Business List: Investment Management Firms in Huntington Beach, CA, United States

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Edward Jones - Financial Advisor: Teddy Squilanti 950 S Coast Dr Ste 240, Costa Mesa, CA 92626
71454xxxx1 a.j*********@e**********.com 5
IPX1031 - Investment Property Exchange Services, Inc. 4400 Macarthur Blvd #320, Newport Beach, CA 92660
94962xxxx9 ann********@i******.com 5 15 1300
Mortgage Vintage, Inc. 260 Newport Center Dr, Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com
Equity Investments Group 16331 Gothard St Huntington Beach, CA 92647 71484xxxx1 1 1
Jorey Bernstein Private Wealth Management 660 Newport Center Dr Suite 470, Newport Beach, CA 92660 31096xxxx9 jor**@b*****************************.com 5 3
Woodson Wealth Management San Diego, CA 92130
85892xxxx0 adm**@w********.com 3 2 188 57
J P Morgan Securities 660 Newport Center Dr, Newport Beach, CA 92660
94946xxxx0 dav***********@j*******.com
Ranchharbor 1201 Dove St, Newport Beach, CA 92660
94922xxxx0 inf*@r**********.com
Northern Trust 660 Newport Center Dr Suite 1100, Newport Beach, CA 92660
94971xxxx0 ams*************@n***.com 4.5 4 9138 9600
Doug Bailey - RBC Wealth Management Branch Director 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
Cambridge Financial Partners 20151 SW Birch St STE 250, Newport Beach, CA 92660
94924xxxx0 car*************@c**********.com
Archimedes Asset Management, Inc 140 Newport Center Dr Suite 270, Newport Beach, CA 92660
42490xxxx0 lou@a***********.com
Edward Jones - Financial Advisor: Brian Harding 16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Sam Valero Jr 3532 Howard Ave Ste 103, Los Alamitos, CA 90720
56249xxxx3 a.j*********@e**********.com 178 182
Pacific One Properties 18377 Beach Blvd, Huntington Beach, CA 92648
88873xxxx4 ma**@p**************.com 5 8 5 29 11975 114 11000
PMI Beachside 7222 Edinger Ave Ste 200, Huntington Beach, CA 92647
71491xxxx0 aar**@p********************.com 39606 129 39000
Mont Pelerin 660 Newport Center Dr, Newport Beach, CA 92660 94970xxxx7
Dinh Investments 15058 Moran St Westminster, CA 92683 71489xxxx8
Conscious Capital Advisors 4533 MacArthur Blvd Ste A-2139, Newport Beach, CA 92660
21334xxxx7 inf*@c***************.pro
Signature Resources Capital Management, LLC 120 Newport Center Dr #100, Newport Beach, CA 92660
94926xxxx6 ale**@s***********.com 1 1
Advanced Planning Wealth Management Group 4770 Campus Dr Ste 210, Newport Beach, CA 92660
94950xxxx0 ada*@t*********.org 4.7 15 53 9 57
Signature Resources Capital Mangement 16755 Von Karman Ave, Irvine, CA 92606 94926xxxx6 ale**@s***********.com
Investments 5011 Argosy Ave Huntington Beach, CA 92649 71489xxxx2
AB Capital 15 Corporate Plaza Dr, Newport Beach, CA 92660
94949xxxx0
OTA Real Estate 17780 Fitch Ste 107 Irvine, CA 92614
94965xxxx5 dom****@h**********.com 4 1
Pelorus Equity Group 124 Tustin Ave Suite 200, Newport Beach, CA 92663
94972xxxx3 inf*@p********.com
Hewitt Investment Advisory 6 Venture Ste 200, Irvine, CA 92618
94972xxxx4 *nn*@o**************.com
The Bailey Group - RBC Wealth Management 6700 E Pch Hwy Ste 280 Long Beach, CA 90803
56279xxxx8 1 1
Regal Wealth Group - Fee Only Investment Advisor 12501 Seal Beach Blvd #280, Seal Beach, CA 90740 56279xxxx9
William Allan Investment Advisors 4000 Long Beach Blvd Ste 202 Long Beach, CA 90807
80067xxxx9 and***@w********.com
California Title Loans 2102 Business Center Dr Ste 130, Irvine, CA 92612
85533xxxx1 sup****@c*******************.org 5 7
Catalina Group 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx2
Rangers Property Management 8907 Warner Ave #226, Huntington Beach, CA 92647
56248xxxx9 ran**********@d*****************.com 3 4
CrowdTrustDeed 260 Newport Center Dr #403, Newport Beach, CA 92660
94943xxxx1 inf*@c*************.com 5 2 31 41
D & S Investments 3751 S Harbor Blvd, Santa Ana, CA 92704 71443xxxx0
Fisher’s Financial 1100 Town And Country Rd Ste 1250 Orange, CA 92868
71460xxxx3 fis***************@w**********.com 5 1 587293 46
Sunpath Financial 100 Bayview Circle Ste 100 Newport Beach, CA 92660
94967xxxx8 525*************************************@w*****************.com 5 12
Perlmutter Investment Co 512 Harbor Island Dr, Newport Beach, CA 92660 94942xxxx5
The Householder Group 4401 Atlantic Ave Ste 200, Long Beach, CA 90807
56298xxxx0 ako***@h***************.com
Merrill Lynch Wealth Management 650 Town Center Dr Ste 500, Costa Mesa, CA 92626
71442xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: John Thomas Patton 940 S Coast Dr Ste 250, Costa Mesa, CA 92626 71448xxxx9
Hanna Capital Management 8105 Irvine Center Dr Ste 1170, Irvine, CA 92618 94927xxxx0
Anfield Capital Management, LLC 19900 MacArthur Blvd, Newport Beach, CA 92612
94989xxxx0 anf***************@c*************.com
Global Trends Investments 2010 Main St, Irvine, CA 92614
94979xxxx0 anh@c*********************.com
Carruthers Brian & Associates 301 Forest Ave, Laguna Beach, CA 92651
94946xxxx0 bri**@g*********.com
Rudolph Dewey Investments 16531 Bolsa Chica St, Huntington Beach, CA 92649 71437xxxx2
Cochran Investment Company 2512 Chambers Rd, Tustin, CA 92780
71473xxxx0 kel********@c****************.com
Sage Point Financial 10061 Talbert Ave, Fountain Valley, CA 92708
71496xxxx0 dom****@a***********.com
Edward Jones - Financial Advisor: Jo Cinnamon 62 Orchard, Irvine, CA 92618 97180xxxx7
Spahr Financial Group LLC 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Advantage Financial Advisory Group 2 Venture Ste 240, Irvine, CA 92618 94946xxxx0 inf*@f*********************.com
Daniel Cucuiat - Signature Resources 2601 Main St Ste 700, Irvine, CA 92614
94979xxxx4 inf*@s****.com 84 96
TSG Wealth Management - Long Beach 6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803
56241xxxx0 all************@t****.com 5 1 229
Bjr Capital Holdings 2301 Dupont Dr, Irvine, CA 92612 94930xxxx7
Eliberto Casillas Morales Anaheim, CA 92802 41564xxxx6 5 1
Kensington Investment Counsel 444 W Ocean Blvd, Long Beach, CA 90802
56298xxxx7 ada*@k***********.com
Stephenson & Co 16411 Scientific, Irvine, CA 92618
94972xxxx5 bra*@s******************.com
Pathway Capital Management 18575 Jamboree Rd, Irvine, CA 92612
94962xxxx0 ada***********@p*************.com
RBC Wealth Management Branch - Long Beach 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx2 wms**********@r**.com 12835 14000
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx5 cry************@a***.com 235 230 233
Lions Wealth Builders - Gayre Emery 20951 Brookhurst St #209, Huntington Beach, CA 92646
31088xxxx3 dns******@a*******.com 5 1
Daniel Pichardo CFP, CRPC - Bridge Financial Management 4343 Von Karman Ave Ste 250L Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com 5 17 5 21 209 208
Capstone Management Services, Inc. 14 Corporate Plaza Dr, Newport Beach, CA 92660
94933xxxx0 cap******************@c*************.com 51
MWJ Wealth Stategies LLC 7777 Center Ave, Huntington Beach, CA 92647 71489xxxx0 ali*********@l**.com
Baldwin Wealth Planning 660 Newport Center Dr Suite 550, Newport Beach, CA 92660
94999xxxx8
Edward Jones - Financial Advisor: Pete Peterson, RICP® 949 S Coast Dr Ste 180, Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 87384 100000
CRSA Management, Inc. 2901 West Coast Hwy #200, Newport Beach, CA 92663
94979xxxx3 ari******@c*************.com
TENET FINANCIAL 620 Newport Center Dr #1100, Newport Beach, CA 92660
94971xxxx0 inf*@t*********.com 4.6 7
TNL Car Title Loans 5345 E 2nd St Ste 1, Long Beach, CA 90803
56236xxxx2 3ce*************************************@w*****************.com
American Discovery Energy Inc 27068 La Paz Rd, Aliso Viejo, CA 92656 94960xxxx1 inf*********@u*******.com 4.2 50 5 7 527 11 529
Woodco Investment Co Inc 3746 Campus Dr, Newport Beach, CA 92660 94975xxxx7
Morgan Stanley Wealth Management 8150 La Palma Ave, Buena Park, CA 90620
71482xxxx2 aar***********@m***********************.com
Finn Financial Group 260 Newport Center Dr #100, Newport Beach, CA 92660
94999xxxx2 dan@f*****************.com 5 6
Lifebase Advisors Inc 2700 Newport Blvd, Newport Beach, CA 92663 94967xxxx3
Edward Jones - Financial Advisor: Randy Hawkins 311 Main St Ste 15, Seal Beach, CA 90740 56259xxxx0
Rgt Capital Management LTD 1 Park Plz Ste 950, Irvine, CA 92614
94995xxxx5 abl********@r*****.com
Pacific Investment Management Co Llc 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com 4.2 17
Primior Asset Management 750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765
86646xxxx6 adv*****@p******.com 4 21 4.9 31 983 1000
Maureen Flanagan 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx0 add********@f************.com 90275 115000
Summit Healthcare REIT, Inc 23382 Mill Creek Dr, Laguna Hills, CA 92653
94953xxxx2 bni********@s*******************.com
Andorra Investment Management 5941 E Naples Plz, Long Beach, CA 90803
56243xxxx0 and****@a******.com 29
Umpqua Bank 20 Pacifica, Irvine, CA 92618
94934xxxx9 aar*********@u*********.com 50686 639 49000
Pathway Capital Management 18101 Von Karman Ave Ste 330, Irvine, CA 92612 94962xxxx0
Sagemark Consulting 18400 Von Karman Ave Ste 400 Irvine, CA 92612
94966xxxx1 5 1
Securities America 18300 Von Karman Ave Ste 400, Irvine, CA 92612
94947xxxx1 aad********@s****************.com
First Republic Bank 2800 E Coast Hwy, Corona Del Mar, CA 92625
94972xxxx8 aa@f************.com 3 4
Financial Advisors Network, Inc 1432 Edinger Ave Ste 200 Tustin, CA 92780
71459xxxx0 bri**@f*****.com 5 2 146 6 173
Heritage Financial, Ara Malazian, CFP 505 N Tustin Ave Ste 267 Santa Ana, CA 92705
94970xxxx2 fin********************@c*************.com
Tim Woodall 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 add********@f************.com
SKS Management Group Huntington Beach, CA 92649 71439xxxx0
Marshall Reddick Mortgage Fund 4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660
85844xxxx7 539*************************************@w*****************.com
Duckworth & Mehner 3189 Pullman St, Costa Mesa, CA 92626 71443xxxx0
Edward Jones 16454 Bolsa Chica St Huntington Beach, CA 92649 71437xxxx0
PAAMCO 660 Newport Center Dr Suite 930, Newport Beach, CA 92660
94926xxxx0 aad***@p*****.com
Manulife Asset Management 18301 Von Karman Ave, Irvine, CA 92612
80024xxxx2 aar********@m*******.com 171826 171000
Edward Jones - Financial Advisor: Monica G Schick 4195 N Viking Way Ste 110, Long Beach, CA 90808 56242xxxx8
Barbara Stowell - IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 5 2
Trusteepro 23601 Moulton Pkwy, Laguna Hills, CA 92653
94960xxxx5 dan**@t*********.com
Carrick Capital Partners 610 Newport Center Dr, Newport Beach, CA 92660
94920xxxx2 jim@c*********************.com
Farsai and Farsai Inc 23276 S Pointe Dr, Laguna Hills, CA 92653 94976xxxx4 1 3
Kost, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 rbc*********@r**.com 80 8 83
Suzanne Linn, CPA 801 E Chapman Ave Ste 109, Fullerton, CA 92831
71429xxxx5 ebe*@e*******.com
Four Corners 100 Spectrum Center Dr, Irvine, CA 92618 94993xxxx4
Schwartz Newport Beach Wealth Management of Impact Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4
Asset One Property Management 7545 Irvine Center Drive Suite 200, Irvine, CA 92618
94952xxxx5
FMSI Advisors 2901 W Coast Hwy Ste 200 Newport Beach, CA 92663
94927xxxx2
Komar Investments 23 Corporate Plaza Dr # 247, Newport Beach, CA 92660 94971xxxx5
Securities America INC 834 E 4th St Unit 12, Long Beach, CA 90802 71496xxxx0
Parse Financial 16520 Bake Pkwy, Irvine, CA 92618 94987xxxx5
Beacon Pointe Advisors 610 Newport Center Dr #280, Newport Beach, CA 92660
94972xxxx0 aba*****@b***********.com
Edward Jones - Financial Advisor: Ryan C Schwartz 229 E Commonwealth Ave, Fullerton, CA 92832
71444xxxx8 a.j*********@e**********.com 85136
Sidoxia Capital Management, LLC 2901 West Coast Hwy Suite 200, Newport Beach, CA 92663
94925xxxx2 dsh*****@s******.com
Professional Practice Sales 18410 Irvine Blvd, Tustin, CA 92780
71483xxxx0
Darren Chung 18000 Studebaker Rd, Cerritos, CA 90703 62621xxxx2
QUAD ENTERPRISES LLC 1048 Irvine Ave Ste 196, Newport Beach, CA 92660 94946xxxx2
Newcap Partners Inc 2082 Michelson Dr, Irvine, CA 92612
94966xxxx9 bua**@n*****.com
Spectrum Asset Mangemet, Inc. 1301 Dove St Ste 970, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 166767 126 187000 1 1
Capital Resources & Insurance 5500 Bolsa Ave # 145, Huntington Beach, CA 92649
71490xxxx0 dka****@c*********.com
Newport Legacy Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94946xxxx9 acc***************@u**.com
Pacific Alternative Asset Management 19540 Jamboree Rd, Irvine, CA 92612
94926xxxx0 aad***@p*****.com
Flash Back 11432 South St # 206, Cerritos, CA 90703
87829xxxx0 gra**********@g****.com
Warland Investment Co 6100 Gateway Dr, Cypress, CA 90630 71425xxxx5
Avantax Investment Services 800 S Harbor Blvd, Anaheim, CA 92805
94924xxxx2 day**@m*******.com
Edward Jones 13334 S St Cerritos, CA 90703
56280xxxx0 acc**********@e**********.com 5 1
Genuine Property Management 1922 Placentia Ave Unit 1, Costa Mesa, CA 92627
94920xxxx4 car*@g*************.com 4.1 81 4.3 11 96 4 106
JST Investment Consulting 12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740
56299xxxx8
Compak Asset Management 1801 Dove St, Newport Beach, CA 92660
94967xxxx0 bra*@c*****.com 3.7 3 35 2
Cherie A Jones - Financial Advisor, Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com
Raymond James Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
71496xxxx0 aar************@r***********.com 5 6 17482 18000
Coast Capital 3400 Irvine Ave Ste 205, Newport Beach, CA 92660 94922xxxx2
Gomberg McQuilkin Wealth Management Group 701 S Parker St, Orange, CA 92868
71449xxxx6 jod**@g**********************.com
Comprehensive Financial Services 18101 Von Karman Ave, Irvine, CA 92612 94955xxxx1
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Crossroads Planning 765 City Dr S Ste 390 Orange, CA 92868
71479xxxx2 joh*******@c******************.com 4.9 123 270 68
American Capital Realty Group 2912 Daimler St Santa Ana, CA 92705
94978xxxx7 ale***@a********************.com 1.3 11
VantageOne 4 Corporate Plaza Dr #210, Newport Beach, CA 92660
94963xxxx0 use*@d*****.com
Sagent Wealth Magagement 4675 Macarthur Ct, Newport Beach, CA 92660
94935xxxx0 d.j***@p********************.com 121 16
Royal Alliance Associates Inc 485 E 17th St Ste 350, Costa Mesa, CA 92627 94954xxxx2 aba*****@r************.com 2988 27 3500
Qtative 100 Spectrum Center Dr, Irvine, CA 92618
94929xxxx0 ehi*****@q******.com
Financial Strategies-Wealth Management Group 6 Hutton Centre Dr, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com
Leonid 16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649
56254xxxx5 inf*@l************.io
Optima Asset Management Services Inc 1600 Dove St Ste 480, Newport Beach, CA 92660
94985xxxx0 *nn*@o**********.com
Pacific Premier Bank 17901 Von Karman Ave Ste 1200, Irvine, CA 92614
94947xxxx5 aag*******@p***.com
Oppenheimer 620 Newport Center Dr Ste 1000, Newport Beach, CA 92660
94921xxxx0 ala***********@o***.com 610 164
JC Financial Planning & Investments LLC 445 Ultimo Ave, Long Beach, CA 90814
56274xxxx1 ale***@j***********.net
County Records Research 4952 Warner Ave Ste 105 Huntington Beach, CA 92649
80066xxxx7 cou*****@c********************.com 3.7 3 476 4 483
Babson Capital Management Inc 800 Newport Center Dr Ste 750, Newport Beach, CA 92660
94971xxxx0 aad*****@b************.com
Goldberg, Ben 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx6 rbc*********@r**.com 12830
Alea Investments 16882 Bolsa Chica St Huntington Beach, CA 92649 71488xxxx0
Edward Jones - Financial Advisor: Phil Gironda 2134 Main St Ste 195 Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 87586 100000
TwinRock Partners 180 Newport Center Dr, Newport Beach, CA 92660
94964xxxx0 ale*************@t***************.com 2.6 5
City National Bank - La Palma 1 Centerpointe Dr Ste 110 La Palma, CA 90623
71422xxxx0 aks*********@c**.com 3.5 13 5371 151 5900
International Realty 1100 E Wardlow Rd, Long Beach, CA 90807
56242xxxx0 inf*@i*****.com 2.3 3
Edward Jones - Financial Advisor: Bruce C Branstine 2811 E Katella Ave Ste 200, Orange, CA 92867 71444xxxx8
Cadence Capital Management 610 Newport Center Dr Ste 1400, Newport Beach, CA 92660 94976xxxx0
Securities America Inc 18231 Irvine Blvd Ste 203, Tustin, CA 92780
71473xxxx0 aad********@s****************.com
Met West Capital 610 Newport Center Dr Ste 450, Newport Beach, CA 92660 94971xxxx1
Ameriprise Financial Advisors - Torres & Associates 2600 Michelson Dr Ste 1460 Irvine, CA 92612 94925xxxx0 4 2
Marwit Capital 100 Bayview Cir, Newport Beach, CA 92660 94986xxxx6
Integrated Capitol Management 2082 Business Center Dr, Irvine, CA 92612 94947xxxx1
Bentley Co 13658 Red Hill Ave, Tustin, CA 92780
71431xxxx6 aar*********@b************.com
Todd Halbrook 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx2 add********@f************.com
Tarnutzer Companies 1601 Dove St, Newport Beach, CA 92660
94995xxxx3 aca*******@k***.com
Raymond James Financial Services - Jeffrey Barrera 4909 Lakewood Blvd Ste 505, Lakewood, CA 90712
56252xxxx0
Edward Jones - Financial Advisor: Gregory Day 307 Marine Ave Ste 8 Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 5 1 35 3 35
Newport Asset Management 21222 Fern Cir, Huntington Beach, CA 92646
71433xxxx7 bry***@n*********************.com
Morgan Stanley Wealth Management 17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 71496xxxx3
Ydk Investment Group 140 W Anaheim St, Wilmington, CA 90744 31054xxxx7
Budc Capitol Holdings 5000 Birch St Ste 3000, Newport Beach, CA 92660 94947xxxx9
Clean Power Advisors 2320 San Joaquin Plz, Newport Beach, CA 92660
41579xxxx1
Edward Jones - Financial Advisor: Josephine Palacios 180 E Main St Ste 104, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 87384 100000
Emerald Wealth Management, Inc. 5000 Birch Street, Suite 3000, Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Mission Pacific Land Company 4100 Newport Pl Dr, Newport Beach, CA 92660
94933xxxx2 inf*@m*************.com
Noble Wealth Management 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
88827xxxx8 aj@n********************.com
Qd Property Management & Investment 1605 N Euclid St, Santa Ana, CA 92703 71453xxxx2
Coastal Realty Management 2120 Main St Suite 130, Huntington Beach, CA 92648
71440xxxx9 inf*@c****************.com
Spectrum Administration 6802 Westminster Blvd Westminster, CA 92683 71489xxxx0
Tustin Centre Wealth Advisors 1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705
71440xxxx1 abe*********@w*****************.com
Edward Jones - Financial Advisor: Bryan L Green 17592 17th St Ste 110, Tustin, CA 92780
71454xxxx2 a.j*********@e**********.com 240
Ameriprise Financial Advisors 931 W 19th St Ste 22 Costa Mesa, CA 92627 94965xxxx6
N-PRO INVESTMENT 8903 Research Dr, Irvine, CA 92618 94926xxxx4
Thomas Seaman Co 1 Park Plz, Irvine, CA 92614
94922xxxx1 ali***@t***********.com
Proper Management 3400 Irvine Ave Suite 110, Newport Beach, CA 92660
88867xxxx2 bea***@m************.com 3.7 3
Cfi 30 Corporate Park, Irvine, CA 92606
94929xxxx0 bet**@c*********************.com
Raymond James 3780 Kilroy Airport Way, Long Beach, CA 90806 56225xxxx2 aar************@r***********.com 17365 18000
Castillo Wolf Management 4050 Katella Ave Ste 104, Los Alamitos, CA 90720 56249xxxx3 tom*********@l**.com
UBS Financial 20 Pacifica, Irvine, CA 92618
94945xxxx0 acc***************@u**.com
Strategic Portfolio Advisors 194 Marina Dr Ste 202 Long Beach, CA 90803
56243xxxx2
Valley View Investment Corp 17545 Monette Cir, Yorba Linda, CA 92886 71452xxxx8
Becker Wealth Management 19800 Macarthur Blvd Ste 300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com
Raymond James Financial Services 1151 Dove St Ste 115, Newport Beach, CA 92660
94997xxxx5 aar************@r***********.com 17409 18000
Sapience Investments, LLC 520 Newport Center Dr Ste 650, Newport Beach, CA 92660
94966xxxx1 inf*@s**********.com
Fell Capital Management Inc 1001 Dove St, Newport Beach, CA 92660
94947xxxx6 cap******@a***********.com 136
Pimco-Pacific Investment Management Company 650 Newport Ctr Dr Newport Beach, CA 92660
94964xxxx1 aam***********@p****.com 4.2 17 5 1
Krona Financial Group 1851 E 1st St Ste 900, Santa Ana, CA 92705 71483xxxx1
Charter West Financial Mgmt 4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 94947xxxx8
Merrill Lynch Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 ale*********@m*.com 3 2
Annette Di Bello Kelly CPA CFP PC 9870 Research Dr, Irvine, CA 92618
94971xxxx0 ann****@d*********.com
Financial Investors Group 1432 Edinger Ave, Tustin, CA 92780
71450xxxx3 bri**@f*****.com
Pacific Asset Management 840 Newport Center Dr 7th floor, Newport Beach, CA 92660
94921xxxx0 Ari*************@a***********.com 5369 5000
Flagstar Bank 100 Bayview Cir, Newport Beach, CA 92660
94993xxxx9 a.d******@f*******.com
United Capital Financial 620 Newport Center Dr Ste 500, Newport Beach, CA 92660
94999xxxx0 abd****************@u*******.com
Pacific Financial Planner 27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656
94921xxxx2 inf*@p********.com 249 6 248
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
James Barr - Raymond James 17220 Newhope St, Fountain Valley, CA 92708
71470xxxx5 ral**********@r***********.com
Edward Jones - Financial Advisor: Greg Prough 5855 E Naples Plz Ste 100, Long Beach, CA 90803
56243xxxx1 a.j*********@e**********.com 87384 100000
Jermaine Jamison - Branch Manager, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx1 dan***********@a***.com
Real Property Management OC Metro 1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705 94961xxxx2
Corporate Pointe Investments 5 Corporate Park, Irvine, CA 92606
94944xxxx8 goc************@a**.com
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
94945xxxx3 bri***************@a***.com
Edward Jones - Financial Advisor: Daniel W Verdugo 1838 N Tustin St, Orange, CA 92865
71428xxxx5 a.j*********@e**********.com 87359 99000
Trustmark Bank 3070 Bristol St Ste 340, Costa Mesa, CA 92626 71470xxxx0
TNL Car Title Loans 1661 N Raymond Ave Ste 270, Anaheim, CA 92801
65722xxxx2 3ce*************************************@w*****************.com
Jh Real Estate Partners Inc 500 Newport Center Dr Ste 900, Newport Beach, CA 92660 94972xxxx9 aly**************@j****.com
Kairos Investment Management Co LLC 18101 Von Karman Ave #1100, Irvine, CA 92612
94970xxxx8 a@k***.com
Cleanup Credit History 1029 S Driftwood Dr Ste A Santa Ana, CA 92704 56267xxxx3
Murdoch Morris LLP 114 Pacifica Ste 320, Irvine, CA 92618 94950xxxx0
Alpine Group 3629 W MacArthur Blvd Ste 201 Santa Ana, CA 92704 71470xxxx5
The David Lung Group - Morgan Stanley 800 Newport Center Dr Ste 500, Newport Beach, CA 92660
94971xxxx0 acc**********@m************.com
Allen, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 the**********@r**.com 12815
Edward Jones - Financial Advisor: Tammy McKennon 1501 Westcliff Dr Ste 307, Newport Beach, CA 92660
94961xxxx5 acc**********@e**********.com 87631 100000
DFS Capital Management 1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705
71450xxxx3 dch*****@d*******************.com
Rel Investment Co 79 Bradbury, Newport Beach, CA 92660 94939xxxx0
Managed Asset Protection Inc 20301 SW Acacia St Ste 250, Newport Beach, CA 92660 94926xxxx0 dgi*******@m***********.com
Phoenix Investment Funds 4000 MacArthur Blvd #550, Newport Beach, CA 92660
94938xxxx0 awe*******@c********.com
Fitzgerald, Dennis 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx8 den**************@r**.com 12830
Drew J. McFarland 3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660 94925xxxx3
New Market Wealth Management 695 Town Center Dr Ste 540, Costa Mesa, CA 92626 65790xxxx9
Zeiger Capital Management Inc 272 Electric Ave, Seal Beach, CA 90740
94975xxxx9 bso***@z*********.com
Golden State Wealth Management 201 Sandpointe Ave #460, Santa Ana, CA 92707
86627xxxx3 ash**********@t**************.com 4 4
Robin Simon Insurance & Financial Specialist 18732 Corby Ave Unit B Artesia, CA 90701
32340xxxx5 5 2
Pacific Investment Management Company 800 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com 4.2 17
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Todd Halbrook - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1
Keller Coad & Collins Investment Counsel Inc 18300 Von Karman Ave Ste 600, Irvine, CA 92612 94947xxxx0
Morgan Stanley Wealth Management 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com 113321 3094 131000
Tabr Capital Management 500 N State College Blvd Ste 1320, Orange, CA 92868
71470xxxx0 bka*******@t***.net
ROTH Capital Partners 888 San Clemente Dr #4, Newport Beach, CA 92660
80067xxxx7 abe****@r***.com 4 4
Sidoxia Capital Management 7451 Latigo Dr, Huntington Beach, CA 92648
94925xxxx2 inf*@s******.com
Seamount Financial Group 738 E Chapman Ave, Orange, CA 92866
71451xxxx0 aar**@s****************.com
Pacific Investment Management Company 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com
Eagle Four Partners 1400 Newport Center Dr Suite 230, Newport Beach, CA 92660
94925xxxx0 d.j@e****************.com 26 33
Edward Jones - Financial Advisor: Michael A Martinez 20422 Beach Blvd, Ste 110 Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
U.S. Bancorp Investments - Financial Advisors: Steve Best 19900 Beach Blvd, Huntington Beach, CA 92648
71496xxxx7 aar************@u*****.com 345669 5063 348000
Anchor Investments 660 W 6th St, San Pedro, CA 90731 31083xxxx9 ach*******@a********.com
Fernandez Financial Advisory 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92801 71468xxxx0
City National Bank - Anaheim 2401 East Katella Ave Ste 150 Anaheim, CA 92806
71470xxxx0 ava********@c**.com 4 9 3.5 13 5371 151 5900
Irvine Wealth Management 9481 Irvine Center Dr, Irvine, CA 92618
94922xxxx0 mat****@i*******.com
The Precision Companies 7777 Center Ave Ste 450 Huntington Beach, CA 92647
80081xxxx8 chr************@t**************.com
Rebel Asset Recovery 1008 W Ave M-14 Ste A Palmdale, CA 93551
84449xxxx9 con****@p*************.org
Wealth Management Group 3 Park Plz, Irvine, CA 92614
94975xxxx7 adm**@b****************.com 558 6 652
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
CFG Investments, Inc. 17220 Newhope St #224, Fountain Valley, CA 92708
71455xxxx0 acc*******@c*************.com 2.5 26
Wisdom Trading 2043 Westcliff Dr Suite 207, Newport Beach, CA 92660
80085xxxx3 inf*@w************.com 5 4
Edward Jones 12062 Valley View St Ste 118, Garden Grove, CA 92845 71489xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™ 307 Marine Ave Ste 8, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 35 3 35
Draper Wealth Management 100 Spectrum Center Dr, Irvine, CA 92618
94981xxxx0 ant************@w*****************.com
Briteline Financial Service 729 N Harbor Blvd, Fullerton, CA 92832
71452xxxx0 ran**@b**************.com
Otto, George 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 geo********@r**.com
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Sage Point Financial 23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653 94958xxxx8 dom****@a***********.com 2988 27 3500
GW Financial, Inc. 151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
85564xxxx9 con****@p*********.com
Inspired Financial 5011 Argosy Ave, Huntington Beach, CA 92649
71497xxxx3 eda****@i****************.biz 5 3 146 171
City Wide Investment Group 16601 Gothard St suite d, Huntington Beach, CA 92647
32340xxxx0 baf*****************************@s*****.wixpress 169
Ward Mike 931 W 19th St Apt 22, Costa Mesa, CA 92627 94965xxxx6
Borland Wenters 111 W Ocean Blvd, Long Beach, CA 90802
56228xxxx2 bor****@b************.com
Triple R Investment Group 3364 E La Palma Ave, Anaheim, CA 92806 76023xxxx0
John Stokes Financial 2040 Main St Ste 570, Irvine, CA 92614
94947xxxx5 inf*@j******************.com
Edward Jones 18426 Brookhurst St Ste 206 Fountain Valley, CA 92708
71496xxxx0 acc**********@e**********.com 87586 100000
Starcare 130 Newport Center Dr Ste 136, Newport Beach, CA 92660
94970xxxx0 bra****@s*******.net
Edward Jones - Financial Advisor: John P Wende 180 E Main St Ste 104 Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 5 1
Rodriquez Wealth Management 4340 Von Karman Ave, Newport Beach, CA 92660
94968xxxx0 cat**@r**********.com
Charla Kabana, Cfp 2124 Main St Ste 140 Huntington Beach, CA 92648
71496xxxx0
Abs Investment Group 1176 Main St, Irvine, CA 92614
94947xxxx0 a.k***@k*****.com
M K C Investment Co 11379 183rd St, Cerritos, CA 90703
56286xxxx1
Principal Financial Group 575 Anton Blvd Ste 900, Costa Mesa, CA 92626
65726xxxx0 aar*********@p********.com
Chatterton & Associates, The Wealth Management Team, Inc. 3061 E La Palma Ave, Anaheim, CA 92806
71457xxxx0 ani***@c************.com
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx9 dan***********@a***.com 131
Peter Binaski - Raymond James 1 Park Plz, Irvine, CA 92614
94922xxxx2 aar************@r***********.com
Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services 1 Park Plz Ste 600, Irvine, CA 92614
94938xxxx6 dns*****@a***.com
Royal Alliance Associates Inc 18100 Von Karman Ave, Irvine, CA 92612 94955xxxx0
Stone Financial Services 1561 E Orangethorpe Ave Ste 215 Fullerton, CA 92831
71444xxxx0 5 1
Merrill Lynch Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94995xxxx0 ale*********@m*.com
Assi Inc 3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 94971xxxx0
Providence Wealth Management Group - Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Morgan Stanley Wealth Management 633 W 5th St, Long Beach, CA 90802 21389xxxx0
Edward Jones - Financial Advisor: Norm Cauntay 3916 Atlantic Ave Long Beach, CA 90807
56298xxxx2 a.j*********@e**********.com 5 3 157 5 162
Silver Platter Realty, Inc. California St, 7171 Warner Ave B330, Huntington Beach, CA 92647 5 2
Praetorian Advisors 2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625
94976xxxx0 esk******@p************.com
I M P Financial Services 16505 Brookhurst St, Fountain Valley, CA 92708 71496xxxx3
Edward Jones - Financial Advisor: Gary A Springer 15061 Springdale St Ste 106 Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 87586 100000
Servicers Direct 2300 E Katella Ave, Anaheim, CA 92806
88890xxxx4 2f5*************************************@w*****************.com
M&M Investments Fountain Valley, CA 92708 71485xxxx7
Umpqua Bank 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94962xxxx0 ari**************@u*********.com 3.2 5 4 1189 50651 669 49000
Northgate Gonzalez Reynoso 230 N Harbor Blvd Store 9, Santa Ana, CA 92703
71426xxxx4 ac@n********.com
Windfall Advisors 100 Wilshire Blvd Santa Monica, CA 90401
31040xxxx4 inf*@w***************.com 5 11
Edward Jones - Financial Advisor: Mark R Steeber 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
My Portfolio Guide 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56279xxxx5 inf*@m***************.com 5 1 418 37 410
Merrill Lynch 4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660 94995xxxx0 2.5 2
Mutual of Omaha® Advisors - Irvine 1 Park Plz Ste 720, Irvine, CA 92614
94985xxxx9 ae.*******@m************.com
Montauk Triguard 1400 Newport Center Dr suite 250, Newport Beach, CA 92660
94939xxxx0 bsm***@t***************.com
Castillo Wealth Management 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx3 tom*********@l**.com 5 1
Lucas Real Estate 2901 West Coast Hwy Suite 200, Newport Beach, CA 92663
94947xxxx3 cou*****@l****************.com 4.8 26 385 402
Morgan Stanley Wealth Management 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 bri**@m**********************.com
Gene Heino 2552 Walnut Ave Ste 140 Tustin, CA 92780
80096xxxx4 g*n*@k****.com 4.3 6
Titan Financial 16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649
71484xxxx3 ant*********@t*************.net
Richmond, Brian 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx7
The Bailey Group 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
Gregg Perrah Newport Beach, CA 92660
94983xxxx3
RBC Wealth Management 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx2
Charles Schwab 2825 Main St Irvine, CA 92614
94995xxxx9 bil******@s*****.com 4.5 10 2.8 21 647170 159 661000
Edward Jones - Financial Advisor: Mark Tigchelaar 444 W Ocean Blvd Ste 1416, Long Beach, CA 90802
56233xxxx9 a.j*********@e**********.com 5 1 55 76
AllView Real Estate 1501 Westcliff Dr Suite 270, Newport Beach, CA 92660
94940xxxx5 hel**@a****************.com 4.5 114 4.6 12 170 10 183
Leaverton Group 4055 E La Palma Ave, Anaheim, CA 92807
71463xxxx2 cer***@c*******.com
Windjammer Capital Investments 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 afa****@w****************.com
Urban Properties 7911 Lowtide Cir Huntington Beach, CA 92648 71484xxxx2
Perricone Investments Serving theHuntington Beach Area 94970xxxx0
Edward Jones - Financial Advisor: Blaise T Wethern 3916 Atlantic Ave, Long Beach, CA 90807 56298xxxx2
American Strategic Capital Inc 4281 Katella Ave Ste 105, Los Alamitos, CA 90720 71452xxxx3
Edelman Financial Engines 3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740
83375xxxx3 aar**@e**********************.com 18469 19
Savino Tax & Investment Advisory Group 4060 Campus Drive, Suite #220, Newport Beach, CA 92660
94974xxxx0
The Arc Group 1633 Monrovia Ave Costa Mesa, CA 92627 94976xxxx7
Palo Capital 31 Ocean Heights Dr, Newport Coast, CA 92657 94971xxxx6
Gates Group Wealth Management 18800 Delaware St, Huntington Beach, CA 92648
71470xxxx5 mic**********@l**.com 5 1
Buckingham Asset Management 3 Park Plz, Irvine, CA 92614
94975xxxx7
Canterbury Consulting 660 Newport Center Dr Ste 300, Newport Beach, CA 92660
94972xxxx0 aam****@c*******************.com
Edward Jones - Financial Advisor: Chris Arnaldo 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 312 6 325
Management Services 638 Alamitos Ave, Long Beach, CA 90802
56243xxxx9 bho**@m********.com 219 5 228
Dean Investment Inc 9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 71463xxxx0
Tim Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
Jeff Labarthe - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com
R S Crum Inc 4 Upper Newport Plz Ste 201, Newport Beach, CA 92660
94942xxxx6 car**@r*****.com 5 4
Nuveen Securities 1 Park Plz, Irvine, CA 92614
94944xxxx0 abc*******@n*****.com
South Coast Investment Advisors 4041 MacArthur Blvd # 240, Newport Beach, CA 92660
87792xxxx2 chr**@s***************.com 79 3 79
Mig Management 660 Newport Center Dr, Newport Beach, CA 92660
94947xxxx0 aco***@m*****.com
Tax Smart Investing & Planning 9870 Research Dr, Irvine, CA 92618
71451xxxx8 gsi*****@t****************.org 71
Edward Jones - Financial Advisor: Victor D Bell 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
65740xxxx5 acc**********@e**********.com 87586 100000
Westmont Investments 130 Newport Center Dr, Newport Beach, CA 92660 94976xxxx7
Trilogy Financial Services 17011 Beach Blvd #101, Huntington Beach, CA 92647
71484xxxx7 a@t********.com 2.3 3
Impact Wealth Management 300 Spectrum Center Dr Ste 845, Irvine, CA 92618
94950xxxx2 ada*********@w*****************.com
Frontier Investments 3366 Via Lido, Newport Beach, CA 92663 94972xxxx0 cro*************@f*****.com 3 2 5
Beacon Pointe Advisors 24 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx0 abh*****@b*********.com 228 36 234
Pathway Financial Management 12661 Hoover St, Garden Grove, CA 92841 71479xxxx0
Spectrum Capital Investment Group Inc 9911 Irvine Center Dr Ste 100, Irvine, CA 92618
94978xxxx9 ben@s********************.com
Knightsbridge Wealth Management 450 Newport Center Dr Ste 630 Newport Beach, CA 92660
94964xxxx4 bmc*******@k*******.com 5 1
Gregory Advisors Inc., Empowering your life through wealth management 7755 Center Ave #1100, Huntington Beach, CA 92647
71437xxxx9 inf*@g*****************.com 12
Theresa Allen - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx8 rbc*********@r**.com
Benchmark Wealth Management 2300 E Katella Ave Ste 400, Anaheim, CA 92806
71463xxxx3 ben******@l**.com
Mercer Advisors 620 Newport Center Dr Ste 1030 Newport Beach, CA 92660
80039xxxx4 adv***@m*************.com 3.7 3 5 1 2837 28 2900
Sheffield & Sutton Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 abc***@u**.com
Concord Investment Council 9259 Research Dr, Irvine, CA 92618
94985xxxx0 inf*@m*********************.com 52 2 53
RCP Advisors 1111 Bayside Dr suite 270 suite 270, Corona Del Mar, CA 92625
94933xxxx0 rcp@r**********.com
B W & Associates Inc 3111 N Tustin St Ste 215, Orange, CA 92865
71499xxxx7 bon***@b*****************.com
Postoptionfx 401 E Ocean Blvd, Long Beach, CA 90802
76060xxxx2 pos**********@g****.com
Montagna & Associates 1101 Dove St Ste 190 Newport Beach, CA 92660
94983xxxx1 ast***@m**********.com 5 1 5 13 426 436
IMP Financial Services 18030 Brookhurst St Ste 593 Fountain Valley, CA 92708 71496xxxx3
Edelman Financial Engines 600 Anton Blvd Ste 1750, Costa Mesa, CA 92626
83375xxxx3 aar*******@e**********************.com 18469 19
Prudential Funding Partners 7755 Center Ave, Huntington Beach, CA 92647
71492xxxx7 inf*@p*********.com
Edward Jones - Financial Advisor: Zachary T Alario, CFP® 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 143
Anchor Capital Management Group 15 Enterprise Ste 450, Aliso Viejo, CA 92656
80029xxxx3 den***@a*************.com
Pacific Southwest Financial 4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660
94929xxxx1 ada********@c***************.com
Raymond James Financial Services 2701 W Coast Hwy, Newport Beach, CA 92663
94963xxxx2
American Liberty 19000 Macarthur Blvd, Irvine, CA 92612
94962xxxx8 aar**@a**************.com 922714 79
South Coast Wealth Management 43 Corporate Park Ste 201, Irvine, CA 92606 94974xxxx1
Belcourt Investments Inc 513 30th St, Newport Beach, CA 92663 94972xxxx0
Remeo Realty 2130 Main St Ste 210, Huntington Beach, CA 92648
71437xxxx6 *ld*@r**********.com 5 7 811 3 830 5 3
Citivest Inc 4340 Von Karman Ave Ste 110, Newport Beach, CA 92660
94947xxxx0 ama******@c**********.com 182 2 186
Edward Jones - Financial Advisor: Imran Lakhany 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 acc**********@e**********.com 87384 100000
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx2 dns*****@a***.com 58 58
Petra Chien 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx9 acc************@f************.com
Gary Lutwen - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
RBC Wealth Management Branch - Newport Beach 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 rbc*********@r**.com
Morgan Stanley Wealth Management 19000 Macarthur Blvd, Irvine, CA 92612 94964xxxx2 inf**@m**********************.com
Elevated Wealth Advisory Group - Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 bra*************@a***.com 163
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Conrad Management Corp 151 Kalmus Dr, Costa Mesa, CA 92626 94958xxxx0
Thompson, David 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Integrity Wealth Management 3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660
94995xxxx8 inq******@i***********.com
Fitzgerald, Dennis 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com
Jennett David J 2222 Martin Ste 250, Irvine, CA 92612 94983xxxx6
Brian Wilverding - Associate Manager, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
85853xxxx1 ado********@a***.com
Seamount Financial Group, Inc. 738 E Chapman Ave Orange, CA 92866
80075xxxx6 aar**@s****************.com
David Pearl - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx6 dav**********@a***.com 136 3 136
Raymond James 660 Newport Center Dr Ste 570, Newport Beach, CA 92660
94964xxxx0
Securities America 23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630
94985xxxx1 aad********@s****************.com
SNR VENTURES INC 14271 Jeffrey Rd, Irvine, CA 92620 94924xxxx1
Newport Assets Inc 14 Corporate Plaza Dr, Newport Beach, CA 92660 94975xxxx3
Geske David T 4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 94975xxxx7
Onitus Capital 3857 Birch St Ste 5059 Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 1 59 132
Mountain Bishop & Associates 100 W Broadway Ste 660, Long Beach, CA 90802 56243xxxx4
Morgan Stanley Wealth Management 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx0 acm***********@m************.com
Pariax Private Wealth Management 500 Newport Center Dr # 625, Newport Beach, CA 92660
88872xxxx7 inf*@p*****.com
WM Investment Company 120 Danbury Ln, Irvine, CA 92618 94926xxxx5
Pinnacle Realty & Investment 18500 Von Karman Ave Ste 540, Irvine, CA 92612 94922xxxx9
Edward Jones - Financial Advisor: Chelsea M Peterson 949 S Coast Dr Ste 180, Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 73 74
My Future Plan 3401 W Sunflower Ave Ste 100 Santa Ana, CA 92704
94977xxxx4 eli**************@g****.com
Main Management Company 18700 Main St, Huntington Beach, CA 92648 71491xxxx0
PIMCO 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 abc***@p****.com 4.2 17 4.8 108 13399 586 14000
Silver Lake Investments 1303 Avocado Ave, Newport Beach, CA 92660 94970xxxx4
Banta Asset Management LP 517 30th St, Newport Beach, CA 92663
94967xxxx4 inf*@b*******************.com
Sagent Capital 4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660 94975xxxx7
Merrill Lynch Wealth Management 111 W Ocean Blvd Ste 1360, Long Beach, CA 90802 56249xxxx0
Concord Investment Council 2020 Main St Ste 300, Irvine, CA 92614 94985xxxx0
Belwood Investments 438 Main St Suite# 210, Huntington Beach, CA 92648
83382xxxx6 bo@b*****************.com 5 88 2182 138 2400
Kava Ventures 12842 Newport Ave Apt 9, Tustin, CA 92780
71486xxxx5
Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com
MSN Investment Group 3141 Michelson Dr UNIT 808, Irvine, CA 92612 76050xxxx2
Louis Arlow - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Michael W Jowdy, LPL Financial Services 7777 Ctr Ave Ste 120 Huntington Beach, CA 92647
71489xxxx0 ali*********@l**.com 5 1
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Bridgeport Investment Co 14841 Yorba St Ste 205, Tustin, CA 92780 71450xxxx5
Financial Growth Management 17871 Santiago Blvd Ste 224, Villa Park, CA 92861
71424xxxx0 hel**@f**********.com
Epic Financial Management 16787 beach blvd#150, Huntington Beach, CA 92647 71464xxxx7
Aaron D Jett Huntington Beach, CA 92649 94940xxxx3
T J Team Investment Co 3544 E Woodbine Rd, Orange, CA 92867 71499xxxx2
O'connor & Company Securities 2901 W Coast Hwy Ste 200, Newport Beach, CA 92663 94976xxxx0
Stewardship Wealth Management Solutions 101 Main St #200, Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
Stumpo Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx9 abc*******@u**.com
Bragg Investment Company Inc 2925 Seaboard Ln, Long Beach, CA 90805 56263xxxx0
Capital Group Companies 6470 Oak Cyn, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 170465
South Coast Investment Advisors 5140 Birch St, Newport Beach, CA 92660
94982xxxx5 ale*******@a*****************.com
Diligent Financial Group 20241 SW Birch St Ste 100, Newport Beach, CA 92660 94946xxxx7
Edward Jones - Financial Advisor: Jonathan Lien 16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618
94975xxxx7 a.j*********@e**********.com 87631 100000
Southern California Coins 640 El Camino Real Tustin, CA 92780 65724xxxx4 d_j@d**********************.business 4.5 26
Fbr And Company 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 aal*****@f**.com
Olivieri David Cfp 23201 Mill Creek Dr, Laguna Hills, CA 92653 94958xxxx9
Laguna Wealth Advisors, LLC 120 Vantis Dr Ste 300, Aliso Viejo, CA 92656
94946xxxx6 inf*@l***********.com
Edward Jones - Financial Advisor: Tim Yost 3700 Newport Boulevard Ste 104 Newport Beach, CA 92663
94964xxxx6 acc**********@e**********.com 5 1 87605 100000
Thomas Seaman Co 3 Park Plz Ste 550, Irvine, CA 92614
94922xxxx1 ali***@t***********.com 5 1
Laynie Johnson - Financial Advisor, Ameriprise Financial Services 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94943xxxx9 dns*****@a***.com 320 356
Sierra Investment Group 550 Newport Center Dr, Newport Beach, CA 92660 94971xxxx4
Francis Wade 200 Pine Ave Ste 260, Long Beach, CA 90802 56249xxxx0
Crown Wealth Management Inc 17011 Beach Blvd Ste 680, Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Westshore Wealth 4041 Macarthur Blvd, Newport Beach, CA 92660
94982xxxx5 ami****@w**************.com 32
Dennis Fitzgerald - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com 14721 16000
LTT Financial & Insurance Services 3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 56225xxxx0
RYKAT Financial 5520 E 2nd St Ste E Long Beach, CA 90803
56220xxxx9 jun*@r*************.com 5 2 5 9
Joshua S Wyper - Wyper Wealth Management 17671 Irvine Blvd Ste 115 Tustin, CA 92780
71479xxxx1 jos***@w********************.com 5 1
Reed Investment Co 1300 Bristol St N Ste N, Newport Beach, CA 92660 94985xxxx9
Edward Jones - Financial Advisor: Jonathan Lien 23101 Lake Center Dr Ste 340, Lake Forest, CA 92630
94969xxxx3 a.j*********@e**********.com 87631 100000
Regal Wealth Group 12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740
56279xxxx9 ama****@r***************.com
Edward Jones Investments 45 Tulare Dr, Aliso Viejo, CA 92656
94933xxxx2 a.j*********@e**********.com 87631 100000
Cosgrove Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94946xxxx3 abc***@u**.com
Fisher Investments 20 Pacifica Ste 630, Irvine, CA 92618
94977xxxx0 a.b*******@f*.com 161290 609 158000
Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ 5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804
56296xxxx4 a.j*********@e**********.com 61 5 63
Ryan Bockhold - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 14743 16000
Circle Vision 1006 Segovia Cir, Placentia, CA 92870 71463xxxx9
Stewart, Maddy, AGT 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 dav*************@r**.com 54
Pacific Coast Invesments And Management 18552 Macarthur Blvd, Irvine, CA 92612 94972xxxx0
Edward Jones Investments 15061 Springdale St Ste 106, Huntington Beach, CA 92649
71489xxxx2 acc**********@e**********.com 11
Belle Investment Corporation 1752 Langley Ave, Irvine, CA 92614 94986xxxx3
Branch Investment Group 20151 SW Birch St STE 220, Newport Beach, CA 92660 94968xxxx0
Pacific Investment Research 942 E Chapman Ave, Orange, CA 92866
71473xxxx8 chi**@p************************.com 5 1 5 5 507
L&M Coastal Property Management 1810 Newport Blvd # C, Costa Mesa, CA 92627
94964xxxx9 lmc********@g****.com 4.4 15 222 223
Shaver Investment Corp. 4142 Pine Ave, Long Beach, CA 90807 56242xxxx4
Equity Star 620 Newport Center Dr Fl 11th, Newport Beach, CA 92660
94949xxxx0
Morgan Stanley Wealth Management 302 Glenneyre St, Laguna Beach, CA 92651 94946xxxx0
Greenwich Capital Markets 19200 Von Karman Ave Ste 950, Irvine, CA 92612
94993xxxx0 as@g*******************.com
Nationwide Business Credit 2082 Business Center Dr, Irvine, CA 92612 94975xxxx5
Edward Jones - Financial Advisor: Wesley J. Cummings 1467 N Wanda Rd Ste 175, Orange, CA 92867 71494xxxx3
L Squared Capital 3434 Via Lido Ste 300, Newport Beach, CA 92663
94939xxxx8 aki****@l**********.com
Financial Resources Group 660 Newport Center Dr UNIT 700, Newport Beach, CA 92660
94995xxxx5 inf*@f********************.com 5 8
Morgan Stanley 6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803
56290xxxx3 acc**********@m************.com
Buchanan Street Partners 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ade****@b*************.com 3.3 3
Securities America INC 2619 E Palmyra Ave, Orange, CA 92869 71499xxxx6 aar********@s****************.com
Peters, Michael T, CPA 1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705
71454xxxx0 a.j****@r******.com 140 8 205
Edward Jones - Financial Advisor: Nasar Aboubakare 5952 Warner Ave, Huntington Beach, CA 92649 71484xxxx8
Balboa Financial 1024 Bayside Dr #234, Newport Beach, CA 92660
94942xxxx0 bac***@b**************.com 1 7 2
Schindler Investment Group 17284 Newhope St Fountain Valley, CA 92708
80052xxxx3
K Investment Co. 5000 Birch St tower suite 3000, Newport Beach, CA 92660 94994xxxx5
Hout Financial 20250 SW Acacia St Suite 150, Newport Beach, CA 92660
94927xxxx1 c18*****************************@s*****.wixpress
Freedom Investment Corp 770 N Tustin St, Orange, CA 92867 71460xxxx2
Wilmington Trust 650 Town Center Dr, Costa Mesa, CA 92626
31030xxxx0 aam****@w**************.com
Edward Jones 2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 71454xxxx2
Edward Jones - Financial Advisor: Hooman Karbasion, CFP® 25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653
94972xxxx8 a.j*********@e**********.com
Greg Cancino - Raymond James Financial Services 485 E 17th St Ste 300 Costa Mesa, CA 92626
71454xxxx1 aar**********@r***********.com 5 1 17482 18000
HAUS GROUP 110 Newport Center Dr Ste 200, Newport Beach, CA 92660 94973xxxx1
Tauras Capital Group 19800 Macarthur Blvd, Irvine, CA 92612 94965xxxx4
NWM GROUP- Newport Wealth Management Group 17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 94990xxxx1 5 1
Edward Jones - Financial Advisor: Lee Norton 17822 17th St Ste 405 Tustin, CA 92780
71483xxxx6 acc**********@e**********.com 4.4 7 148
Vasco Assets 2024 Quail St, Newport Beach, CA 92660
94967xxxx0 ari@v**********.com 5 79
Great Far East 7700 Irvine Center Dr, Irvine, CA 92618
94958xxxx9 c18*****************************@s*****.wixpress
Nuveen Investments Newport Beach, CA 92660 94976xxxx4 aar*************@n*****.com 1816 2000
Oppenheimer & Co. Inc. 620 Newport Center Dr # 1000, Newport Beach, CA 92660
94921xxxx0 aal****@o**********.com 4.5 23 630 165 726
Van Dyke Inc Investment & Wealth Management 18377 Beach Blvd Ste 326, Huntington Beach, CA 92648 71437xxxx0
Tom Sciara’s Financial Planning & Business Solutions Irvine, CA 92604 92587xxxx6 5 2
Bockhold Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
Fineberg Financial Management 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56244xxxx8 hel**@f****************.com
Pacific Asset Management 840 Newport Center Dr Ste 700, Newport Beach, CA 92660
94921xxxx0 Ari*************@a***********.com
Barouti Financial Services 4695 Macarthur Ct, Newport Beach, CA 92660 94985xxxx5
Interpacific Asset Management 5505 Garden Grove Blvd Ste 150, Westminster, CA 92683
71489xxxx4 aod******@i***************.com
Nuvest Ventures LLC 660 Newport Center Dr UNIT 700, Newport Beach, CA 92660 94943xxxx5
JST Investment Consulting, Inc. 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56299xxxx8
Hendries Wealth Management 7777 Center Ave Ste 120, Huntington Beach, CA 92647
71479xxxx4 pri****************@n***********.net
Edward Jones - Rick Mielke 8955 Atlanta Ave Huntington Beach, CA 92646
71453xxxx7 a.j*********@e**********.com 87586 100000
Crystal Cove Advisors Inc 1101 Dove St Ste 120, Newport Beach, CA 92660
94938xxxx0 abu**@d*****************.com
Bablot Investments 1733 Monrovia Ave Ste V Costa Mesa, CA 92627 94957xxxx2 man*******@b****************.com 3.7 3
Umpqua Bank Home Lending 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94987xxxx2 aar*********@u*********.com 4 1189 50650 669 49000
Everguard.ai 100 Spectrum Center Dr, Irvine, CA 92618
87721xxxx7 car****@e********.ai 132
Zeiger Capital Management Inc 2192 Martin Ste 145, Irvine, CA 92612 94975xxxx9
KPP Financial 18575 Jamboree Rd Ste 600 Irvine, CA 92629
80055xxxx1 ary**@k***********.com 4 4
Stewardship Wealth Management Solutions 101 Main St Ste 220 Huntington Beach, CA 92648
71445xxxx5 inf*@s*************.com
Edward Jones - Financial Advisor: Daniel W Verdugo 790 The City Dr S Ste 430, Orange, CA 92868
71446xxxx6 a.j*********@e**********.com 30
Edward Jones - Financial Advisor: Ryan T Omoto 19900 Beach Blvd, Ste I Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 114
Faris Lee Investments 18301 Von Karman Ave Ste 800 Irvine, CA 92612
94922xxxx0 asa*****@f*******.com 2.5 2
GTMC Consulting Services 17280 Newhope St Ste 14 Fountain Valley, CA 92708
71488xxxx8
Karam Wealth Advisors 7755 Center Ave 11th floor, Huntington Beach, CA 92647
94939xxxx0 dom@k**********.com 5 6
Mariner West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660
85734xxxx8 aar********@m********************.com 5 1
Flagstar Bank 19700 Fairchild Ste 146, Irvine, CA 92612
94985xxxx0 a.d******@f*******.com 1.5 2
Edward Jones - Financial Advisor: Eric W Connella, AAMS™ 23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653
94946xxxx4 a.j*********@e**********.com 87631 100000
Cruttenden Partners 4600 Campus Dr Ste 110, Newport Beach, CA 92660
94939xxxx0 cor**@c*****************.com
Black Marlin Commercial Real Estate 2816 Newport Blvd, Newport Beach, CA 92663
94925xxxx6 4c6*************************************@w*****************.com 23 21 25
Edward Jones - Financial Advisor: Denyse Jennings 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com
Flinn West 129 Cabrillo St Suite 202, Costa Mesa, CA 92627
94972xxxx1
Signature Resources 19900 Macarthur Blvd, Irvine, CA 92612
94993xxxx0 ahj***@f*************.com
New York Life 15440 Beach Blvd Ste 126 Westminster, CA 92683
71489xxxx9 aak***********@n**********.com 4.5 2
Securities America Inc 4000 Westerly Pl Ste 245, Newport Beach, CA 92660
94947xxxx6 aad********@s****************.com
Tryon Company 18022 Cowan Ste 200B, Irvine, CA 92614
94933xxxx9
Redwoods Capital 8907 Warner Ave Ste 107 Huntington Beach, CA 92647
70287xxxx5 inf*@r*********.com 197 12 212
Core Capital Management 9121 Atlanta Ave, Huntington Beach, CA 92646-6309
87731xxxx3 cor*************@c*************.com
The Excalibur Company 17011 Beach Blvd Ste 900, Huntington Beach, CA
88883xxxx6 mel******@m**.com
Andrew Quillope - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 and**************@a***.com
Weaver Consulting Group 101 Main St Ste 220, Huntington Beach, CA 92648
71453xxxx5 ami*@w********************.com 5 36
LoCali Management Group 1109 Victoria St ste c, Costa Mesa, CA 92627
71474xxxx4 jai**@l***********.com
Hollencrest Securities 100 Bayview Cir Ste 500, Newport Beach, CA 92660
94982xxxx0 ac@h**********.com
Independent Capital Management 17011 Beach Blvd Ste 650, Huntington Beach, CA 92647 71484xxxx7 gil@i*****.net 571 622
Aviation Capital Group Serving theHuntington Beach Area
94921xxxx0 860*************************************@w*****************.com
Mercer Advisors Wealth Management 620 Newport Center Dr #1030, Newport Beach, CA 92660
80039xxxx4 aar********@m*************.com 3.7 3
IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71479xxxx1 ahe*******@i**********.com 5 5 3
Kelly Doyle - Ameriprise Financial Services 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56271xxxx3 dns*****@a***.com 5 1
McLachlan Investment Co 1936 E Deere Ave, Santa Ana, CA 92705 94983xxxx0
RiskPro 2077 West Coast Hwy Suite A, Newport Beach, CA 92663
94920xxxx4 env********@r*************.com
AB Capital 15 Corporate Plaza Dr #200, Newport Beach, CA 92660
80097xxxx9 joh*@t*************.com
Morgan Stanley Wealth Management 5000 Birch St, Newport Beach, CA 92660 71475xxxx1
Brenen Capital Management Group 1601 Dove St Ste 291, Newport Beach, CA 92660 80058xxxx6
Michael Investment Co 17702 Mitchell N, Irvine, CA 92614 94995xxxx0
Trilogy Financial Services 17011 Beach Blvd Ste 800, Huntington Beach, CA 92647
71484xxxx7 aar**********@t********.com 4143 4100
James Sams - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx9 dan***********@a***.com
Harbor Island Group - Morgan Stanley 800 Newport Center Dr Ste 500, Newport Beach, CA 92660
94971xxxx1 acc**********@m************.com
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ 3780 Kilroy Airport Way Ste 810, Long Beach, CA 90806
56298xxxx2 a.j*********@e**********.com 157 5 162
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.com
Prudential California Realty Abigail De Ruyter, Huntington Beach, CA 92646 71490xxxx4
Edward Jones - Financial Advisor: Zubeen Tukina 3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740
90954xxxx8 a.j*********@e**********.com 87384 100000
Morgan Stanley 302 Glenneyre St, Laguna Beach, CA 92651 94946xxxx0 aar***********@m***********************.com
Randall Instruments Inc 17291 Irvine Blvd, Tustin, CA 92780 71466xxxx9
Newport Beach Securities Inc 18872 Macarthur Blvd Ste 100, Irvine, CA 92612 94933xxxx0
DAIM 120 Newport Center Dr, Newport Beach, CA 92660
94929xxxx2 hq@d***.io 5 3
Travis Combe - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dan***********@a***.com 66
Optium Capital 620 Newport Center Dr #670, Newport Beach, CA 92660
94922xxxx6 ape**@o************.com
Richmond, Brian 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx7 rbc*********@r**.com 12830
Morgan Stanley Wealth Management 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0 aar***********@m***********************.com
Schultz, Robert 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 wms**********@r**.com 12815
Annie Naghavi Financial Services Huntington Beach, CA 92648
Ameriprise Financial Advisors 8212 Wildwood Dr Huntington Beach, CA 92646 71453xxxx2
Orange County Property Management, Inc 16742 Gothard St UNIT 117, Huntington Beach, CA 92647
71484xxxx0 inf*@o*****.com 4.5 384
Lion Properties 19671 Beach Blvd Suite 202, Huntington Beach, CA 92648
71437xxxx8 adi*@l*************.com 3.3 10 65
Spencer Wilson Financial Management Services 5824 E Naples Plz Unit 1, Long Beach, CA 90803
56243xxxx3 hel*@c***************.com
Lenders Investment Corp 2755 S Bristol St, Santa Ana, CA 92704 71454xxxx7
Urban Street Ventures Newport Beach, CA 92660
80050xxxx1 inf*@u******.com 5 6 345 375
Sterk Investments Inc 600 City Pkwy W Ste 200, Orange, CA 92868 71493xxxx0
Global View Capital Advisors 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56287xxxx3 rgi****@g**********.com
Metrovest Management 6 Liberty, Aliso Viejo, CA 92656
94936xxxx0 bho***@m********.net 4 2 587847 757000
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services 6B Liberty Ste 225, Aliso Viejo, CA 92656
94966xxxx8 din*********@a***.com 469 9 469
Sierra Asset Management 2525 Ocean Blvd, Corona Del Mar, CA 92625 94966xxxx4
Edward Jones 6813 Quail Hill Pkwy, Irvine, CA 92603 94982xxxx7 a.j*********@e**********.com 87631 100000
Securities America 200 S A St, Tustin, CA 92780 71466xxxx1 aar********@s****************.com
Torelli Realty 1700 Adams Ave #110, Costa Mesa, CA 92626
71454xxxx5 and*@t************.com 4.6 66 2290 7 2200
Morgan Stanley Wealth Management 300 Spectrum Center Dr Ste 800, Irvine, CA 92618 94934xxxx0
Daniel Raymond Gallimore Huntington Beach, CA 92649 94983xxxx7
core capital management 9121 Atlanta Ave, Huntington Beach, CA 92646
87731xxxx3 inf*@c***********.net
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ 940 S Coast Dr Ste 250, Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 226
Atlantic Trust 4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 94966xxxx0 a.n******@a************.com
Ward Investment Co 2110 Newport Blvd, Costa Mesa, CA 92627 94964xxxx0
BFS Wealth Management 2040 Main St, Irvine, CA 92614
71428xxxx6 adm**@b***.com 29 37
Hughes Westbrook Insurance 17220 Newhope St Ste 116, Fountain Valley, CA 92708
71454xxxx0 gre*****@h*****.com 85
Edward Jones - Financial Advisor: Steve Masoner 101 Main St Ste D Seal Beach, CA 90740
56279xxxx9 a.j*********@e**********.com 1 2 87586 100000
Ohana Investment Management 850 Sandcastle Dr, Corona Del Mar, CA 92625 94976xxxx9
Taylor Wealth Management 15061 Springdale St., Ste 202, Huntington Beach, CA 92649
71424xxxx4 all***********@l**.com 5 1
Diversified Pacific Partners 901 Dove St Ste 220, Newport Beach, CA 92660
94986xxxx5 jja*****@d*************.com
Clearvue Capital 901 Dove St, Newport Beach, CA 92660
94929xxxx0 csa****@c***********.net
Primevest Financial 15343 Culver Dr, Irvine, CA 92604
94926xxxx1 3.2 9
Roger Park - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com 158 167
Edward Jones 2010 Main St Ste 310 Irvine, CA 92614
94975xxxx8 a.j*********@e**********.com 5 1 87631 100000
Kyky Financial $olutions 12666 Hoover St Garden Grove, CA 92841
71449xxxx7 inf*@k************.org 5 77 5 2 1280 177 1200
Spahr Financial Group - Brian L. Spahr, CFP 18682 Beach Blvd #235, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Fidelity Investments Investor Center 2211 Michelson Dr Irvine, CA 92612
80033xxxx9 a61****@f*******.com 2.7 19
Third Eye Capital of Raymond James & Associates 660 Newport Center Dr # 570, Newport Beach, CA 92660
94973xxxx4 aar************@r***********.com
Edward Jones 485 E 17th St Ste 100, Costa Mesa, CA 92627
94972xxxx4 a.j*********@e**********.com 110 111
California National Bank 016 5767 E Pacific Coast Hwy, Long Beach, CA 90803 56271xxxx0 aar************@u*****.com 345636 5336 348000
Blake Rose - Pinnacle Strategies 3211 W Warner Ave Santa Ana, CA 92704
71426xxxx1
Schultz Richard 1171 Appian Way, Santa Ana, CA 92705 71473xxxx8
Sunstone Management 18881 Von Karman Ave #500, Irvine, CA 92612
94977xxxx4 ali******@s*****************.com 4.1 8
PacificWest Asset Management 3191 Airport Loop Dr # D, Costa Mesa, CA 92626
71443xxxx0 ame****@p**********.cc 1.8 10
Strathspey Crown 4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660
94926xxxx0
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Felicia Gonzalez - Edward Jones 101 Main St Ste D Seal Beach, CA 90740
56279xxxx9 acc**********@e**********.com 176 3 181
iPacific Capital 19762 Macarthur Blvd Ste 100, Irvine, CA 92612
94986xxxx4 ama*********@i**************.com
Maxim Capital Advisors Inc. 9160 Irvine Center Dr Ste 201, Irvine, CA 92618
94974xxxx3 inf*@m*******************.com
Emerald Coast Investments 18141 Beach Blvd # 370, Huntington Beach, CA 92648
71459xxxx0 mmo*****@e**************.com 3 2
Cratty & Swanson Advisors 3020 Old Ranch Pkwy Seal Beach, CA 90740
56279xxxx0 inf*@c*****.com 8
Padilla Hofland Finacial Services Group 1910 Saint Andrews Dr, Seal Beach, CA 90740
56259xxxx4 aar************@r***********.com
Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acm***********@m************.com
T&T Capital Management 2211 Michelson Dr, Irvine, CA 92612
80588xxxx0 cam**********@t***************.com 4 1 5 11 208
American Strategic Capital Inc. 949 S Coast Dr, Costa Mesa, CA 92626 71452xxxx3
The Horgan Group of Raymond James 660 Newport Center Dr Suite 570, Newport Beach, CA 92660
94964xxxx0 aar**********@r***********.com 5 1 17482 18000
Ersop.Com Inc 18141 Beach Blvd #300, Huntington Beach, CA 92648
86669xxxx7 adm**@e****.com
Newport Capital 15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 94975xxxx6
Mahalo Financial Services 16458 Bolsa Chica St Ste 410 Huntington Beach, CA 92649
71446xxxx7 inf*@m*********************.com
Chicago Group 12881 Knott St Ste 205 Garden Grove, CA 92841 71489xxxx0
ABBPM Smart Property Management 16360 Pacific Coast Hwy Ste 208 Huntington Beach, CA 92649
56243xxxx9
Researchdx 13766 Alton Pkwy, Irvine, CA 92618
51033xxxx7 aav****@r*********.com
Number 1 Insurance 17111 Beach Blvd Ste 103, Huntington Beach, CA 92647
71484xxxx0 inf*@n*********.com 4.9 518 5 1
Bancorp Familiar 2024 N Broadway Ste 200, Santa Ana, CA 92706
71454xxxx0
Premier Finance 1974 Placentia Ave Costa Mesa, CA 92627 94951xxxx0 2.2 6
Klein, Martin 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157
NRM Real Estate Advisors 115 22nd St, Newport Beach, CA 92663
94972xxxx2 ala*@n*********.com
Cooke Wealth Management, LLC 18881 Von Karman Ave Suite 1420, Irvine, CA 92612
94972xxxx0 bar****@c******.com 5 2 112
T N Investments Group, LLC 17220 Newhope St, Fountain Valley, CA 92708 71443xxxx4 1 3
Big Bear Capital Serving theHuntington Beach Area 56238xxxx6
LLC Cimco 250 Fischer Ave, Costa Mesa, CA 92626 71436xxxx0
The Dizon Group 3780 Kilroy Airport Way, Long Beach, CA 90806 56225xxxx8
Fidelity Investments 12201 Seal Beach Blvd Seal Beach, CA 90740
80054xxxx8 a61****@f*******.com 4.5 17 2.8 30 320568 338000
Edward Jones - Financial Advisor: Jon Glant 12792 Valley View St Ste F Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
TSG Wealth Management 6460 E Pacific Coast Hwy, Long Beach, CA 90803
56241xxxx0 a.s********@t****.com
Edward Jones - Financial Advisor: Matthew Terrones 7510 E Chapman Ave Ste B, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 3 2
Edward Jones - Financial Advisor: Cameron Rose 1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 87605 100000
Ihsv-Inc 2361 Campus Dr, Irvine, CA 92612
94961xxxx8 ihs*********@c*************.com
Preferred Property Management 1600 West Coast Hwy Ste D, Newport Beach, CA 92663
94965xxxx0 hom**@p*********************.com
Tony May of Wedbush Securities 500 Newport Center Dr #850, Newport Beach, CA 92660
94971xxxx9 age*******@w******.com 4510 289 4500
Edward Jones - Financial Advisor: Ken Whittenbury, CFP® 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 a.j*********@e**********.com 113 113
Tact Management 2515 E Ocean Blvd, Long Beach, CA 90803
56285xxxx6 ale*@t*******.com 5315 6000
George Cheng - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 ann***************@a***.com 18 18
Revitate 450 Newport Center Dr Suite 650, Newport Beach, CA 92660
94952xxxx4 cc1***@r*******.com
Systematic Financial Management 500 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 apa***@s****.com
Cimco 3303 Harbor Blvd, Costa Mesa, CA 92626
71436xxxx0 joh*@c*********.com
Merrill Lynch Wealth Management 3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740
56249xxxx0 ale*********@m*.com
Ross Wealth Management 3711 Long Beach Blvd Ste 719, Long Beach, CA 90807
56220xxxx5 bab******@w*****************.com 583155 46
Cambridge SPG 660 Newport Center Dr, Newport Beach, CA 92660
88861xxxx6 d-j@c***********.com
CM First Capital 6472 Weber Cir Huntington Beach, CA 92647 71446xxxx7
The Phillips Group 2300 E Katella Ave Ste 405 Anaheim, CA 92806
71466xxxx1 bil****@p***************.com 4.6 34
Alin Worldwide Investments 555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 71426xxxx0
SBL | Commercial Investments and Management 790 The City Dr S, Orange, CA 92868 71466xxxx8
Securities America Inc 760 N Euclid St, Anaheim, CA 92801
71452xxxx0 aad********@s****************.com
CIBC Private Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94966xxxx0 acc*******@c***.com 2120 2200
All County Desert Sea Property Management 18700 Beach Blvd #255, Huntington Beach, CA 92648
71467xxxx5 con****@a************.com 5 15 5 14 398 10 425
TNL Car Title Loans 6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803
56285xxxx5 3ce*************************************@w*****************.com
USA Asset Management 19200 Von Karman Ave Ste 500, Irvine, CA 92612
94922xxxx6
WCM Investment Management 281 Brooks St, Laguna Beach, CA 92651
94971xxxx0 aar**@w********.com
Anchor Re Captital Management Co 7545 Irvine Center Dr Ste 200, Irvine, CA 92618 94933xxxx7
Hanna Capital Management 43 Post, Irvine, CA 92618 94927xxxx0 car********@a*******************.com 241 20 243
Kost Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx9 the*********@r**.com 80 8 83
Saatchi Investment Corporation 14200 Culver Dr, Irvine, CA 92604 94973xxxx6
Group 206 500 Newport Center Dr # 910, Newport Beach, CA 92660
94987xxxx0 adm**@g*******.com
Financial Research Group 4500 Campus Dr Ste 135, Newport Beach, CA 92660 94975xxxx0
TFC Credit Services 3941 S Bristol St Ste D-147 Santa Ana, CA 92626
80088xxxx2 adr***@c****.com
Atomi Financial Group 20 Executive Park Ste 120 Irvine, CA 92614
88853xxxx4 baf*****************************@s*****.wixpress 5 1
Corient 500 Newport Center Dr UNIT 700, Newport Beach, CA 92660
94994xxxx0 amy*********@c******.com
Solomon Financial Mortgage & Realty 3400 Irvine Ave Ste 221 Newport Beach, CA 92660
71440xxxx4 dav*@s********.com 5 2
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
81826xxxx0 dns*****@a***.com 34
Spinnaker Investment Group, LLC 4100 MacArthur Blvd STE 120, Newport Beach, CA 92660
94939xxxx0 and***@s**********.com 4.2 5 623 69 647
HABERL Wealth Management 7777 Center Ave, Huntington Beach, CA 92647
71479xxxxx3 chr**@h***********.com 264 256
Morgan Stanley Wealth Management 660 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94971xxxx0
Peterson Peter 1525 Mesa Verde Dr E Costa Mesa, CA 92626 71455xxxx4
Hankey Investment Company 2125 Westcliff Dr, Newport Beach, CA 92660
94954xxxx1 a.g**@h****.com
Royal Alliance Assoc Inc 4701 Teller Ave Ste 101, Newport Beach, CA 92660 94926xxxx0 aba*****@r************.com 2760 26 3300
E R P Investments 2124 Main St Ste 160 Huntington Beach, CA 92648 71453xxxx0
Edward Jones - Financial Advisor: Elizabeth P Thai 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 87384 100000 5 1
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Euro Pacific Capital Inc 1201 Dove St # 200, Newport Beach, CA 92660
94947xxxx0 alb***@e******.com 3.7 3
Bryson Financial Inc 100 Oceangate Ste 401, Long Beach, CA 90802
56243xxxx6 ala**@b**************.com 737 256 737
Redmount Capital Partners LLC 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94947xxxx2 cho*******@r**************.com
The Napoli and Whitney Group 2405 Mccabe Way Ste 100, Irvine, CA 92614
94942xxxx5 3b6*************************************@w*****************.com 36339 34000
Tarbox Family Office 500 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 bri**@t*****.com
R & B Investment 1762 San Juan St, Tustin, CA 92780 71473xxxx9
Financial Network Investment Corp 5030 E 2nd St, Long Beach, CA 90803
56243xxxx5 bea*@c*********.com
OWL Wealth Management - Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94986xxxx0 ado********@a***.com 295 296
Tarbox Family Office 500 Newport Center Dr # 500, Newport Beach, CA 92660
94972xxxx0 bri**@t*****.com 4 1
Lufon Investments 17822 17th St Ste 212, Tustin, CA 92780 71422xxxx9 a.j*********@e**********.com 85136
Andy Kaiser, MSF - Matthews Real Estate Investment Services 3200 Park Center Dr Ste 520 Costa Mesa, CA 92626
94966xxxx2 aid*************@m*******.com 647 17 762
Joshua Goeppner - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com
Vartanyan Wealth Management 2043 Westcliff Dr # 213, Newport Beach, CA 92660
94961xxxx4 ada***********@l**.com 123 124
Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ 17822 17th St Ste 405, Tustin, CA 92780
71483xxxx6 a.j*********@e**********.com 147
Createnu Los Angeles, CA 92612
21329xxxx8 ati@c*******.com 5 2
Linda L Wallace Fraser Financial Group 6621 E Pacific Coast Hwy Ste 220, Long Beach, CA 90803
56259xxxx9
Poole, Michael 500 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 ban**********@e****.bankofamerica
Pacific Park Financial Inc 101 Columbia, Aliso Viejo, CA 92656
94959xxxx4 gar*@m************.com
Brian Richmond - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx7 wms**********@r**.com 14721 16000
Smith Barney 6700 E Pacific Coast Hwy Ste 110 Long Beach, CA 90803
56279xxxx0 and***********@s**********.com 1 1
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 80 262 4 267
Prudential Funding Partners 7755 Center Ave Suite 1100, Huntington Beach, CA 92648
71492xxxx7 inf*@p*********.com
Edward Jones - Financial Advisor: Markus Wong 5410 Trabuco Rd Ste 110, Irvine, CA 92620
94955xxxx9 a.j*********@e**********.com 87384 100000
Slaten Wealth Management 501 N Brookhurst St Ste 318 Anaheim, CA 92801
71477xxxx6 hei**@s***********.com 1 1
He & Chen Investment 1221 W Alton Ave, Santa Ana, CA 92707 94920xxxx6
Immensity Group 5000 Birch St Ste 3000 Newport Beach, CA 92660
86643xxxx3 ale**@i*************.com 5 7
555 Capital Advisors, LLC 555 Anton Blvd Suite 150, Costa Mesa, CA 92626
94932xxxx5 aar***@5*****************.com
Envision Financial 18101 Von Karman Ave, Irvine, CA 92612
71424xxxx0 aam*********@e***.com
Morgan Stanley Wealth Management 1901 Main St Ste 800, Irvine, CA 92614
94995xxxx0 acm***********@m************.com
Au Terre Property Management 2973 Harbor Blvd Ste 123, Costa Mesa, CA 92626
80040xxxx5 inf*@a****************.com 1 1 4
Riviera Capital 4299 MacArthur Blvd #205, Newport Beach, CA 92660
31099xxxx8 g@r********.com
Fabian Wealth Strategies Inc 3070 Bristol St Ste 610, Costa Mesa, CA 92626
71466xxxx3
Equico 535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0 abo*****@r********.com
Procurus Wealth Management 4101 Birch St Ste 110, Newport Beach, CA 92660 94922xxxx8
Victory Vault Investments 2340 N Grand Ave, Santa Ana, CA 92705
71436xxxx5 vic***********************@g****.com
Seamount Financial Group, Inc. 1111 Bayside Dr Suite 214, Corona Del Mar, CA 92625
80075xxxx6 chr***@s****************.com
Ross Wealth Management Group 5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804
56220xxxx5 eri*@e*********.com
Duval Management Inc 4630 Campus Dr, Newport Beach, CA 92660 94926xxxx4
Edward Jones 2842 E Chapman Ave, Orange, CA 92869 71463xxxx1 a.j*********@e**********.com 85136
Clay Northam Wealth Management 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56279xxxx7 bcl**@c**********.com
Primerica Advisors 16541 Gothard St # 109, Huntington Beach, CA 92647
71490xxxx4 ada@p********.com 149617 3790 162000
Integrity Financial Advisory 10101 Slater Ave Ste 250, Fountain Valley, CA 92708
71437xxxx8 adm**@i**********.com
Securities America Inc 1300 N Bristol St Ste 285, Newport Beach, CA 92660
94975xxxx0 aad********@s****************.com
Alpha Cubed Investments 450 Newport Center Dr Ste 440, Newport Beach, CA 92660
94970xxxx3 alp**@a********************.com
Merrill Lynch Wealth Management 100 Spectrum Center Dr, Irvine, CA 92618
94985xxxx0 ale*********@m*.com 4 4
Epic Enterprises LLC 15541 Computer Ln, Huntington Beach, CA 92649 71490xxxx9
Surf City Investors, LLC P.O. Box 6093, Huntingtn Bch, CA 92615
94968xxxx7 gab*@s****************.com
Woodbury Financial Services 3070 Bristol St. Suite 500, Costa Mesa, CA 92626
94920xxxx4 bre**@j**********.com
Investors Realty & Management Inc 1151 Dove St, Newport Beach, CA 92660 94983xxxx4
Edward Jones 311 Main St, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 85136
CIBC Private Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94988xxxx0 alb***********@c***.com 2118 2200
Perla Capital Group 4 Park Plz Ste 1240, Irvine, CA 92614 94925xxxx7
Orange County Investment Group 10540 Talbert Ave # 270W, Fountain Valley, CA 92708
71496xxxx8
Set Sail Insurance Group Huntington Beach, CA 92648
56281xxxx9 baf*****************************@s*****.wixpress 5 6 5 5 38
Sunlan Corporation 8102 E Santa Cruz Ave, Orange, CA 92869
71428xxxx4
Allen & Caron Inc 2151 Michelson Dr Ste 120, Irvine, CA 92612
94947xxxx0 and***@a*********.com
Tieback Holdings LLC 620 Newport Center Dr Ste 630, Newport Beach, CA 92660 94927xxxx4
Newport Capital Advisors 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
88865xxxx7 inf*@n*********************.com
Buffalo Capital Corporation 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx9 jdo*@b*************.com
Beacon Pointe Advisors 24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94971xxxx0 a.c***@b***********.com 5 1
Special Asset Management 5661 Beach Blvd, Buena Park, CA 90621 94949xxxx3
Cintia Diamond Consulting LLC 1651 E 4th St Ste 225 Santa Ana, CA 92701
94920xxxx6 inf*@c**********************.com 5 2
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 25
Edward Jones - Financial Advisor: Omar Houssainy 23046 Avenida De La Carlota, Laguna Hills, CA 92653
94936xxxx4 a.j*********@e**********.com 85136
Global Investment Solutions 1300 N Bristol St Ste 200, Newport Beach, CA 92660
94966xxxx0 ski******@e********.net
David Tipple-Financial Advisor 12976 Main St, Garden Grove, CA 92840
71446xxxx4 aab****@b************.com 12 40840 176 41000
Triage Capital Group Marina, CA 92649 83132xxxx0
Jose Quintanilla - Financial Advisor, Ameriprise Financial Services 2801 E Spring St Ste 255, Long Beach, CA 90806
31049xxxx3 can***********@a***.com 89
Beacon Pointe Advisors 610 Newport Center Dr Suite 830, Newport Beach, CA 92660
94971xxxx7 aba*****@b***********.com
Edward Jones 180 E Main St, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 85136
DWIGHT Wealth Management 3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806
56225xxxx5 cf2*************************************@w*****************.com
Buckingham Investments 320 Pine Ave Ste 609, Long Beach, CA 90802
56262xxxx0 alh*********@b********************.com 507 6 534
Chi Luu - First Financial Security 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
71468xxxx2 chi*@f***********.com 5 2 5 18
Rennie & Associates 1608 Galaxy Dr, Newport Beach, CA 92660 94965xxxx2
Newport Beach Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4 aar************@r***********.com 17448 18000
Equico 575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0
Pacific Sun Financial Corp 95 Argonaut, Aliso Viejo, CA 92656
94971xxxx6 adm**@p**************.com
Wealth Management Corp 800 Newport Center Dr, Newport Beach, CA 92660 94972xxxx7 bra**********@s**********.com
TNL Car Title Loans 710 S Brookhurst St Ste J, Anaheim, CA 92804
65722xxxx0 3ce*************************************@w*****************.com
Hollencrest Capital Management 100 Bayview Cir #500, Newport Beach, CA 92660
94973xxxx0 cam*****@h**********.com 3.5 4
Anchor Investments 267 W 7th St, San Pedro, CA 90731 31054xxxx7
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
BeachStone Plaza 18700 Beach Blvd Huntington Beach, CA 92648 71496xxxx5
Sperry Van Ness 18881 Von Karman Ave Ste 800, Irvine, CA 92612
94970xxxx0 aar********@s**.com 1207 5
Yaltin Investments 6 Monterey Cir, Corona Del Mar, CA 92625 94972xxxx0
Premier Money Source 24 Sidney Bay Dr Ste 507 Newport Coast, CA 92657
94924xxxx2 dua**@p*****************.com 4.3 16
Sage Mint Wealth 2600 Michelson Dr Ste 950 Irvine, CA 92612
71493xxxx0 inf*@s*************.com 5 1
Davis Group 5848 E Naples Plz, Long Beach, CA 90803 56259xxxx5
Wealth Strategies Group 17011 Beach Blvd #150, Huntington Beach, CA 92647 71438xxxx4 1 1
Investment Properties II 3146 Red Hill Ave, Costa Mesa, CA 92626
71497xxxx0 bfe******@i*******************.com
Wcm Investment Management 23702 Birtcher Dr, Lake Forest, CA 92630
94938xxxx0 aar**@w********.com
Ruesoff Asset Management 28436 Chat Dr, Laguna Niguel, CA 92677
94977xxxx6
Platinum Wealth Group 5000 Birch St, Newport Beach, CA 92660
71433xxxx5 877*************************************@w*****************.com
Trilogy Financial Services Inc. 2601 Main St Ste 200, Irvine, CA 92614
94922xxxx5 adm**@t********.com
Chariots Empire Investments, Inc. 2030 Main St, Irvine, CA 92614 87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa 790 The City Dr S Ste 430, Orange, CA 92868 71446xxxx6
LBA Realty 3347 Michelson Dr, Irvine, CA 92612
30370xxxx4 aa.*********@l********.com
Capital Investment Advisers 3780 Kilroy Airport Way Ste 320 Long Beach, CA 90806
56242xxxx9 amy********@c*********.com 5 1
Principal Planning Service 194 Marina Dr Ste 202 Long Beach, CA 90803
56259xxxx0 pqp******@e********.net
Yhc Wealth Management Group 18396 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 pgb******@w******************.com 199 5 205
RS Crum Inc 4 Upper Newport Plz, Newport Beach, CA 92660
94942xxxx6 ash***@r*****.com
IPA 1031 Group 101 Main St #260, Huntington Beach, CA 92648
88829xxxx1 inf*@i***********.com 5 8
Integrative Financial Management - Ameriprise Financial Services 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 73 77
Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx1 a.c******@p********.com 113356 3087 131000
Capital Reserve Advisors Inc 5015 Birch St, Newport Beach, CA 92660 94975xxxx9
Crown Bay Wealth 610 Newport Center Dr Suite 410, Newport Beach, CA 92660
94988xxxx9 inf*@c*************.com
Sierra Asset Management 2699 White Rd, Irvine, CA 92614
94966xxxx4 con****@s*******.com
Henry, Daniel S 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8
Edward Jones - Financial Advisor: Brian K Clark 1467 N Wanda Rd Ste 175, Orange, CA 92867
71494xxxx3 a.j*********@e**********.com 85274
Strategic Financial Group 18191 Von Karman Ave Ste 100, Irvine, CA 92612 94962xxxx0
Financial Growth Management Inc 1421 N Wanda Rd, Orange, CA 92867
71463xxxx4 3d5*************************************@w*****************.com
Robert M. Densmore 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 94962xxxx9
Halbrook MacDonald Wealth Management Team 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 rbc*********@r**.com
Edward Jones - Financial Advisor: Markus Wong 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 72 74
Judy Kim - Financial Advisor, Ameriprise Financial Services 780 Roosevelt Ste 214, Irvine, CA 92620
90939xxxx9 cam**********@a***.com 15
Stamper Capital & Investments Inc 2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625
94967xxxx7 sep**********************@r************.com
Masters Advisory Partners
94922xxxx5 cbr******@m**********************.com 5 1
Legacy investments 2320 Harbor Blvd # 200, Costa Mesa, CA 92626 88861xxxx1
Yosemite Capital Mangagement 17822 17th St, Tustin, CA 92780
71473xxxx0
Delta Global Advisors 17011 Beach Blvd Ste 510 Huntington Beach, CA 92647 71484xxxx4
Mortgage Vintage 260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com 4.6 17
Royal Alliance Assoc Inc 12377 Lewis St Ste 102, Garden Grove, CA 92840 71475xxxx9
The Davis Group 6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 56259xxxx5
Edward Jones - Financial Advisor: Phil Gironda, AAMS 2134 Main St Ste 195, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 5 7 87586 100000
Nuveen Investments 1 Park Plz Ste 325, Irvine, CA 92614
94944xxxx0 aar*************@n*****.com 1812 2000
Investor Financial Services 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Denis Doulgeropoulos - Mass Mutual 2020 Main St Ste 1200 Irvine, CA 92614
76065xxxx0 DDo************@f*************.com 5 1 136 141
Kodiak Capital Group 260 Newport Center Dr Newport Beach, CA 92660
94943xxxx0 inv********@k**********.com
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
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 bra*************@a***.com 161 165
Cooke & Wealth Management 1811 E Garry Ave, Santa Ana, CA 92705
94972xxxx0 cwm@c******.com
Edward Jones - Financial Advisor: Mike Borgman 18200 Von Karman Ave, Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 1
Elite Financial Network Inc 7561 Center Ave unit 17, Huntington Beach, CA 92647
86656xxxx2 cai****@e********************.com 5 1 206 8 210
Mx3 Ventures 2505 West Coast Hwy #201, Newport Beach, CA 92663 94963xxxx6
Cobalt Unlimited 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71489xxxx0 mel****@c****************.com 5 2 219 3 214
Warren Street Wealth Advisors 4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660
65750xxxx5 bla**@w*****************.com 5 17
Green Street Advisors 660 Newport Center Dr Ste 800, Newport Beach, CA 92660
94999xxxx0
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
CBM Wealth Management - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc*******@u**.com
Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 adm**@b*******.com
Saint Investment Group Inc. 555 Anton Blvd Suite 225, Costa Mesa, CA 92626 71433xxxx0
Carter Law Firm-Newport Office 23 Corporate Plaza Dr, Newport Beach, CA 92660
94923xxxx9 bia***@c************.net 502 3 500
Knightsbridge Asset Management 450 Newport Center Dr, Newport Beach, CA 92660
94964xxxx4 har*@k*******.com
VALHALLA FIDUCIARY 120 Newport Center Dr, Newport Beach, CA 92660
94933xxxx7
Kostichuk Steve 15355 Brookhurst St, Westminster, CA 92683 71483xxxx9
Lea Inouye - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx8 dns*****@a***.com
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
Karl H Romero & Associates, Inc 1585 E 17th St Santa Ana, CA 92705
71454xxxx7 kar***********@w**********.com
Greenberg Graham Advisors 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx0 jgr****@g*********.com
Wohl Investment Co 14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94970xxxx0 *re*@w*************.com
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
Meridian Capital Management 3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 56259xxxx0
Flagstar Bank 949 S Coast Dr Ste 100, Costa Mesa, CA 92626
71454xxxx0 aar********@f*******.com
Costa Mesa Tax Service 2973 Harbor Blvd, Ste 825, Costa Mesa, CA 92626 71442xxxx2
Inverness Graham Investments LP 15707 Rockfield Blvd, Irvine, CA 92618
94922xxxx0 aam**@i**************.com
Klk Capital Management 2010 Main St, Irvine, CA 92614
94937xxxx8 aca*****************@a******.com
Premier Tax CFO 1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 71487xxxx2 5 1
C3 Private Wealth Advisors - Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 c3p********************@a***.com
Check Capital Management 575 Anton Blvd # 500, Costa Mesa, CA 92626
80071xxxx7 aeb*****@c***********.com 4.6 18
Newport Advisory 4695 Macarthur Ct, Newport Beach, CA 92660
94962xxxx0 aj@n**************.com
American Healthcare REIT, Inc 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 inf*@a******.com
NSK Asset Management Inc 20732 Seine Ave, Lakewood, CA 90715 56240xxxx2
Brent Rupnow - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx9 bre*********@a***.com
Dynamic Firm Management 4570 Campus Dr, Newport Beach, CA 92660
71497xxxx0 mcc**@d**********.com
Good Life Financial Management 16842 Von Karman Ave, Irvine, CA 92606 94923xxxx7
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
Martin Klein - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157
Mitchell Capital Management Inc 3187 Airway Ave, Costa Mesa, CA 92626 71443xxxx2 dgo****@g***************.com
Edward Jones - Financial Advisor: Gregory A Taylor 4010 Watson Plaza Dr, Lakewood, CA 90712
56242xxxx8 a.j*********@e**********.com
Tranzon Asset Strategies 9980 Irvine Center Dr Ste 100, Irvine, CA 92618
88831xxxx4 adv****@t******.com 11393 12000
Edward Jones 4195 N Viking Way Ste 110, Long Beach, CA 90808
56242xxxx8 a.j*********@e**********.com
Matthew Investment Properties 16892 Bolsa Chica St Suite #203, Huntington Beach, CA 92649
71484xxxx5 inf*@m****************.com 1.7 3
David Rae Certified Financial Planner Huntington Beach, CA 92647
31075xxxx0 dav******@f*****************.com
American Gateaway Regional Centers LLC 930 roosevelt DR Ste 325, Irvine, CA 92620 71430xxxx1
Orange Capital Management 333 S Anita Dr Ste 700 Orange, CA 92868
71463xxxx1 agu******@o**********************.com 3 2
Paul Lieu - Calton & Associates 15061 Springdale St Ste 107 Huntington Beach, CA 92649
71446xxxx6
Property Management Irvine 2010 Main St, Irvine, CA 92614 71467xxxx8
Mike Tran - World Financial Group 10055 Slater Ave Ste 214 Fountain Valley, CA 92708
71446xxxx8 dns******@a*******.com
Confluence Wealth Management Group - Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
90939xxxx9 cam**********@a***.com 16 15 20
Global Investment Management 9602 Hamilton Ave, Huntington Beach, CA 92646 71496xxxx7
First American Trust 5 First American Way Santa Ana, CA 92707
87790xxxx8 acc**********@f******.com 3.8 4 1.8 5 5255
Allianz Asset Management Of America 650 Newport Center Dr, Newport Beach, CA 92660 94921xxxx0 1 1
Birch Capital 5000 Birch St Ste 3000, Newport Beach, CA 92660
88838xxxx7 ale*@b*******.com
Gardena Financial 1516 W Redondo Beach Blvd, Gardena, CA 90247
42499xxxx9 4.8 35 4.7 159 45
Edward Jones - Financial Advisor: Felicia Y Gonzalez 5855 E Naples Plz Ste 100, Long Beach, CA 90803 56243xxxx1
David Thompson - RBC Wealth Management Branch Director 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Newport Beach Investment Group LLC 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94990xxxx8
Alpha Wealth Partners 4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660
94942xxxx0 dee@a**************.com 5 1
Cerritos Garp 12741 Towne Center Dr, Cerritos, CA 90703 56280xxxx0 4.2 132
H Roark Investment Banking Inc. 4750 Von Karman Ave, Newport Beach, CA 92660 94925xxxx5
Adam MacDonald - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx5
Vincent Lovoy 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Richard Rustin - LPL Financial Planning Services HUNTINGTN BCH, CA 92649
71437xxxx0 aar********@l**.com 20104 234 21000
Zusho Venture Partners, LLC 120 Newport Center Dr, Newport Beach, CA 92660
94947xxxx5 inf*@z****.com 264 2 253
Edward Jones - Financial Advisor: Jared R Dahline 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 86737 98000
Edward Jones 13001 Seal Beach Blvd, Seal Beach, CA 90740
56259xxxx2 a.j*********@e**********.com 147
Neuberger Berman 620 Newport Center Dr Ste 250, Newport Beach, CA 92660
94946xxxx0 abc***@n*.com
Onitus Capital, LLC 3857 Birch St Suite #5059, Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 9
Edward Jones - Financial Advisor: Stephanie Bartels 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740
56243xxxx6 a.j*********@e**********.com
Salout Insurance Solutions 15520 Rockfield Blvd Ste G Irvine, CA 92618
71431xxxx9 5 6
Medici Capital 520 Newport Center Dr #620, Newport Beach, CA 92660 94970xxxx5
OC Financial Group 134 Liberty St, Tustin, CA 92782
94937xxxx4 joh*@o***************.com
M 2 Investment Advisor 11770 Warner Ave Ste 112 Fountain Valley, CA 92708 71424xxxx1
Maxim Capitol Advisors Inc 4695 Macarthur Ct, Newport Beach, CA 92660
94975xxxx3 ant****@c******************.net
Edward Jones - Financial Advisor: Jonathan Goodwin 24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653
94983xxxx5 a.j*********@e**********.com 87605 100000
SeaCliff Realty, Inc. 2130 Main St Ste 150, Huntington Beach, CA 92648 71486xxxx1
Fulcrum Partners 600 36th St, Newport Beach, CA 92663 21343xxxx2
Edward Jones - Financial Advisor: Nathan Kieu 19742 Macarthur Blvd, Irvine, CA 92612
94972xxxx8 a.j*********@e**********.com 87631 100000
Bradstreet Investment Co. 121 Agate Ave, Newport Beach, CA 92662 94972xxxx2
Scottrade - Online Trading & Stock 13209 Jamboree Rd, Tustin, CA 92782
71466xxxx2 dns*****@s*****.com
Tremont Realty Capital 1786 Orange Ave, Costa Mesa, CA 92627 94921xxxx0
LRES Corporation 765 The City Dr S, Orange, CA 92868
71452xxxx7 ada*@l***.com
Wealth Management Services Inc 15771 Grey Oaks St, Westminster, CA 92683
71479xxxx9 inf*@w****.com
Edward Jones - Financial Advisor: Trisha M Braunstein 3621 Harbor Blvd Ste 140, Santa Ana, CA 92704
94963xxxx1 a.j*********@e**********.com 48 91
Allstate Personal Financial Representative: Jose Villasenor 10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720
56268xxxx4 a****00@a*******.com
DiCambio Wealth Management of Raymond James 660 Newport Center Dr # 570, Newport Beach, CA 92660
94973xxxx7 aar**********@r***********.com 17482 18000
Skyhill Financial, Inc 5762 Bolsa Ave, Huntington Beach, CA 92649
71465xxxx8 bra******@s***************.com
Needelman Asset Management Inc 111 Pacifica Ste 140, Irvine, CA 92618
94945xxxx3 sam@m*********.com
American Funds 6455 Irvine Center Dr, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 3.9 18 170891 185000
Remedios Manzanilla Inc 11428 Artesia Blvd, Artesia, CA 90701 56286xxxx8
Ankona Capital 800 Newport Center Dr #100, Newport Beach, CA 92660
94979xxxx2 inf*@a********.com
Lifestyle Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
94983xxxx3 aar*********@s******.com 9472 9500
Comprehensive Financial Inc 16520 Bake Pkwy, Irvine, CA 92618 94950xxxx7 cor****@c*************.com 197 12 215
Marion Consulting 1604 E 4th St Ste A, Santa Ana, CA 92701
71424xxxx4 aga****@k************.com
Money Management Resources Inc 1200 N Main St Ste 820, Santa Ana, CA 92701 71497xxxx8
Counselor Realty Huntington Beach, CA 92646 71484xxxx2
Balboa Property Management 813 E Balboa Blvd, Newport Beach, CA 92661
94970xxxx9 vac*****@n*******************.com 5 4 4.4 31 933 10 957
Kovitz 30 Enterprise Ste 210, Aliso Viejo, CA 92656
94949xxxx5 aar**@k*****.com
Western Investment Corp 620 W Orangewood Ave, Anaheim, CA 92802 71497xxxx0 aa@w************.com 3.5 374
Edward Jones - Financial Advisor: Jaime A. Torres 7755 Center Ave Ste 1010, Huntington Beach, CA 92647 71490xxxx6
Buchanan Street Partners 3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660
94972xxxx4 ade****@b*************.com 3.3 3
Tu Tran Cfp 17822 17th St, Tustin, CA 92780 71473xxxx1
CWS Capital Partners 14 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660
94964xxxx0 ama****@c*********.com 3.5 4
Mark Elliott - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 mar*********@r**.com
D & L Investment 18281 Gothard St Ste 201 Huntington Beach, CA 92648 71484xxxx9
Balboa Wealth Partners 130 Newport Center Dr Suite 240, Newport Beach, CA 92660
94944xxxx5 aar******@b***********.com 3 2
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 87586 100000
Amrit Mathur - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 amr*********@r**.com
Engaged Capital 610 Newport Center Dr, Newport Beach, CA 92660
94973xxxx0 aju**@e*************.com
Theresa Kost - RBC Wealth Management Financial Advisor 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx9 the*********@r**.com 80 8 83
Correa & Associates - Ameriprise Financial Services 101 Main St Ste 220 Huntington Beach, CA 92648
71437xxxx0 ant*********************@a***.com
Allstate Personal Financial Representative: Elias Dafesh 401 S Euclid St, Anaheim, CA 92802
56276xxxx7 a****00@a*******.com
Mamey Investment Corporation 4 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94985xxxx0 inf*@m****.net
Online Trading Academy 17780 Fitch Ste 200 Irvine, CA 92614
88843xxxx2 abi*@t*************.com 3.9 132 109528 203 117000
Cherokee Associates 2035 Flamingo Dr Costa Mesa, CA 92626 71454xxxx2
Self Directed IRA Corp 1150 Main St Ste E Irvine, CA 92614
94974xxxx4
Tommy Mai Financial 8201 Westminster Blvd Ste 202 Westminster, CA 92683
71498xxxx9
Wells Fargo Private Bank 5 Park Plz, Irvine, CA 92614
94925xxxx6 aar**********@w*********.com 155184 11
Stock Traders 16152 Beach Blvd Huntington Beach, CA 92647 71437xxxx8
Trusted Policy Funds 23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653 94951xxxx8
Jas Global Investments 3400 Via Oporto Ste 104 Newport Beach, CA 92663 94972xxxx7
Edward Jones - Financial Advisor: Amy Worth 18837 Brookhurst St Ste 205 Fountain Valley, CA 92708
71496xxxx4 acc**********@e**********.com 1 1 87586 100000
CB Investments 300 Pacific Coast Hwy #301, Huntington Beach, CA 92648
71477xxxx3 chr**@c************.com 5 30 954 951
Commercial Development Capital Advisors (CDCA) 2901 West Coast Hwy #200, Newport Beach, CA 92663 80087xxxx3
IRA Source, LLC 100 Oceangate, Long Beach, CA 90802 56254xxxx6
LongTail Alpha 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx7 com*******@l************.com
Monticello Property Management 16531 Bolsa Chica St Suite 301, Huntington Beach, CA 92649
71477xxxx4 gil****@m***********.com 4.1 17
Ameriprise Financial Advisors 101 Main St Ste 220 Huntington Beach, CA 92648 71453xxxx4 5 1
Johny Makhijani - Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx2 dns*****@a***.com 117 125
Edward Jones - Financial Advisor: Tom Choi 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 87631 100000
Edward Jones - Financial Advisor: Gabriel Choo 3111 N Tustin St Ste 190, Orange, CA 92865
71463xxxx0 a.j*********@e**********.com 87630 100000
McGregor Financial Group Inc 19762 Macarthur Blvd, Irvine, CA 92612 94972xxxx8
Edward Jones - Financial Advisor: Bob Josten 307 Marine Ave, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 87631 100000
Edward Jones 505 S Villa Real Ste 201, Anaheim, CA 92807 71463xxxx8
Edward Jones - Financial Advisor: Michael R Long 18002 Irvine Blvd Ste 102, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86230 96000
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
Linco Investment Company 1107 Quail St, Newport Beach, CA 92660 94922xxxx0
Labarthe, Jeff 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2
Steven Vant - Financial Advisor, Ameriprise Financial Services 3711 Long Beach Blvd Ste 1015, Long Beach, CA 90807
56272xxxx6 dns*****@a***.com
Mischler Financial Group Inc 1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625
94972xxxx0 agu*******@m****************.com 5 5 89
Pence Wealth Management - Financial Advisors 5000 Birch St #8000, Newport Beach, CA 92660
94966xxxx7 aay************@l**.com 5 1 1229 37 1297
The KFK Group 4000 Barranca Pkwy Ste 250 Irvine, CA 92604
94926xxxx3 ern***@t**********.com
Edward Jones 2540 Main St Ste W, Irvine, CA 92614 94986xxxx6
Surf City Investors 9151 Atlanta Ave #6093, Huntington Beach, CA 92646
94968xxxx7 joh*@s****************.com
Online California Title Loans 110 E Wilshire Ave, Fullerton, CA 92832 65722xxxx2
Cooke Wealth Management 18881 Von Karman Ave Ste 1420 Irvine, CA 92612
94972xxxx0 coo********@c*************.com 5 2
CMF Real Estate Capital Group 3350 E 7th St Ste 434 Long Beach, CA 90804
56276xxxx9 joh*@c**************.com 4.9 19 5 4
Goodwind Ventures 2901 W Coast Hwy Newport Beach, CA 92663 94925xxxx3
Quan Financial 1011 Brioso Dr Ste 109 Costa Mesa, CA 92627
cha*@q************.com 5 1 5 1 54 7 53
Perry Wealth Management 12501 Seal Beach Blvd, Seal Beach, CA 90740 56249xxxx1
Sse Investments Inc 1328 W 19th St, Long Beach, CA 90810
56243xxxx9 c18*****************************@s*****.wixpress
J & E Brothers Investments LLC 7861 Clay Ave 9, Huntington Beach, CA 92648
71442xxxx8 abc***@m****.com
Edward Jones - Financial Advisor: Will Fetter, CEPA®|AAMS™ 2582 N Santiago Blvd Ste B, Orange, CA 92867
71460xxxx0 a.j*********@e**********.com 87630 100000
UBS Financial Services Inc 888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660 94976xxxx8 aar*******@u**.com 230237 243000
Advanced Planning Group 4770 Campus Dr, Newport Beach, CA 92660
95177xxxx3 ada*@t*********.org 51 9
Martin Commercial Grp 1360 Ritchey St, Santa Ana, CA 92705
71454xxxx0 ela*********@m****.com
Option Investments, Inc. (OpVest) 300 Spectrum Center Dr Ste 1030, Irvine, CA 92618
94926xxxx0 aci********@o*****.com
Accretive Realty Advisors 301 Shipyard Way Suite B, Newport Beach, CA 92663
94956xxxx4 inf*@a**************.com
Financial Managers Jmb 43 Corporate Park Ste 104, Irvine, CA 92606
94925xxxx4 jac********@c*************.com
Crescent Bay Advisors, Inc. 2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625
94971xxxx7 inf*@c******************.com
American Express 9261 Krepp Dr, Huntington Beach, CA 92646 71496xxxx0 aar**@a**************.com 898016
Strada Capital Group 100 Spectrum Center Dr Ste 900, Irvine, CA 92618
94978xxxx0 ana******@s************.com 6191 113 5900
Griffin Capital Securities 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 ada*@g*************.com
Nadavon Capital Partners 3333 Pacific Coast Highway, Newport Beach, Ca 92663
94941xxxx4 hel**@n******.com
Stifel 895 Dove St Ste 400, Newport Beach, CA 92660
94925xxxx4 abb****@s*****.com 4756 5200
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
AMS Real Estate Services 4040 MacArthur Blvd Ste 309, Newport Beach, CA 92660
94967xxxx3 inf*@a*********.com 3 2 597
Edward Jones - Financial Advisor: Hai B. Phan 18426 Brookhurst St Ste 206 Fountain Valley, CA 92708
71496xxxx0 acc**********@e**********.com 87586 100000
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® 1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 278 3 286
The Roya Cole Group - Morgan Stanley 800 Newport Center Dr Ste 500, Newport Beach, CA 92660
94976xxxx0 acc**********@m************.com
Pacific Advisors 1525 E Chapman Ave, Fullerton, CA 92831
71460xxxx9 dom*********@g***.com
Frontier Investment 17992 Cowan, Irvine, CA 92614 94972xxxx0
Askew Kabala & Co. Inc. 242 W Main St, Tustin, CA 92780 71450xxxx0 con****@a**********.com
Row Asset Management 450 Newport Center Dr, Newport Beach, CA 92660
94947xxxx1 ak@r****.com
Davidson Capital Investments Long Beach, CA 90814
83332xxxx5
Financial Network Investment Corporation 2440 N Glassell St Ste U, Orange, CA 92865 71497xxxx7
Southern California Property Management Service 117 Main St Unit 207, Huntington Beach, CA 92648
94990xxxx2 inf*@s**************************.com 5 3
Coastland Investment Properties, Inc. 16892 Bolsa Chica St., Suite #203, Huntington Beach, CA 92649 71462xxxx1
Edward Jones - Financial Advisor: Ryan T Omoto, AAMS™ 19900 Beach Blvd Suite I, Huntington Beach, CA 92648
71496xxxx0 acc**********@e**********.com 4.5 2 87586 100000
Zuk C L & Associates 22936 El Toro Rd, Lake Forest, CA 92630
94947xxxx5 adm**@z***********.com
Van Dyke Inc Investment & Wealth Management 18377 Beach Blvd Ste 325 Huntington Beach, CA 92648 71437xxxx0
MAP Alternative Asset Management Co 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94970xxxx0
Spectrum Asset Management Inc. 450 Newport Center Dr, Newport Beach, CA 92660
94995xxxx1 ach***@m*********.com 166767 126 187000
Triton Investment Advisors 18672 Florida St Ste 202B, Huntington Beach, CA 92648 71437xxxx0
Warland Investments 11155 Knott Ave Ste J Cypress, CA 90630
71489xxxx8 a.p*********@p**********.com 1 1 4.7 834 18891 1256 19000
WMP Immigration 3711 Long Beach Blvd Ste 4555 Long Beach, CA 90807
56256xxxx4 inf*@w*************.com
Pure Financial Advisors 2020 Main St Ste 690 Irvine, CA 92614
94977xxxx0 abb********@p************.com 1667 1700
Signature Estates and Investment Advisors 2010 Main St, Irvine, CA 92614
94970xxxx8 adm**@s***.com
AXONE CAPITAL 4340 Von Karman Ave SUITE 250, Newport Beach, CA 92660 94972xxxx8
Investor Solutions Group 18377 Beach Blvd Ste 323, Huntington Beach, CA 92648
71484xxxx5
Affinity Investment Advisors 18111 Von Karman Ave Ste 550, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services 2020 Main St Ste 250, Irvine, CA 92614
94933xxxx0 dns*****@a***.com
Bryson Financial 3777 Long Beach Blvd, Long Beach, CA 90807
56238xxxx1 ala**@b**************.com 5 7 737 256 737
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. 9870 Research Dr Irvine, CA 92618
94971xxxx0 bbo***@d******************.com 4.2 6
Oc Realty Advisors 1 Technology Dr, Irvine, CA 92618 61224xxxx0 5 1
Raymond James Financial Services - W. Craig Walker, Cfp(r) 305 N Harbor Blvd Ste 216, Fullerton, CA 92832 71444xxxx0
Lifetime Paradigm, Inc. 260 Newport Center Dr #100, Newport Beach, CA 92660
80081xxxx6 adm**@l***************.com 700 703
One Stop Realty & Financial 14351 Euclid St Ste 1S Garden Grove, CA 92843 71465xxxx1 5 14 4.6 22
Edward Jones - Financial Advisor: Jason Jiang 18200 Von Karman Ave Ste 560 Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 2
Barbara Stowell: LPL Financial Advisor 9550 Warner Ave Ste 300, Fountain Valley, CA 92708
71496xxxx0 ahe*******@i**********.com 5 1
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Swick Lam Assett Management 940 S Coast Dr, Costa Mesa, CA 92626 71485xxxx0
MCM Financial Group 3 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94972xxxx5 mcm******@l**.com 1 1
Moler Capital Management 8 Corporate Park, Irvine, CA 92606
94944xxxx3 mat****@m***********.com
Fidelity Investments 1600 Newport Center Dr Suite 100, Newport Beach, CA 92660
80036xxxx0 a61****@f*******.com 3.5 2 329254 353000
McDonnell Investment Management 24872 Golden Vis, Laguna Niguel, CA 92677
94936xxxx2 b.c*****@m*******************.com
JDL Securities Corporation 1001 Dove St, Newport Beach, CA 92660
94975xxxx6
Newport Beach Vacation Properties 813 E Balboa Blvd, Newport Beach, CA 92661
94973xxxx1 vac*****@n*******************.com 3.8 36 4.4 31 933 10 957
Crossmark Financial 1601 Dove St Ste 199, Newport Beach, CA 92660
94944xxxx0 bry**@c*****************.com
Mission Wealth 1 Park Plz, Irvine, CA 92614
94928xxxx0 ach****@m************.com
Sanjay and Amrit Mathur 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 amr*********@r**.com
The McEwan Group - Morgan Stanley 800 Newport Center Dr Ste 500, Newport Beach, CA 92660
94971xxxx0 acc**********@m************.com
Karen Codman 1165 E San Antonio Dr Ste G Long Beach, CA 90807
56272xxxx0 inf*@k**********.com 39 5 2 76
AK Financial 6 Venture Ste 390, Irvine, CA 92618
94978xxxx0 ak@a***************.com 5 17 119
SageView Advisory Group 1920 Main St Ste 800, Irvine, CA 92614
80081xxxx2 ach**@s***************.com 150 6 158
Jay DeRusso 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
Concord Investment Council 9811 Irvine Center Dr, Irvine, CA 92618
94985xxxx0 gid***@c******.com 52 2 53
Confluence Wealth Management Group - Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com 16 15 20
Tyler James Pace, CPA, MAFM 3000 Ladrillo Aisle, Irvine, CA 92606 94942xxxx5
Treussard Capital Management LLC
94977xxxx6 jon*****@t********.com
John Stokes Financial 2030 Main St Ste 1300 Irvine, CA 92614
94947xxxx5 ala**@j******************.com 3.8 4
South Coast Wealth Management 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx7
Fifth Third Private Bank - Noel Hamilton 500 Newport Center Dr # 800, Newport Beach, CA 92660
94961xxxx7 adr************@5*.com 1.8 11
Access Inc 19762 Macarthur Blvd, Irvine, CA 92612 94975xxxx0
Plus EV Capital 5000 Birch St. Suite 3000, Newport Beach, CA 92660
94937xxxx0
The March Group 7545 Irvine Center Dr, Irvine, CA 92618 94962xxxx5
Terrada Investment Corp 4940 Campus Dr Ste C, Newport Beach, CA 92660 94975xxxx0
BKM Capital Partners 1701 Quail St #100, Newport Beach, CA 92660
94956xxxx0 aar**@b*****************.com 5 3 5 5 81 19 93
Needleman Asset Management 1301 Dove St, Newport Beach, CA 92660
94938xxxx0 ach***@m*********.com
SoCal Financial Planning 2552 Walnut Ave Ste 145 Tustin, CA 92780
94937xxxx4 5 1
APEX Investment Planning Services 424 32nd St Ste A, Newport Beach, CA 92663
94966xxxx0 bai****@b*******.com
Diversified Real Property Management 180 E Main St Ste 101, Tustin, CA 92780
71454xxxx5 ahm**@d********.com
California Financial & Real Estate Center 16531 Bolsa Chica St, Huntington Beach, CA 92649 71484xxxx2
Unique Investment Corps 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 inf*@u*************.com
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
Liberty Capital Management 1811 E Garry Ave, Santa Ana, CA 92705
94972xxxx8 agr****@l****************.com 5 4
Trustee Corp 30 Corporate Park Ste 400, Irvine, CA 92606
94925xxxx0 abu****@t***********.com 5 7 245 15 245
Raymond James 14102 Montgomery Dr, Westminster, CA 92683
71489xxxx3 aar************@r***********.com
Veterans Financial Group 765 The City Dr S Ste 390 Orange, CA 92868
71478xxxx2 5 11 5 1
The Freedom Way 19361 Broookhurst St Ste 16 Huntington Beach, CA 92646 71447xxxx6
Kayne Anderson Rudnick 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
80023xxxx4 aar******@k****.com
Edward Jones - Financial Advisor: Scott P Smith 16400 Pacific Coast Hwy Ste 107 Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 87586 100000
MHG Capital 520 Newport Center Dr Flr. 2, Newport Beach, CA 92660
94920xxxx5 inf*@m*********.com
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
California Private Wealth Management 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 94921xxxx9
Integrity Wealth Management 3991 MacArthur Blvd, Newport Beach, CA 92660
94995xxxx8 eve***@i***********.com 5 2 139 146
Asset Management 417 S Broadway, Santa Ana, CA 92701 94928xxxx9
AMIP Lending 3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 56273xxxx5
Fair Trade Real Estate 5 Park Plz Ste 1150, Irvine, CA 92614
94997xxxx8 a30*************************************@w*****************.com 5 15 871 85 981
Clearview Investment Partners 250 Newport Center Dr Ste 300, Newport Beach, CA 92660 94920xxxx0 fir**@c******.com
Newport Equity Partners 2901 W Coast Hwy Newport Beach, CA 92663 94925xxxx6
Sol Terra Estates & Lending Inc. 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94962xxxx5 geo***@s**************.com 363 7 354
Wealth Strategies Group 950 S Coast Dr Ste 115, Costa Mesa, CA 92626
71438xxxx0 inf*@w********************.com 16 18
Raymond James Financial Services 3444 E Anaheim St, Long Beach, CA 90804
56273xxxx5 aar************@r***********.com
Wirth Financial Services 17941 Mitchell S, Irvine, CA 92614
94985xxxx5 joh*@t********.com 5 2
Rialto Capital Management 520 Newport Center Dr, Newport Beach, CA 92660
94938xxxx0 aar********@r************.com
Merrill Lynch Wealth Management 24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653
94985xxxx0 ban********************@m*.com
Triad Investment Management 1301 Dove St Ste 1080, Newport Beach, CA 92660
94967xxxx1 con****@t******.com 3.7 3 92
Soojinda Investment Management 7475 La Palma Ave, Buena Park, CA 90620 71452xxxx5
Charles Schwab 16 Corporate Plaza Dr Newport Beach, CA 92660
94971xxxx8 abc******@s*****.com 5 5 2.8 20
ClearPath Financial and Insurance Solutions 1100 Town And Country Rd Ste 1250 Orange , CA 92868
95125xxxx6 ada*******@c**********.net 5 2 76
Cerritos Garp 12831 Towne Center Dr, Cerritos, CA 90703 56286xxxx3 aar**@p************.com 4.4 377
PruVise, Inc 4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660
94979xxxx4 leg**@c************.com 5 1
Jim Warren - Financial Advisor, Ameriprise Financial Services 4 Venture Ste 300, Irvine, CA 92618
90939xxxx9 cam**********@a***.com
Unique Property Management 950 S Coast Dr, Costa Mesa, CA 92626
71484xxxx0 upm@u*************.com
Edward Jones - Financial Advisor: Felicia Y Gonzalez 5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 56296xxxx4 a.j*********@e**********.com 85136 76
Reliant Account Management 1900 Quail St, Newport Beach, CA 92660
94985xxxx4 bra**@r***********.com
Gary’s Hsu CPA Cfp 172 N Tustin St Ste 101 Orange, CA 92867 71499xxxx1 5 1
Tina Chou - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 dan***********@a***.com
Affinity Investment Advisors 18191 Von Karman Ave Ste 420, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Robert Breen - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614 94966xxxx8 and*****************@f*******.com 61
Whittier Trust 4695 Macarthur Ct, Newport Beach, CA 92660
71454xxxx0 bfi****@w************.com
Mercury Partners 140 Newport Center Dr, Newport Beach, CA 92660
94953xxxx2 dav**@m*******.com
Kremer Co 260 Newport Center Dr, Newport Beach, CA 92660 94975xxxx2
Securities America Inc 2543 E Denise Ave, Orange, CA 92867
71499xxxx6 aad********@s****************.com
Pacific Financial Plaza 880 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 jan*****@i******************.com 1307
Kyoto National 9938 Bolsa Ave Westminster, CA 92683 71477xxxx1
Duttenhofer Advisory Group 1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651
94949xxxx0 inf*@o****************.com
Investment Brokerage 2721 E Coast Hwy, Corona Del Mar, CA 92625 94956xxxx1
C F G Investments 17220 Newhope St Ste 224, Fountain Valley, CA 92708 71455xxxx0
Professional Equities Inc 23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653
94995xxxx7 907*************************************@w*****************.com
Al Frank Asset Management Inc 30 Enterprise Ste 210, Aliso Viejo, CA 92656 94960xxxx0
Hsu Investment Company 1491 Santa Fe Dr, Tustin, CA 92780 71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard 17822 17th St Ste 405, Tustin, CA 92780 71483xxxx6
Noble Tax Specialists 4299 MacArthur Ste 100 Newport Beach, CA 92660
88827xxxx8 aj@n******.com 4.3 6 2
Edward Jones - Financial Advisor: James B Johnson 27001 Moulton Pkwy, Aliso Viejo, CA 92656
94936xxxx4 a.j*********@e**********.com
Transformation, LLC 105 Main St, Newport Beach, CA 92661
32362xxxx5 joh*******@t*********************.com
Edward Jones 3916 Atlantic Ave, Long Beach, CA 90807 56298xxxx2
Firehorse Enterprise 25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630 95170xxxx3
Dynamic Property Group, LLC 5500 Bolsa Ave #201, Huntington Beach, CA 92649
71474xxxx3 rec******@d*****.com 4.1 39
Viking International Investment Real Estate Financial Services 4570 Campus Dr Ste 35, Newport Beach, CA 92660
94925xxxx0 abr****@v***********.com 351 355
US Credit Collection Agency 9891 Irvine Center Dr, Irvine, CA 92618 94924xxxx9
Retirement Planning Newport Beach | Miramontes Capital 4701 Teller Ave, Newport Beach, CA 92660
94940xxxx0 ang**********@m****************.com 5 25
Triad Investment Management 1301 Dove St Ste 330, Newport Beach, CA 92660
94985xxxx2 con****@t******.com 3.7 3
Financial Resources Group 610 Newport Center Dr Ste 200 Newport Beach, CA 92660
94995xxxx5 inf*@f********************.com 2.8 6
Capstone Lending Corp 6061 Dale St, Buena Park, CA 90621
71452xxxx1 but**@c**************.com 76 79
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Centricity Financial 5000 Birch St Ste 3000 Newport Beach, CA 92660
94944xxxx5 inf*@c******************.com
The LBL Group 3631 S Harbor Blvd Ste 200 Santa Ana, CA 92704
65723xxxx0 ale*@l*******.com
FINANCE AGENTS 20281 SW Birch St #200, Newport Beach, CA 92660 94925xxxx0 4.8 6
TIAA Financial Services 19200 Von Karman Ave 4th Fl, Irvine, CA 92612
87720xxxx0 acc******************@t***.org 3 2 90938 529 91000
Richey Advisors 110 E Wilshire Ave, Fullerton, CA 92832
71444xxxx6 inf*@r****.com 28
California Commercial Real Estate Services 1800 Quail St, Newport Beach, CA 92660
94979xxxx0 ada***@c******.org
TBG EQUITY 23 Corporate Plaza Dr, Newport Beach, CA 92660
94929xxxx5 n@t********.com
Edward Jones 12341 Newport Ave Suite B-100, Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 15
Roman Risk & Insurance Services 8707 Research Dr, Irvine, CA 92618
94968xxxx2 inf*@i*****.com 94
Allstate Personal Financial Representative: Eddie Millan 117 S Harbor Blvd, Santa Ana, CA 92704
62648xxxx9 a****00@a*******.com
Sun Capital Management 5 Park Plz, Irvine, CA 92614
94922xxxx8
Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™ 15061 Springdale St Suite 106, Huntington Beach, CA 92649
71489xxxx2 acc**********@e**********.com 11
Five B Investment 903 W 17th Street Ofc Costa Mesa, CA 92627 94963xxxx3
Stifel - Van Horn Financial Group 6700 E Pacific Coast Hwy Ste 230 Long Beach, CA 90803
56248xxxx7 sem*******@s*****.com 4780 5200
Wealth Management Services Inc 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx8 ado********@a***.com 295 296
Mka Capital Group Advisors 1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94972xxxx0 adm**@m*****.com
Odell’s Investment 2901 W Coast Hwy Newport Beach, CA 92663 94925xxxx9
Morgan Stanley Wealth Management 650 Town Center Dr Ste 100, Costa Mesa, CA 92626 71495xxxx0
Aristotle Capital MGMT 840 Newport Center Dr, Newport Beach, CA 92660
94999xxxx0 abe********@a***********.com 5000
Edward Jones - Financial Advisor: Nailah Khan 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 56243xxxx6
Howell & Associates, LLP 2400 Newport Blvd, Costa Mesa, CA 92627 71498xxxx3
l squared capital 3434 Via Lido, Newport Beach, CA 92663
94939xxxx8 aki****@l**********.com
Edward Jones - Financial Advisor: Scott C Assali, AAMS™|CRPS™ 20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com 114 118
Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com
Dilday & Associates 6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803
56259xxxx5
Mercapital 10900 183rd St, Cerritos, CA 90703 56240xxxx0
Edward Jones - Financial Advisor: Wilbur M Salazar 12792 Valley View St Ste F, Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87385 100000
Primerica Financial Services 16835 Algonquin St # 209, Huntington Beach, CA 92649
71490xxxx4 a.-*******************@p********.com 4.5 2 149620 3790 162000
41 North 160 Newport Center Dr #220, Newport Beach, CA 92660
94964xxxx1 inf*@4*******.com 5 2
TCI Corp Serving theHuntington Beach Area 94949xxxx5
Jerris Wealth Management Group, Inc. 5 Corporate Park, Irvine, CA 92606
94986xxxx7
JST Investment Consulting, RIA 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56299xxxx8
City National Bank - Long Beach Main 100 Oceangate Ste 350 Long Beach, CA 90802
56262xxxx0 abc*******@c**.com 3.6 5 4.7 13 5371 151 5900
Olson Management 4000 Westerly Pl Ste 245, Newport Beach, CA 92660
94947xxxx1 aad********@s****************.com
The Chartist Inc 5122 Katella Ave Ste 200, Los Alamitos, CA 90720
56259xxxx5 con******@t**********.com
Benefit Funding Retirement 138 S Imperial Hwy, Anaheim, CA 92807
71492xxxx5 ade*********@b*******************.com
RCP Advisors 620 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 a.j*********@e**********.com
Menlo Equities Serving theHuntington Beach Area
94975xxxx1 a****@m************.com
Mitchel, Smith & Associates 250 El Camino Real Ste 200 Tustin, CA 92780 71473xxxx9 5 2
Surlamer Investments 4343 Von Karman Ave, Newport Beach, CA 92660
94964xxxx1 ath***@s*******.com
Asset Investment Property 2901 W Coast Hwy Newport Beach, CA 92663
94925xxxx6
Edward Jones - Financial Advisor: Stephanie Bartels 2540 Main St, Irvine, CA 92614
94986xxxx6 a.j*********@e**********.com 87358 99000
Williams Tax & Financial Services 4474 Cerritos Ave Los Alamitos, CA 90720
56249xxxx3 inf*@w**********************.com 4.8 23 4.8 17
American Capital Aquisitions 600 Anton Blvd, Costa Mesa, CA 92626 71498xxxx2
Miramontes Capital 4701 Teller Ave Newport Beach, CA 92660
80046xxxx5 ang**********@m****************.com 5 25 4.3 23 1920 6 1900
Adam MacDonald 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx4 add********@f************.com
Right Now Management 1442 E Lincoln Ave, Orange, CA 92865 65754xxxx1
Charles Schwab 2399 Seal Beach Blvd Ste 101 Seal Beach, CA 90740
80079xxxx3 car**************@s*****.com 3.9 9 3.2 12
Steven R Earley Financial Services Tustin, CA 92780 5 1
Stifel | Ron Witter 520 Newport Center Dr Ste 1500, Newport Beach, CA 92660
94925xxxx9
Accredited Investment Management 2030 Main St Ste 1300, Irvine, CA 92614
94967xxxx5 abh***********@k***.com
Independent Capital Management Newport Beach, CA 92660 94945xxxx0
Sedona Imperial 2901 West Coast Hwy, Newport Beach, CA 92663
31036xxxx2 738*************************************@w*****************.com 5 1
Rafael A De Vengoechea - Morgan Stanley 800 Newport Center Dr Ste 500, Newport Beach, CA 92660
94971xxxx1 acc**********@m************.com
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
The Rand Group 23 Corporate Plaza Dr #130, Newport Beach, CA 92660
94956xxxx6 tea*@t***********.com 64 68
Abi Ltd 23276 S Pointe Dr, Laguna Hills, CA 92653
94985xxxx6 cin**@a******.com
Gregory Zappas 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx4 aos*****@f************.com
Jynormus LLC 19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 94943xxxx2
Advanced Financial Strategies Inc 5 Hubble, Irvine, CA 92618
94945xxxx0 pie***@**w.afsplanning
Wealth Management Solutions 4000 Macarthur Blvd, Newport Beach, CA 92660
94947xxxx0 inf*@w******.com 58 4 62
Raymond James Financial Services 4501 Cerritos Ave, Cypress, CA 90630
56252xxxx0 aar************@r***********.com 17355
Occhino & Associates 17220 Newhope St Ste 216, Fountain Valley, CA 92708
71470xxxx0 aar************@r***********.com
Real Estate Management 1219 Goldenrod Ave, Corona Del Mar, CA 92625 94983xxxx2
Mission Capital Advisors 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 88865xxxx7
Elite Advisory Group 2130 Main St Ste 130 Huntington Beach, CA 92648
71496xxxx8 bma**@e*****************.com 3.7 3
Millennium Pacific Asset Management 16331 Golden Gate Ln Huntington Beach, CA 92649 71484xxxx8
TD Ameritrade 6636 E Pacific Coast Hwy, Long Beach, CA 90803
80066xxxx0 aam***********@t***********.com 393051 400000
Joe Christiansen - Berkshire Hathaway HomeServices 18600 MacArthur Blvd Ste 150 Irvine, CA 92612
94963xxxx4 inf*@b*************.com 5 2 10862 238 11000
SWAN Wealth Management Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Greystar Real Estate Partners 620 Newport Center Dr, Newport Beach, CA 92660
94970xxxx0 aam******@g*******.com 1.7 56 24229 25000
Silversage Advisors 19200 Von Karman Ave Ste 500, Irvine, CA 92612
94922xxxx5 dsa***@s*****************.com
DNP Financial Tax & Services 14541 Brookhurst St Ste C2 Westminster, CA 92683
88822xxxx2 5 1
Investment Property Group 4770 Campus Dr Ste 220, Newport Beach, CA 92660 94986xxxx4
Accurate & Confidential Tax Service 2140 W Chapman Ave Ste 112 Orange, CA 92868
71436xxxx8 5 1
JST Investment Consulting 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56299xxxx8 5 2
iAsset Property Management 9801 Irvine Center Dr, Irvine, CA 92618
94939xxxx1 con********@i*********.com
Back Bay Investment Group 3857 Birch St Ste 195, Newport Beach, CA 92660 91949xxxx6
JMB Financial Managers 6 Hutton Centre Dr, Santa Ana, CA 92707
94925xxxx4 jac********@c*************.com
OC Wealth Coach 17742 Irvine Blvd Ste 200 Tustin, CA 92780
71483xxxx3 tre**@o************.com 5 2
Brunner Financial & Insurance Solutions 1439 W Chapman Ave, Orange, CA 92868 71488xxxx1
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™ 505 S Villa Real Ste 201, Anaheim, CA 92807
71463xxxx8 a.j*********@e**********.com 87630 100000
Newport Venture Capital 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94964xxxx1 jsm***@n********.com
SD TAX SERVICE 18000 Studebaker Rd #700, Cerritos, CA 90703
56246xxxx7
Capital Investment Network 414 Walnut Ave #5158, Huntington Beach, CA 92648
71496xxxx9 cre******@c***********************.com 5 1
Rowe, Richard B, PHD 2120 Main St, Huntington Beach, CA 92648
71496xxxx2 aad********@s****************.com
Spahr Financial Group 18682 Beach Blvd Ste 235 Huntington Beach, CA 92648
17149xxxxx0 joh*******@s*************.com
Alpha Cubed Investments 18301 Von Karman Ave # 900, Irvine, CA 92612
80070xxxx7 alp**@a********************.com 4.5 6
Darany Michael A 17802 Irvine Blvd, Tustin, CA 92780
71483xxxx0 jls@m*******.com
Securities America Advisors-Ken Mascari 22954 El Toro Rd, Lake Forest, CA 92630
94945xxxx0 aad********@s****************.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Parker Leland & Associates 16902 Bolsa Chica St Huntington Beach, CA 92649 71484xxxx4
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
42434xxxx8 dns*****@a***.com
Solis Capital Partners 23 Corporate Plaza Dr #215, Newport Beach, CA 92660
94929xxxx0 aar****@s***********.com
Scalco Financial - Tax and Wealth Management 13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740
56243xxxx0
Allstate Personal Financial Representative: Matt Oelschlager 10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720
94939xxxx2 a****00@a*******.com
Silver Platter Realty 7071 Warner Ave, Huntington Beach, CA 92647 65721xxxx4
Larry Aguayo - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com 53
Brian Friestman - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx7 bri************@a***.com
Reo World Inc 19 Corporate Plaza Dr, Newport Beach, CA 92660 94947xxxx0
Principal Financial Group 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 a.s****@p********.com 68212 230 70000
Ambassador Wealth Management, LLC 5101 E La Palma Ave Ste 100b, Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 240 236
Edward Jones - Financial Advisor: Angela L Choo, CRPS™ 1100 S Coast Hwy, Laguna Beach, CA 92651
94949xxxx9 a.j*********@e**********.com 87631 100000
Solomon Financial Mortgage & Realty, Inc. 3400 Irvine Ave # 221, Newport Beach, CA 92660
71440xxxx4 5 79
Rockefeller Capital Management 23 Corporate Plaza, Ste 246, Newport Beach, CA 92660
94973xxxx4 abc****@r*****.com
Edward Jones - Financial Advisor : Jessie E Norton 485 E 17th St Ste 100 Costa Mesa, CA 92627
94972xxxx4 a.j*********@e**********.com
24seven Hotels - Twenty Four Seven Hotels - 247 Hotels 520 Newport Center Dr #520, Newport Beach, CA 92660
94973xxxx0 aar***@2********.com 4.5 26 911 189 916
Diversified Securities 6700 E Pacific Coast Hwy Ste 150 Long Beach, CA 90803
71452xxxx9 a.m*****@d******.com 1 1
Edward Jones - Financial Advisor: Bradey Jameson, AAMS® 1501 Westcliff Dr Ste 307 Newport Beach, CA 92660
94961xxxx5 acc**********@e**********.com 5 1 87605 100000
Financial Advisors Network 1432 Edinger Ave Ste 200, Tustin, CA 92780
71459xxxx0 doe*****@f***********************.net 178 6 213
Klein Financial Advisors 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx0 geo***@g*******.com 225
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Dewane Investment Strategies - Raymond James Financial 2701 W Coast Hwy Newport Beach, CA 92663
94963xxxx0 aar************@r***********.com 17482 18000
Doug Bailey-RBC Wealth Management Branch Director 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx4
Acorns Grow Inc 5300 California Ave Bldg 1, Irvine, CA 92617
85573xxxx9 cop******@a*****.com
STARCARE Associates, Inc. 23 Corporate Plaza # 242, Newport Beach, CA 92660
94975xxxx3 inf*@s*******.net
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ 101 Main St Ste D, Seal Beach, CA 90740
56279xxxx9 a.j*********@e**********.com 177 3 182
Richland Communities 3161 Michelson Dr, Irvine, CA 92612
94926xxxx0 bco****@r******************.com
Bogie Investment Group Inc 1 World Trade Ctr, Long Beach, CA 90831
56273xxxx7 aca********@p****************.com
Independent Capital Management - An Orange County Financial Advisor 695 Town Center Dr # 530, Costa Mesa, CA 92626
94945xxxx0 a.a@i***********.com 13516 13000
Keep It Simple Financial Planning 333 City Dr Ste 1700 Orange, CA 92868
87741xxxx2 con****@k********************.com 5 9 2528 5 3800
Quest Capital Investments 16480 Harbor Blvd Fountain Valley, CA 92708 71477xxxx0
Claremont Financial Group Inc 245 Fischer Ave, Costa Mesa, CA 92626
71454xxxx0 dan@c*****************.com
Udm Capital Partners 3633 W Macarthur Blvd, Santa Ana, CA 92704
94922xxxx0 inf*@e**********.com
Ethical Asset Investing Inc 745 Termino Ave, Long Beach, CA 90804 51090xxxx3
Honari, Pedram 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 ale*********@m*.com
Portfoliorx 2082 Michelson Dr, Irvine, CA 92612 94944xxxx7
Shin, Stephen 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 12815
Kim Ngo Life Insurance & Investment 9529 Bolsa Ave Westminster, CA 92683
71490xxxx5 a****00@a*******.com
Spach & Associates - Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
88880xxxx1 dns*****@a***.com 27
Michael Schmitt - Financial Advisor, Ameriprise Financial Services 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx9 bri***********@a***.com 16 16
Real Estate Investment Management Service 16110 Bonaire Cir, Huntington Beach, CA 92649 71484xxxx7
Edward Jones Investments 5150 E Pacific Coast Hwy Long Beach, CA 90804 56296xxxx4 5 1
uDirect IRA Services 8 Corporate Park Ste 300 Irvine, CA 92606
71483xxxx6 adm***********@u*********.com 3.8 59
Newport Coast Capital Management 5000 Birch St Ste 3000, Newport Beach, CA 92660 94933xxxx6
Elite Advisory Group, LLC. 2134 Main St #240, Huntington Beach, CA 92648
88896xxxx6 bma**@e*****************.com 3 2 50 4 51
James Hendries - LPL Financial 7777 Center Ave Unit 120, Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 4.4 7 157 162
1st National Capital Corp 26050 Towne Centre Dr, Laguna Hills, CA 92653
94970xxxx0 abl***@f*******.com
Towneley Capital Management Inc 23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653
94983xxxx0 car***@t*******.com 5 2
Mike Hernandez - Trilogy Financial 2601 Main St Ste 200 Irvine, CA 92614
94922xxxx5 a.r*****@t********.com 5 1
Jnyau Investments Garden Grove, CA 92843
71484xxxx6
Pinecreek Investment Co 5000 Birch St, Newport Beach, CA 92660
94947xxxx0 aac******@p***************.net
Theresa Allen 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 acc************@f************.com
Hap Cole - Ameriprise Financial Services 8212 Wildwood Dr Huntington Beach, CA 92646
71453xxxx2 dns*****@a***.com
McCarthy Wealth Management 3300 Irvine Ave # 310, Newport Beach, CA 92660
71424xxxx1 inf*@m**********.com 278 295
Edward Jones 7755 Center Ave Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 5 2 86726 98000
Marino Investment Company 3636 Birch St, Newport Beach, CA 92660
94997xxxx2 eri*@m****************.com
Hobert Wealth Management 23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660
80074xxxx8 hob*****@h*********************.com 5 1
Newport Center Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx7 abc***@u**.com
Edward Jones - Financial Advisor: Mark R Steeber, AAMS 20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648 71453xxxx7
Edward Jones - Financial Advisor: Lucy E Walther, CFP® 4100 Newport Place Dr Ste 190, Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87384 100000
The Investment & Money Management Group 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Daikovich Financial Services 7453 La Palma Ave, Buena Park, CA 90620
71452xxxx0 ver***********@l**.com
Equity Office Mngn 16775 Von Karman Ave, Irvine, CA 92606 94968xxxx4
Luis Orama, CFP , CRPC 520 Newport Center Dr #1700, Newport Beach, CA 92660 94975xxxx2
E Angel 2901 W Coast Hwy Newport Beach, CA 92663 94925xxxx6
K D Development Co 11552 Markon Dr, Garden Grove, CA 92841 71423xxxx2
Edward Jones - Financial Advisor: Rachael E. Yohai 311 Main St Ste 15, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 36
Cooper McManus Wealth Management 9870 Research Dr, Irvine, CA 92618 61255xxxx5 aco****@c************.com 5 2
Granite Investment Group 2 Park Plz Ste 800, Irvine, CA 92614
94947xxxx0 abo*****@g****************.com 5 1
The Institute for Investment Management Consultants 4600 Campus Dr Ste 102, Newport Beach, CA 92660 94925xxxx2
New Wealth Advisors Club 3333 Michelson Dr Ste 300 Irvine, CA 92612
95144xxxx2 ale******@n********************.com 4.5 55
Primior Management 620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660
94952xxxx7 adv*****@p******.com 5 1 982 1000
Rowe Richard B Cfp 2120 Main St Huntington Beach, CA 92648
71496xxxx2 aad********@s****************.com
Orange County Associates 250 N Golden Circle Dr, Santa Ana, CA 92705
71497xxxx3 d.s*****@o*********************.com
Tower 68 Financial Advisors 610 Newport Center Dr #1520, Newport Beach, CA 92660
94994xxxx0 inf*@t******.com 4 2 28 34
20 20 Financial Advisers 575 Anton Blvd Ste 150, Costa Mesa, CA 92626
71443xxxx9 ast*******@2*****.com
Canterbury Consulting Inc. 610 Newport Center Dr #500, Newport Beach, CA 92660
94972xxxx0 ade*******@c*******************.com