Business List: Investment Management Firms in Garden Grove, CA, United States

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Edward Jones - Financial Advisor: Teddy Squilanti 950 S Coast Dr Ste 240, Costa Mesa, CA 92626
71454xxxx1 a.j*********@e**********.com 5
Mortgage Vintage, Inc. 260 Newport Center Dr, Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com
Equity Investments Group 16331 Gothard St Huntington Beach, CA 92647 71484xxxx1 1 1
SMC Wealth Management 1509 N El Camino Real Ste. 7, San Clemente, CA 92672
94930xxxx0 lar**@s******************.com
Boatright Capital Management 1420 E Chapman Ave, Orange, CA 92866
71470xxxx5 bre*****@f*********.com
Jorey Bernstein Private Wealth Management 660 Newport Center Dr Suite 470, Newport Beach, CA 92660 31096xxxx9 jor**@b*****************************.com 5 3
Woodson Wealth Management San Diego, CA 92130
85892xxxx0 adm**@w********.com 3 2 188 57
Ranchharbor 1201 Dove St, Newport Beach, CA 92660
94922xxxx0 inf*@r**********.com
Doug Bailey - RBC Wealth Management Branch Director 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
Cardinal Capital Investments 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx5
Edward Jones - Financial Advisor: Sam Valero Jr 3532 Howard Ave Ste 103, Los Alamitos, CA 90720
56249xxxx3 a.j*********@e**********.com 178 182
OC Management LLC Property Management Services 631 S Brookhurst St # 206, Anaheim, CA 92804
71458xxxx3 inf*@o**************.com 5 20 5 5 7
PMI Beachside 7222 Edinger Ave Ste 200, Huntington Beach, CA 92647
71491xxxx0 aar**@p********************.com 39606 129 39000
Mont Pelerin 660 Newport Center Dr, Newport Beach, CA 92660 94970xxxx7
Ulivi Wealth Management 369 S Glassell St, Orange, CA 92866
71477xxxx0 and***@a********************.com
Dinh Investments 15058 Moran St Westminster, CA 92683 71489xxxx8
Tidalwave Finance Corporation 1528 Brookhollow Ste 400 Santa Ana, CA 92705
71466xxxx0 ana**@t***************.com 1.3 22
Signature Resources Capital Mangement 16755 Von Karman Ave, Irvine, CA 92606 94926xxxx6 ale**@s***********.com
Investments 5011 Argosy Ave Huntington Beach, CA 92649 71489xxxx2
AB Capital 15 Corporate Plaza Dr, Newport Beach, CA 92660
94949xxxx0
OTA Real Estate 17780 Fitch Ste 107 Irvine, CA 92614
94965xxxx5 dom****@h**********.com 4 1
Pelorus Equity Group 124 Tustin Ave Suite 200, Newport Beach, CA 92663
94972xxxx3 inf*@p********.com
Regal Wealth Group - Fee Only Investment Advisor 12501 Seal Beach Blvd #280, Seal Beach, CA 90740 56279xxxx9
California Title Loans 2102 Business Center Dr Ste 130, Irvine, CA 92612
85533xxxx1 sup****@c*******************.org 5 7
Catalina Group 500 Newport Center Dr, Newport Beach, CA 92660
94970xxxx2
D & S Investments 3751 S Harbor Blvd, Santa Ana, CA 92704 71443xxxx0
Fisher’s Financial 1100 Town And Country Rd Ste 1250 Orange, CA 92868
71460xxxx3 fis***************@w**********.com 5 1 587293 46
California Financial & Real Estate Center 16531 Bolsa Chica St, Huntington Beach, CA 92649 71484xxxx2
Sunpath Financial 100 Bayview Circle Ste 100 Newport Beach, CA 92660
94967xxxx8 525*************************************@w*****************.com 5 12
Perlmutter Investment Co 512 Harbor Island Dr, Newport Beach, CA 92660 94942xxxx5
The Householder Group 4401 Atlantic Ave Ste 200, Long Beach, CA 90807
56298xxxx0 ako***@h***************.com
Merrill Lynch Wealth Management 650 Town Center Dr Ste 500, Costa Mesa, CA 92626
71442xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: John Thomas Patton 940 S Coast Dr Ste 250, Costa Mesa, CA 92626 71448xxxx9
Luminate Wealth Management and Insurance Services 18575 Jamboree Rd #400, Irvine, CA 92612
94962xxxx7 ang**************@n*.com 5 3
Global Trends Investments 2010 Main St, Irvine, CA 92614
94979xxxx0 anh@c*********************.com
Rudolph Dewey Investments 16531 Bolsa Chica St, Huntington Beach, CA 92649 71437xxxx2
Cochran Investment Company 2512 Chambers Rd, Tustin, CA 92780
71473xxxx0 kel********@c****************.com
Majestic Financial Group 500 N State College Blvd Suite #1100, Orange, CA 92868 71442xxxx9
Sage Point Financial 10061 Talbert Ave, Fountain Valley, CA 92708
71496xxxx0 dom****@a***********.com
Edward Jones - Financial Advisor: Jo Cinnamon 62 Orchard, Irvine, CA 92618 97180xxxx7
Alida Labiosa Century 21 Allstars Anaheim, CA 92802 71485xxxx0
Daniel Cucuiat - Signature Resources 2601 Main St Ste 700, Irvine, CA 92614
94979xxxx4 inf*@s****.com 84 96
TSG Wealth Management - Long Beach 6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803
56241xxxx0 all************@t****.com 5 1 229
Bjr Capital Holdings 2301 Dupont Dr, Irvine, CA 92612 94930xxxx7
Eliberto Casillas Morales Anaheim, CA 92802 41564xxxx6 5 1
Kensington Investment Counsel 444 W Ocean Blvd, Long Beach, CA 90802
56298xxxx7 ada*@k***********.com
Gibson Realty INC. 6056 Lincoln Ave. Suite B, Cypress, CA 90630
71482xxxx0 tam**********@y****.com 5 2
Pathway Capital Management 18575 Jamboree Rd, Irvine, CA 92612
94962xxxx0 ada***********@p*************.com
RBC Wealth Management Branch - Long Beach 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx2 wms**********@r**.com 12835 14000
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx5 cry************@a***.com 235 230 233
Daniel Pichardo CFP, CRPC - Bridge Financial Management 4343 Von Karman Ave Ste 250L Newport Beach, CA 92660
94922xxxx2 dpi******@m**************.com 5 17 5 21 209 208
MWJ Wealth Stategies LLC 7777 Center Ave, Huntington Beach, CA 92647 71489xxxx0 ali*********@l**.com
Edward Jones - Financial Advisor: Pete Peterson, RICP® 949 S Coast Dr Ste 180, Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 87384 100000
Doctors' Financial Management 630 S Glassell St, Orange, CA 92866 71477xxxx0
Courier Insurance Services 1 City Blvd Ste 800 Orange, CA 92868
71441xxxx4 40 1 1
TNL Car Title Loans 5345 E 2nd St Ste 1, Long Beach, CA 90803
56236xxxx2 3ce*************************************@w*****************.com
Woodco Investment Co Inc 3746 Campus Dr, Newport Beach, CA 92660 94975xxxx7
Morgan Stanley Wealth Management 8150 La Palma Ave, Buena Park, CA 90620
71482xxxx2 aar***********@m***********************.com
Lifebase Advisors Inc 2700 Newport Blvd, Newport Beach, CA 92663 94967xxxx3
Morgan By The Books Anaheim, CA 92804
83387xxxx4
Edward Jones - Financial Advisor: Randy Hawkins 311 Main St Ste 15, Seal Beach, CA 90740 56259xxxx0
Rgt Capital Management LTD 1 Park Plz Ste 950, Irvine, CA 92614
94995xxxx5 abl********@r*****.com
Dexter Ralph 12631 Imperial Hwy Ste A223, Santa Fe Springs, CA 90670 56286xxxx1
Pacific Investment Management Co Llc 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com 4.2 17
Primior Asset Management 750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765
86646xxxx6 adv*****@p******.com 4 21 4.9 31 983 1000
Maureen Flanagan 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx0 add********@f************.com 90275 115000
Andorra Investment Management 5941 E Naples Plz, Long Beach, CA 90803
56243xxxx0 and****@a******.com 29
Hunt Enterprises Investment 15811 Pasadena Ave, Tustin, CA 92780 71454xxxx4
Pathway Capital Management 18101 Von Karman Ave Ste 330, Irvine, CA 92612 94962xxxx0
JMB Financial Managers 6 Hutton Centre Dr # 1280, Santa Ana, CA 92707
94925xxxx4 inf*@j*********.com
Sagemark Consulting 18400 Von Karman Ave Ste 400 Irvine, CA 92612
94966xxxx1 5 1
Securities America 18300 Von Karman Ave Ste 400, Irvine, CA 92612
94947xxxx1 aad********@s****************.com
First Republic Bank 2800 E Coast Hwy, Corona Del Mar, CA 92625
94972xxxx8 aa@f************.com 3 4
LImon’s Investments Anaheim, CA 92804 71462xxxx6
Sterling Bank & Trust 4250 Barranca Pkwy Ste 5 Irvine, CA 92604
94955xxxx2 abc***@s***********.com 308
Financial Advisors Network, Inc 1432 Edinger Ave Ste 200 Tustin, CA 92780
71459xxxx0 bri**@f*****.com 5 2 146 6 173
Realty Executives Producers 50 S Anaheim Blvd Ste 92, Anaheim, CA 92805
71455xxxx8 abc***@r***************.com
Heritage Financial, Ara Malazian, CFP 505 N Tustin Ave Ste 267 Santa Ana, CA 92705
94970xxxx2 fin********************@c*************.com
Tim Woodall 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 add********@f************.com
Duckworth & Mehner 3189 Pullman St, Costa Mesa, CA 92626 71443xxxx0
Growth Management Company 1775 E Lincoln Ave Ste 201, Anaheim, CA 92805 71425xxxx0
Edward Jones - Financial Advisor: Anna Li 15739 Imperial Hwy, La Mirada, CA 90638
56294xxxx7 a.j*********@e**********.com 85136
Manulife Asset Management 18301 Von Karman Ave, Irvine, CA 92612
80024xxxx2 aar********@m*******.com 171826 171000
Vanguard Property Group 321 N Rampart St, Orange, CA 92868
71444xxxx0 abi*****@v***************.com 4 12 176 7 174
Edward Jones - Financial Advisor: Monica G Schick 4195 N Viking Way Ste 110, Long Beach, CA 90808 56242xxxx8
Barbara Stowell - IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71496xxxx0 ahe*******@i**********.com 5 5 2
Financial Counseling Resources 4281 Katella Ave Ste 221 Los Alamitos, CA 90720 71423xxxx0
JJ Global Investment 9192 Garden Grove Blvd ste b, Garden Grove, CA 92844
71482xxxx3 5 3
Kost, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx9 rbc*********@r**.com 80 8 83
Suzanne Linn, CPA 801 E Chapman Ave Ste 109, Fullerton, CA 92831
71429xxxx5 ebe*@e*******.com
Avina Financial Group 17138 Bellflower Blvd Ste 201 Bellflower, CA 90706
56246xxxx3 cal**@a******************.com 3 5 1 47 2 50
Peters Investment Management Npb Fin Gp 4332 Cerritos Ave, Los Alamitos, CA 90720
71482xxxx0 nat***********@y****.com
Edward Jones - Financial Advisor: Paolo Quiroga 17777 Center Court Dr Ste 225 Cerritos, CA 90703
56280xxxx0 a.j*********@e**********.com 5 1 85462 94000
Schwartz Newport Beach Wealth Management of Impact Wealth Management 120 Newport Center Dr, Newport Beach, CA 92660
94943xxxx4
Securities America INC 834 E 4th St Unit 12, Long Beach, CA 90802 71496xxxx0
Vusa Trade Company, LLC 2674 W Lincoln Ave, Anaheim, CA 92801
71436xxxx5 vus******@g****.com 5 1
Edward Jones - Financial Advisor: Ryan C Schwartz 229 E Commonwealth Ave, Fullerton, CA 92832
71444xxxx8 a.j*********@e**********.com 85136
Sidoxia Capital Management, LLC 2901 W Coast Hwy Ste 200 Newport Beach, CA 92663
94925xxxx2 a.n*******@s******.com 247
Professional Practice Sales 18410 Irvine Blvd, Tustin, CA 92780
71483xxxx0
Darren Chung 18000 Studebaker Rd, Cerritos, CA 90703 62621xxxx2
QUAD ENTERPRISES LLC 1048 Irvine Ave Ste 196, Newport Beach, CA 92660 94946xxxx2
Newcap Partners Inc 2082 Michelson Dr, Irvine, CA 92612
94966xxxx9 bua**@n*****.com
Spectrum Asset Mangemet, Inc. 1301 Dove St Ste 970, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 166767 126 187000 1 1
Flash Back 11432 South St # 206, Cerritos, CA 90703
87829xxxx0 gra**********@g****.com
Warland Investment Co 6100 Gateway Dr, Cypress, CA 90630 71425xxxx5
A G Investments 121 W Whittier Blvd Ste 200, La Habra, CA 90631 56290xxxx9
Edward Jones - Financial Advisor: Charles Gustafson 3230 E Imperial Hwy, Ste 175 Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 5 9
Avantax Investment Services 800 S Harbor Blvd, Anaheim, CA 92805
94924xxxx2 day**@m*******.com
Edward Jones 13334 S St Cerritos, CA 90703
56280xxxx0 acc**********@e**********.com 5 1
JST Investment Consulting 12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740
56299xxxx8
Cardinal Point Wealth Management, LLC 19200 Von Karman Ave, Irvine, CA 92612
94991xxxx4 bra*****@c******************.com 452 469
Compak Asset Management 1801 Dove St, Newport Beach, CA 92660
94967xxxx0 bra*@c*****.com 3.7 3 35 2
Cherie A Jones - Financial Advisor, Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com
Raymond James Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
71496xxxx0 aar************@r***********.com 5 6 17482 18000
Coast Capital 3400 Irvine Ave Ste 205, Newport Beach, CA 92660 94922xxxx2
Gomberg McQuilkin Wealth Management Group 701 S Parker St, Orange, CA 92868
71449xxxx6 jod**@g**********************.com
Comprehensive Financial Services 18101 Von Karman Ave, Irvine, CA 92612 94955xxxx1
Premium Capital Funding 1905 E 17th St Ste 226, Santa Ana, CA 92705 88884xxxx8
Crossroads Planning 765 City Dr S Ste 390 Orange, CA 92868
71479xxxx2 joh*******@c******************.com 4.9 123 270 68
Sagent Wealth Magagement 4675 Macarthur Ct, Newport Beach, CA 92660
94935xxxx0 d.j***@p********************.com 121 16
Royal Alliance Associates Inc 485 E 17th St Ste 350, Costa Mesa, CA 92627 94954xxxx2 aba*****@r************.com 2988 27 3500
Financial Strategies-Wealth Management Group 6 Hutton Centre Dr, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com
Leonid 16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649
56254xxxx5 inf*@l************.io
Optima Asset Management Services Inc 1600 Dove St Ste 480, Newport Beach, CA 92660
94985xxxx0 *nn*@o**********.com
Pacific Premier Bank 17901 Von Karman Ave Ste 1200, Irvine, CA 92614
94947xxxx5 aag*******@p***.com
Oppenheimer 620 Newport Center Dr Ste 1000, Newport Beach, CA 92660
94921xxxx0 ala***********@o***.com 610 164
JC Financial Planning & Investments LLC 445 Ultimo Ave, Long Beach, CA 90814
56274xxxx1 ale***@j***********.net
Compass Funding 2168 Walker Ln, Fullerton, CA 92833 21350xxxx9
Babson Capital Management Inc 800 Newport Center Dr Ste 750, Newport Beach, CA 92660
94971xxxx0 aad*****@b************.com
Goldberg, Ben 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx6 rbc*********@r**.com 12830
Capital Management Realty, Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 4.9 76 4.7 5 271 260 277
Centaurus Financial Inc 1820 W Orangewood Ave Ste 106, Orange, CA 92868 71494xxxx0 aar*******@c*****************.com 330 15
Independent Capital Management 695 Town Center Dr Ste 530, Costa Mesa, CA 92626
94945xxxx0 che***@j******.com
City National Bank - La Palma 1 Centerpointe Dr Ste 110 La Palma, CA 90623
71422xxxx0 aks*********@c**.com 3.5 13 5371 151 5900
Crimson Investment 171 South Anita Dr Ste 117 Orange, CA 92868 94973xxxx3
International Realty 1100 E Wardlow Rd, Long Beach, CA 90807
56242xxxx0 inf*@i*****.com 2.3 3
Edward Jones - Financial Advisor: Bruce C Branstine 2811 E Katella Ave Ste 200, Orange, CA 92867 71444xxxx8
Cadence Capital Management 610 Newport Center Dr Ste 1400, Newport Beach, CA 92660 94976xxxx0
Securities America Inc 18231 Irvine Blvd Ste 203, Tustin, CA 92780
71473xxxx0 aad********@s****************.com
Met West Capital 610 Newport Center Dr Ste 450, Newport Beach, CA 92660 94971xxxx1
Ameriprise Financial Advisors - Torres & Associates 2600 Michelson Dr Ste 1460 Irvine, CA 92612 94925xxxx0 4 2
Integrated Capitol Management 2082 Business Center Dr, Irvine, CA 92612 94947xxxx1
Spectrum Asset Management Inc 1301 Dove St #720, Newport Beach, CA 92660
94971xxxx0 ach***@m*********.com 5 1
Bentley Co 13658 Red Hill Ave, Tustin, CA 92780
71431xxxx6 aar*********@b************.com
Todd Halbrook 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx2 add********@f************.com
Tarnutzer Companies 1601 Dove St, Newport Beach, CA 92660
94995xxxx3 aca*******@k***.com
Edward Jones - Financial Advisor: Gregory Day 307 Marine Ave Ste 8 Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 5 1 35 3 35
Newport Asset Management 21222 Fern Cir, Huntington Beach, CA 92646
71433xxxx7 bry***@n*********************.com
Cardinal Investment Properties 1301 N Tustin Ave, Anaheim, CA 92807 71455xxxx4
Jae Yoo - Prudential Financial 9658 Garden Grove Blvd Ste 207, Garden Grove, Ca 92844
71463xxxx6 abc*******@p*********.com
Budc Capitol Holdings 5000 Birch St Ste 3000, Newport Beach, CA 92660 94947xxxx9
Edward Jones - Financial Advisor: Josephine Palacios 180 E Main St Ste 104, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 87384 100000
Emerald Wealth Management, Inc. 5000 Birch Street, Suite 3000, Newport Beach, CA 92660
80022xxxx7 jan*****@e****************.com 5 2
Noble Wealth Management 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
88827xxxx8 aj@n********************.com
Qd Property Management & Investment 1605 N Euclid St, Santa Ana, CA 92703 71453xxxx2
Edward Jones - Financial Advisor: Nate Forrest 377 E Chapman Ave, Ste 120 Placentia, CA 92870
71457xxxx6 a.j*********@e**********.com 5 1 86718 98000
Spectrum Administration 6802 Westminster Blvd Westminster, CA 92683 71489xxxx0
Tustin Centre Wealth Advisors 1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705
71440xxxx1 abe*********@w*****************.com
Edward Jones - Financial Advisor: Bryan L Green 17592 17th St Ste 110, Tustin, CA 92780
71454xxxx2 a.j*********@e**********.com 240
Thomas Seaman Co 1 Park Plz, Irvine, CA 92614
94922xxxx1 ali***@t***********.com
Vision Financial 222 Crater Lake Ct Suite 202, Fountain Valley, CA 92708 85568xxxx6
D M Smith Co 1940 W Orangewood Ave, Orange, CA 92868 71445xxxx7 1 1
Cfi 30 Corporate Park, Irvine, CA 92606
94929xxxx0 bet**@c*********************.com
Raymond James 3780 Kilroy Airport Way, Long Beach, CA 90806 56225xxxx2 aar************@r***********.com 17365 18000
Secura Financial Planning & Wealth Management 333 City Blvd W # 2050, Orange, CA 92868
71470xxxx6 cas**@s*******.com 27 3 30
Castillo Wolf Management 4050 Katella Ave Ste 104, Los Alamitos, CA 90720 56249xxxx3 tom*********@l**.com
Trimark Funding 5753 Santa Ana Canyon Rd Ste 617 Anaheim Hills, CA 92807
87769xxxx0 mar****************@g****.com 5 3
Valley View Investment Corp 17545 Monette Cir, Yorba Linda, CA 92886 71452xxxx8
Becker Wealth Management 19800 Macarthur Blvd Ste 300, Irvine, CA 92612
94972xxxx5 ste****@b************************.com
Spach & Associates - Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
88880xxxx1 dns*****@a***.com 34
Munifinancial 2401 E Katella Ave Anaheim, CA 92806 71494xxxx0
Voit Real Estate Services LP 2400 E Katella Ave, Anaheim, CA 92806
71497xxxx0 abl****@v*****.com
Raymond James Financial Services 1151 Dove St Ste 115, Newport Beach, CA 92660
94997xxxx5 aar************@r***********.com 17409 18000
Fell Capital Management Inc 1001 Dove St, Newport Beach, CA 92660
94947xxxx6 cap******@a***********.com 136
Randall Wealth Management Group 3780 Kilroy Airport Way #200, Long Beach, CA 90806
56255xxxx7 ran*******************@w**********.com 5 4
Pimco-Pacific Investment Management Company 650 Newport Ctr Dr Newport Beach, CA 92660
94964xxxx1 aam***********@p****.com 4.2 17 5 1
Edward Jones - Financial Advisor: Rene Costales, AAMS™ 19900 Beach Blvd Ste I, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com
Krona Financial Group 1851 E 1st St Ste 900, Santa Ana, CA 92705 71483xxxx1
Liang & Quinley Wealth Management 7700 Irvine Center Dr #540, Irvine, CA 92618
94974xxxx8 chr**********@l**.com 5 2
Charter West Financial Mgmt 4425 Jamboree Rd Ste 180, Newport Beach, CA 92660 94947xxxx8
Merrill Lynch Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 ale*********@m*.com 3 2
Financial Investors Group 1432 Edinger Ave, Tustin, CA 92780
71450xxxx3 bri**@f*****.com
Flagstar Bank 100 Bayview Cir, Newport Beach, CA 92660
94993xxxx9 a.d******@f*******.com
United Capital Financial 620 Newport Center Dr Ste 500, Newport Beach, CA 92660
94999xxxx0 abd****************@u*******.com
Martin Investment Company 1340 Ritchey St, Santa Ana, CA 92705 71456xxxx2
Edward Jones - Financial Advisor: Phil Gironda, AAMS™ 2134 Main St Ste 195, Huntington Beach, CA 92648
71496xxxx0 a.j*********@e**********.com 87384 100000
James Barr - Raymond James 17220 Newhope St, Fountain Valley, CA 92708
71470xxxx5 ral**********@r***********.com
Edward Jones - Financial Advisor: Greg Prough 5855 E Naples Plz Ste 100, Long Beach, CA 90803
56243xxxx1 a.j*********@e**********.com 87384 100000
Ambassador Wealth Management 5101 E La Palma Ave Ste 100B Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 5 2 234
Life Design Financial & Insurance Services 500 N State College Blvd Suite #1100, Orange, CA 92868
71473xxxx1 pri****************@n***********.net 5 23
Jermaine Jamison - Branch Manager, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx1 dan***********@a***.com
Real Property Management OC Metro 1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705 94961xxxx2
Corporate Pointe Investments 5 Corporate Park, Irvine, CA 92606
94944xxxx8 goc************@a**.com
Edward Jones - Financial Advisor: Daniel W Verdugo 1838 N Tustin St, Orange, CA 92865
71428xxxx5 a.j*********@e**********.com 87359 99000
Trustmark Bank 3070 Bristol St Ste 340, Costa Mesa, CA 92626 71470xxxx0
TNL Car Title Loans 1661 N Raymond Ave Ste 270, Anaheim, CA 92801
65722xxxx2 3ce*************************************@w*****************.com
Kairos Investment Management Co LLC 18101 Von Karman Ave #1100, Irvine, CA 92612
94970xxxx8 a@k***.com
Cleanup Credit History 1029 S Driftwood Dr Ste A Santa Ana, CA 92704 56267xxxx3
Tower Two Advisors 1550 S Sunkist St suite h, Anaheim, CA 92806
94991xxxx2 sja****@t*********.com 5 2 10
Allen, Theresa 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8 the**********@r**.com 12815
John Kristianson EA & Associates 5030 Katella Ave Ste 228 Los Alamitos, CA 90720
56243xxxx9 3 4
Edward Jones - Financial Advisor: Tammy McKennon 1501 Westcliff Dr Ste 307, Newport Beach, CA 92660
94961xxxx5 acc**********@e**********.com 87631 100000
DFS Capital Management 1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705
71450xxxx3 dch*****@d*******************.com
Rel Investment Co 79 Bradbury, Newport Beach, CA 92660 94939xxxx0
Managed Asset Protection Inc 20301 SW Acacia St Ste 250, Newport Beach, CA 92660 94926xxxx0 dgi*******@m***********.com
Fitzgerald, Dennis 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx8 den**************@r**.com 12830
Drew J. McFarland 3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660 94925xxxx3
New Market Wealth Management 695 Town Center Dr Ste 540, Costa Mesa, CA 92626 65790xxxx9
Zeiger Capital Management Inc 272 Electric Ave, Seal Beach, CA 90740
94975xxxx9 bso***@z*********.com
Golden State Wealth Management 201 Sandpointe Ave #460, Santa Ana, CA 92707
86627xxxx3 ash**********@t**************.com 4 4
Murdock Wealth Management 155 N Riverview Dr Ste 311, Anaheim, CA 92808
71476xxxx0 cmu*****@j********.com
Robin Simon Insurance & Financial Specialist 18732 Corby Ave Unit B Artesia, CA 90701
32340xxxx5 5 2
Pacific Investment Management Company 800 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com 4.2 17
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Jamie Yiang 951 Starbuck St, Fullerton, CA 92833
71431xxxx0 4.6 48
Keller Coad & Collins Investment Counsel Inc 18300 Von Karman Ave Ste 600, Irvine, CA 92612 94947xxxx0
Morgan Stanley Wealth Management 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx0 aal*******@m************.com 113321 3094 131000
Tabr Capital Management 500 N State College Blvd Ste 1320, Orange, CA 92868
71470xxxx0 bka*******@t***.net
Sidoxia Capital Management 7451 Latigo Dr, Huntington Beach, CA 92648
94925xxxx2 inf*@s******.com
Seamount Financial Group 738 E Chapman Ave, Orange, CA 92866
71451xxxx0 aar**@s****************.com
Pacific Investment Management Company 650 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 aam***********@p****.com
Fernandez Financial Advisory 5212 Katella Ave, Los Alamitos, CA 90720
56259xxxx4 dfe*******@f***********.com
Investlinc 13655 S Harbor Blvd, Anaheim, CA 92801 71468xxxx0
City National Bank - Anaheim 2401 East Katella Ave Ste 150 Anaheim, CA 92806
71470xxxx0 ava********@c**.com 4 9 3.5 13 5371 151 5900
The Precision Companies 7777 Center Ave Ste 450 Huntington Beach, CA 92647
80081xxxx8 chr************@t**************.com
PacificWest Asset Management 2952 W Ball Rd, Anaheim, CA 92804
71453xxxx7 ame****@p**********.cc
Edward Jones - Financial Advisor: Kent Arnold, CFP®|AAMS™ 5500 E Santa Ana Canyon Rd Ste 253, Anaheim, CA 92807
71468xxxx6 a.j*********@e**********.com 87630 100000
Rebel Asset Recovery 1008 W Ave M-14 Ste A Palmdale, CA 93551
84449xxxx9 con****@p*************.org
Edward Jones - Financial Advisor: A Michael Ciuffetelli 4250 Barranca Pkwy Ste C, Irvine, CA 92604
94973xxxx2 a.j*********@e**********.com 40 8 8
Leasco Investments 2755 Bristol St Ste 140, Costa Mesa, CA 92626
71455xxxx0 acc*******@l*****.net
CFG Investments, Inc. 17220 Newhope St #224, Fountain Valley, CA 92708
71455xxxx0 acc*******@c*************.com 2.5 26
Edward Jones - Financial Advisor: Bill Murray 259 S Randolph Ave, Brea, CA 92821
71452xxxx8 a.j*********@e**********.com 87631 100000
Edward Jones 12062 Valley View St Ste 118, Garden Grove, CA 92845 71489xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™ 307 Marine Ave Ste 8, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 35 3 35
Briteline Financial Service 729 N Harbor Blvd, Fullerton, CA 92832
71452xxxx0 ran**@b**************.com
Otto, George 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 geo********@r**.com
Phoenix Real Estate Investment Corp 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx6
Gg Investment Firm 1912 N Broadway, Santa Ana, CA 92706 71471xxxx5
Wilson Financial Advisors 12419 Lewis St #202, Garden Grove, CA 92840
71420xxxx0 cyn****@w**********************.com 5 1
GW Financial, Inc. 151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
85564xxxx9 con****@p*********.com
Inspired Financial 5011 Argosy Ave, Huntington Beach, CA 92649
71497xxxx3 eda****@i****************.biz 5 3 146 171
Ward Mike 931 W 19th St Apt 22, Costa Mesa, CA 92627 94965xxxx6
Borland Wenters 111 W Ocean Blvd, Long Beach, CA 90802
56228xxxx2 bor****@b************.com
Triple R Investment Group 3364 E La Palma Ave, Anaheim, CA 92806 76023xxxx0
John Stokes Financial 2040 Main St Ste 570, Irvine, CA 92614
94947xxxx5 inf*@j******************.com
Lighthouse Financial Services 3070 Saturn St Ste 101 Brea, CA 92821
71457xxxx0 geo***@l*************.com 3.7 6
Morgan Stanley Wealth Management 15141 Whittier Blvd Ste 400, Whittier, CA 90603 56290xxxx0 aar***********@m***********************.com
LA Properties Investment
71436xxxx9 dav*******@y****.com 586697 759000
Starcare 130 Newport Center Dr Ste 136, Newport Beach, CA 92660
94970xxxx0 bra****@s*******.net
Edward Jones - Financial Advisor: John P Wende 180 E Main St Ste 104 Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 5 1
Rodriquez Wealth Management 4340 Von Karman Ave, Newport Beach, CA 92660
94968xxxx0 cat**@r**********.com
Abs Investment Group 1176 Main St, Irvine, CA 92614
94947xxxx0 a.k***@k*****.com
M K C Investment Co 11379 183rd St, Cerritos, CA 90703
56286xxxx1
Financial Strategies For Today & Tomorrow- Wealth Management Group 17822 17th St Ste 211, Tustin, CA 92780 71436xxxx4
Principal Financial Group 575 Anton Blvd Ste 900, Costa Mesa, CA 92626
65726xxxx0 aar*********@p********.com
Chatterton & Associates, The Wealth Management Team, Inc. 3061 E La Palma Ave, Anaheim, CA 92806
71457xxxx0 ani***@c************.com
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx9 dan***********@a***.com 131
Topflight Investments 2500 E Imperial Hwy Ste 201-3, Brea, CA 92821 71430xxxx1
Peter Binaski - Raymond James 1 Park Plz, Irvine, CA 92614
94922xxxx2 aar************@r***********.com
Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services 1 Park Plz Ste 600, Irvine, CA 92614
94938xxxx6 dns*****@a***.com
Royal Alliance Associates Inc 18100 Von Karman Ave, Irvine, CA 92612 94955xxxx0
Stone Financial Services 1561 E Orangethorpe Ave Ste 215 Fullerton, CA 92831
71444xxxx0 5 1
Merrill Lynch Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94995xxxx0 ale*********@m*.com
Assi Inc 3 San Joaquin Plz Ste 235, Newport Beach, CA 92660 94971xxxx0
Sunita Foley - Raymond James 915 W Imperial Hwy, Brea, CA 92821
71467xxxx2 aar************@r***********.com
Graystone Investment Corp 8382 Artesia Blvd, Buena Park, CA 90621 71444xxxx6
Morgan Stanley Wealth Management 633 W 5th St, Long Beach, CA 90802 21389xxxx0
Praetorian Advisors 2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625
94976xxxx0 esk******@p************.com
I M P Financial Services 16505 Brookhurst St, Fountain Valley, CA 92708 71496xxxx3
Kris Garrido - Capital Management Realty Inc 8642 Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 5 15 4.7 5 271 260 277
Edward Jones - Financial Advisor: Gary A Springer 15061 Springdale St Ste 106 Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 87586 100000
Servicers Direct 2300 E Katella Ave, Anaheim, CA 92806
88890xxxx4 2f5*************************************@w*****************.com
M&M Investments Fountain Valley, CA 92708 71485xxxx7
Umpqua Bank 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94962xxxx0 ari**************@u*********.com 3.2 5 4 1189 50651 669 49000
Confluence Wealth Management Group - Ameriprise Financial Services, LLC 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com 16 15 20
Challenger Wealth Management 6b Liberty Ste 140, Aliso Viejo, CA 92656
94975xxxx4 nan**@c***************.com
Northgate Gonzalez Reynoso 230 N Harbor Blvd Store 9, Santa Ana, CA 92703
71426xxxx4 ac@n********.com
Windfall Advisors 100 Wilshire Blvd Santa Monica, CA 90401
31040xxxx4 inf*@w***************.com 5 11
Edward Jones - Financial Advisor: Mark R Steeber 20422 Beach Blvd, Huntington Beach, CA 92648
71453xxxx7 a.j*********@e**********.com
My Portfolio Guide 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56279xxxx5 inf*@m***************.com 5 1 418 37 410
Merrill Lynch 4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660 94995xxxx0 2.5 2
Mutual of Omaha® Advisors - Irvine 1 Park Plz Ste 720, Irvine, CA 92614
94985xxxx9 ae.*******@m************.com
Castillo Wealth Management 12501 Seal Beach Blvd, Seal Beach, CA 90740
56249xxxx3 tom*********@l**.com 5 1
Morgan Stanley Wealth Management 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 bri**@m**********************.com
Gene Heino 2552 Walnut Ave Ste 140 Tustin, CA 92780
80096xxxx4 g*n*@k****.com 4.3 6
Titan Financial 16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649
71484xxxx3 ant*********@t*************.net
Richmond, Brian 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx7
The Bailey Group 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 dou********@r**.com 67
Charles Schwab 2825 Main St Irvine, CA 92614
94995xxxx9 bil******@s*****.com 4.5 10 2.8 21 647170 159 661000
Edward Jones - Financial Advisor: Mark Tigchelaar 444 W Ocean Blvd Ste 1416, Long Beach, CA 90802
56233xxxx9 a.j*********@e**********.com 5 1 55 76
Leaverton Group 4055 E La Palma Ave, Anaheim, CA 92807
71463xxxx2 cer***@c*******.com
Windjammer Capital Investments 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 afa****@w****************.com
Edward Jones - Financial Advisor: Blaise T Wethern 3916 Atlantic Ave, Long Beach, CA 90807 56298xxxx2
American Strategic Capital Inc 4281 Katella Ave Ste 105, Los Alamitos, CA 90720 71452xxxx3
Edelman Financial Engines 3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740
83375xxxx3 aar**@e**********************.com 18469 19
Savino Tax & Investment Advisory Group 4060 Campus Drive, Suite #220, Newport Beach, CA 92660
94974xxxx0
Associated Commercial Brokers 3365 E Miraloma Ave, Anaheim, CA 92806
71498xxxx0 chr**@a********.com 4.3 4
Dilday & Associates 13001 Seal Beach Blvd #375, Seal Beach, CA 90740 56259xxxx5 5 2
Beach Front Property Management, Inc. 11750 S Euclid St, Garden Grove, CA 92840
56254xxxx3 ale*@b******.com 5 4 560 18
Buckingham Asset Management 3 Park Plz, Irvine, CA 92614
94975xxxx7
Canterbury Consulting 660 Newport Center Dr Ste 300, Newport Beach, CA 92660
94972xxxx0 aam****@c*******************.com
Edward Jones - Financial Advisor: Chris Arnaldo 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 312 6 325
Management Services 638 Alamitos Ave, Long Beach, CA 90802
56243xxxx9 bho**@m********.com 219 5 228
Buziness Management 196 S James St, Orange, CA 92869 94955xxxx3
Dean Investment Inc 9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844 71463xxxx0
R S Crum Inc 4 Upper Newport Plz Ste 201, Newport Beach, CA 92660
94942xxxx6 car**@r*****.com 5 4
Nuveen Securities 1 Park Plz, Irvine, CA 92614
94944xxxx0 abc*******@n*****.com
Mig Management 660 Newport Center Dr, Newport Beach, CA 92660
94947xxxx0 aco***@m*****.com
Edward Jones - Financial Advisor: Victor D Bell 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
65740xxxx5 acc**********@e**********.com 87586 100000
Westmont Investments 130 Newport Center Dr, Newport Beach, CA 92660 94976xxxx7
Trilogy Financial Services 17011 Beach Blvd #101, Huntington Beach, CA 92647
71484xxxx7 a@t********.com 2.3 3 4153 4100
Frontier Investments 3366 Via Lido, Newport Beach, CA 92663 94972xxxx0 cro*************@f*****.com 3 2 5
Beacon Pointe Advisors 24 Corporate Plaza Dr, Newport Beach, CA 92660
94971xxxx0 abh*****@b*********.com 228 36 234
Pathway Financial Management 12661 Hoover St, Garden Grove, CA 92841 71479xxxx0
Optimum Real Estate Group 1441 Brea Blvd, Fullerton, CA 92835
71468xxxx0 inf*@s*****************.com
Knightsbridge Wealth Management 450 Newport Center Dr Ste 630 Newport Beach, CA 92660
94964xxxx4 bmc*******@k*******.com 5 1
Wealth Start By World 12881 Knott St Suite 206, Garden Grove, CA 92841
56253xxxx6 inf*@w************.world
Romero Wealth Management, Inc. 2520 N Santiago Blvd, Orange, CA 92867
71454xxxx7 dan*******@l**.com 711 38 716
Benchmark Wealth Management 2300 E Katella Ave Ste 400, Anaheim, CA 92806
71463xxxx3 ben******@l**.com
Mercer Advisors 620 Newport Center Dr Ste 1030 Newport Beach, CA 92660
80039xxxx4 adv***@m*************.com 3.7 3 5 1 2837 28 2900
Orange County Realty Investors 500 S Main St Ste 550, Orange, CA 92868 71454xxxx0
B W & Associates Inc 3111 N Tustin St Ste 215, Orange, CA 92865
71499xxxx7 bon***@b*****************.com
Postoptionfx 401 E Ocean Blvd, Long Beach, CA 90802
76060xxxx2 pos**********@g****.com
Montagna & Associates 1101 Dove St Ste 190 Newport Beach, CA 92660
94983xxxx1 ast***@m**********.com 5 1 5 13 426 436
IMP Financial Services 18030 Brookhurst St Ste 593 Fountain Valley, CA 92708 71496xxxx3
Edelman Financial Engines 600 Anton Blvd Ste 1750, Costa Mesa, CA 92626
83375xxxx3 aar*******@e**********************.com 18469 19
Pacific Coast Wealth Management 120 Vantis Dr #300, Aliso Viejo, CA 92656
31087xxxx3 bla**@p***************************.com 4.6 11
Prudential Funding Partners 7755 Center Ave, Huntington Beach, CA 92647
71492xxxx7 inf*@p*********.com
Tarek Buys Houses 4411 E La Palma Ave, Anaheim, CA 92807
88835xxxx7 for****@t**************.com 4.6 63
Edward Jones - Financial Advisor: Zachary T Alario, CFP® 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 143
Pacific Southwest Financial 4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660
94929xxxx1 ada********@c***************.com
Edward Jones - Financial Advisor: Brandon Dunn 135 S State College Blvd Ste 360, Brea, CA 92821
71425xxxx9 acc**********@e**********.com 87630 100000
Perch Wealth 29122 Rancho Viejo Rd # 111, San Juan Capistrano, CA 92675
85537xxxx3 aro****@p**********.com 5 3 5 7 432 543
Raymond James Financial Services 2701 W Coast Hwy, Newport Beach, CA 92663
94963xxxx2
American Liberty 19000 Macarthur Blvd, Irvine, CA 92612
94962xxxx8 aar**@a**************.com 922714 79
South Coast Wealth Management 43 Corporate Park Ste 201, Irvine, CA 92606 94974xxxx1
Belcourt Investments Inc 513 30th St, Newport Beach, CA 92663 94972xxxx0
Remeo Realty 2130 Main St Ste 210, Huntington Beach, CA 92648
71437xxxx6 *ld*@r**********.com 5 7 811 3 830 5 3
Edward Jones - Financial Advisor: Imran Lakhany 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 acc**********@e**********.com 87384 100000
My Btc Fx (4xBit) 201 E Center St Ste 112 Pmb 261, Anaheim, CA 92805
32398xxxx2 5 2
4
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx2 dns*****@a***.com 58 58
Petra Chien 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx9 acc************@f************.com
Gary Lutwen - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dns*****@a***.com
RBC Wealth Management Branch - Newport Beach 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 rbc*********@r**.com
Morgan Stanley Wealth Management 19000 Macarthur Blvd, Irvine, CA 92612 94964xxxx2 inf**@m**********************.com
Elevated Wealth Advisory Group - Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 bra*************@a***.com 163
Scalco Financial 207 East Broadway Unit 201 Long Beach, CA 90802
56243xxxx0 mar**@s**************.com 5 10 5 12
Spahr Financial Group 18682 Beach Blvd, Huntington Beach, CA 92648
71496xxxx0 bsp***@s*************.com
Conrad Management Corp 151 Kalmus Dr, Costa Mesa, CA 92626 94958xxxx0
Thompson, David 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Integrity Wealth Management 3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660
94995xxxx8 inq******@i***********.com
Fitzgerald, Dennis 3010 Old Ranch Pkwy, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com
Jennett David J 2222 Martin Ste 250, Irvine, CA 92612 94983xxxx6
AMQ Bookkeeping Solutions 13131 Magnolia St Ste A Garden Grove, CA 92844
71490xxxx8
Seamount Financial Group, Inc. 738 E Chapman Ave Orange, CA 92866
80075xxxx6 aar**@s****************.com
David Pearl - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx6 dav**********@a***.com 136 3 136
Raymond James 660 Newport Center Dr Ste 570, Newport Beach, CA 92660
94964xxxx0
SNR VENTURES INC 14271 Jeffrey Rd, Irvine, CA 92620 94924xxxx1
Newport Assets Inc 14 Corporate Plaza Dr, Newport Beach, CA 92660 94975xxxx3
Geske David T 4685 Macarthur Ct Ste 210, Newport Beach, CA 92660 94975xxxx7
Onitus Capital 3857 Birch St Ste 5059 Newport Beach, CA 92660
86091xxxx4 kso***@o************.com 5 1 59 132
Mountain Bishop & Associates 100 W Broadway Ste 660, Long Beach, CA 90802 56243xxxx4
Morgan Stanley Wealth Management 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56290xxxx0 acm***********@m************.com
WM Investment Company 120 Danbury Ln, Irvine, CA 92618 94926xxxx5
Pinnacle Realty & Investment 18500 Von Karman Ave Ste 540, Irvine, CA 92612 94922xxxx9
Edward Jones - Financial Advisor: Chelsea M Peterson 949 S Coast Dr Ste 180, Costa Mesa, CA 92626
71455xxxx5 a.j*********@e**********.com 73 74
Main Management Company 18700 Main St, Huntington Beach, CA 92648 71491xxxx0
Silver Lake Investments 1303 Avocado Ave, Newport Beach, CA 92660 94970xxxx4
Banta Asset Management LP 517 30th St, Newport Beach, CA 92663
94967xxxx4 inf*@b*******************.com
Sagent Capital 4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660 94975xxxx7
Merrill Lynch Wealth Management 111 W Ocean Blvd Ste 1360, Long Beach, CA 90802 56249xxxx0
Concord Investment Council 2020 Main St Ste 300, Irvine, CA 92614 94985xxxx0
Morgan Stanley 10 Pointe Dr, Brea, CA 92821
71467xxxx0 int**********@m************.com
Kava Ventures 12842 Newport Ave Apt 9, Tustin, CA 92780
71486xxxx5
Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx3 dns*****@a***.com
Louis Arlow - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Michael W Jowdy, LPL Financial Services 7777 Ctr Ave Ste 120 Huntington Beach, CA 92647
71489xxxx0 ali*********@l**.com 5 1
Richland Investment 4100 Newport Place Dr Ste 800, Newport Beach, CA 92660
94926xxxx0 ann*****@r******************.com
Bridgeport Investment Co 14841 Yorba St Ste 205, Tustin, CA 92780 71450xxxx5
Financial Growth Management 17871 Santiago Blvd Ste 224, Villa Park, CA 92861
71424xxxx0 hel**@f**********.com
Epic Financial Management 16787 beach blvd#150, Huntington Beach, CA 92647 71464xxxx7
T J Team Investment Co 3544 E Woodbine Rd, Orange, CA 92867 71499xxxx2
Stumpo Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx9 abc*******@u**.com
Capital Group Companies 6470 Oak Cyn, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 170465
South Coast Investment Advisors 5140 Birch St, Newport Beach, CA 92660
94982xxxx5 ale*******@a*****************.com
TD Ameritrade 17909 MacArthur Blvd Irvine, CA 92614
94922xxxx0 aam***********@t***********.com 1.7 17 393044 400000
World Financial Group 511 N Brookhurst St Anaheim, CA 92801
71422xxxx0 con****************@t***********.com 82294 2053 86000
Diligent Financial Group 20241 SW Birch St Ste 100, Newport Beach, CA 92660 94946xxxx7
Southern California Coins 640 El Camino Real Tustin, CA 92780 65724xxxx4 d_j@d**********************.business 4.5 26
Fbr And Company 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 aal*****@f**.com
Turner Denise 160 E Yorba Linda Blvd, Placentia, CA 92870 71498xxxx2
Mohammad Raghib - Ameriprise Financial Services 5242 Katella Ave Ste 102 Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
Edward Jones - Financial Advisor: Tim Yost 3700 Newport Boulevard Ste 104 Newport Beach, CA 92663
94964xxxx6 acc**********@e**********.com 5 1 87605 100000
Thomas Seaman Co 3 Park Plz Ste 550, Irvine, CA 92614
94922xxxx1 ali***@t***********.com 5 1
Warland Investments 6100 Gateway Dr Cypress, CA 90630 71482xxxx5 1 1
Laynie Johnson - Financial Advisor, Ameriprise Financial Services 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94943xxxx9 dns*****@a***.com 320 356
Sierra Investment Group 550 Newport Center Dr, Newport Beach, CA 92660 94971xxxx4
Francis Wade 200 Pine Ave Ste 260, Long Beach, CA 90802 56249xxxx0
Crown Wealth Management Inc 17011 Beach Blvd Ste 680, Huntington Beach, CA 92647
71496xxxx0 aka**@c******.com
Dennis Fitzgerald - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx8 den**************@r**.com 14721 16000
LTT Financial & Insurance Services 3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806 56225xxxx0
RYKAT Financial 5520 E 2nd St Ste E Long Beach, CA 90803
56220xxxx9 jun*@r*************.com 5 2 5 9
Joshua S Wyper - Wyper Wealth Management 17671 Irvine Blvd Ste 115 Tustin, CA 92780
71479xxxx1 jos***@w********************.com 5 1
Reed Investment Co 1300 Bristol St N Ste N, Newport Beach, CA 92660 94985xxxx9
Edward Jones - Financial Advisor: Dwight L Beasley Jr 16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136 80
Regal Wealth Group 12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740
56279xxxx9 ama****@r***************.com
Fisher Investments 20 Pacifica Ste 630, Irvine, CA 92618
94977xxxx0 aa@f****************.com 1 1 161246 608 158000
Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ 5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804
56296xxxx4 a.j*********@e**********.com 61 5 63
Circle Vision 1006 Segovia Cir, Placentia, CA 92870 71463xxxx9
Stewart, Maddy, AGT 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 dav*************@r**.com 54
Edward Jones - Financial Advisor: Jonathan M Lising 135 S State College Blvd Ste 360 Brea, CA 92821
71425xxxx9 a.j*********@e**********.com 5 1
Pacific Coast Invesments And Management 18552 Macarthur Blvd, Irvine, CA 92612 94972xxxx0
Belle Investment Corporation 1752 Langley Ave, Irvine, CA 92614 94986xxxx3
Pacific Investment Research 942 E Chapman Ave, Orange, CA 92866
71473xxxx8 chi**@p************************.com 5 1 5 5 507
Shaver Investment Corp. 4142 Pine Ave, Long Beach, CA 90807 56242xxxx4
Equity Star 620 Newport Center Dr Fl 11th, Newport Beach, CA 92660
94949xxxx0
Cornerstone Real Estate Investment Services 1 City Blvd W Ste 870, Orange, CA 92868
71493xxxx1 538*************************************@w*****************.com 36
Greenwich Capital Markets 19200 Von Karman Ave Ste 950, Irvine, CA 92612
94993xxxx0 as@g*******************.com
Nationwide Business Credit 2082 Business Center Dr, Irvine, CA 92612 94975xxxx5
Edward Jones - Financial Advisor: Wesley J. Cummings 1467 N Wanda Rd Ste 175, Orange, CA 92867 71494xxxx3
Wilson Financial Services 12419 Lewis St, Garden Grove, CA 92840 71470xxxx0 4.4 15
Morgan Stanley 6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803
56290xxxx3 acc**********@m************.com
Buchanan Street Partners 620 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 ade****@b*************.com 3.3 3
Securities America INC 2619 E Palmyra Ave, Orange, CA 92869 71499xxxx6 aar********@s****************.com
APM Orange County 11770 Warner Ave Ste 117, Fountain Valley, CA 92708
71442xxxx0 apm****************@p******.above 4 4
The Householder Group 1440 N Harbor Blvd Ste 800, Fullerton, CA 92835 71444xxxx4 amc***********@h***************.com
Peters, Michael T, CPA 1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705
71454xxxx0 a.j****@r******.com 140 8 205
Edward Jones - Financial Advisor: Nasar Aboubakare 5952 Warner Ave, Huntington Beach, CA 92649 71484xxxx8
Schindler Investment Group 17284 Newhope St Fountain Valley, CA 92708
80052xxxx3
Freedom Investment Corp 770 N Tustin St, Orange, CA 92867 71460xxxx2
Wilmington Trust 650 Town Center Dr, Costa Mesa, CA 92626
31030xxxx0 aam****@w**************.com
Edward Jones 2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 71454xxxx2
Global Professional Consultant 1100 E Orangethorpe Ave Ste 200-Y Anaheim, CA 92801
71482xxxx7
Check Capital Management 575 Anton Blvd 3rd Fl, Costa Mesa, CA 92626
71464xxxx9 aeb*****@c***********.com 26
Peregrine Planning 12865 Main St Ste 106 Garden Grove, CA 92840 94922xxxx0
Greg Cancino - Raymond James Financial Services 485 E 17th St Ste 300 Costa Mesa, CA 92626
71454xxxx1 aar**********@r***********.com 5 1 17482 18000
Tauras Capital Group 19800 Macarthur Blvd, Irvine, CA 92612 94965xxxx4
NWM GROUP- Newport Wealth Management Group 17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647 94990xxxx1 5 1
Edward Jones - Financial Advisor: Lee Norton 17822 17th St Ste 405 Tustin, CA 92780
71483xxxx6 acc**********@e**********.com 4.4 7 148
Vasco Assets 2024 Quail St, Newport Beach, CA 92660
94967xxxx0 ari@v**********.com 5 79
Asset Planning Inc. 10833 Valley View St # 470, Cypress, CA 90630
71482xxxx4 ada****@a***************.com
Van Dyke Inc Investment & Wealth Management 18377 Beach Blvd Ste 326, Huntington Beach, CA 92648 71437xxxx0
Tom Sciara’s Financial Planning & Business Solutions Irvine, CA 92604 92587xxxx6 5 2
Edward Jones - Financial Advisor: Jason D Orsini 1370 Brea Blvd, Fullerton, CA 92835
71499xxxx3 a.j*********@e**********.com 87631 100000
Pacifica Investments Orange, CA 92868 71460xxxx7
Bockhold Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 wms**********@r**.com 14743 16000
Fineberg Financial Management 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56244xxxx8 hel**@f****************.com
Barouti Financial Services 4695 Macarthur Ct, Newport Beach, CA 92660 94985xxxx5
Interpacific Asset Management 5505 Garden Grove Blvd Ste 150, Westminster, CA 92683
71489xxxx4 aod******@i***************.com
JST Investment Consulting, Inc. 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56299xxxx8
Hendries Wealth Management 7777 Center Ave Ste 120, Huntington Beach, CA 92647
71479xxxx4 pri****************@n***********.net
Crystal Cove Advisors Inc 1101 Dove St Ste 120, Newport Beach, CA 92660
94938xxxx0 abu**@d*****************.com
Umpqua Bank Home Lending 4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94987xxxx2 aar*********@u*********.com 4 1189 50650 669 49000
Zeiger Capital Management Inc 2192 Martin Ste 145, Irvine, CA 92612 94975xxxx9
Your Estate Coach 1501 N Harbor Blvd Ste 100 Fullerton, CA 92835
71444xxxx4 ann**@y**************.com 3.7 9
KPP Financial 18575 Jamboree Rd Ste 600 Irvine, CA 92629
80055xxxx1 ary**@k***********.com 4 4
GoldLine Financial 201 N Harbor Blvd Ste 100 Fullerton, CA 92832
21344xxxx3 der****@g*****************.com 5 11 5 3
XOA Tax, CPA & Accounting Firm 10015 Garden Grove Blvd, Garden Grove, CA 92844
71492xxxx9 con****@x*****.com 5 18 54
Edward Jones - Financial Advisor: Daniel W Verdugo 790 The City Dr S Ste 430 Orange, CA 92868
71446xxxx6 acc**********@e**********.com 302 87601 100000
Edward Jones - Financial Advisor: Scott P Smith 16454 Bolsa Chica St, Huntington Beach, CA 92649
71437xxxx0 a.j*********@e**********.com 85136
USA TRADE COUNCIL
65752xxxx1 inf*@u**************.com 5 1
Edward Jones 3230 E Imperial Hwy Ste 175, Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 87631 100000
Christopher Nagy - Ameriprise Financial Services 5242 Katella Ave Ste 102 Los Alamitos, CA 90720
56279xxxx3 dns*****@a***.com
Svl Holding Corp 1620 N Placentia Ave, Placentia, CA 92870
71498xxxx2 inf*@s************.com
GTMC Consulting Services 17280 Newhope St Ste 14 Fountain Valley, CA 92708
71488xxxx8
Flagstar Bank 19700 Fairchild Ste 146, Irvine, CA 92612
94985xxxx0 a.d******@f*******.com 1.5 2
Cruttenden Partners 4600 Campus Dr Ste 110, Newport Beach, CA 92660
94939xxxx0 cor**@c*****************.com
Edward Jones - Financial Advisor: Denyse Jennings 7755 Center Ave Ste 1010 Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com
Signature Resources 19900 Macarthur Blvd, Irvine, CA 92612
94993xxxx0 ahj***@f*************.com
Morgan Stanley Wealth Management 3 Pointe Dr, Brea, CA 92821
71499xxxx0 aar***********@m***********************.com
Andraca Investment Property Inc 2900 S Harbor Blvd, Santa Ana, CA 92704 71454xxxx8
New York Life 15440 Beach Blvd Ste 126 Westminster, CA 92683
71489xxxx9 aak***********@n**********.com 4.5 2
Securities America Inc 4000 Westerly Pl Ste 245, Newport Beach, CA 92660
94947xxxx6 aad********@s****************.com
Tryon Company 18022 Cowan Ste 200B, Irvine, CA 92614
94933xxxx9
Redwoods Capital 8907 Warner Ave Ste 107 Huntington Beach, CA 92647
70287xxxx5 inf*@r*********.com 197 12 212
Andrew Quillope - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 and**************@a***.com
Hollencrest Securities 100 Bayview Cir Ste 500, Newport Beach, CA 92660
94982xxxx0 ac@h**********.com
Independent Capital Management 17011 Beach Blvd Ste 650, Huntington Beach, CA 92647 71484xxxx7 gil@i*****.net 571 622
song que realty & prop mgmt Po Box 9803, Fountain Valley, CA 92728 71484xxxx5
Mercer Advisors Wealth Management 620 Newport Center Dr #1030, Newport Beach, CA 92660
80039xxxx4 aar********@m*************.com 3.7 3
IWM Partners 3 Park Plz Ste 1490 Irvine, CA 92614
71479xxxx1 ahe*******@i**********.com 5 5 3
Kelly Doyle - Ameriprise Financial Services 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56271xxxx3 dns*****@a***.com 5 1
McLachlan Investment Co 1936 E Deere Ave, Santa Ana, CA 92705 94983xxxx0
Alex Lee- Capital Management Realty 8642 W Garden Grove Blvd, Garden Grove, CA 92844
71420xxxx5 abd**@c*******.com 5 9
Morgan Stanley Wealth Management 5000 Birch St, Newport Beach, CA 92660 71475xxxx1
Brenen Capital Management Group 1601 Dove St Ste 291, Newport Beach, CA 92660 80058xxxx6
Michael Investment Co 17702 Mitchell N, Irvine, CA 92614 94995xxxx0
Unity Wealth Partners 4050 W Metropolitan Dr Suite 150, Orange, CA 92868
94968xxxx8 con****@u******************.com
Trilogy Financial Services 17011 Beach Blvd Ste 800, Huntington Beach, CA 92647
71484xxxx7 aar**********@t********.com 4143 4100
James Sams - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94997xxxx9 dan***********@a***.com
McBride Investment Services 17222 Coriander Ct, Yorba Linda, CA 92886 71499xxxx7
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ 3780 Kilroy Airport Way Ste 810, Long Beach, CA 90806
56298xxxx2 a.j*********@e**********.com 157 5 162
Donald Frost - Allstate 101 S Kraemer Blvd Ste 218 Placentia, CA 92870
71479xxxx1 a****00@a*******.com
Orange Management Co 1352 Irvine Blvd, Tustin, CA 92780 71450xxxx0 aal********@o*********.com
Mosley Financial Services 905 Rashford Dr Anaheim, CA 92870
71457xxxx5 5 2
Edward Jones - Financial Advisor: Zubeen Tukina 3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740
90954xxxx8 a.j*********@e**********.com 87384 100000
Financial Strategies - Wealth Management Group 6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707
71436xxxx4 bla******@f****.com 5 1
Randall Instruments Inc 17291 Irvine Blvd, Tustin, CA 92780 71466xxxx9
Newport Beach Securities Inc 18872 Macarthur Blvd Ste 100, Irvine, CA 92612 94933xxxx0
Travis Combe - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx5 dan***********@a***.com 66
Richmond, Brian 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx7 rbc*********@r**.com 12830
Morgan Stanley Wealth Management 2040 Main St Ste 600, Irvine, CA 92614 94980xxxx0 aar***********@m***********************.com
Jeremy Lehman | Garden Grove Realtor Garden Grove, CA 92841 71458xxxx4
Schultz, Robert 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx5 wms**********@r**.com 12815
R Babu Enterprises Inc 13552 Pumice St, Norwalk, CA 90650 56262xxxx4
Pure Financial Advisors 3040 Saturn St Ste 100 Brea, CA 92821
71492xxxx7 abb********@p************.com 5 2 5 3
Lenders Investment Corp 2755 S Bristol St, Santa Ana, CA 92704 71454xxxx7
Urban Street Ventures Newport Beach, CA 92660
80050xxxx1 inf*@u******.com 5 6 345 375
Sterk Investments Inc 600 City Pkwy W Ste 200, Orange, CA 92868 71493xxxx0
Global View Capital Advisors 3780 Kilroy Airport Way Ste 200 Long Beach, CA 90806
56287xxxx3 rgi****@g**********.com
Sierra Asset Management 2525 Ocean Blvd, Corona Del Mar, CA 92625 94966xxxx4
Edward Jones 6813 Quail Hill Pkwy, Irvine, CA 92603 94982xxxx7 a.j*********@e**********.com 87631 100000
Soojinda Investment Management 8074 Poinsettia Dr, Buena Park, CA 90620 71452xxxx5
Securities America 200 S A St, Tustin, CA 92780 71466xxxx1 aar********@s****************.com
Edward Jones - Financial Advisor: Matthew P Adragna 17528 Yorba Linda Blvd, Yorba Linda, CA 92886 71457xxxx7 a.j*********@e**********.com 87384 100000
Qian Yi Investment Group USA Inc 930 Roosevelt, Irvine, CA 92620 94998xxxx1 4 1
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™ 377 E Chapman Ave Ste 120, Placentia, CA 92870
71457xxxx6 a.j*********@e**********.com 87630 100000
core capital management 9121 Atlanta Ave, Huntington Beach, CA 92646
87731xxxx3 inf*@c***********.net
Edward Jones - Financial Advisor: Nick Peterson, CRPS™ 940 S Coast Dr Ste 250, Costa Mesa, CA 92626
71448xxxx9 a.j*********@e**********.com 226
Atlantic Trust 4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660 94966xxxx0 a.n******@a************.com
American Gateway Regional Centers 160 N Riverview Dr, Anaheim, CA 92808
71431xxxx1 inf*@a******.com
Ward Investment Co 2110 Newport Blvd, Costa Mesa, CA 92627 94964xxxx0
CC&RS Property Management 500 N State College Blvd Suite #1100, Orange, CA 92868
71471xxxx9 amk******@g****.com 5 3
BFS Wealth Management 2040 Main St, Irvine, CA 92614
71428xxxx6 adm**@b***.com 29 37
Hughes Westbrook Insurance 17220 Newhope St Ste 116, Fountain Valley, CA 92708
71454xxxx0 gre*****@h*****.com 85
Diversified Pacific Partners 901 Dove St Ste 220, Newport Beach, CA 92660
94986xxxx5 jja*****@d*************.com
Clearvue Capital 901 Dove St, Newport Beach, CA 92660
94929xxxx0 csa****@c***********.net
Primevest Financial 15343 Culver Dr, Irvine, CA 92604
94926xxxx1 3.2 9
Roger Park - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com 158 167
Edward Jones 2010 Main St Ste 310 Irvine, CA 92614
94975xxxx8 a.j*********@e**********.com 5 1 87631 100000
Kyky Financial $olutions 12666 Hoover St, Garden Grove, CA 92841
71449xxxx7 cal***@k************.com 5 2 8699 8700
Westside Retirement & Financial Services 11300 Hartland Ave North Hollywood, CA 91605
94951xxxx3 a.w*****@p*********.com 5 8
Fidelity Investments Investor Center 2211 Michelson Dr Irvine, CA 92612
80033xxxx9 a61****@f*******.com 2.7 19
Edward Jones 485 E 17th St Ste 100, Costa Mesa, CA 92627
94972xxxx4 a.j*********@e**********.com 110 111
Provence Wealth Management Group 9481 Irvine Center Dr, Irvine, CA 92618
94922xxxx0 all**@p***.com 5 1
California National Bank 016 5767 E Pacific Coast Hwy, Long Beach, CA 90803 56271xxxx0 aar************@u*****.com 345636 5336 348000
Blake Rose - Pinnacle Strategies 3211 W Warner Ave Santa Ana, CA 92704
71426xxxx1
Ash & Sha Investment & Propertys 202 Fashion Ln, Tustin, CA 92780 71483xxxx6
Schultz Richard 1171 Appian Way, Santa Ana, CA 92705 71473xxxx8
Sunstone Management 18881 Von Karman Ave #500, Irvine, CA 92612
94977xxxx4 ali******@s*****************.com 4.1 8
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
A & B Hotel Management & Investment 151 N Kraemer Blvd, Placentia, CA 92870
71485xxxx1 tta***************@a********.com
Padilla Hofland Finacial Services Group 1910 Saint Andrews Dr, Seal Beach, CA 90740
56259xxxx4 aar************@r***********.com
Morgan Stanley 800 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 acm***********@m************.com
T&T Capital Management 2211 Michelson Dr, Irvine, CA 92612
80588xxxx0 cam**********@t***************.com 4 1 5 11 208
American Strategic Capital Inc. 949 S Coast Dr, Costa Mesa, CA 92626 71452xxxx3
Ersop.Com Inc 18141 Beach Blvd #300, Huntington Beach, CA 92648
86669xxxx7 adm**@e****.com
Newport Capital 15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660 94975xxxx6
Edward Jones - Financial Advisor: Jon Glant, AAMS™|CRPS™ 12792 Valley View St Ste F, Garden Grove, CA 92845
71489xxxx0 acc**********@e**********.com 87586 100000
Chicago Group 12881 Knott St Ste 205 Garden Grove, CA 92841 71489xxxx0
Researchdx 13766 Alton Pkwy, Irvine, CA 92618
51033xxxx7 aav****@r*********.com
First Command Financial Advisor - Jeff Kim 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 1 7377 213 7600
Number 1 Insurance 17111 Beach Blvd Ste 103, Huntington Beach, CA 92647
71484xxxx0 inf*@n*********.com 4.9 518 5 1
Bancorp Familiar 2024 N Broadway Ste 200, Santa Ana, CA 92706
71454xxxx0
Klein, Martin 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx4 mar*********@r**.com 157
Cooke Wealth Management, LLC 18881 Von Karman Ave Suite 1420, Irvine, CA 92612
94972xxxx0 che***@c******.com 5 2
T N Investments Group, LLC 17220 Newhope St, Fountain Valley, CA 92708 71443xxxx4 1 3
LLC Cimco 250 Fischer Ave, Costa Mesa, CA 92626 71436xxxx0
Mountain-Bishop Private Wealth Management 3738 Bayer Ave Suite 205, Long Beach, CA 90808
56243xxxx3 inf*@m****.com 77
The Dizon Group 3780 Kilroy Airport Way, Long Beach, CA 90806 56225xxxx8
Fidelity Investments 12201 Seal Beach Blvd Seal Beach, CA 90740
80054xxxx8 a61****@f*******.com 4.5 17 2.8 30 320568 338000
Edward Jones - Financial Advisor: Jon Glant 12792 Valley View St Ste F Garden Grove, CA 92845
71489xxxx0 a.j*********@e**********.com 87586 100000
Maven Group Investment Strategies 17777 Center Court Dr Ste 600 Cerritos, CA 90703
56224xxxx3 inf*@m************.com 5 4
Edward Jones - Financial Advisor: Matthew Terrones 7510 E Chapman Ave Ste B, Orange, CA 92869
71463xxxx5 a.j*********@e**********.com 3 2
Ihsv-Inc 2361 Campus Dr, Irvine, CA 92612
94961xxxx8 ihs*********@c*************.com
Edward Jones - Financial Advisor: Ken Whittenbury, CFP® 6 Centerpointe Dr Ste 780, La Palma, CA 90623
71499xxxx5 a.j*********@e**********.com 113 113
Tact Management 2515 E Ocean Blvd, Long Beach, CA 90803
56285xxxx6 ale*@t*******.com 5315 6000
George Cheng - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 ann***************@a***.com 18 18
Systematic Financial Management 500 Newport Center Dr, Newport Beach, CA 92660
94971xxxx1 apa***@s****.com
Cimco 3303 Harbor Blvd, Costa Mesa, CA 92626
71436xxxx0 joh*@c*********.com
Merrill Lynch Wealth Management 3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740
56249xxxx0 ale*********@m*.com
Ross Wealth Management 3711 Long Beach Blvd Ste 719, Long Beach, CA 90807
56220xxxx5 bab******@w*****************.com 583155 46
CM First Capital 6472 Weber Cir Huntington Beach, CA 92647 71446xxxx7
Index Fund Advisors Inc 19200 Von Karman Ave Ste 150 Irvine, CA 92612
94950xxxx0 aar**@n*********.com 4 4
The Phillips Group 2300 E Katella Ave Ste 405 Anaheim, CA 92806
71466xxxx1 bil****@p***************.com 4.6 34
Morgan Stanley Wealth Management 10 Pointe Dr, Brea, CA 92821
71499xxxx6 acm***********@m************.com
Alin Worldwide Investments 555 Ancon Blvd Suite 150, Costa Mesa, CA 92626 71426xxxx0
SBL | Commercial Investments and Management 790 The City Dr S, Orange, CA 92868 71466xxxx8
Securities America Inc 760 N Euclid St, Anaheim, CA 92801
71452xxxx0 aad********@s****************.com
CIBC Private Wealth Management 520 Newport Center Dr, Newport Beach, CA 92660
94966xxxx0 acc*******@c***.com 2120 2200
Investment Development Services 2915 Red Hill Ave, Costa Mesa, CA 92626 71443xxxx4
TNL Car Title Loans 6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803
56285xxxx5 3ce*************************************@w*****************.com
WCM Investment Management 281 Brooks St, Laguna Beach, CA 92651
94938xxxx0 aar**@w********.com 5 2
Hanna Capital Management 43 Post, Irvine, CA 92618 94927xxxx0 car********@a*******************.com 241 20 243
Kost Investment Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx9 the*********@r**.com 80 8 83
Ark Wealth Advisors 3960 Prospect Ave Ste A Yorba Linda, CA 92886
71486xxxx1 chr*********@a****************.com 5 1
Saatchi Investment Corporation 14200 Culver Dr, Irvine, CA 92604 94973xxxx6
Financial Research Group 4500 Campus Dr Ste 135, Newport Beach, CA 92660 94975xxxx0
Retirement Planning Advisors 16700 Valley View Ave Ste 160 La Mirada, CA 90638
71499xxxx9 02e*************************************@w*****************.com 5 11
Key Benefits & Planning 760 N Euclid St Anaheim, CA 92801 71495xxxx4
Fairmont Capital Inc 3350 E Birch St, Brea, CA 92821 71452xxxx0
TFC Credit Services 3941 S Bristol St Ste D-147 Santa Ana, CA 92626
80088xxxx2 adr***@c****.com
Atomi Financial Group 20 Executive Park Ste 120 Irvine, CA 92614
88853xxxx4 baf*****************************@s*****.wixpress 5 1
Life Design Financial 1400 N Harbor Blvd Ste 525, Fullerton, CA 92835
71473xxxx1 sco****@l******************.com
Solomon Financial Mortgage & Realty 3400 Irvine Ave Ste 221 Newport Beach, CA 92660
71440xxxx4 dav*@s********.com 5 2
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services 333 City Blvd W 3rd Fl, Orange, CA 92868
81826xxxx0 dns*****@a***.com 34
Spinnaker Investment Group, LLC 4100 MacArthur Blvd STE 120, Newport Beach, CA 92660
94939xxxx0 and***@s**********.com 4.2 5 620 71 645
Homes For Sale Near Anaheim Area Group 1371 S Walnut St Unit 3202, Anaheim, CA 92802 71485xxxx5
HABERL Wealth Management 7777 Center Ave, Huntington Beach, CA 92647
71479xxxxx3 chr**@h***********.com 264 256
Morgan Stanley Wealth Management 660 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94971xxxx0
Hankey Investment Company 2125 Westcliff Dr, Newport Beach, CA 92660
94954xxxx1 a.g**@h****.com
Royal Alliance Assoc Inc 4701 Teller Ave Ste 101, Newport Beach, CA 92660 94926xxxx0 aba*****@r************.com 2760 26 3300
Edward Jones - Financial Advisor: Elizabeth P Thai 5952 Warner Ave, Huntington Beach, CA 92649
71470xxxx5 a.j*********@e**********.com 87384 100000 5 1
Castapos Inc 4695 Macarthur Ct, Newport Beach, CA 92660
31044xxxx3 aid********@m********.com 4
Bryson Financial Inc 100 Oceangate Ste 401, Long Beach, CA 90802
56243xxxx6 ala**@b**************.com 737 256 737
The Napoli and Whitney Group 2405 Mccabe Way Ste 100, Irvine, CA 92614
94942xxxx5 3b6*************************************@w*****************.com 36339 34000
Tarbox Family Office 500 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 bri**@t*****.com
R & B Investment 1762 San Juan St, Tustin, CA 92780 71473xxxx9
Financial Network Investment Corp 5030 E 2nd St, Long Beach, CA 90803
56243xxxx5 bea*@c*********.com
Wells Fargo Advisors 2400 E Katella Ave Ste 1000 Anaheim, CA 92806
71494xxxx0 a-w***************@w*****************.com 5 2
Lufon Investments 17822 17th St Ste 212, Tustin, CA 92780 71422xxxx9 a.j*********@e**********.com 85136
Andy Kaiser, MSF - Matthews Real Estate Investment Services 3200 Park Center Dr Ste 520 Costa Mesa, CA 92626
94966xxxx2 aid*************@m*******.com 647 17 762
Joshua Goeppner - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ 17822 17th St Ste 405, Tustin, CA 92780
71483xxxx6 a.j*********@e**********.com 147
Marigold Financial Partners 1045 W Katella Ave Suite 250, Orange, CA 92867
71478xxxx3 die**@m*********.com 5 1
Business Capital Lender Garden Grove CA 12664 Chapman Ave, Garden Grove, CA 92840 71436xxxx0
Createnu Los Angeles, CA 92612
21329xxxx8 ati@c*******.com 5 2
Linda L Wallace Fraser Financial Group 6621 E Pacific Coast Hwy Ste 220, Long Beach, CA 90803
56259xxxx9
Poole, Michael 500 Newport Center Dr, Newport Beach, CA 92660
94976xxxx4 ban**********@e****.bankofamerica
Ed Martell & Associates 9550 Warner Ave # 336, Fountain Valley, CA 92708 71482xxxx3
Aegis Asset Management Inc 2331 W Lincoln Ave, Anaheim, CA 92801 71463xxxx0
Brian Richmond - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx7 wms**********@r**.com 14721 16000
Edward Jones - Financial Advisor: Markus Wong 5410 Trabuco Rd Ste 110, Irvine, CA 92620
94955xxxx9 a.j*********@e**********.com 87384 100000
Slaten Wealth Management 501 N Brookhurst St Ste 318 Anaheim, CA 92801
71477xxxx6 hei**@s***********.com 1 1
He & Chen Investment 1221 W Alton Ave, Santa Ana, CA 92707 94920xxxx6
Matthew Kim 12607 Hiddencreek Way Cerritos, CA 90703 42427xxxx2 5 1
Immensity Group 5000 Birch St Ste 3000 Newport Beach, CA 92660
86643xxxx3 ale**@i*************.com 5 7
Envision Financial 18101 Von Karman Ave, Irvine, CA 92612
71424xxxx0 aam*********@e***.com
Morgan Stanley Wealth Management 1901 Main St Ste 800, Irvine, CA 92614
94995xxxx0 acm***********@m************.com
Fabian Wealth Strategies Inc 3070 Bristol St Ste 610, Costa Mesa, CA 92626
71466xxxx3
StrateFi Wealth Management 18881 Von Karman Ave Suite 410, Irvine, CA 92612
94934xxxx1 dou*@s*************.com 5 20 352 345
Equico 535 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0 abo*****@r********.com
Procurus Wealth Management 4101 Birch St Ste 110, Newport Beach, CA 92660 94922xxxx8
Victory Vault Investments 2340 N Grand Ave, Santa Ana, CA 92705
71436xxxx5 vic***********************@g****.com
BanCorp Realty 2102 Business Center Dr, Irvine, CA 92612
94920xxxx9 b.g******@b************.com 5 2
Ross Wealth Management Group 5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804
56220xxxx5 eri*@e*********.com
Duval Management Inc 4630 Campus Dr, Newport Beach, CA 92660 94926xxxx4
Edward Jones 2842 E Chapman Ave, Orange, CA 92869 71463xxxx1 a.j*********@e**********.com 85136
Clay Northam Wealth Management 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56279xxxx7 bcl**@c**********.com
Integrity Financial Advisory 10101 Slater Ave Ste 250, Fountain Valley, CA 92708
71437xxxx8 adm**@i**********.com
Securities America Inc 1300 N Bristol St Ste 285, Newport Beach, CA 92660
94975xxxx0 aad********@s****************.com
Alpha Cubed Investments 450 Newport Center Dr Ste 440, Newport Beach, CA 92660
94970xxxx3 alp**@a********************.com
Epic Enterprises LLC 15541 Computer Ln, Huntington Beach, CA 92649 71490xxxx9
Surf City Investors, LLC P.O. Box 6093, Huntingtn Bch, CA 92615
94968xxxx7 gab*@s****************.com
Woodbury Financial Services 3070 Bristol St. Suite 500, Costa Mesa, CA 92626
94920xxxx4 bre**@j**********.com
DJ O.G Live 3 Telegraph Rd 200, Santa Fe Springs, CA 90670
56238xxxx2 dj.********@g****.com 5 2 367 377
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
Edward Jones 311 Main St, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 85136
CIBC Private Wealth Management 4695 Macarthur Ct, Newport Beach, CA 92660
94988xxxx0 alb***********@c***.com 2118 2200
Perla Capital Group 4 Park Plz Ste 1240, Irvine, CA 92614 94925xxxx7
Asset Management 720 S Euclid St Anaheim, CA 92802 71499xxxx2
Orange County Investment Group 10540 Talbert Ave # 270W, Fountain Valley, CA 92708
71496xxxx8
Jiy Investment 1120 W La Palma Ave Ste 3 Anaheim, CA 92801 71477xxxx7
Set Sail Insurance Group Huntington Beach, CA 92648
56281xxxx9 baf*****************************@s*****.wixpress 5 6 5 5 38
Sunlan Corporation 8102 E Santa Cruz Ave, Orange, CA 92869
71428xxxx4
Allen & Caron Inc 2151 Michelson Dr Ste 120, Irvine, CA 92612
94947xxxx0 and***@a*********.com
TransGlobal Holding Company 10868 Garden Grove Blvd, Garden Grove, CA 92843
62644xxxx8 abd************@t************.com 5 9 3179 4100
Buffalo Capital Corporation 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx9 jdo*@b*************.com
Jeff Nero - Edward Jones 3230 E Imperial Hwy Ste 175 Brea, CA 92821
71499xxxx4 a.j*********@e**********.com 5 2
Ministry Partners Investment Company, LLC 1 Pointe Dr Suite 205, Brea, CA 92821
80075xxxx2 bil*********@m***************.org 3 2
Special Asset Management 5661 Beach Blvd, Buena Park, CA 90621 94949xxxx3
Cintia Diamond Consulting LLC 1651 E 4th St Ste 225 Santa Ana, CA 92701
94920xxxx6 inf*@c**********************.com 5 2
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 25
Global Investment Solutions 1300 N Bristol St Ste 200, Newport Beach, CA 92660
94966xxxx0 ski******@e********.net
David Tipple-Financial Advisor 12976 Main St, Garden Grove, CA 92840
71446xxxx4 aab****@b************.com 12 40840 176 41000
Jose Quintanilla - Financial Advisor, Ameriprise Financial Services 2801 E Spring St Ste 255, Long Beach, CA 90806
31049xxxx3 can***********@a***.com 89
Edward Jones 180 E Main St, Tustin, CA 92780
71457xxxx9 a.j*********@e**********.com 85136
World Financial Group 1835 W Orangewood Ave Orange, CA 92868 1.6 14
DWIGHT Wealth Management 3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806
56225xxxx5 cf2*************************************@w*****************.com
Buckingham Investments 320 Pine Ave Ste 609, Long Beach, CA 90802
56262xxxx0 alh*********@b********************.com 507 6 534
Chi Luu - First Financial Security 2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704
71468xxxx2 chi*@f***********.com 5 2 5 18
Rennie & Associates 1608 Galaxy Dr, Newport Beach, CA 92660 94965xxxx2
Equico 575 Anton Blvd Ste 1100, Costa Mesa, CA 92626 71432xxxx0
Insight Investment 600 City Pkwy W Ste 500 Orange, CA 92868 71493xxxx0
TNL Car Title Loans 710 S Brookhurst St Ste J, Anaheim, CA 92804
65722xxxx0 3ce*************************************@w*****************.com
Level Four Group 1920 Main St Ste 1090, Irvine, CA 92614 94977xxxx1 aha***@l*****************.com
Torrance Investment Management 13601 Whittier Blvd, Whittier, CA 90605 56269xxxx0
Sperry Van Ness 18881 Von Karman Ave Ste 800, Irvine, CA 92612
94970xxxx0 aar********@s**.com 1207 5
ICA Residency Program- Options Investment 10872 Westminster Ave, Garden Grove, CA 92843 71491xxxx7
Sage Mint Wealth 2600 Michelson Dr Ste 950 Irvine, CA 92612
71493xxxx0 inf*@s*************.com 5 1
Davis Group 5848 E Naples Plz, Long Beach, CA 90803 56259xxxx5
Investment Properties II 3146 Red Hill Ave, Costa Mesa, CA 92626
71497xxxx0 bfe******@i*******************.com
Trilogy Financial Services Inc. 2601 Main St Ste 200, Irvine, CA 92614
94922xxxx5 adm**@t********.com
Chariots Empire Investments, Inc. 2030 Main St, Irvine, CA 92614 87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa 790 The City Dr S Ste 430, Orange, CA 92868 71446xxxx6
Capital Investment Advisers 3780 Kilroy Airport Way Ste 320 Long Beach, CA 90806
56242xxxx9 amy********@c*********.com 5 1
Principal Planning Service 194 Marina Dr Ste 202 Long Beach, CA 90803
56259xxxx0 pqp******@e********.net
Yhc Wealth Management Group 18396 Brookhurst St, Fountain Valley, CA 92708
71496xxxx0 pgb******@w******************.com 199 5 205
Millennium Brokerage Group 2670 N Main St Ste 240 Santa Ana, CA 92705 71456xxxx1
Integrative Financial Management - Ameriprise Financial Services 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx2 bri***********@a***.com 73 77
Morgan Stanley 1901 Main St, Irvine, CA 92614
94980xxxx1 a.c******@p********.com 113356 3087 131000
Capital Reserve Advisors Inc 5015 Birch St, Newport Beach, CA 92660 94975xxxx9
A.J. Morgan & Company 8315 Beverly Blvd Ste 100 Los Angeles, CA 90048
32365xxxx4 c18*****************************@s*****.wixpress 3.8 13
Henry, Daniel S 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx8
Edward Jones - Financial Advisor: Brian K Clark 1467 N Wanda Rd Ste 175, Orange, CA 92867
71494xxxx3 a.j*********@e**********.com 85274
Strategic Financial Group 18191 Von Karman Ave Ste 100, Irvine, CA 92612 94962xxxx0
Financial Growth Management Inc 1421 N Wanda Rd, Orange, CA 92867
71463xxxx4 3d5*************************************@w*****************.com
Amen Investment Enterprises, Inc. 7439 La Palma Ave Ste 557, Buena Park, CA 90620 56266xxxx7
Yosemite Capital Management 5120 Birch St Suite 100, Newport Beach, CA 92660
71473xxxx0 aan*****@y**************.com
Des Financial Group 3000 E Birch St, Brea, CA 92821
71457xxxx0 dsw***@d****************.com
Robert M. Densmore 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660 94962xxxx9
Halbrook MacDonald Wealth Management Team 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 rbc*********@r**.com
Synergistic Investments, LLC 13337 S St Ste 345 Cerritos, CA 90703
32341xxxx1 4 1
Edward Jones - Financial Advisor: Markus Wong 250 Newport Center Dr Ste 206, Newport Beach, CA 92660
94964xxxx0 a.j*********@e**********.com 72 74
Judy Kim - Financial Advisor, Ameriprise Financial Services 780 Roosevelt Ste 214, Irvine, CA 92620
90939xxxx9 cam**********@a***.com 15
Stamper Capital & Investments Inc 2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625
94967xxxx7 sep**********************@r************.com
Edward Jones - Financial Advisor: Skyler A Christensen 3 Pointe Dr Ste 207, Brea, CA 92821
71467xxxx5 a.j*********@e**********.com 87384 100000
Legacy investments 2320 Harbor Blvd # 200, Costa Mesa, CA 92626 88861xxxx1
Yosemite Capital Mangagement 17822 17th St, Tustin, CA 92780
71473xxxx0
Delta Global Advisors 17011 Beach Blvd Ste 510 Huntington Beach, CA 92647 71484xxxx4
Mortgage Vintage 260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660
94963xxxx5 daw*@m**************.com 4.6 17
Royal Alliance Assoc Inc 12377 Lewis St Ste 102, Garden Grove, CA 92840 71475xxxx9
The Davis Group 6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803 56259xxxx5
Palma Investments, Inc. 71475xxxx2
Nuveen Investments 1 Park Plz Ste 325, Irvine, CA 92614
94944xxxx0 aar*************@n*****.com 1812 2000
Investor Financial Services 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Denis Doulgeropoulos - Mass Mutual 2020 Main St Ste 1200 Irvine, CA 92614
76065xxxx0 DDo************@f*************.com 5 1 136 141
Kodiak Capital Group 260 Newport Center Dr Newport Beach, CA 92660
94943xxxx0 inv********@k**********.com
Quintessential Financial 2372 SE Bristol St Ste C Newport Beach, CA 92660
94977xxxx5 inf*@m************.com 6 5 1 4.6 153 69126 796 68000
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 bra*************@a***.com 161 165
TransGlobal 500 Technology Dr Ste 300 Irvine, CA 92618
62644xxxx8 ang******@t************.com 5 9 3179 4100
Cooke & Wealth Management 1811 E Garry Ave, Santa Ana, CA 92705
94972xxxx0 cwm@c******.com
Edward Jones - Financial Advisor: Mike Borgman 18200 Von Karman Ave, Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 1
Elite Financial Network Inc 7561 Center Ave unit 17, Huntington Beach, CA 92647
86656xxxx2 cai****@e********************.com 5 1 204 8 208
Titans Capital Equity Group 500 N State College Blvd Ste 1100 Orange, CA 92868
87723xxxx0
Le Baron Investments 2020 E Orangethorpe Ave, Fullerton, CA 92831 71468xxxx2
Kaz Investment Management 14712 Franklin Ave, Tustin, CA 92780 71441xxxx7
Cobalt Unlimited 10055 Slater Ave Ste 260 Fountain Valley, CA 92708
71489xxxx0 mel****@c****************.com 5 2 219 3 214
Warren Street Wealth Advisors 4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660
65750xxxx5 bla**@w*****************.com 5 17
Green Street Advisors 660 Newport Center Dr Ste 800, Newport Beach, CA 92660
94999xxxx0
Advisor Solution's Group Inc 1300 Bristol St N Ste 100, Newport Beach, CA 92660
94925xxxx5 ccu****@a********************.com
Ministry Partners Investments Co 915 W Imperial Hwy, Brea, CA 92821
71478xxxx1 bil*********@m***************.org
Ameriprise Financial Advisors 500 N State College Blvd Ste 415 Orange, CA 92868 71445xxxx6
CBM Wealth Management - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx6 abc*******@u**.com
Morgan Stanley 2677 N Main St, Santa Ana, CA 92705
71483xxxx1 adm**@b*******.com
Saint Investment Group Inc. 555 Anton Blvd Suite 225, Costa Mesa, CA 92626 71433xxxx0
Kostichuk Steve 15355 Brookhurst St, Westminster, CA 92683 71483xxxx9
Lea Inouye - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx8 dns*****@a***.com
Gerber Kawasaki Wealth & Investment Management 2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405
42456xxxx0 a18*****************************@s*****.wixpress 4.6 138 4.8 198
Karl H Romero & Associates, Inc 1585 E 17th St Santa Ana, CA 92705
71454xxxx7 kar***********@w**********.com
Greenberg Graham Advisors 575 Anton Blvd, Costa Mesa, CA 92626 71443xxxx0 jgr****@g*********.com
United Financial Services 500 N State College Blvd Ste 1100 Orange, CA 92868
71491xxxx1
Wohl Investment Co 14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94970xxxx0 *re*@w*************.com
Mellow & Axel Wealth Management Group - UBS Financial Services Inc. 3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740
56234xxxx0 abc*******@u**.com
Meridian Capital Management 3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740 56259xxxx0
Flagstar Bank 949 S Coast Dr Ste 100, Costa Mesa, CA 92626
71454xxxx0 aar********@f*******.com
Klk Capital Management 2010 Main St, Irvine, CA 92614
94937xxxx8 aca*****************@a******.com
Premier Tax CFO 1661 E Chapman Ave Ste 2a, Fullerton, CA 92831 71487xxxx2 5 1
C3 Private Wealth Advisors - Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 c3p********************@a***.com
Check Capital Management 575 Anton Blvd # 500, Costa Mesa, CA 92626
80071xxxx7 aeb*****@c***********.com 4.6 18
Newport Advisory 4695 Macarthur Ct, Newport Beach, CA 92660
94962xxxx0 aj@n**************.com
Powers Capital Investments Inc 8141 E Kaiser Blvd Ste 300, Anaheim, CA 92808
71428xxxx6 aba*****@s*****.com
American Healthcare REIT, Inc 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 inf*@a******.com
NSK Asset Management Inc 20732 Seine Ave, Lakewood, CA 90715 56240xxxx2
J & E Brothers Investments LLC 7861 Clay Ave 9, Huntington Beach, CA 92648
71442xxxx8 abc***@m****.com
Brent Rupnow - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx9 bre*********@a***.com
Dynamic Firm Management 4570 Campus Dr, Newport Beach, CA 92660
71497xxxx0 mcc**@d**********.com
Good Life Financial Management 16842 Von Karman Ave, Irvine, CA 92606 94923xxxx7
Ajilon 4675 Macarthur Ct Ste 470, Newport Beach, CA 92660 94995xxxx4
Mitchell Capital Management Inc 3187 Airway Ave, Costa Mesa, CA 92626 71443xxxx2 dgo****@g***************.com
Edward Jones - Financial Advisor: Gregory A Taylor 4010 Watson Plaza Dr, Lakewood, CA 90712
56242xxxx8 a.j*********@e**********.com
Edward Jones 4195 N Viking Way Ste 110, Long Beach, CA 90808
56242xxxx8 a.j*********@e**********.com
Edward Jones - Financial Advisor: Anna Li Castro 15739 Imperial Hwy La Mirada, CA 90638
56294xxxx7 a.j*********@e**********.com
American Gateaway Regional Centers LLC 930 roosevelt DR Ste 325, Irvine, CA 92620 71430xxxx1
Orange Capital Management 333 S Anita Dr Ste 700, Orange, CA 92868
71463xxxx1 bry**@o**********************.com
Paul Lieu - Calton & Associates 15061 Springdale St Ste 107 Huntington Beach, CA 92649
71446xxxx6
Property Management Irvine 2010 Main St, Irvine, CA 92614 71467xxxx8
Mike Tran - World Financial Group 10055 Slater Ave Ste 214 Fountain Valley, CA 92708
71446xxxx8 dns******@a*******.com
Global Investment Management 9602 Hamilton Ave, Huntington Beach, CA 92646 71496xxxx7
First American Trust 5 First American Way, Santa Ana, CA 92707
71464xxxx7 acc**********@f******.com 3.2 5 5257 5800 5 1
Apex Financial Services Group 500 N State College Blvd Suite #1100, Orange, CA 92868
71491xxxx6 adm**@a******.com 4 4
Birch Capital 5000 Birch St Ste 3000, Newport Beach, CA 92660
88838xxxx7 ale*@b*******.com
Gardena Financial 1516 W Redondo Beach Blvd, Gardena, CA 90247
42499xxxx9 4.8 35 4.7 159 45
Edward Jones - Financial Advisor: Felicia Y Gonzalez 5855 E Naples Plz Ste 100, Long Beach, CA 90803 56243xxxx1
David Thompson - RBC Wealth Management Branch Director 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Newport Beach Investment Group LLC 23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660
94990xxxx8
Cerritos Garp 12741 Towne Center Dr, Cerritos, CA 90703 56280xxxx0 4.2 132
H Roark Investment Banking Inc. 4750 Von Karman Ave, Newport Beach, CA 92660 94925xxxx5
Vincent Lovoy 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx4 acc************@f************.com
Edward Jones 13001 Seal Beach Blvd, Seal Beach, CA 90740
56259xxxx2 a.j*********@e**********.com 147
Neuberger Berman 620 Newport Center Dr Ste 250, Newport Beach, CA 92660
94946xxxx0 abc***@n*.com
Crossroads Planning, LLC 765 The City Dr S Ste 390, Orange, CA 92868
71489xxxx8 bra*********@c******************.com 5 14 266 68
Clearview Wealth Management, LLC 4 Venture suite 120, Irvine, CA 92618
94933xxxx4 abd******@c***********.com 5 2 108
Edward Jones - Financial Advisor: Stephanie Bartels 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740
56243xxxx6 a.j*********@e**********.com
Salout Insurance Solutions 15520 Rockfield Blvd Ste G Irvine, CA 92618
71431xxxx9 5 6
OC Financial Group 134 Liberty St, Tustin, CA 92782
94937xxxx4 joh*@o***************.com
M 2 Investment Advisor 11770 Warner Ave Ste 112 Fountain Valley, CA 92708 71424xxxx1
Conqueror Unlimited 313 W Cerritos Ave, Anaheim, CA 92805 71422xxxx4
Lighthouse Financial Services Inc 3000 E Birch St Ste 107, Brea, CA 92821
71457xxxx0 con****@l*************.com
Maxim Capitol Advisors Inc 4695 Macarthur Ct, Newport Beach, CA 92660
94975xxxx3 ant****@c******************.net
SeaCliff Realty, Inc. 2130 Main St Ste 150, Huntington Beach, CA 92648 71486xxxx1
Edward Jones - Financial Advisor: Nathan Kieu 19742 Macarthur Blvd, Irvine, CA 92612
94972xxxx8 a.j*********@e**********.com 87631 100000
Bradstreet Investment Co. 121 Agate Ave, Newport Beach, CA 92662 94972xxxx2
Scottrade - Online Trading & Stock 13209 Jamboree Rd, Tustin, CA 92782
71466xxxx2 dns*****@s*****.com
Tremont Realty Capital 1786 Orange Ave, Costa Mesa, CA 92627 94921xxxx0
LRES Corporation 765 The City Dr S, Orange, CA 92868
71452xxxx7 ada*@l***.com
Pearlman Industries 1422 S Allec St Anaheim, CA 92805 71468xxxx0
Wealth Management Services Inc 15771 Grey Oaks St, Westminster, CA 92683
71479xxxx9 inf*@w****.com
Edward Jones - Financial Advisor: Trisha M Braunstein 3621 Harbor Blvd Ste 140, Santa Ana, CA 92704
94963xxxx1 a.j*********@e**********.com 48 91
Allstate Personal Financial Representative: Jose Villasenor 10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720
56268xxxx4 a****00@a*******.com
Financial Services Industry 901 S Bristol St B762 Santa Ana, CA 92703 71464xxxx9
Skyhill Financial, Inc 5762 Bolsa Ave, Huntington Beach, CA 92649
71465xxxx8 bra******@s***************.com
AV Investment & Consultant Group 1926 W 17th St Santa Ana, CA 92706
71474xxxx9 avd****@g****.com
American Funds 6455 Irvine Center Dr, Irvine, CA 92618
94997xxxx0 afi*******@a************.com 3.9 18 170891 185000
ProNova Partners 9465 W Garden Grove Blvd #100, Garden Grove, CA 92841
83377xxxx2 and****@p**************.com 3 56
Remedios Manzanilla Inc 11428 Artesia Blvd, Artesia, CA 90701 56286xxxx8
Sound Equity 2099 S State College Blvd Ste 330 Anaheim, CA 92806
88849xxxx0 cla***@s**********.com
Lifestyle Financial Services 4675 Macarthur Ct, Newport Beach, CA 92660
94983xxxx3 aar*********@s******.com 9472 9500
Marion Consulting 1604 E 4th St Ste A, Santa Ana, CA 92701
71424xxxx4 aga****@k************.com
Money Management Resources Inc 1200 N Main St Ste 820, Santa Ana, CA 92701 71497xxxx8
First Command Financial Advisor - Joe Knutsen 12419 Lewis St Ste 104, Garden Grove, CA 92840
71470xxxx0 ban*****@f***********.com 58 3 61
Western Investment Corp 620 W Orangewood Ave, Anaheim, CA 92802 71497xxxx0 aa@w************.com 3.5 374
Edward Jones - Financial Advisor: Jaime A. Torres 7755 Center Ave Ste 1010, Huntington Beach, CA 92647 71490xxxx6
Tu Tran Cfp 17822 17th St, Tustin, CA 92780 71473xxxx1
Mark Elliott - RBC Wealth Management Financial Advisor 3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740
56279xxxx4 mar*********@r**.com
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS™|CRPC™ 18837 Brookhurst St Ste 205, Fountain Valley, CA 92708
71496xxxx4 a.j*********@e**********.com 87384 100000
Cano Wealth Management, Inc. 1100 Town and Country Rd Suite 1250, Orange, CA 92868
71449xxxx4
Allstate Personal Financial Representative: Elias Dafesh 401 S Euclid St, Anaheim, CA 92802
56276xxxx7 a****00@a*******.com
Natalie Rose Financial 13117 Philadelphia St Whittier, CA 90601
62678xxxx9 18 5 7
Online Trading Academy 17780 Fitch Ste 200 Irvine, CA 92614
88843xxxx2 abi*@t*************.com 3.9 132 109528 203 117000
Allen Investment Management 5437 E Avenida Palmar, Orange, CA 92869 71474xxxx0
Catanzarite & Co 2331 W Lincoln Ave Frnt Anaheim, CA 92801 71475xxxx4 3 2
Self Directed IRA Corp 1150 Main St Ste E Irvine, CA 92614
94974xxxx4
Tommy Mai Financial 8201 Westminster Blvd Ste 202 Westminster, CA 92683
71498xxxx9
Wells Fargo Private Bank 5 Park Plz, Irvine, CA 92614
94925xxxx6 aar**********@w*********.com 155184 11
Stock Traders 16152 Beach Blvd Huntington Beach, CA 92647 71437xxxx8
IRA Source, LLC 100 Oceangate, Long Beach, CA 90802 56254xxxx6
E*TRADE 1901 Main St Fl 7 Irvine, CA 92614
86678xxxx3 adv************@e*****.com 1.4 14 166296 170000
Ameriprise Financial Advisors 101 Main St Ste 220 Huntington Beach, CA 92648 71453xxxx4 5 1
Johny Makhijani - Financial Advisor, Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx2 dns*****@a***.com 117 125
Edward Jones - Financial Advisor: Tom Choi 2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625
94964xxxx6 a.j*********@e**********.com 87631 100000
Edward Jones - Financial Advisor: Gabriel Choo 3111 N Tustin St Ste 190, Orange, CA 92865
71463xxxx0 a.j*********@e**********.com 87630 100000
McGregor Financial Group Inc 19762 Macarthur Blvd, Irvine, CA 92612 94972xxxx8
Number 1 Business Brokers Anaheim, CA 92807 71477xxxx7
Edward Jones - Financial Advisor: Bob Josten 307 Marine Ave, Newport Beach, CA 92662
94972xxxx7 a.j*********@e**********.com 87631 100000
Morgan Stanley Financial Advisors 2677 N Main St # 1000, Santa Ana, CA 92705
71483xxxx1 acc**********@m************.com 3.5 2
Edward Jones 505 S Villa Real Ste 201, Anaheim, CA 92807 71463xxxx8
ArdentOne Financial 3707 W Garden Grove Blvd, Orange, CA 92868
71474xxxx8 joh*@a********.com
Edward Jones - Financial Advisor: Michael R Long 18002 Irvine Blvd Ste 102, Tustin, CA 92780
71468xxxx1 acc**********@e**********.com 86230 96000
Falcon Wealth Planning 2030 Main St Fl 13 Irvine, CA 92614
85596xxxx6 cca*****@f*******************.com
Linco Investment Company 1107 Quail St, Newport Beach, CA 92660 94922xxxx0
Garden Grove Finance Department 11222 Acacia Pkwy, Garden Grove, CA 92840
71474xxxx0 acc************@g*****.org 16494 19000
Labarthe, Jeff 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2
Steven Vant - Financial Advisor, Ameriprise Financial Services 3711 Long Beach Blvd Ste 1015, Long Beach, CA 90807
56272xxxx6 dns*****@a***.com
Mischler Financial Group Inc 1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625
94972xxxx0 agu*******@m****************.com 5 5 89
Pence Wealth Management - Financial Advisors 5000 Birch St #8000, Newport Beach, CA 92660
94966xxxx7 aay************@l**.com 5 1 1234 37 1312
The KFK Group 4000 Barranca Pkwy Ste 250 Irvine, CA 92604
94926xxxx3 ern***@t**********.com
Edward Jones 2540 Main St Ste W, Irvine, CA 92614 94986xxxx6
Online California Title Loans 110 E Wilshire Ave, Fullerton, CA 92832 65722xxxx2
Cooke Wealth Management 18881 Von Karman Ave Ste 1420 Irvine, CA 92612
94972xxxx0 coo********@c*************.com 5 2
CMF Real Estate Capital Group 3350 E 7th St Ste 434 Long Beach, CA 90804
56276xxxx9 joh*@c**************.com 4.9 19 5 4
Cravitz Financial & Insurance Solutions 500 N State College Blvd Suite #1100, Orange, CA 92868
71446xxxx5 rya*@c***************.com 5 1
One Stop Financial Services 12093 Brookhurst St Garden Grove, CA 92840 71459xxxx8
Edward Jones - Financial Advisor: Sam Dickinson 15111 Whittier Blvd Ste 380, Whittier, CA 90603
56294xxxx7 a.j*********@e**********.com 87384 100000
Quan Financial 1011 Brioso Dr Ste 109 Costa Mesa, CA 92627
cha*@q************.com 5 1 5 1 54 7 53
Sse Investments Inc 1328 W 19th St, Long Beach, CA 90810
56243xxxx9 c18*****************************@s*****.wixpress
ING 1211 N Broadway Santa Ana, CA 92701
71469xxxx4
Edward Jones - Financial Advisor: Will Fetter, CEPA®|AAMS™ 2582 N Santiago Blvd Ste B, Orange, CA 92867
71460xxxx0 a.j*********@e**********.com 87630 100000
Advanced Planning Group 4770 Campus Dr, Newport Beach, CA 92660
95177xxxx3 ada*@t*********.org 51 9
Martin Commercial Grp 1360 Ritchey St, Santa Ana, CA 92705
71454xxxx0 ela*********@m****.com
Warland Investment Cypress, CA 90630 71423xxxx0 1 1
Financial Managers Jmb 43 Corporate Park Ste 104, Irvine, CA 92606
94925xxxx4 jac********@c*************.com
Crescent Bay Advisors, Inc. 2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625
94971xxxx7 inf*@c******************.com
American Express 9261 Krepp Dr, Huntington Beach, CA 92646 71496xxxx0 aar**@a**************.com 898016
Griffin Capital Securities 18191 Von Karman Ave, Irvine, CA 92612
94927xxxx0 ada*@g*************.com
Edward Jones - Financial Advisor: Nick Garl 6378 E Santa Ana Canyon Rd Anaheim, CA 92807
71468xxxx1 a.j*********@e**********.com 141 6 140
Stifel 895 Dove St Ste 400, Newport Beach, CA 92660
94925xxxx4 abb****@s*****.com 4756 5200
Edward Jones - Financial Advisor: Sean Payne 13001 Seal Beach Blvd Ste 200 Seal Beach, CA 90740
56259xxxx2 a.j*********@e**********.com 4 4 149 153
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA® 1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626
71443xxxx4 a.j*********@e**********.com 278 3 286
Pacific Advisors 1525 E Chapman Ave, Fullerton, CA 92831
71460xxxx9 dom*********@g***.com
Frontier Investment 17992 Cowan, Irvine, CA 92614 94972xxxx0
Askew Kabala & Co. Inc. 242 W Main St, Tustin, CA 92780 71450xxxx0 con****@a**********.com
Row Asset Management 450 Newport Center Dr, Newport Beach, CA 92660
94947xxxx1 ak@r****.com
Financial Network Investment Corporation 2440 N Glassell St Ste U, Orange, CA 92865 71497xxxx7
Coastland Investment Properties, Inc. 16892 Bolsa Chica St., Suite #203, Huntington Beach, CA 92649 71462xxxx1
MAP Alternative Asset Management Co 620 Newport Center Dr Ste 1100, Newport Beach, CA 92660 94970xxxx0
Spectrum Asset Management Inc. 450 Newport Center Dr, Newport Beach, CA 92660
94995xxxx1 ach***@m*********.com 166767 126 187000
Triton Investment Advisors 18672 Florida St Ste 202B, Huntington Beach, CA 92648 71437xxxx0
Warland Investments 11155 Knott Ave Ste J Cypress, CA 90630
71489xxxx8 a.p*********@p**********.com 1 1 4.7 834 18891 1256 19000
Financial Growth Management, Inc. 17871 Santiago Blvd #224, Villa Park, CA 92861 71424xxxx0
Pure Financial Advisors 2020 Main St Ste 690 Irvine, CA 92614
94977xxxx0 abb********@p************.com 1667 1700
Signature Estates and Investment Advisors 2010 Main St, Irvine, CA 92614
94970xxxx8 adm**@s***.com
Investor Solutions Group 18377 Beach Blvd Ste 323, Huntington Beach, CA 92648
71484xxxx5
Affinity Investment Advisors 18111 Von Karman Ave Ste 550, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services 2020 Main St Ste 250, Irvine, CA 92614
94933xxxx0 dns*****@a***.com
Bryson Financial 3777 Long Beach Blvd, Long Beach, CA 90807
56238xxxx1 ala**@b**************.com 5 7 737 256 737
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. 9870 Research Dr Irvine, CA 92618
94971xxxx0 bbo***@d******************.com 4.2 6
Sellabusiness.Com Anaheim, CA 92807
71469xxxx3 gra**@s************.com
DTS Financial SVC-Acctg Firm 1007 W La Palma Ave, Anaheim, CA 92801 71463xxxx3
Raymond James Financial Services - W. Craig Walker, Cfp(r) 305 N Harbor Blvd Ste 216, Fullerton, CA 92832 71444xxxx0
One Stop Realty & Financial 14351 Euclid St Ste 1S Garden Grove, CA 92843 71465xxxx1 5 14 4.6 22
Edward Jones - Financial Advisor: Jason Jiang 18200 Von Karman Ave Ste 560 Irvine, CA 92612
94975xxxx3 a.j*********@e**********.com 5 2
Barbara Stowell: LPL Financial Advisor 9550 Warner Ave Ste 300, Fountain Valley, CA 92708
71496xxxx0 ahe*******@i**********.com 5 1
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Morgan Stanley Wealth Management 555 Pointe Dr, Brea, CA 92821 71499xxxx0
Swick Lam Assett Management 940 S Coast Dr, Costa Mesa, CA 92626 71485xxxx0
Fidelity Investments 1600 Newport Center Dr Ste 100 Newport Beach, CA 92660
80036xxxx0 a61****@f*******.com 4 1 329254 353000
First Command 12419 Lewis St #104, Garden Grove, CA 92840
71470xxxx0 abe***@f***********.com 5 46 7379 213 7600
Reddemann Thomas M Cfp 333 S Anita Dr Ste 625 Orange, CA 92868 71493xxxx2
Warland Investments 5740 Warland Dr, Cypress, CA 90630 56259xxxx3
Crossmark Financial 1601 Dove St Ste 199, Newport Beach, CA 92660
94944xxxx0 bry**@c*****************.com
Sanjay and Amrit Mathur 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx1 amr*********@r**.com
SageView Advisory Group 1920 Main St Ste 800, Irvine, CA 92614
80081xxxx2 ach**@s***************.com 150 6 158
Applied Financial Planning 100 Pacifica Ste 400 Irvine, CA 92618
71492xxxx0 inf*@a***********.com 4 9 264 17 265
Jay DeRusso 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx8 acc************@f************.com
Confluence Wealth Management Group - Ameriprise Financial Services 12842 Valley View St Ste 104, Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com 16 15 20
Tyler James Pace, CPA, MAFM 3000 Ladrillo Aisle, Irvine, CA 92606 94942xxxx5
John Stokes Financial 2030 Main St Ste 1300 Irvine, CA 92614
94947xxxx5 ala**@j******************.com 3.8 4
South Coast Wealth Management 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx7
Peters Investment Management 4332 W Cerritos Ave # 102, Los Alamitos, CA 90720
71482xxxx0 nat***********@y****.com 5 1
Access Inc 19762 Macarthur Blvd, Irvine, CA 92612 94975xxxx0
Reliant Financial 2575 W Woodland Dr Anaheim, CA 92801 71482xxxx0 1 4
R.A.I. Wealth Management 151 N Kraemer Blvd #105, Placentia, CA 92870
71444xxxx6 gt@r****.com 5 1 27 28
Terrada Investment Corp 4940 Campus Dr Ste C, Newport Beach, CA 92660 94975xxxx0
Needleman Asset Management 1301 Dove St, Newport Beach, CA 92660
94938xxxx0 ach***@m*********.com
SoCal Financial Planning 2552 Walnut Ave Ste 145 Tustin, CA 92780
94937xxxx4 5 1
APEX Investment Planning Services 424 32nd St Ste A, Newport Beach, CA 92663
94966xxxx0 bai****@b*******.com
Diversified Real Property Management 180 E Main St Ste 101, Tustin, CA 92780
71454xxxx5 ahm**@d********.com
Unique Investment Corps 7028 Kearny Dr, Huntington Beach, CA 92648
71484xxxx0 inf*@u*************.com
Amchamp 1802 Holly Tree Ln, Santa Ana, CA 92705 90926xxxx1
Charles Fish Investments 2010 Main St Ste 130, Irvine, CA 92614 94929xxxx0
Liberty Capital Management 1811 E Garry Ave, Santa Ana, CA 92705
94972xxxx8 agr****@l****************.com 5 4
Warren Street Wealth Advisors, LLC 4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660
71487xxxx0 car****@w*****************.com 5 15
Owen Zhang - OZ Wealth Management 530 Technology Dr Ste 100 Irvine, CA 92618
94952xxxx3 zha*********@g****.com 5 19
Trustee Corp 30 Corporate Park Ste 400, Irvine, CA 92606
94925xxxx0 abu****@t***********.com 5 7 245 15 245
Raymond James 14102 Montgomery Dr, Westminster, CA 92683
71489xxxx3 aar************@r***********.com
Veterans Financial Group 765 The City Dr S Ste 390 Orange, CA 92868
71478xxxx2 5 11 5 1
Ju Ding USA 3230 E Imperial Hwy, Brea, CA 92821 71464xxxx6
Hollencrest Securities 3501 Jamboree Rd, Newport Beach, CA 92660
94973xxxx5 ac@h**********.com
MJF Financial 13001 Seal Beach Blvd Ste#240, Seal Beach, CA 90740
56259xxxx0 b.b******@l**.com 5 2
California Private Wealth Management 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 94921xxxx9
Asset Management 417 S Broadway, Santa Ana, CA 92701 94928xxxx9
AMIP Lending 3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740 56273xxxx5
Fair Trade Real Estate 5 Park Plz Ste 1150, Irvine, CA 92614
94997xxxx8 a30*************************************@w*****************.com 5 15 871 85 981
Clearview Investment Partners 250 Newport Center Dr Ste 300, Newport Beach, CA 92660 94920xxxx0 fir**@c******.com
Mjd Investment Co. 580 W Lambert Rd Ste E, Brea, CA 92821 71452xxxx3
Sol Terra Estates & Lending Inc. 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660
94962xxxx5 geo***@s**************.com 363 7 354
Wealth Strategies Group 950 S Coast Dr Ste 115, Costa Mesa, CA 92626
71438xxxx0 inf*@w********************.com 16 18
Raymond James Financial Services 3444 E Anaheim St, Long Beach, CA 90804
56273xxxx5 aar************@r***********.com
Wirth Financial Services 17941 Mitchell S, Irvine, CA 92614
94985xxxx5 joh*@t********.com 5 2
Triad Investment Management 1301 Dove St Suite 1080, Newport Beach, CA 92660
94967xxxx1 con****@t******.com 3.7 3
Soojinda Investment Management 7475 La Palma Ave, Buena Park, CA 90620 71452xxxx5
ClearPath Financial and Insurance Solutions 1100 Town And Country Rd Ste 1250 Orange , CA 92868
95125xxxx6 ada*******@c**********.net 5 2 76
Cerritos Garp 12831 Towne Center Dr, Cerritos, CA 90703 56286xxxx3 aar**@p************.com 4.4 377
PruVise, Inc 4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660
94979xxxx4 leg**@c************.com 5 1
WILWIN INVESTMENT LLC 13892 Harbor Blvd STE 4B, Garden Grove, CA 92843 71426xxxx4
South Coast Real Estate & Property Management 2915 Red Hill Ave, Costa Mesa, CA 92626
71454xxxx0 hel**@s*************************.com
Unique Property Management 950 S Coast Dr, Costa Mesa, CA 92626
71484xxxx0 upm@u*************.com
Edward Jones - Financial Advisor: Felicia Y Gonzalez 5150 E Pacific Coast Hwy Ste 330, Long Beach, CA 90804 56296xxxx4 a.j*********@e**********.com 85136 76
Gary’s Hsu CPA Cfp 172 N Tustin St Ste 101 Orange, CA 92867 71499xxxx1 5 1
Tina Chou - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx0 dan***********@a***.com
Affinity Investment Advisors 18191 Von Karman Ave Ste 420, Irvine, CA 92612
94966xxxx3 ale*******@a*****************.com
Robert Breen - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614 94966xxxx8 and*****************@f*******.com 61
Whittier Trust 4695 Macarthur Ct, Newport Beach, CA 92660
71454xxxx0 bfi****@w************.com
Kremer Co 260 Newport Center Dr, Newport Beach, CA 92660 94975xxxx2
Securities America Inc 2543 E Denise Ave, Orange, CA 92867
71499xxxx6 aad********@s****************.com
Pacific Financial Plaza 880 Newport Center Dr, Newport Beach, CA 92660
94972xxxx0 jan*****@i******************.com 1307
Kyoto National 9938 Bolsa Ave Westminster, CA 92683 71477xxxx1
Investment Brokerage 2721 E Coast Hwy, Corona Del Mar, CA 92625 94956xxxx1
Belarte Real Estate 11770 Warner Ave Ste 113, Fountain Valley, CA 92708 71448xxxx4
C F G Investments 17220 Newhope St Ste 224, Fountain Valley, CA 92708 71455xxxx0
Hsu Investment Company 1491 Santa Fe Dr, Tustin, CA 92780 71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard 17822 17th St Ste 405, Tustin, CA 92780 71483xxxx6
Noble Tax Specialists 4299 MacArthur Ste 100 Newport Beach, CA 92660
88827xxxx8 aj@n******.com 4.3 6 2
Edward Jones 3916 Atlantic Ave, Long Beach, CA 90807 56298xxxx2
Viking International Investment Real Estate Financial Services 4570 Campus Dr Ste 35, Newport Beach, CA 92660
94925xxxx0 abr****@v***********.com 351 355
Retirement Planning Newport Beach | Miramontes Capital 4701 Teller Ave, Newport Beach, CA 92660
94940xxxx0 ang**********@m****************.com 5 25
Triad Investment Management 1301 Dove St Ste 330, Newport Beach, CA 92660
94985xxxx2 con****@t******.com 3.7 3
Capstone Lending Corp 6061 Dale St, Buena Park, CA 90621
71452xxxx1 but**@c**************.com 76 79
NRI Group Rental 12962 Main St, Garden Grove, CA 92840
65723xxxx3 inf*@n*******.net 5 1
Edward Jones - Financial Advisor: Stephen Roh 18200 Von Karman Ave Ste 560, Irvine, CA 92612 94975xxxx3
Centricity Financial 5000 Birch St Ste 3000 Newport Beach, CA 92660
94944xxxx5 inf*@c******************.com
Tommy Mai Financial 12221 Brookhurst St Ste 150, Garden Grove, CA 92840 71498xxxx9 3 2
Newtrust Realty & Investment 12962 Main St, Garden Grove, CA 92840 65723xxxx3 2.3 3
TIAA Financial Services 19200 Von Karman Ave 4th Fl, Irvine, CA 92612
87720xxxx0 acc******************@t***.org 3 2 90938 529 91000
Richey Advisors 110 E Wilshire Ave, Fullerton, CA 92832
71444xxxx6 inf*@r****.com 28
Edward Jones 12341 Newport Ave Suite B-100, Santa Ana, CA 92705
71483xxxx0 a.j*********@e**********.com 15
WB FINANCIAL 12447 Lewis St Unit 206, Garden Grove, CA 92840 71470xxxx0 5 5
Dover Management 1530 S Harbor Blvd, La Habra, CA 90631 71452xxxx4
OC Signature Properties 2901 E Katella Ave Ste D, Orange, CA 92867
71477xxxx2 amo*******@s********.net 4.2 24 5 2
Allstate Personal Financial Representative: Eddie Millan 117 S Harbor Blvd, Santa Ana, CA 92704
62648xxxx9 a****00@a*******.com
Cherie A Jones - Ameriprise Financial Services 12842 Valley View St Ste 104 Garden Grove, CA 92845
71424xxxx0 cam**********@a***.com 5 3
Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™ 15061 Springdale St Ste 106, Huntington Beach, CA 92649
71489xxxx2 a.j*********@e**********.com 11
Wealth Management Services Inc 12676 Hoover St, Garden Grove, CA 92841
71479xxxx9 inf*@w****.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx8 ado********@a***.com 295 296
Mka Capital Group Advisors 1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660
94972xxxx0 adm**@m*****.com
Optima Asset Management Service Inc 14241 Firestone Blvd, La Mirada, CA 90638 56240xxxx7 *nn*@o**********.com
Money Managers Inc. Financial Advisor 438 E Katella Ave, Orange, CA 92867
71488xxxx0 b.p@o**************.com 5 1
Edward Jones 3 Pointe Dr Ste 207, Brea, CA 92821
71467xxxx5 a.j*********@e**********.com 87630 100000
Joshua Labiano - World Financial Group 3350 E Birch St Ste 208-A Brea, CA 92821
85829xxxx0 dns******@a*******.com 5 1
Morgan Stanley Wealth Management 650 Town Center Dr Ste 100, Costa Mesa, CA 92626 71495xxxx0
Aristotle Capital MGMT 840 Newport Center Dr, Newport Beach, CA 92660
94999xxxx0 abe********@a***********.com 5000
Merit Wealth Management - Ameriprise Financial Services 14771 Plaza Dr Ste M, Tustin, CA 92780
94925xxxx8 chr***************@a***.com 221
Jackson Financial Management 151 Kalmus Dr, Costa Mesa, CA 92626
71443xxxx0 cro****@j******.com
Edward Jones - Financial Advisor: Nailah Khan 500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740 56243xxxx6
Howell & Associates, LLP 2400 Newport Blvd, Costa Mesa, CA 92627 71498xxxx3
Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com
Dilday & Associates 6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803
56259xxxx5
Mercapital 10900 183rd St, Cerritos, CA 90703 56240xxxx0
Asset Planning, Inc. 10833 Valley View St Ste 470 Cypress, CA 90630
71482xxxx4 car***@a***************.com
Meinert Wealth Management LLC 5000 E Spring St #340, Long Beach, CA 90815
56247xxxx7 joh*@m************.com
Waddell & Reed 1 Pointe Dr Ste 210, Brea, CA 92821
71425xxxx8 aam***@w******.com 20098 232 21000
Merrill Lynch Wealth Management 145 S State College Blvd Ste 300/350, Brea, CA 92821
71425xxxx0 ban********************@m*.com 4.5 2
Tiki Investment Group 311 W Cerritos Ave, Anaheim, CA 92805 71422xxxx2
JST Investment Consulting, RIA 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740
56299xxxx8
National Planning Corporation 3230 E Imperial Hwy Ste 110, Brea, CA 92821
71499xxxx0 hmc********@s***************.com
Olson Management 4000 Westerly Pl Ste 245, Newport Beach, CA 92660
94947xxxx1 aad********@s****************.com
Investment Concepts 1667 Lincoln Ave, Orange, CA 92865
71428xxxx0 aly*****@i***********.com 1.7 39
The Chartist Inc 5122 Katella Ave Ste 200, Los Alamitos, CA 90720
56259xxxx5 con******@t**********.com
Benefit Funding Retirement 138 S Imperial Hwy, Anaheim, CA 92807
71492xxxx5 ade*********@b*******************.com
RCP Advisors 620 Newport Center Dr, Newport Beach, CA 92660
94921xxxx0 a.j*********@e**********.com
Mosley Wealth Management 2401 E Katella Ave #270, Anaheim, CA 92806
71442xxxx8 inf*@m*********************.com 4.9 22
Mitchel, Smith & Associates 250 El Camino Real Ste 200 Tustin, CA 92780 71473xxxx9 5 2
Edward Jones - Financial Advisor: Stephanie Bartels 2540 Main St, Irvine, CA 92614
94986xxxx6 a.j*********@e**********.com 87358 99000
Williams Tax & Financial Services 4474 Cerritos Ave Los Alamitos, CA 90720
56249xxxx3 inf*@w**********************.com 4.8 23 4.8 17
American Capital Aquisitions 600 Anton Blvd, Costa Mesa, CA 92626 71498xxxx2
Edward Jones - Financial Advisor: Hai B Phan 18426 Brookhurst St Ste 206, Fountain Valley, CA 92708
71496xxxx0 a.j*********@e**********.com 4 2 87384 100000
Miramontes Capital 4701 Teller Ave Newport Beach, CA 92660
80046xxxx5 ang**********@m****************.com 5 25 4.3 23 1920 6 1900
Adam MacDonald 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94962xxxx4 add********@f************.com
Right Now Management 1442 E Lincoln Ave, Orange, CA 92865 65754xxxx1
Charles Schwab 2399 Seal Beach Blvd Ste 101 Seal Beach, CA 90740
80079xxxx3 car**************@s*****.com 3.9 9 3.2 12
Steven R Earley Financial Services Tustin, CA 92780 5 1
Stifel | Ron Witter 520 Newport Center Dr Ste 1500, Newport Beach, CA 92660
94925xxxx9
Accredited Investment Management 2030 Main St Ste 1300, Irvine, CA 92614
94967xxxx5 abh***********@k***.com
Elkoll Investment Co.,Inc 1120 Bristol St, Costa Mesa, CA 92626 71442xxxx8
Gregory Zappas 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx4 aos*****@f************.com
Jynormus LLC 19800 MacArthur Blvd.,ste 300, Irvine, CA 92612 94943xxxx2
Raymond James Financial Services 4501 Cerritos Ave, Cypress, CA 90630
56252xxxx0 aar************@r***********.com 17355
Occhino & Associates 17220 Newhope St Ste 216, Fountain Valley, CA 92708
71470xxxx0 aar************@r***********.com
Fidelity Investment Center 815 E Birch St Brea, CA 92821 71467xxxx0 a61****@f*******.com 3.9 31 3.7 18
Mission Capital Advisors 23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660 88865xxxx7
Elite Advisory Group 2130 Main St Ste 130 Huntington Beach, CA 92648
71496xxxx8 bma**@e*****************.com 3.7 3
Property Management Garden Grove - APG 9877 Chapman Ave, Garden Grove, CA 92841
71440xxxx7 bro***@a************.com 5 24 168
The Abby Co 12447 Lewis, Garden Grove, CA 92840
71459xxxx9 ab@t*********.com
TD Ameritrade 6636 E Pacific Coast Hwy, Long Beach, CA 90803
80066xxxx0 aam***********@t***********.com 393051 400000
Joe Christiansen - Berkshire Hathaway HomeServices 18600 MacArthur Blvd Ste 150 Irvine, CA 92612
94963xxxx4 inf*@b*************.com 5 2 10862 238 11000
SWAN Wealth Management Group 610 Newport Center Dr Ste 900, Newport Beach, CA 92660
94972xxxx4 dav*************@r**.com 54
Silversage Advisors 19200 Von Karman Ave Ste 500, Irvine, CA 92612
94922xxxx5 dsa***@s*****************.com
DNP Financial Tax & Services 14541 Brookhurst St Ste C2 Westminster, CA 92683
88822xxxx2 5 1
Investment Property Group 4770 Campus Dr Ste 220, Newport Beach, CA 92660 94986xxxx4
Accurate & Confidential Tax Service 2140 W Chapman Ave Ste 112 Orange, CA 92868
71436xxxx8 5 1
JST Investment Consulting 3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740
56299xxxx8 5 2
JMB Financial Managers 6 Hutton Centre Dr, Santa Ana, CA 92707
94925xxxx4 jac********@c*************.com
OC Wealth Coach 17742 Irvine Blvd Ste 200 Tustin, CA 92780
71483xxxx3 tre**@o************.com 5 2
Brunner Financial & Insurance Solutions 1439 W Chapman Ave, Orange, CA 92868 71488xxxx1
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™ 505 S Villa Real Ste 201, Anaheim, CA 92807
71463xxxx8 a.j*********@e**********.com 87630 100000
Oak Property Investments, LLC 13947 Goldenwest St #596, Westminster, CA 92683 71461xxxx1
Economic Investments Partners 2700 N Main St Santa Ana, CA 92705 94977xxxx0
SD TAX SERVICE 18000 Studebaker Rd #700, Cerritos, CA 90703
56246xxxx7
Edward Jones - Financial Advisor: Bill Murray 259 S Randolph Ave Ste 100, Brea, CA 92821
71452xxxx8 a.j*********@e**********.com 480 483
Rowe, Richard B, PHD 2120 Main St, Huntington Beach, CA 92648
71496xxxx2 aad********@s****************.com
Alpha Cubed Investments 18301 Von Karman Ave # 900, Irvine, CA 92612
80070xxxx7 alp**@a********************.com 4.5 6
Darany Michael A 17802 Irvine Blvd, Tustin, CA 92780
71483xxxx0 jls@m*******.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services 2600 Michelson Dr Ste 1460, Irvine, CA 92612
94925xxxx0 dns*****@a***.com
Excellence Real Estate Loans 14625 Whittier Blvd, Whittier, CA 90605 56256xxxx3
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
42434xxxx8 dns*****@a***.com
The Affordable Housing Trust 3101 W Sunflower Ave, Santa Ana, CA 92799 71447xxxx9 inf*@u***.com 3.7 167
Scalco Financial - Tax and Wealth Management 13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740
56243xxxx0
Allstate Personal Financial Representative: Matt Oelschlager 10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720
94939xxxx2 a****00@a*******.com
Silver Platter Realty 7071 Warner Ave, Huntington Beach, CA 92647 65721xxxx4
Larry Aguayo - Financial Advisor, Ameriprise Financial Services 3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806
56298xxxx7 dns*****@a***.com 53
Brian Friestman - Financial Advisor, Ameriprise Financial Services 2 Park Plz Ste 1100, Irvine, CA 92614
94966xxxx7 bri************@a***.com
Reo World Inc 19 Corporate Plaza Dr, Newport Beach, CA 92660 94947xxxx0
Principal Financial Group 18101 Von Karman Ave, Irvine, CA 92612
94947xxxx0 a.s****@p********.com 68212 230 70000
Edward Jones 6378 E Santa Ana Canyon Rd, Anaheim, CA 92807 71468xxxx1 a.j*********@e**********.com 87630 100000
Ambassador Wealth Management, LLC 5101 E La Palma Ave Ste 100b, Anaheim, CA 92807
71467xxxx1 bem*****@a***************.com 240 236
Edward Jones - Financial Advisor: Bradey Jameson, AAMS® 1501 Westcliff Dr Ste 307 Newport Beach, CA 92660
94961xxxx5 acc**********@e**********.com 5 1 87605 100000
Financial Advisors Network 1432 Edinger Ave Ste 200, Tustin, CA 92780
71459xxxx0 doe*****@f***********************.net 178 6 213
Winn Financial Management 17150 Newhope St Ste 215, Fountain Valley, CA 92708 71488xxxx6
Klein Financial Advisors 4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660
94947xxxx0 geo***@g*******.com 225
RAI Wealth Management 110 E Wilshire Ave Ste 307 Fullerton, CA 92832
71444xxxx6 gt@r****.com
Integrity Wealth Management & Insurance Services 6101 Ball Rd Ste 205, Cypress, CA 90630
71494xxxx5 mil**@i****.com
Ober Financial Services 2019 W Orangewood Ave, Orange, CA 92868 71477xxxx0
Doug Bailey-RBC Wealth Management Branch Director 6700 E Pacific Coast Hwy, Long Beach, CA 90803
56279xxxx4
Acorns Grow Inc 5300 California Ave Bldg 1, Irvine, CA 92617
85573xxxx9 cop******@a*****.com
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ 101 Main St Ste D, Seal Beach, CA 90740
56279xxxx9 a.j*********@e**********.com 177 3 182
Richland Communities 3161 Michelson Dr, Irvine, CA 92612
94926xxxx0 bco****@r******************.com
Bogie Investment Group Inc 1 World Trade Ctr, Long Beach, CA 90831
56273xxxx7 aca********@p****************.com
JBG Wealth Management 2300 E Katella Ave Anaheim, CA 92806
71491xxxx9 jac**********@j****.com
Keep It Simple Financial Planning 333 City Dr Ste 1700 Orange, CA 92868
87741xxxx2 con****@k********************.com 5 9 2528 5 3800
Quest Capital Investments 16480 Harbor Blvd Fountain Valley, CA 92708 71477xxxx0
Susan Davies - Prudential Financial 600 City Pkwy W Ste 210, Orange, Ca 92868
71445xxxx3 aar*******************@p*********.com
Claremont Financial Group Inc 245 Fischer Ave, Costa Mesa, CA 92626
71454xxxx0 dan@c*****************.com
Udm Capital Partners 3633 W Macarthur Blvd, Santa Ana, CA 92704
94922xxxx0 inf*@e**********.com
Ethical Asset Investing Inc 745 Termino Ave, Long Beach, CA 90804 51090xxxx3
Honari, Pedram 520 Newport Center Dr, Newport Beach, CA 92660
94972xxxx7 ale*********@m*.com
Portfoliorx 2082 Michelson Dr, Irvine, CA 92612 94944xxxx7
Shin, Stephen 610 Newport Center Dr, Newport Beach, CA 92660
94972xxxx2 rbc*********@r**.com 12815
Kim Ngo Life Insurance & Investment 9529 Bolsa Ave Westminster, CA 92683
71490xxxx5 a****00@a*******.com
Sun Group Wealth Partners 17500 Red Hill Ave STE 140, Irvine, CA 92614
94962xxxx0 ang***@s*********.com 5 6 1800
Bottomline Realty & Investment 438 E Katella Ave, Orange, CA 92867 94964xxxx3
Michael Schmitt - Financial Advisor, Ameriprise Financial Services 4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660
94979xxxx9 bri***********@a***.com 16 16
Real Estate Investment Management Service 16110 Bonaire Cir, Huntington Beach, CA 92649 71484xxxx7
Edward Jones Investments 5150 E Pacific Coast Hwy Long Beach, CA 90804 56296xxxx4 5 1
uDirect IRA Services 8 Corporate Park Ste 300 Irvine, CA 92606
71483xxxx6 adm***********@u*********.com 3.8 59
Newport Coast Capital Management 5000 Birch St Ste 3000, Newport Beach, CA 92660 94933xxxx6
James Hendries - Lpl Financial 7777 Center Ave Ste 120 Huntington Beach, CA 92647
71479xxxx4 jam***********@l**.com 4.4 7 3.7 3 157
Mike Hernandez - Trilogy Financial 2601 Main St Ste 200 Irvine, CA 92614
94922xxxx5 a.r*****@t********.com 5 1
Ameriprise Financial Advisors 5242 Katella Ave Ste 102 Los Alamitos, CA 90720 56279xxxx3
Jnyau Investments Garden Grove, CA 92843
71484xxxx6
Pinecreek Investment Co 5000 Birch St, Newport Beach, CA 92660
94947xxxx0 aac******@p***************.net
Lufon Investments 910 W 17th St Santa Ana, CA 92706 71483xxxx6
Theresa Allen 3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660
94925xxxx5 acc************@f************.com
VR Business Brokers 17100 Pioneer Blvd Ste 450 Artesia, CA 90701
56240xxxx6 soc******@g****.com 3.7 12 3.3 14
McCarthy Wealth Management 3300 Irvine Ave # 310, Newport Beach, CA 92660
71424xxxx1 inf*@m**********.com 278 295
Edward Jones 7755 Center Ave Huntington Beach, CA 92647
71490xxxx6 a.j*********@e**********.com 5 2 86726 98000
Marino Investment Company 3636 Birch St, Newport Beach, CA 92660
94997xxxx2 eri*@m****************.com
Hobert Wealth Management 23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660
80074xxxx8 hob*****@h*********************.com 5 1
Edward Jones - Financial Advisor: Lucy E Walther, CFP® 4100 Newport Place Dr Ste 190, Newport Beach, CA 92660
94925xxxx0 a.j*********@e**********.com 87384 100000
The Investment & Money Management Group 2522 Chambers Rd, Tustin, CA 92780
71457xxxx8 aad********@s****************.com
Daikovich Financial Services 7453 La Palma Ave, Buena Park, CA 90620
71452xxxx0 ver***********@l**.com
Equity Office Mngn 16775 Von Karman Ave, Irvine, CA 92606 94968xxxx4
K D Development Co 11552 Markon Dr, Garden Grove, CA 92841 71423xxxx2
Edward Jones - Financial Advisor: Rachael E. Yohai 311 Main St Ste 15, Seal Beach, CA 90740
56259xxxx0 a.j*********@e**********.com 36
Granite Investment Group 2 Park Plz Ste 800, Irvine, CA 92614
94947xxxx0 abo*****@g****************.com 5 1
The Institute for Investment Management Consultants 4600 Campus Dr Ste 102, Newport Beach, CA 92660 94925xxxx2
New Wealth Advisors Club 3333 Michelson Dr Ste 300 Irvine, CA 92612
95144xxxx2 ale******@n********************.com 4.5 55
Primior Management 620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660
94952xxxx7 adv*****@p******.com 5 1 982 1000
Ihl Inc 1340 W Lambert Rd, La Habra, CA 90631 56269xxxx0
Cole & Company Wealth Management, Inc 1420 E Chapman Ave, Orange, CA 92866
71470xxxx5 dar**@d********.com 5 1
Orange County Associates 250 N Golden Circle Dr, Santa Ana, CA 92705
71497xxxx3 d.s*****@o*********************.com
20 20 Financial Advisers 575 Anton Blvd Ste 150, Costa Mesa, CA 92626
71443xxxx9 ast*******@2*****.com