| Websco Brokerage Management |
505 E 1st St Ste H Tustin, CA 92780 |
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71450xxxx6 |
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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 |
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| Mortgage Vintage, Inc. |
260 Newport Center Dr, Newport Beach, CA 92660 |
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94963xxxx5 |
daw*@m**************.com |
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| Citrine Securities |
8290 E Brookdale Ln Anaheim, CA 92807 |
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71449xxxx2 |
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| Edward Jones - Financial Advisor: Yvonne Kuhn |
12341 Newport Ave Ste B-100 Santa Ana, CA 92705 |
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71483xxxx0 |
a.j*********@e**********.com |
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42 |
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| Boatright Capital Management |
1420 E Chapman Ave Orange, CA 92866 |
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71470xxxx5 |
acc*******@a**.us |
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| Woodson Wealth Management |
San Diego, CA 92130 |
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85892xxxx0 |
adm**@w********.com |
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3 |
2 |
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188 |
57 |
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| Ranchharbor |
1201 Dove St, Newport Beach, CA 92660 |
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94922xxxx0 |
inf*@r**********.com |
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| Cardinal Capital Investments |
311 W Cerritos Ave, Anaheim, CA 92805 |
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71422xxxx5 |
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| Edward Jones - Financial Advisor: Sam Valero Jr |
3532 Howard Ave Ste 103, Los Alamitos, CA 90720 |
|
56249xxxx3 |
a.j*********@e**********.com |
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178 |
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| AIM Properties |
531 E Chapman Ave, Orange, CA 92866 |
|
71463xxxx4 |
don@a************.net |
2.5 |
46 |
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301294 |
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| Ulivi Wealth Management |
369 S Glassell St, Orange, CA 92866 |
|
71477xxxx0 |
and***@a********************.com |
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| Signature Resources Capital Mangement |
16755 Von Karman Ave, Irvine, CA 92606 |
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94926xxxx6 |
ale**@s***********.com |
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| Matles & Associates |
1601 E Lincoln Ave, Orange, CA 92865 |
|
71473xxxx0 |
all****@g*******.com |
5 |
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| AB Capital |
15 Corporate Plaza Dr, Newport Beach, CA 92660 |
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94949xxxx0 |
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| Edward Jones - Financial Advisor: Randolph J Schroeder |
505 S Villa Real Ste 201 Anaheim Hills, CA 92807 |
|
71463xxxx8 |
a.j*********@e**********.com |
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86718 |
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98000 |
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| Pelorus Equity Group |
124 Tustin Ave Suite 200, Newport Beach, CA 92663 |
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94972xxxx3 |
inf*@p********.com |
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| Hewitt Investment Advisory |
6 Venture Ste 200, Irvine, CA 92618 |
|
94972xxxx4 |
*nn*@o**************.com |
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| California Title Loans |
2102 Business Center Dr Ste 130, Irvine, CA 92612 |
|
85533xxxx1 |
sup****@c*******************.org |
5 |
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| Catalina Group |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94970xxxx2 |
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| D & S Investments |
3751 S Harbor Blvd, Santa Ana, CA 92704 |
|
71443xxxx0 |
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| Fisher’s Financial |
1100 Town And Country Rd Ste 1250 Orange, CA 92868 |
|
71460xxxx3 |
fis***************@w**********.com |
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587293 |
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| California Financial & Real Estate Center |
16531 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71484xxxx2 |
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| Milan Capital Management |
701 S Parker St Suite 5200, Orange, CA 92868 |
|
71468xxxx0 |
adr***@m*******.com |
2.8 |
5 |
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| Bethel Realty & Investment |
1442 Irvine Blvd Ste 218 Tustin, CA 92780 |
|
71466xxxx7 |
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| Rich Group, Inc. |
4000 Barranca Pkwy Ste 250, Irvine, CA 92604 |
|
94950xxxx9 |
ric****@r***************.com |
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| Perlmutter Investment Co |
512 Harbor Island Dr, Newport Beach, CA 92660 |
|
94942xxxx5 |
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| Merrill Lynch Wealth Management |
650 Town Center Dr Ste 500, Costa Mesa, CA 92626 |
|
71442xxxx0 |
ale*********@m*.com |
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| Brunner Financial & Insurance Solutions |
1439 W Chapman Ave, Orange, CA 92868 |
|
71488xxxx1 |
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| Edward Jones - Financial Advisor: John Thomas Patton |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
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| Hanna Capital Management |
8105 Irvine Center Dr Ste 1170, Irvine, CA 92618 |
|
94927xxxx0 |
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| Global Trends Investments |
2010 Main St, Irvine, CA 92614 |
|
94979xxxx0 |
anh@c*********************.com |
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| Rudolph Dewey Investments |
16531 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71437xxxx2 |
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| Cochran Investment Company |
2512 Chambers Rd, Tustin, CA 92780 |
|
71473xxxx0 |
kel********@c****************.com |
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| Majestic Financial Group |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71442xxxx9 |
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| Durham Investment |
1535 E 17th St Santa Ana, CA 92705 |
|
71428xxxx6 |
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| Sage Point Financial |
10061 Talbert Ave, Fountain Valley, CA 92708 |
|
71496xxxx0 |
dom****@a***********.com |
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| Edward Jones - Financial Advisor: Jo Cinnamon |
62 Orchard, Irvine, CA 92618 |
|
97180xxxx7 |
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| Alida Labiosa Century 21 Allstars |
Anaheim, CA 92802 |
|
71485xxxx0 |
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| Advantage Financial Advisory Group |
2 Venture Ste 240, Irvine, CA 92618 |
|
94946xxxx0 |
inf*@f*********************.com |
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| Daniel Cucuiat - Signature Resources |
2601 Main St Ste 700, Irvine, CA 92614 |
|
94979xxxx4 |
inf*@s****.com |
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84 |
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96 |
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| Bjr Capital Holdings |
2301 Dupont Dr, Irvine, CA 92612 |
|
94930xxxx7 |
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| Eliberto Casillas Morales |
Anaheim, CA 92802 |
|
41564xxxx6 |
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5 |
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| Stephenson & Co |
16411 Scientific, Irvine, CA 92618 |
|
94972xxxx5 |
bra*@s******************.com |
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| Gibson Realty INC. |
6056 Lincoln Ave. Suite B, Cypress, CA 90630 |
|
71482xxxx0 |
tam**********@y****.com |
5 |
2 |
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| Pathway Capital Management |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx0 |
ada***********@p*************.com |
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| RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx2 |
wms**********@r**.com |
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|
12835 |
|
14000 |
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| Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx5 |
cry************@a***.com |
|
235 |
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230 |
|
233 |
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| SG Western Financial |
18210 Yorba Linda Blvd Yorba Linda, CA 92886 |
|
71492xxxx5 |
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| Edward Jones - Financial Advisor: Pete Peterson, RICP® |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| Mercury Acquisitions |
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|
71481xxxx1 |
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| Doctors' Financial Management |
630 S Glassell St, Orange, CA 92866 |
|
71477xxxx0 |
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| Courier Insurance Services |
1 City Blvd Ste 800 Orange, CA 92868 |
|
71441xxxx4 |
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40 |
1 |
1 |
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| Woodco Investment Co Inc |
3746 Campus Dr, Newport Beach, CA 92660 |
|
94975xxxx7 |
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| Morgan Stanley Wealth Management |
8150 La Palma Ave, Buena Park, CA 90620 |
|
71482xxxx2 |
aar***********@m***********************.com |
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| Lifebase Advisors Inc |
2700 Newport Blvd, Newport Beach, CA 92663 |
|
94967xxxx3 |
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| Morgan By The Books |
Anaheim, CA 92804 |
|
83387xxxx4 |
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| Edward Jones - Financial Advisor: Randy Hawkins |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
|
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| Rgt Capital Management LTD |
1 Park Plz Ste 950, Irvine, CA 92614 |
|
94995xxxx5 |
abl********@r*****.com |
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| Dexter Ralph |
12631 Imperial Hwy Ste A223, Santa Fe Springs, CA 90670 |
|
56286xxxx1 |
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| RPM Commercial Real Estate |
525 S Douglas St Ste 270 El Segundo, CA 90245 |
|
42428xxxx0 |
bri**@r*****.com |
3.5 |
2 |
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| Primior Asset Management |
750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765 |
|
86646xxxx6 |
adv*****@p******.com |
4 |
21 |
4.9 |
31 |
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983 |
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1000 |
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| Maureen Flanagan |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
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94925xxxx0 |
add********@f************.com |
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90275 |
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115000 |
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| Summit Healthcare REIT, Inc |
23382 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94953xxxx2 |
bni********@s*******************.com |
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| Andorra Investment Management |
5941 E Naples Plz, Long Beach, CA 90803 |
|
56243xxxx0 |
and****@a******.com |
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29 |
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| Hunt Enterprises Investment |
15811 Pasadena Ave, Tustin, CA 92780 |
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71454xxxx4 |
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| Umpqua Bank |
20 Pacifica, Irvine, CA 92618 |
|
94934xxxx9 |
aar*********@u*********.com |
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50686 |
639 |
49000 |
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| Pathway Capital Management |
18101 Von Karman Ave Ste 330, Irvine, CA 92612 |
|
94962xxxx0 |
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| Edward Jones - Financial Advisor: Bruce Branstine, CFP |
229 E Commonwealth Ave Ste D Fullerton, CA 92832 |
|
71444xxxx8 |
acc**********@e**********.com |
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| Securities America |
18300 Von Karman Ave Ste 400, Irvine, CA 92612 |
|
94947xxxx1 |
aad********@s****************.com |
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| First Republic Bank |
2800 E Coast Hwy, Corona Del Mar, CA 92625 |
|
94972xxxx8 |
aa@f************.com |
3 |
4 |
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| Edward Jones |
1412 N Kraemer Blvd Placentia, CA 92870 |
|
71452xxxx4 |
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| KIDD COMMERCIAL GROUP |
68 Malaga Cove Plz Palos Verdes, CA 90274 |
|
80572xxxx8 |
abo*****@c***********.com |
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5 |
1 |
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| Financial Advisors Network, Inc |
1432 Edinger Ave Ste 200 Tustin, CA 92780 |
|
71459xxxx0 |
bri**@f*****.com |
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5 |
2 |
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146 |
6 |
173 |
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| Realty Executives Producers |
50 S Anaheim Blvd Ste 92, Anaheim, CA 92805 |
|
71455xxxx8 |
abc***@r***************.com |
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| Heritage Financial, Ara Malazian, CFP |
505 N Tustin Ave Ste 267 Santa Ana, CA 92705 |
|
94970xxxx2 |
fin********************@c*************.com |
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| Tim Woodall |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx5 |
add********@f************.com |
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| Marshall Reddick Mortgage Fund |
4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660 |
|
85844xxxx7 |
539*************************************@w*****************.com |
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| Duckworth & Mehner |
3189 Pullman St, Costa Mesa, CA 92626 |
|
71443xxxx0 |
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| Edward Jones - Financial Advisor: Anna Li |
15739 Imperial Hwy, La Mirada, CA 90638 |
|
56294xxxx7 |
a.j*********@e**********.com |
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85136 |
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| Manulife Asset Management |
18301 Von Karman Ave, Irvine, CA 92612 |
|
80024xxxx2 |
aar********@m*******.com |
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171826 |
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171000 |
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| Vanguard Property Group |
321 N Rampart St, Orange, CA 92868 |
|
71444xxxx0 |
abi*****@v***************.com |
4 |
12 |
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176 |
7 |
174 |
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| Trusteepro |
23601 Moulton Pkwy, Laguna Hills, CA 92653 |
|
94960xxxx5 |
dan**@t*********.com |
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| Farsai and Farsai Inc |
23276 S Pointe Dr, Laguna Hills, CA 92653 |
|
94976xxxx4 |
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1 |
3 |
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| Suzanne Linn, CPA |
801 E Chapman Ave Ste 109, Fullerton, CA 92831 |
|
71429xxxx5 |
ebe*@e*******.com |
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| Four Corners |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94993xxxx4 |
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| Schwartz Newport Beach Wealth Management of Impact Wealth Management |
120 Newport Center Dr, Newport Beach, CA 92660 |
|
94943xxxx4 |
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| Asset One Property Management |
7545 Irvine Center Drive Suite 200, Irvine, CA 92618 |
|
94952xxxx5 |
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| Parse Financial |
16520 Bake Pkwy, Irvine, CA 92618 |
|
94987xxxx5 |
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| Edward Jones - Financial Advisor: Ryan C Schwartz |
229 E Commonwealth Ave, Fullerton, CA 92832 |
|
71444xxxx8 |
a.j*********@e**********.com |
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85136 |
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| Floria Financial Services, Inc |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
vay**@f**************.com |
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| Driven Financial |
29991 Canyon Hills Rd Ste 1709 Lake Elsinore, CA 92532 |
|
95164xxxx7 |
inf*@d********.com |
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| Professional Practice Sales |
18410 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
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| Darren Chung |
18000 Studebaker Rd, Cerritos, CA 90703 |
|
62621xxxx2 |
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| QUAD ENTERPRISES LLC |
1048 Irvine Ave Ste 196, Newport Beach, CA 92660 |
|
94946xxxx2 |
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| Red Chip Investment Group |
2021 E 4th St Santa Ana, CA 92705 |
|
71447xxxx4 |
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| Newcap Partners Inc |
2082 Michelson Dr, Irvine, CA 92612 |
|
94966xxxx9 |
bua**@n*****.com |
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| Spectrum Asset Mangemet, Inc. |
1301 Dove St Ste 970, Newport Beach, CA 92660 |
|
94971xxxx0 |
ach***@m*********.com |
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166767 |
126 |
187000 |
1 |
1 |
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| Flash Back |
11432 South St # 206, Cerritos, CA 90703 |
|
87829xxxx0 |
gra**********@g****.com |
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| Warland Investment Co |
6100 Gateway Dr, Cypress, CA 90630 |
|
71425xxxx5 |
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| A G Investments |
121 W Whittier Blvd Ste 200, La Habra, CA 90631 |
|
56290xxxx9 |
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| Edward Jones - Financial Advisor: Mark Denali, CEPA® |
27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610 |
|
94959xxxx7 |
a.j*********@e**********.com |
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| Avantax Investment Services |
800 S Harbor Blvd, Anaheim, CA 92805 |
|
94924xxxx2 |
day**@m*******.com |
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| Edward Jones - Financial Advisor: Jason D Orsini |
1370 Brea Blvd Ste 145 Fullerton, CA 92835 |
|
71499xxxx3 |
a.j*********@e**********.com |
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| Victory Vault Investments |
2340 N Grand Ave Ste 13 Santa Ana, CA 92705 |
|
71436xxxx5 |
vic***********************@g****.com |
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| JST Investment Consulting |
12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740 |
|
56299xxxx8 |
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| Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
94967xxxx0 |
bra*@c*****.com |
3.7 |
3 |
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35 |
2 |
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| Cherie A Jones - Financial Advisor, Ameriprise Financial Services |
12842 Valley View St Ste 104, Garden Grove, CA 92845 |
|
71424xxxx0 |
cam**********@a***.com |
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| Raymond James Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
71496xxxx0 |
aar************@r***********.com |
5 |
6 |
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|
17482 |
|
18000 |
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| Coast Capital |
3400 Irvine Ave Ste 205, Newport Beach, CA 92660 |
|
94922xxxx2 |
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| Gomberg McQuilkin Wealth Management Group |
701 S Parker St, Orange, CA 92868 |
|
71449xxxx6 |
jod**@g**********************.com |
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| Comprehensive Financial Services |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94955xxxx1 |
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| Premium Capital Funding |
1905 E 17th St Ste 226, Santa Ana, CA 92705 |
|
88884xxxx8 |
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| Crossroads Planning |
765 City Dr S Ste 390 Orange, CA 92868 |
|
71479xxxx2 |
joh*******@c******************.com |
|
|
4.9 |
123 |
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|
270 |
68 |
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| American Capital Realty Group |
2912 Daimler St Santa Ana, CA 92705 |
|
94978xxxx7 |
ale***@a********************.com |
|
|
1.3 |
11 |
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| Sagent Wealth Magagement |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94935xxxx0 |
d.j***@p********************.com |
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121 |
16 |
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| Royal Alliance Associates Inc |
485 E 17th St Ste 350, Costa Mesa, CA 92627 |
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94954xxxx2 |
aba*****@r************.com |
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2988 |
27 |
3500 |
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| Qtative |
100 Spectrum Center Dr, Irvine, CA 92618 |
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94929xxxx0 |
ehi*****@q******.com |
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| Financial Strategies-Wealth Management Group |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
71436xxxx4 |
bla******@f****.com |
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| Leonid |
16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649 |
|
56254xxxx5 |
inf*@l************.io |
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| Optima Asset Management Services Inc |
1600 Dove St Ste 480, Newport Beach, CA 92660 |
|
94985xxxx0 |
*nn*@o**********.com |
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| Pacific Premier Bank |
17901 Von Karman Ave Ste 1200, Irvine, CA 92614 |
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94947xxxx5 |
aag*******@p***.com |
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| Oppenheimer |
620 Newport Center Dr Ste 1000, Newport Beach, CA 92660 |
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94921xxxx0 |
ala***********@o***.com |
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610 |
164 |
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| JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
|
56274xxxx1 |
ale***@j***********.net |
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| Compass Funding |
2168 Walker Ln, Fullerton, CA 92833 |
|
21350xxxx9 |
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| Goldberg, Ben |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx6 |
rbc*********@r**.com |
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12830 |
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| PMF Investment Management and Consulting |
Arcadia, CA 91006 |
|
62631xxxx4 |
ast****@a*********.com |
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| Centaurus Financial Inc |
1820 W Orangewood Ave Ste 106, Orange, CA 92868 |
|
71494xxxx0 |
aar*******@c*****************.com |
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330 |
15 |
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| Independent Capital Management |
695 Town Center Dr Ste 530, Costa Mesa, CA 92626 |
|
94945xxxx0 |
che***@j******.com |
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| Crimson Investment |
171 South Anita Dr Ste 117 Orange, CA 92868 |
|
94973xxxx3 |
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| Edward Jones - Financial Advisor: Bruce C Branstine |
2811 E Katella Ave Ste 200, Orange, CA 92867 |
|
71444xxxx8 |
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| Ellis Advisory Group |
14841 Yorba St, Tustin, CA 92780 |
|
71454xxxx2 |
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| Securities America Inc |
18231 Irvine Blvd Ste 203, Tustin, CA 92780 |
|
71473xxxx0 |
aad********@s****************.com |
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| Integrated Capitol Management |
2082 Business Center Dr, Irvine, CA 92612 |
|
94947xxxx1 |
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| Bentley Co |
13658 Red Hill Ave, Tustin, CA 92780 |
|
71431xxxx6 |
aar*********@b************.com |
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| G5 Realty Group |
8250 White Oak Ave Ste 102 Rancho Cucamonga, CA 91730 |
|
90929xxxx0 |
abl******@k*.com |
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5 |
13 |
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| Inventory Professionals Inc |
1724 N Azure St Anaheim, CA 92807 |
|
71477xxxx8 |
inv*****@a**.com |
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1 |
1 |
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| Todd Halbrook |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx2 |
add********@f************.com |
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| Transcendence Realty Inc. |
Irvine, CA 92604 |
|
71420xxxx2 |
tra********************@d*****************.com |
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| Tarnutzer Companies |
1601 Dove St, Newport Beach, CA 92660 |
|
94995xxxx3 |
aca*******@k***.com |
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| Newport Asset Management |
21222 Fern Cir, Huntington Beach, CA 92646 |
|
71433xxxx7 |
bry***@n*********************.com |
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| Cardinal Investment Properties |
1301 N Tustin Ave, Anaheim, CA 92807 |
|
71455xxxx4 |
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| Morgan Stanley Wealth Management |
17400 Brookhurst St Ste 101, Fountain Valley, CA 92708 |
|
71496xxxx3 |
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| Budc Capitol Holdings |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
94947xxxx9 |
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| Legacy Wealth Management |
1432 Edinger Ave Ste 200 Tustin, CA 92780 |
|
71423xxxx0 |
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| Edward Jones - Financial Advisor: Josephine Palacios |
180 E Main St Ste 104, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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| Emerald Wealth Management, Inc. |
5000 Birch Street, Suite 3000, Newport Beach, CA 92660 |
|
80022xxxx7 |
jan*****@e****************.com |
5 |
2 |
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| Noble Wealth Management |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
88827xxxx8 |
aj@n********************.com |
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| Qd Property Management & Investment |
1605 N Euclid St, Santa Ana, CA 92703 |
|
71453xxxx2 |
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| Edward Jones - Financial Advisor: Nate Forrest |
377 E Chapman Ave, Ste 120 Placentia, CA 92870 |
|
71457xxxx6 |
a.j*********@e**********.com |
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5 |
1 |
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86718 |
|
98000 |
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| Tustin Centre Wealth Advisors |
1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705 |
|
71440xxxx1 |
abe*********@w*****************.com |
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| N-PRO INVESTMENT |
8903 Research Dr, Irvine, CA 92618 |
|
94926xxxx4 |
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| Thomas Seaman Co |
1 Park Plz, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
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| Vision Financial |
222 Crater Lake Ct Suite 202, Fountain Valley, CA 92708 |
|
85568xxxx6 |
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| D M Smith Co |
1940 W Orangewood Ave, Orange, CA 92868 |
|
71445xxxx7 |
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1 |
1 |
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| Greenworth Investment Advisors |
17602 17th St #102-199, Tustin, CA 92780 |
|
94922xxxx0 |
edi***@g*****************.com |
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| Cfi |
30 Corporate Park, Irvine, CA 92606 |
|
94929xxxx0 |
bet**@c*********************.com |
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| B W & Associates Inc |
3111 N Tustin St Ste 215, Orange, CA 92865 |
|
71499xxxx7 |
bon***@b*****************.com |
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| Secura Financial Planning & Wealth Management |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx6 |
cas**@s*******.com |
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27 |
3 |
30 |
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| UBS Financial |
20 Pacifica, Irvine, CA 92618 |
|
94945xxxx0 |
acc***************@u**.com |
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| Trimark Funding |
5753 Santa Ana Canyon Rd Ste 617 Anaheim Hills, CA 92807 |
|
87769xxxx0 |
mar****************@g****.com |
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5 |
3 |
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| Valley View Investment Corp |
17545 Monette Cir, Yorba Linda, CA 92886 |
|
71452xxxx8 |
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| Becker Wealth Management |
19800 Macarthur Blvd Ste 300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
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| Spach & Associates - Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
88880xxxx1 |
dns*****@a***.com |
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34 |
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| Munifinancial |
2401 E Katella Ave Anaheim, CA 92806 |
|
71494xxxx0 |
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| Voit Real Estate Services LP |
2400 E Katella Ave, Anaheim, CA 92806 |
|
71497xxxx0 |
abl****@v*****.com |
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| Raymond James Financial Services |
1151 Dove St Ste 115, Newport Beach, CA 92660 |
|
94997xxxx5 |
aar************@r***********.com |
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|
17409 |
|
18000 |
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| Fell Capital Management Inc |
1001 Dove St, Newport Beach, CA 92660 |
|
94947xxxx6 |
cap******@a***********.com |
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136 |
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|
| Edward Jones - Financial Advisor: Rene Costales, AAMS™ |
19900 Beach Blvd Ste I, Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
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| Krona Financial Group |
1851 E 1st St Ste 900, Santa Ana, CA 92705 |
|
71483xxxx1 |
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| Charter West Financial Mgmt |
4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 |
|
94947xxxx8 |
|
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| RAD Dad Wallet |
Fullerton, CA 92831 |
|
71425xxxx7 |
my@r***********.com |
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|
| Merrill Lynch Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
ale*********@m*.com |
3 |
2 |
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| Annette Di Bello Kelly CPA CFP PC |
9870 Research Dr, Irvine, CA 92618 |
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94971xxxx0 |
ann****@d*********.com |
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| Financial Investors Group |
1432 Edinger Ave, Tustin, CA 92780 |
|
71450xxxx3 |
bri**@f*****.com |
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| Flagstar Bank |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94993xxxx9 |
a.d******@f*******.com |
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| Martin Investment Company |
1340 Ritchey St, Santa Ana, CA 92705 |
|
71456xxxx2 |
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| Edward Jones - Financial Advisor: Phil Gironda, AAMS™ |
2134 Main St Ste 195, Huntington Beach, CA 92648 |
|
71496xxxx0 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| James Barr - Raymond James |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71470xxxx5 |
ral**********@r***********.com |
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| Edward Jones - Financial Advisor: Greg Prough |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Ambassador Wealth Management |
5101 E La Palma Ave Ste 100B, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
5 |
4 |
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239 |
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234 |
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| Life Design Financial & Insurance Services |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71473xxxx1 |
sco****@l******************.com |
5 |
23 |
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| Jermaine Jamison - Branch Manager, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
dan***********@a***.com |
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| Edward Jones |
5577 E Santa Ana Canyon Rd Anaheim, CA 92807 |
|
71468xxxx6 |
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3 |
2 |
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| Real Property Management OC Metro |
1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705 |
|
94961xxxx2 |
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| Corporate Pointe Investments |
5 Corporate Park, Irvine, CA 92606 |
|
94944xxxx8 |
goc************@a**.com |
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| Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
94945xxxx3 |
bri***************@a***.com |
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| Trustmark Bank |
3070 Bristol St Ste 340, Costa Mesa, CA 92626 |
|
71470xxxx0 |
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| TNL Car Title Loans |
1661 N Raymond Ave Ste 270, Anaheim, CA 92801 |
|
65722xxxx2 |
3ce*************************************@w*****************.com |
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| Justin Vaz - Financial Services |
5877 Pine Ave Ste 230 Chino Hills,, CA 91709 |
|
31098xxxx5 |
dns******@a*******.com |
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5 |
2 |
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| Kairos Investment Management Co LLC |
18101 Von Karman Ave #1100, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
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| Alfa Investments & loans |
190 W 3rd St Santa Ana, CA 92701 |
|
88879xxxx0 |
alf***********@g****.com |
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| Cleanup Credit History |
1029 S Driftwood Dr Ste A Santa Ana, CA 92704 |
|
56267xxxx3 |
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| Murdoch Morris LLP |
114 Pacifica Ste 320, Irvine, CA 92618 |
|
94950xxxx0 |
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| Edward Jones - Financial Advisor: Tammy McKennon |
1501 Westcliff Dr Ste 307, Newport Beach, CA 92660 |
|
94961xxxx5 |
acc**********@e**********.com |
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87631 |
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100000 |
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| Rel Investment Co |
79 Bradbury, Newport Beach, CA 92660 |
|
94939xxxx0 |
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| Managed Asset Protection Inc |
20301 SW Acacia St Ste 250, Newport Beach, CA 92660 |
|
94926xxxx0 |
dgi*******@m***********.com |
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| Fitzgerald, Dennis |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx8 |
den**************@r**.com |
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12830 |
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| Drew J. McFarland |
3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94925xxxx3 |
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| New Market Wealth Management |
695 Town Center Dr Ste 540, Costa Mesa, CA 92626 |
|
65790xxxx9 |
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| Zeiger Capital Management Inc |
272 Electric Ave, Seal Beach, CA 90740 |
|
94975xxxx9 |
bso***@z*********.com |
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| Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
ash**********@t**************.com |
4 |
4 |
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| Murdock Wealth Management |
155 N Riverview Dr Ste 311, Anaheim, CA 92808 |
|
71476xxxx0 |
cmu*****@j********.com |
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| Aqua Financial Center |
16501 Ventura Blvd Ste 400 Los Angeles, CA 91436 |
|
74723xxxx6 |
and***@a******************.com |
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5 |
1 |
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| Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Jamie Yiang |
951 Starbuck St, Fullerton, CA 92833 |
|
71431xxxx0 |
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4.6 |
48 |
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| Keller Coad & Collins Investment Counsel Inc |
18300 Von Karman Ave Ste 600, Irvine, CA 92612 |
|
94947xxxx0 |
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| Morgan Stanley Wealth Management |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
aal*******@m************.com |
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113321 |
3094 |
131000 |
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| TABR Capital Management |
500 N State College Blvd #1320, Orange, CA 92868 |
|
71470xxxx0 |
bka*******@t***.net |
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| Seamount Financial Group |
738 E Chapman Ave, Orange, CA 92866 |
|
71451xxxx0 |
aar**@s****************.com |
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| Edward Jones - Financial Advisor: Blaine Dahl |
2811 E Katella Ave Ste 200 Orange, CA 92867 |
|
71445xxxx0 |
a.j*********@e**********.com |
|
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3 |
1 |
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|
86260 |
|
97000 |
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| Fernandez Financial Advisory |
5212 Katella Ave, Los Alamitos, CA 90720 |
|
56259xxxx4 |
dfe*******@f***********.com |
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| SLD Solutions |
Irvine, CA 92618 |
|
88837xxxx1 |
dwo*****@s***********.com |
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| Investlinc |
13655 S Harbor Blvd, Anaheim, CA 92801 |
|
71468xxxx0 |
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| City National Bank - Anaheim |
2401 East Katella Ave Ste 150 Anaheim, CA 92806 |
|
71470xxxx0 |
ava********@c**.com |
4 |
9 |
3.5 |
13 |
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|
5371 |
151 |
5900 |
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| Irvine Wealth Management |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx0 |
mat****@i*******.com |
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| Edward Jones - Financial Advisor: Kent Arnold, CFP®|AAMS™ |
5500 E Santa Ana Canyon Rd Ste 253, Anaheim, CA 92807 |
|
71468xxxx6 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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| NWF Advisory / Hagler Financial Services |
|
|
71463xxxx0 |
jha********@h*******.com |
3 |
1 |
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| Rebel Asset Recovery |
1008 W Ave M-14 Ste A Palmdale, CA 93551 |
|
84449xxxx9 |
con****@p*************.org |
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| Wealth Management Group |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
adm**@b****************.com |
|
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|
558 |
6 |
652 |
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| Edward Jones - Financial Advisor: A Michael Ciuffetelli |
4250 Barranca Pkwy Ste C, Irvine, CA 92604 |
|
94973xxxx2 |
a.j*********@e**********.com |
|
40 |
|
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8 |
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8 |
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| Judy Copenbarger |
Orange, CA 92869 |
|
94955xxxx1 |
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| Leasco Investments |
2755 Bristol St Ste 140, Costa Mesa, CA 92626 |
|
71455xxxx0 |
acc*******@l*****.net |
|
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| Edward Jones - Financial Advisor: Bill Murray |
259 S Randolph Ave, Brea, CA 92821 |
|
71452xxxx8 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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| Edward Jones |
12062 Valley View St Ste 118, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
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| Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™ |
307 Marine Ave Ste 8, Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
|
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35 |
3 |
35 |
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| Hat Trick Investments |
1863 N Neville St Orange, CA 92865 |
|
71428xxxx4 |
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| Draper Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94981xxxx0 |
ant************@w*****************.com |
|
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| Briteline Financial Service |
729 N Harbor Blvd, Fullerton, CA 92832 |
|
71452xxxx0 |
ran**@b**************.com |
|
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| Ameriprise Financial Advisors |
17822 17th St Ste 102 Tustin, CA 92780 |
|
71473xxxx1 |
|
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| Phoenix Real Estate Investment Corp |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx6 |
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| Gg Investment Firm |
1912 N Broadway, Santa Ana, CA 92706 |
|
71471xxxx5 |
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| Sage Point Financial |
23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653 |
|
94958xxxx8 |
dom****@a***********.com |
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2988 |
27 |
3500 |
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| Wilson Financial Advisors |
12419 Lewis St #202, Garden Grove, CA 92840 |
|
71420xxxx0 |
cyn****@w**********************.com |
5 |
1 |
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| GW Financial, Inc. |
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626 |
|
85564xxxx9 |
con****@p*********.com |
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| Inspired Financial |
5011 Argosy Ave, Huntington Beach, CA 92649 |
|
71497xxxx3 |
eda****@i****************.biz |
5 |
3 |
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146 |
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171 |
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| Ward Mike |
931 W 19th St Apt 22, Costa Mesa, CA 92627 |
|
94965xxxx6 |
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| Triple R Investment Group |
3364 E La Palma Ave, Anaheim, CA 92806 |
|
76023xxxx0 |
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| John Stokes Financial |
2040 Main St Ste 570, Irvine, CA 92614 |
|
94947xxxx5 |
inf*@j******************.com |
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| Global Investment Management |
1061 N State College Blvd Anaheim, CA 92806 |
|
71453xxxx2 |
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| Morgan Stanley Wealth Management |
15141 Whittier Blvd Ste 400, Whittier, CA 90603 |
|
56290xxxx0 |
aar***********@m***********************.com |
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| Starcare |
130 Newport Center Dr Ste 136, Newport Beach, CA 92660 |
|
94970xxxx0 |
bra****@s*******.net |
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| Edward Jones - Financial Advisor: John P Wende |
180 E Main St Ste 104 Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
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1 |
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| Rodriquez Wealth Management |
4340 Von Karman Ave, Newport Beach, CA 92660 |
|
94968xxxx0 |
cat**@r**********.com |
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| Abs Investment Group |
1176 Main St, Irvine, CA 92614 |
|
94947xxxx0 |
a.k***@k*****.com |
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| M K C Investment Co |
11379 183rd St, Cerritos, CA 90703 |
|
56286xxxx1 |
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| Financial Strategies For Today & Tomorrow- Wealth Management Group |
17822 17th St Ste 211, Tustin, CA 92780 |
|
71436xxxx4 |
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| Principal Financial Group |
575 Anton Blvd Ste 900, Costa Mesa, CA 92626 |
|
65726xxxx0 |
aar*********@p********.com |
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| Chatterton & Associates, The Wealth Management Team, Inc. |
3061 E La Palma Ave, Anaheim, CA 92806 |
|
71457xxxx0 |
ani***@c************.com |
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| Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx9 |
dan***********@a***.com |
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131 |
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| Topflight Investments |
2500 E Imperial Hwy Ste 201-3, Brea, CA 92821 |
|
71430xxxx1 |
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| Peter Binaski - Raymond James |
1 Park Plz, Irvine, CA 92614 |
|
94922xxxx2 |
aar************@r***********.com |
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| Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services |
1 Park Plz Ste 600, Irvine, CA 92614 |
|
94938xxxx6 |
dns*****@a***.com |
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| Royal Alliance Associates Inc |
18100 Von Karman Ave, Irvine, CA 92612 |
|
94955xxxx0 |
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| Stone Financial Services |
1561 E Orangethorpe Ave Ste 215 Fullerton, CA 92831 |
|
71444xxxx0 |
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5 |
1 |
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| Merrill Lynch Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94995xxxx0 |
ale*********@m*.com |
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| Assi Inc |
3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 |
|
94971xxxx0 |
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| Providence Wealth Management Group - Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Sunita Foley - Raymond James |
915 W Imperial Hwy, Brea, CA 92821 |
|
71467xxxx2 |
aar************@r***********.com |
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| Graystone Investment Corp |
8382 Artesia Blvd, Buena Park, CA 90621 |
|
71444xxxx6 |
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| Praetorian Advisors |
2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625 |
|
94976xxxx0 |
esk******@p************.com |
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| I M P Financial Services |
16505 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx3 |
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| Chatterton & Associates |
3061 E La Palma Ave Anaheim, CA 92806 |
|
71457xxxx0 |
ani***@c************.com |
|
4 |
3.7 |
6 |
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| Charleston Group |
2164 N Glassell St Orange, CA 92865 |
|
71453xxxx4 |
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| Caplin Kenneth R Cfp |
2914 E Katella Ave Orange, CA 92867 |
|
71463xxxx2 |
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| Robert Wagoner - Ameriprise Financial Services |
17332 Irvine Blvd Ste 125 Tustin, CA 92780 |
|
71466xxxx0 |
dns*****@a***.com |
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| Servicers Direct |
2300 E Katella Ave, Anaheim, CA 92806 |
|
88890xxxx4 |
2f5*************************************@w*****************.com |
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| Umpqua Bank |
4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94962xxxx0 |
ari**************@u*********.com |
3.2 |
5 |
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4 |
1189 |
50651 |
669 |
49000 |
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| Northgate Gonzalez Reynoso |
230 N Harbor Blvd Store 9, Santa Ana, CA 92703 |
|
71426xxxx4 |
ac@n********.com |
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| Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
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5 |
11 |
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| Edward Jones - Financial Advisor: Mark R Steeber |
20422 Beach Blvd, Huntington Beach, CA 92648 |
|
71453xxxx7 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Laura L Schroeder |
4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887 |
|
71477xxxx6 |
a.j*********@e**********.com |
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87630 |
|
100000 |
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| Mutual of Omaha® Advisors - Irvine |
1 Park Plz Ste 720, Irvine, CA 92614 |
|
94985xxxx9 |
ae.*******@m************.com |
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| CITA Investment |
Whittier, CA 90604 |
|
87732xxxx7 |
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| Morgan Stanley Wealth Management |
2677 N Main St, Santa Ana, CA 92705 |
|
71483xxxx1 |
bri**@m**********************.com |
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| Titan Financial |
16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649 |
|
71484xxxx3 |
ant*********@t*************.net |
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| Jane Choi |
Irvine, CA 92602 |
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| Richmond, Brian |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx7 |
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| The Bailey Group |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
dou********@r**.com |
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67 |
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| Leaverton Group |
4055 E La Palma Ave, Anaheim, CA 92807 |
|
71463xxxx2 |
cer***@c*******.com |
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| Windjammer Capital Investments |
610 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx4 |
afa****@w****************.com |
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| Edelman Financial Engines |
3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740 |
|
83375xxxx3 |
aar**@e**********************.com |
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|
18469 |
19 |
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| Savino Tax & Investment Advisory Group |
4060 Campus Drive, Suite #220, Newport Beach, CA 92660 |
|
94974xxxx0 |
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| Associated Commercial Brokers |
3365 E Miraloma Ave, Anaheim, CA 92806 |
|
71498xxxx0 |
chr**@a********.com |
4.3 |
4 |
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| Perigon Wealth Management |
1130 Roosevelt, Irvine, CA 92620 |
|
94926xxxx3 |
abe****@p************.com |
|
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| Palo Capital |
31 Ocean Heights Dr, Newport Coast, CA 92657 |
|
94971xxxx6 |
|
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| Buckingham Asset Management |
3 Park Plz, Irvine, CA 92614 |
|
94975xxxx7 |
|
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| Edward Jones - Financial Advisor: Chris Arnaldo |
7755 Center Ave Ste 1010, Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Michele Jones Financial Coach |
Placentia, CA 92870 |
|
71433xxxx2 |
c18*****************************@s*****.wixpress |
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| Buziness Management |
196 S James St, Orange, CA 92869 |
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94955xxxx3 |
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| Dean Investment Inc |
9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 |
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71463xxxx0 |
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| R S Crum Inc |
4 Upper Newport Plz Ste 201, Newport Beach, CA 92660 |
|
94942xxxx6 |
car**@r*****.com |
5 |
4 |
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| Nuveen Securities |
1 Park Plz, Irvine, CA 92614 |
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94944xxxx0 |
abc*******@n*****.com |
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| Tax Smart Investing & Planning |
9870 Research Dr, Irvine, CA 92618 |
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71451xxxx8 |
gsi*****@t****************.org |
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71 |
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| First National Capital Corporation |
27051 Towne Centre Dr, Foothill Ranch, CA 92610 |
|
94970xxxx0 |
abl***@f*******.com |
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| Confluence Wealth Management Group - Ameriprise Financial Services |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
cam**********@a***.com |
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16 |
2 |
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| Westmont Investments |
130 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx7 |
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| Impact Wealth Management |
300 Spectrum Center Dr Ste 845, Irvine, CA 92618 |
|
94950xxxx2 |
ada*********@w*****************.com |
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| Frontier Investments |
3366 Via Lido, Newport Beach, CA 92663 |
|
94972xxxx0 |
cro*************@f*****.com |
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3 |
2 |
5 |
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| Beacon Pointe Advisors |
24 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94971xxxx0 |
abh*****@b*********.com |
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228 |
36 |
234 |
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| Pathway Financial Management |
12661 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx0 |
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| Spectrum Capital Investment Group Inc |
9911 Irvine Center Dr Ste 100, Irvine, CA 92618 |
|
94978xxxx9 |
ben@s********************.com |
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| Optimum Real Estate Group |
1441 Brea Blvd, Fullerton, CA 92835 |
|
71468xxxx0 |
inf*@s*****************.com |
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| Romero Wealth Management, Inc. |
2520 N Santiago Blvd, Orange, CA 92867 |
|
71454xxxx7 |
dan*******@l**.com |
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711 |
38 |
716 |
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| Benchmark Wealth Management |
2300 E Katella Ave Ste 400, Anaheim, CA 92806 |
|
71463xxxx3 |
ben******@l**.com |
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| Concord Investment Council |
9259 Research Dr, Irvine, CA 92618 |
|
94985xxxx0 |
inf*@m*********************.com |
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52 |
2 |
53 |
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| Orange County Realty Investors |
500 S Main St Ste 550, Orange, CA 92868 |
|
71454xxxx0 |
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| Liberty Pacific Investment Advisory |
1400 N Harbor Blvd Fullerton, CA 92835 |
|
71487xxxx7 |
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| AIRE Capital Group |
3780 Kilroy Airport Way Ste 200 Long Beach, CA 90822 |
|
56245xxxx4 |
con****@a***************.com |
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| Edelman Financial Engines |
600 Anton Blvd Ste 1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18469 |
19 |
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| Tarek Buys Houses |
4411 E La Palma Ave, Anaheim, CA 92807 |
|
88835xxxx7 |
for****@t**************.com |
4.6 |
63 |
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| Edward Jones - Financial Advisor: Zachary T Alario, CFP® |
250 Newport Center Dr Ste 206, Newport Beach, CA 92660 |
|
94964xxxx0 |
a.j*********@e**********.com |
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143 |
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| Pacific Southwest Financial |
4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660 |
|
94929xxxx1 |
ada********@c***************.com |
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| Raymond James Financial Services |
2701 W Coast Hwy, Newport Beach, CA 92663 |
|
94963xxxx2 |
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| American Liberty |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94962xxxx8 |
aar**@a**************.com |
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922714 |
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79 |
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| South Coast Wealth Management |
43 Corporate Park Ste 201, Irvine, CA 92606 |
|
94974xxxx1 |
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| Balanced Wealth Management |
9 Orchard, Lake Forest, CA 92630 |
|
94967xxxx7 |
chu**@b****************.com |
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| Belcourt Investments Inc |
513 30th St, Newport Beach, CA 92663 |
|
94972xxxx0 |
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| Calabrese Ray M Cfp |
1439 E Chapman Ave Orange, CA 92866 |
|
71453xxxx5 |
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| Enriquez Financial Services, LLC |
1063 N Glassell St Suite 12, Orange, CA 92867 |
|
65722xxxx8 |
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5 |
1 |
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| Citivest Inc |
4340 Von Karman Ave Ste 110, Newport Beach, CA 92660 |
|
94947xxxx0 |
ama******@c**********.com |
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182 |
2 |
186 |
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| Edward Jones - Financial Advisor: Imran Lakhany |
6 Centerpointe Dr Ste 780, La Palma, CA 90623 |
|
71499xxxx5 |
acc**********@e**********.com |
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87384 |
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100000 |
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| Victoria Barbisan - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx2 |
dns*****@a***.com |
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58 |
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58 |
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| Petra Chien |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx9 |
acc************@f************.com |
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| Silver Creek Investment Management Inc |
5200 Trabuco Rd, Irvine, CA 92620 |
|
94965xxxx8 |
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| Social Security Whitepaper |
123 Main St Irvine, CA 92612 |
|
94966xxxx6 |
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| Gary Lutwen - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
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| Morgan Stanley Wealth Management |
19000 Macarthur Blvd, Irvine, CA 92612 |
|
94964xxxx2 |
inf**@m**********************.com |
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| Breaux & Perrin |
17662 Irvine Blvd Tustin, CA 92780 |
|
71473xxxx9 |
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| Scalco Financial |
207 East Broadway Unit 201 Long Beach, CA 90802 |
|
56243xxxx0 |
mar**@s**************.com |
5 |
10 |
5 |
12 |
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| Spahr Financial Group |
18682 Beach Blvd, Huntington Beach, CA 92648 |
|
71496xxxx0 |
bsp***@s*************.com |
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| Conrad Management Corp |
151 Kalmus Dr, Costa Mesa, CA 92626 |
|
94958xxxx0 |
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| Integrity Wealth Management |
3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660 |
|
94995xxxx8 |
inq******@i***********.com |
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| Fitzgerald, Dennis |
3010 Old Ranch Pkwy, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
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| Jennett David J |
2222 Martin Ste 250, Irvine, CA 92612 |
|
94983xxxx6 |
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| Brian Wilverding - Associate Manager, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
85853xxxx1 |
ado********@a***.com |
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| Seamount Financial Group, Inc. |
738 E Chapman Ave Orange, CA 92866 |
|
80075xxxx6 |
aar**@s****************.com |
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| David Pearl - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx6 |
dav**********@a***.com |
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136 |
3 |
136 |
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| Raymond James |
660 Newport Center Dr Ste 570, Newport Beach, CA 92660 |
|
94964xxxx0 |
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| Securities America |
23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630 |
|
94985xxxx1 |
aad********@s****************.com |
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| SNR VENTURES INC |
14271 Jeffrey Rd, Irvine, CA 92620 |
|
94924xxxx1 |
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| Newport Assets Inc |
14 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94975xxxx3 |
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| Geske David T |
4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 |
|
94975xxxx7 |
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| Morgan Stanley Wealth Management |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56290xxxx0 |
acm***********@m************.com |
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| WM Investment Company |
120 Danbury Ln, Irvine, CA 92618 |
|
94926xxxx5 |
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| Pinnacle Realty & Investment |
18500 Von Karman Ave Ste 540, Irvine, CA 92612 |
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94922xxxx9 |
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| Florentez Investment Management |
12 Brillantez Irvine, CA 92620 |
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71460xxxx7 |
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| Orange Management |
1352 Irvine Blvd Tustin, CA 92780 |
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71450xxxx0 |
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| Edward Jones - Financial Advisor: Chelsea M Peterson |
949 S Coast Dr Ste 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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73 |
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| Main Management Company |
18700 Main St, Huntington Beach, CA 92648 |
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71491xxxx0 |
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| R & B Investment |
1762 San Juan St Apt 10 Tustin, CA 92780 |
|
71473xxxx9 |
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| PIMCO |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
abc***@p****.com |
4.2 |
17 |
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4.8 |
108 |
13399 |
586 |
14000 |
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| Silver Lake Investments |
1303 Avocado Ave, Newport Beach, CA 92660 |
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94970xxxx4 |
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| Banta Asset Management LP |
517 30th St, Newport Beach, CA 92663 |
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94967xxxx4 |
inf*@b*******************.com |
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| Sagent Capital |
4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660 |
|
94975xxxx7 |
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| Concord Investment Council |
2020 Main St Ste 300, Irvine, CA 92614 |
|
94985xxxx0 |
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| Morgan Stanley |
10 Pointe Dr, Brea, CA 92821 |
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71467xxxx0 |
int**********@m************.com |
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| Kava Ventures |
12842 Newport Ave Apt 9, Tustin, CA 92780 |
|
71486xxxx5 |
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| Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx3 |
dns*****@a***.com |
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| Louis Arlow - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Richland Investment |
4100 Newport Place Dr Ste 800, Newport Beach, CA 92660 |
|
94926xxxx0 |
ann*****@r******************.com |
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| Bridgeport Investment Co |
14841 Yorba St Ste 205, Tustin, CA 92780 |
|
71450xxxx5 |
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| Financial Growth Management |
17871 Santiago Blvd Ste 224, Villa Park, CA 92861 |
|
71424xxxx0 |
hel**@f**********.com |
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| Epic Financial Management |
16787 beach blvd#150, Huntington Beach, CA 92647 |
|
71464xxxx7 |
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| T J Team Investment Co |
3544 E Woodbine Rd, Orange, CA 92867 |
|
71499xxxx2 |
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| CalCanna-Businesses |
3943 Irvine Blvd Ste 102 Irvine, CA 92602 |
|
84422xxxx6 |
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| Capital Group Companies |
6470 Oak Cyn, Irvine, CA 92618 |
|
94997xxxx0 |
afi*******@a************.com |
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170465 |
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| South Coast Investment Advisors |
5140 Birch St, Newport Beach, CA 92660 |
|
94982xxxx5 |
ale*******@a*****************.com |
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| Diligent Financial Group |
20241 SW Birch St Ste 100, Newport Beach, CA 92660 |
|
94946xxxx7 |
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| Edward Jones - Financial Advisor: Jonathan Lien |
16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618 |
|
94975xxxx7 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Southern California Coins |
640 El Camino Real Tustin, CA 92780 |
|
65724xxxx4 |
d_j@d**********************.business |
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4.5 |
26 |
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| Fbr And Company |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
aal*****@f**.com |
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| Olivieri David Cfp |
23201 Mill Creek Dr, Laguna Hills, CA 92653 |
|
94958xxxx9 |
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| Turner Denise |
160 E Yorba Linda Blvd, Placentia, CA 92870 |
|
71498xxxx2 |
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| Davis Partners LLC |
625 The City Dr S Suite 370, Orange, CA 92868 |
|
71498xxxx6 |
bet*******@d************.com |
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| Stretch Investments |
Fullerton, CA 92831 |
|
94997xxxx1 |
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| Thomas Seaman Co |
3 Park Plz Ste 550, Irvine, CA 92614 |
|
94922xxxx1 |
ali***@t***********.com |
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5 |
1 |
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| Laynie Johnson - Financial Advisor, Ameriprise Financial Services |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
94943xxxx9 |
dns*****@a***.com |
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320 |
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356 |
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| New Pathway |
2160 Barranca Pkwy Ste 1076 Irvine, CA 92606 |
|
94977xxxx8 |
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| Sierra Investment Group |
550 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx4 |
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| Crown Wealth Management Inc |
17011 Beach Blvd Ste 680, Huntington Beach, CA 92647 |
|
71496xxxx0 |
aka**@c******.com |
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| Dennis Fitzgerald - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx8 |
den**************@r**.com |
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14721 |
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16000 |
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| Joshua S Wyper - Wyper Wealth Management |
17671 Irvine Blvd Ste 115 Tustin, CA 92780 |
|
71479xxxx1 |
jos***@w********************.com |
|
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5 |
1 |
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| Reed Investment Co |
1300 Bristol St N Ste N, Newport Beach, CA 92660 |
|
94985xxxx9 |
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| Edward Jones - Financial Advisor: Dwight L Beasley Jr |
16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649 |
|
71437xxxx0 |
a.j*********@e**********.com |
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85136 |
|
80 |
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| Edward Jones - Financial Advisor: Jonathan Lien |
23101 Lake Center Dr Ste 340, Lake Forest, CA 92630 |
|
94969xxxx3 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| Regal Wealth Group |
12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740 |
|
56279xxxx9 |
ama****@r***************.com |
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| Edward Jones |
4945 Yorba Ranch Rd Yorba Linda, CA 92887 |
|
71477xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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| Fisher Investments |
20 Pacifica Ste 630, Irvine, CA 92618 |
|
94977xxxx0 |
a.b*******@f*.com |
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|
161290 |
609 |
158000 |
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| Hutto & Dean Co Inc |
770 The City Dr S Suite 2100, Orange, CA 92868 |
|
88840xxxx2 |
ehu***@h********.com |
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523 |
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| Circle Vision |
1006 Segovia Cir, Placentia, CA 92870 |
|
71463xxxx9 |
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| Belle Investment Corporation |
1752 Langley Ave, Irvine, CA 92614 |
|
94986xxxx3 |
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| Pacific Investment Research |
942 E Chapman Ave, Orange, CA 92866 |
|
71473xxxx8 |
chi**@p************************.com |
5 |
1 |
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5 |
5 |
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507 |
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| Equity Star |
620 Newport Center Dr Fl 11th, Newport Beach, CA 92660 |
|
94949xxxx0 |
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| Cornerstone Real Estate Investment Services |
1 City Blvd W Ste 870, Orange, CA 92868 |
|
71493xxxx1 |
538*************************************@w*****************.com |
|
36 |
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| Greenwich Capital Markets |
19200 Von Karman Ave Ste 950, Irvine, CA 92612 |
|
94993xxxx0 |
as@g*******************.com |
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| Nationwide Business Credit |
2082 Business Center Dr, Irvine, CA 92612 |
|
94975xxxx5 |
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| Edward Jones - Financial Advisor: Wesley J. Cummings |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
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| Morgan Stanley |
6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803 |
|
56290xxxx3 |
acc**********@m************.com |
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| Aivy Q Tran |
Fullerton, CA 92832 |
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| Buchanan Street Partners |
620 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx5 |
ade****@b*************.com |
3.3 |
3 |
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| Securities America INC |
2619 E Palmyra Ave, Orange, CA 92869 |
|
71499xxxx6 |
aar********@s****************.com |
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| APM Orange County |
11770 Warner Ave Ste 117, Fountain Valley, CA 92708 |
|
71442xxxx0 |
apm****************@p******.above |
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4 |
4 |
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| The Householder Group |
1440 N Harbor Blvd Ste 800, Fullerton, CA 92835 |
|
71444xxxx4 |
amc***********@h***************.com |
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| Peters, Michael T, CPA |
1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705 |
|
71454xxxx0 |
a.j****@r******.com |
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140 |
8 |
205 |
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| Edward Jones - Financial Advisor: Nasar Aboubakare |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71484xxxx8 |
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| Freedom Investment Corp |
770 N Tustin St, Orange, CA 92867 |
|
71460xxxx2 |
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| Wilmington Trust |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
31030xxxx0 |
aam****@w**************.com |
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| Global Professional Consultant |
1100 E Orangethorpe Ave Ste 200-Y Anaheim, CA 92801 |
|
71482xxxx7 |
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| Check Capital Management |
575 Anton Blvd 3rd Fl, Costa Mesa, CA 92626 |
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71464xxxx9 |
aeb*****@c***********.com |
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26 |
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| 2E Wealth Management |
140 S Chaparral Ct Ste 130, Anaheim, CA 92808 |
|
71499xxxx0 |
inf*@2*******.com |
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| Peregrine Planning |
12865 Main St Ste 106 Garden Grove, CA 92840 |
|
94922xxxx0 |
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| Tauras Capital Group |
19800 Macarthur Blvd, Irvine, CA 92612 |
|
94965xxxx4 |
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| Nozomi & Kelsey Milanovic |
16282 E Main St Tustin, CA 92780 |
|
94997xxxx3 |
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| Edward Jones - Financial Advisor: Lee Norton |
17822 17th St Ste 405 Tustin, CA 92780 |
|
71483xxxx6 |
acc**********@e**********.com |
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4.4 |
7 |
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148 |
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| Vasco Assets |
2024 Quail St, Newport Beach, CA 92660 |
|
94967xxxx0 |
ari@v**********.com |
5 |
79 |
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| Great Far East |
7700 Irvine Center Dr, Irvine, CA 92618 |
|
94958xxxx9 |
c18*****************************@s*****.wixpress |
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| Guardian Financial Partners |
635 E Chapman Ave, Orange, CA 92866 |
|
94977xxxx9 |
cba*****@g************************.com |
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| Tom Sciara’s Financial Planning & Business Solutions |
Irvine, CA 92604 |
|
92587xxxx6 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Jason D Orsini |
1370 Brea Blvd, Fullerton, CA 92835 |
|
71499xxxx3 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Pacifica Investments |
Orange, CA 92868 |
|
71460xxxx7 |
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| Bockhold Investment Group |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
wms**********@r**.com |
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14743 |
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16000 |
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| Barouti Financial Services |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94985xxxx5 |
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| Edward Jones - Financial Advisor: Craig E Shipcott |
2842 E Chapman Ave Orange, CA 92869 |
|
71463xxxx1 |
a.j*********@e**********.com |
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30 |
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| Interpacific Asset Management |
5505 Garden Grove Blvd Ste 150, Westminster, CA 92683 |
|
71489xxxx4 |
aod******@i***************.com |
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| JST Investment Consulting, Inc. |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56299xxxx8 |
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| Hendries Wealth Management |
7777 Center Ave Ste 120, Huntington Beach, CA 92647 |
|
71479xxxx4 |
pri****************@n***********.net |
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| Crystal Cove Advisors Inc |
1101 Dove St Ste 120, Newport Beach, CA 92660 |
|
94938xxxx0 |
abu**@d*****************.com |
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| Umpqua Bank Home Lending |
4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94987xxxx2 |
aar*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Zeiger Capital Management Inc |
2192 Martin Ste 145, Irvine, CA 92612 |
|
94975xxxx9 |
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| Your Estate Coach |
1501 N Harbor Blvd Ste 100 Fullerton, CA 92835 |
|
71444xxxx4 |
ann**@y**************.com |
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3.7 |
9 |
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| GoldLine Financial |
201 N Harbor Blvd Ste 100 Fullerton, CA 92832 |
|
21344xxxx3 |
der****@g*****************.com |
5 |
11 |
5 |
3 |
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| Edward Jones - Financial Advisor: Daniel W Verdugo |
790 The City Dr S Ste 430 Orange, CA 92868 |
|
71446xxxx6 |
acc**********@e**********.com |
|
302 |
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87601 |
|
100000 |
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| Edward Jones - Financial Advisor: Scott P Smith |
16454 Bolsa Chica St, Huntington Beach, CA 92649 |
|
71437xxxx0 |
a.j*********@e**********.com |
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85136 |
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| Edward Jones |
3230 E Imperial Hwy Ste 175, Brea, CA 92821 |
|
71499xxxx4 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| Svl Holding Corp |
1620 N Placentia Ave, Placentia, CA 92870 |
|
71498xxxx2 |
inf*@s************.com |
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| Flagstar Bank |
19700 Fairchild Ste 146, Irvine, CA 92612 |
|
94985xxxx0 |
a.d******@f*******.com |
1.5 |
2 |
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| Edward Jones - Financial Advisor: Eric W Connella, AAMS™ |
23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653 |
|
94946xxxx4 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| Flipartner |
Orange, CA 92865 |
|
87738xxxx2 |
inf*@f*********.com |
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| Caliber Aquisitions |
1420 E Edinger Ave Santa Ana, CA 92705 |
|
71455xxxx7 |
jag****@o******.com |
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| Cruttenden Partners |
4600 Campus Dr Ste 110, Newport Beach, CA 92660 |
|
94939xxxx0 |
cor**@c*****************.com |
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| Signature Resources |
19900 Macarthur Blvd, Irvine, CA 92612 |
|
94993xxxx0 |
ahj***@f*************.com |
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| L2 Financial |
17852 17th St #201, Tustin, CA 92780 |
|
94958xxxx1 |
inf*@l****.com |
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| Morgan Stanley Wealth Management |
3 Pointe Dr, Brea, CA 92821 |
|
71499xxxx0 |
aar***********@m***********************.com |
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| Andraca Investment Property Inc |
2900 S Harbor Blvd, Santa Ana, CA 92704 |
|
71454xxxx8 |
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| Securities America Inc |
4000 Westerly Pl Ste 245, Newport Beach, CA 92660 |
|
94947xxxx6 |
aad********@s****************.com |
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| Tryon Company |
18022 Cowan Ste 200B, Irvine, CA 92614 |
|
94933xxxx9 |
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| Hollencrest Securities |
100 Bayview Cir Ste 500, Newport Beach, CA 92660 |
|
94982xxxx0 |
ac@h**********.com |
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| song que realty & prop mgmt |
Po Box 9803, Fountain Valley, CA 92728 |
|
71484xxxx5 |
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| McLachlan Investment Co |
1936 E Deere Ave, Santa Ana, CA 92705 |
|
94983xxxx0 |
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| Morgan Stanley Wealth Management |
5000 Birch St, Newport Beach, CA 92660 |
|
71475xxxx1 |
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| Brenen Capital Management Group |
1601 Dove St Ste 291, Newport Beach, CA 92660 |
|
80058xxxx6 |
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| Michael Investment Co |
17702 Mitchell N, Irvine, CA 92614 |
|
94995xxxx0 |
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| Unity Wealth Partners |
4050 W Metropolitan Dr Suite 150, Orange, CA 92868 |
|
94968xxxx8 |
con****@u******************.com |
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|
| Young Park - Prudential Financial |
600 City Pkwy W #210, Orange, CA 92868 |
|
71445xxxx4 |
aar*******************@p*********.com |
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|
| Trilogy Financial Services |
17011 Beach Blvd Ste 800, Huntington Beach, CA 92647 |
|
71484xxxx7 |
aar**********@t********.com |
|
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|
4143 |
|
4100 |
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| James Sams - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94997xxxx9 |
dan***********@a***.com |
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| McBride Investment Services |
17222 Coriander Ct, Yorba Linda, CA 92886 |
|
71499xxxx7 |
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|
| Donald Frost - Allstate |
101 S Kraemer Blvd Ste 218 Placentia, CA 92870 |
|
71479xxxx1 |
a****00@a*******.com |
|
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| Orange Management Co |
1352 Irvine Blvd, Tustin, CA 92780 |
|
71450xxxx0 |
aal********@o*********.com |
|
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| Model Finance Company |
765 The City Dr S #160, Orange, CA 92868 |
|
71448xxxx4 |
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3 |
66 |
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| Mosley Financial Services |
905 Rashford Dr Anaheim, CA 92870 |
|
71457xxxx5 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Zubeen Tukina |
3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740 |
|
90954xxxx8 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Randall Instruments Inc |
17291 Irvine Blvd, Tustin, CA 92780 |
|
71466xxxx9 |
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| Newport Beach Securities Inc |
18872 Macarthur Blvd Ste 100, Irvine, CA 92612 |
|
94933xxxx0 |
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| Travis Combe - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dan***********@a***.com |
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66 |
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| Richmond, Brian |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx7 |
rbc*********@r**.com |
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12830 |
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| Morgan Stanley Wealth Management |
2040 Main St Ste 600, Irvine, CA 92614 |
|
94980xxxx0 |
aar***********@m***********************.com |
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| Jeremy Lehman | Garden Grove Realtor |
Garden Grove, CA 92841 |
|
71458xxxx4 |
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| Combined Employee Benefits Insurance & Financial Services |
1125 Cypress Point Dr Placentia, CA 92870 |
|
71452xxxx8 |
mik****@c*****.com |
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| Secured Income Group |
17592 E 17th St Ste 100 Tustin, CA 92780 |
|
71487xxxx0 |
cus************@m************.com |
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| R Babu Enterprises Inc |
13552 Pumice St, Norwalk, CA 90650 |
|
56262xxxx4 |
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| King David Investmt Rep |
Irvine, CA 92602 |
|
94972xxxx8 |
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| Lenders Investment Corp |
2755 S Bristol St, Santa Ana, CA 92704 |
|
71454xxxx7 |
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| Urban Street Ventures |
Newport Beach, CA 92660 |
|
80050xxxx1 |
inf*@u******.com |
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5 |
6 |
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345 |
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375 |
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| Sterk Investments Inc |
600 City Pkwy W Ste 200, Orange, CA 92868 |
|
71493xxxx0 |
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| Sierra Asset Management |
2525 Ocean Blvd, Corona Del Mar, CA 92625 |
|
94966xxxx4 |
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| Edward Jones |
6813 Quail Hill Pkwy, Irvine, CA 92603 |
|
94982xxxx7 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Securities America |
200 S A St, Tustin, CA 92780 |
|
71466xxxx1 |
aar********@s****************.com |
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| Morgan Stanley Wealth Management |
300 Spectrum Center Dr Ste 800, Irvine, CA 92618 |
|
94934xxxx0 |
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| Edward Jones - Financial Advisor: Matthew P Adragna |
17528 Yorba Linda Blvd, Yorba Linda, CA 92886 |
|
71457xxxx7 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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| Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™ |
377 E Chapman Ave Ste 120, Placentia, CA 92870 |
|
71457xxxx6 |
a.j*********@e**********.com |
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87630 |
|
100000 |
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| Edward Jones - Financial Advisor: Nick Peterson, CRPS™ |
940 S Coast Dr Ste 250, Costa Mesa, CA 92626 |
|
71448xxxx9 |
a.j*********@e**********.com |
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226 |
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| Atlantic Trust |
4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 |
|
94966xxxx0 |
a.n******@a************.com |
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| American Gateway Regional Centers |
160 N Riverview Dr, Anaheim, CA 92808 |
|
71431xxxx1 |
inf*@a******.com |
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| Ward Investment Co |
2110 Newport Blvd, Costa Mesa, CA 92627 |
|
94964xxxx0 |
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| CC&RS Property Management |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71471xxxx9 |
amk******@g****.com |
5 |
3 |
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| BFS Wealth Management |
2040 Main St, Irvine, CA 92614 |
|
71428xxxx6 |
adm**@b***.com |
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29 |
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37 |
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| Hughes Westbrook Insurance |
17220 Newhope St Ste 116, Fountain Valley, CA 92708 |
|
71454xxxx0 |
gre*****@h*****.com |
|
85 |
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| Diversified Pacific Partners |
901 Dove St Ste 220, Newport Beach, CA 92660 |
|
94986xxxx5 |
jja*****@d*************.com |
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| Clearvue Capital |
901 Dove St, Newport Beach, CA 92660 |
|
94929xxxx0 |
csa****@c***********.net |
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| Primevest Financial |
15343 Culver Dr, Irvine, CA 92604 |
|
94926xxxx1 |
|
3.2 |
9 |
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| Powers Capital Investments |
8141 E Kaiser Blvd Ste 300 Anaheim, CA 92808 |
|
88872xxxx8 |
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| Westside Retirement & Financial Services |
11300 Hartland Ave North Hollywood, CA 91605 |
|
94951xxxx3 |
a.w*****@p*********.com |
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5 |
8 |
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| Sandeep Madhavan - Ameriprise Financial Services |
14771 Plaza Dr Ste M Tustin, CA 92780 |
|
94925xxxx5 |
cry************@a***.com |
5 |
1 |
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230 |
|
233 |
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| Edward Jones |
485 E 17th St Ste 100, Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
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110 |
|
111 |
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| California National Bank 016 |
5767 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56271xxxx0 |
aar************@u*****.com |
|
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|
345636 |
5336 |
348000 |
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| Ash & Sha Investment & Propertys |
202 Fashion Ln, Tustin, CA 92780 |
|
71483xxxx6 |
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| Schultz Richard |
1171 Appian Way, Santa Ana, CA 92705 |
|
71473xxxx8 |
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| Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Will Fetter |
2582 N Santiago Blvd Ste B Orange, CA 92867 |
|
71473xxxx3 |
a.j*********@e**********.com |
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|
86755 |
|
98000 |
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| A & B Hotel Management & Investment |
151 N Kraemer Blvd, Placentia, CA 92870 |
|
71485xxxx1 |
tta***************@a********.com |
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| Lusan Money Matters |
13225 Philadelphia St E6, Ste E6, Whittier, CA 90601 |
|
71470xxxx1 |
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| Maxim Capital Advisors Inc. |
9160 Irvine Center Dr Ste 201, Irvine, CA 92618 |
|
94974xxxx3 |
inf*@m*******************.com |
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| Padilla Hofland Finacial Services Group |
1910 Saint Andrews Dr, Seal Beach, CA 90740 |
|
56259xxxx4 |
aar************@r***********.com |
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| Morgan Stanley |
800 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx1 |
acm***********@m************.com |
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| American Strategic Capital Inc. |
949 S Coast Dr, Costa Mesa, CA 92626 |
|
71452xxxx3 |
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| Edward Jones |
18002 Irvine Blvd Ste 102, Tustin, CA 92780 |
|
71468xxxx1 |
a.j*********@e**********.com |
|
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|
158 |
6 |
157 |
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| Ersop.Com Inc |
18141 Beach Blvd #300, Huntington Beach, CA 92648 |
|
86669xxxx7 |
adm**@e****.com |
|
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| Newport Capital |
15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 |
|
94975xxxx6 |
|
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| Researchdx |
13766 Alton Pkwy, Irvine, CA 92618 |
|
51033xxxx7 |
aav****@r*********.com |
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| Number 1 Insurance |
17111 Beach Blvd Ste 103, Huntington Beach, CA 92647 |
|
71484xxxx0 |
inf*@n*********.com |
4.9 |
518 |
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5 |
1 |
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| Bancorp Familiar |
2024 N Broadway Ste 200, Santa Ana, CA 92706 |
|
71454xxxx0 |
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| Gifford Fong Associates |
2555 E Chapman Ave Fullerton, CA 92831 |
|
71452xxxx7 |
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|
| Jon Polentz Property Management |
1407 E Collins Ave, Orange, CA 92867 |
|
71428xxxx0 |
jpr************@g****.com |
3.6 |
14 |
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| T N Investments Group, LLC |
17220 Newhope St, Fountain Valley, CA 92708 |
|
71443xxxx4 |
|
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1 |
3 |
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| LLC Cimco |
250 Fischer Ave, Costa Mesa, CA 92626 |
|
71436xxxx0 |
|
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|
| Edward Jones - Financial Advisor: Matthew Terrones |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
86756 |
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98000 |
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| Kingstone Capital |
445 W Palmdale Blvd Ste Q Palmdale, CA 93551 |
|
62646xxxx8 |
dat*****************@i****.de |
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3 |
2 |
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147 |
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| Ihsv-Inc |
2361 Campus Dr, Irvine, CA 92612 |
|
94961xxxx8 |
ihs*********@c*************.com |
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| Richter Financial Consulting |
Orange, CA 92869 |
|
65722xxxx1 |
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| Edward Jones - Financial Advisor: Ken Whittenbury, CFP® |
6 Centerpointe Dr Ste 780, La Palma, CA 90623 |
|
71499xxxx5 |
a.j*********@e**********.com |
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113 |
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113 |
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| Systematic Financial Management |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94971xxxx1 |
apa***@s****.com |
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| Cimco |
3303 Harbor Blvd, Costa Mesa, CA 92626 |
|
71436xxxx0 |
joh*@c*********.com |
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| Merrill Lynch Wealth Management |
3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740 |
|
56249xxxx0 |
ale*********@m*.com |
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| The Phillips Group |
2300 E Katella Ave Ste 405 Anaheim, CA 92806 |
|
71466xxxx1 |
bil****@p***************.com |
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4.6 |
34 |
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| Morgan Stanley Wealth Management |
10 Pointe Dr, Brea, CA 92821 |
|
71499xxxx6 |
acm***********@m************.com |
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| Alin Worldwide Investments |
555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 |
|
71426xxxx0 |
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| SBL | Commercial Investments and Management |
790 The City Dr S, Orange, CA 92868 |
|
71466xxxx8 |
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| Securities America Inc |
760 N Euclid St, Anaheim, CA 92801 |
|
71452xxxx0 |
aad********@s****************.com |
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| CIBC Private Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94966xxxx0 |
acc*******@c***.com |
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2120 |
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2200 |
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| Investment Development Services |
2915 Red Hill Ave, Costa Mesa, CA 92626 |
|
71443xxxx4 |
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| Joseph Martelli Real Estate Investments |
30 Corporate Park Ste 100 Irvine, CA 92606 |
|
71477xxxx0 |
bpr*****@j****.com |
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75 |
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| TNL Car Title Loans |
6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803 |
|
56285xxxx5 |
3ce*************************************@w*****************.com |
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| USA Asset Management |
19200 Von Karman Ave Ste 500, Irvine, CA 92612 |
|
94922xxxx6 |
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| Anchor Re Captital Management Co |
7545 Irvine Center Dr Ste 200, Irvine, CA 92618 |
|
94933xxxx7 |
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| Hanna Capital Management |
43 Post, Irvine, CA 92618 |
|
94927xxxx0 |
car********@a*******************.com |
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241 |
20 |
243 |
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| Kost Investment Group |
610 Newport Center Dr Ste 900, Newport Beach, CA 92660 |
|
94972xxxx9 |
the*********@r**.com |
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80 |
8 |
83 |
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| Dyczek Investments |
Santa Ana, CA 92705 |
|
65733xxxx4 |
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| Saatchi Investment Corporation |
14200 Culver Dr, Irvine, CA 92604 |
|
94973xxxx6 |
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| Financial Research Group |
4500 Campus Dr Ste 135, Newport Beach, CA 92660 |
|
94975xxxx0 |
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| Key Benefits & Planning |
760 N Euclid St Anaheim, CA 92801 |
|
71495xxxx4 |
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| Fairmont Capital Inc |
3350 E Birch St, Brea, CA 92821 |
|
71452xxxx0 |
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| Kemp Finacial Management |
2286 N State College Blvd, Fullerton, CA 92831 |
|
71425xxxx0 |
aal************@k*****.com |
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| Kamron Nahavandi, Financial Advisor |
550 W Orangethorpe Ave Ste 622 Placentia, CA 92870 |
|
71483xxxx2 |
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| Life Design Financial |
1400 N Harbor Blvd Ste 525, Fullerton, CA 92835 |
|
71473xxxx1 |
sco****@l******************.com |
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| Solomon Financial Mortgage & Realty |
3400 Irvine Ave Ste 221 Newport Beach, CA 92660 |
|
71440xxxx4 |
dav*@s********.com |
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5 |
2 |
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| Edward Jones - Financial Advisor: Daniel W Verdugo |
505 S Villa Real Dr Ste 201 Anaheim, CA 92807 |
|
71428xxxx5 |
a.j*********@e**********.com |
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86718 |
|
98000 |
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| Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
81826xxxx0 |
dns*****@a***.com |
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34 |
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| Homes For Sale Near Anaheim Area Group |
1371 S Walnut St Unit 3202, Anaheim, CA 92802 |
|
71485xxxx5 |
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| Morgan Stanley Wealth Management |
660 Newport Center Dr Ste 1100, Newport Beach, CA 92660 |
|
94971xxxx0 |
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| Hankey Investment Company |
2125 Westcliff Dr, Newport Beach, CA 92660 |
|
94954xxxx1 |
a.g**@h****.com |
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| Royal Alliance Assoc Inc |
4701 Teller Ave Ste 101, Newport Beach, CA 92660 |
|
94926xxxx0 |
aba*****@r************.com |
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|
2760 |
26 |
3300 |
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| Edward Jones - Financial Advisor: Elizabeth P Thai |
5952 Warner Ave, Huntington Beach, CA 92649 |
|
71470xxxx5 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
5 |
1 |
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| Castapos Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
31044xxxx3 |
aid********@m********.com |
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4 |
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| Joycelyn Choo |
Anaheim, CA 92807 |
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| The Napoli and Whitney Group |
2405 Mccabe Way Ste 100, Irvine, CA 92614 |
|
94942xxxx5 |
3b6*************************************@w*****************.com |
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36339 |
|
34000 |
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| Tarbox Family Office |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
bri**@t*****.com |
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| R & B Investment |
1762 San Juan St, Tustin, CA 92780 |
|
71473xxxx9 |
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| OWL Wealth Management - Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
ado********@a***.com |
|
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|
295 |
|
296 |
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| Wells Fargo Advisors |
2400 E Katella Ave Ste 1000 Anaheim, CA 92806 |
|
71494xxxx0 |
a-w***************@w*****************.com |
5 |
2 |
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| Lufon Investments |
17822 17th St Ste 212, Tustin, CA 92780 |
|
71422xxxx9 |
a.j*********@e**********.com |
|
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|
85136 |
|
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|
| Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ |
17822 17th St Suite 405, Tustin, CA 92780 |
|
71483xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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|
| Marigold Financial Partners |
1045 W Katella Ave Suite 250, Orange, CA 92867 |
|
71478xxxx3 |
die**@m*********.com |
5 |
1 |
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| Crown Capital Securities |
725 Town and Country Rd, Orange, CA 92868 |
|
71454xxxx1 |
asa********@c*********************.com |
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| Commpex Tax Strategies |
7724 Sonata Ln San Diego, CA 92127 |
|
85834xxxx8 |
inf*@c******.com |
|
|
5 |
1 |
|
|
73 |
|
73 |
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|
| Linda L Wallace Fraser Financial Group |
6621 E Pacific Coast Hwy Ste 220, Long Beach, CA 90803 |
|
56259xxxx9 |
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|
| Poole, Michael |
500 Newport Center Dr, Newport Beach, CA 92660 |
|
94976xxxx4 |
ban**********@e****.bankofamerica |
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| Aegis Asset Management Inc |
2331 W Lincoln Ave, Anaheim, CA 92801 |
|
71463xxxx0 |
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|
| Edward Jones - Financial Advisor: Markus Wong |
5410 Trabuco Rd Ste 110, Irvine, CA 92620 |
|
94955xxxx9 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| He & Chen Investment |
1221 W Alton Ave, Santa Ana, CA 92707 |
|
94920xxxx6 |
|
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|
| Envision Financial |
18101 Von Karman Ave, Irvine, CA 92612 |
|
71424xxxx0 |
aam*********@e***.com |
|
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|
| Morgan Stanley Wealth Management |
1901 Main St Ste 800, Irvine, CA 92614 |
|
94995xxxx0 |
acm***********@m************.com |
|
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| NextLevel Equity Investments |
Fullerton, CA 92831 |
|
94939xxxx7 |
|
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|
| Fabian Wealth Strategies Inc |
3070 Bristol St Ste 610, Costa Mesa, CA 92626 |
|
71466xxxx3 |
|
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| Equico |
535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
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71432xxxx0 |
abo*****@r********.com |
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| Procurus Wealth Management |
4101 Birch St Ste 110, Newport Beach, CA 92660 |
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94922xxxx8 |
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| Victory Vault Investments |
2340 N Grand Ave, Santa Ana, CA 92705 |
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71436xxxx5 |
vic***********************@g****.com |
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| BanCorp Realty |
2102 Business Center Dr, Irvine, CA 92612 |
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94920xxxx9 |
b.g******@b************.com |
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5 |
2 |
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| Duval Management Inc |
4630 Campus Dr, Newport Beach, CA 92660 |
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94926xxxx4 |
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| Edward Jones |
2842 E Chapman Ave, Orange, CA 92869 |
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71463xxxx1 |
a.j*********@e**********.com |
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85136 |
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| Clay Northam Wealth Management |
3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
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56279xxxx7 |
bcl**@c**********.com |
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| Integrity Financial Advisory |
10101 Slater Ave Ste 250, Fountain Valley, CA 92708 |
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71437xxxx8 |
adm**@i**********.com |
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| Securities America Inc |
1300 N Bristol St Ste 285, Newport Beach, CA 92660 |
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94975xxxx0 |
aad********@s****************.com |
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| Alpha Cubed Investments |
450 Newport Center Dr Ste 440, Newport Beach, CA 92660 |
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94970xxxx3 |
alp**@a********************.com |
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| Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
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| Surf City Investors, LLC |
P.O. Box 6093, Huntingtn Bch, CA 92615 |
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94968xxxx7 |
gab*@s****************.com |
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| Woodbury Financial Services |
3070 Bristol St. Suite 500, Costa Mesa, CA 92626 |
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94920xxxx4 |
bre**@j**********.com |
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| 2E Wealth Management, Inc / TCFG Wealth Management, LLC / Paul J Toohey, CFP AIF |
140 S Chaparral Ct #130, Anaheim, CA 92808 |
|
71499xxxx0 |
inf*@2*******.com |
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| Edward Jones |
311 Main St, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
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85136 |
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| CIBC Private Wealth Management |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94988xxxx0 |
alb***********@c***.com |
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2118 |
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2200 |
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| Perla Capital Group |
4 Park Plz Ste 1240, Irvine, CA 92614 |
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94925xxxx7 |
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| Asset Management |
720 S Euclid St Anaheim, CA 92802 |
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71499xxxx2 |
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| Metrix Capital Group |
8141 E Kaiser Dr Ste 120 Anaheim Hills, CA 92808 |
|
71492xxxx9 |
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| Marina Financial Design |
Torrance, CA 90504 |
|
31036xxxx3 |
a.t****@m*****.com |
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| Jiy Investment |
1120 W La Palma Ave Ste 3 Anaheim, CA 92801 |
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71477xxxx7 |
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| Sunlan Corporation |
8102 E Santa Cruz Ave, Orange, CA 92869 |
|
71428xxxx4 |
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| Allen & Caron Inc |
2151 Michelson Dr Ste 120, Irvine, CA 92612 |
|
94947xxxx0 |
and***@a*********.com |
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| Buffalo Capital Corporation |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx9 |
jdo*@b*************.com |
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| Special Asset Management |
5661 Beach Blvd, Buena Park, CA 90621 |
|
94949xxxx3 |
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| Cintia Diamond Consulting LLC |
1651 E 4th St Ste 225 Santa Ana, CA 92701 |
|
94920xxxx6 |
inf*@c**********************.com |
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5 |
2 |
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| Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ |
2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625 |
|
94964xxxx6 |
a.j*********@e**********.com |
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25 |
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| Fourels Investments |
1400 E Katella Ave Orange, CA 92867 |
|
71463xxxx3 |
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| Edward Jones - Financial Advisor: Omar Houssainy |
23046 Avenida De La Carlota, Laguna Hills, CA 92653 |
|
94936xxxx4 |
a.j*********@e**********.com |
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85136 |
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| Global Investment Solutions |
1300 N Bristol St Ste 200, Newport Beach, CA 92660 |
|
94966xxxx0 |
ski******@e********.net |
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| David Tipple-Financial Advisor |
12976 Main St, Garden Grove, CA 92840 |
|
71446xxxx4 |
aab****@b************.com |
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12 |
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40840 |
176 |
41000 |
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| Edward Jones |
180 E Main St, Tustin, CA 92780 |
|
71457xxxx9 |
a.j*********@e**********.com |
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85136 |
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| World Financial Group |
1835 W Orangewood Ave Orange, CA 92868 |
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1.6 |
14 |
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| Rennie & Associates |
1608 Galaxy Dr, Newport Beach, CA 92660 |
|
94965xxxx2 |
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| Equico |
575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 |
|
71432xxxx0 |
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| Insight Investment |
600 City Pkwy W Ste 500 Orange, CA 92868 |
|
71493xxxx0 |
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| TNL Car Title Loans |
710 S Brookhurst St Ste J, Anaheim, CA 92804 |
|
65722xxxx0 |
3ce*************************************@w*****************.com |
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| Level Four Group |
1920 Main St Ste 1090, Irvine, CA 92614 |
|
94977xxxx1 |
aha***@l*****************.com |
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| Torrance Investment Management |
13601 Whittier Blvd, Whittier, CA 90605 |
|
56269xxxx0 |
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| Sperry Van Ness |
18881 Von Karman Ave Ste 800, Irvine, CA 92612 |
|
94970xxxx0 |
aar********@s**.com |
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1207 |
5 |
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| U.S. Bancorp Investments - Financial Advisors: John Chipian |
500 S Main St, Orange, CA 92868 |
|
71436xxxx1 |
aar************@u*****.com |
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344755 |
4383 |
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| Yaltin Investments |
6 Monterey Cir, Corona Del Mar, CA 92625 |
|
94972xxxx0 |
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| Davis Group |
5848 E Naples Plz, Long Beach, CA 90803 |
|
56259xxxx5 |
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| Investment Properties II |
3146 Red Hill Ave, Costa Mesa, CA 92626 |
|
71497xxxx0 |
bfe******@i*******************.com |
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| Wcm Investment Management |
23702 Birtcher Dr, Lake Forest, CA 92630 |
|
94938xxxx0 |
aar**@w********.com |
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| Mcl Financial Group |
1851 E 1st St Ste 150 Santa Ana, CA 92705 |
|
71483xxxx1 |
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| Trilogy Financial Services Inc. |
2601 Main St Ste 200, Irvine, CA 92614 |
|
94922xxxx5 |
adm**@t********.com |
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| Chariots Empire Investments, Inc. |
2030 Main St, Irvine, CA 92614 |
|
87758xxxx6 |
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| Edward Jones - Financial Advisor: Louis W Rizzacasa |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71446xxxx6 |
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| LBA Realty |
3347 Michelson Dr, Irvine, CA 92612 |
|
30370xxxx4 |
aa.*********@l********.com |
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| Yhc Wealth Management Group |
18396 Brookhurst St, Fountain Valley, CA 92708 |
|
71496xxxx0 |
pgb******@w******************.com |
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|
199 |
5 |
205 |
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| Millennium Brokerage Group |
2670 N Main St Ste 240 Santa Ana, CA 92705 |
|
71456xxxx1 |
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| Integrative Financial Management - Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx2 |
bri***********@a***.com |
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73 |
|
77 |
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| Morgan Stanley |
1901 Main St, Irvine, CA 92614 |
|
94980xxxx1 |
a.c******@p********.com |
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|
113356 |
3087 |
131000 |
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| Capital Reserve Advisors Inc |
5015 Birch St, Newport Beach, CA 92660 |
|
94975xxxx9 |
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| Sierra Asset Management |
2699 White Rd, Irvine, CA 92614 |
|
94966xxxx4 |
con****@s*******.com |
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|
| Edward Jones - Financial Advisor: Brian K Clark |
1467 N Wanda Rd Ste 175, Orange, CA 92867 |
|
71494xxxx3 |
a.j*********@e**********.com |
|
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|
85274 |
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| Strategic Financial Group |
18191 Von Karman Ave Ste 100, Irvine, CA 92612 |
|
94962xxxx0 |
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| Financial Growth Management Inc |
1421 N Wanda Rd, Orange, CA 92867 |
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71463xxxx4 |
3d5*************************************@w*****************.com |
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| Des Financial Group |
3000 E Birch St, Brea, CA 92821 |
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71457xxxx0 |
dsw***@d****************.com |
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| Robert M. Densmore |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx9 |
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| Edward Jones - Financial Advisor: Markus Wong |
250 Newport Center Dr Ste 206, Newport Beach, CA 92660 |
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94964xxxx0 |
a.j*********@e**********.com |
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72 |
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74 |
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| Judy Kim - Financial Advisor, Ameriprise Financial Services |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
cam**********@a***.com |
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15 |
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| Stamper Capital & Investments Inc |
2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625 |
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94967xxxx7 |
sep**********************@r************.com |
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| Edward Jones - Financial Advisor: Skyler A Christensen |
3 Pointe Dr Ste 207, Brea, CA 92821 |
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71467xxxx5 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Legacy investments |
2320 Harbor Blvd # 200, Costa Mesa, CA 92626 |
|
88861xxxx1 |
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| Yosemite Capital Mangagement |
17822 17th St, Tustin, CA 92780 |
|
71473xxxx0 |
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| IFL Financial Advisors |
19132 Mesa Dr Villa Park, CA 92861 |
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71459xxxx0 |
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| Royal Alliance Assoc Inc |
12377 Lewis St Ste 102, Garden Grove, CA 92840 |
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71475xxxx9 |
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| The Davis Group |
6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 |
|
56259xxxx5 |
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| Palma Investments, Inc. |
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71475xxxx2 |
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| Nuveen Investments |
1 Park Plz Ste 325, Irvine, CA 92614 |
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94944xxxx0 |
aar*************@n*****.com |
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1812 |
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2000 |
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| Investor Financial Services |
12676 Hoover St, Garden Grove, CA 92841 |
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71479xxxx9 |
inf*@w****.com |
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| Jung Seo - Prudential Financial |
600 City Pkwy W, Orange, Ca 92868 |
|
71445xxxx2 |
a.w*****@p*********.com |
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| Cooke & Wealth Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94972xxxx0 |
cwm@c******.com |
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| Edward Jones - Financial Advisor: Mike Borgman |
18200 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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| Titans Capital Equity Group |
500 N State College Blvd Ste 1100 Orange, CA 92868 |
|
87723xxxx0 |
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| Le Baron Investments |
2020 E Orangethorpe Ave, Fullerton, CA 92831 |
|
71468xxxx2 |
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| Kaz Investment Management |
14712 Franklin Ave, Tustin, CA 92780 |
|
71441xxxx7 |
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| Argent Firm Inc |
420 Exchange Ste 250, Irvine, CA 92602 |
|
94925xxxx4 |
ala*****@t*******.alabama |
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5 |
5 |
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164 |
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| Edward Jones - Orange Financial Advisor - Mark H Doucet |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
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86755 |
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98000 |
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| Advisor Solution's Group Inc |
1300 Bristol St N Ste 100, Newport Beach, CA 92660 |
|
94925xxxx5 |
ccu****@a********************.com |
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| Ministry Partners Investments Co |
915 W Imperial Hwy, Brea, CA 92821 |
|
71478xxxx1 |
bil*********@m***************.org |
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| Ameriprise Financial Advisors |
500 N State College Blvd Ste 415 Orange, CA 92868 |
|
71445xxxx6 |
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| Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC |
333 City Blvd W 3rd Fl, Orange, CA 92868 |
|
81826xxxx0 |
dns*****@a***.com |
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| Morgan Stanley |
2677 N Main St, Santa Ana, CA 92705 |
|
71483xxxx1 |
adm**@b*******.com |
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| RHW Capital Management Group, LLC |
1820 W Orangewood Ave #203, Orange, CA 92868 |
|
94934xxxx1 |
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| Saint Investment Group Inc. |
555 Anton Blvd Suite 225, Costa Mesa, CA 92626 |
|
71433xxxx0 |
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| Kostichuk Steve |
15355 Brookhurst St, Westminster, CA 92683 |
|
71483xxxx9 |
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| Lea Inouye - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
dns*****@a***.com |
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| Zamantha Gomez - Ambiance Realty |
West Hollywood, CA 90069 |
|
81843xxxx6 |
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| Gerber Kawasaki Wealth & Investment Management |
2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405 |
|
42456xxxx0 |
a18*****************************@s*****.wixpress |
4.6 |
138 |
4.8 |
198 |
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| Karl H Romero & Associates, Inc |
1585 E 17th St Santa Ana, CA 92705 |
|
71454xxxx7 |
kar***********@w**********.com |
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| Greenberg Graham Advisors |
575 Anton Blvd, Costa Mesa, CA 92626 |
|
71443xxxx0 |
jgr****@g*********.com |
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| United Financial Services |
500 N State College Blvd Ste 1100 Orange, CA 92868 |
|
71491xxxx1 |
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| Wohl Investment Co |
14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660 |
|
94970xxxx0 |
*re*@w*************.com |
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| California Income Property |
1045 W Katella Ave STE 200, Orange, CA 92867 |
|
94946xxxx1 |
bra***@c***************.com |
4.4 |
8 |
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4.6 |
9 |
292 |
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285 |
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| Florentez Investment Management Inc |
12 Brillantez, Irvine, CA 92620 |
|
71460xxxx7 |
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| Meridian Capital Management |
3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 |
|
56259xxxx0 |
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| Flagstar Bank |
949 S Coast Dr Ste 100, Costa Mesa, CA 92626 |
|
71454xxxx0 |
aar********@f*******.com |
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| Inverness Graham Investments LP |
15707 Rockfield Blvd, Irvine, CA 92618 |
|
94922xxxx0 |
aam**@i**************.com |
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| Klk Capital Management |
2010 Main St, Irvine, CA 92614 |
|
94937xxxx8 |
aca*****************@a******.com |
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| Premier Tax CFO |
1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 |
|
71487xxxx2 |
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5 |
1 |
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| C3 Private Wealth Advisors - Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
c3p********************@a***.com |
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| Newport Advisory |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94962xxxx0 |
aj@n**************.com |
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| Powers Capital Investments Inc |
8141 E Kaiser Blvd Ste 300, Anaheim, CA 92808 |
|
71428xxxx6 |
aba*****@s*****.com |
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| American Healthcare REIT, Inc |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
inf*@a******.com |
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| NSK Asset Management Inc |
20732 Seine Ave, Lakewood, CA 90715 |
|
56240xxxx2 |
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| J & E Brothers Investments LLC |
7861 Clay Ave 9, Huntington Beach, CA 92648 |
|
71442xxxx8 |
abc***@m****.com |
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| Pan American Properties |
17491 Irvine Blvd Ste 100 Tustin, CA 92780 |
|
71450xxxx4 |
aap*****@p*****.com |
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|
3.1 |
110 |
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36 |
3 |
47 |
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| Brent Rupnow - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx9 |
bre*********@a***.com |
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| Dynamic Firm Management |
4570 Campus Dr, Newport Beach, CA 92660 |
|
71497xxxx0 |
mcc**@d**********.com |
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| Good Life Financial Management |
16842 Von Karman Ave, Irvine, CA 92606 |
|
94923xxxx7 |
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| Ajilon |
4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 |
|
94995xxxx4 |
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| Mitchell Capital Management Inc |
3187 Airway Ave, Costa Mesa, CA 92626 |
|
71443xxxx2 |
dgo****@g***************.com |
|
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| Tranzon Asset Strategies |
9980 Irvine Center Dr Ste 100, Irvine, CA 92618 |
|
88831xxxx4 |
adv****@t******.com |
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11393 |
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12000 |
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| Modern Homes And Investments |
13002 Philadelphia St Ste 605 Whittier, CA 90601 |
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56227xxxx2 |
c18*****************************@s*****.wixpress |
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20 |
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21 |
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| American Gateaway Regional Centers LLC |
930 roosevelt DR Ste 325, Irvine, CA 92620 |
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71430xxxx1 |
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| Orange Capital Management |
333 S Anita Dr Ste 700, Orange, CA 92868 |
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71463xxxx1 |
bry**@o**********************.com |
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| Property Management Irvine |
2010 Main St, Irvine, CA 92614 |
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71467xxxx8 |
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| Confluence Wealth Management Group - Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
90939xxxx9 |
cam**********@a***.com |
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16 |
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20 |
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| Global Investment Management |
9602 Hamilton Ave, Huntington Beach, CA 92646 |
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71496xxxx7 |
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| First American Trust |
5 First American Way, Santa Ana, CA 92707 |
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71464xxxx7 |
acc**********@f******.com |
3.2 |
5 |
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5257 |
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5800 |
5 |
1 |
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| Apex Financial Services Group |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71491xxxx6 |
adm**@a******.com |
4 |
4 |
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| Griffin American Healthcare |
18191 Von Karman Ave Irvine, CA 92612 |
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94927xxxx0 |
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| Birch Capital |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
88838xxxx7 |
ale*@b*******.com |
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| Gardena Financial |
1516 W Redondo Beach Blvd, Gardena, CA 90247 |
|
42499xxxx9 |
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4.8 |
35 |
4.7 |
159 |
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45 |
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| Edward Jones - Financial Advisor: Felicia Y Gonzalez |
5855 E Naples Plz Ste 100, Long Beach, CA 90803 |
|
56243xxxx1 |
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| Ametrine Wealth Strategies, LLC |
1122 E Lincoln Ave STE 106, Orange, CA 92865 |
|
80056xxxx8 |
ama*****@a*********.com |
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5 |
5 |
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16 |
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| SBL Professional Realty | Commercial Investments and Management |
790 The City Dr S, Orange, CA 92868 |
|
71466xxxx8 |
ass************@s******.com |
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| Cerritos Garp |
12741 Towne Center Dr, Cerritos, CA 90703 |
|
56280xxxx0 |
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4.2 |
132 |
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| H Roark Investment Banking Inc. |
4750 Von Karman Ave, Newport Beach, CA 92660 |
|
94925xxxx5 |
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| Vincent Lovoy |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx4 |
acc************@f************.com |
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| Krpm Investment Group |
510 E Lincoln Ave, Orange, CA 92865 |
|
71490xxxx5 |
inf*@k********.com |
3.8 |
26 |
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| GK Global Property Solutions |
17822 E 17th St Ste 101 Tustin, CA 92780 |
|
71440xxxx5 |
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| Edward Jones |
13001 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56259xxxx2 |
a.j*********@e**********.com |
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147 |
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| Neuberger Berman |
620 Newport Center Dr Ste 250, Newport Beach, CA 92660 |
|
94946xxxx0 |
abc***@n*.com |
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| Crossroads Planning, LLC |
765 The City Dr S Ste 390, Orange, CA 92868 |
|
71489xxxx8 |
bra*********@c******************.com |
5 |
14 |
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266 |
68 |
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| Life Income Management |
Loma Linda, CA 92354 |
|
90956xxxx1 |
mel***@l*******************.com |
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| Edward Jones - Financial Advisor: Stephanie Bartels |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
a.j*********@e**********.com |
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| Financial Network Investment |
801 E Chapman Ave Fullerton, CA 92831 |
|
71452xxxx5 |
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| OC Financial Group |
134 Liberty St, Tustin, CA 92782 |
|
94937xxxx4 |
joh*@o***************.com |
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| Conqueror Unlimited |
313 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx4 |
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| Lighthouse Financial Services Inc |
3000 E Birch St Ste 107, Brea, CA 92821 |
|
71457xxxx0 |
con****@l*************.com |
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| Maxim Capitol Advisors Inc |
4695 Macarthur Ct, Newport Beach, CA 92660 |
|
94975xxxx3 |
ant****@c******************.net |
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| Edward Jones - Financial Advisor: Nathan Kieu |
19742 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Bradstreet Investment Co. |
121 Agate Ave, Newport Beach, CA 92662 |
|
94972xxxx2 |
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| Scottrade - Online Trading & Stock |
13209 Jamboree Rd, Tustin, CA 92782 |
|
71466xxxx2 |
dns*****@s*****.com |
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| Tremont Realty Capital |
1786 Orange Ave, Costa Mesa, CA 92627 |
|
94921xxxx0 |
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| LRES Corporation |
765 The City Dr S, Orange, CA 92868 |
|
71452xxxx7 |
ada*@l***.com |
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| Pearlman Industries |
1422 S Allec St Anaheim, CA 92805 |
|
71468xxxx0 |
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| Wealth Management Services Inc |
15771 Grey Oaks St, Westminster, CA 92683 |
|
71479xxxx9 |
inf*@w****.com |
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| Edward Jones - Financial Advisor: Trisha M Braunstein |
3621 Harbor Blvd Ste 140, Santa Ana, CA 92704 |
|
94963xxxx1 |
a.j*********@e**********.com |
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48 |
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91 |
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| Allstate Personal Financial Representative: Jose Villasenor |
10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720 |
|
56268xxxx4 |
a****00@a*******.com |
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| Financial Services Industry |
901 S Bristol St B762 Santa Ana, CA 92703 |
|
71464xxxx9 |
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| Skyhill Financial, Inc |
5762 Bolsa Ave, Huntington Beach, CA 92649 |
|
71465xxxx8 |
bra******@s***************.com |
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| Needelman Asset Management Inc |
111 Pacifica Ste 140, Irvine, CA 92618 |
|
94945xxxx3 |
sam@m*********.com |
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| AV Investment & Consultant Group |
1926 W 17th St Santa Ana, CA 92706 |
|
71474xxxx9 |
avd****@g****.com |
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| American Funds |
6455 Irvine Center Dr, Irvine, CA 92618 |
|
94997xxxx0 |
afi*******@a************.com |
3.9 |
18 |
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170891 |
|
185000 |
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| Remedios Manzanilla Inc |
11428 Artesia Blvd, Artesia, CA 90701 |
|
56286xxxx8 |
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| Sound Equity |
2099 S State College Blvd Ste 330 Anaheim, CA 92806 |
|
88849xxxx0 |
cla***@s**********.com |
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| Lifestyle Financial Services |
4675 Macarthur Ct, Newport Beach, CA 92660 |
|
94983xxxx3 |
aar*********@s******.com |
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9472 |
|
9500 |
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| Comprehensive Financial Inc |
16520 Bake Pkwy, Irvine, CA 92618 |
|
94950xxxx7 |
cor****@c*************.com |
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197 |
12 |
215 |
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| Marion Consulting |
1604 E 4th St Ste A, Santa Ana, CA 92701 |
|
71424xxxx4 |
aga****@k************.com |
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| Money Management Resources Inc |
1200 N Main St Ste 820, Santa Ana, CA 92701 |
|
71497xxxx8 |
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| Y N Investments Capital |
555 W 5th St Fl 34 Los Angeles, CA 90013 |
|
21322xxxx6 |
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| Western Investment Corp |
620 W Orangewood Ave, Anaheim, CA 92802 |
|
71497xxxx0 |
aa@w************.com |
3.5 |
374 |
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| Edward Jones - Financial Advisor: Jaime A. Torres |
7755 Center Ave Ste 1010, Huntington Beach, CA 92647 |
|
71490xxxx6 |
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| Tu Tran Cfp |
17822 17th St, Tustin, CA 92780 |
|
71473xxxx1 |
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| Clark Estate Services |
872 N Snow Goose St, Orange, CA 92869 |
|
71463xxxx5 |
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| Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ |
18837 Brookhurst St Ste 205, Fountain Valley, CA 92708 |
|
71496xxxx4 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| Cano Wealth Management, Inc. |
1100 Town and Country Rd Suite 1250, Orange, CA 92868 |
|
71449xxxx4 |
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| Allstate Personal Financial Representative: Elias Dafesh |
401 S Euclid St, Anaheim, CA 92802 |
|
56276xxxx7 |
a****00@a*******.com |
|
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| Allen Investment Management |
5437 E Avenida Palmar, Orange, CA 92869 |
|
71474xxxx0 |
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| Wells Fargo Private Bank |
5 Park Plz, Irvine, CA 92614 |
|
94925xxxx6 |
aar**********@w*********.com |
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155184 |
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11 |
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| Trusted Policy Funds |
23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653 |
|
94951xxxx8 |
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| Clifford Breeden III - Ameriprise Financial Services |
14771 Plaza Dr Ste M Tustin, CA 92780 |
|
94925xxxx4 |
dns*****@a***.com |
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| Johny Makhijani - Financial Advisor, Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx2 |
dns*****@a***.com |
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117 |
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125 |
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| Edward Jones - Financial Advisor: Tom Choi |
2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625 |
|
94964xxxx6 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Global One Asset Management |
1367 E Edinger Ave Santa Ana, CA 92705 |
|
71454xxxx0 |
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| Edward Jones - Financial Advisor: Gabriel Choo |
3111 N Tustin St Ste 190 Orange, CA 92865 |
|
71463xxxx0 |
a.j*********@e**********.com |
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86718 |
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98000 |
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| Lufon Investments |
17822 17th St Tustin, CA 92780 |
|
71422xxxx9 |
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| McGregor Financial Group Inc |
19762 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx8 |
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| Number 1 Business Brokers |
Anaheim, CA 92807 |
|
71477xxxx7 |
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| Edward Jones - Financial Advisor: Bob Josten |
307 Marine Ave, Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Morgan Stanley Financial Advisors |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71483xxxx1 |
acc**********@m************.com |
3.5 |
2 |
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| IWM Financial, Inc. |
151 Yorba St #200b, Tustin, CA 92780 |
|
71441xxxx0 |
bra****@i***********.com |
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14 |
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16 |
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| ArdentOne Financial |
3707 W Garden Grove Blvd, Orange, CA 92868 |
|
71474xxxx8 |
joh*@a********.com |
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| Edward Jones - Financial Advisor: Michael R Long |
18002 Irvine Blvd Ste 102, Tustin, CA 92780 |
|
71468xxxx1 |
acc**********@e**********.com |
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86230 |
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96000 |
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| Linco Investment Company |
1107 Quail St, Newport Beach, CA 92660 |
|
94922xxxx0 |
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| Edward Jones - Financial Advisor: Mark Denali |
27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610 |
|
94959xxxx7 |
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| Mischler Financial Group Inc |
1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625 |
|
94972xxxx0 |
agu*******@m****************.com |
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5 |
5 |
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89 |
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| Edward Jones |
2540 Main St Ste W, Irvine, CA 92614 |
|
94986xxxx6 |
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| Online California Title Loans |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
65722xxxx2 |
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| Chaparrak Court Investments |
115 S Chaparral Ct Anaheim, CA 92808 |
|
71428xxxx9 |
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| Cravitz Financial & Insurance Solutions |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71446xxxx5 |
rya*@c***************.com |
5 |
1 |
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72 |
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| Edward Jones - Financial Advisor: Sam Dickinson |
15111 Whittier Blvd Ste 380, Whittier, CA 90603 |
|
56294xxxx7 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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| ING |
1211 N Broadway Santa Ana, CA 92701 |
|
71469xxxx4 |
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| Advanced Planning Group |
4770 Campus Dr, Newport Beach, CA 92660 |
|
95177xxxx3 |
ada*@t*********.org |
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51 |
9 |
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| Martin Commercial Grp |
1360 Ritchey St, Santa Ana, CA 92705 |
|
71454xxxx0 |
ela*********@m****.com |
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| Labrum Wealth Management |
8888 Prospect St Ste 200 La Jolla, CA 92037 |
|
76070xxxx5 |
aar**@l***********.com |
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| Elite Investors |
Orange, CA 92867 |
|
71488xxxx9 |
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| Option Investments, Inc. (OpVest) |
300 Spectrum Center Dr Ste 1030, Irvine, CA 92618 |
|
94926xxxx0 |
aci********@o*****.com |
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| Thomas Ahola Real Estate Advisor |
Dana Point, CA 92629 |
|
31021xxxx4 |
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| Financial Managers Jmb |
43 Corporate Park Ste 104, Irvine, CA 92606 |
|
94925xxxx4 |
jac********@c*************.com |
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| Crescent Bay Advisors, Inc. |
2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625 |
|
94971xxxx7 |
inf*@c******************.com |
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| American Express |
9261 Krepp Dr, Huntington Beach, CA 92646 |
|
71496xxxx0 |
aar**@a**************.com |
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898016 |
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| Strada Capital Group |
100 Spectrum Center Dr Ste 900, Irvine, CA 92618 |
|
94978xxxx0 |
ana******@s************.com |
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6191 |
113 |
5900 |
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| Griffin Capital Securities |
18191 Von Karman Ave, Irvine, CA 92612 |
|
94927xxxx0 |
ada*@g*************.com |
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| Edward Jones - Financial Advisor: Nick Garl |
6378 E Santa Ana Canyon Rd Anaheim, CA 92807 |
|
71468xxxx1 |
a.j*********@e**********.com |
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141 |
6 |
140 |
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| Stifel |
895 Dove St Ste 400, Newport Beach, CA 92660 |
|
94925xxxx4 |
abb****@s*****.com |
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4756 |
|
5200 |
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| Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® |
1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626 |
|
71443xxxx4 |
a.j*********@e**********.com |
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278 |
3 |
286 |
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| Pacific Advisors |
1525 E Chapman Ave, Fullerton, CA 92831 |
|
71460xxxx9 |
dom*********@g***.com |
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| Frontier Investment |
17992 Cowan, Irvine, CA 92614 |
|
94972xxxx0 |
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| Askew Kabala & Co. Inc. |
242 W Main St, Tustin, CA 92780 |
|
71450xxxx0 |
con****@a**********.com |
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| Row Asset Management |
450 Newport Center Dr, Newport Beach, CA 92660 |
|
94947xxxx1 |
ak@r****.com |
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| Financial Network Investment Corporation |
2440 N Glassell St Ste U, Orange, CA 92865 |
|
71497xxxx7 |
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| Zuk C L & Associates |
22936 El Toro Rd, Lake Forest, CA 92630 |
|
94947xxxx5 |
adm**@z***********.com |
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| The Legacy Consulting Group |
18000 Studebaker Rd Ste 700 Cerritos, CA 90703 |
|
56296xxxx2 |
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| Spectrum Asset Management Inc. |
450 Newport Center Dr, Newport Beach, CA 92660 |
|
94995xxxx1 |
ach***@m*********.com |
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|
166767 |
126 |
187000 |
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| Triton Investment Advisors |
18672 Florida St Ste 202B, Huntington Beach, CA 92648 |
|
71437xxxx0 |
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| Financial Growth Management, Inc. |
17871 Santiago Blvd #224, Villa Park, CA 92861 |
|
71424xxxx0 |
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| Signature Estates and Investment Advisors |
2010 Main St, Irvine, CA 92614 |
|
94970xxxx8 |
adm**@s***.com |
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| Investor Solutions Group |
18377 Beach Blvd Ste 323, Huntington Beach, CA 92648 |
|
71484xxxx5 |
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| Affinity Investment Advisors |
18111 Von Karman Ave Ste 550, Irvine, CA 92612 |
|
94966xxxx3 |
ale*******@a*****************.com |
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| Thomas E Smith - Financial Advisor, Ameriprise Financial Services |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx0 |
dns*****@a***.com |
|
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| Sellabusiness.Com |
Anaheim, CA 92807 |
|
71469xxxx3 |
gra**@s************.com |
|
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| Oc Realty Advisors |
1 Technology Dr, Irvine, CA 92618 |
|
61224xxxx0 |
|
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5 |
1 |
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| DTS Financial SVC-Acctg Firm |
1007 W La Palma Ave, Anaheim, CA 92801 |
|
71463xxxx3 |
|
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| Raymond James Financial Services - W. Craig Walker, Cfp(r) |
305 N Harbor Blvd Ste 216, Fullerton, CA 92832 |
|
71444xxxx0 |
|
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| One Stop Realty & Financial |
14351 Euclid St Ste 1S Garden Grove, CA 92843 |
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71465xxxx1 |
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| Barbara Stowell: LPL Financial Advisor |
9550 Warner Ave Ste 300, Fountain Valley, CA 92708 |
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71496xxxx0 |
ahe*******@i**********.com |
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| Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
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94925xxxx0 |
dns*****@a***.com |
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| Morgan Stanley Wealth Management |
555 Pointe Dr, Brea, CA 92821 |
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71499xxxx0 |
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| Swick Lam Assett Management |
940 S Coast Dr, Costa Mesa, CA 92626 |
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71485xxxx0 |
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| Moler Capital Management |
8 Corporate Park, Irvine, CA 92606 |
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94944xxxx3 |
mat****@m***********.com |
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| Reddemann Thomas M Cfp |
333 S Anita Dr Ste 625 Orange, CA 92868 |
|
71493xxxx2 |
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| Crossmark Financial |
1601 Dove St Ste 199, Newport Beach, CA 92660 |
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94944xxxx0 |
bry**@c*****************.com |
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| Mission Wealth |
1 Park Plz, Irvine, CA 92614 |
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94928xxxx0 |
ach****@m************.com |
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| AK Financial |
6 Venture Ste 390, Irvine, CA 92618 |
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94978xxxx0 |
ak@a***************.com |
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| SageView Advisory Group |
1920 Main St Ste 800, Irvine, CA 92614 |
|
80081xxxx2 |
ach**@s***************.com |
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150 |
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158 |
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| Jay DeRusso |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx8 |
acc************@f************.com |
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| Concord Investment Council |
9811 Irvine Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
gid***@c******.com |
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52 |
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| Pacific Coast Financial Planning Group - Ameriprise Financial |
1440 N Harbor Blvd Ste 801 Fullerton, CA 92835 |
|
71452xxxx0 |
aku**********@a***.com |
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194 |
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| Confluence Wealth Management Group - Ameriprise Financial Services |
12842 Valley View St Ste 104, Garden Grove, CA 92845 |
|
71424xxxx0 |
cam**********@a***.com |
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| Tyler James Pace, CPA, MAFM |
3000 Ladrillo Aisle, Irvine, CA 92606 |
|
94942xxxx5 |
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| Integrity Home Buyers |
7847 Florence Av Ste 101 Downey, CA 90240 |
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32371xxxx7 |
rea*****************@m***.withheldforprivacy |
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| South Coast Wealth Management |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
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| Plus EV Capital |
5000 Birch St. Suite 3000, Newport Beach, CA 92660 |
|
94937xxxx0 |
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| Anoush Shamaei (Realtor) |
3500 Barranca Pkwy Ste 100, Irvine, CA 92606 |
|
94957xxxx0 |
ano***@h*****************.com |
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| R.A.I. Wealth Management |
151 N Kraemer Blvd #105, Placentia, CA 92870 |
|
71444xxxx6 |
ang**@r****.com |
5 |
1 |
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| The March Group |
7545 Irvine Center Dr, Irvine, CA 92618 |
|
94962xxxx5 |
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| Terrada Investment Corp |
4940 Campus Dr Ste C, Newport Beach, CA 92660 |
|
94975xxxx0 |
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| Needleman Asset Management |
1301 Dove St, Newport Beach, CA 92660 |
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94938xxxx0 |
ach***@m*********.com |
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| APEX Investment Planning Services |
424 32nd St Ste A, Newport Beach, CA 92663 |
|
94966xxxx0 |
bai****@b*******.com |
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| Diversified Real Property Management |
180 E Main St Ste 101, Tustin, CA 92780 |
|
71454xxxx5 |
ahm**@d********.com |
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| Unique Investment Corps |
7028 Kearny Dr, Huntington Beach, CA 92648 |
|
71484xxxx0 |
inf*@u*************.com |
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| Amchamp |
1802 Holly Tree Ln, Santa Ana, CA 92705 |
|
90926xxxx1 |
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| Liberty Investment Group |
Corona, CA 92879 |
|
56224xxxx5 |
lib*****************@g****.com |
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| Charles Fish Investments |
2010 Main St Ste 130, Irvine, CA 92614 |
|
94929xxxx0 |
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| Liberty Capital Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94972xxxx8 |
agr****@l****************.com |
5 |
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| Athos Capital Advisors |
Newport Beach, CA 92660 |
|
31097xxxx5 |
cli**********@a*******************.com |
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13 |
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| Edward Jones - Financial Advisor: Robert P Johnston |
1 Orchard Ste 200, Lake Forest, CA 92630 |
|
94946xxxx0 |
a.j*********@e**********.com |
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39 |
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| Trustee Corp |
30 Corporate Park Ste 400, Irvine, CA 92606 |
|
94925xxxx0 |
abu****@t***********.com |
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5 |
7 |
245 |
15 |
245 |
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| Raymond James |
14102 Montgomery Dr, Westminster, CA 92683 |
|
71489xxxx3 |
aar************@r***********.com |
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| Veterans Financial Group |
765 The City Dr S Ste 390 Orange, CA 92868 |
|
71478xxxx2 |
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5 |
11 |
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1 |
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| Ju Ding USA |
3230 E Imperial Hwy, Brea, CA 92821 |
|
71464xxxx6 |
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| Edward Jones - Financial Advisor: Bryan L Green |
2223 E Wellington Ave Ste 310 Santa Ana, CA 92701 |
|
71454xxxx2 |
a.j*********@e**********.com |
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238 |
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| Hollencrest Securities |
3501 Jamboree Rd, Newport Beach, CA 92660 |
|
94973xxxx5 |
ac@h**********.com |
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| California Private Wealth Management |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
94921xxxx9 |
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| American Express Financial Advisors |
Irvine, CA 92602 |
|
94925xxxx0 |
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| Asset Management |
417 S Broadway, Santa Ana, CA 92701 |
|
94928xxxx9 |
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| AMIP Lending |
3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 |
|
56273xxxx5 |
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| Fair Trade Real Estate |
5 Park Plz Ste 1150, Irvine, CA 92614 |
|
94997xxxx8 |
a30*************************************@w*****************.com |
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5 |
15 |
871 |
85 |
981 |
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| Crown Capital Securities |
725 W Town And Country Rd Ste 530, Orange, CA 92868 |
|
71454xxxx1 |
ban******@c*********************.com |
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| Clearview Investment Partners |
250 Newport Center Dr Ste 300, Newport Beach, CA 92660 |
|
94920xxxx0 |
fir**@c******.com |
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| Houzina |
7331 Shelby Pl Rancho Cucamonga, CA 91739 |
|
90934xxxx3 |
ram*@h******.com |
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| Mjd Investment Co. |
580 W Lambert Rd Ste E, Brea, CA 92821 |
|
71452xxxx3 |
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| Sol Terra Estates & Lending Inc. |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
94962xxxx5 |
geo***@s**************.com |
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363 |
7 |
354 |
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| Wealth Strategies Group |
950 S Coast Dr Ste 115, Costa Mesa, CA 92626 |
|
71438xxxx0 |
inf*@w********************.com |
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16 |
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| Wirth Financial Services |
17941 Mitchell S, Irvine, CA 92614 |
|
94985xxxx5 |
joh*@t********.com |
5 |
2 |
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| Soojinda Investment Management |
7475 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx5 |
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| Edward Jones - Financial Advisor: Kent Arnold |
5500 E Santa Ana Canyon Rd Ste 253 Anaheim, CA 92807 |
|
71468xxxx6 |
acc**********@e**********.com |
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|
86724 |
|
98000 |
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| ClearPath Financial and Insurance Solutions |
1100 Town And Country Rd Ste 1250 Orange , CA 92868 |
|
95125xxxx6 |
ada*******@c**********.net |
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5 |
2 |
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76 |
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| Cerritos Garp |
12831 Towne Center Dr, Cerritos, CA 90703 |
|
56286xxxx3 |
aar**@p************.com |
4.4 |
377 |
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| Jim Warren - Financial Advisor, Ameriprise Financial Services |
4 Venture Ste 300, Irvine, CA 92618 |
|
90939xxxx9 |
cam**********@a***.com |
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| South Coast Real Estate & Property Management |
2915 Red Hill Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
hel**@s*************************.com |
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| Unique Property Management |
950 S Coast Dr, Costa Mesa, CA 92626 |
|
71484xxxx0 |
upm@u*************.com |
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| Reliant Account Management |
1900 Quail St, Newport Beach, CA 92660 |
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94985xxxx4 |
bra**@r***********.com |
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| Gary’s Hsu CPA Cfp |
172 N Tustin St Ste 101 Orange, CA 92867 |
|
71499xxxx1 |
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5 |
1 |
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| Tina Chou - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
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| Affinity Investment Advisors |
18191 Von Karman Ave Ste 420, Irvine, CA 92612 |
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94966xxxx3 |
ale*******@a*****************.com |
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| Robert Breen - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
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94966xxxx8 |
and*****************@f*******.com |
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61 |
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| Financial Solutions Group |
772 W Town And Country Rd Orange, CA 92868 |
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71456xxxx0 |
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| Business Investment |
222 Fashion Ln Ste 114 Tustin, CA 92780 |
|
71473xxxx0 |
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| Whittier Trust |
4695 Macarthur Ct, Newport Beach, CA 92660 |
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71454xxxx0 |
bfi****@w************.com |
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| Kremer Co |
260 Newport Center Dr, Newport Beach, CA 92660 |
|
94975xxxx2 |
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| Securities America Inc |
2543 E Denise Ave, Orange, CA 92867 |
|
71499xxxx6 |
aad********@s****************.com |
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| Pacific Financial Plaza |
880 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
jan*****@i******************.com |
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1307 |
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| Investment Brokerage |
2721 E Coast Hwy, Corona Del Mar, CA 92625 |
|
94956xxxx1 |
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| Belarte Real Estate |
11770 Warner Ave Ste 113, Fountain Valley, CA 92708 |
|
71448xxxx4 |
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| C F G Investments |
17220 Newhope St Ste 224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
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| Professional Equities Inc |
23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653 |
|
94995xxxx7 |
907*************************************@w*****************.com |
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| Hsu Investment Company |
1491 Santa Fe Dr, Tustin, CA 92780 |
|
71425xxxx8 |
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| Edward Jones - Financial Advisor: Jade Berniard |
17822 17th St Ste 405, Tustin, CA 92780 |
|
71483xxxx6 |
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| Blue Chip Macro |
729 Montana Ave Ste 7 Santa Monica, CA 90403 |
|
80091xxxx7 |
car****@b************.com |
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| Firehorse Enterprise |
25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630 |
|
95170xxxx3 |
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| Viking International Investment Real Estate Financial Services |
4570 Campus Dr Ste 35, Newport Beach, CA 92660 |
|
94925xxxx0 |
abr****@v***********.com |
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351 |
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355 |
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| US Credit Collection Agency |
9891 Irvine Center Dr, Irvine, CA 92618 |
|
94924xxxx9 |
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| Farther Advisors - Financial Planner Orange County |
742 E Chapman Ave, Orange, CA 92866 |
|
71441xxxx1 |
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5 |
14 |
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| Bridgeport Investment |
14841 Yorba St Ste 205 Tustin, CA 92780 |
|
71450xxxx5 |
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| Triad Investment Management |
1301 Dove St Ste 330, Newport Beach, CA 92660 |
|
94985xxxx2 |
con****@t******.com |
3.7 |
3 |
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| Capstone Lending Corp |
6061 Dale St, Buena Park, CA 90621 |
|
71452xxxx1 |
but**@c**************.com |
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76 |
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79 |
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| Edward Jones - Financial Advisor: Stephen Roh |
18200 Von Karman Ave Ste 560, Irvine, CA 92612 |
|
94975xxxx3 |
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| Wellesley Advisors |
43 Middleton Irvine, CA 92620 |
|
71454xxxx4 |
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| TIAA Financial Services |
19200 Von Karman Ave 4th Fl, Irvine, CA 92612 |
|
87720xxxx0 |
acc******************@t***.org |
3 |
2 |
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90938 |
529 |
91000 |
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| Richey Advisors |
110 E Wilshire Ave, Fullerton, CA 92832 |
|
71444xxxx6 |
inf*@r****.com |
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28 |
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| California Commercial Real Estate Services |
1800 Quail St, Newport Beach, CA 92660 |
|
94979xxxx0 |
ada***@c******.org |
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| Edward Jones |
12341 Newport Ave Suite B-100, Santa Ana, CA 92705 |
|
71483xxxx0 |
a.j*********@e**********.com |
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15 |
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| Edward Jones |
1401 N Tustin Ave Ste 135 Santa Ana, CA 92705 |
|
71454xxxx2 |
a.j*********@e**********.com |
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87592 |
|
100000 |
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| Dover Management |
1530 S Harbor Blvd, La Habra, CA 90631 |
|
71452xxxx4 |
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| OC Signature Properties |
2901 E Katella Ave Ste D, Orange, CA 92867 |
|
71477xxxx2 |
amo*******@s********.net |
4.2 |
24 |
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5 |
2 |
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| Roman Risk & Insurance Services |
8707 Research Dr, Irvine, CA 92618 |
|
94968xxxx2 |
inf*@i*****.com |
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94 |
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| Allstate Personal Financial Representative: Eddie Millan |
117 S Harbor Blvd, Santa Ana, CA 92704 |
|
62648xxxx9 |
a****00@a*******.com |
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| Doug Jones Associates |
26477 Rancho Pkwy S, Lake Forest, CA 92630 |
|
94969xxxx0 |
acc*******@j*************.com |
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| Sun Capital Management |
5 Park Plz, Irvine, CA 92614 |
|
94922xxxx8 |
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| Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™ |
15061 Springdale St Ste 106, Huntington Beach, CA 92649 |
|
71489xxxx2 |
a.j*********@e**********.com |
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11 |
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| Wealth Management Services Inc |
12676 Hoover St, Garden Grove, CA 92841 |
|
71479xxxx9 |
inf*@w****.com |
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| Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
ado********@a***.com |
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295 |
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296 |
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| Mka Capital Group Advisors |
1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660 |
|
94972xxxx0 |
adm**@m*****.com |
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| Optima Asset Management Service Inc |
14241 Firestone Blvd, La Mirada, CA 90638 |
|
56240xxxx7 |
*nn*@o**********.com |
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| Money Managers Inc. Financial Advisor |
438 E Katella Ave, Orange, CA 92867 |
|
71488xxxx0 |
b.p@o**************.com |
5 |
1 |
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| Edward Jones |
3 Pointe Dr Ste 207, Brea, CA 92821 |
|
71467xxxx5 |
a.j*********@e**********.com |
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|
87630 |
|
100000 |
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| Morgan Stanley Wealth Management |
650 Town Center Dr Ste 100, Costa Mesa, CA 92626 |
|
71495xxxx0 |
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| Merit Wealth Management - Ameriprise Financial Services |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx8 |
chr***************@a***.com |
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221 |
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| Jackson Financial Management |
151 Kalmus Dr, Costa Mesa, CA 92626 |
|
71443xxxx0 |
cro****@j******.com |
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| Edward Jones - Financial Advisor: Nailah Khan |
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 |
|
56243xxxx6 |
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| Howell & Associates, LLP |
2400 Newport Blvd, Costa Mesa, CA 92627 |
|
71498xxxx3 |
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| Dilday & Associates |
6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803 |
|
56259xxxx5 |
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| Mercapital |
10900 183rd St, Cerritos, CA 90703 |
|
56240xxxx0 |
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| Edward Jones - Financial Advisor: Wilbur M Salazar |
12792 Valley View St Ste F, Garden Grove, CA 92845 |
|
71489xxxx0 |
a.j*********@e**********.com |
|
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|
87385 |
|
100000 |
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| Waddell & Reed |
1 Pointe Dr Ste 210, Brea, CA 92821 |
|
71425xxxx8 |
aam***@w******.com |
|
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|
20098 |
232 |
21000 |
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| Camp Carl Cfp |
1021 W Bastanchury Rd Ste 120 Fullerton, CA 92833 |
|
71473xxxx0 |
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| Merrill Lynch Wealth Management |
145 S State College Blvd Ste 300/350, Brea, CA 92821 |
|
71425xxxx0 |
ban********************@m*.com |
4.5 |
2 |
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| Jerris Wealth Management Group, Inc. |
5 Corporate Park, Irvine, CA 92606 |
|
94986xxxx7 |
|
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| Tiki Investment Group |
311 W Cerritos Ave, Anaheim, CA 92805 |
|
71422xxxx2 |
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| National Planning Corporation |
3230 E Imperial Hwy Ste 110, Brea, CA 92821 |
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71499xxxx0 |
hmc********@s***************.com |
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| Olson Management |
4000 Westerly Pl Ste 245, Newport Beach, CA 92660 |
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94947xxxx1 |
aad********@s****************.com |
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| Investment Concepts |
1667 Lincoln Ave, Orange, CA 92865 |
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71428xxxx0 |
aly*****@i***********.com |
1.7 |
39 |
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| The Chartist Inc |
5122 Katella Ave Ste 200, Los Alamitos, CA 90720 |
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56259xxxx5 |
con******@t**********.com |
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| Benefit Funding Retirement |
138 S Imperial Hwy, Anaheim, CA 92807 |
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71492xxxx5 |
ade*********@b*******************.com |
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| RCP Advisors |
620 Newport Center Dr, Newport Beach, CA 92660 |
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94921xxxx0 |
a.j*********@e**********.com |
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| Mosley Wealth Management |
2401 E Katella Ave #270, Anaheim, CA 92806 |
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71442xxxx8 |
inf*@m*********************.com |
4.9 |
22 |
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| Mitchel, Smith & Associates |
250 El Camino Real Ste 200 Tustin, CA 92780 |
|
71473xxxx9 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Stephanie Bartels |
2540 Main St, Irvine, CA 92614 |
|
94986xxxx6 |
a.j*********@e**********.com |
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87358 |
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99000 |
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| American Capital Aquisitions |
600 Anton Blvd, Costa Mesa, CA 92626 |
|
71498xxxx2 |
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| Jeff Gielau, ChFC, Retirement Planning |
2582 N Santiago Blvd suite a, Orange, CA 92867 |
|
71499xxxx3 |
jag*@f***********************.com |
5 |
4 |
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64 |
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| Edward Jones - Financial Advisor: Hai B Phan |
18426 Brookhurst St Ste 206, Fountain Valley, CA 92708 |
|
71496xxxx0 |
a.j*********@e**********.com |
4 |
2 |
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87384 |
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100000 |
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| Adam MacDonald |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94962xxxx4 |
add********@f************.com |
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| Right Now Management |
1442 E Lincoln Ave, Orange, CA 92865 |
|
65754xxxx1 |
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| Steven R Earley Financial Services |
Tustin, CA 92780 |
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5 |
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| Stifel | Ron Witter |
520 Newport Center Dr Ste 1500, Newport Beach, CA 92660 |
|
94925xxxx9 |
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| Accredited Investment Management |
2030 Main St Ste 1300, Irvine, CA 92614 |
|
94967xxxx5 |
abh***********@k***.com |
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| Elkoll Investment Co.,Inc |
1120 Bristol St, Costa Mesa, CA 92626 |
|
71442xxxx8 |
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| Abi Ltd |
23276 S Pointe Dr, Laguna Hills, CA 92653 |
|
94985xxxx6 |
cin**@a******.com |
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| Bolsa Personal Financial Investments |
4050 W Metropolitan Dr Suite 150, Orange, CA 92868 |
|
21390xxxx8 |
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| Gregory Zappas |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx4 |
aos*****@f************.com |
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| Crystal De La Mora - PHP Agency |
18321 Ventura Blvd Stre 200 Los Angeles, CA 91356 |
|
81867xxxx0 |
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| Jynormus LLC |
19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 |
|
94943xxxx2 |
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| Advanced Financial Strategies Inc |
5 Hubble, Irvine, CA 92618 |
|
94945xxxx0 |
pie***@**w.afsplanning |
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| Raymond James Financial Services |
4501 Cerritos Ave, Cypress, CA 90630 |
|
56252xxxx0 |
aar************@r***********.com |
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17355 |
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| Occhino & Associates |
17220 Newhope St Ste 216, Fountain Valley, CA 92708 |
|
71470xxxx0 |
aar************@r***********.com |
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| Astrum Realty |
5042 Wilshire Blvd Ste 33668 Los Angeles, CA 90036 |
|
53072xxxx6 |
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| Mission Capital Advisors |
23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 |
|
88865xxxx7 |
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| Ellis Advisory Group |
14841 Yorba St Ste 101 Tustin, CA 92780 |
|
71454xxxx2 |
ell***************@c*******.com |
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| The Abby Co |
12447 Lewis, Garden Grove, CA 92840 |
|
71459xxxx9 |
ab@t*********.com |
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| TD Ameritrade |
6636 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
80066xxxx0 |
aam***********@t***********.com |
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393051 |
|
400000 |
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| Joe Christiansen - Berkshire Hathaway HomeServices |
18600 MacArthur Blvd Ste 150 Irvine, CA 92612 |
|
94963xxxx4 |
inf*@b*************.com |
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5 |
2 |
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10862 |
238 |
11000 |
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| Silversage Advisors |
19200 Von Karman Ave Ste 500, Irvine, CA 92612 |
|
94922xxxx5 |
dsa***@s*****************.com |
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| Investment Property Group |
4770 Campus Dr Ste 220, Newport Beach, CA 92660 |
|
94986xxxx4 |
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| Accurate & Confidential Tax Service |
2140 W Chapman Ave Ste 112 Orange, CA 92868 |
|
71436xxxx8 |
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5 |
1 |
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| Edward Jones - Financial Advisor: Angela Hyun |
4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887 |
|
71477xxxx6 |
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| iAsset Property Management |
9801 Irvine Center Dr, Irvine, CA 92618 |
|
94939xxxx1 |
con********@i*********.com |
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| Back Bay Investment Group |
3857 Birch St Ste 195, Newport Beach, CA 92660 |
|
91949xxxx6 |
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| JMB Financial Managers |
6 Hutton Centre Dr, Santa Ana, CA 92707 |
|
94925xxxx4 |
jac********@c*************.com |
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| OC Wealth Coach |
17742 Irvine Blvd Ste 200 Tustin, CA 92780 |
|
71483xxxx3 |
tre**@o************.com |
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5 |
2 |
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| Burke Investment Company |
28 Hammond, Irvine, CA 92618 |
|
94958xxxx3 |
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| Economic Investments Partners |
2700 N Main St Santa Ana, CA 92705 |
|
94977xxxx0 |
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| SD TAX SERVICE |
18000 Studebaker Rd #700, Cerritos, CA 90703 |
|
56246xxxx7 |
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| Edward Jones - Financial Advisor: Bill Murray |
259 S Randolph Ave Ste 100, Brea, CA 92821 |
|
71452xxxx8 |
a.j*********@e**********.com |
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|
480 |
|
483 |
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| Rowe, Richard B, PHD |
2120 Main St, Huntington Beach, CA 92648 |
|
71496xxxx2 |
aad********@s****************.com |
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| Darany Michael A |
17802 Irvine Blvd, Tustin, CA 92780 |
|
71483xxxx0 |
jls@m*******.com |
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| Securities America Advisors-Ken Mascari |
22954 El Toro Rd, Lake Forest, CA 92630 |
|
94945xxxx0 |
aad********@s****************.com |
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| Thomas Kreidt - Financial Advisor, Ameriprise Financial Services |
2600 Michelson Dr Ste 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| Excellence Real Estate Loans |
14625 Whittier Blvd, Whittier, CA 90605 |
|
56256xxxx3 |
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| Jason Niles Burch - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
42434xxxx8 |
dns*****@a***.com |
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| The Affordable Housing Trust |
3101 W Sunflower Ave, Santa Ana, CA 92799 |
|
71447xxxx9 |
inf*@u***.com |
3.7 |
167 |
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| Allstate Personal Financial Representative: Matt Oelschlager |
10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720 |
|
94939xxxx2 |
a****00@a*******.com |
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| Brian Friestman - Financial Advisor, Ameriprise Financial Services |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx7 |
bri************@a***.com |
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| Reo World Inc |
19 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94947xxxx0 |
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| Principal Financial Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94947xxxx0 |
a.s****@p********.com |
|
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|
68212 |
230 |
70000 |
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| Edward Jones |
6378 E Santa Ana Canyon Rd, Anaheim, CA 92807 |
|
71468xxxx1 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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| Ambassador Wealth Management, LLC |
5101 E La Palma Ave Ste 100b, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
|
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240 |
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236 |
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| Josh Yocam |
2677 N Main St Fl 10 Morgan Stanley Wealth Management Santa Ana, CA 92705 |
|
71464xxxx8 |
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| Financial Advisors Network |
1432 Edinger Ave Ste 200, Tustin, CA 92780 |
|
71459xxxx0 |
doe*****@f***********************.net |
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178 |
6 |
213 |
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| Winn Financial Management |
17150 Newhope St Ste 215, Fountain Valley, CA 92708 |
|
71488xxxx6 |
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| Arenite Advisory |
17822 E 17th St Ste 212 Tustin, CA 92780 |
|
86633xxxx3 |
hel**@a**************.com |
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66 |
22 |
65 |
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| Klein Financial Advisors |
4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660 |
|
94947xxxx0 |
geo***@g*******.com |
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225 |
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| RAI Wealth Management |
110 E Wilshire Ave Ste 307 Fullerton, CA 92832 |
|
71444xxxx6 |
gt@r****.com |
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| Integrity Wealth Management & Insurance Services |
6101 Ball Rd Ste 205, Cypress, CA 90630 |
|
71494xxxx5 |
mil**@i****.com |
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| Ober Financial Services |
2019 W Orangewood Ave, Orange, CA 92868 |
|
71477xxxx0 |
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| Doug Bailey-RBC Wealth Management Branch Director |
6700 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
56279xxxx4 |
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| Acorns Grow Inc |
5300 California Ave Bldg 1, Irvine, CA 92617 |
|
85573xxxx9 |
cop******@a*****.com |
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| Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ |
101 Main St Ste D, Seal Beach, CA 90740 |
|
56279xxxx9 |
a.j*********@e**********.com |
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177 |
3 |
182 |
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| Richland Communities |
3161 Michelson Dr, Irvine, CA 92612 |
|
94926xxxx0 |
bco****@r******************.com |
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| Little David Cfp-Eclectic Associates |
1021 W Bastanchury Rd Ste 120 Fullerton, CA 92833 |
|
71473xxxx0 |
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| Ayloush Enterprises |
747 W Katella Ave Ste 206 Orange, CA 92867 |
|
71453xxxx8 |
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| JBG Wealth Management |
2300 E Katella Ave Anaheim, CA 92806 |
|
71491xxxx9 |
jac**********@j****.com |
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| Keep It Simple Financial Planning |
333 City Dr Ste 1700 Orange, CA 92868 |
|
87741xxxx2 |
con****@k********************.com |
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5 |
9 |
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2528 |
5 |
3800 |
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| Quest Capital Investments |
16480 Harbor Blvd Fountain Valley, CA 92708 |
|
71477xxxx0 |
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| Claremont Financial Group Inc |
245 Fischer Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
dan@c*****************.com |
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| Udm Capital Partners |
3633 W Macarthur Blvd, Santa Ana, CA 92704 |
|
94922xxxx0 |
inf*@e**********.com |
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| McReynolds & Pel Tax and Financial Services |
2565 E Chapman Ave Ste 217 Fullerton, CA 92831 |
|
71452xxxx8 |
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| Edward Jones - Financial Advisor: Craig E Shipcott, AAMS™ |
790 The City Dr S Ste 430, Orange, CA 92868 |
|
71463xxxx1 |
a.j*********@e**********.com |
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30 |
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| Honari, Pedram |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx7 |
ale*********@m*.com |
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| Portfoliorx |
2082 Michelson Dr, Irvine, CA 92612 |
|
94944xxxx7 |
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| B B Graham & Co |
1700 W Katella Ave, Orange, CA 92867 |
|
71462xxxx0 |
bca****@b*******.com |
1 |
1 |
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| Edward Jones - Financial Advisor: Christian A Nitu |
2223 E Wellington Ave Ste 310 Santa Ana, CA 92701 |
|
71454xxxx2 |
a.j*********@e**********.com |
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| Bottomline Realty & Investment |
438 E Katella Ave, Orange, CA 92867 |
|
94964xxxx3 |
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| Michael Schmitt - Financial Advisor, Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx9 |
bri***********@a***.com |
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16 |
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16 |
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| Wyper Wealth Management |
17671 Irvine Blvd Suite 115, Tustin, CA 92780 |
|
71479xxxx1 |
jos***@w********************.com |
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| Newport Coast Capital Management |
5000 Birch St Ste 3000, Newport Beach, CA 92660 |
|
94933xxxx6 |
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| Dcp |
701 S Raymond Ave Fullerton, CA 92831 |
|
71422xxxx5 |
|
5 |
1 |
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| MiklosCPA |
355 S Grand Ave Ste 2450 Los Angeles, CA 90071 |
|
21328xxxx2 |
b@m********.com |
5 |
18 |
5 |
8 |
4.8 |
9 |
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94 |
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| Edward Jones - Financial Advisor: Dylan R Aschoff |
17528 Yorba Linda Blvd Yorba Linda, CA 92886 |
|
71457xxxx7 |
acc**********@e**********.com |
|
18 |
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| Edward Jones - Financial Advisor: James Hass |
7510 E Chapman Ave Ste B Orange, CA 92869 |
|
71463xxxx5 |
a.j*********@e**********.com |
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| Towneley Capital Management Inc |
23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653 |
|
94983xxxx0 |
car***@t*******.com |
5 |
2 |
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| Jnyau Investments |
Garden Grove, CA 92843 |
|
71484xxxx6 |
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| Pinecreek Investment Co |
5000 Birch St, Newport Beach, CA 92660 |
|
94947xxxx0 |
aac******@p***************.net |
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| Lufon Investments |
910 W 17th St Santa Ana, CA 92706 |
|
71483xxxx6 |
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| Theresa Allen |
3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 |
|
94925xxxx5 |
acc************@f************.com |
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| Edward Jones |
7755 Center Ave, Huntington Beach, CA 92647 |
|
71490xxxx6 |
a.j*********@e**********.com |
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|
85136 |
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| Marino Investment Company |
3636 Birch St, Newport Beach, CA 92660 |
|
94997xxxx2 |
eri*@m****************.com |
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| Edward Jones - Financial Advisor: Lucy E Walther, CFP® |
4100 Newport Place Dr Ste 190, Newport Beach, CA 92660 |
|
94925xxxx0 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| The Investment & Money Management Group |
2522 Chambers Rd, Tustin, CA 92780 |
|
71457xxxx8 |
aad********@s****************.com |
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| Daikovich Financial Services |
7453 La Palma Ave, Buena Park, CA 90620 |
|
71452xxxx0 |
ver***********@l**.com |
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| Equity Office Mngn |
16775 Von Karman Ave, Irvine, CA 92606 |
|
94968xxxx4 |
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| K D Development Co |
11552 Markon Dr, Garden Grove, CA 92841 |
|
71423xxxx2 |
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| Edward Jones - Financial Advisor: Rachael E. Yohai |
311 Main St Ste 15, Seal Beach, CA 90740 |
|
56259xxxx0 |
a.j*********@e**********.com |
|
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36 |
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| Cooper McManus Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
61255xxxx5 |
aco****@c************.com |
5 |
2 |
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| Granite Investment Group |
2 Park Plz Ste 800, Irvine, CA 92614 |
|
94947xxxx0 |
abo*****@g****************.com |
5 |
1 |
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| The Institute for Investment Management Consultants |
4600 Campus Dr Ste 102, Newport Beach, CA 92660 |
|
94925xxxx2 |
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| Family First Life Insurance Agency |
17632 Irvine Blvd UNIT 130 Tustin, CA 92780 |
|
71470xxxx9 |
|
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| Primior Management |
620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660 |
|
94952xxxx7 |
adv*****@p******.com |
|
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5 |
1 |
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|
982 |
|
1000 |
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| Ihl Inc |
1340 W Lambert Rd, La Habra, CA 90631 |
|
56269xxxx0 |
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| Richmont Investment Property Services |
105 W Lemon Ave, Monrovia, CA 91016 |
|
62693xxxx3 |
|
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5 |
2 |
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| Cole & Company Wealth Management, Inc |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
dar**@d********.com |
5 |
1 |
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| Orange County Associates |
250 N Golden Circle Dr, Santa Ana, CA 92705 |
|
71497xxxx3 |
d.s*****@o*********************.com |
|
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| Enriquez Financial Services |
1063 N Glassell St Ste 12 Orange, CA 92867 |
|
65722xxxx8 |
|
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| 20 20 Financial Advisers |
575 Anton Blvd Ste 150, Costa Mesa, CA 92626 |
|
71443xxxx9 |
ast*******@2*****.com |
|
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