Edward Jones - Financial Advisor: Teddy Squilanti |
950 S Coast Dr Ste 240, Costa Mesa, CA 92626 |
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71454xxxx1 |
a.j*********@e**********.com |
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5 |
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IPX1031 - Investment Property Exchange Services, Inc. |
4400 Macarthur Blvd #320, Newport Beach, CA 92660 |
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94962xxxx9 |
ann********@i******.com |
5 |
15 |
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1300 |
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Mortgage Vintage, Inc. |
260 Newport Center Dr, Newport Beach, CA 92660 |
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94963xxxx5 |
daw*@m**************.com |
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Equity Investments Group |
16331 Gothard St Huntington Beach, CA 92647 |
|
71484xxxx1 |
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1 |
1 |
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Jorey Bernstein Private Wealth Management |
660 Newport Center Dr Suite 470, Newport Beach, CA 92660 |
|
31096xxxx9 |
jor**@b*****************************.com |
5 |
3 |
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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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J P Morgan Securities |
660 Newport Center Dr, Newport Beach, CA 92660 |
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94946xxxx0 |
dav***********@j*******.com |
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Ranchharbor |
1201 Dove St, Newport Beach, CA 92660 |
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94922xxxx0 |
inf*@r**********.com |
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Northern Trust |
660 Newport Center Dr Suite 1100, Newport Beach, CA 92660 |
|
94971xxxx0 |
ams*************@n***.com |
4.5 |
4 |
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9138 |
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9600 |
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Doug Bailey - RBC Wealth Management Branch Director |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
dou********@r**.com |
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67 |
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Cambridge Financial Partners |
20151 SW Birch St STE 250, Newport Beach, CA 92660 |
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94924xxxx0 |
car*************@c**********.com |
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Archimedes Asset Management, Inc |
140 Newport Center Dr Suite 270, Newport Beach, CA 92660 |
|
42490xxxx0 |
lou@a***********.com |
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Edward Jones - Financial Advisor: Brian Harding |
16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649 |
|
71437xxxx0 |
a.j*********@e**********.com |
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Edward Jones - Financial Advisor: Sam Valero Jr |
3532 Howard Ave Ste 103, Los Alamitos, CA 90720 |
|
56249xxxx3 |
a.j*********@e**********.com |
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178 |
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182 |
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Pacific One Properties |
18377 Beach Blvd, Huntington Beach, CA 92648 |
|
88873xxxx4 |
ma**@p**************.com |
5 |
8 |
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5 |
29 |
11975 |
114 |
11000 |
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PMI Beachside |
7222 Edinger Ave Ste 200, Huntington Beach, CA 92647 |
|
71491xxxx0 |
aar**@p********************.com |
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39606 |
129 |
39000 |
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Mont Pelerin |
660 Newport Center Dr, Newport Beach, CA 92660 |
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94970xxxx7 |
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Dinh Investments |
15058 Moran St Westminster, CA 92683 |
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71489xxxx8 |
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Conscious Capital Advisors |
4533 MacArthur Blvd Ste A-2139, Newport Beach, CA 92660 |
|
21334xxxx7 |
inf*@c***************.pro |
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Signature Resources Capital Management, LLC |
120 Newport Center Dr #100, Newport Beach, CA 92660 |
|
94926xxxx6 |
ale**@s***********.com |
1 |
1 |
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Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
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53 |
9 |
57 |
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Signature Resources Capital Mangement |
16755 Von Karman Ave, Irvine, CA 92606 |
|
94926xxxx6 |
ale**@s***********.com |
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Investments |
5011 Argosy Ave Huntington Beach, CA 92649 |
|
71489xxxx2 |
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AB Capital |
15 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94949xxxx0 |
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OTA Real Estate |
17780 Fitch Ste 107 Irvine, CA 92614 |
|
94965xxxx5 |
dom****@h**********.com |
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4 |
1 |
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Pelorus Equity Group |
124 Tustin Ave Suite 200, Newport Beach, CA 92663 |
|
94972xxxx3 |
inf*@p********.com |
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Hewitt Investment Advisory |
6 Venture Ste 200, Irvine, CA 92618 |
|
94972xxxx4 |
*nn*@o**************.com |
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The Bailey Group - RBC Wealth Management |
6700 E Pch Hwy Ste 280 Long Beach, CA 90803 |
|
56279xxxx8 |
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1 |
1 |
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Regal Wealth Group - Fee Only Investment Advisor |
12501 Seal Beach Blvd #280, Seal Beach, CA 90740 |
|
56279xxxx9 |
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William Allan Investment Advisors |
4000 Long Beach Blvd Ste 202 Long Beach, CA 90807 |
|
80067xxxx9 |
and***@w********.com |
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California Title Loans |
2102 Business Center Dr Ste 130, Irvine, CA 92612 |
|
85533xxxx1 |
sup****@c*******************.org |
5 |
7 |
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Catalina Group |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94970xxxx2 |
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Rangers Property Management |
8907 Warner Ave #226, Huntington Beach, CA 92647 |
|
56248xxxx9 |
ran**********@d*****************.com |
3 |
4 |
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CrowdTrustDeed |
260 Newport Center Dr #403, Newport Beach, CA 92660 |
|
94943xxxx1 |
inf*@c*************.com |
5 |
2 |
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31 |
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41 |
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D & S Investments |
3751 S Harbor Blvd, Santa Ana, CA 92704 |
|
71443xxxx0 |
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Fisher’s Financial |
1100 Town And Country Rd Ste 1250 Orange, CA 92868 |
|
71460xxxx3 |
fis***************@w**********.com |
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5 |
1 |
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587293 |
|
46 |
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Sunpath Financial |
100 Bayview Circle Ste 100 Newport Beach, CA 92660 |
|
94967xxxx8 |
525*************************************@w*****************.com |
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5 |
12 |
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Perlmutter Investment Co |
512 Harbor Island Dr, Newport Beach, CA 92660 |
|
94942xxxx5 |
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The Householder Group |
4401 Atlantic Ave Ste 200, Long Beach, CA 90807 |
|
56298xxxx0 |
ako***@h***************.com |
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Merrill Lynch Wealth Management |
650 Town Center Dr Ste 500, Costa Mesa, CA 92626 |
|
71442xxxx0 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: John Thomas Patton |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
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Hanna Capital Management |
8105 Irvine Center Dr Ste 1170, Irvine, CA 92618 |
|
94927xxxx0 |
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Anfield Capital Management, LLC |
19900 MacArthur Blvd, Newport Beach, CA 92612 |
|
94989xxxx0 |
anf***************@c*************.com |
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Global Trends Investments |
2010 Main St, Irvine, CA 92614 |
|
94979xxxx0 |
anh@c*********************.com |
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Carruthers Brian & Associates |
301 Forest Ave, Laguna Beach, CA 92651 |
|
94946xxxx0 |
bri**@g*********.com |
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Rudolph Dewey Investments |
16531 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71437xxxx2 |
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Cochran Investment Company |
2512 Chambers Rd, Tustin, CA 92780 |
|
71473xxxx0 |
kel********@c****************.com |
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Sage Point Financial |
10061 Talbert Ave, Fountain Valley, CA 92708 |
|
71496xxxx0 |
dom****@a***********.com |
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Edward Jones - Financial Advisor: Jo Cinnamon |
62 Orchard, Irvine, CA 92618 |
|
97180xxxx7 |
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Spahr Financial Group LLC |
18682 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
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Advantage Financial Advisory Group |
2 Venture Ste 240, Irvine, CA 92618 |
|
94946xxxx0 |
inf*@f*********************.com |
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Daniel Cucuiat - Signature Resources |
2601 Main St Ste 700, Irvine, CA 92614 |
|
94979xxxx4 |
inf*@s****.com |
|
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84 |
|
96 |
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TSG Wealth Management - Long Beach |
6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803 |
|
56241xxxx0 |
all************@t****.com |
5 |
1 |
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229 |
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Bjr Capital Holdings |
2301 Dupont Dr, Irvine, CA 92612 |
|
94930xxxx7 |
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Eliberto Casillas Morales |
Anaheim, CA 92802 |
|
41564xxxx6 |
|
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5 |
1 |
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Kensington Investment Counsel |
444 W Ocean Blvd, Long Beach, CA 90802 |
|
56298xxxx7 |
ada*@k***********.com |
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Stephenson & Co |
16411 Scientific, Irvine, CA 92618 |
|
94972xxxx5 |
bra*@s******************.com |
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Pathway Capital Management |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx0 |
ada***********@p*************.com |
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RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx2 |
wms**********@r**.com |
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12835 |
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14000 |
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Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx5 |
cry************@a***.com |
|
235 |
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230 |
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233 |
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Lions Wealth Builders - Gayre Emery |
20951 Brookhurst St #209, Huntington Beach, CA 92646 |
|
31088xxxx3 |
dns******@a*******.com |
5 |
1 |
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Daniel Pichardo CFP, CRPC - Bridge Financial Management |
4343 Von Karman Ave Ste 250L Newport Beach, CA 92660 |
|
94922xxxx2 |
dpi******@m**************.com |
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5 |
17 |
5 |
21 |
209 |
|
208 |
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Capstone Management Services, Inc. |
14 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94933xxxx0 |
cap******************@c*************.com |
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51 |
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MWJ Wealth Stategies LLC |
7777 Center Ave, Huntington Beach, CA 92647 |
|
71489xxxx0 |
ali*********@l**.com |
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Baldwin Wealth Planning |
660 Newport Center Dr Suite 550, Newport Beach, CA 92660 |
|
94999xxxx8 |
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Edward Jones - Financial Advisor: Pete Peterson, RICP® |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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87384 |
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100000 |
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CRSA Management, Inc. |
2901 West Coast Hwy #200, Newport Beach, CA 92663 |
|
94979xxxx3 |
ari******@c*************.com |
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TENET FINANCIAL |
620 Newport Center Dr #1100, Newport Beach, CA 92660 |
|
94971xxxx0 |
inf*@t*********.com |
4.6 |
7 |
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TNL Car Title Loans |
5345 E 2nd St Ste 1, Long Beach, CA 90803 |
|
56236xxxx2 |
3ce*************************************@w*****************.com |
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American Discovery Energy Inc |
27068 La Paz Rd, Aliso Viejo, CA 92656 |
|
94960xxxx1 |
inf*********@u*******.com |
4.2 |
50 |
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5 |
7 |
527 |
11 |
529 |
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Woodco Investment Co Inc |
3746 Campus Dr, Newport Beach, CA 92660 |
|
94975xxxx7 |
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Morgan Stanley Wealth Management |
8150 La Palma Ave, Buena Park, CA 90620 |
|
71482xxxx2 |
aar***********@m***********************.com |
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Finn Financial Group |
260 Newport Center Dr #100, Newport Beach, CA 92660 |
|
94999xxxx2 |
dan@f*****************.com |
5 |
6 |
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Lifebase Advisors Inc |
2700 Newport Blvd, Newport Beach, CA 92663 |
|
94967xxxx3 |
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Edward Jones - Financial Advisor: Randy Hawkins |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
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Rgt Capital Management LTD |
1 Park Plz Ste 950, Irvine, CA 92614 |
|
94995xxxx5 |
abl********@r*****.com |
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Pacific Investment Management Co Llc |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
aam***********@p****.com |
4.2 |
17 |
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Primior Asset Management |
750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765 |
|
86646xxxx6 |
adv*****@p******.com |
4 |
21 |
4.9 |
31 |
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983 |
|
1000 |
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Maureen Flanagan |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx0 |
add********@f************.com |
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90275 |
|
115000 |
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Summit Healthcare REIT, Inc |
23382 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94953xxxx2 |
bni********@s*******************.com |
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Andorra Investment Management |
5941 E Naples Plz, Long Beach, CA 90803 |
|
56243xxxx0 |
and****@a******.com |
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29 |
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Umpqua Bank |
20 Pacifica, Irvine, CA 92618 |
|
94934xxxx9 |
aar*********@u*********.com |
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50686 |
639 |
49000 |
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Pathway Capital Management |
18101 Von Karman Ave Ste 330, Irvine, CA 92612 |
|
94962xxxx0 |
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Sagemark Consulting |
18400 Von Karman Ave Ste 400 Irvine, CA 92612 |
|
94966xxxx1 |
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5 |
1 |
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Securities America |
18300 Von Karman Ave Ste 400, Irvine, CA 92612 |
|
94947xxxx1 |
aad********@s****************.com |
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First Republic Bank |
2800 E Coast Hwy, Corona Del Mar, CA 92625 |
|
94972xxxx8 |
aa@f************.com |
3 |
4 |
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Financial Advisors Network, Inc |
1432 Edinger Ave Ste 200 Tustin, CA 92780 |
|
71459xxxx0 |
bri**@f*****.com |
|
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5 |
2 |
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|
146 |
6 |
173 |
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Heritage Financial, Ara Malazian, CFP |
505 N Tustin Ave Ste 267 Santa Ana, CA 92705 |
|
94970xxxx2 |
fin********************@c*************.com |
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Tim Woodall |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx5 |
add********@f************.com |
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SKS Management Group |
Huntington Beach, CA 92649 |
|
71439xxxx0 |
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Marshall Reddick Mortgage Fund |
4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660 |
|
85844xxxx7 |
539*************************************@w*****************.com |
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Duckworth & Mehner |
3189 Pullman St, Costa Mesa, CA 92626 |
|
71443xxxx0 |
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Edward Jones |
16454 Bolsa Chica St Huntington Beach, CA 92649 |
|
71437xxxx0 |
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PAAMCO |
660 Newport Center Dr Suite 930, Newport Beach, CA 92660 |
|
94926xxxx0 |
aad***@p*****.com |
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Manulife Asset Management |
18301 Von Karman Ave, Irvine, CA 92612 |
|
80024xxxx2 |
aar********@m*******.com |
|
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171826 |
|
171000 |
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Edward Jones - Financial Advisor: Monica G Schick |
4195 N Viking Way Ste 110, Long Beach, CA 90808 |
|
56242xxxx8 |
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Barbara Stowell - IWM Partners |
3 Park Plz Ste 1490 Irvine, CA 92614 |
|
71496xxxx0 |
ahe*******@i**********.com |
|
5 |
5 |
2 |
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Trusteepro |
23601 Moulton Pkwy, Laguna Hills, CA 92653 |
|
94960xxxx5 |
dan**@t*********.com |
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Carrick Capital Partners |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94920xxxx2 |
jim@c*********************.com |
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Farsai and Farsai Inc |
23276 S Pointe Dr, Laguna Hills, CA 92653 |
|
94976xxxx4 |
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1 |
3 |
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Kost, Theresa |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx9 |
rbc*********@r**.com |
|
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|
80 |
8 |
83 |
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Suzanne Linn, CPA |
801 E Chapman Ave Ste 109, Fullerton, CA 92831 |
|
71429xxxx5 |
ebe*@e*******.com |
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Four Corners |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94993xxxx4 |
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Schwartz Newport Beach Wealth Management of Impact Wealth Management |
120 Newport Center Dr, Newport Beach, CA 92660 |
|
94943xxxx4 |
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Asset One Property Management |
7545 Irvine Center Drive Suite 200, Irvine, CA 92618 |
|
94952xxxx5 |
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FMSI Advisors |
2901 W Coast Hwy Ste 200 Newport Beach, CA 92663 |
|
94927xxxx2 |
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Komar Investments |
23 Corporate Plaza Dr # 247, Newport Beach, CA 92660 |
|
94971xxxx5 |
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Securities America INC |
834 E 4th St Unit 12, Long Beach, CA 90802 |
|
71496xxxx0 |
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Parse Financial |
16520 Bake Pkwy, Irvine, CA 92618 |
|
94987xxxx5 |
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Beacon Pointe Advisors |
610 Newport Center Dr #280, Newport Beach, CA 92660 |
|
94972xxxx0 |
aba*****@b***********.com |
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Edward Jones - Financial Advisor: Ryan C Schwartz |
229 E Commonwealth Ave, Fullerton, CA 92832 |
|
71444xxxx8 |
a.j*********@e**********.com |
|
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|
85136 |
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Sidoxia Capital Management, LLC |
2901 West Coast Hwy Suite 200, Newport Beach, CA 92663 |
|
94925xxxx2 |
dsh*****@s******.com |
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Professional Practice Sales |
18410 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
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|
Darren Chung |
18000 Studebaker Rd, Cerritos, CA 90703 |
|
62621xxxx2 |
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QUAD ENTERPRISES LLC |
1048 Irvine Ave Ste 196, Newport Beach, CA 92660 |
|
94946xxxx2 |
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Newcap Partners Inc |
2082 Michelson Dr, Irvine, CA 92612 |
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94966xxxx9 |
bua**@n*****.com |
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Spectrum Asset Mangemet, Inc. |
1301 Dove St Ste 970, Newport Beach, CA 92660 |
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94971xxxx0 |
ach***@m*********.com |
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166767 |
126 |
187000 |
1 |
1 |
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Capital Resources & Insurance |
5500 Bolsa Ave # 145, Huntington Beach, CA 92649 |
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71490xxxx0 |
dka****@c*********.com |
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Newport Legacy Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
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94946xxxx9 |
acc***************@u**.com |
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Pacific Alternative Asset Management |
19540 Jamboree Rd, Irvine, CA 92612 |
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94926xxxx0 |
aad***@p*****.com |
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Flash Back |
11432 South St # 206, Cerritos, CA 90703 |
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87829xxxx0 |
gra**********@g****.com |
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Warland Investment Co |
6100 Gateway Dr, Cypress, CA 90630 |
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71425xxxx5 |
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Avantax Investment Services |
800 S Harbor Blvd, Anaheim, CA 92805 |
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94924xxxx2 |
day**@m*******.com |
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Edward Jones |
13334 S St Cerritos, CA 90703 |
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56280xxxx0 |
acc**********@e**********.com |
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5 |
1 |
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Genuine Property Management |
1922 Placentia Ave Unit 1, Costa Mesa, CA 92627 |
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94920xxxx4 |
car*@g*************.com |
4.1 |
81 |
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4.3 |
11 |
96 |
4 |
106 |
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JST Investment Consulting |
12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740 |
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56299xxxx8 |
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Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
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94967xxxx0 |
bra*@c*****.com |
3.7 |
3 |
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35 |
2 |
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Cherie A Jones - Financial Advisor, Ameriprise Financial Services |
12842 Valley View St Ste 104, Garden Grove, CA 92845 |
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71424xxxx0 |
cam**********@a***.com |
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Raymond James Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
71496xxxx0 |
aar************@r***********.com |
5 |
6 |
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17482 |
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18000 |
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Coast Capital |
3400 Irvine Ave Ste 205, Newport Beach, CA 92660 |
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94922xxxx2 |
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Gomberg McQuilkin Wealth Management Group |
701 S Parker St, Orange, CA 92868 |
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71449xxxx6 |
jod**@g**********************.com |
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Comprehensive Financial Services |
18101 Von Karman Ave, Irvine, CA 92612 |
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94955xxxx1 |
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Premium Capital Funding |
1905 E 17th St Ste 226, Santa Ana, CA 92705 |
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88884xxxx8 |
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Crossroads Planning |
765 City Dr S Ste 390 Orange, CA 92868 |
|
71479xxxx2 |
joh*******@c******************.com |
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4.9 |
123 |
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270 |
68 |
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American Capital Realty Group |
2912 Daimler St Santa Ana, CA 92705 |
|
94978xxxx7 |
ale***@a********************.com |
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1.3 |
11 |
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VantageOne |
4 Corporate Plaza Dr #210, Newport Beach, CA 92660 |
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94963xxxx0 |
use*@d*****.com |
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Sagent Wealth Magagement |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94935xxxx0 |
d.j***@p********************.com |
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121 |
16 |
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Royal Alliance Associates Inc |
485 E 17th St Ste 350, Costa Mesa, CA 92627 |
|
94954xxxx2 |
aba*****@r************.com |
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2988 |
27 |
3500 |
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Qtative |
100 Spectrum Center Dr, Irvine, CA 92618 |
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94929xxxx0 |
ehi*****@q******.com |
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Financial Strategies-Wealth Management Group |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71436xxxx4 |
bla******@f****.com |
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Leonid |
16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649 |
|
56254xxxx5 |
inf*@l************.io |
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Optima Asset Management Services Inc |
1600 Dove St Ste 480, Newport Beach, CA 92660 |
|
94985xxxx0 |
*nn*@o**********.com |
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Pacific Premier Bank |
17901 Von Karman Ave Ste 1200, Irvine, CA 92614 |
|
94947xxxx5 |
aag*******@p***.com |
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Oppenheimer |
620 Newport Center Dr Ste 1000, Newport Beach, CA 92660 |
|
94921xxxx0 |
ala***********@o***.com |
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610 |
164 |
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JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
|
56274xxxx1 |
ale***@j***********.net |
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County Records Research |
4952 Warner Ave Ste 105 Huntington Beach, CA 92649 |
|
80066xxxx7 |
cou*****@c********************.com |
3.7 |
3 |
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476 |
4 |
483 |
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Babson Capital Management Inc |
800 Newport Center Dr Ste 750, Newport Beach, CA 92660 |
|
94971xxxx0 |
aad*****@b************.com |
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Goldberg, Ben |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx6 |
rbc*********@r**.com |
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12830 |
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Alea Investments |
16882 Bolsa Chica St Huntington Beach, CA 92649 |
|
71488xxxx0 |
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Edward Jones - Financial Advisor: Phil Gironda |
2134 Main St Ste 195 Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
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87586 |
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100000 |
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TwinRock Partners |
180 Newport Center Dr, Newport Beach, CA 92660 |
|
94964xxxx0 |
ale*************@t***************.com |
2.6 |
5 |
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City National Bank - La Palma |
1 Centerpointe Dr Ste 110 La Palma, CA 90623 |
|
71422xxxx0 |
aks*********@c**.com |
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3.5 |
13 |
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5371 |
151 |
5900 |
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International Realty |
1100 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx0 |
inf*@i*****.com |
2.3 |
3 |
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Edward Jones - Financial Advisor: Bruce C Branstine |
2811 E Katella Ave Ste 200, Orange, CA 92867 |
|
71444xxxx8 |
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Cadence Capital Management |
610 Newport Center Dr Ste 1400, Newport Beach, CA 92660 |
|
94976xxxx0 |
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Securities America Inc |
18231 Irvine Blvd Ste 203, Tustin, CA 92780 |
|
71473xxxx0 |
aad********@s****************.com |
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Met West Capital |
610 Newport Center Dr Ste 450, Newport Beach, CA 92660 |
|
94971xxxx1 |
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Ameriprise Financial Advisors - Torres & Associates |
2600 Michelson Dr Ste 1460 Irvine, CA 92612 |
|
94925xxxx0 |
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4 |
2 |
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Marwit Capital |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94986xxxx6 |
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Integrated Capitol Management |
2082 Business Center Dr, Irvine, CA 92612 |
|
94947xxxx1 |
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Bentley Co |
13658 Red Hill Ave, Tustin, CA 92780 |
|
71431xxxx6 |
aar*********@b************.com |
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Todd Halbrook |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx2 |
add********@f************.com |
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Tarnutzer Companies |
1601 Dove St, Newport Beach, CA 92660 |
|
94995xxxx3 |
aca*******@k***.com |
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Raymond James Financial Services - Jeffrey Barrera |
4909 Lakewood Blvd Ste 505, Lakewood, CA 90712 |
|
56252xxxx0 |
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Edward Jones - Financial Advisor: Gregory Day |
307 Marine Ave Ste 8 Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
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5 |
1 |
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35 |
3 |
35 |
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Newport Asset Management |
21222 Fern Cir, Huntington Beach, CA 92646 |
|
71433xxxx7 |
bry***@n*********************.com |
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Morgan Stanley Wealth Management |
17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 |
|
71496xxxx3 |
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Ydk Investment Group |
140 W Anaheim St, Wilmington, CA 90744 |
|
31054xxxx7 |
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Budc Capitol Holdings |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
94947xxxx9 |
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Clean Power Advisors |
2320 San Joaquin Plz, Newport Beach, CA 92660 |
|
41579xxxx1 |
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Edward Jones - Financial Advisor: Josephine Palacios |
180 E Main St Ste 104, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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Emerald Wealth Management, Inc. |
5000 Birch Street, Suite 3000, Newport Beach, CA 92660 |
|
80022xxxx7 |
jan*****@e****************.com |
5 |
2 |
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Mission Pacific Land Company |
4100 Newport Pl Dr, Newport Beach, CA 92660 |
|
94933xxxx2 |
inf*@m*************.com |
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Noble Wealth Management |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
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88827xxxx8 |
aj@n********************.com |
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Qd Property Management & Investment |
1605 N Euclid St, Santa Ana, CA 92703 |
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71453xxxx2 |
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Coastal Realty Management |
2120 Main St Suite 130, Huntington Beach, CA 92648 |
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71440xxxx9 |
inf*@c****************.com |
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Spectrum Administration |
6802 Westminster Blvd Westminster, CA 92683 |
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71489xxxx0 |
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Tustin Centre Wealth Advisors |
1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705 |
|
71440xxxx1 |
abe*********@w*****************.com |
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Edward Jones - Financial Advisor: Bryan L Green |
17592 17th St Ste 110, Tustin, CA 92780 |
|
71454xxxx2 |
a.j*********@e**********.com |
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240 |
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Ameriprise Financial Advisors |
931 W 19th St Ste 22 Costa Mesa, CA 92627 |
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94965xxxx6 |
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N-PRO INVESTMENT |
8903 Research Dr, Irvine, CA 92618 |
|
94926xxxx4 |
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Thomas Seaman Co |
1 Park Plz, Irvine, CA 92614 |
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94922xxxx1 |
ali***@t***********.com |
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Proper Management |
3400 Irvine Ave Suite 110, Newport Beach, CA 92660 |
|
88867xxxx2 |
bea***@m************.com |
3.7 |
3 |
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Cfi |
30 Corporate Park, Irvine, CA 92606 |
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94929xxxx0 |
bet**@c*********************.com |
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Raymond James |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx2 |
aar************@r***********.com |
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17365 |
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18000 |
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Castillo Wolf Management |
4050 Katella Ave Ste 104, Los Alamitos, CA 90720 |
|
56249xxxx3 |
tom*********@l**.com |
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UBS Financial |
20 Pacifica, Irvine, CA 92618 |
|
94945xxxx0 |
acc***************@u**.com |
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Strategic Portfolio Advisors |
194 Marina Dr Ste 202 Long Beach, CA 90803 |
|
56243xxxx2 |
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Valley View Investment Corp |
17545 Monette Cir, Yorba Linda, CA 92886 |
|
71452xxxx8 |
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Becker Wealth Management |
19800 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
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Raymond James Financial Services |
1151 Dove St Ste 115, Newport Beach, CA 92660 |
|
94997xxxx5 |
aar************@r***********.com |
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17409 |
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18000 |
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Sapience Investments, LLC |
520 Newport Center Dr Ste 650, Newport Beach, CA 92660 |
|
94966xxxx1 |
inf*@s**********.com |
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Fell Capital Management Inc |
1001 Dove St, Newport Beach, CA 92660 |
|
94947xxxx6 |
cap******@a***********.com |
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136 |
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Pimco-Pacific Investment Management Company |
650 Newport Ctr Dr Newport Beach, CA 92660 |
|
94964xxxx1 |
aam***********@p****.com |
4.2 |
17 |
5 |
1 |
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Krona Financial Group |
1851 E 1st St Ste 900, Santa Ana, CA 92705 |
|
71483xxxx1 |
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Charter West Financial Mgmt |
4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 |
|
94947xxxx8 |
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Merrill Lynch Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
ale*********@m*.com |
3 |
2 |
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Annette Di Bello Kelly CPA CFP PC |
9870 Research Dr, Irvine, CA 92618 |
|
94971xxxx0 |
ann****@d*********.com |
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Financial Investors Group |
1432 Edinger Ave, Tustin, CA 92780 |
|
71450xxxx3 |
bri**@f*****.com |
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Pacific Asset Management |
840 Newport Center Dr 7th floor, Newport Beach, CA 92660 |
|
94921xxxx0 |
Ari*************@a***********.com |
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5369 |
|
5000 |
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Flagstar Bank |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94993xxxx9 |
a.d******@f*******.com |
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United Capital Financial |
620 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94999xxxx0 |
abd****************@u*******.com |
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Pacific Financial Planner |
27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656 |
|
94921xxxx2 |
inf*@p********.com |
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249 |
6 |
248 |
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Martin Investment Company |
1340 Ritchey St, Santa Ana, CA 92705 |
|
71456xxxx2 |
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James Barr - Raymond James |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71470xxxx5 |
ral**********@r***********.com |
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Edward Jones - Financial Advisor: Greg Prough |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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Jermaine Jamison - Branch Manager, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
dan***********@a***.com |
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Real Property Management OC Metro |
1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705 |
|
94961xxxx2 |
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Corporate Pointe Investments |
5 Corporate Park, Irvine, CA 92606 |
|
94944xxxx8 |
goc************@a**.com |
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Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
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Edward Jones - Financial Advisor: Daniel W Verdugo |
1838 N Tustin St, Orange, CA 92865 |
|
71428xxxx5 |
a.j*********@e**********.com |
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87359 |
|
99000 |
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Trustmark Bank |
3070 Bristol St Ste 340, Costa Mesa, CA 92626 |
|
71470xxxx0 |
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TNL Car Title Loans |
1661 N Raymond Ave Ste 270, Anaheim, CA 92801 |
|
65722xxxx2 |
3ce*************************************@w*****************.com |
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Jh Real Estate Partners Inc |
500 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx9 |
aly**************@j****.com |
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Kairos Investment Management Co LLC |
18101 Von Karman Ave #1100, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
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Cleanup Credit History |
1029 S Driftwood Dr Ste A Santa Ana, CA 92704 |
|
56267xxxx3 |
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Murdoch Morris LLP |
114 Pacifica Ste 320, Irvine, CA 92618 |
|
94950xxxx0 |
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Alpine Group |
3629 W MacArthur Blvd Ste 201 Santa Ana, CA 92704 |
|
71470xxxx5 |
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The David Lung Group - Morgan Stanley |
800 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94971xxxx0 |
acc**********@m************.com |
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Allen, Theresa |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx8 |
the**********@r**.com |
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|
12815 |
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Edward Jones - Financial Advisor: Tammy McKennon |
1501 Westcliff Dr Ste 307, Newport Beach, CA 92660 |
|
94961xxxx5 |
acc**********@e**********.com |
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|
87631 |
|
100000 |
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DFS Capital Management |
1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705 |
|
71450xxxx3 |
dch*****@d*******************.com |
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Rel Investment Co |
79 Bradbury, Newport Beach, CA 92660 |
|
94939xxxx0 |
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Managed Asset Protection Inc |
20301 SW Acacia St Ste 250, Newport Beach, CA 92660 |
|
94926xxxx0 |
dgi*******@m***********.com |
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Phoenix Investment Funds |
4000 MacArthur Blvd #550, Newport Beach, CA 92660 |
|
94938xxxx0 |
awe*******@c********.com |
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Fitzgerald, Dennis |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx8 |
den**************@r**.com |
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|
12830 |
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Drew J. McFarland |
3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94925xxxx3 |
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New Market Wealth Management |
695 Town Center Dr Ste 540, Costa Mesa, CA 92626 |
|
65790xxxx9 |
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Zeiger Capital Management Inc |
272 Electric Ave, Seal Beach, CA 90740 |
|
94975xxxx9 |
bso***@z*********.com |
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Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
ash**********@t**************.com |
4 |
4 |
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Robin Simon Insurance & Financial Specialist |
18732 Corby Ave Unit B Artesia, CA 90701 |
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32340xxxx5 |
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5 |
2 |
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Pacific Investment Management Company |
800 Newport Center Dr, Newport Beach, CA 92660 |
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94972xxxx0 |
aam***********@p****.com |
4.2 |
17 |
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Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
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94925xxxx0 |
dns*****@a***.com |
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Todd Halbrook - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
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94972xxxx1 |
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Keller Coad & Collins Investment Counsel Inc |
18300 Von Karman Ave Ste 600, Irvine, CA 92612 |
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94947xxxx0 |
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Morgan Stanley Wealth Management |
800 Newport Center Dr, Newport Beach, CA 92660 |
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94971xxxx0 |
aal*******@m************.com |
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113321 |
3094 |
131000 |
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Tabr Capital Management |
500 N State College Blvd Ste 1320, Orange, CA 92868 |
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71470xxxx0 |
bka*******@t***.net |
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ROTH Capital Partners |
888 San Clemente Dr #4, Newport Beach, CA 92660 |
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80067xxxx7 |
abe****@r***.com |
4 |
4 |
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Sidoxia Capital Management |
7451 Latigo Dr, Huntington Beach, CA 92648 |
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94925xxxx2 |
inf*@s******.com |
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Seamount Financial Group |
738 E Chapman Ave, Orange, CA 92866 |
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71451xxxx0 |
aar**@s****************.com |
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Pacific Investment Management Company |
650 Newport Center Dr, Newport Beach, CA 92660 |
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94972xxxx0 |
aam***********@p****.com |
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Eagle Four Partners |
1400 Newport Center Dr Suite 230, Newport Beach, CA 92660 |
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94925xxxx0 |
d.j@e****************.com |
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26 |
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Edward Jones - Financial Advisor: Michael A Martinez |
20422 Beach Blvd, Ste 110 Huntington Beach, CA 92648 |
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71453xxxx7 |
a.j*********@e**********.com |
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U.S. Bancorp Investments - Financial Advisors: Steve Best |
19900 Beach Blvd, Huntington Beach, CA 92648 |
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71496xxxx7 |
aar************@u*****.com |
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345669 |
5063 |
348000 |
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Anchor Investments |
660 W 6th St, San Pedro, CA 90731 |
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31083xxxx9 |
ach*******@a********.com |
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Fernandez Financial Advisory |
5212 Katella Ave, Los Alamitos, CA 90720 |
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56259xxxx4 |
dfe*******@f***********.com |
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Investlinc |
13655 S Harbor Blvd, Anaheim, CA 92801 |
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71468xxxx0 |
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City National Bank - Anaheim |
2401 East Katella Ave Ste 150 Anaheim, CA 92806 |
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71470xxxx0 |
ava********@c**.com |
4 |
9 |
3.5 |
13 |
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5371 |
151 |
5900 |
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Irvine Wealth Management |
9481 Irvine Center Dr, Irvine, CA 92618 |
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94922xxxx0 |
mat****@i*******.com |
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The Precision Companies |
7777 Center Ave Ste 450 Huntington Beach, CA 92647 |
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80081xxxx8 |
chr************@t**************.com |
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Rebel Asset Recovery |
1008 W Ave M-14 Ste A Palmdale, CA 93551 |
|
84449xxxx9 |
con****@p*************.org |
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Wealth Management Group |
3 Park Plz, Irvine, CA 92614 |
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94975xxxx7 |
adm**@b****************.com |
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558 |
6 |
652 |
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Edward Jones - Financial Advisor: A Michael Ciuffetelli |
4250 Barranca Pkwy Ste C, Irvine, CA 92604 |
|
94973xxxx2 |
a.j*********@e**********.com |
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40 |
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8 |
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8 |
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Leasco Investments |
2755 Bristol St Ste 140, Costa Mesa, CA 92626 |
|
71455xxxx0 |
acc*******@l*****.net |
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CFG Investments, Inc. |
17220 Newhope St #224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
acc*******@c*************.com |
2.5 |
26 |
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Wisdom Trading |
2043 Westcliff Dr Suite 207, Newport Beach, CA 92660 |
|
80085xxxx3 |
inf*@w************.com |
5 |
4 |
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Edward Jones |
12062 Valley View St Ste 118, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
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Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™ |
307 Marine Ave Ste 8, Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
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35 |
3 |
35 |
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Draper Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94981xxxx0 |
ant************@w*****************.com |
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Briteline Financial Service |
729 N Harbor Blvd, Fullerton, CA 92832 |
|
71452xxxx0 |
ran**@b**************.com |
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Otto, George |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx2 |
geo********@r**.com |
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Phoenix Real Estate Investment Corp |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx6 |
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Sage Point Financial |
23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653 |
|
94958xxxx8 |
dom****@a***********.com |
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2988 |
27 |
3500 |
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GW Financial, Inc. |
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626 |
|
85564xxxx9 |
con****@p*********.com |
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Inspired Financial |
5011 Argosy Ave, Huntington Beach, CA 92649 |
|
71497xxxx3 |
eda****@i****************.biz |
5 |
3 |
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146 |
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171 |
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City Wide Investment Group |
16601 Gothard St suite d, Huntington Beach, CA 92647 |
|
32340xxxx0 |
baf*****************************@s*****.wixpress |
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169 |
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Ward Mike |
931 W 19th St Apt 22, Costa Mesa, CA 92627 |
|
94965xxxx6 |
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Borland Wenters |
111 W Ocean Blvd, Long Beach, CA 90802 |
|
56228xxxx2 |
bor****@b************.com |
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Triple R Investment Group |
3364 E La Palma Ave, Anaheim, CA 92806 |
|
76023xxxx0 |
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John Stokes Financial |
2040 Main St Ste 570, Irvine, CA 92614 |
|
94947xxxx5 |
inf*@j******************.com |
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Edward Jones |
18426 Brookhurst St Ste 206 Fountain Valley, CA 92708 |
|
71496xxxx0 |
acc**********@e**********.com |
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87586 |
|
100000 |
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Starcare |
130 Newport Center Dr Ste 136, Newport Beach, CA 92660 |
|
94970xxxx0 |
bra****@s*******.net |
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Edward Jones - Financial Advisor: John P Wende |
180 E Main St Ste 104 Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
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5 |
1 |
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Rodriquez Wealth Management |
4340 Von Karman Ave, Newport Beach, CA 92660 |
|
94968xxxx0 |
cat**@r**********.com |
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Charla Kabana, Cfp |
2124 Main St Ste 140 Huntington Beach, CA 92648 |
|
71496xxxx0 |
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Abs Investment Group |
1176 Main St, Irvine, CA 92614 |
|
94947xxxx0 |
a.k***@k*****.com |
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M K C Investment Co |
11379 183rd St, Cerritos, CA 90703 |
|
56286xxxx1 |
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Principal Financial Group |
575 Anton Blvd Ste 900, Costa Mesa, CA 92626 |
|
65726xxxx0 |
aar*********@p********.com |
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Chatterton & Associates, The Wealth Management Team, Inc. |
3061 E La Palma Ave, Anaheim, CA 92806 |
|
71457xxxx0 |
ani***@c************.com |
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Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx9 |
dan***********@a***.com |
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131 |
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Peter Binaski - Raymond James |
1 Park Plz, Irvine, CA 92614 |
|
94922xxxx2 |
aar************@r***********.com |
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Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services |
1 Park Plz Ste 600, Irvine, CA 92614 |
|
94938xxxx6 |
dns*****@a***.com |
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Royal Alliance Associates Inc |
18100 Von Karman Ave, Irvine, CA 92612 |
|
94955xxxx0 |
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Stone Financial Services |
1561 E Orangethorpe Ave Ste 215 Fullerton, CA 92831 |
|
71444xxxx0 |
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5 |
1 |
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Merrill Lynch Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94995xxxx0 |
ale*********@m*.com |
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Assi Inc |
3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 |
|
94971xxxx0 |
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Providence Wealth Management Group - Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
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Morgan Stanley Wealth Management |
633 W 5th St, Long Beach, CA 90802 |
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21389xxxx0 |
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Edward Jones - Financial Advisor: Norm Cauntay |
3916 Atlantic Ave Long Beach, CA 90807 |
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56298xxxx2 |
a.j*********@e**********.com |
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5 |
3 |
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157 |
5 |
162 |
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Silver Platter Realty, Inc. |
California St, 7171 Warner Ave B330, Huntington Beach, CA 92647 |
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5 |
2 |
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Praetorian Advisors |
2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625 |
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94976xxxx0 |
esk******@p************.com |
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I M P Financial Services |
16505 Brookhurst St, Fountain Valley, CA 92708 |
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71496xxxx3 |
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Edward Jones - Financial Advisor: Gary A Springer |
15061 Springdale St Ste 106 Huntington Beach, CA 92649 |
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71489xxxx2 |
a.j*********@e**********.com |
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87586 |
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100000 |
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Servicers Direct |
2300 E Katella Ave, Anaheim, CA 92806 |
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88890xxxx4 |
2f5*************************************@w*****************.com |
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M&M Investments |
Fountain Valley, CA 92708 |
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71485xxxx7 |
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Umpqua Bank |
4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
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94962xxxx0 |
ari**************@u*********.com |
3.2 |
5 |
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4 |
1189 |
50651 |
669 |
49000 |
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Northgate Gonzalez Reynoso |
230 N Harbor Blvd Store 9, Santa Ana, CA 92703 |
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71426xxxx4 |
ac@n********.com |
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Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
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31040xxxx4 |
inf*@w***************.com |
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5 |
11 |
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Edward Jones - Financial Advisor: Mark R Steeber |
20422 Beach Blvd, Huntington Beach, CA 92648 |
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71453xxxx7 |
a.j*********@e**********.com |
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My Portfolio Guide |
3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740 |
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56279xxxx5 |
inf*@m***************.com |
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5 |
1 |
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418 |
37 |
410 |
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Merrill Lynch |
4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660 |
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94995xxxx0 |
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2.5 |
2 |
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Mutual of Omaha® Advisors - Irvine |
1 Park Plz Ste 720, Irvine, CA 92614 |
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94985xxxx9 |
ae.*******@m************.com |
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Montauk Triguard |
1400 Newport Center Dr suite 250, Newport Beach, CA 92660 |
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94939xxxx0 |
bsm***@t***************.com |
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Castillo Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
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56249xxxx3 |
tom*********@l**.com |
5 |
1 |
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Lucas Real Estate |
2901 West Coast Hwy Suite 200, Newport Beach, CA 92663 |
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94947xxxx3 |
cou*****@l****************.com |
4.8 |
26 |
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385 |
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402 |
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Morgan Stanley Wealth Management |
2677 N Main St, Santa Ana, CA 92705 |
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71483xxxx1 |
bri**@m**********************.com |
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Gene Heino |
2552 Walnut Ave Ste 140 Tustin, CA 92780 |
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80096xxxx4 |
g*n*@k****.com |
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4.3 |
6 |
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Titan Financial |
16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649 |
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71484xxxx3 |
ant*********@t*************.net |
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Richmond, Brian |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
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56279xxxx7 |
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The Bailey Group |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
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56279xxxx4 |
dou********@r**.com |
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67 |
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Gregg Perrah |
Newport Beach, CA 92660 |
|
94983xxxx3 |
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RBC Wealth Management |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx2 |
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Charles Schwab |
2825 Main St Irvine, CA 92614 |
|
94995xxxx9 |
bil******@s*****.com |
4.5 |
10 |
2.8 |
21 |
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647170 |
159 |
661000 |
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Edward Jones - Financial Advisor: Mark Tigchelaar |
444 W Ocean Blvd Ste 1416, Long Beach, CA 90802 |
|
56233xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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55 |
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76 |
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AllView Real Estate |
1501 Westcliff Dr Suite 270, Newport Beach, CA 92660 |
|
94940xxxx5 |
hel**@a****************.com |
4.5 |
114 |
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4.6 |
12 |
170 |
10 |
183 |
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Leaverton Group |
4055 E La Palma Ave, Anaheim, CA 92807 |
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71463xxxx2 |
cer***@c*******.com |
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Windjammer Capital Investments |
610 Newport Center Dr, Newport Beach, CA 92660 |
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94972xxxx4 |
afa****@w****************.com |
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Urban Properties |
7911 Lowtide Cir Huntington Beach, CA 92648 |
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71484xxxx2 |
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Perricone Investments |
Serving theHuntington Beach Area |
|
94970xxxx0 |
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Edward Jones - Financial Advisor: Blaise T Wethern |
3916 Atlantic Ave, Long Beach, CA 90807 |
|
56298xxxx2 |
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American Strategic Capital Inc |
4281 Katella Ave Ste 105, Los Alamitos, CA 90720 |
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71452xxxx3 |
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Edelman Financial Engines |
3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740 |
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83375xxxx3 |
aar**@e**********************.com |
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18469 |
19 |
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Savino Tax & Investment Advisory Group |
4060 Campus Drive, Suite #220, Newport Beach, CA 92660 |
|
94974xxxx0 |
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The Arc Group |
1633 Monrovia Ave Costa Mesa, CA 92627 |
|
94976xxxx7 |
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Palo Capital |
31 Ocean Heights Dr, Newport Coast, CA 92657 |
|
94971xxxx6 |
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Gates Group Wealth Management |
18800 Delaware St, Huntington Beach, CA 92648 |
|
71470xxxx5 |
mic**********@l**.com |
5 |
1 |
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Buckingham Asset Management |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
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Canterbury Consulting |
660 Newport Center Dr Ste 300, Newport Beach, CA 92660 |
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94972xxxx0 |
aam****@c*******************.com |
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Edward Jones - Financial Advisor: Chris Arnaldo |
7755 Center Ave Ste 1010 Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
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312 |
6 |
325 |
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Management Services |
638 Alamitos Ave, Long Beach, CA 90802 |
|
56243xxxx9 |
bho**@m********.com |
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219 |
5 |
228 |
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Dean Investment Inc |
9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 |
|
71463xxxx0 |
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Tim Bockhold - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
wms**********@r**.com |
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14743 |
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16000 |
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Jeff Labarthe - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx2 |
rbc*********@r**.com |
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R S Crum Inc |
4 Upper Newport Plz Ste 201, Newport Beach, CA 92660 |
|
94942xxxx6 |
car**@r*****.com |
5 |
4 |
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Nuveen Securities |
1 Park Plz, Irvine, CA 92614 |
|
94944xxxx0 |
abc*******@n*****.com |
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South Coast Investment Advisors |
4041 MacArthur Blvd # 240, Newport Beach, CA 92660 |
|
87792xxxx2 |
chr**@s***************.com |
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79 |
3 |
79 |
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Mig Management |
660 Newport Center Dr, Newport Beach, CA 92660 |
|
94947xxxx0 |
aco***@m*****.com |
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Tax Smart Investing & Planning |
9870 Research Dr, Irvine, CA 92618 |
|
71451xxxx8 |
gsi*****@t****************.org |
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71 |
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Edward Jones - Financial Advisor: Victor D Bell |
7755 Center Ave Ste 1010 Huntington Beach, CA 92647 |
|
65740xxxx5 |
acc**********@e**********.com |
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|
87586 |
|
100000 |
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Westmont Investments |
130 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx7 |
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Trilogy Financial Services |
17011 Beach Blvd #101, Huntington Beach, CA 92647 |
|
71484xxxx7 |
a@t********.com |
2.3 |
3 |
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Impact Wealth Management |
300 Spectrum Center Dr Ste 845, Irvine, CA 92618 |
|
94950xxxx2 |
ada*********@w*****************.com |
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Frontier Investments |
3366 Via Lido, Newport Beach, CA 92663 |
|
94972xxxx0 |
cro*************@f*****.com |
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3 |
2 |
5 |
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Beacon Pointe Advisors |
24 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
abh*****@b*********.com |
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228 |
36 |
234 |
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Pathway Financial Management |
12661 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx0 |
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Spectrum Capital Investment Group Inc |
9911 Irvine Center Dr Ste 100, Irvine, CA 92618 |
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94978xxxx9 |
ben@s********************.com |
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Knightsbridge Wealth Management |
450 Newport Center Dr Ste 630 Newport Beach, CA 92660 |
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94964xxxx4 |
bmc*******@k*******.com |
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5 |
1 |
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Gregory Advisors Inc., Empowering your life through wealth management |
7755 Center Ave #1100, Huntington Beach, CA 92647 |
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71437xxxx9 |
inf*@g*****************.com |
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12 |
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Theresa Allen - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
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94972xxxx8 |
rbc*********@r**.com |
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Benchmark Wealth Management |
2300 E Katella Ave Ste 400, Anaheim, CA 92806 |
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71463xxxx3 |
ben******@l**.com |
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Mercer Advisors |
620 Newport Center Dr Ste 1030 Newport Beach, CA 92660 |
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80039xxxx4 |
adv***@m*************.com |
3.7 |
3 |
5 |
1 |
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2837 |
28 |
2900 |
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Sheffield & Sutton Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
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94971xxxx8 |
abc***@u**.com |
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Concord Investment Council |
9259 Research Dr, Irvine, CA 92618 |
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94985xxxx0 |
inf*@m*********************.com |
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52 |
2 |
53 |
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RCP Advisors |
1111 Bayside Dr suite 270 suite 270, Corona Del Mar, CA 92625 |
|
94933xxxx0 |
rcp@r**********.com |
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B W & Associates Inc |
3111 N Tustin St Ste 215, Orange, CA 92865 |
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71499xxxx7 |
bon***@b*****************.com |
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Postoptionfx |
401 E Ocean Blvd, Long Beach, CA 90802 |
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76060xxxx2 |
pos**********@g****.com |
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Montagna & Associates |
1101 Dove St Ste 190 Newport Beach, CA 92660 |
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94983xxxx1 |
ast***@m**********.com |
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5 |
1 |
5 |
13 |
426 |
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436 |
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IMP Financial Services |
18030 Brookhurst St Ste 593 Fountain Valley, CA 92708 |
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71496xxxx3 |
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Edelman Financial Engines |
600 Anton Blvd Ste 1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18469 |
19 |
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Prudential Funding Partners |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71492xxxx7 |
inf*@p*********.com |
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Edward Jones - Financial Advisor: Zachary T Alario, CFP® |
250 Newport Center Dr Ste 206, Newport Beach, CA 92660 |
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94964xxxx0 |
a.j*********@e**********.com |
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143 |
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Anchor Capital Management Group |
15 Enterprise Ste 450, Aliso Viejo, CA 92656 |
|
80029xxxx3 |
den***@a*************.com |
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Pacific Southwest Financial |
4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660 |
|
94929xxxx1 |
ada********@c***************.com |
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Raymond James Financial Services |
2701 W Coast Hwy, Newport Beach, CA 92663 |
|
94963xxxx2 |
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American Liberty |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94962xxxx8 |
aar**@a**************.com |
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922714 |
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79 |
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South Coast Wealth Management |
43 Corporate Park Ste 201, Irvine, CA 92606 |
|
94974xxxx1 |
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Belcourt Investments Inc |
513 30th St, Newport Beach, CA 92663 |
|
94972xxxx0 |
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Remeo Realty |
2130 Main St Ste 210, Huntington Beach, CA 92648 |
|
71437xxxx6 |
*ld*@r**********.com |
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5 |
7 |
811 |
3 |
830 |
5 |
3 |
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Citivest Inc |
4340 Von Karman Ave Ste 110, Newport Beach, CA 92660 |
|
94947xxxx0 |
ama******@c**********.com |
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182 |
2 |
186 |
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Edward Jones - Financial Advisor: Imran Lakhany |
6 Centerpointe Dr Ste 780, La Palma, CA 90623 |
|
71499xxxx5 |
acc**********@e**********.com |
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87384 |
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100000 |
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Victoria Barbisan - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx2 |
dns*****@a***.com |
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58 |
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58 |
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Petra Chien |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx9 |
acc************@f************.com |
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Gary Lutwen - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
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RBC Wealth Management Branch - Newport Beach |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
rbc*********@r**.com |
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Morgan Stanley Wealth Management |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94964xxxx2 |
inf**@m**********************.com |
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Elevated Wealth Advisory Group - Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
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163 |
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Scalco Financial |
207 East Broadway Unit 201 Long Beach, CA 90802 |
|
56243xxxx0 |
mar**@s**************.com |
5 |
10 |
5 |
12 |
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Spahr Financial Group |
18682 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
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Conrad Management Corp |
151 Kalmus Dr, Costa Mesa, CA 92626 |
|
94958xxxx0 |
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Thompson, David |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx4 |
dav*************@r**.com |
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54 |
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Integrity Wealth Management |
3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660 |
|
94995xxxx8 |
inq******@i***********.com |
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Fitzgerald, Dennis |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
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Jennett David J |
2222 Martin Ste 250, Irvine, CA 92612 |
|
94983xxxx6 |
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Brian Wilverding - Associate Manager, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
85853xxxx1 |
ado********@a***.com |
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Seamount Financial Group, Inc. |
738 E Chapman Ave Orange, CA 92866 |
|
80075xxxx6 |
aar**@s****************.com |
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David Pearl - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx6 |
dav**********@a***.com |
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136 |
3 |
136 |
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Raymond James |
660 Newport Center Dr Ste 570, Newport Beach, CA 92660 |
|
94964xxxx0 |
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Securities America |
23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630 |
|
94985xxxx1 |
aad********@s****************.com |
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SNR VENTURES INC |
14271 Jeffrey Rd, Irvine, CA 92620 |
|
94924xxxx1 |
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Newport Assets Inc |
14 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94975xxxx3 |
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Geske David T |
4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 |
|
94975xxxx7 |
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Onitus Capital |
3857 Birch St Ste 5059 Newport Beach, CA 92660 |
|
86091xxxx4 |
kso***@o************.com |
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5 |
1 |
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59 |
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132 |
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Mountain Bishop & Associates |
100 W Broadway Ste 660, Long Beach, CA 90802 |
|
56243xxxx4 |
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Morgan Stanley Wealth Management |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx0 |
acm***********@m************.com |
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Pariax Private Wealth Management |
500 Newport Center Dr # 625, Newport Beach, CA 92660 |
|
88872xxxx7 |
inf*@p*****.com |
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WM Investment Company |
120 Danbury Ln, Irvine, CA 92618 |
|
94926xxxx5 |
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Pinnacle Realty & Investment |
18500 Von Karman Ave Ste 540, Irvine, CA 92612 |
|
94922xxxx9 |
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Edward Jones - Financial Advisor: Chelsea M Peterson |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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73 |
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74 |
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My Future Plan |
3401 W Sunflower Ave Ste 100 Santa Ana, CA 92704 |
|
94977xxxx4 |
eli**************@g****.com |
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Main Management Company |
18700 Main St, Huntington Beach, CA 92648 |
|
71491xxxx0 |
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PIMCO |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
abc***@p****.com |
4.2 |
17 |
|
|
4.8 |
108 |
13399 |
586 |
14000 |
|
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Silver Lake Investments |
1303 Avocado Ave, Newport Beach, CA 92660 |
|
94970xxxx4 |
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Banta Asset Management LP |
517 30th St, Newport Beach, CA 92663 |
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94967xxxx4 |
inf*@b*******************.com |
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Sagent Capital |
4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660 |
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94975xxxx7 |
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Merrill Lynch Wealth Management |
111 W Ocean Blvd Ste 1360, Long Beach, CA 90802 |
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56249xxxx0 |
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Concord Investment Council |
2020 Main St Ste 300, Irvine, CA 92614 |
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94985xxxx0 |
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Belwood Investments |
438 Main St Suite# 210, Huntington Beach, CA 92648 |
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83382xxxx6 |
bo@b*****************.com |
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5 |
88 |
2182 |
138 |
2400 |
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Kava Ventures |
12842 Newport Ave Apt 9, Tustin, CA 92780 |
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71486xxxx5 |
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Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
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94966xxxx3 |
dns*****@a***.com |
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MSN Investment Group |
3141 Michelson Dr UNIT 808, Irvine, CA 92612 |
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76050xxxx2 |
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Louis Arlow - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
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94925xxxx0 |
dns*****@a***.com |
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Michael W Jowdy, LPL Financial Services |
7777 Ctr Ave Ste 120 Huntington Beach, CA 92647 |
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71489xxxx0 |
ali*********@l**.com |
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5 |
1 |
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Richland Investment |
4100 Newport Place Dr Ste 800, Newport Beach, CA 92660 |
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94926xxxx0 |
ann*****@r******************.com |
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Bridgeport Investment Co |
14841 Yorba St Ste 205, Tustin, CA 92780 |
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71450xxxx5 |
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Financial Growth Management |
17871 Santiago Blvd Ste 224, Villa Park, CA 92861 |
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71424xxxx0 |
hel**@f**********.com |
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Epic Financial Management |
16787 beach blvd#150, Huntington Beach, CA 92647 |
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71464xxxx7 |
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Aaron D Jett |
Huntington Beach, CA 92649 |
|
94940xxxx3 |
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T J Team Investment Co |
3544 E Woodbine Rd, Orange, CA 92867 |
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71499xxxx2 |
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O'connor & Company Securities |
2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 |
|
94976xxxx0 |
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Stewardship Wealth Management Solutions |
101 Main St #200, Huntington Beach, CA 92648 |
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71445xxxx5 |
inf*@s*************.com |
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Stumpo Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
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Bragg Investment Company Inc |
2925 Seaboard Ln, Long Beach, CA 90805 |
|
56263xxxx0 |
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Capital Group Companies |
6470 Oak Cyn, Irvine, CA 92618 |
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94997xxxx0 |
afi*******@a************.com |
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170465 |
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South Coast Investment Advisors |
5140 Birch St, Newport Beach, CA 92660 |
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94982xxxx5 |
ale*******@a*****************.com |
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Diligent Financial Group |
20241 SW Birch St Ste 100, Newport Beach, CA 92660 |
|
94946xxxx7 |
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Edward Jones - Financial Advisor: Jonathan Lien |
16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618 |
|
94975xxxx7 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Southern California Coins |
640 El Camino Real Tustin, CA 92780 |
|
65724xxxx4 |
d_j@d**********************.business |
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4.5 |
26 |
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Fbr And Company |
18101 Von Karman Ave, Irvine, CA 92612 |
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94947xxxx0 |
aal*****@f**.com |
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Olivieri David Cfp |
23201 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94958xxxx9 |
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Laguna Wealth Advisors, LLC |
120 Vantis Dr Ste 300, Aliso Viejo, CA 92656 |
|
94946xxxx6 |
inf*@l***********.com |
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Edward Jones - Financial Advisor: Tim Yost |
3700 Newport Boulevard Ste 104 Newport Beach, CA 92663 |
|
94964xxxx6 |
acc**********@e**********.com |
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5 |
1 |
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87605 |
|
100000 |
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Thomas Seaman Co |
3 Park Plz Ste 550, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
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5 |
1 |
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Laynie Johnson - Financial Advisor, Ameriprise Financial Services |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
94943xxxx9 |
dns*****@a***.com |
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320 |
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356 |
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Sierra Investment Group |
550 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx4 |
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Francis Wade |
200 Pine Ave Ste 260, Long Beach, CA 90802 |
|
56249xxxx0 |
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Crown Wealth Management Inc |
17011 Beach Blvd Ste 680, Huntington Beach, CA 92647 |
|
71496xxxx0 |
aka**@c******.com |
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Westshore Wealth |
4041 Macarthur Blvd, Newport Beach, CA 92660 |
|
94982xxxx5 |
ami****@w**************.com |
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32 |
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Dennis Fitzgerald - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
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14721 |
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16000 |
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LTT Financial & Insurance Services |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56225xxxx0 |
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RYKAT Financial |
5520 E 2nd St Ste E Long Beach, CA 90803 |
|
56220xxxx9 |
jun*@r*************.com |
5 |
2 |
5 |
9 |
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Joshua S Wyper - Wyper Wealth Management |
17671 Irvine Blvd Ste 115 Tustin, CA 92780 |
|
71479xxxx1 |
jos***@w********************.com |
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5 |
1 |
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Reed Investment Co |
1300 Bristol St N Ste N, Newport Beach, CA 92660 |
|
94985xxxx9 |
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Edward Jones - Financial Advisor: Jonathan Lien |
23101 Lake Center Dr Ste 340, Lake Forest, CA 92630 |
|
94969xxxx3 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Regal Wealth Group |
12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740 |
|
56279xxxx9 |
ama****@r***************.com |
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Edward Jones Investments |
45 Tulare Dr, Aliso Viejo, CA 92656 |
|
94933xxxx2 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Cosgrove Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94946xxxx3 |
abc***@u**.com |
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Fisher Investments |
20 Pacifica Ste 630, Irvine, CA 92618 |
|
94977xxxx0 |
a.b*******@f*.com |
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161290 |
609 |
158000 |
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Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ |
5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
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61 |
5 |
63 |
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Ryan Bockhold - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx2 |
rbc*********@r**.com |
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14743 |
|
16000 |
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Circle Vision |
1006 Segovia Cir, Placentia, CA 92870 |
|
71463xxxx9 |
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Stewart, Maddy, AGT |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx7 |
dav*************@r**.com |
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54 |
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Pacific Coast Invesments And Management |
18552 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx0 |
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Edward Jones Investments |
15061 Springdale St Ste 106, Huntington Beach, CA 92649 |
|
71489xxxx2 |
acc**********@e**********.com |
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11 |
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Belle Investment Corporation |
1752 Langley Ave, Irvine, CA 92614 |
|
94986xxxx3 |
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Branch Investment Group |
20151 SW Birch St STE 220, Newport Beach, CA 92660 |
|
94968xxxx0 |
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Pacific Investment Research |
942 E Chapman Ave, Orange, CA 92866 |
|
71473xxxx8 |
chi**@p************************.com |
5 |
1 |
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5 |
5 |
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507 |
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L&M Coastal Property Management |
1810 Newport Blvd # C, Costa Mesa, CA 92627 |
|
94964xxxx9 |
lmc********@g****.com |
4.4 |
15 |
|
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222 |
|
223 |
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Shaver Investment Corp. |
4142 Pine Ave, Long Beach, CA 90807 |
|
56242xxxx4 |
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Equity Star |
620 Newport Center Dr Fl 11th, Newport Beach, CA 92660 |
|
94949xxxx0 |
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Morgan Stanley Wealth Management |
302 Glenneyre St, Laguna Beach, CA 92651 |
|
94946xxxx0 |
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Greenwich Capital Markets |
19200 Von Karman Ave Ste 950, Irvine, CA 92612 |
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94993xxxx0 |
as@g*******************.com |
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Nationwide Business Credit |
2082 Business Center Dr, Irvine, CA 92612 |
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94975xxxx5 |
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Edward Jones - Financial Advisor: Wesley J. Cummings |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
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71494xxxx3 |
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L Squared Capital |
3434 Via Lido Ste 300, Newport Beach, CA 92663 |
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94939xxxx8 |
aki****@l**********.com |
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Financial Resources Group |
660 Newport Center Dr UNIT 700, Newport Beach, CA 92660 |
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94995xxxx5 |
inf*@f********************.com |
5 |
8 |
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Morgan Stanley |
6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803 |
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56290xxxx3 |
acc**********@m************.com |
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Buchanan Street Partners |
620 Newport Center Dr, Newport Beach, CA 92660 |
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94972xxxx5 |
ade****@b*************.com |
3.3 |
3 |
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Securities America INC |
2619 E Palmyra Ave, Orange, CA 92869 |
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71499xxxx6 |
aar********@s****************.com |
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Peters, Michael T, CPA |
1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705 |
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71454xxxx0 |
a.j****@r******.com |
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140 |
8 |
205 |
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Edward Jones - Financial Advisor: Nasar Aboubakare |
5952 Warner Ave, Huntington Beach, CA 92649 |
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71484xxxx8 |
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Balboa Financial |
1024 Bayside Dr #234, Newport Beach, CA 92660 |
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94942xxxx0 |
bac***@b**************.com |
1 |
7 |
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2 |
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Schindler Investment Group |
17284 Newhope St Fountain Valley, CA 92708 |
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80052xxxx3 |
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K Investment Co. |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
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94994xxxx5 |
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Hout Financial |
20250 SW Acacia St Suite 150, Newport Beach, CA 92660 |
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94927xxxx1 |
c18*****************************@s*****.wixpress |
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Freedom Investment Corp |
770 N Tustin St, Orange, CA 92867 |
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71460xxxx2 |
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Wilmington Trust |
650 Town Center Dr, Costa Mesa, CA 92626 |
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31030xxxx0 |
aam****@w**************.com |
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Edward Jones |
2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 |
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71454xxxx2 |
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Edward Jones - Financial Advisor: Hooman Karbasion, CFP® |
25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653 |
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94972xxxx8 |
a.j*********@e**********.com |
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Greg Cancino - Raymond James Financial Services |
485 E 17th St Ste 300 Costa Mesa, CA 92626 |
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71454xxxx1 |
aar**********@r***********.com |
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5 |
1 |
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17482 |
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18000 |
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HAUS GROUP |
110 Newport Center Dr Ste 200, Newport Beach, CA 92660 |
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94973xxxx1 |
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Tauras Capital Group |
19800 Macarthur Blvd, Irvine, CA 92612 |
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94965xxxx4 |
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NWM GROUP- Newport Wealth Management Group |
17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 |
|
94990xxxx1 |
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5 |
1 |
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Edward Jones - Financial Advisor: Lee Norton |
17822 17th St Ste 405 Tustin, CA 92780 |
|
71483xxxx6 |
acc**********@e**********.com |
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4.4 |
7 |
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148 |
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Vasco Assets |
2024 Quail St, Newport Beach, CA 92660 |
|
94967xxxx0 |
ari@v**********.com |
5 |
79 |
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Great Far East |
7700 Irvine Center Dr, Irvine, CA 92618 |
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94958xxxx9 |
c18*****************************@s*****.wixpress |
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Nuveen Investments |
Newport Beach, CA 92660 |
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94976xxxx4 |
aar*************@n*****.com |
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1816 |
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2000 |
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Oppenheimer & Co. Inc. |
620 Newport Center Dr # 1000, Newport Beach, CA 92660 |
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94921xxxx0 |
aal****@o**********.com |
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4.5 |
23 |
630 |
165 |
726 |
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Van Dyke Inc Investment & Wealth Management |
18377 Beach Blvd Ste 326, Huntington Beach, CA 92648 |
|
71437xxxx0 |
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Tom Sciara’s Financial Planning & Business Solutions |
Irvine, CA 92604 |
|
92587xxxx6 |
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5 |
2 |
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Bockhold Investment Group |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
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94972xxxx1 |
wms**********@r**.com |
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14743 |
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16000 |
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Fineberg Financial Management |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
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56244xxxx8 |
hel**@f****************.com |
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Pacific Asset Management |
840 Newport Center Dr Ste 700, Newport Beach, CA 92660 |
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94921xxxx0 |
Ari*************@a***********.com |
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Barouti Financial Services |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94985xxxx5 |
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Interpacific Asset Management |
5505 Garden Grove Blvd Ste 150, Westminster, CA 92683 |
|
71489xxxx4 |
aod******@i***************.com |
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Nuvest Ventures LLC |
660 Newport Center Dr UNIT 700, Newport Beach, CA 92660 |
|
94943xxxx5 |
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JST Investment Consulting, Inc. |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56299xxxx8 |
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Hendries Wealth Management |
7777 Center Ave Ste 120, Huntington Beach, CA 92647 |
|
71479xxxx4 |
pri****************@n***********.net |
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Edward Jones - Rick Mielke |
8955 Atlanta Ave Huntington Beach, CA 92646 |
|
71453xxxx7 |
a.j*********@e**********.com |
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87586 |
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100000 |
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Crystal Cove Advisors Inc |
1101 Dove St Ste 120, Newport Beach, CA 92660 |
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94938xxxx0 |
abu**@d*****************.com |
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Bablot Investments |
1733 Monrovia Ave Ste V Costa Mesa, CA 92627 |
|
94957xxxx2 |
man*******@b****************.com |
3.7 |
3 |
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Umpqua Bank Home Lending |
4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94987xxxx2 |
aar*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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Everguard.ai |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
87721xxxx7 |
car****@e********.ai |
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132 |
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Zeiger Capital Management Inc |
2192 Martin Ste 145, Irvine, CA 92612 |
|
94975xxxx9 |
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KPP Financial |
18575 Jamboree Rd Ste 600 Irvine, CA 92629 |
|
80055xxxx1 |
ary**@k***********.com |
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4 |
4 |
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Stewardship Wealth Management Solutions |
101 Main St Ste 220 Huntington Beach, CA 92648 |
|
71445xxxx5 |
inf*@s*************.com |
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Edward Jones - Financial Advisor: Daniel W Verdugo |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71446xxxx6 |
a.j*********@e**********.com |
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30 |
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Edward Jones - Financial Advisor: Ryan T Omoto |
19900 Beach Blvd, Ste I Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
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114 |
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Faris Lee Investments |
18301 Von Karman Ave Ste 800 Irvine, CA 92612 |
|
94922xxxx0 |
asa*****@f*******.com |
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2.5 |
2 |
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GTMC Consulting Services |
17280 Newhope St Ste 14 Fountain Valley, CA 92708 |
|
71488xxxx8 |
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Karam Wealth Advisors |
7755 Center Ave 11th floor, Huntington Beach, CA 92647 |
|
94939xxxx0 |
dom@k**********.com |
5 |
6 |
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Mariner |
West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660 |
|
85734xxxx8 |
aar********@m********************.com |
5 |
1 |
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Flagstar Bank |
19700 Fairchild Ste 146, Irvine, CA 92612 |
|
94985xxxx0 |
a.d******@f*******.com |
1.5 |
2 |
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Edward Jones - Financial Advisor: Eric W Connella, AAMS™ |
23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653 |
|
94946xxxx4 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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Cruttenden Partners |
4600 Campus Dr Ste 110, Newport Beach, CA 92660 |
|
94939xxxx0 |
cor**@c*****************.com |
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Black Marlin Commercial Real Estate |
2816 Newport Blvd, Newport Beach, CA 92663 |
|
94925xxxx6 |
4c6*************************************@w*****************.com |
|
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23 |
21 |
25 |
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Edward Jones - Financial Advisor: Denyse Jennings |
7755 Center Ave Ste 1010 Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
|
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Flinn West |
129 Cabrillo St Suite 202, Costa Mesa, CA 92627 |
|
94972xxxx1 |
|
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Signature Resources |
19900 Macarthur Blvd, Irvine, CA 92612 |
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94993xxxx0 |
ahj***@f*************.com |
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New York Life |
15440 Beach Blvd Ste 126 Westminster, CA 92683 |
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71489xxxx9 |
aak***********@n**********.com |
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4.5 |
2 |
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Securities America Inc |
4000 Westerly Pl Ste 245, Newport Beach, CA 92660 |
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94947xxxx6 |
aad********@s****************.com |
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Tryon Company |
18022 Cowan Ste 200B, Irvine, CA 92614 |
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94933xxxx9 |
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Redwoods Capital |
8907 Warner Ave Ste 107 Huntington Beach, CA 92647 |
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70287xxxx5 |
inf*@r*********.com |
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197 |
12 |
212 |
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Core Capital Management |
9121 Atlanta Ave, Huntington Beach, CA 92646-6309 |
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87731xxxx3 |
cor*************@c*************.com |
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The Excalibur Company |
17011 Beach Blvd Ste 900, Huntington Beach, CA |
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88883xxxx6 |
mel******@m**.com |
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Andrew Quillope - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
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56298xxxx7 |
and**************@a***.com |
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Weaver Consulting Group |
101 Main St Ste 220, Huntington Beach, CA 92648 |
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71453xxxx5 |
ami*@w********************.com |
5 |
36 |
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LoCali Management Group |
1109 Victoria St ste c, Costa Mesa, CA 92627 |
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71474xxxx4 |
jai**@l***********.com |
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Hollencrest Securities |
100 Bayview Cir Ste 500, Newport Beach, CA 92660 |
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94982xxxx0 |
ac@h**********.com |
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Independent Capital Management |
17011 Beach Blvd Ste 650, Huntington Beach, CA 92647 |
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71484xxxx7 |
gil@i*****.net |
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571 |
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622 |
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Aviation Capital Group |
Serving theHuntington Beach Area |
|
94921xxxx0 |
860*************************************@w*****************.com |
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Mercer Advisors Wealth Management |
620 Newport Center Dr #1030, Newport Beach, CA 92660 |
|
80039xxxx4 |
aar********@m*************.com |
3.7 |
3 |
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IWM Partners |
3 Park Plz Ste 1490 Irvine, CA 92614 |
|
71479xxxx1 |
ahe*******@i**********.com |
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5 |
5 |
3 |
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Kelly Doyle - Ameriprise Financial Services |
3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806 |
|
56271xxxx3 |
dns*****@a***.com |
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5 |
1 |
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McLachlan Investment Co |
1936 E Deere Ave, Santa Ana, CA 92705 |
|
94983xxxx0 |
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RiskPro |
2077 West Coast Hwy Suite A, Newport Beach, CA 92663 |
|
94920xxxx4 |
env********@r*************.com |
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AB Capital |
15 Corporate Plaza Dr #200, Newport Beach, CA 92660 |
|
80097xxxx9 |
joh*@t*************.com |
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Morgan Stanley Wealth Management |
5000 Birch St, Newport Beach, CA 92660 |
|
71475xxxx1 |
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Brenen Capital Management Group |
1601 Dove St Ste 291, Newport Beach, CA 92660 |
|
80058xxxx6 |
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Michael Investment Co |
17702 Mitchell N, Irvine, CA 92614 |
|
94995xxxx0 |
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Trilogy Financial Services |
17011 Beach Blvd Ste 800, Huntington Beach, CA 92647 |
|
71484xxxx7 |
aar**********@t********.com |
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4143 |
|
4100 |
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James Sams - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx9 |
dan***********@a***.com |
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Harbor Island Group - Morgan Stanley |
800 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94971xxxx1 |
acc**********@m************.com |
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Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ |
3780 Kilroy Airport Way Ste 810, Long Beach, CA 90806 |
|
56298xxxx2 |
a.j*********@e**********.com |
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157 |
5 |
162 |
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Orange Management Co |
1352 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx0 |
aal********@o*********.com |
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Prudential California Realty |
Abigail De Ruyter, Huntington Beach, CA 92646 |
|
71490xxxx4 |
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Edward Jones - Financial Advisor: Zubeen Tukina |
3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740 |
|
90954xxxx8 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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Morgan Stanley |
302 Glenneyre St, Laguna Beach, CA 92651 |
|
94946xxxx0 |
aar***********@m***********************.com |
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Randall Instruments Inc |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx9 |
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Newport Beach Securities Inc |
18872 Macarthur Blvd Ste 100, Irvine, CA 92612 |
|
94933xxxx0 |
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DAIM |
120 Newport Center Dr, Newport Beach, CA 92660 |
|
94929xxxx2 |
hq@d***.io |
5 |
3 |
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Travis Combe - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dan***********@a***.com |
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66 |
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Optium Capital |
620 Newport Center Dr #670, Newport Beach, CA 92660 |
|
94922xxxx6 |
ape**@o************.com |
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Richmond, Brian |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx7 |
rbc*********@r**.com |
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|
12830 |
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Morgan Stanley Wealth Management |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
aar***********@m***********************.com |
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Schultz, Robert |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx5 |
wms**********@r**.com |
|
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12815 |
|
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Annie Naghavi Financial Services |
Huntington Beach, CA 92648 |
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Ameriprise Financial Advisors |
8212 Wildwood Dr Huntington Beach, CA 92646 |
|
71453xxxx2 |
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|
Orange County Property Management, Inc |
16742 Gothard St UNIT 117, Huntington Beach, CA 92647 |
|
71484xxxx0 |
inf*@o*****.com |
4.5 |
384 |
|
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Lion Properties |
19671 Beach Blvd Suite 202, Huntington Beach, CA 92648 |
|
71437xxxx8 |
adi*@l*************.com |
3.3 |
10 |
|
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65 |
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Spencer Wilson Financial Management Services |
5824 E Naples Plz Unit 1, Long Beach, CA 90803 |
|
56243xxxx3 |
hel*@c***************.com |
|
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Lenders Investment Corp |
2755 S Bristol St, Santa Ana, CA 92704 |
|
71454xxxx7 |
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Urban Street Ventures |
Newport Beach, CA 92660 |
|
80050xxxx1 |
inf*@u******.com |
|
|
5 |
6 |
|
|
345 |
|
375 |
|
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Sterk Investments Inc |
600 City Pkwy W Ste 200, Orange, CA 92868 |
|
71493xxxx0 |
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Global View Capital Advisors |
3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806 |
|
56287xxxx3 |
rgi****@g**********.com |
|
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Metrovest Management |
6 Liberty, Aliso Viejo, CA 92656 |
|
94936xxxx0 |
bho***@m********.net |
4 |
2 |
|
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|
587847 |
|
757000 |
|
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|
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services |
6B Liberty Ste 225, Aliso Viejo, CA 92656 |
|
94966xxxx8 |
din*********@a***.com |
|
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|
469 |
9 |
469 |
|
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Sierra Asset Management |
2525 Ocean Blvd, Corona Del Mar, CA 92625 |
|
94966xxxx4 |
|
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Edward Jones |
6813 Quail Hill Pkwy, Irvine, CA 92603 |
|
94982xxxx7 |
a.j*********@e**********.com |
|
|
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|
87631 |
|
100000 |
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|
Securities America |
200 S A St, Tustin, CA 92780 |
|
71466xxxx1 |
aar********@s****************.com |
|
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|
Torelli Realty |
1700 Adams Ave #110, Costa Mesa, CA 92626 |
|
71454xxxx5 |
and*@t************.com |
4.6 |
66 |
|
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|
2290 |
7 |
2200 |
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|
Morgan Stanley Wealth Management |
300 Spectrum Center Dr Ste 800, Irvine, CA 92618 |
|
94934xxxx0 |
|
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|
Daniel Raymond Gallimore |
Huntington Beach, CA 92649 |
|
94983xxxx7 |
|
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|
core capital management |
9121 Atlanta Ave, Huntington Beach, CA 92646 |
|
87731xxxx3 |
inf*@c***********.net |
|
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|
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
a.j*********@e**********.com |
|
|
|
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|
226 |
|
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Atlantic Trust |
4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 |
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94966xxxx0 |
a.n******@a************.com |
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Ward Investment Co |
2110 Newport Blvd, Costa Mesa, CA 92627 |
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94964xxxx0 |
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BFS Wealth Management |
2040 Main St, Irvine, CA 92614 |
|
71428xxxx6 |
adm**@b***.com |
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29 |
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37 |
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Hughes Westbrook Insurance |
17220 Newhope St Ste 116, Fountain Valley, CA 92708 |
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71454xxxx0 |
gre*****@h*****.com |
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85 |
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Edward Jones - Financial Advisor: Steve Masoner |
101 Main St Ste D Seal Beach, CA 90740 |
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56279xxxx9 |
a.j*********@e**********.com |
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1 |
2 |
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87586 |
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100000 |
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Ohana Investment Management |
850 Sandcastle Dr, Corona Del Mar, CA 92625 |
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94976xxxx9 |
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Taylor Wealth Management |
15061 Springdale St., Ste 202, Huntington Beach, CA 92649 |
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71424xxxx4 |
all***********@l**.com |
5 |
1 |
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Diversified Pacific Partners |
901 Dove St Ste 220, Newport Beach, CA 92660 |
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94986xxxx5 |
jja*****@d*************.com |
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Clearvue Capital |
901 Dove St, Newport Beach, CA 92660 |
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94929xxxx0 |
csa****@c***********.net |
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Primevest Financial |
15343 Culver Dr, Irvine, CA 92604 |
|
94926xxxx1 |
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3.2 |
9 |
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Roger Park - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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158 |
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167 |
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Edward Jones |
2010 Main St Ste 310 Irvine, CA 92614 |
|
94975xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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87631 |
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100000 |
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Kyky Financial $olutions |
12666 Hoover St Garden Grove, CA 92841 |
|
71449xxxx7 |
inf*@k************.org |
5 |
77 |
5 |
2 |
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1280 |
177 |
1200 |
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Spahr Financial Group - Brian L. Spahr, CFP |
18682 Beach Blvd #235, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
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Fidelity Investments Investor Center |
2211 Michelson Dr Irvine, CA 92612 |
|
80033xxxx9 |
a61****@f*******.com |
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2.7 |
19 |
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Third Eye Capital of Raymond James & Associates |
660 Newport Center Dr # 570, Newport Beach, CA 92660 |
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94973xxxx4 |
aar************@r***********.com |
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Edward Jones |
485 E 17th St Ste 100, Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
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110 |
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111 |
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California National Bank 016 |
5767 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56271xxxx0 |
aar************@u*****.com |
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345636 |
5336 |
348000 |
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Blake Rose - Pinnacle Strategies |
3211 W Warner Ave Santa Ana, CA 92704 |
|
71426xxxx1 |
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Schultz Richard |
1171 Appian Way, Santa Ana, CA 92705 |
|
71473xxxx8 |
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Sunstone Management |
18881 Von Karman Ave #500, Irvine, CA 92612 |
|
94977xxxx4 |
ali******@s*****************.com |
4.1 |
8 |
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PacificWest Asset Management |
3191 Airport Loop Dr # D, Costa Mesa, CA 92626 |
|
71443xxxx0 |
ame****@p**********.cc |
1.8 |
10 |
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Strathspey Crown |
4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660 |
|
94926xxxx0 |
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Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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Felicia Gonzalez - Edward Jones |
101 Main St Ste D Seal Beach, CA 90740 |
|
56279xxxx9 |
acc**********@e**********.com |
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176 |
3 |
181 |
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iPacific Capital |
19762 Macarthur Blvd Ste 100, Irvine, CA 92612 |
|
94986xxxx4 |
ama*********@i**************.com |
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Maxim Capital Advisors Inc. |
9160 Irvine Center Dr Ste 201, Irvine, CA 92618 |
|
94974xxxx3 |
inf*@m*******************.com |
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Emerald Coast Investments |
18141 Beach Blvd # 370, Huntington Beach, CA 92648 |
|
71459xxxx0 |
mmo*****@e**************.com |
3 |
2 |
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Cratty & Swanson Advisors |
3020 Old Ranch Pkwy Seal Beach, CA 90740 |
|
56279xxxx0 |
inf*@c*****.com |
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8 |
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Padilla Hofland Finacial Services Group |
1910 Saint Andrews Dr, Seal Beach, CA 90740 |
|
56259xxxx4 |
aar************@r***********.com |
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Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx1 |
acm***********@m************.com |
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T&T Capital Management |
2211 Michelson Dr, Irvine, CA 92612 |
|
80588xxxx0 |
cam**********@t***************.com |
4 |
1 |
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5 |
11 |
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208 |
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American Strategic Capital Inc. |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
71452xxxx3 |
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The Horgan Group of Raymond James |
660 Newport Center Dr Suite 570, Newport Beach, CA 92660 |
|
94964xxxx0 |
aar**********@r***********.com |
5 |
1 |
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17482 |
|
18000 |
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Ersop.Com Inc |
18141 Beach Blvd #300, Huntington Beach, CA 92648 |
|
86669xxxx7 |
adm**@e****.com |
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Newport Capital |
15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 |
|
94975xxxx6 |
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Mahalo Financial Services |
16458 Bolsa Chica St Ste 410 Huntington Beach, CA 92649 |
|
71446xxxx7 |
inf*@m*********************.com |
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Chicago Group |
12881 Knott St Ste 205 Garden Grove, CA 92841 |
|
71489xxxx0 |
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ABBPM Smart Property Management |
16360 Pacific Coast Hwy Ste 208 Huntington Beach, CA 92649 |
|
56243xxxx9 |
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Researchdx |
13766 Alton Pkwy, Irvine, CA 92618 |
|
51033xxxx7 |
aav****@r*********.com |
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Number 1 Insurance |
17111 Beach Blvd Ste 103, Huntington Beach, CA 92647 |
|
71484xxxx0 |
inf*@n*********.com |
4.9 |
518 |
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5 |
1 |
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Bancorp Familiar |
2024 N Broadway Ste 200, Santa Ana, CA 92706 |
|
71454xxxx0 |
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Premier Finance |
1974 Placentia Ave Costa Mesa, CA 92627 |
|
94951xxxx0 |
|
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2.2 |
6 |
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Klein, Martin |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx4 |
mar*********@r**.com |
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157 |
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NRM Real Estate Advisors |
115 22nd St, Newport Beach, CA 92663 |
|
94972xxxx2 |
ala*@n*********.com |
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Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
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112 |
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|
T N Investments Group, LLC |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71443xxxx4 |
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1 |
3 |
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Big Bear Capital |
Serving theHuntington Beach Area |
|
56238xxxx6 |
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LLC Cimco |
250 Fischer Ave, Costa Mesa, CA 92626 |
|
71436xxxx0 |
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The Dizon Group |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx8 |
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Fidelity Investments |
12201 Seal Beach Blvd Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
2.8 |
30 |
|
|
320568 |
|
338000 |
|
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Edward Jones - Financial Advisor: Jon Glant |
12792 Valley View St Ste F Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
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|
87586 |
|
100000 |
|
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TSG Wealth Management |
6460 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56241xxxx0 |
a.s********@t****.com |
|
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|
Edward Jones - Financial Advisor: Matthew Terrones |
7510 E Chapman Ave Ste B, Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
3 |
2 |
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Edward Jones - Financial Advisor: Cameron Rose |
1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626 |
|
71443xxxx4 |
a.j*********@e**********.com |
|
|
|
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|
87605 |
|
100000 |
|
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Ihsv-Inc |
2361 Campus Dr, Irvine, CA 92612 |
|
94961xxxx8 |
ihs*********@c*************.com |
|
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Preferred Property Management |
1600 West Coast Hwy Ste D, Newport Beach, CA 92663 |
|
94965xxxx0 |
hom**@p*********************.com |
|
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|
Tony May of Wedbush Securities |
500 Newport Center Dr #850, Newport Beach, CA 92660 |
|
94971xxxx9 |
age*******@w******.com |
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4510 |
289 |
4500 |
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Edward Jones - Financial Advisor: Ken Whittenbury, CFP® |
6 Centerpointe Dr Ste 780, La Palma, CA 90623 |
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71499xxxx5 |
a.j*********@e**********.com |
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113 |
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113 |
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Tact Management |
2515 E Ocean Blvd, Long Beach, CA 90803 |
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56285xxxx6 |
ale*@t*******.com |
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5315 |
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6000 |
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George Cheng - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
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56298xxxx7 |
ann***************@a***.com |
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18 |
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18 |
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Revitate |
450 Newport Center Dr Suite 650, Newport Beach, CA 92660 |
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94952xxxx4 |
cc1***@r*******.com |
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Systematic Financial Management |
500 Newport Center Dr, Newport Beach, CA 92660 |
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94971xxxx1 |
apa***@s****.com |
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Cimco |
3303 Harbor Blvd, Costa Mesa, CA 92626 |
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71436xxxx0 |
joh*@c*********.com |
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Merrill Lynch Wealth Management |
3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740 |
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56249xxxx0 |
ale*********@m*.com |
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Ross Wealth Management |
3711 Long Beach Blvd Ste 719, Long Beach, CA 90807 |
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56220xxxx5 |
bab******@w*****************.com |
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583155 |
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46 |
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Cambridge SPG |
660 Newport Center Dr, Newport Beach, CA 92660 |
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88861xxxx6 |
d-j@c***********.com |
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CM First Capital |
6472 Weber Cir Huntington Beach, CA 92647 |
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71446xxxx7 |
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The Phillips Group |
2300 E Katella Ave Ste 405 Anaheim, CA 92806 |
|
71466xxxx1 |
bil****@p***************.com |
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4.6 |
34 |
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Alin Worldwide Investments |
555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 |
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71426xxxx0 |
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SBL | Commercial Investments and Management |
790 The City Dr S, Orange, CA 92868 |
|
71466xxxx8 |
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Securities America Inc |
760 N Euclid St, Anaheim, CA 92801 |
|
71452xxxx0 |
aad********@s****************.com |
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CIBC Private Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94966xxxx0 |
acc*******@c***.com |
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2120 |
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2200 |
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All County Desert Sea Property Management |
18700 Beach Blvd #255, Huntington Beach, CA 92648 |
|
71467xxxx5 |
con****@a************.com |
5 |
15 |
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5 |
14 |
398 |
10 |
425 |
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TNL Car Title Loans |
6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803 |
|
56285xxxx5 |
3ce*************************************@w*****************.com |
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USA Asset Management |
19200 Von Karman Ave Ste 500, Irvine, CA 92612 |
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94922xxxx6 |
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WCM Investment Management |
281 Brooks St, Laguna Beach, CA 92651 |
|
94971xxxx0 |
aar**@w********.com |
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Anchor Re Captital Management Co |
7545 Irvine Center Dr Ste 200, Irvine, CA 92618 |
|
94933xxxx7 |
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Hanna Capital Management |
43 Post, Irvine, CA 92618 |
|
94927xxxx0 |
car********@a*******************.com |
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241 |
20 |
243 |
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Kost Investment Group |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx9 |
the*********@r**.com |
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80 |
8 |
83 |
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Saatchi Investment Corporation |
14200 Culver Dr, Irvine, CA 92604 |
|
94973xxxx6 |
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Group 206 |
500 Newport Center Dr # 910, Newport Beach, CA 92660 |
|
94987xxxx0 |
adm**@g*******.com |
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Financial Research Group |
4500 Campus Dr Ste 135, Newport Beach, CA 92660 |
|
94975xxxx0 |
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TFC Credit Services |
3941 S Bristol St Ste D-147 Santa Ana, CA 92626 |
|
80088xxxx2 |
adr***@c****.com |
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Atomi Financial Group |
20 Executive Park Ste 120 Irvine, CA 92614 |
|
88853xxxx4 |
baf*****************************@s*****.wixpress |
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5 |
1 |
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Corient |
500 Newport Center Dr UNIT 700, Newport Beach, CA 92660 |
|
94994xxxx0 |
amy*********@c******.com |
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Solomon Financial Mortgage & Realty |
3400 Irvine Ave Ste 221 Newport Beach, CA 92660 |
|
71440xxxx4 |
dav*@s********.com |
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5 |
2 |
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Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
81826xxxx0 |
dns*****@a***.com |
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34 |
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Spinnaker Investment Group, LLC |
4100 MacArthur Blvd STE 120, Newport Beach, CA 92660 |
|
94939xxxx0 |
and***@s**********.com |
4.2 |
5 |
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623 |
69 |
647 |
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HABERL Wealth Management |
7777 Center Ave, Huntington Beach, CA 92647 |
|
71479xxxxx3 |
chr**@h***********.com |
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264 |
|
256 |
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Morgan Stanley Wealth Management |
660 Newport Center Dr Ste 1100, Newport Beach, CA 92660 |
|
94971xxxx0 |
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Peterson Peter |
1525 Mesa Verde Dr E Costa Mesa, CA 92626 |
|
71455xxxx4 |
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Hankey Investment Company |
2125 Westcliff Dr, Newport Beach, CA 92660 |
|
94954xxxx1 |
a.g**@h****.com |
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Royal Alliance Assoc Inc |
4701 Teller Ave Ste 101, Newport Beach, CA 92660 |
|
94926xxxx0 |
aba*****@r************.com |
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2760 |
26 |
3300 |
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E R P Investments |
2124 Main St Ste 160 Huntington Beach, CA 92648 |
|
71453xxxx0 |
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Edward Jones - Financial Advisor: Elizabeth P Thai |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71470xxxx5 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
5 |
1 |
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Castapos Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
31044xxxx3 |
aid********@m********.com |
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4 |
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Euro Pacific Capital Inc |
1201 Dove St # 200, Newport Beach, CA 92660 |
|
94947xxxx0 |
alb***@e******.com |
3.7 |
3 |
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Bryson Financial Inc |
100 Oceangate Ste 401, Long Beach, CA 90802 |
|
56243xxxx6 |
ala**@b**************.com |
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737 |
256 |
737 |
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Redmount Capital Partners LLC |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94947xxxx2 |
cho*******@r**************.com |
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The Napoli and Whitney Group |
2405 Mccabe Way Ste 100, Irvine, CA 92614 |
|
94942xxxx5 |
3b6*************************************@w*****************.com |
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36339 |
|
34000 |
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Tarbox Family Office |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
bri**@t*****.com |
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R & B Investment |
1762 San Juan St, Tustin, CA 92780 |
|
71473xxxx9 |
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Financial Network Investment Corp |
5030 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx5 |
bea*@c*********.com |
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OWL Wealth Management - Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
ado********@a***.com |
|
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295 |
|
296 |
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Tarbox Family Office |
500 Newport Center Dr # 500, Newport Beach, CA 92660 |
|
94972xxxx0 |
bri**@t*****.com |
4 |
1 |
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Lufon Investments |
17822 17th St Ste 212, Tustin, CA 92780 |
|
71422xxxx9 |
a.j*********@e**********.com |
|
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|
85136 |
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Andy Kaiser, MSF - Matthews Real Estate Investment Services |
3200 Park Center Dr Ste 520 Costa Mesa, CA 92626 |
|
94966xxxx2 |
aid*************@m*******.com |
|
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647 |
17 |
762 |
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Joshua Goeppner - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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Vartanyan Wealth Management |
2043 Westcliff Dr # 213, Newport Beach, CA 92660 |
|
94961xxxx4 |
ada***********@l**.com |
|
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123 |
|
124 |
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|
Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
a.j*********@e**********.com |
|
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147 |
|
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Createnu |
Los Angeles, CA 92612 |
|
21329xxxx8 |
ati@c*******.com |
|
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5 |
2 |
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|
Linda L Wallace Fraser Financial Group |
6621 E Pacific Coast Hwy Ste 220, Long Beach, CA 90803 |
|
56259xxxx9 |
|
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|
Poole, Michael |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx4 |
ban**********@e****.bankofamerica |
|
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|
Pacific Park Financial Inc |
101 Columbia, Aliso Viejo, CA 92656 |
|
94959xxxx4 |
gar*@m************.com |
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Brian Richmond - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
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56279xxxx7 |
wms**********@r**.com |
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14721 |
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16000 |
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Smith Barney |
6700 E Pacific Coast Hwy Ste 110 Long Beach, CA 90803 |
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56279xxxx0 |
and***********@s**********.com |
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1 |
1 |
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West Point Property Management, Inc. - #1 Huntington Beach Property Management Company |
16872 Bolsa Chica St #100, Huntington Beach, CA 92649 |
|
71450xxxx3 |
inf*@w****************.com |
4.9 |
80 |
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262 |
4 |
267 |
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Prudential Funding Partners |
7755 Center Ave Suite 1100, Huntington Beach, CA 92648 |
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71492xxxx7 |
inf*@p*********.com |
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Edward Jones - Financial Advisor: Markus Wong |
5410 Trabuco Rd Ste 110, Irvine, CA 92620 |
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94955xxxx9 |
a.j*********@e**********.com |
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87384 |
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100000 |
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Slaten Wealth Management |
501 N Brookhurst St Ste 318 Anaheim, CA 92801 |
|
71477xxxx6 |
hei**@s***********.com |
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1 |
1 |
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He & Chen Investment |
1221 W Alton Ave, Santa Ana, CA 92707 |
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94920xxxx6 |
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Immensity Group |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
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86643xxxx3 |
ale**@i*************.com |
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5 |
7 |
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555 Capital Advisors, LLC |
555 Anton Blvd Suite 150, Costa Mesa, CA 92626 |
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94932xxxx5 |
aar***@5*****************.com |
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Envision Financial |
18101 Von Karman Ave, Irvine, CA 92612 |
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71424xxxx0 |
aam*********@e***.com |
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Morgan Stanley Wealth Management |
1901 Main St Ste 800, Irvine, CA 92614 |
|
94995xxxx0 |
acm***********@m************.com |
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Au Terre Property Management |
2973 Harbor Blvd Ste 123, Costa Mesa, CA 92626 |
|
80040xxxx5 |
inf*@a****************.com |
1 |
1 |
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4 |
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Riviera Capital |
4299 MacArthur Blvd #205, Newport Beach, CA 92660 |
|
31099xxxx8 |
g@r********.com |
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Fabian Wealth Strategies Inc |
3070 Bristol St Ste 610, Costa Mesa, CA 92626 |
|
71466xxxx3 |
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Equico |
535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
abo*****@r********.com |
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Procurus Wealth Management |
4101 Birch St Ste 110, Newport Beach, CA 92660 |
|
94922xxxx8 |
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Victory Vault Investments |
2340 N Grand Ave, Santa Ana, CA 92705 |
|
71436xxxx5 |
vic***********************@g****.com |
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Seamount Financial Group, Inc. |
1111 Bayside Dr Suite 214, Corona Del Mar, CA 92625 |
|
80075xxxx6 |
chr***@s****************.com |
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Ross Wealth Management Group |
5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804 |
|
56220xxxx5 |
eri*@e*********.com |
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Duval Management Inc |
4630 Campus Dr, Newport Beach, CA 92660 |
|
94926xxxx4 |
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Edward Jones |
2842 E Chapman Ave, Orange, CA 92869 |
|
71463xxxx1 |
a.j*********@e**********.com |
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85136 |
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Clay Northam Wealth Management |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56279xxxx7 |
bcl**@c**********.com |
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Primerica Advisors |
16541 Gothard St # 109, Huntington Beach, CA 92647 |
|
71490xxxx4 |
ada@p********.com |
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149617 |
3790 |
162000 |
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Integrity Financial Advisory |
10101 Slater Ave Ste 250, Fountain Valley, CA 92708 |
|
71437xxxx8 |
adm**@i**********.com |
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Securities America Inc |
1300 N Bristol St Ste 285, Newport Beach, CA 92660 |
|
94975xxxx0 |
aad********@s****************.com |
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Alpha Cubed Investments |
450 Newport Center Dr Ste 440, Newport Beach, CA 92660 |
|
94970xxxx3 |
alp**@a********************.com |
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Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
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Epic Enterprises LLC |
15541 Computer Ln, Huntington Beach, CA 92649 |
|
71490xxxx9 |
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Surf City Investors, LLC |
P.O. Box 6093, Huntingtn Bch, CA 92615 |
|
94968xxxx7 |
gab*@s****************.com |
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Woodbury Financial Services |
3070 Bristol St. Suite 500, Costa Mesa, CA 92626 |
|
94920xxxx4 |
bre**@j**********.com |
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Investors Realty & Management Inc |
1151 Dove St, Newport Beach, CA 92660 |
|
94983xxxx4 |
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Edward Jones |
311 Main St, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
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85136 |
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CIBC Private Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94988xxxx0 |
alb***********@c***.com |
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2118 |
|
2200 |
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Perla Capital Group |
4 Park Plz Ste 1240, Irvine, CA 92614 |
|
94925xxxx7 |
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Orange County Investment Group |
10540 Talbert Ave # 270W, Fountain Valley, CA 92708 |
|
71496xxxx8 |
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Set Sail Insurance Group |
Huntington Beach, CA 92648 |
|
56281xxxx9 |
baf*****************************@s*****.wixpress |
|
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5 |
6 |
5 |
5 |
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38 |
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Sunlan Corporation |
8102 E Santa Cruz Ave, Orange, CA 92869 |
|
71428xxxx4 |
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Allen & Caron Inc |
2151 Michelson Dr Ste 120, Irvine, CA 92612 |
|
94947xxxx0 |
and***@a*********.com |
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Tieback Holdings LLC |
620 Newport Center Dr Ste 630, Newport Beach, CA 92660 |
|
94927xxxx4 |
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Newport Capital Advisors |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
88865xxxx7 |
inf*@n*********************.com |
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Buffalo Capital Corporation |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx9 |
jdo*@b*************.com |
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Beacon Pointe Advisors |
24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94971xxxx0 |
a.c***@b***********.com |
5 |
1 |
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Special Asset Management |
5661 Beach Blvd, Buena Park, CA 90621 |
|
94949xxxx3 |
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Cintia Diamond Consulting LLC |
1651 E 4th St Ste 225 Santa Ana, CA 92701 |
|
94920xxxx6 |
inf*@c**********************.com |
|
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5 |
2 |
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Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ |
2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625 |
|
94964xxxx6 |
a.j*********@e**********.com |
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25 |
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Edward Jones - Financial Advisor: Omar Houssainy |
23046 Avenida De La Carlota, Laguna Hills, CA 92653 |
|
94936xxxx4 |
a.j*********@e**********.com |
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85136 |
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Global Investment Solutions |
1300 N Bristol St Ste 200, Newport Beach, CA 92660 |
|
94966xxxx0 |
ski******@e********.net |
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David Tipple-Financial Advisor |
12976 Main St, Garden Grove, CA 92840 |
|
71446xxxx4 |
aab****@b************.com |
|
12 |
|
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|
40840 |
176 |
41000 |
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Triage Capital Group |
Marina, CA 92649 |
|
83132xxxx0 |
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Jose Quintanilla - Financial Advisor, Ameriprise Financial Services |
2801 E Spring St Ste 255, Long Beach, CA 90806 |
|
31049xxxx3 |
can***********@a***.com |
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89 |
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Beacon Pointe Advisors |
610 Newport Center Dr Suite 830, Newport Beach, CA 92660 |
|
94971xxxx7 |
aba*****@b***********.com |
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Edward Jones |
180 E Main St, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
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|
85136 |
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DWIGHT Wealth Management |
3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
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Buckingham Investments |
320 Pine Ave Ste 609, Long Beach, CA 90802 |
|
56262xxxx0 |
alh*********@b********************.com |
|
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507 |
6 |
534 |
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Chi Luu - First Financial Security |
2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 |
|
71468xxxx2 |
chi*@f***********.com |
5 |
2 |
5 |
18 |
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Rennie & Associates |
1608 Galaxy Dr, Newport Beach, CA 92660 |
|
94965xxxx2 |
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Newport Beach Wealth Management |
120 Newport Center Dr, Newport Beach, CA 92660 |
|
94943xxxx4 |
aar************@r***********.com |
|
|
|
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|
|
17448 |
|
18000 |
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Equico |
575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
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71432xxxx0 |
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Pacific Sun Financial Corp |
95 Argonaut, Aliso Viejo, CA 92656 |
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94971xxxx6 |
adm**@p**************.com |
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Wealth Management Corp |
800 Newport Center Dr, Newport Beach, CA 92660 |
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94972xxxx7 |
bra**********@s**********.com |
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TNL Car Title Loans |
710 S Brookhurst St Ste J, Anaheim, CA 92804 |
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65722xxxx0 |
3ce*************************************@w*****************.com |
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Hollencrest Capital Management |
100 Bayview Cir #500, Newport Beach, CA 92660 |
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94973xxxx0 |
cam*****@h**********.com |
3.5 |
4 |
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Anchor Investments |
267 W 7th St, San Pedro, CA 90731 |
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31054xxxx7 |
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Level Four Group |
1920 Main St Ste 1090, Irvine, CA 92614 |
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94977xxxx1 |
aha***@l*****************.com |
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BeachStone Plaza |
18700 Beach Blvd Huntington Beach, CA 92648 |
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71496xxxx5 |
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Sperry Van Ness |
18881 Von Karman Ave Ste 800, Irvine, CA 92612 |
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94970xxxx0 |
aar********@s**.com |
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1207 |
5 |
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Yaltin Investments |
6 Monterey Cir, Corona Del Mar, CA 92625 |
|
94972xxxx0 |
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Premier Money Source |
24 Sidney Bay Dr Ste 507 Newport Coast, CA 92657 |
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94924xxxx2 |
dua**@p*****************.com |
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4.3 |
16 |
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Sage Mint Wealth |
2600 Michelson Dr Ste 950 Irvine, CA 92612 |
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71493xxxx0 |
inf*@s*************.com |
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5 |
1 |
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Davis Group |
5848 E Naples Plz, Long Beach, CA 90803 |
|
56259xxxx5 |
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Wealth Strategies Group |
17011 Beach Blvd #150, Huntington Beach, CA 92647 |
|
71438xxxx4 |
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1 |
1 |
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Investment Properties II |
3146 Red Hill Ave, Costa Mesa, CA 92626 |
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71497xxxx0 |
bfe******@i*******************.com |
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Wcm Investment Management |
23702 Birtcher Dr, Lake Forest, CA 92630 |
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94938xxxx0 |
aar**@w********.com |
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Ruesoff Asset Management |
28436 Chat Dr, Laguna Niguel, CA 92677 |
|
94977xxxx6 |
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Platinum Wealth Group |
5000 Birch St, Newport Beach, CA 92660 |
|
71433xxxx5 |
877*************************************@w*****************.com |
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Trilogy Financial Services Inc. |
2601 Main St Ste 200, Irvine, CA 92614 |
|
94922xxxx5 |
adm**@t********.com |
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Chariots Empire Investments, Inc. |
2030 Main St, Irvine, CA 92614 |
|
87758xxxx6 |
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Edward Jones - Financial Advisor: Louis W Rizzacasa |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71446xxxx6 |
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LBA Realty |
3347 Michelson Dr, Irvine, CA 92612 |
|
30370xxxx4 |
aa.*********@l********.com |
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Capital Investment Advisers |
3780 Kilroy Airport Way Ste 320 Long Beach, CA 90806 |
|
56242xxxx9 |
amy********@c*********.com |
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5 |
1 |
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Principal Planning Service |
194 Marina Dr Ste 202 Long Beach, CA 90803 |
|
56259xxxx0 |
pqp******@e********.net |
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Yhc Wealth Management Group |
18396 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx0 |
pgb******@w******************.com |
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199 |
5 |
205 |
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RS Crum Inc |
4 Upper Newport Plz, Newport Beach, CA 92660 |
|
94942xxxx6 |
ash***@r*****.com |
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IPA 1031 Group |
101 Main St #260, Huntington Beach, CA 92648 |
|
88829xxxx1 |
inf*@i***********.com |
5 |
8 |
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Integrative Financial Management - Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx2 |
bri***********@a***.com |
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73 |
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77 |
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Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx1 |
a.c******@p********.com |
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113356 |
3087 |
131000 |
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Capital Reserve Advisors Inc |
5015 Birch St, Newport Beach, CA 92660 |
|
94975xxxx9 |
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Crown Bay Wealth |
610 Newport Center Dr Suite 410, Newport Beach, CA 92660 |
|
94988xxxx9 |
inf*@c*************.com |
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Sierra Asset Management |
2699 White Rd, Irvine, CA 92614 |
|
94966xxxx4 |
con****@s*******.com |
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Henry, Daniel S |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx8 |
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Edward Jones - Financial Advisor: Brian K Clark |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
a.j*********@e**********.com |
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85274 |
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Strategic Financial Group |
18191 Von Karman Ave Ste 100, Irvine, CA 92612 |
|
94962xxxx0 |
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Financial Growth Management Inc |
1421 N Wanda Rd, Orange, CA 92867 |
|
71463xxxx4 |
3d5*************************************@w*****************.com |
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Robert M. Densmore |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx9 |
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Halbrook MacDonald Wealth Management Team |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
rbc*********@r**.com |
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Edward Jones - Financial Advisor: Markus Wong |
250 Newport Center Dr Ste 206, Newport Beach, CA 92660 |
|
94964xxxx0 |
a.j*********@e**********.com |
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72 |
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74 |
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Judy Kim - Financial Advisor, Ameriprise Financial Services |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
cam**********@a***.com |
|
15 |
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Stamper Capital & Investments Inc |
2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625 |
|
94967xxxx7 |
sep**********************@r************.com |
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Masters Advisory Partners |
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94922xxxx5 |
cbr******@m**********************.com |
5 |
1 |
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Legacy investments |
2320 Harbor Blvd # 200, Costa Mesa, CA 92626 |
|
88861xxxx1 |
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Yosemite Capital Mangagement |
17822 17th St, Tustin, CA 92780 |
|
71473xxxx0 |
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Delta Global Advisors |
17011 Beach Blvd Ste 510 Huntington Beach, CA 92647 |
|
71484xxxx4 |
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Mortgage Vintage |
260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660 |
|
94963xxxx5 |
daw*@m**************.com |
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4.6 |
17 |
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Royal Alliance Assoc Inc |
12377 Lewis St Ste 102, Garden Grove, CA 92840 |
|
71475xxxx9 |
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The Davis Group |
6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 |
|
56259xxxx5 |
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Edward Jones - Financial Advisor: Phil Gironda, AAMS |
2134 Main St Ste 195, Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
5 |
7 |
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|
87586 |
|
100000 |
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Nuveen Investments |
1 Park Plz Ste 325, Irvine, CA 92614 |
|
94944xxxx0 |
aar*************@n*****.com |
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1812 |
|
2000 |
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Investor Financial Services |
12676 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx9 |
inf*@w****.com |
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Denis Doulgeropoulos - Mass Mutual |
2020 Main St Ste 1200 Irvine, CA 92614 |
|
76065xxxx0 |
DDo************@f*************.com |
|
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5 |
1 |
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136 |
|
141 |
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Kodiak Capital Group |
260 Newport Center Dr Newport Beach, CA 92660 |
|
94943xxxx0 |
inv********@k**********.com |
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Quintessential Financial |
2372 SE Bristol St Ste C Newport Beach, CA 92660 |
|
94977xxxx5 |
inf*@m************.com |
|
6 |
5 |
1 |
4.6 |
153 |
69126 |
796 |
68000 |
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|
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
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|
161 |
|
165 |
|
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Cooke & Wealth Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94972xxxx0 |
cwm@c******.com |
|
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|
Edward Jones - Financial Advisor: Mike Borgman |
18200 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
|
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5 |
1 |
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|
Elite Financial Network Inc |
7561 Center Ave unit 17, Huntington Beach, CA 92647 |
|
86656xxxx2 |
cai****@e********************.com |
5 |
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8 |
210 |
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Mx3 Ventures |
2505 West Coast Hwy #201, Newport Beach, CA 92663 |
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94963xxxx6 |
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Cobalt Unlimited |
10055 Slater Ave Ste 260 Fountain Valley, CA 92708 |
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71489xxxx0 |
mel****@c****************.com |
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2 |
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219 |
3 |
214 |
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Warren Street Wealth Advisors |
4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660 |
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65750xxxx5 |
bla**@w*****************.com |
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5 |
17 |
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Green Street Advisors |
660 Newport Center Dr Ste 800, Newport Beach, CA 92660 |
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94999xxxx0 |
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Advisor Solution's Group Inc |
1300 Bristol St N Ste 100, Newport Beach, CA 92660 |
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94925xxxx5 |
ccu****@a********************.com |
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CBM Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
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56234xxxx6 |
abc*******@u**.com |
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Morgan Stanley |
2677 N Main St, Santa Ana, CA 92705 |
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71483xxxx1 |
adm**@b*******.com |
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Saint Investment Group Inc. |
555 Anton Blvd Suite 225, Costa Mesa, CA 92626 |
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71433xxxx0 |
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Carter Law Firm-Newport Office |
23 Corporate Plaza Dr, Newport Beach, CA 92660 |
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94923xxxx9 |
bia***@c************.net |
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502 |
3 |
500 |
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Knightsbridge Asset Management |
450 Newport Center Dr, Newport Beach, CA 92660 |
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94964xxxx4 |
har*@k*******.com |
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VALHALLA FIDUCIARY |
120 Newport Center Dr, Newport Beach, CA 92660 |
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94933xxxx7 |
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Kostichuk Steve |
15355 Brookhurst St, Westminster, CA 92683 |
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71483xxxx9 |
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Lea Inouye - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
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94966xxxx8 |
dns*****@a***.com |
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Gerber Kawasaki Wealth & Investment Management |
2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405 |
|
42456xxxx0 |
a18*****************************@s*****.wixpress |
4.6 |
138 |
4.8 |
198 |
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Karl H Romero & Associates, Inc |
1585 E 17th St Santa Ana, CA 92705 |
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71454xxxx7 |
kar***********@w**********.com |
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Greenberg Graham Advisors |
575 Anton Blvd, Costa Mesa, CA 92626 |
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71443xxxx0 |
jgr****@g*********.com |
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Wohl Investment Co |
14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660 |
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94970xxxx0 |
*re*@w*************.com |
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Mellow & Axel Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
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56234xxxx0 |
abc*******@u**.com |
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Meridian Capital Management |
3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 |
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56259xxxx0 |
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Flagstar Bank |
949 S Coast Dr Ste 100, Costa Mesa, CA 92626 |
|
71454xxxx0 |
aar********@f*******.com |
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Costa Mesa Tax Service |
2973 Harbor Blvd, Ste 825, Costa Mesa, CA 92626 |
|
71442xxxx2 |
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Inverness Graham Investments LP |
15707 Rockfield Blvd, Irvine, CA 92618 |
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94922xxxx0 |
aam**@i**************.com |
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Klk Capital Management |
2010 Main St, Irvine, CA 92614 |
|
94937xxxx8 |
aca*****************@a******.com |
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Premier Tax CFO |
1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 |
|
71487xxxx2 |
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5 |
1 |
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C3 Private Wealth Advisors - Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
c3p********************@a***.com |
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Check Capital Management |
575 Anton Blvd # 500, Costa Mesa, CA 92626 |
|
80071xxxx7 |
aeb*****@c***********.com |
4.6 |
18 |
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Newport Advisory |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94962xxxx0 |
aj@n**************.com |
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American Healthcare REIT, Inc |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
inf*@a******.com |
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NSK Asset Management Inc |
20732 Seine Ave, Lakewood, CA 90715 |
|
56240xxxx2 |
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Brent Rupnow - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx9 |
bre*********@a***.com |
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Dynamic Firm Management |
4570 Campus Dr, Newport Beach, CA 92660 |
|
71497xxxx0 |
mcc**@d**********.com |
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Good Life Financial Management |
16842 Von Karman Ave, Irvine, CA 92606 |
|
94923xxxx7 |
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Ajilon |
4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 |
|
94995xxxx4 |
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Martin Klein - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx4 |
mar*********@r**.com |
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157 |
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Mitchell Capital Management Inc |
3187 Airway Ave, Costa Mesa, CA 92626 |
|
71443xxxx2 |
dgo****@g***************.com |
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Edward Jones - Financial Advisor: Gregory A Taylor |
4010 Watson Plaza Dr, Lakewood, CA 90712 |
|
56242xxxx8 |
a.j*********@e**********.com |
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Tranzon Asset Strategies |
9980 Irvine Center Dr Ste 100, Irvine, CA 92618 |
|
88831xxxx4 |
adv****@t******.com |
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11393 |
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12000 |
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Edward Jones |
4195 N Viking Way Ste 110, Long Beach, CA 90808 |
|
56242xxxx8 |
a.j*********@e**********.com |
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Matthew Investment Properties |
16892 Bolsa Chica St Suite #203, Huntington Beach, CA 92649 |
|
71484xxxx5 |
inf*@m****************.com |
1.7 |
3 |
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David Rae Certified Financial Planner |
Huntington Beach, CA 92647 |
|
31075xxxx0 |
dav******@f*****************.com |
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American Gateaway Regional Centers LLC |
930 roosevelt DR Ste 325, Irvine, CA 92620 |
|
71430xxxx1 |
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Orange Capital Management |
333 S Anita Dr Ste 700 Orange, CA 92868 |
|
71463xxxx1 |
agu******@o**********************.com |
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3 |
2 |
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Paul Lieu - Calton & Associates |
15061 Springdale St Ste 107 Huntington Beach, CA 92649 |
|
71446xxxx6 |
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Property Management Irvine |
2010 Main St, Irvine, CA 92614 |
|
71467xxxx8 |
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Mike Tran - World Financial Group |
10055 Slater Ave Ste 214 Fountain Valley, CA 92708 |
|
71446xxxx8 |
dns******@a*******.com |
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Confluence Wealth Management Group - Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
90939xxxx9 |
cam**********@a***.com |
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16 |
15 |
20 |
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Global Investment Management |
9602 Hamilton Ave, Huntington Beach, CA 92646 |
|
71496xxxx7 |
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First American Trust |
5 First American Way Santa Ana, CA 92707 |
|
87790xxxx8 |
acc**********@f******.com |
3.8 |
4 |
1.8 |
5 |
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5255 |
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Allianz Asset Management Of America |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94921xxxx0 |
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1 |
1 |
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Birch Capital |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
88838xxxx7 |
ale*@b*******.com |
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Gardena Financial |
1516 W Redondo Beach Blvd, Gardena, CA 90247 |
|
42499xxxx9 |
|
4.8 |
35 |
4.7 |
159 |
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45 |
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Edward Jones - Financial Advisor: Felicia Y Gonzalez |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
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David Thompson - RBC Wealth Management Branch Director |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx4 |
dav*************@r**.com |
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54 |
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Newport Beach Investment Group LLC |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94990xxxx8 |
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Alpha Wealth Partners |
4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660 |
|
94942xxxx0 |
dee@a**************.com |
5 |
1 |
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Cerritos Garp |
12741 Towne Center Dr, Cerritos, CA 90703 |
|
56280xxxx0 |
|
4.2 |
132 |
|
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H Roark Investment Banking Inc. |
4750 Von Karman Ave, Newport Beach, CA 92660 |
|
94925xxxx5 |
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Adam MacDonald - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
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94972xxxx5 |
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Vincent Lovoy |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
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94962xxxx4 |
acc************@f************.com |
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Richard Rustin - LPL Financial Planning Services |
HUNTINGTN BCH, CA 92649 |
|
71437xxxx0 |
aar********@l**.com |
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20104 |
234 |
21000 |
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Zusho Venture Partners, LLC |
120 Newport Center Dr, Newport Beach, CA 92660 |
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94947xxxx5 |
inf*@z****.com |
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264 |
2 |
253 |
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Edward Jones - Financial Advisor: Jared R Dahline |
18837 Brookhurst St Ste 205 Fountain Valley, CA 92708 |
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71496xxxx4 |
a.j*********@e**********.com |
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86737 |
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98000 |
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Edward Jones |
13001 Seal Beach Blvd, Seal Beach, CA 90740 |
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56259xxxx2 |
a.j*********@e**********.com |
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147 |
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Neuberger Berman |
620 Newport Center Dr Ste 250, Newport Beach, CA 92660 |
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94946xxxx0 |
abc***@n*.com |
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Onitus Capital, LLC |
3857 Birch St Suite #5059, Newport Beach, CA 92660 |
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86091xxxx4 |
kso***@o************.com |
5 |
9 |
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Edward Jones - Financial Advisor: Stephanie Bartels |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
a.j*********@e**********.com |
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Salout Insurance Solutions |
15520 Rockfield Blvd Ste G Irvine, CA 92618 |
|
71431xxxx9 |
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5 |
6 |
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Medici Capital |
520 Newport Center Dr #620, Newport Beach, CA 92660 |
|
94970xxxx5 |
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OC Financial Group |
134 Liberty St, Tustin, CA 92782 |
|
94937xxxx4 |
joh*@o***************.com |
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M 2 Investment Advisor |
11770 Warner Ave Ste 112 Fountain Valley, CA 92708 |
|
71424xxxx1 |
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Maxim Capitol Advisors Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx3 |
ant****@c******************.net |
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Edward Jones - Financial Advisor: Jonathan Goodwin |
24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653 |
|
94983xxxx5 |
a.j*********@e**********.com |
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87605 |
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100000 |
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SeaCliff Realty, Inc. |
2130 Main St Ste 150, Huntington Beach, CA 92648 |
|
71486xxxx1 |
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Fulcrum Partners |
600 36th St, Newport Beach, CA 92663 |
|
21343xxxx2 |
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Edward Jones - Financial Advisor: Nathan Kieu |
19742 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Bradstreet Investment Co. |
121 Agate Ave, Newport Beach, CA 92662 |
|
94972xxxx2 |
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Scottrade - Online Trading & Stock |
13209 Jamboree Rd, Tustin, CA 92782 |
|
71466xxxx2 |
dns*****@s*****.com |
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Tremont Realty Capital |
1786 Orange Ave, Costa Mesa, CA 92627 |
|
94921xxxx0 |
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LRES Corporation |
765 The City Dr S, Orange, CA 92868 |
|
71452xxxx7 |
ada*@l***.com |
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Wealth Management Services Inc |
15771 Grey Oaks St, Westminster, CA 92683 |
|
71479xxxx9 |
inf*@w****.com |
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Edward Jones - Financial Advisor: Trisha M Braunstein |
3621 Harbor Blvd Ste 140, Santa Ana, CA 92704 |
|
94963xxxx1 |
a.j*********@e**********.com |
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48 |
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91 |
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Allstate Personal Financial Representative: Jose Villasenor |
10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720 |
|
56268xxxx4 |
a****00@a*******.com |
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DiCambio Wealth Management of Raymond James |
660 Newport Center Dr # 570, Newport Beach, CA 92660 |
|
94973xxxx7 |
aar**********@r***********.com |
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17482 |
|
18000 |
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Skyhill Financial, Inc |
5762 Bolsa Ave, Huntington Beach, CA 92649 |
|
71465xxxx8 |
bra******@s***************.com |
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Needelman Asset Management Inc |
111 Pacifica Ste 140, Irvine, CA 92618 |
|
94945xxxx3 |
sam@m*********.com |
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American Funds |
6455 Irvine Center Dr, Irvine, CA 92618 |
|
94997xxxx0 |
afi*******@a************.com |
3.9 |
18 |
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170891 |
|
185000 |
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Remedios Manzanilla Inc |
11428 Artesia Blvd, Artesia, CA 90701 |
|
56286xxxx8 |
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Ankona Capital |
800 Newport Center Dr #100, Newport Beach, CA 92660 |
|
94979xxxx2 |
inf*@a********.com |
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Lifestyle Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94983xxxx3 |
aar*********@s******.com |
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9472 |
|
9500 |
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Comprehensive Financial Inc |
16520 Bake Pkwy, Irvine, CA 92618 |
|
94950xxxx7 |
cor****@c*************.com |
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197 |
12 |
215 |
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Marion Consulting |
1604 E 4th St Ste A, Santa Ana, CA 92701 |
|
71424xxxx4 |
aga****@k************.com |
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Money Management Resources Inc |
1200 N Main St Ste 820, Santa Ana, CA 92701 |
|
71497xxxx8 |
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Counselor Realty |
Huntington Beach, CA 92646 |
|
71484xxxx2 |
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Balboa Property Management |
813 E Balboa Blvd, Newport Beach, CA 92661 |
|
94970xxxx9 |
vac*****@n*******************.com |
5 |
4 |
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4.4 |
31 |
933 |
10 |
957 |
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Kovitz |
30 Enterprise Ste 210, Aliso Viejo, CA 92656 |
|
94949xxxx5 |
aar**@k*****.com |
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Western Investment Corp |
620 W Orangewood Ave, Anaheim, CA 92802 |
|
71497xxxx0 |
aa@w************.com |
3.5 |
374 |
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Edward Jones - Financial Advisor: Jaime A. Torres |
7755 Center Ave Ste 1010, Huntington Beach, CA 92647 |
|
71490xxxx6 |
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Buchanan Street Partners |
3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660 |
|
94972xxxx4 |
ade****@b*************.com |
3.3 |
3 |
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Tu Tran Cfp |
17822 17th St, Tustin, CA 92780 |
|
71473xxxx1 |
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CWS Capital Partners |
14 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660 |
|
94964xxxx0 |
ama****@c*********.com |
3.5 |
4 |
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Mark Elliott - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
mar*********@r**.com |
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D & L Investment |
18281 Gothard St Ste 201 Huntington Beach, CA 92648 |
|
71484xxxx9 |
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Balboa Wealth Partners |
130 Newport Center Dr Suite 240, Newport Beach, CA 92660 |
|
94944xxxx5 |
aar******@b***********.com |
3 |
2 |
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Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ |
18837 Brookhurst St Ste 205, Fountain Valley, CA 92708 |
|
71496xxxx4 |
acc**********@e**********.com |
5 |
3 |
|
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|
87586 |
|
100000 |
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Amrit Mathur - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
amr*********@r**.com |
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Engaged Capital |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94973xxxx0 |
aju**@e*************.com |
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Theresa Kost - RBC Wealth Management Financial Advisor |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx9 |
the*********@r**.com |
|
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80 |
8 |
83 |
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Correa & Associates - Ameriprise Financial Services |
101 Main St Ste 220 Huntington Beach, CA 92648 |
|
71437xxxx0 |
ant*********************@a***.com |
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Allstate Personal Financial Representative: Elias Dafesh |
401 S Euclid St, Anaheim, CA 92802 |
|
56276xxxx7 |
a****00@a*******.com |
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Mamey Investment Corporation |
4 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94985xxxx0 |
inf*@m****.net |
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Online Trading Academy |
17780 Fitch Ste 200 Irvine, CA 92614 |
|
88843xxxx2 |
abi*@t*************.com |
|
|
3.9 |
132 |
|
|
109528 |
203 |
117000 |
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Cherokee Associates |
2035 Flamingo Dr Costa Mesa, CA 92626 |
|
71454xxxx2 |
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Self Directed IRA Corp |
1150 Main St Ste E Irvine, CA 92614 |
|
94974xxxx4 |
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Tommy Mai Financial |
8201 Westminster Blvd Ste 202 Westminster, CA 92683 |
|
71498xxxx9 |
|
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Wells Fargo Private Bank |
5 Park Plz, Irvine, CA 92614 |
|
94925xxxx6 |
aar**********@w*********.com |
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155184 |
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11 |
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Stock Traders |
16152 Beach Blvd Huntington Beach, CA 92647 |
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71437xxxx8 |
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Trusted Policy Funds |
23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653 |
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94951xxxx8 |
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Jas Global Investments |
3400 Via Oporto Ste 104 Newport Beach, CA 92663 |
|
94972xxxx7 |
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Edward Jones - Financial Advisor: Amy Worth |
18837 Brookhurst St Ste 205 Fountain Valley, CA 92708 |
|
71496xxxx4 |
acc**********@e**********.com |
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1 |
1 |
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87586 |
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100000 |
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CB Investments |
300 Pacific Coast Hwy #301, Huntington Beach, CA 92648 |
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71477xxxx3 |
chr**@c************.com |
5 |
30 |
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954 |
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951 |
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Commercial Development Capital Advisors (CDCA) |
2901 West Coast Hwy #200, Newport Beach, CA 92663 |
|
80087xxxx3 |
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IRA Source, LLC |
100 Oceangate, Long Beach, CA 90802 |
|
56254xxxx6 |
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LongTail Alpha |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94970xxxx7 |
com*******@l************.com |
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Monticello Property Management |
16531 Bolsa Chica St Suite 301, Huntington Beach, CA 92649 |
|
71477xxxx4 |
gil****@m***********.com |
4.1 |
17 |
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Ameriprise Financial Advisors |
101 Main St Ste 220 Huntington Beach, CA 92648 |
|
71453xxxx4 |
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5 |
1 |
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Johny Makhijani - Financial Advisor, Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx2 |
dns*****@a***.com |
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117 |
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125 |
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Edward Jones - Financial Advisor: Tom Choi |
2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625 |
|
94964xxxx6 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Edward Jones - Financial Advisor: Gabriel Choo |
3111 N Tustin St Ste 190, Orange, CA 92865 |
|
71463xxxx0 |
a.j*********@e**********.com |
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87630 |
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100000 |
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McGregor Financial Group Inc |
19762 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
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Edward Jones - Financial Advisor: Bob Josten |
307 Marine Ave, Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Edward Jones |
505 S Villa Real Ste 201, Anaheim, CA 92807 |
|
71463xxxx8 |
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Edward Jones - Financial Advisor: Michael R Long |
18002 Irvine Blvd Ste 102, Tustin, CA 92780 |
|
71468xxxx1 |
acc**********@e**********.com |
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86230 |
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96000 |
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Falcon Wealth Planning |
2030 Main St Fl 13 Irvine, CA 92614 |
|
85596xxxx6 |
cca*****@f*******************.com |
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Linco Investment Company |
1107 Quail St, Newport Beach, CA 92660 |
|
94922xxxx0 |
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Labarthe, Jeff |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx2 |
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Steven Vant - Financial Advisor, Ameriprise Financial Services |
3711 Long Beach Blvd Ste 1015, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
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Mischler Financial Group Inc |
1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625 |
|
94972xxxx0 |
agu*******@m****************.com |
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5 |
5 |
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89 |
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Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
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1229 |
37 |
1297 |
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The KFK Group |
4000 Barranca Pkwy Ste 250 Irvine, CA 92604 |
|
94926xxxx3 |
ern***@t**********.com |
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Edward Jones |
2540 Main St Ste W, Irvine, CA 92614 |
|
94986xxxx6 |
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Surf City Investors |
9151 Atlanta Ave #6093, Huntington Beach, CA 92646 |
|
94968xxxx7 |
joh*@s****************.com |
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Online California Title Loans |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
65722xxxx2 |
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Cooke Wealth Management |
18881 Von Karman Ave Ste 1420 Irvine, CA 92612 |
|
94972xxxx0 |
coo********@c*************.com |
5 |
2 |
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CMF Real Estate Capital Group |
3350 E 7th St Ste 434 Long Beach, CA 90804 |
|
56276xxxx9 |
joh*@c**************.com |
4.9 |
19 |
5 |
4 |
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Goodwind Ventures |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx3 |
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Quan Financial |
1011 Brioso Dr Ste 109 Costa Mesa, CA 92627 |
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|
cha*@q************.com |
5 |
1 |
5 |
1 |
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54 |
7 |
53 |
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Perry Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx1 |
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Sse Investments Inc |
1328 W 19th St, Long Beach, CA 90810 |
|
56243xxxx9 |
c18*****************************@s*****.wixpress |
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J & E Brothers Investments LLC |
7861 Clay Ave 9, Huntington Beach, CA 92648 |
|
71442xxxx8 |
abc***@m****.com |
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Edward Jones - Financial Advisor: Will Fetter, CEPA®|AAMS™ |
2582 N Santiago Blvd Ste B, Orange, CA 92867 |
|
71460xxxx0 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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UBS Financial Services Inc |
888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660 |
|
94976xxxx8 |
aar*******@u**.com |
|
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230237 |
|
243000 |
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Advanced Planning Group |
4770 Campus Dr, Newport Beach, CA 92660 |
|
95177xxxx3 |
ada*@t*********.org |
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51 |
9 |
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Martin Commercial Grp |
1360 Ritchey St, Santa Ana, CA 92705 |
|
71454xxxx0 |
ela*********@m****.com |
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Option Investments, Inc. (OpVest) |
300 Spectrum Center Dr Ste 1030, Irvine, CA 92618 |
|
94926xxxx0 |
aci********@o*****.com |
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Accretive Realty Advisors |
301 Shipyard Way Suite B, Newport Beach, CA 92663 |
|
94956xxxx4 |
inf*@a**************.com |
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Financial Managers Jmb |
43 Corporate Park Ste 104, Irvine, CA 92606 |
|
94925xxxx4 |
jac********@c*************.com |
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Crescent Bay Advisors, Inc. |
2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625 |
|
94971xxxx7 |
inf*@c******************.com |
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American Express |
9261 Krepp Dr, Huntington Beach, CA 92646 |
|
71496xxxx0 |
aar**@a**************.com |
|
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898016 |
|
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Strada Capital Group |
100 Spectrum Center Dr Ste 900, Irvine, CA 92618 |
|
94978xxxx0 |
ana******@s************.com |
|
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|
6191 |
113 |
5900 |
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Griffin Capital Securities |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
ada*@g*************.com |
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Nadavon Capital Partners |
3333 Pacific Coast Highway, Newport Beach, Ca 92663 |
|
94941xxxx4 |
hel**@n******.com |
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Stifel |
895 Dove St Ste 400, Newport Beach, CA 92660 |
|
94925xxxx4 |
abb****@s*****.com |
|
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|
4756 |
|
5200 |
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Edward Jones - Financial Advisor: Sean Payne |
13001 Seal Beach Blvd Ste 200 Seal Beach, CA 90740 |
|
56259xxxx2 |
a.j*********@e**********.com |
|
|
4 |
4 |
|
|
149 |
|
153 |
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AMS Real Estate Services |
4040 MacArthur Blvd Ste 309, Newport Beach, CA 92660 |
|
94967xxxx3 |
inf*@a*********.com |
3 |
2 |
|
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597 |
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Edward Jones - Financial Advisor: Hai B. Phan |
18426 Brookhurst St Ste 206 Fountain Valley, CA 92708 |
|
71496xxxx0 |
acc**********@e**********.com |
|
|
|
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|
87586 |
|
100000 |
|
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Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® |
1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626 |
|
71443xxxx4 |
a.j*********@e**********.com |
|
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278 |
3 |
286 |
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The Roya Cole Group - Morgan Stanley |
800 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94976xxxx0 |
acc**********@m************.com |
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Pacific Advisors |
1525 E Chapman Ave, Fullerton, CA 92831 |
|
71460xxxx9 |
dom*********@g***.com |
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Frontier Investment |
17992 Cowan, Irvine, CA 92614 |
|
94972xxxx0 |
|
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|
Askew Kabala & Co. Inc. |
242 W Main St, Tustin, CA 92780 |
|
71450xxxx0 |
con****@a**********.com |
|
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Row Asset Management |
450 Newport Center Dr, Newport Beach, CA 92660 |
|
94947xxxx1 |
ak@r****.com |
|
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Davidson Capital Investments |
Long Beach, CA 90814 |
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83332xxxx5 |
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Financial Network Investment Corporation |
2440 N Glassell St Ste U, Orange, CA 92865 |
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71497xxxx7 |
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Southern California Property Management Service |
117 Main St Unit 207, Huntington Beach, CA 92648 |
|
94990xxxx2 |
inf*@s**************************.com |
5 |
3 |
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Coastland Investment Properties, Inc. |
16892 Bolsa Chica St., Suite #203, Huntington Beach, CA 92649 |
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71462xxxx1 |
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Edward Jones - Financial Advisor: Ryan T Omoto, AAMS™ |
19900 Beach Blvd Suite I, Huntington Beach, CA 92648 |
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71496xxxx0 |
acc**********@e**********.com |
4.5 |
2 |
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87586 |
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100000 |
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Zuk C L & Associates |
22936 El Toro Rd, Lake Forest, CA 92630 |
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94947xxxx5 |
adm**@z***********.com |
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Van Dyke Inc Investment & Wealth Management |
18377 Beach Blvd Ste 325 Huntington Beach, CA 92648 |
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71437xxxx0 |
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MAP Alternative Asset Management Co |
620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 |
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94970xxxx0 |
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Spectrum Asset Management Inc. |
450 Newport Center Dr, Newport Beach, CA 92660 |
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94995xxxx1 |
ach***@m*********.com |
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166767 |
126 |
187000 |
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Triton Investment Advisors |
18672 Florida St Ste 202B, Huntington Beach, CA 92648 |
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71437xxxx0 |
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Warland Investments |
11155 Knott Ave Ste J Cypress, CA 90630 |
|
71489xxxx8 |
a.p*********@p**********.com |
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1 |
1 |
4.7 |
834 |
18891 |
1256 |
19000 |
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WMP Immigration |
3711 Long Beach Blvd Ste 4555 Long Beach, CA 90807 |
|
56256xxxx4 |
inf*@w*************.com |
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Pure Financial Advisors |
2020 Main St Ste 690 Irvine, CA 92614 |
|
94977xxxx0 |
abb********@p************.com |
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1667 |
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1700 |
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Signature Estates and Investment Advisors |
2010 Main St, Irvine, CA 92614 |
|
94970xxxx8 |
adm**@s***.com |
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AXONE CAPITAL |
4340 Von Karman Ave SUITE 250, Newport Beach, CA 92660 |
|
94972xxxx8 |
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Investor Solutions Group |
18377 Beach Blvd Ste 323, Huntington Beach, CA 92648 |
|
71484xxxx5 |
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Affinity Investment Advisors |
18111 Von Karman Ave Ste 550, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
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Thomas E Smith - Financial Advisor, Ameriprise Financial Services |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx0 |
dns*****@a***.com |
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Bryson Financial |
3777 Long Beach Blvd, Long Beach, CA 90807 |
|
56238xxxx1 |
ala**@b**************.com |
5 |
7 |
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737 |
256 |
737 |
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Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. |
9870 Research Dr Irvine, CA 92618 |
|
94971xxxx0 |
bbo***@d******************.com |
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4.2 |
6 |
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Oc Realty Advisors |
1 Technology Dr, Irvine, CA 92618 |
|
61224xxxx0 |
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5 |
1 |
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Raymond James Financial Services - W. Craig Walker, Cfp(r) |
305 N Harbor Blvd Ste 216, Fullerton, CA 92832 |
|
71444xxxx0 |
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Lifetime Paradigm, Inc. |
260 Newport Center Dr #100, Newport Beach, CA 92660 |
|
80081xxxx6 |
adm**@l***************.com |
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700 |
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703 |
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One Stop Realty & Financial |
14351 Euclid St Ste 1S Garden Grove, CA 92843 |
|
71465xxxx1 |
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5 |
14 |
4.6 |
22 |
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Edward Jones - Financial Advisor: Jason Jiang |
18200 Von Karman Ave Ste 560 Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
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5 |
2 |
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Barbara Stowell: LPL Financial Advisor |
9550 Warner Ave Ste 300, Fountain Valley, CA 92708 |
|
71496xxxx0 |
ahe*******@i**********.com |
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5 |
1 |
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Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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Swick Lam Assett Management |
940 S Coast Dr, Costa Mesa, CA 92626 |
|
71485xxxx0 |
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MCM Financial Group |
3 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94972xxxx5 |
mcm******@l**.com |
1 |
1 |
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Moler Capital Management |
8 Corporate Park, Irvine, CA 92606 |
|
94944xxxx3 |
mat****@m***********.com |
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Fidelity Investments |
1600 Newport Center Dr Suite 100, Newport Beach, CA 92660 |
|
80036xxxx0 |
a61****@f*******.com |
3.5 |
2 |
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329254 |
|
353000 |
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McDonnell Investment Management |
24872 Golden Vis, Laguna Niguel, CA 92677 |
|
94936xxxx2 |
b.c*****@m*******************.com |
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JDL Securities Corporation |
1001 Dove St, Newport Beach, CA 92660 |
|
94975xxxx6 |
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Newport Beach Vacation Properties |
813 E Balboa Blvd, Newport Beach, CA 92661 |
|
94973xxxx1 |
vac*****@n*******************.com |
3.8 |
36 |
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4.4 |
31 |
933 |
10 |
957 |
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Crossmark Financial |
1601 Dove St Ste 199, Newport Beach, CA 92660 |
|
94944xxxx0 |
bry**@c*****************.com |
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Mission Wealth |
1 Park Plz, Irvine, CA 92614 |
|
94928xxxx0 |
ach****@m************.com |
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Sanjay and Amrit Mathur |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
amr*********@r**.com |
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The McEwan Group - Morgan Stanley |
800 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
|
94971xxxx0 |
acc**********@m************.com |
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Karen Codman |
1165 E San Antonio Dr Ste G Long Beach, CA 90807 |
|
56272xxxx0 |
inf*@k**********.com |
|
39 |
5 |
2 |
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76 |
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AK Financial |
6 Venture Ste 390, Irvine, CA 92618 |
|
94978xxxx0 |
ak@a***************.com |
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5 |
17 |
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119 |
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SageView Advisory Group |
1920 Main St Ste 800, Irvine, CA 92614 |
|
80081xxxx2 |
ach**@s***************.com |
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150 |
6 |
158 |
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Jay DeRusso |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx8 |
acc************@f************.com |
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Concord Investment Council |
9811 Irvine Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
gid***@c******.com |
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52 |
2 |
53 |
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Confluence Wealth Management Group - Ameriprise Financial Services |
12842 Valley View St Ste 104, Garden Grove, CA 92845 |
|
71424xxxx0 |
cam**********@a***.com |
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16 |
15 |
20 |
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Tyler James Pace, CPA, MAFM |
3000 Ladrillo Aisle, Irvine, CA 92606 |
|
94942xxxx5 |
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Treussard Capital Management LLC |
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|
94977xxxx6 |
jon*****@t********.com |
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John Stokes Financial |
2030 Main St Ste 1300 Irvine, CA 92614 |
|
94947xxxx5 |
ala**@j******************.com |
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3.8 |
4 |
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South Coast Wealth Management |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
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Fifth Third Private Bank - Noel Hamilton |
500 Newport Center Dr # 800, Newport Beach, CA 92660 |
|
94961xxxx7 |
adr************@5*.com |
1.8 |
11 |
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Access Inc |
19762 Macarthur Blvd, Irvine, CA 92612 |
|
94975xxxx0 |
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Plus EV Capital |
5000 Birch St. Suite 3000, Newport Beach, CA 92660 |
|
94937xxxx0 |
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The March Group |
7545 Irvine Center Dr, Irvine, CA 92618 |
|
94962xxxx5 |
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Terrada Investment Corp |
4940 Campus Dr Ste C, Newport Beach, CA 92660 |
|
94975xxxx0 |
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BKM Capital Partners |
1701 Quail St #100, Newport Beach, CA 92660 |
|
94956xxxx0 |
aar**@b*****************.com |
5 |
3 |
|
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5 |
5 |
81 |
19 |
93 |
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Needleman Asset Management |
1301 Dove St, Newport Beach, CA 92660 |
|
94938xxxx0 |
ach***@m*********.com |
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SoCal Financial Planning |
2552 Walnut Ave Ste 145 Tustin, CA 92780 |
|
94937xxxx4 |
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5 |
1 |
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APEX Investment Planning Services |
424 32nd St Ste A, Newport Beach, CA 92663 |
|
94966xxxx0 |
bai****@b*******.com |
|
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Diversified Real Property Management |
180 E Main St Ste 101, Tustin, CA 92780 |
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71454xxxx5 |
ahm**@d********.com |
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California Financial & Real Estate Center |
16531 Bolsa Chica St, Huntington Beach, CA 92649 |
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71484xxxx2 |
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Unique Investment Corps |
7028 Kearny Dr, Huntington Beach, CA 92648 |
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71484xxxx0 |
inf*@u*************.com |
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Charles Fish Investments |
2010 Main St Ste 130, Irvine, CA 92614 |
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94929xxxx0 |
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Liberty Capital Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
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94972xxxx8 |
agr****@l****************.com |
5 |
4 |
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Trustee Corp |
30 Corporate Park Ste 400, Irvine, CA 92606 |
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94925xxxx0 |
abu****@t***********.com |
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5 |
7 |
245 |
15 |
245 |
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Raymond James |
14102 Montgomery Dr, Westminster, CA 92683 |
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71489xxxx3 |
aar************@r***********.com |
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Veterans Financial Group |
765 The City Dr S Ste 390 Orange, CA 92868 |
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71478xxxx2 |
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5 |
11 |
5 |
1 |
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The Freedom Way |
19361 Broookhurst St Ste 16 Huntington Beach, CA 92646 |
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71447xxxx6 |
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Kayne Anderson Rudnick |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
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80023xxxx4 |
aar******@k****.com |
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Edward Jones - Financial Advisor: Scott P Smith |
16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649 |
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71437xxxx0 |
a.j*********@e**********.com |
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87586 |
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100000 |
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MHG Capital |
520 Newport Center Dr Flr. 2, Newport Beach, CA 92660 |
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94920xxxx5 |
inf*@m*********.com |
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Hollencrest Securities |
3501 Jamboree Rd, Newport Beach, CA 92660 |
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94973xxxx5 |
ac@h**********.com |
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California Private Wealth Management |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
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94921xxxx9 |
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Integrity Wealth Management |
3991 MacArthur Blvd, Newport Beach, CA 92660 |
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94995xxxx8 |
eve***@i***********.com |
5 |
2 |
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139 |
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146 |
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Asset Management |
417 S Broadway, Santa Ana, CA 92701 |
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94928xxxx9 |
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AMIP Lending |
3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 |
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56273xxxx5 |
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Fair Trade Real Estate |
5 Park Plz Ste 1150, Irvine, CA 92614 |
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94997xxxx8 |
a30*************************************@w*****************.com |
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5 |
15 |
871 |
85 |
981 |
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Clearview Investment Partners |
250 Newport Center Dr Ste 300, Newport Beach, CA 92660 |
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94920xxxx0 |
fir**@c******.com |
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Newport Equity Partners |
2901 W Coast Hwy Newport Beach, CA 92663 |
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94925xxxx6 |
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Sol Terra Estates & Lending Inc. |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
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94962xxxx5 |
geo***@s**************.com |
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363 |
7 |
354 |
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Wealth Strategies Group |
950 S Coast Dr Ste 115, Costa Mesa, CA 92626 |
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71438xxxx0 |
inf*@w********************.com |
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16 |
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18 |
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Raymond James Financial Services |
3444 E Anaheim St, Long Beach, CA 90804 |
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56273xxxx5 |
aar************@r***********.com |
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Wirth Financial Services |
17941 Mitchell S, Irvine, CA 92614 |
|
94985xxxx5 |
joh*@t********.com |
5 |
2 |
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Rialto Capital Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
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94938xxxx0 |
aar********@r************.com |
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Merrill Lynch Wealth Management |
24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653 |
|
94985xxxx0 |
ban********************@m*.com |
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Triad Investment Management |
1301 Dove St Ste 1080, Newport Beach, CA 92660 |
|
94967xxxx1 |
con****@t******.com |
3.7 |
3 |
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92 |
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Soojinda Investment Management |
7475 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx5 |
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Charles Schwab |
16 Corporate Plaza Dr Newport Beach, CA 92660 |
|
94971xxxx8 |
abc******@s*****.com |
5 |
5 |
2.8 |
20 |
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ClearPath Financial and Insurance Solutions |
1100 Town And Country Rd Ste 1250 Orange , CA 92868 |
|
95125xxxx6 |
ada*******@c**********.net |
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5 |
2 |
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76 |
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Cerritos Garp |
12831 Towne Center Dr, Cerritos, CA 90703 |
|
56286xxxx3 |
aar**@p************.com |
4.4 |
377 |
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PruVise, Inc |
4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660 |
|
94979xxxx4 |
leg**@c************.com |
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5 |
1 |
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Jim Warren - Financial Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
90939xxxx9 |
cam**********@a***.com |
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Unique Property Management |
950 S Coast Dr, Costa Mesa, CA 92626 |
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71484xxxx0 |
upm@u*************.com |
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Edward Jones - Financial Advisor: Felicia Y Gonzalez |
5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
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85136 |
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76 |
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Reliant Account Management |
1900 Quail St, Newport Beach, CA 92660 |
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94985xxxx4 |
bra**@r***********.com |
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Gary’s Hsu CPA Cfp |
172 N Tustin St Ste 101 Orange, CA 92867 |
|
71499xxxx1 |
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5 |
1 |
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Tina Chou - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
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Affinity Investment Advisors |
18191 Von Karman Ave Ste 420, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
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Robert Breen - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
and*****************@f*******.com |
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61 |
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Whittier Trust |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
71454xxxx0 |
bfi****@w************.com |
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Mercury Partners |
140 Newport Center Dr, Newport Beach, CA 92660 |
|
94953xxxx2 |
dav**@m*******.com |
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Kremer Co |
260 Newport Center Dr, Newport Beach, CA 92660 |
|
94975xxxx2 |
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Securities America Inc |
2543 E Denise Ave, Orange, CA 92867 |
|
71499xxxx6 |
aad********@s****************.com |
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Pacific Financial Plaza |
880 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
jan*****@i******************.com |
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1307 |
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Kyoto National |
9938 Bolsa Ave Westminster, CA 92683 |
|
71477xxxx1 |
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Duttenhofer Advisory Group |
1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651 |
|
94949xxxx0 |
inf*@o****************.com |
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Investment Brokerage |
2721 E Coast Hwy, Corona Del Mar, CA 92625 |
|
94956xxxx1 |
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C F G Investments |
17220 Newhope St Ste 224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
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Professional Equities Inc |
23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653 |
|
94995xxxx7 |
907*************************************@w*****************.com |
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Al Frank Asset Management Inc |
30 Enterprise Ste 210, Aliso Viejo, CA 92656 |
|
94960xxxx0 |
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Hsu Investment Company |
1491 Santa Fe Dr, Tustin, CA 92780 |
|
71425xxxx8 |
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Edward Jones - Financial Advisor: Jade Berniard |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
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Noble Tax Specialists |
4299 MacArthur Ste 100 Newport Beach, CA 92660 |
|
88827xxxx8 |
aj@n******.com |
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4.3 |
6 |
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2 |
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Edward Jones - Financial Advisor: James B Johnson |
27001 Moulton Pkwy, Aliso Viejo, CA 92656 |
|
94936xxxx4 |
a.j*********@e**********.com |
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Transformation, LLC |
105 Main St, Newport Beach, CA 92661 |
|
32362xxxx5 |
joh*******@t*********************.com |
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Edward Jones |
3916 Atlantic Ave, Long Beach, CA 90807 |
|
56298xxxx2 |
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Firehorse Enterprise |
25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630 |
|
95170xxxx3 |
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Dynamic Property Group, LLC |
5500 Bolsa Ave #201, Huntington Beach, CA 92649 |
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71474xxxx3 |
rec******@d*****.com |
4.1 |
39 |
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Viking International Investment Real Estate Financial Services |
4570 Campus Dr Ste 35, Newport Beach, CA 92660 |
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94925xxxx0 |
abr****@v***********.com |
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351 |
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355 |
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US Credit Collection Agency |
9891 Irvine Center Dr, Irvine, CA 92618 |
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94924xxxx9 |
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Retirement Planning Newport Beach | Miramontes Capital |
4701 Teller Ave, Newport Beach, CA 92660 |
|
94940xxxx0 |
ang**********@m****************.com |
5 |
25 |
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Triad Investment Management |
1301 Dove St Ste 330, Newport Beach, CA 92660 |
|
94985xxxx2 |
con****@t******.com |
3.7 |
3 |
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Financial Resources Group |
610 Newport Center Dr Ste 200 Newport Beach, CA 92660 |
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94995xxxx5 |
inf*@f********************.com |
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2.8 |
6 |
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Capstone Lending Corp |
6061 Dale St, Buena Park, CA 90621 |
|
71452xxxx1 |
but**@c**************.com |
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76 |
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79 |
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Edward Jones - Financial Advisor: Stephen Roh |
18200 Von Karman Ave Ste 560, Irvine, CA 92612 |
|
94975xxxx3 |
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Centricity Financial |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
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94944xxxx5 |
inf*@c******************.com |
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The LBL Group |
3631 S Harbor Blvd Ste 200 Santa Ana, CA 92704 |
|
65723xxxx0 |
ale*@l*******.com |
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FINANCE AGENTS |
20281 SW Birch St #200, Newport Beach, CA 92660 |
|
94925xxxx0 |
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4.8 |
6 |
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TIAA Financial Services |
19200 Von Karman Ave 4th Fl, Irvine, CA 92612 |
|
87720xxxx0 |
acc******************@t***.org |
3 |
2 |
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90938 |
529 |
91000 |
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Richey Advisors |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
71444xxxx6 |
inf*@r****.com |
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28 |
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California Commercial Real Estate Services |
1800 Quail St, Newport Beach, CA 92660 |
|
94979xxxx0 |
ada***@c******.org |
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TBG EQUITY |
23 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94929xxxx5 |
n@t********.com |
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Edward Jones |
12341 Newport Ave Suite B-100, Santa Ana, CA 92705 |
|
71483xxxx0 |
a.j*********@e**********.com |
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15 |
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Roman Risk & Insurance Services |
8707 Research Dr, Irvine, CA 92618 |
|
94968xxxx2 |
inf*@i*****.com |
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94 |
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Allstate Personal Financial Representative: Eddie Millan |
117 S Harbor Blvd, Santa Ana, CA 92704 |
|
62648xxxx9 |
a****00@a*******.com |
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Sun Capital Management |
5 Park Plz, Irvine, CA 92614 |
|
94922xxxx8 |
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Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™ |
15061 Springdale St Suite 106, Huntington Beach, CA 92649 |
|
71489xxxx2 |
acc**********@e**********.com |
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11 |
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Five B Investment |
903 W 17th Street Ofc Costa Mesa, CA 92627 |
|
94963xxxx3 |
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Stifel - Van Horn Financial Group |
6700 E Pacific Coast Hwy Ste 230 Long Beach, CA 90803 |
|
56248xxxx7 |
sem*******@s*****.com |
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4780 |
|
5200 |
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Wealth Management Services Inc |
12676 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx9 |
inf*@w****.com |
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Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
ado********@a***.com |
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295 |
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296 |
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Mka Capital Group Advisors |
1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660 |
|
94972xxxx0 |
adm**@m*****.com |
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Odell’s Investment |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx9 |
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Morgan Stanley Wealth Management |
650 Town Center Dr Ste 100, Costa Mesa, CA 92626 |
|
71495xxxx0 |
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Aristotle Capital MGMT |
840 Newport Center Dr, Newport Beach, CA 92660 |
|
94999xxxx0 |
abe********@a***********.com |
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5000 |
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Edward Jones - Financial Advisor: Nailah Khan |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
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Howell & Associates, LLP |
2400 Newport Blvd, Costa Mesa, CA 92627 |
|
71498xxxx3 |
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l squared capital |
3434 Via Lido, Newport Beach, CA 92663 |
|
94939xxxx8 |
aki****@l**********.com |
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Edward Jones - Financial Advisor: Scott C Assali, AAMS™|CRPS™ |
20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648 |
|
71453xxxx7 |
a.j*********@e**********.com |
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114 |
|
118 |
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Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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Dilday & Associates |
6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803 |
|
56259xxxx5 |
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Mercapital |
10900 183rd St, Cerritos, CA 90703 |
|
56240xxxx0 |
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Edward Jones - Financial Advisor: Wilbur M Salazar |
12792 Valley View St Ste F, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
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|
87385 |
|
100000 |
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Primerica Financial Services |
16835 Algonquin St # 209, Huntington Beach, CA 92649 |
|
71490xxxx4 |
a.-*******************@p********.com |
4.5 |
2 |
|
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|
149620 |
3790 |
162000 |
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41 North |
160 Newport Center Dr #220, Newport Beach, CA 92660 |
|
94964xxxx1 |
inf*@4*******.com |
5 |
2 |
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|
TCI Corp |
Serving theHuntington Beach Area |
|
94949xxxx5 |
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|
Jerris Wealth Management Group, Inc. |
5 Corporate Park, Irvine, CA 92606 |
|
94986xxxx7 |
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JST Investment Consulting, RIA |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56299xxxx8 |
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City National Bank - Long Beach Main |
100 Oceangate Ste 350 Long Beach, CA 90802 |
|
56262xxxx0 |
abc*******@c**.com |
3.6 |
5 |
4.7 |
13 |
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|
5371 |
151 |
5900 |
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Olson Management |
4000 Westerly Pl Ste 245, Newport Beach, CA 92660 |
|
94947xxxx1 |
aad********@s****************.com |
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The Chartist Inc |
5122 Katella Ave Ste 200, Los Alamitos, CA 90720 |
|
56259xxxx5 |
con******@t**********.com |
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Benefit Funding Retirement |
138 S Imperial Hwy, Anaheim, CA 92807 |
|
71492xxxx5 |
ade*********@b*******************.com |
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RCP Advisors |
620 Newport Center Dr, Newport Beach, CA 92660 |
|
94921xxxx0 |
a.j*********@e**********.com |
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Menlo Equities |
Serving theHuntington Beach Area |
|
94975xxxx1 |
a****@m************.com |
|
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|
Mitchel, Smith & Associates |
250 El Camino Real Ste 200 Tustin, CA 92780 |
|
71473xxxx9 |
|
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5 |
2 |
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Surlamer Investments |
4343 Von Karman Ave, Newport Beach, CA 92660 |
|
94964xxxx1 |
ath***@s*******.com |
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Asset Investment Property |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx6 |
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|
Edward Jones - Financial Advisor: Stephanie Bartels |
2540 Main St, Irvine, CA 92614 |
|
94986xxxx6 |
a.j*********@e**********.com |
|
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|
87358 |
|
99000 |
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|
Williams Tax & Financial Services |
4474 Cerritos Ave Los Alamitos, CA 90720 |
|
56249xxxx3 |
inf*@w**********************.com |
4.8 |
23 |
4.8 |
17 |
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American Capital Aquisitions |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
71498xxxx2 |
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|
Miramontes Capital |
4701 Teller Ave Newport Beach, CA 92660 |
|
80046xxxx5 |
ang**********@m****************.com |
5 |
25 |
4.3 |
23 |
|
|
1920 |
6 |
1900 |
|
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|
Adam MacDonald |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx4 |
add********@f************.com |
|
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Right Now Management |
1442 E Lincoln Ave, Orange, CA 92865 |
|
65754xxxx1 |
|
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|
Charles Schwab |
2399 Seal Beach Blvd Ste 101 Seal Beach, CA 90740 |
|
80079xxxx3 |
car**************@s*****.com |
3.9 |
9 |
3.2 |
12 |
|
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Steven R Earley Financial Services |
Tustin, CA 92780 |
|
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1 |
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Stifel | Ron Witter |
520 Newport Center Dr Ste 1500, Newport Beach, CA 92660 |
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94925xxxx9 |
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Accredited Investment Management |
2030 Main St Ste 1300, Irvine, CA 92614 |
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94967xxxx5 |
abh***********@k***.com |
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Independent Capital Management |
Newport Beach, CA 92660 |
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94945xxxx0 |
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Sedona Imperial |
2901 West Coast Hwy, Newport Beach, CA 92663 |
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31036xxxx2 |
738*************************************@w*****************.com |
5 |
1 |
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Rafael A De Vengoechea - Morgan Stanley |
800 Newport Center Dr Ste 500, Newport Beach, CA 92660 |
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94971xxxx1 |
acc**********@m************.com |
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Elkoll Investment Co.,Inc |
1120 Bristol St, Costa Mesa, CA 92626 |
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71442xxxx8 |
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The Rand Group |
23 Corporate Plaza Dr #130, Newport Beach, CA 92660 |
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94956xxxx6 |
tea*@t***********.com |
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64 |
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68 |
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Abi Ltd |
23276 S Pointe Dr, Laguna Hills, CA 92653 |
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94985xxxx6 |
cin**@a******.com |
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Gregory Zappas |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx4 |
aos*****@f************.com |
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Jynormus LLC |
19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 |
|
94943xxxx2 |
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Advanced Financial Strategies Inc |
5 Hubble, Irvine, CA 92618 |
|
94945xxxx0 |
pie***@**w.afsplanning |
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Wealth Management Solutions |
4000 Macarthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
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58 |
4 |
62 |
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Raymond James Financial Services |
4501 Cerritos Ave, Cypress, CA 90630 |
|
56252xxxx0 |
aar************@r***********.com |
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17355 |
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Occhino & Associates |
17220 Newhope St Ste 216, Fountain Valley, CA 92708 |
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71470xxxx0 |
aar************@r***********.com |
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Real Estate Management |
1219 Goldenrod Ave, Corona Del Mar, CA 92625 |
|
94983xxxx2 |
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Mission Capital Advisors |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
88865xxxx7 |
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Elite Advisory Group |
2130 Main St Ste 130 Huntington Beach, CA 92648 |
|
71496xxxx8 |
bma**@e*****************.com |
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3.7 |
3 |
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Millennium Pacific Asset Management |
16331 Golden Gate Ln Huntington Beach, CA 92649 |
|
71484xxxx8 |
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TD Ameritrade |
6636 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
80066xxxx0 |
aam***********@t***********.com |
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393051 |
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400000 |
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Joe Christiansen - Berkshire Hathaway HomeServices |
18600 MacArthur Blvd Ste 150 Irvine, CA 92612 |
|
94963xxxx4 |
inf*@b*************.com |
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5 |
2 |
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10862 |
238 |
11000 |
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SWAN Wealth Management Group |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx4 |
dav*************@r**.com |
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54 |
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Greystar Real Estate Partners |
620 Newport Center Dr, Newport Beach, CA 92660 |
|
94970xxxx0 |
aam******@g*******.com |
1.7 |
56 |
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24229 |
|
25000 |
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Silversage Advisors |
19200 Von Karman Ave Ste 500, Irvine, CA 92612 |
|
94922xxxx5 |
dsa***@s*****************.com |
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DNP Financial Tax & Services |
14541 Brookhurst St Ste C2 Westminster, CA 92683 |
|
88822xxxx2 |
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5 |
1 |
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Investment Property Group |
4770 Campus Dr Ste 220, Newport Beach, CA 92660 |
|
94986xxxx4 |
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Accurate & Confidential Tax Service |
2140 W Chapman Ave Ste 112 Orange, CA 92868 |
|
71436xxxx8 |
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5 |
1 |
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JST Investment Consulting |
3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740 |
|
56299xxxx8 |
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5 |
2 |
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iAsset Property Management |
9801 Irvine Center Dr, Irvine, CA 92618 |
|
94939xxxx1 |
con********@i*********.com |
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Back Bay Investment Group |
3857 Birch St Ste 195, Newport Beach, CA 92660 |
|
91949xxxx6 |
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JMB Financial Managers |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
94925xxxx4 |
jac********@c*************.com |
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OC Wealth Coach |
17742 Irvine Blvd Ste 200 Tustin, CA 92780 |
|
71483xxxx3 |
tre**@o************.com |
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5 |
2 |
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Brunner Financial & Insurance Solutions |
1439 W Chapman Ave, Orange, CA 92868 |
|
71488xxxx1 |
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Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™ |
505 S Villa Real Ste 201, Anaheim, CA 92807 |
|
71463xxxx8 |
a.j*********@e**********.com |
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87630 |
|
100000 |
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Newport Venture Capital |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94964xxxx1 |
jsm***@n********.com |
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SD TAX SERVICE |
18000 Studebaker Rd #700, Cerritos, CA 90703 |
|
56246xxxx7 |
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Capital Investment Network |
414 Walnut Ave #5158, Huntington Beach, CA 92648 |
|
71496xxxx9 |
cre******@c***********************.com |
5 |
1 |
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Rowe, Richard B, PHD |
2120 Main St, Huntington Beach, CA 92648 |
|
71496xxxx2 |
aad********@s****************.com |
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Spahr Financial Group |
18682 Beach Blvd Ste 235 Huntington Beach, CA 92648 |
|
17149xxxxx0 |
joh*******@s*************.com |
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Alpha Cubed Investments |
18301 Von Karman Ave # 900, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
4.5 |
6 |
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Darany Michael A |
17802 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
jls@m*******.com |
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Securities America Advisors-Ken Mascari |
22954 El Toro Rd, Lake Forest, CA 92630 |
|
94945xxxx0 |
aad********@s****************.com |
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Thomas Kreidt - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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Parker Leland & Associates |
16902 Bolsa Chica St Huntington Beach, CA 92649 |
|
71484xxxx4 |
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Jason Niles Burch - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
42434xxxx8 |
dns*****@a***.com |
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Solis Capital Partners |
23 Corporate Plaza Dr #215, Newport Beach, CA 92660 |
|
94929xxxx0 |
aar****@s***********.com |
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Scalco Financial - Tax and Wealth Management |
13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740 |
|
56243xxxx0 |
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Allstate Personal Financial Representative: Matt Oelschlager |
10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720 |
|
94939xxxx2 |
a****00@a*******.com |
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Silver Platter Realty |
7071 Warner Ave, Huntington Beach, CA 92647 |
|
65721xxxx4 |
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Larry Aguayo - Financial Advisor, Ameriprise Financial Services |
3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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53 |
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Brian Friestman - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx7 |
bri************@a***.com |
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Reo World Inc |
19 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94947xxxx0 |
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Principal Financial Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
a.s****@p********.com |
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68212 |
230 |
70000 |
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Ambassador Wealth Management, LLC |
5101 E La Palma Ave Ste 100b, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
|
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240 |
|
236 |
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Edward Jones - Financial Advisor: Angela L Choo, CRPS™ |
1100 S Coast Hwy, Laguna Beach, CA 92651 |
|
94949xxxx9 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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Solomon Financial Mortgage & Realty, Inc. |
3400 Irvine Ave # 221, Newport Beach, CA 92660 |
|
71440xxxx4 |
|
5 |
79 |
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Rockefeller Capital Management |
23 Corporate Plaza, Ste 246, Newport Beach, CA 92660 |
|
94973xxxx4 |
abc****@r*****.com |
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Edward Jones - Financial Advisor : Jessie E Norton |
485 E 17th St Ste 100 Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
|
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24seven Hotels - Twenty Four Seven Hotels - 247 Hotels |
520 Newport Center Dr #520, Newport Beach, CA 92660 |
|
94973xxxx0 |
aar***@2********.com |
4.5 |
26 |
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911 |
189 |
916 |
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Diversified Securities |
6700 E Pacific Coast Hwy Ste 150 Long Beach, CA 90803 |
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71452xxxx9 |
a.m*****@d******.com |
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1 |
1 |
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Edward Jones - Financial Advisor: Bradey Jameson, AAMS® |
1501 Westcliff Dr Ste 307 Newport Beach, CA 92660 |
|
94961xxxx5 |
acc**********@e**********.com |
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5 |
1 |
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87605 |
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100000 |
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Financial Advisors Network |
1432 Edinger Ave Ste 200, Tustin, CA 92780 |
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71459xxxx0 |
doe*****@f***********************.net |
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178 |
6 |
213 |
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Klein Financial Advisors |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
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94947xxxx0 |
geo***@g*******.com |
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225 |
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Integrity Wealth Management & Insurance Services |
6101 Ball Rd Ste 205, Cypress, CA 90630 |
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71494xxxx5 |
mil**@i****.com |
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Dewane Investment Strategies - Raymond James Financial |
2701 W Coast Hwy Newport Beach, CA 92663 |
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94963xxxx0 |
aar************@r***********.com |
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17482 |
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18000 |
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Doug Bailey-RBC Wealth Management Branch Director |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx4 |
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Acorns Grow Inc |
5300 California Ave Bldg 1, Irvine, CA 92617 |
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85573xxxx9 |
cop******@a*****.com |
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STARCARE Associates, Inc. |
23 Corporate Plaza # 242, Newport Beach, CA 92660 |
|
94975xxxx3 |
inf*@s*******.net |
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Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ |
101 Main St Ste D, Seal Beach, CA 90740 |
|
56279xxxx9 |
a.j*********@e**********.com |
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177 |
3 |
182 |
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Richland Communities |
3161 Michelson Dr, Irvine, CA 92612 |
|
94926xxxx0 |
bco****@r******************.com |
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Bogie Investment Group Inc |
1 World Trade Ctr, Long Beach, CA 90831 |
|
56273xxxx7 |
aca********@p****************.com |
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Independent Capital Management - An Orange County Financial Advisor |
695 Town Center Dr # 530, Costa Mesa, CA 92626 |
|
94945xxxx0 |
a.a@i***********.com |
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13516 |
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13000 |
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Keep It Simple Financial Planning |
333 City Dr Ste 1700 Orange, CA 92868 |
|
87741xxxx2 |
con****@k********************.com |
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5 |
9 |
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2528 |
5 |
3800 |
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Quest Capital Investments |
16480 Harbor Blvd Fountain Valley, CA 92708 |
|
71477xxxx0 |
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Claremont Financial Group Inc |
245 Fischer Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
dan@c*****************.com |
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Udm Capital Partners |
3633 W Macarthur Blvd, Santa Ana, CA 92704 |
|
94922xxxx0 |
inf*@e**********.com |
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Ethical Asset Investing Inc |
745 Termino Ave, Long Beach, CA 90804 |
|
51090xxxx3 |
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Honari, Pedram |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx7 |
ale*********@m*.com |
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Portfoliorx |
2082 Michelson Dr, Irvine, CA 92612 |
|
94944xxxx7 |
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Shin, Stephen |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx2 |
rbc*********@r**.com |
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12815 |
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Kim Ngo Life Insurance & Investment |
9529 Bolsa Ave Westminster, CA 92683 |
|
71490xxxx5 |
a****00@a*******.com |
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Spach & Associates - Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
88880xxxx1 |
dns*****@a***.com |
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27 |
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Michael Schmitt - Financial Advisor, Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx9 |
bri***********@a***.com |
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16 |
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16 |
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Real Estate Investment Management Service |
16110 Bonaire Cir, Huntington Beach, CA 92649 |
|
71484xxxx7 |
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Edward Jones Investments |
5150 E Pacific Coast Hwy Long Beach, CA 90804 |
|
56296xxxx4 |
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5 |
1 |
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uDirect IRA Services |
8 Corporate Park Ste 300 Irvine, CA 92606 |
|
71483xxxx6 |
adm***********@u*********.com |
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3.8 |
59 |
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Newport Coast Capital Management |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
94933xxxx6 |
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Elite Advisory Group, LLC. |
2134 Main St #240, Huntington Beach, CA 92648 |
|
88896xxxx6 |
bma**@e*****************.com |
3 |
2 |
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50 |
4 |
51 |
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James Hendries - LPL Financial |
7777 Center Ave Unit 120, Huntington Beach, CA 92647 |
|
71479xxxx4 |
jam***********@l**.com |
4.4 |
7 |
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157 |
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162 |
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1st National Capital Corp |
26050 Towne Centre Dr, Laguna Hills, CA 92653 |
|
94970xxxx0 |
abl***@f*******.com |
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Towneley Capital Management Inc |
23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653 |
|
94983xxxx0 |
car***@t*******.com |
5 |
2 |
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Mike Hernandez - Trilogy Financial |
2601 Main St Ste 200 Irvine, CA 92614 |
|
94922xxxx5 |
a.r*****@t********.com |
|
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5 |
1 |
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Jnyau Investments |
Garden Grove, CA 92843 |
|
71484xxxx6 |
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Pinecreek Investment Co |
5000 Birch St, Newport Beach, CA 92660 |
|
94947xxxx0 |
aac******@p***************.net |
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Theresa Allen |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx5 |
acc************@f************.com |
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Hap Cole - Ameriprise Financial Services |
8212 Wildwood Dr Huntington Beach, CA 92646 |
|
71453xxxx2 |
dns*****@a***.com |
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McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
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278 |
|
295 |
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Edward Jones |
7755 Center Ave Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
|
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5 |
2 |
|
|
86726 |
|
98000 |
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Marino Investment Company |
3636 Birch St, Newport Beach, CA 92660 |
|
94997xxxx2 |
eri*@m****************.com |
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Hobert Wealth Management |
23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660 |
|
80074xxxx8 |
hob*****@h*********************.com |
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5 |
1 |
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Newport Center Wealth Management - UBS Financial Services Inc. |
888 San Clemente Dr Ste 300, Newport Beach, CA 92660 |
|
94971xxxx7 |
abc***@u**.com |
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Edward Jones - Financial Advisor: Mark R Steeber, AAMS |
20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648 |
|
71453xxxx7 |
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Edward Jones - Financial Advisor: Lucy E Walther, CFP® |
4100 Newport Place Dr Ste 190, Newport Beach, CA 92660 |
|
94925xxxx0 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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The Investment & Money Management Group |
2522 Chambers Rd, Tustin, CA 92780 |
|
71457xxxx8 |
aad********@s****************.com |
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Daikovich Financial Services |
7453 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx0 |
ver***********@l**.com |
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Equity Office Mngn |
16775 Von Karman Ave, Irvine, CA 92606 |
|
94968xxxx4 |
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Luis Orama, CFP , CRPC |
520 Newport Center Dr #1700, Newport Beach, CA 92660 |
|
94975xxxx2 |
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E Angel |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx6 |
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K D Development Co |
11552 Markon Dr, Garden Grove, CA 92841 |
|
71423xxxx2 |
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|
Edward Jones - Financial Advisor: Rachael E. Yohai |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
|
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36 |
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|
Cooper McManus Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
61255xxxx5 |
aco****@c************.com |
5 |
2 |
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|
Granite Investment Group |
2 Park Plz Ste 800, Irvine, CA 92614 |
|
94947xxxx0 |
abo*****@g****************.com |
5 |
1 |
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|
The Institute for Investment Management Consultants |
4600 Campus Dr Ste 102, Newport Beach, CA 92660 |
|
94925xxxx2 |
|
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|
New Wealth Advisors Club |
3333 Michelson Dr Ste 300 Irvine, CA 92612 |
|
95144xxxx2 |
ale******@n********************.com |
|
|
4.5 |
55 |
|
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|
Primior Management |
620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660 |
|
94952xxxx7 |
adv*****@p******.com |
|
|
5 |
1 |
|
|
982 |
|
1000 |
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Rowe Richard B Cfp |
2120 Main St Huntington Beach, CA 92648 |
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71496xxxx2 |
aad********@s****************.com |
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Orange County Associates |
250 N Golden Circle Dr, Santa Ana, CA 92705 |
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71497xxxx3 |
d.s*****@o*********************.com |
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Tower 68 Financial Advisors |
610 Newport Center Dr #1520, Newport Beach, CA 92660 |
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94994xxxx0 |
inf*@t******.com |
4 |
2 |
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28 |
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34 |
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20 20 Financial Advisers |
575 Anton Blvd Ste 150, Costa Mesa, CA 92626 |
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71443xxxx9 |
ast*******@2*****.com |
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Canterbury Consulting Inc. |
610 Newport Center Dr #500, Newport Beach, CA 92660 |
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94972xxxx0 |
ade*******@c*******************.com |
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