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