131 Camino Del Rio N Ste 1200 San Diego, CA 92108
61964xxxx5 tsi**@c****.com
Sage Capital Advisors 11440 W Bernardo Ct, San Diego, CA 92127
85845xxxx2 anu****@s*******.com
GH Wealth Management 6265 Greenwich Dr STE 100, San Diego, CA 92122
85845xxxx0 dav**@g*******.net 143 144
TSG Wealth Management - La Jolla 4365 Executive Dr Suite 1420, San Diego, CA 92121
85863xxxx0 a.s********@t****.com
Edward Jones - Financial Advisor: Nick Stone 3838 Camino Del Rio N Ste 375, San Diego, CA 92108 61920xxxx4
ClariVest Asset Management LLC 3611 Valley Centre Dr #100, San Diego, CA 92130
85848xxxx0 aer*******@c********.com
Edward Jones - Financial Advisor: John W Fieberg Jr 1111 Fort Stockton Dr Ste A San Diego, CA 92103
61926xxxx3 acc**********@e**********.com 87586 100000
August Financial Alliance 1240 India St UNIT 1402, San Diego, CA 92101
31295xxxx4 bha****@r******.com
Altegris Investments 1200 Prospect St, La Jolla, CA 92037
85845xxxx0 aad******@a*******.com
Wheelhouse Credit Union - Chula Vista 344 F St, Chula Vista, CA 91910
61929xxxx5 agr*****@w***********.com 4.2 13 4.1 18 186
Balboa Asset Management 950 Sixth Ave UNIT 611, San Diego, CA 92101
61936xxxx0 inf*@b********************.com 5 1
Collins MacVean Investment Partners 9474 Kearny Villa Rd Ste 209, San Diego, CA 92126 61978xxxx1
FlightPath Financial Planning 445 Marine View Ave Ste 305 Del Mar, CA 92014
85838xxxx7 inf*@f**************************.com 5 5
Edward Jones 30 Town Center Pkwy, Santee, CA 92071 61944xxxx7 217
Edward Jones - Financial Advisor: Miles Jones 828 Prospect St Ste A, La Jolla, CA 92037
85855xxxx4 a.j*********@e**********.com 87586 100000
Sterling Investments 1026 W Washington St, San Diego, CA 92103
61926xxxx0 ana***@g****.com 4.6 20
Edward Jones - Financial Advisor: Dave Parker 2222 Fern St San Diego, CA 92104
61951xxxx4 acc**********@e**********.com
Goodsell & Company Financial Services 2366 Front St San Diego, CA 92101
61923xxxx3 cra**@g*********.com 3 4
Marcrest 3787 Ingraham St San Diego, CA 92109
85827xxxx9 4.4 88
Verus Capital Partners 3111 Camino Del Rio N, San Diego, CA 92108
61928xxxx8 jan*@v*******************.com
Coastal Life Wealth Management 3914 Murphy Canyon Rd, San Diego, CA 92123
85849xxxx2 chr*****@c****************.com
Chicago Capital Funds 402 W Broadway Ste 1120, San Diego, CA 92101
61925xxxx6 use*@d*****.com
Ubs 17140 Bernardo Center Dr Ste 350, San Diego, CA 92128
85852xxxx0 aar*******@u**.com
Edward Jones - Financial Advisor: Aleksandar Raskovic 4731 Clairemont Dr Ste 102, San Diego, CA 92117
85848xxxx0 a.j*********@e**********.com 87384 100000
Canter Capital 655 W Broadway Ste 1650, San Diego, CA 92101
61954xxxx3 inf*@c************.com 5 44 864 66 858
Arboleda Noli Financial Advisor 3550 Camino Del Rio N San Diego, CA 92108 61952xxxx7
Owl Wealth Management-Ameriprise Financial Services 4655 Executive Dr, San Diego, CA 92121
85853xxxx1 ado********@a***.com 295 296
Dewane & Associates 5575 Ruffin Rd, San Diego, CA 92123 85856xxxx6
DB Wealth Management Group 1455 Frazee Rd #950, San Diego, CA 92108
61949xxxx4 bry*********@d****.com 5 1
Omit 10620 Treena St, San Diego, CA 92131 85854xxxx4
Superlab San Diego, CA 92101
61969xxxx2 cat**@s*******.com
Stifel 12544 High Bluff Dr Ste 190, San Diego, CA 92130
85875xxxx4 abb****@s*****.com 4756 5200
Peregrine Capital Investments 3870 Murphy Canyon Rd San Diego, CA 92123 85875xxxx7
Interwest Capital Group LLC 4275 Executive Square, San Diego, CA 92121
85862xxxx0 ada*@i***************.com 5 1
VBL 11233 Tierrasanta Blvd Ste 2 San Diego, CA 92124
85887xxxx2 ebe*@e*******.com 1 2
Investment Recovery Counsel 9820 Willow Creek Rd Ste 215, San Diego, CA 92131 85855xxxx6
Clutinger Williams & Verhoye Inc 6398 Del Cerro Blvd Ste 3, San Diego, CA 92120
61932xxxx0 ebe*@e*******.com
Paul Cowan - Financial Advisor, Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85853xxxx1 dns*****@a***.com
Capital Financial Management 2221 Camino Del Rio S Ste 303 San Diego, CA 92108
61929xxxx3 inf*@c******************.com
S A Investment 4540 Kearny Villa Rd, San Diego, CA 92123
85843xxxx0 inf*@s**************.com
Choice Lending 2437 Morena Blvd Fl 3 San Diego, CA 92110
76055xxxx5 aar**@c***.net 4.8 38 466 328 475
Sellstate Next Generation 2810 Camino Del Rio S, San Diego, CA 92108 88840xxxx4
American Assets Trust, LP 3420 Carmel Mountain Rd, San Diego, CA 92121
85835xxxx0 afl******@a******************.com
Edward Jones - Financial Advisor: Erik D Karlson 7185 Navajo Rd Ste P, San Diego, CA 92119
61962xxxx2 a.j*********@e**********.com
ValueStreet 2720 Fifth Ave Ste G San Diego, CA 92103
61932xxxx1 inf*@v**********.com
Siegel Financial 4330 La Jolla Village Dr Ste 330, San Diego, CA 92122
85886xxxx0 aar************@r***********.com 17330
Messenger Wealth Management, Inc. 2305 Historic Decatur Rd Suite 100, San Diego, CA 92106
61957xxxx8 adm*************@l**.com
Anger, Nicholas 4250 Executive Sq, La Jolla, CA 92037
85855xxxx3 des*********@r**.com
RIA Growth Symphony Tower Llc, 750 B St Suite 3300, San Diego, CA 92101
61985xxxx2 dom****@r********.com
Davlyn Investments 12625 High Bluff Dr Ste 315, San Diego, CA 92130
85879xxxx0 ada******@d****************.com 2.9 16
Edward Jones - Financial Advisor: David S Tam, CEPA®|AAMS™ 4134 Adams Ave Ste 104, San Diego, CA 92116
61952xxxx3 a.j*********@e**********.com 117
Investment Recovery Counsel 10620 Treena St, San Diego, CA 92131
85855xxxx6 gmb*****@b************.com
Help-U-Sell Metro Realty San Diego 1474 Garnet Ave, San Diego, CA 92109 83353xxxx1 5 2
Newell Wealth Management 6310 Greenwich Dr Ste 150, San Diego, CA 92122
85853xxxx0 kel*********@n***********.com
Waddell & Reed 4730 Palm Ave, La Mesa, CA 91941
61969xxxx6 aam***@w******.com 20100 234 21000
Krvaric Capital & Risk Management 16935 W Bernardo Dr suite 112, San Diego, CA 92127
85845xxxx0 joh*@k*************.com 5 3
Blue Water Capital Management, LLC 5755 Oberlin Dr #301, San Diego, CA 92121
91958xxxx8 inf*@b******************.com 99
TNL Car Title Loans 860 Kuhn Dr Ste 201, Chula Vista, CA 91914
61936xxxx5 3ce*************************************@w*****************.com
High Bluff Capital Partners 12760 High Bluff Dr, San Diego, CA 92130
85828xxxx0 atk********@i***************.com
Edward Jones - Financial Advisor: Erick Zuniga 3007 Clairemont Dr Ste E, San Diego, CA 92117 61927xxxx5 a.j*********@e**********.com 250
Paul A. Neves, CFP®, ChFC® -FSI Wealth 1455 Frazee Rd Suite 804, San Diego, CA 92108
61968xxxx1 pau*@f********.net 5 2 55 54
Lester, Karpow, Dyer & Associates - Ameriprise Financial Services 4655 Executive Dr Ste 300, San Diego, CA 92121
85879xxxx8 bar**************@a***.com
Tilldale Management 1001 B Ave, Coronado, CA 92118 61943xxxx6
Beta Wealth Group 11421 W Bernardo Ct, San Diego, CA 92127
85820xxxx7 bra****@b**************.com
Spirit Investment Advisors, LLC 10679 Westview Pkwy 2nd Floor, San Diego, CA 92126
61950xxxx9 ear******@s***********************.com
Wealth Analytics Retirement Planning 12730 High Bluff Dr #260, San Diego, CA 92130
85879xxxx0 bel**@w**************.com
LifePro Asset Management, LLC 11512 El Camino Real #100, San Diego, CA 92130
88854xxxx6 cag*****@l*********************.com
Thomas Trax CEP 2221 Camino Del Rio S Ste 307, San Diego, CA 92108 61946xxxx0 dan************@l**.com 5 6 30 31
Tax & Capital Management 360 7777 Alvarado Rd Ste 106, La Mesa, CA 91942
85536xxxx1 gbr***@t*****.net
MassMutual Pacific Coast 4275 Executive Sq Ste 400, La Jolla, CA 92037
85855xxxx0 aah*****@m*********.com 3.5 8
Christopher Wells - RBC Wealth Management Financial Advisor 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx7 rbc*********@r**.com
Meissner Jacquet 4995 Murphy Canyon Rd, San Diego, CA 92123
85837xxxx4 and****@m**************.com 118 36 125
Wealth Advisors Inc 11943 El Camino Real Ste 202, San Diego, CA 92130
85848xxxx8 ahu*******@w****************.com
Wealth Legacy Group 4540 Kearny Villa Rd Ste 114 San Diego, CA 92123
85856xxxx3 car***@w****************.com 5 15
Unified Mortgage Service, Inc. 2020 Camino Del Rio N Ste 230, San Diego, CA 92108
61929xxxx0 mic****@u***.biz
BB&T Scott Stringfellow 4275 Executive Dr, San Diego, CA 92121
85867xxxx3 aar**@b**.com 356362
DB Wealth Management Group 1450 Frazee Rd Ste 610, San Diego, CA 92108
61949xxxx4 bry*********@d****.com
Creative Capital Management 6265 Greenwich Dr, San Diego, CA 92122
61929xxxx3 abb*@m*****.com
HatchWorth 3645 Ruffin Rd #200, San Diego, CA 92123 44227xxxx4
Stolper & Co 2305 Historic Decatur Rd, San Diego, CA 92106
61923xxxx2 bma****@s********.com 15147 16000
Edward Jones - Financial Advisor: Timothy M Lahmann 4731 Clairemont Dr, Ste 102 San Diego, CA 92117
85848xxxx0 aar***********@e**********.com 87586 100000
Premier Coastal Realty Inc 12526 High Bluff Dr Ste 300, San Diego, CA 92130 31331xxxx4 5 1
Zenith Investment Management 9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121
85871xxxx0 c18*****************************@s*****.wixpress 5 2 4.7 22 280 285
Grace Investments 7750 Dagget St San Diego, CA 92111 85856xxxx4
Edward Jones - Financial Advisor: Brian Dempsey 8895 Towne Centre Dr Ste 103, San Diego, CA 92122
85845xxxx1 a.j*********@e**********.com 87341 99000
Coseo Properties 10920 Via Frontera, San Diego, CA 92127
85848xxxx0 cal*****@c**************.com
Edward Jones - Financial Advisor: Robert P Chopping 13400 Sabre Springs Pkwy, San Diego, CA 92128
85839xxxx7 a.j*********@e**********.com 87359 99000
PJ Scavuzzo 8880 Rio San Diego Dr Ste 800 San Diego, CA 92108
85869xxxx7 pau*@p*********.com
RBC Wealth Management Branch - La Jolla 4250 Executive Sq Ste 800, La Jolla, CA 92037
85845xxxx0
Edward Jones Investments 1111 Fort Stockton Dr Ste A, San Diego, CA 92103
61926xxxx3 acc**********@e**********.com 587 8 1000
Dunham & Associates Investment Counsel Inc 10251 Vista Sorrento Pkwy Ste 200, San Diego, CA 92121 85896xxxx0 acc*******@b***********.com
IPI Property Management 8799 Balboa Ave Suite 235, San Diego, CA 92123
85827xxxx0 ben@i**********.com 4.9 37 39 169
Kevin Witowich - Financial Advisor, Ameriprise Financial Services 9420 Mira Mesa Blvd, San Diego, CA 92126
85876xxxx3 dns*****@a***.com
Total Rebalance Expert 8889 Rio San Diego Dr, San Diego, CA 92108
61929xxxx7 dan***@t******.com 18940 994 22000
Star North Capital Group | a Star North Holdings Group Company 4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 61969xxxx6 sta*****************@d*****************.com
Windvest Corporation 3131 Camino Del Rio N Ste 130 San Diego, CA 92108 61928xxxx7
Bradley Wealth LLC 350 Tenth Ave #1000, San Diego, CA 92101
61951xxxx0 ale*@b************.com 763 776
McGladrey 1455 Frazee Rd, San Diego, CA 92108
61928xxxx2 dns******@t*****.com
Canter Companies 655 W Broadway Ste 1650, San Diego, CA 92101 61954xxxx3
Edward Jones - Financial Advisor: John W Fieberg Jr, CEPA®|AAMS™|CRPS™ 1111 Fort Stockton Dr Ste A, San Diego, CA 92103
61926xxxx3 a.j*********@e**********.com 87384 100000
JBM Properties 2223 Avenida De La Playa, La Jolla, CA 92037
85845xxxx5 dea**@j******.com
Seidman Investment Portfolios 7445 Girard Ave, La Jolla, CA 92037 85845xxxx8
Castle Creek Capital 11682 El Camino Real Suite 320, San Diego, CA 92130
85875xxxx0 a@c**********.com 1 1
Verus Capital Partners 3111 Camino Del Rio N #400, San Diego, CA 92108
61928xxxx8 col****@v*******************.com 4.9 11
Driven Wealth Management 61963xxxx0 5 2