Business List: Investment Management Firms in Sunnyvale, CA, United States

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John P. Muhlbauer 2100 El Camino Real, Palo Alto, CA 94306
65047xxxx8 acc************@f************.com
Gulati Financial & Insurance Services 2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054
40898xxxx0 ani*@g**************.com 5 1
Michael Zaninovich, Robertson Stephens 1550 El Camino Real Ste 250, Menlo Park, CA 94025
41550xxxx0 abl**@r********.com
Mayfield Management Co. 2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303
65049xxxx0 hed***@m****************.com
Palo Alto Venture Partners 300 Hamilton Ave, Palo Alto, CA 94301
65046xxxx1 nwe*******@p***.com
David Arizini 2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65035xxxx0 add********@f************.com
Menlo Asset Management 1010 El Camino Real | Suite 370, Menlo Park, CA 94025
65032xxxx8 cla****@m*********.com 2 44
Wealth Design 1999 S Bascom Ave, Campbell, CA 95008 40855xxxx0
TIAA Financial Services 535 Cowper St Ste 200, Palo Alto, CA 94301
86684xxxx6 aan*****@t********.org 37 90757 493
Beacon Pointe Advisors 838 Portola Rd, Portola Valley, CA 94028
65085xxxx3 aba*****@b***********.com
Mg Properties Investments 4200 Bay St, Fremont, CA 94538 51044xxxx9
J Bradley Financial 59 N Santa Cruz Ave, Los Gatos, CA 95030
40839xxxx0 con****@n******.com
Redwitz Wealth Management Group 910 E Hamilton Ave Ste 550, Campbell, CA 95008
40837xxxx0 amb**@w*******.com 5551 148
Abundant Financial & Insurances Services 39899 Balentine Dr Newark, CA 94560
51036xxxx4 she****@a******.com
Yan Song CPA Santa Clara, CA 95051
66980xxxx0 sup****@s*********.com 5 9 52235
Cefcu 44047 Osgood Rd Ste 230, Fremont, CA 94539
51065xxxx1 aal**************@c****.com
Farallon Capital Management 2570 N 1st St, San Jose, CA 95131 40843xxxx7 arg****@f*****************.com
Cefcu 2980 E Capitol Expy Ste 90, San Jose, CA 95148
40854xxxx0 aal**************@c****.com
The Auyeung Wealth Management Group-Morgan Stanley 20400 Silicon Valley Ctr, Cupertino, CA 95014
40886xxxx8 acc**********@m************.com
Fremont Bank 39150 Fremont Blvd, Fremont, CA 94538
51050xxxx2 a.a*****@f**********.com 3 2
Wealth By Design 14500 Big Basin Way, Saratoga, CA 95070
40874xxxx1 bar****@w*******************.com
Opes Advisors Inc 167 S San Antonio Rd, Los Altos, CA 94022
65043xxxx0 a.j*****@o***********.com
PM Investment Company 800 Menlo Ave, Menlo Park, CA 94025 65085xxxx4
Bingham Osborn & Scarborough 1900 University Ave Ste 108, East Palo Alto, CA 94303
65046xxxx6 aar*********@b********.com
Raymond James Financial Services 99 Almaden Blvd Ste 730, San Jose, CA 95113
40894xxxx1 con****@h*********.com
ACE Property Management, Inc. 1290 Kifer Rd STE 309, Sunnyvale, CA 94086
40821xxxx2 aar***@a****.net 2.3 4
W-star investments, Inc 2130 Ringwood Ave, San Jose, CA 95131 40882xxxx8
Danny D. Chung - BancWest Investment Services Financial Advisor 380 S Mathilda Ave, Sunnyvale, CA 94086 65075xxxx5
Qex Capital Management 250 Oak Grove Ave, Menlo Park, CA 94025 65032xxxx0
One Stop Financial Services 20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014 40887xxxx1 3.9 7
Southgate Partners 467 1st St, Los Altos, CA 94022
65094xxxx3 abc***@i********.com
Essence Wealth & Insurance Services 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054
65099xxxx4 sun**@e************.com 5 4
Borelli Investment Co 2051 Junction Ave Ste 100, San Jose, CA 95131
40845xxxx0 abi****@b******.com 3.3 7
Phoenix Real Estate Investment Corporation 1202 Kifer Rd, Sunnyvale, CA 94086
40831xxxx5 abr*********@n*******.com 3 2
Credit Masters 755 Brewster Ave, Redwood City, CA 94063 65036xxxx0 ali***********@c***************.com
Welch Stephen Cfp 220 State St Los Altos, CA 94022 65094xxxx1
Stonebrook Asset Management Company 21710 Stevens Creek Blvd Ste 200, Cupertino, CA 95014 40825xxxx3
SART Accelerator LLC 440 N Wolfe Rd, Sunnyvale, CA 94085
83372xxxx5 inf*@s********.com
The Mortgage Group of Silicon Valley 690 W Fremont Ave Ste 9A Sunnyvale, CA 94087
87739xxxx2
Wellspring Consulting 2635 N 1st St Ste 201 San Jose, CA 95134
40843xxxx8 ape**@w***********.com 5 1
Silicon Valley Financial Group 950 S Bascom Ave #2112, San Jose, CA 95128
40828xxxx0 bec**@s***.com 5 2
Kelly C Lee - Financial Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 dns*****@a***.com
Wade Financial Advisory Inc 2105 S Bascom Ave Ste 110, Campbell, CA 95008
40836xxxx9 ann****@w*****.com 9 4 13
Sharon Wang 3080 Olcott St d232, Santa Clara, CA 95054
40880xxxx5 baf*****************************@s*****.wixpress 5 12 25 34
Mgj Capital Management 125 Arbuelo Way Los Altos, CA 94022 65094xxxx0
Blach Realty 1228 Coronado Dr #4, Sunnyvale, CA 94086
65038xxxx3 ana***@g****.com 81 3 82
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx6 wms**********@r**.com 14763 16000
Huaxing Investment Corp 924 Colorado Ave, Palo Alto, CA 94303 65025xxxx1
Mistry Investment Co Inc 485 N Whisman Rd Ste 300, Mountain View, CA 94043 65096xxxx2
TNL Car Title Loans 251 Oconnor Dr Ste 1, San Jose, CA 95128
40866xxxx1 3ce*************************************@w*****************.com
Apollo Labs 19925 Stevens Creek Blvd, Cupertino, CA 95014 40872xxxx6
Avalon Capital Management 495 Seaport Ct Ste 106, Redwood City, CA 94063
65030xxxx0 bil***@a************.com
Taraval Associates 845 Oak Grove Ave, Menlo Park, CA 94025
65032xxxx4 gfm****@t******.com
C III Asset Management 1300 Memorex Dr, Santa Clara, CA 95050 40856xxxx3
Lasecke Weil Wealth Advisory Group, LLC 624 University Ave, Palo Alto, CA 94301
65032xxxx0 ede****@l**********.com
J.P. Morgan Private Bank 310 University Ave 3rd Fl, Palo Alto, CA 94301
65085xxxx3 acc******************@j*******.com
Edward Jones - Financial Advisor: Todd Bergstrom 21710 Stevens Creek Blvd Ste 135 Cupertino, CA 95014
40897xxxx9 a.j*********@e**********.com 84482
Albert Hsia - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 alb**********@a***.com
BayOne Real Estate Investment Corporation 1754 Technology Dr Ste 108, San Jose, CA 95110 40888xxxx0
Addison Avenue Investment Services 19960 Stevens Creek Blvd, Cupertino, CA 95014
40886xxxx7 aar************@r***********.com 3 2 17482 18000
First Republic Investment Management 2100 El Camino Real, Palo Alto, CA 94306
65035xxxx0 dav**@c**************.com
RBC Wealth Management Branch - San Jose 99 Almaden Blvd Ste 300, San Jose, CA 95113
40829xxxx2 5 2
Concert Global Group LTD 1871 The Alameda Ste 350, San Jose, CA 95126
40899xxxx5 dom****@a***********.com 2986 27 3500
Barbara Madden - Ameriprise Financial Services 164 Main St Ste 206 Los Altos, CA 94022
65094xxxx0 bar*************@a***.com
Clidro Private Wealth Management 50 University Ave, Los Gatos, CA 95030 40834xxxx0
The Mountain View Group - Morgan Stanley 650 Castro St Ste 105, Mountain View, CA 94041
65031xxxx0 acc**********@m************.com 5 1
Morgan Stanley 650 Castro St, Mountain View, CA 94041
65096xxxx9 acm***********@m************.com
Morgan Stanley Wealth Management 333 W San Carlos St Ste 1100, San Jose, CA 95110 40828xxxx0 aar***********@m***********************.com
Regent Wealth Management 1500 E Hamilton Ave Ste 201 Campbell, CA 95008
87745xxxx7 ann@r*******.com 5 1
West Coast Investment Properties 2055 Grant Rd, Los Altos, CA 94024 65025xxxx0
Peninsula Land & Capital 2390 El Camino Real, Palo Alto, CA 94306
65032xxxx4 bsm***@p************.com 3.7 3
Wells Fargo Private Bank 301 University Ave, Palo Alto, CA 94301
65075xxxx2 pri*********@w*********.com 153029 11
Nucleus Partners 2953 Bunker Hill Ln Ste 400, Santa Clara, CA 95054 65026xxxx3
SVB Financial Group 3005 Tasman Dr, Santa Clara, CA 95054
40865xxxx0 aa@s**.com 3.1 20
Armstrong Retirement Planning 11669 Olive Spring Ct, Cupertino, CA 95014
40825xxxx7 bob@a****************.com
Wells Fargo Advisors FiNet 20 S Santa Cruz Ave, Los Gatos, CA 95030 40829xxxx0
Edward Jones - Financial Advisor: Linh B Thai, CFP®|AAMS™ 750 Menlo Ave Ste 350, Menlo Park, CA 94025
65032xxxx3 a.j*********@e**********.com 87384 100000
Arbor Advisors 1950 University Ave Ste 202, East Palo Alto, CA 94303
65032xxxx0 aar**@a************.com
Best Investment Co. 1816 Tully Rd, San Jose, CA 95122 40853xxxx1
Richard Simpson - Financial Advisor, Ameriprise Financial Services 3945 Freedom Cir Ste 460, Santa Clara, CA 95054
40833xxxx0 dns*****@a***.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx0 dav*************@a***.com 9 9
Diversifi Capital 4546 El Camino Real B10 Ste1013 Los Altos, CA 94022
65063xxxx7 ala*@c**********.com 5 33
Adams Financial Inc. 4020 Moorpark Ave Ste 101, San Jose, CA 95117
40882xxxx6
McDonald Wealth Management 51 E Campbell Ave, Campbell, CA 95008
40842xxxx8
Managed Investments Inc. 1265 Montecito Ave, Mountain View, CA 94043 65096xxxx5
Ken Prodger CFP®,ChFC®,ChSNC®, AIF® 4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054
40863xxxx2 inf*@s***.org 5 2 48
Lehrer Management Company Inc. 20400 Stevens Creek Blvd Ste 230 Cupertino, CA 95014
40899xxxx0
Fan Asset Management 4300 Stevens Creek Blvd, San Jose, CA 95129 40874xxxx2
Liminal Capital 535 Middlefield Rd, Menlo Park, CA 94025 65066xxxx6
Pruneyard Financial Group Inc 1999 S Bascom Ave, Campbell, CA 95008 40837xxxx4
Pacific Advisors 910 E Hamilton Ave Ste 350, Campbell, CA 95008
40839xxxx0 cam*************@g***********.com
Hercules Technology Growth Capital Hercules Technology Growth Capital 400 Hamilton Ave Ste 310, Palo Alto, CA 94301 65028xxxx0 24
Octane Capital Management Llc 800 W El Camino Real Ste 180, Mountain View, CA 94040 65031xxxx3
The Householder Group 635 Bryant St, Palo Alto, CA 94301
65032xxxx1 alu*******@h***************.com
James Park - Branch Manager, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx5 dns*****@a***.com 169 169
J.R. Financial & Insurance Services 2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050
40864xxxx2 and***@j****.com 4.8 28
Federal Arbitration 4083 Transport St Palo Alto, CA 94303
65032xxxx0 arm******@f*****.com
Harvest Management Partners 1290 Oakmead Pkwy, Sunnyvale, CA 94085 40824xxxx0 ala***@h********.com 147 144
Harmony Capitol 2055 Woodside Rd Ste 250, Redwood City, CA 94061 65036xxxx3
Asiana Global Investment 2114 Senter Rd Ste 12 San Jose, CA 95112 40836xxxx1 5 2
Alastor Capital Management 4040 Moorpark Ave, San Jose, CA 95117 40855xxxx0
Co Capitol Partners 1030 University Ave, Palo Alto, CA 94301
65032xxxx4 adv*****@c*********.com
Yale Investment Company 438 Cambridge Ave Ste 100, Palo Alto, CA 94306 65032xxxx3
McDonald Wealth Mgmt 1500 E Hamilton Ave, Campbell, CA 95008 40842xxxx8 ale*****@r******.com 5 5 111 2 112
Mutual Fund Store 2350 Mission College Blvd Santa Clara, CA 95054 40897xxxx5
Sterling Bank & Trust 10191 S De Anza Blvd Cupertino, CA 95014
40834xxxx0 abc***@s***********.com 308
H&K Financial 801 S Winchester Blvd San Jose, CA 95109 40855xxxx2
Edward Jones - Financial Advisor: Tevin Mercer 1625 The Alameda Ste 601, San Jose, CA 95126
40829xxxx8 a.j*********@e**********.com 87384 100000 1 1
Cherene Wong - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx2 che*********@a***.com
Davis Financial Management 1042 W Hedding St, San Jose, CA 95126
40834xxxx0 ali**@d******.com
Sackett Brooks C CFP CIMA Chief Capital Management Inc. 1581 Camino Monde, San Jose, CA 95125 40897xxxx3 bro***@c***********.com
Nelson Roberts Investment Advisors 1950 University Ave Ste 202, East Palo Alto, CA 94303
65032xxxx0 aog*****@n************.com
Cypress Private Wealth 3031 Tisch Way 110 Plz W San Jose, CA 95128
40872xxxx1 inf*@c********.com
East Gate Capital Management 5050 El Camino Real, Los Altos, CA 94022
65058xxxx8
Global Trust Bank 700 E El Camino Real Ste 300 Mountain View, CA 94040 65096xxxx0
ATS Financial 1162 Chestnut St, Menlo Park, CA 94025
65032xxxx7 c18*****************************@s*****.wixpress 4.5 57
Pan Cal Investment Co Inc 4125 Blackford Ave, San Jose, CA 95117
40824xxxx0 cxx*******@p*****.com
West Valley Peninsula Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx4 wms**********@r**.com 12824
Mistry Investment Co 5150 El Camino Real, Los Altos, CA 94022 65096xxxx2
Annie Szu Real Estate 19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014 40898xxxx9
Gold Quest Investment 333 W Maude Ave Sunnyvale, CA 94085 40873xxxx8
Gates Pass Advisors 280 2nd St Ste 280 Los Altos, CA 94022
65079xxxx0 inf*@g****************.com
Benchmark Capital Partners 2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65085xxxx0 aag*****@b********.com
Klein Financial Group 15 Montebello Way, Los Gatos, CA 95030 40839xxxx0
Ameriprise Financial Advisors 141 1st St Los Altos, CA 94022 65094xxxx0
S P Asset Management 20380 Town Center Ln # 205, Cupertino, CA 95014
40825xxxx1 off***@s****************.net 1 1
BetterWealth 1475 Saratoga Ave #200, San Jose, CA 95129
40865xxxx0 and***@b***********.us 5 1
Synergism Investors 170 State St Los Altos, CA 94022 65094xxxx2
Bay Street Capital Holdings Palo Alto, CA 94301
65044xxxx4 axx***@b***********************.com
Saratoga Research & Investment Management 14471 Big Basin Way, Saratoga, CA 95070
40874xxxx0 ada*@s**********.com
Meridian Investments Management 702 Marshall St, Redwood City, CA 94063
65055xxxx0
Kumaran Consulting Management, Co. 100 S Murphy Ave, Sunnyvale, CA 94086
87797xxxx5 inf*@k********.com
David McCaman - Gateway Financial Advisors 2570 North First St Ste 200 San Jose, CA 95131
40820xxxx1 blo******@g*************.com 5 1
Atherton Lane Advisers 3000 Sand Hill Rd Ste 1-270, Menlo Park, CA 94025 65023xxxx6
George M Saliga-Private Client Advisor 531 Cowper St, Palo Alto, CA 94301
65026xxxx6 aab****@b************.com 98598 1332 99000
Social Capital 317 University Ave, Palo Alto, CA 94301
65052xxxx7 cha****@s************.com
Sherwood Partners, Inc. 3945 Freedom Cir #560, Santa Clara, CA 95054
65045xxxx1 ade******@s******.com 1 1
NovoNutrients 1292 Anvilwood Ct, Sunnyvale, CA 94089
88859xxxx3 aef*******@n************.com
William David Butzman - Ameriprise Financial Services 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 dns*****@a***.com
Klm Capital 3080 Olcott St #205c, Santa Clara, CA 95054
40885xxxx3 alf*****@k*********.com
Galindo, Jim 99 Almaden Blvd, San Jose, CA 95113
40894xxxx5 rbc*********@r**.com
Edward Jones - Financial Advisor: Jane E Khalaf 430 Sherman Ave, Palo Alto, CA 94306
65032xxxx6 a.j*********@e**********.com 87631 100000
Wealth Architects 250 Cambridge Ave Ste 201, Palo Alto, CA 94306 65032xxxx4
Charles Schwab 12 Ranch Dr Milpitas, CA 95035
40846xxxx0 fra***********@s*****.com 2.1 10
Allstate Personal Financial Representative: Robert McGlinchy 467 Hamilton Ave Ste 11, Palo Alto, CA 94301
65032xxxx1 a****00@a*******.com
Brandin and Associates 1477 Portola Rd, Woodside, CA 94062 65032xxxx9
Maple Leaf Investments 1155 Redmond Ave, San Jose, CA 95120
40826xxxx3 c.e*****@m***********.com
Lesley Lemessurier - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 arm**********@a***.com 200 4 202
Broadview Wealth Advisors - Ameriprise Financial Services 591 W Hamilton Ave Ste 110, Campbell, CA 95008
40866xxxx7 bro********************@a***.com
Waddell & Reed - Cupertino 19620 Stevens Creek Blvd Ste 270 Cupertino, CA 95014
40861xxxx3 6d3*************************************@w*****************.com
Michael Kissinger - Kingsview Partners 2570 W El Camino Real Suite 210, Mountain View, CA 94040
65038xxxx1 aar*********@k********.com
Bay Area Commercial & Multifamily 4500 Great America Pkwy Fl 1 Santa Clara, CA 95054
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services 3945 Freedom Cir Ste 460, Santa Clara, CA 95054
40833xxxx0 cor***********@a***.com
Anna Paiva 2100 El Camino Real, Palo Alto, CA 94306
65047xxxx5 acc************@f************.com
GW & Wade 540 Cowper St, Palo Alto, CA 94301
65061xxxx8 acm***@g*****.com 211 2 218
Wellspring Capital Management 2600 El Camino Real, Palo Alto, CA 94306
65085xxxx5 car**@w*************.com
Sequoia Wealth Advisors & Investment Management, Inc. 99 Almaden Blvd Ste 925, San Jose, CA 95113
40827xxxx0 *nn*@s********.com 258 4 270
Cefcu 670 Lincoln Ave, San Jose, CA 95126
40895xxxx0 aal**************@c****.com 4.3 26
Canid Asset Management 330 2nd St, Los Altos, CA 94022 65094xxxx3
Honu Wealth Management 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014
65091xxxx0 gar**@h*********.com
Coeus Financial 1901 S Bascom Ave Ste 1150, Campbell, CA 95008
40842xxxx4 bpl*****@c*************.com 178
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS™ 39849 Paseo Padre Pkwy, Fremont, CA 94538
51077xxxx7 a.j*********@e**********.com 87384 100000
West Valley Properties 280 2nd St Ste 230 Los Altos, CA 94022
65055xxxx4 apa*******@w*******************.com 3 2
Kevin Lang - Ameriprise Financial Services 1700 S Winchester Blvd Ste 103 Campbell, CA 95008
40855xxxx5 dns*****@a***.com
Acorn Pacific Ventures 3235 Kifer Rd #260, Santa Clara, CA 95051 4 4
Quantumwave Capital 540 University Ave, Palo Alto, CA 94301 65032xxxx0
Edward Jones - Financial Advisor: Cynthia A Wemyss 339 S San Antonio Rd Suite 1 B Los Altos, CA 94022
65094xxxx6 a.j*********@e**********.com 1 1
Accel Partners 428 University Ave, Palo Alto, CA 94301
65061xxxx0 aar**@a****.com
Edward Jones - Financial Advisor: Vince DiPiero 4855 Atherton Ave Ste 100 San Jose, CA 95130
40837xxxx4 a.j*********@e**********.com 133 8 136
Morgan Stanley Wealth Management 3000 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx0 a.e****@m***********************.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 amy*****@a***.com
Charles Schwab 19620 Stevens Creek Blvd #100, Cupertino, CA 95014
40844xxxx0 3d@c*****.schwab 3.6 11
Richard Kapchuk 3945 Freedom Cir Ste 460 Ameriprise Financial Advisor Santa Clara, CA 95054 40833xxxx0
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx2 arn**********@a***.com 20 93 98
Red Crane Wealth Management 3000 El Camino Real, Palo Alto, CA 94306
41531xxxx2 inf*@r*************.com
Merrill Lynch 5300 Stevens Creek Blvd Ste 120 San Jose, CA 95129
40855xxxx0 aas***********@m*.com 1 1
Legacy Captial Group 459 Monterey Ave, Los Gatos, CA 95030
40839xxxx0 ama***@l****.com
Thriving Asset Management 499 Middlefield Rd, Palo Alto, CA 94301
65064xxxx0 dav**********@t*********.com
Mok Capital Management 4962 El Camino Real Ste 235, Los Altos, CA 94022
65031xxxx7 chr**@m*********.com
Harvest Management Partners 3001 Winchester Blvd, Campbell, CA 95008
40877xxxx5 ala***@h********.com
Leeward Financial & Insurance Services 1046 W Taylor St Ste 205 San Jose, CA 95126
40827xxxx7 kev***@l***************.com
Aspiriant Wealth Management 2570 W El Camino Real #520, Mountain View, CA 94040
65094xxxx7 aa@a********.com
Sorensen, Kris 99 Almaden Blvd, San Jose, CA 95113
40894xxxx5 rbc*********@r**.com
BCR CONSULTING GROUP 372 Turquoise St, Milpitas, CA 95035 40875xxxx8
Adams Street Partners 2730 Sand Hill Rd, Menlo Park, CA 94025
65033xxxx0 aa@a******************.com
INVESTALENT,LLC 210 Calderon Ave Apt 125, Mountain View, CA 94041 65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei 1045 W El Camino Real Ste C Mountain View, CA 94040
65032xxxx6 a.j*********@e**********.com 4.2 5
LPL Financial- Karla Eastling CFP 1860 Embarcadero Rd Palo Alto, CA 94303
65032xxxx0 aar********@l**.com 5 1
Raisch Investment Group 1680 Almaden Expy, San Jose, CA 95125 40829xxxx1
Morgan Stanley 20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014
40886xxxx0 aal*******@m************.com 3 2
Edward Jones - Financial Advisor: Judy Qiqin Zhu 39500 Stevenson Pl Ste 201, Fremont, CA 94539 51079xxxx0 a.j*********@e**********.com 87384 100000
Horizon Ventures 4 Main St, Los Altos, CA 94022
65091xxxx0 ash@h********.com
Ambex Venture Group LLC 1245 Oakmead Pkwy, Sunnyvale, CA 94085
40848xxxx0 adm**@a****.com
SDL Capital LP 1 1st St, Los Altos, CA 94022
65055xxxx5 fki*****@s**********.com
The Aji Network, Inc. 1030 E El Camino Real #159, Sunnyvale, CA 94087
40873xxxx4 eli******@a**.com 4 7 471
Evans Wealth Management Group - Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx0 dns*****@a***.com
Retirement Capital Strategies 1190 Saratoga Ave Ste 140 San Jose, CA 95129
40855xxxx0 bil*********@r*********.com 1 1 53 55
Henry Plata - Ameriprise Financial Services 591 W Hamilton Ave Ste 110 Campbell, CA 95008
40866xxxx8 dns*****@a***.com 5 1
Mac’s Coins & Collectables 1049 E El Camino Real Ste 3 Sunnyvale, CA 94087
40873xxxx5 mac******@g****.com 3.5 28
Principal - Closed 2099 Gateway Pl Ste 100, San Jose, CA 95110
40853xxxx0 a.m**@p********.com
Dines Paul investmt rep 69 Washington St Santa Clara, CA 95050 40898xxxx1
Silicon Valley Capital Management 335 Main St, Los Altos, CA 94022 41586xxxx0
Raymond James & Associates 1901 S Bascom Ave Ste 1550, Campbell, CA 95008
40837xxxx0 5 1
Property Management - Silicon Valley 217, 10080 N Wolfe Rd Suite SW3, Cupertino, CA 95014
40870xxxx5 inf*@p****.com 2.8 11
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40888xxxx9 cor***********@a***.com 106
A K J Asset Management 1180 Harker Ave, Palo Alto, CA 94301 65032xxxx0
Plug and Play Tech Center 440 N Wolfe Rd, Sunnyvale, CA 94085
40852xxxx0 abd**@p********************.com 4.3 120 22547 14248 23000
Parakletos Adventures 175 Nortech Pkwy, San Jose, CA 95134
40894xxxx0 con****@p*********.com
Citi Personal Wealth Management 395 W El Camino Real, Sunnyvale, CA 94087
40873xxxx5 arc*****************@c***.com 2.8 56 151265 2091 11
Ticonderoga Capital 3000 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx3 bob@t*****.com
Ameriprise Financial Advisors 1091 Firth Ct Sunnyvale, CA 94087
dns*****@a***.com
Mayfield Investment Co Inc 1023 Corporation Way, Palo Alto, CA 94303
65049xxxx0 hed***@m****************.com
Encinal Investers 1600 El Camino Real, Menlo Park, CA 94025
65032xxxx6 bcu****@p**********.com
David Mogannam-Financial Advisor 39533 Paseo Padre Pkwy, Fremont, CA 94538
51029xxxx8 aab****@b************.com 40840 176 41000
KLM Capital Management Inc 10 Almaden Blvd, San Jose, CA 95113
40897xxxx8 alf*****@k*********.com
TD Ameritrade 423 E Hamilton Ave, Campbell, CA 95008
40891xxxx0 aam***********@t***********.com 646210 192 658000
Opportunity Capital 4340 Stevens Creek Blvd Santa Clara, CA 95051
40893xxxx8 who**@d*******************.com
Ivory Capital 7 Veronica Pl, Portola Valley, CA 94028 65053xxxx6
Pamela Matthews - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx5 dns*****@a***.com
ASAM LLP 848 Stewart Dr Ste 101, Sunnyvale, CA 94085
41578xxxx1 arc******@a******.com
Sutter Hill Ventures 755 Page Mill Rd Ste A200, Palo Alto, CA 94304
65049xxxx0 acc************@s**.com
Bob Marshalla Asset Management 95 Main St Los Altos, CA 94022 65094xxxx2
Bedrock Capital Management 5050 El Camino Real Los Altos, CA 94022
65096xxxx4 eri*@b*************.com
Edward Jones - Financial Advisor: Jeff Migneault, CFP®|AAMS™|CRPC™ 901 Campisi Way Ste 248, Campbell, CA 95008
40887xxxx0 a.j*********@e**********.com
Tactical Asset Management 94920xxxx7
Investment Innovators San Jose, CA 95117 40854xxxx4
Menlo Equities 490 California Ave Fl 4, Palo Alto, CA 94306 65032xxxx0 a****@m************.com
Edward Jones - Financial Advisor: Tanner M Kohl 298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com
Harvest Management Partners 1290 Oakmead Pkwy #118, Sunnyvale, CA 94085
40877xxxxxxx0 ala***@h********.com 147 144
Ucb Investment Services 10123 N Wolfe Rd Ste 1075 Cupertino, CA 95014 40825xxxx0
Oak Investments Partners 525 University Ave Ste 1300, Palo Alto, CA 94301
65061xxxx0 ban***@o*****.com
Riley Friedman Asset Management 4984 El Camino Real #101, Los Altos, CA 94022
65098xxxx8 jon@r******.com
Edward Jones 69 Washington St, Santa Clara, CA 95050
40898xxxx9 a.j*********@e**********.com 87358 99000
Breakwater Capital Management 300 Hamilton Ave, Palo Alto, CA 94301 65091xxxx0
Monta Vista Capital 147 Castro St Floor 3, Mountain View, CA 94041
bar*****@m******.com
Canaan Management Inc 2765 Sand Hill Rd, Menlo Park, CA 94025
65085xxxx2 aca*****@c*****.com 5 1
Golden Bay Investments 2847 S White Rd, San Jose, CA 95148 40844xxxx2
Trust Deed Investing Mountain View Mountain View, CA 94043 65088xxxx6
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor 3081 Mckee Rd, San Jose, CA 95127
40871xxxx9 aab****@b************.com 40839 176 41000
LG Technology Ventures 2755 Great America Way #425 Santa Clara, CA 95054
and**@l*************.com
Jeanette Garretty, Robertson Stephens 1550 El Camino Real Ste 250, Menlo Park, CA 94025
41550xxxx9 abl**@r********.com
Frost Capital Management 941 E Charleston Rd, Palo Alto, CA 94303 65080xxxx9 kat*****@h********.com
Gelormini Financial Advisory 4966 El Camino Real Los Altos, CA 94022 65096xxxx3
Highcrest Management Group 4 Main St, Los Altos, CA 94022
65020xxxx0 arc********@h*************.com
Edward Jones - Financial Advisor: Linh B Thai 855 Oak Grove Ave Ste 101, Menlo Park, CA 94025 65032xxxx3
Hendershott Wealth Management 2570 N First St Second Floor San Jose, CA 95131
87756xxxx8 adv*****@h****************.com 5 1 4.8 20
TrueVir Financial 490 Chadbourne Rd Ste A100 Fairfield, CA 94534
51092xxxx7 inf*@t***************.com 5 3
Mark Beach 2100 El Camino Real, Palo Alto, CA 94306
65023xxxx1 add********@f************.com
Vale Capital 770 Menlo Ave Ste 201, Menlo Park, CA 94025
65060xxxx0 inf*@v******.net
Wealth Architects 800 W El Camino Real Ste 201 Mountain View, CA 94040
65032xxxx4 ada*@w***************.com 22 5 1
Edward Jones - Financial Advisor: Sachin Verma 1165 Lincoln Ave Ste 320, San Jose, CA 95125 40899xxxx5
Merrill Lynch Wealth Management 50 W San Fernando St 16th Fl, San Jose, CA 95113
40828xxxx0 ale*********@m*.com 16
Chris Merrifield 2100 El Camino Real, Palo Alto, CA 94306
65047xxxx9 acc************@f************.com
Seattle Investment Consultant 19925 Stevens Creek Blvd, Cupertino, CA 95014 40872xxxx8
TSO Capital 1900 Lafayette St Santa Clara, CA 95050 40889xxxx4
Fremont Bank 5829 Jarvis Ave Ste B, Newark, CA 94560
51094xxxx1 aar*********@f**********.com
Morgan Stanley 16000 Los Gatos Blvd, Los Gatos, CA 95032
40835xxxx8 acm***********@m************.com
Pac Link Management 1400 Page Mill Rd, Palo Alto, CA 94304
65085xxxx6 inf*@d*************.org
City National Bank 245 Lytton Ave, Palo Alto, CA 94301
65081xxxx0 aba*******@n*******.cnb 5 1 5371 151 5900
Michael Kato 2100 El Camino Real 2nd Fl, Palo Alto, CA 94306
65028xxxx7 acc************@f************.com
Goalpath Financial Planning 5050 El Camino Real Ste 203, Los Altos, CA 94022
65096xxxx7 bra*@v********.com
Morgan / Chapman Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx6 cla*********@r**.com 12824
Matthew Castillo 1712 Meridian Ave, San Jose, CA 95125
40866xxxx0 4.3 62
ZNZ Capital Private Ltd 4260 Albany Dr, San Jose, CA 95129 70747xxxx6
Cypress Capital Group Palo Alto, CA 94301
65042xxxx3 ala*********@c**************.com 5 2 177 176
Edward Jones 856 W El Camino Real Mountain View, CA 94040
65096xxxx0 a.j*********@e**********.com 5 1 87096 99000
Castaneda, Philip T 99 Almaden Blvd, San Jose, CA 95113
40894xxxx0 phi*************@r**.com
Fidelity Investments 851 E Hamilton Ave Campbell, CA 95008
80054xxxx0 a61****@f*******.com 2.8 29 329245 353000
Wyse Securities 10562 S De Anza Blvd Cupertino, CA 95014 40851xxxx0
Pruneyard Financial Group Inc 51 E Campbell Ave, Campbell, CA 95008
40837xxxx4 hel**@r**********.com
Glass And Associates 12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070
40825xxxx9 adu****@p***************.com 5 5 2084 19 2000
SAS Financial Advisors 10 Iris St, Palomar Park, CA 94062 41577xxxx0
Young And Associates 1999 S Bascom Ave Ste 910, Campbell, CA 95008
40862xxxx0 aal**********@k*.com 200595 268000
Urda Jim 39817 Paseo Padre Pkwy, Fremont, CA 94538 51077xxxx2
Fidelity Investments 398 W El Camino Real Suite 102, Sunnyvale, CA 94087
80037xxxx3 a61****@f*******.com 3.9 23 329215 353000
Kao Wealth Management Inc 4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129
40848xxxx0 aar********@l**.com 20103 234 21000
Azure Capital Partners 713 Santa Cruz Ave, Menlo Park, CA 94025
65066xxxx4 ada*********@a*******.com
Glaze Capital 4962 El Camino Real Ste 225, Los Altos, CA 94022 65093xxxx0
Deutsche Bank AG 2650 Birch St, Palo Alto, CA 94306 65075xxxx3
Wales Investment Inc 2055 Junction Ave Ste 100, San Jose, CA 95131 40894xxxx6
Edward Jones 4855 Atherton Ave Ste 100, San Jose, CA 95130
40837xxxx4 a.j*********@e**********.com 87358 99000 5 5
Svb Capital 2400 Hanover St, Palo Alto, CA 94304 65049xxxx7 aa@s**.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines 69 Washington St Santa Clara, CA 95050
40898xxxx9 a.j*********@e**********.com 5 1 85188
Pwjohnson Wealth Management 1153 Bordeaux Dr, Sunnyvale, CA 94089
40874xxxx2 aus*****@p********.com
Cynthia Lemus 2100 El Camino Real, Palo Alto, CA 94306
65023xxxx3 acc************@f************.com
Pahal, Vora and Associates - Ameriprise Financial Services 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 ali***********@a***.com
Edward Jones - Financial Advisor: Lucy McGuire 14375 Saratoga Ave Ste 105, Saratoga, CA 95070
40856xxxx5 a.j*********@e**********.com 61
Raymond James Financial 770 Menlo Ave Ste 208, Menlo Park, CA 94025
65056xxxx1
Jyk Investment Consulting Corp 39812 Mission Blvd, Fremont, CA 94539 51027xxxx8
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx8 dns*****@a***.com
Modern Woodmen 4010 Moorpark Ste 201 San Jose, CA 95117
40831xxxx8 aar**********@m*************.org 5 1 33697 33000
Curran and Lewis Investment Management Inc 830 Menlo Ave Ste 210, Menlo Park, CA 94025 65046xxxx0
Edward Jones - Financial Advisor: Paul A Dines 69 Washington St Santa Clara, CA 95050
40898xxxx9 a.j*********@e**********.com 5 1 85188
NF Wealth Management - Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx0 amb****************@a***.com 63 4 62
Deborah Abel Cfp 9 Vasilakos Ct, Menlo Park, CA 94025
65032xxxx3 ala**********@s****************.com
271 State Street 170 State St, Los Altos, CA 94022
65094xxxx9 inf*@s****************.com
Pariveda Investment Manage 5050 El Camino Real, Los Altos, CA 94022
65058xxxx2 bmu****@p*******.com
Umpqua Bank 289 S San Antonio Rd, Los Altos, CA 94022
65055xxxx5 aar*********@u*********.com
Umpqua Bank 3150 Almaden Expy Ste 223, San Jose, CA 95118
40896xxxx6 aar*********@u*********.com
Eric Stryker - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx4 dns*****@a***.com
Lightspeed Venture Partners 2200 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx0 bej**@l***********.com 5170 170 5400
Robert Cleland & Todd Armer 1999 S Bascom Ave, Campbell, CA 95008 40837xxxx8 ant*******@a***.com 132680 134000
SageView Advisory Group 2570 North First St San Jose, CA 95131
40834xxxx0 ane**@s***************.com 5 1
Tai Ning Trading & Investment Co Inc 2209 El Camino Real, Palo Alto, CA 94306 65032xxxx8
Sears Capital Management Inc 300 3rd St Ste 6, Los Altos, CA 94022 65094xxxx7
David Cooper - Private Wealth Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 dav***********@a***.com 162
College Planning ABC 3031 Tisch Way 110 Plz W San Jose, CA 95128
40891xxxx8 che********@g****.com 4.9 56
Gulati & Associates 2350 Mission College Blvd # 1160, Santa Clara, CA 95054
40898xxxx0 ani*@g**************.com 3 2
Pacific Edge Inv Mgmt 800 W El Camino Real, Mountain View, CA 94040 65094xxxx5
Arti Investment Properties 2975 Bowers Ave, Santa Clara, CA 95051 40884xxxx1
LPL Financial 525 W Remington Dr Ste 124, Sunnyvale, CA 94087
40873xxxx8 aar********@l**.com 20006 208
Johnson Lyman Wealth Advisor 4966 El Camino Real, Los Altos, CA 94022
65049xxxx3 bec***@j*******.com
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx9 dns*****@a***.com
Tayan Partners Fund LP 1135 Trinity Dr, Menlo Park, CA 94025 65085xxxx1
Katco Financial Services Sunnyvale, CA 94085
40872xxxx0 inf*@s*****************.de
Robert W Baird & Co 1661 Page Mill Rd, Palo Alto, CA 94304
65085xxxx3 aac*****@r******.com 8171 956 8700
Special Needs Planning Group 4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054
40863xxxx2 inf*@s***.org 48
Carlsbad Capital Investment 1259 El Camino Real # 266, Menlo Park, CA 94025 65032xxxx5
Grassi Investment Management 2350 Mission College Blvd #190, Santa Clara, CA 95054
65093xxxx0 buz**@g***********.com
Sierra Pacific Financial Advisors 39899 Balentine Dr, Newark, CA 94560
51043xxxx8 ama@s********.com 84 88
Liberty Group 419 N Shoreline Blvd Mountain View, CA 94043 65056xxxx0
Sequoia Capital 3000 Sand Hill Rd, Menlo Park, CA 94025
65085xxxx7 a@s*********.com
Edward Jones - Financial Advisor: Linh B Thai 298 South Sunnyvale Ave Ste 103 Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com
Christian S Tice San Jose, CA 95128 40837xxxx0
Woodside Capital Partners 2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303
65039xxxx4 akh*************@w**********.com
A Life Well Spent 19925 Stevens Creek Blvd, Cupertino, CA 95014
40897xxxx7 joh*@a*************.net
Vanguard Venture Partners 525 University Ave, Palo Alto, CA 94301 65032xxxx0
Calhomes 510, 94085 Lawrence Expy STE 209, Sunnyvale, CA 94085
40873xxxx0 ram***@r**********.com
Nancy Versoza | The Queen Of Infinite Banking 4623 Novato St, Union City, CA 94587
51078xxxx8 hel**@l*******.com
Pearlman Properties Parking, lot 4633 Old Ironsides Dr #100, Santa Clara, CA 95054
40872xxxx8 ed.*****@p*****************.com
S P Asset Management 20380 Town Center Ln, Cupertino, CA 95014
40825xxxx1 off***@s****************.net
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx7 arn**********@a***.com 93 97
Tone Tran-Private Client Advisor 50 W San Fernando St, San Jose, CA 95113
40830xxxx9 aab****@b************.com 40848 177 41000
Fan Asset Management 2700 Augustine Dr, Santa Clara, CA 95054 40874xxxx2 ste********@f*******.com
Westridge Wealth Strategies 158 Goya Rd, Portola Valley, CA 94028 65023xxxx2 rob@w**************.com
Orchard Commercial Inc 2055 Laurelwood Rd, Santa Clara, CA 95054
40892xxxx0 amu***@o****************.com 3 2
Smart Wealth Strategies 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 40840xxxx0
Bellatore Financial Inc 1550 The Alameda Ste 209, San Jose, CA 95126
40861xxxx7 bro**@b********.com
Morris Jeffrey A Group Inc 2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025
65085xxxx3 inf*@l**************.org
Homestretch Properties 1925 Winchester Blvd Ste 20, Campbell, CA 95008 40833xxxx8
Raegen, Parker and Associates - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 arm**********@a***.com 200 4 202
Honu Wealth Management 1307 S Mary Ave, Sunnyvale, CA 94087
40821xxxx0 g.w*******@h*********.com
Cerity Partners 779 Altos Oaks Dr, Los Altos, CA 94024
65094xxxx1 aad***@c*************.com 3 2
Brett W. Berry 2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025
65023xxxx8 add********@f************.com 90275 115000
Global Bancorp 700 E El Camino Real Mountain View, CA 94040
65081xxxx0 ali******@b****************.com
Gibraltar Investment Corp 4546 El Camino Real, Los Altos, CA 94022
65094xxxx0 ef@g*******.com
Investor Center 1665 Charleston Rd Mountain View, CA 94043
Nightingale Financial Advisory 2600 El Camino Real, Palo Alto, CA 94306
65084xxxx0 aba*****@r************.com 2775 26 3300
Buckingham Asset Management 2445 Faber Pl, Palo Alto, CA 94303
40836xxxx0 ada***@b****************.com 538 3 629
JR Financial & Insurance Services 2005 De La Cruz Blvd # 120, Santa Clara, CA 95050
40864xxxx2 jam**@j****.com 5 5 175 10 185
Kollreal 2000 Wyatt Dr, Santa Clara, CA 95054
40858xxxx0 aab***@k***.com
Amidzad 353 University Ave, Palo Alto, CA 94301 65032xxxx7 akb**@m***********.com 36911 36000
The Asguard Insurance Agency Sunnyvale, CA 94087
40865xxxx6 les*****@t*********.com
City National Bank 301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086
40896xxxx0 aba*******@n*******.cnb 5371 151 5900
Diversified Investments 2901 Moorpark Ave San Jose, CA 95128 40855xxxx2
Norris Fiduciary Services Scotts Valley, CA 95066
40829xxxx0 nan**@n**************.net 5 1
Quach, Chien & Associates - Ameriprise Financial Services 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 ale************@a***.com
Billy Guan, Real Estate and Financial Professional Walnut Creek, CA 94596
53034xxxx4 ali****@r********.com 5 4
Voila Investment Corporation 19925 Stevens Creek Blvd, Cupertino, CA 95014 40897xxxx8 dav**@e***********.com 2 3
Allstate Personal Financial Representative: Joyce Cave 617 Veterans Blvd Ste 215, Redwood City, CA 94063
65075xxxx1 a****00@a*******.com
Rick DuPont 2100 El Camino Real, Palo Alto, CA 94306
65023xxxx0 add********@f************.com
McKinley Capital Investment 3700 Beacon Ave Apt 430, Fremont, CA 94538 70471xxxx4
Landmark Wealth Management Group- San Jose 2021 The Alameda STE 390, San Jose, CA 95126
40898xxxx7 bjo*********@l*************.com 374 7 588
Tierney & Co 425 E Remington Dr #5, Sunnyvale, CA 94087
40873xxxx0 inf*@t**************.com 3.4 21
Ester Ng - Financial Advisor, Ameriprise Financial Services 164 Main St Ste 206, Los Altos, CA 94022
65094xxxx0 dns*****@a***.com 16 17
Eaerendil 445 S San Antonio Rd, Los Altos, CA 94022 65094xxxx1
tradesstation24 Santa Clara, CA 95054
23424xxxx3
Rembrandt Venture Partners 2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025
65023xxxx4 adm**@r**********.com
Edward Jones - Financial Advisor: Andrew S Castro 1100 Alma St Ste 201, Menlo Park, CA 94025
65032xxxx1 a.j*********@e**********.com
Dag Ventures 251 Lytton Ave, Palo Alto, CA 94301
65054xxxx0 deb****@d**********.com
Emarica Investment Group 5205 Prospect Rd Ste 135-237 San Jose, CA 95129
65039xxxx4
Jaic America 525 University Ave Ste 210, Palo Alto, CA 94301 65061xxxx1
Edward Jones - Financial Advisor: Stephen C Kagan 1100 Alma St Ste 201, Menlo Park, CA 94025 65032xxxx1
Securities America 1262 E Hamilton Ave, Campbell, CA 95008
40837xxxx1 aad********@s****************.com
TD Ameritrade 1950 University Ave, East Palo Alto, CA 94303
80066xxxx0 api@t***********.com 646210 192 658000
J & S Management 702 Marshall St, Redwood City, CA 94063
65036xxxx0
Steven Isaacson - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx2 dns*****@a***.com
Samantha Quintanilla - Keller Williams Peninsula Estates 1430 Howard Ave, Burlingame, CA 94010
65097xxxx9 acc**********@k*.com 5 4 5 19 199106
Matrix Insurance Agency 4655 Old Ironsides Dr, Santa Clara, CA 95054
40898xxxx6 cha**@m*******.com
Northwestern Mutual - Dan Madsen 1190 Saratoga Ave #250, San Jose, CA 95129
40853xxxx0 d.m*****@n*.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services 591 W Hamilton Ave Ste 110, Campbell, CA 95008
40866xxxx8 dns*****@a***.com 17
Stifel 550 S Winchester Blvd #500, San Jose, CA 95128
40898xxxx1 4777 5200
Vikram Kohli - Ameriprise Financial Services 3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054
40898xxxx5 dns*****@a***.com
Golden State Property Management 4010 Moorpark Ave #212, San Jose, CA 95117
40847xxxx5 boz**@g****************************.com 3.9 74
Fisher Lynch Capital 2882 Sand Hill Rd, Menlo Park, CA 94025 65028xxxx5
Life Organizers 19925 Stevens Creek Blvd Cupertino, CA 95014 40897xxxx7
Kk Wealth Advisors 4300 El Camino Real Los Altos, CA 94022
65094xxxx0 e7e*************************************@w*****************.com
Johnson Lyman Wealth Advisors 2600 El Camino Real, Palo Alto, CA 94306
65049xxxx3 bec***@j*******.com
Jhahleh’s Consulting Services 4719 Quail Lakes Dr Stockton, CA 95207
20997xxxx9 fil***@g******.com
Blue Oak Capital 2600 El Camino Real Ste 415, Palo Alto, CA 94306 65025xxxx5
691 Milpitas Investors 691 S Milpitas Blvd, Milpitas, CA 95035 40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services 1700 Winchester Blvd Ste 103, Campbell, CA 95008
66930xxxx8 dns*****@a***.com
Carbon Venture Partners 125 University Ave Ste 88, Palo Alto, CA 94301 65066xxxx3
Catherine Dooling 650 Live Oak Ave, Menlo Park, CA 94025 65043xxxx3
Edward Jones 298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com 5 4 84699
McKinley Financial Group 555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065 65055xxxx0 5 1
Santikul, Clifton 99 Almaden Blvd, San Jose, CA 95113
40894xxxx5 wms**********@r**.com 14774 16000
Eric Han - Ameriprise Financial Services 591 W Hamilton Ave Ste 110 Campbell, CA 95008
40866xxxx9 dns*****@a***.com
168 Realty 1797 Shamrock Ave, Santa Clara, CA 95051
40876xxxx4 rea*********@g****.com
Gunn Financial 19925 Stevens Creek Blvd, Cupertino, CA 95014
40897xxxx2 a.j*********@e**********.com
Mission Investment Capital 39650 Liberty St, Fremont, CA 94538 51027xxxx0
Enterprise Trust & Investment 15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032
40835xxxx1 ent*******@e***************.com
Third Point 2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025 65039xxxx5
Morgan Stanley Wealth Management 16000 Los Gatos Blvd, Los Gatos, CA 95032 40835xxxx0
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services 1905 The Alameda, San Jose, CA 95126
40828xxxx0 arm**********@a***.com 200 4 202
King Paul 2105 S Bascom Ave Ste 148, Campbell, CA 95008 40887xxxx9
Sierra Ventures 2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025
65085xxxx0 aar**@s*************.com
UBS Financial Services Inc. 775 Page Mill Rd, Palo Alto, CA 94304 65049xxxx0 acc***************@u**.com
Family Wealth Consulting Group 1740 Technology Dr Ste 260, San Jose, CA 95110 40845xxxx0 a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 dns*****@a***.com
Mwy Fund Service 555 Twin Dolphin Dr, Redwood City, CA 94065 65048xxxx1
Cefcu 171 Branham Ln Ste 12, San Jose, CA 95136
40854xxxx0 aal**************@c****.com
Winchester Development Group Co Borelli 1245 S Winchester Blvd, San Jose, CA 95128 40826xxxx9
Ameriprise Financial Advisors 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 ame****************@e*.ameriprise
Jon Goldstein 2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65035xxxx0 acc************@f************.com
Umpqua Bank 225 W Santa Clara St Ste 150, San Jose, CA 95113
40875xxxx0 aam*********@u*********.com 4 1189 50651 669 49000
Circarta Group Inc 2209 S Bascom Ave, Campbell, CA 95008 40887xxxx1
Happy Investments Inc Sunnyvale Ca 773 E El Camino Real #1035-E, Sunnyvale, CA 94087
40872xxxx5 cat*********@g****.com
Kris Sorensen - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx5
Commercenet 169 University Ave, Palo Alto, CA 94301
65028xxxx0 all************@c*******.net
First Republic Bank - Temp. CLOSED 401 San Antonio Rd Ste 68 Mountain View, CA 94040
65038xxxx8 acc************@f************.com 5 7
Securities America Inc 2000 Broadway St, Redwood City, CA 94063 65036xxxx3 aar********@s****************.com
Oh We Fancy 1901 Harrison St Ste 1100 Oakland, CA 94612
80077xxxx3 sal**@s******.com 4843
Myhomesus Investments 2787 Moorpark Ave San Jose, CA 95128 42477xxxx0 ada******@e******.com 3.4 5 5 1 4.8 67 3747 2043 3600
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx9 and**********@a***.com
Fidelity Investments 398 W El Camino Real Sunnyvale, CA 94087
40873xxxx0 a61****@f*******.com 3.7 26 2.6 32 319987
Makena Capital Management 2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65092xxxx0 aaq****@m********.com
Morgan Stanley Wealth Management 2882 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx1 acm***********@m************.com
Mills Property & Investment Management 881 Park Ave, San Jose, CA 95126 40856xxxx5
Invest Zone Home Loan - Albert Lee 830 Stewart Dr #211, Sunnyvale, CA 94085 41526xxxx0
Cambria Group 2055 Woodside Rd Ste 195, Redwood City, CA 94061
65032xxxx0 cry**@c***********.com
Plenaris Advisory 950 S Bascom Ave San Jose, CA 95128
40829xxxx8 ple*************@g****.com
Edward Jones - Financial Advisor: Travis Benjamin, CFP® 1001 Laurel St Ste D, San Carlos, CA 94070
65063xxxx4 a.j*********@e**********.com 87630 100000
Morgan Stanley 2775 Sand Hill Rd, Menlo Park, CA 94025
83365xxxx7 acm***********@m************.com
Bo Shan 650 Live Oak Ave, Menlo Park, CA 94025 65043xxxx3
El Dorado Ventures 2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025 65085xxxx0
Beacon Pointe Advisors 900 E Hamilton Ave Ste 120 Campbell, CA 95008
40826xxxx0 aba*****@b***********.com 2.3 3
Lai Hing Ester Ng - Ameriprise Financial Services 164 Main St Ste 206 Los Altos, CA 94022
65094xxxx0 dns*****@a***.com
Morgan Stanley 225 W Santa Clara St, San Jose, CA 95113
40894xxxx0 aal*******@m************.com 113325 3090 131000
Ingram & Associates Inc. 665 Belden Ct, Los Altos, CA 94022
65091xxxx8 con****@i*********************.com
Kensington Financial Group 1101 S Winchester Blvd Ste I-208 San Jose, CA 95128
40824xxxx5 fil***@f**********.com 5 1
Integral Financial 1072 S De Anza Blvd Ste A206 San Jose, CA 95129
40899xxxx8 dee***********@i***.biz 1 4
SDL Ventures/SDL Capital 4984 El Camino Real Ste 230 Los Altos, CA 94022
65055xxxx5 fki*****@s**********.com
MoneyWise Financial Advisors 19925 Stevens Creek Blvd #100, Cupertino, CA 95014
40897xxxx1 jno***@m**********.com
Triple Point Capital Partners 2420 Sand Hill Rd, Menlo Park, CA 94025
65085xxxx0 j.s****@t***.com
Vannini Capital Management 203 Redwood Shores Pkwy, Redwood City, CA 94065 65061xxxx0
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services 1905 The Alameda, San Jose, CA 95126
40828xxxx0 arm**********@a***.com 4.5 2 200 4 202
Victory Finance Inc 2445 Augustine Dr #150, Santa Clara, CA 95054
65038xxxx8 inf*@v****************.com 5 1
Rockpoint Capital 419 S San Antonio Rd, Los Altos, CA 94022 65055xxxx0
Dan Goldie Financial Services - Dirk Gilliard 750 Menlo Ave Ste 200, Menlo Park, CA 94025 65056xxxx1
Sami Najafi Shaeghi-Wealth Financial Advisor 50 W San Fernando St, San Jose, CA 95113
40849xxxx8 aab****@b************.com 3 1064 98478 1602 99000
Securities America Inc 160 W Santa Clara St, San Jose, CA 95113
40879xxxx4 aad********@s****************.com
Bay Ventures Group 101 California St, San Francisco, CA 94111
41590xxxx9
Cec Capital Management 2635 N 1st St, San Jose, CA 95134 40843xxxx5
Goldie Dan Finanical Services 750 Menlo Ave Ste 200, Menlo Park, CA 94025 65056xxxx1
Classic Portfolio Management 138 Yale Rd, Menlo Park, CA 94025 65032xxxx0
Evercore 2494 Sand Hill Rd, Menlo Park, CA 94025 65056xxxx0
Falcon Wealth Planning 2570 N First St Ste 200 San Jose, CA 95131
85596xxxx6 inf*@f*******.com 4.7 14 1 1
Flagstar Bank 19330 Stevens Creek Blvd, Cupertino, CA 95014
40883xxxx0
Ruby Lin - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
65060xxxx1 blu********@r**.com
Michael B Mulvihill Cfp 4030 Moorpark Ave, San Jose, CA 95117 40824xxxx1 dom****@a***********.com 3 2 2986 27 3500
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™ 39500 Stevenson Pl Ste 201, Fremont, CA 94539
51079xxxx0 a.j*********@e**********.com 87384 100000
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™ 1165 Lincoln Ave Ste 320, San Jose, CA 95125
40899xxxx5 a.j*********@e**********.com 87601 100000
Gold Quest Investment 333 W Maude Ave Ste 103, Sunnyvale, CA 94085 40873xxxx8
Edelman Financial Engines 3945 Freedom Cir #950, Santa Clara, CA 95054
83375xxxx3 aar*******@e**********************.com 4.5 2 18780 20 20000
Goldsmith & Szabo 167 S San Antonio Rd Ste 16 Los Altos, CA 94022 65094xxxx0
Moore Financial Services, Inc. 39275 State St, Fremont, CA 94538
51049xxxx0 che***@m*************.com
Chad Parker - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 arm**********@a***.com 200 4 202
Dinesh Sawal - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 alf***********@a***.com 128
TD Ameritrade 19349 Stevens Creek Blvd Cupertino, CA 95014
40897xxxx0 api@t***********.com 3 4 646210 192 658000
Affine Finance 1250 Oakmead Pkwy, Sunnyvale, CA 94085 41586xxxx7
Eckmann, Lois 3075A Hansen Way, Palo Alto, CA 94304
65047xxxx6 ale*********@m*.com
Sullivan & Serwitz Investment 779 Altos Oaks Dr, Los Altos, CA 94024
65094xxxx1 aba****@c*************.com 3 2
Edward Jones 16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032 40835xxxx8 a.j*********@e**********.com 87631 100000
Nexit Ventures 12930 Saratoga Ave Ste B9, Saratoga, CA 95070
40872xxxx5 ant**********@n************.com
Petersen Cathleen EA 14583 Big Basin Way Ste 6, Saratoga, CA 95070
40874xxxx2 adm**@c***************.com 5 2
Daniel Lee 2100 El Camino Real, Palo Alto, CA 94306
65047xxxx7 add********@f************.com
Fulton Wealth Management Group-Morgan Stanley 1400 Page Mill Rd, Palo Alto, CA 94304
65085xxxx6 acc**********@m************.com
Rivermark Wealth Management 800 W El Camino Real Ste 180 Mountain View, CA 94040
40837xxxx7 inf*@f*******.com 5 6 5 1 254 21 290
Umpqua Bank Home Lending 225 W Santa Clara St Ste 150, San Jose, CA 95113
40883xxxx5 aar*********@u*********.com 4 1189 50650 669 49000
Kera Capital Partners Sacramento, CA 95817
40866xxxx4 inf*@k******.com
Yintai Investment Company 2001 Gateway Pl, San Jose, CA 95110 40856xxxx3
Thompson Hutton 800 El Camino Real, Menlo Park, CA 94025
65061xxxx2 inf*@l**************.com 2 2
Corporate Commercial Real Estate Counselors CCREC 900 Lafayette St Ste 705 Santa Clara, CA 95050
40874xxxx0 inf*@c*******.com 5 6
Eric Han - Financial Advisor, Ameriprise Financial Services 591 W Hamilton Ave Ste 110, Campbell, CA 95008
40866xxxx9 dns*****@a***.com
Embarcadero Capital Partners 99 Almaden Blvd, San Jose, CA 95113 40897xxxx4
Borelli Investment Co 1275 S Winchester Blvd, San Jose, CA 95128 40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services 1905 The Alameda, San Jose, CA 95126
40828xxxx0 arm**********@a***.com 200 4 202
Constellation Wealth Advisors 3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025
65041xxxx9 dav**@c**************.com
Jim Galindo - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx5 rbc*********@r**.com
Crescendo Venture 600 Hansen Way, Palo Alto, CA 94304
65047xxxx0 bpl***@c****************.com
Onesta Wealth Management, LLC 900 E Hamilton Ave, Campbell, CA 95008
40878xxxx8 joh******@o***********.com 5 6 40
Edward Jones 2778 Middlefield Rd, Palo Alto, CA 94306 65032xxxx6 a.j*********@e**********.com 87631 100000 5 1
U.S. Venture Partners 2735 Sand Hill Rd, Menlo Park, CA 94025
65085xxxx0 aad***@u***.com
Morgan Stanley Wealth Management 1400 Page Mill Rd, Palo Alto, CA 94304
65049xxxx0 acm***********@m************.com
Sensiba 5960 Inglewood Dr Ste 201 Pleasanton, CA 94588
92527xxxx0 aar**@s*****.com 1.7 7 461 51 474
Everest Management Corp 10080 N. Wolfe Rd, 100 Suite SW3, Cupertino, CA 95014
40850xxxx5 dav**@e***********.com
Cagan Mc Afee Capital Partners 20400 Stevens Creek Blvd, Cupertino, CA 95014
40887xxxx0 air*@c***.com
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx9 dns*****@a***.com
Scundi Investment Management, LLC 19925 Stevens Creek Blvd #100, Cupertino, CA 95014
40897xxxx8 ebe*@e*******.com
Dean Jackson 2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65035xxxx6 add********@f************.com
Merrill Lynch Wealth Management 560 S Winchester Blvd, San Jose, CA 95128
40826xxxx1 ale*********@m*.com 11
RMK Scale Ventures 2330 Cabrillo Ave, Santa Clara, CA 95050
40851xxxx4 app**@r****.com
Edward Jones - Financial Advisor: Aileen A Low 4966 El Camino Real, Ste 125 Los Altos, CA 94022
65056xxxx1 a.j*********@e**********.com
Charles Schwab 240 3rd St Ste 100 Los Altos, CA 94022
65091xxxx3 ask******@s*****.com 3.4 9
Pirates Payment Processing Solution Pittsburg, CA 94565 51035xxxx1
Unire Real Estate Group 883 N Shoreline Blvd, Mountain View, CA 94043
40844xxxx6 inf*@u*********.com 5 1
Bradley Noval - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx9 bno***@a***.com
Realtor 5201 Great America Pkwy Suite 320, Santa Clara, CA 95054
41561xxxx5 c18*****************************@s*****.wixpress 5 23
Arlington Land & Investmen T Co. Inc. PO Box 1237, San Jose, CA 95108 40827xxxx5
Don Woo - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx8 don****@r**.com
Morgan Stanley Wealth Management 2725 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx0 aal*******@m************.com 113354 3089 131000
H & Q Asia Pacific 400 Hamilton Ave Ste 250, Palo Alto, CA 94301
65083xxxx8 ahu***@h***.com
Giordano Wealth Management Group 644 N Santa Cruz Ave, Los Gatos, CA 95030
40835xxxx4 all****@t******.com 5382 47 5500
Daulat 30920 Huntwood Ave Ste 203 Hayward, CA 94544
34787xxxx5 ric*@d******.com 2567 2900
Thomas & Atkinson Capital Mgmt 1040 Noel Dr, Menlo Park, CA 94025 65092xxxx5
Duke Nguyen - Real Estate Way of Life San Jose, CA 95112
66923xxxx2 duc*******@c******.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 dav***********@a***.com
Global Financial Manage Inc 2471 Autumnvale Dr, San Jose, CA 95131 40858xxxx0
Securities American 101 Metro Dr, San Jose, CA 95110
40845xxxx0 aar********@s****************.com
Odus & Associates LLC. R.E Investment & Management 2787 Moorpark Ave, San Jose, CA 95128
40888xxxx4 cus************@n***********.com
Wells Fargo Advisors 550 S Winchester Blvd #601, San Jose, CA 95128
40824xxxx0 a-w***************@w*****************.com
Homi Vacation Rentals 2010 El Camino Real #1390, Santa Clara, CA 95050
40859xxxx9 5 15
MYeCFO 171 Main St Ste 230 Los Altos, CA 94022
65023xxxx9 adv*****@m*****.com 2 1
Honosutomo, Lucie 99 Almaden Blvd, San Jose, CA 95113
40894xxxx4 rbc*********@r**.com 14775 16000
The Angels Forum Management Company PO Box 1605, Los Altos, CA 94023
65085xxxx0 car**@h*******.com
Alan D Biller & Assoc Inc 535 Middlefield Rd Ste 230, Menlo Park, CA 94025
65032xxxx3 ala*@a*********.com 5 2
Merrill Lynch Wealth Management 333 Middlefield Rd, Menlo Park, CA 94025
65047xxxx8 ban********************@m*.com
Vertex Wealth Management 640 W California Ave Suite 210, Sunnyvale, CA 94086
65081xxxx6 dom***@e***********.com
Venture Growth Associates 2479 E Bayshore Rd Palo Alto, CA 94303 65085xxxx0
Whelan Capital Management 702 Marshall St, Redwood City, CA 94063 65036xxxx0
Edward Jones - Financial Advisor: Jim Knipple 69 Washington St, Santa Clara, CA 95050 40898xxxx9
TA Associates 70 Willow Rd, Menlo Park, CA 94025
65032xxxx0 aad*****@t*.com
Mission Hill Investments Inc 212 Clarence Way, Fremont, CA 94539 51062xxxx4
Edward Jones - Financial Advisor: Christopher D Anderson 4855 Atherton Ave Ste 100, San Jose, CA 95130 40837xxxx4
Beck Investment Management 345 Hamilton Ave, Palo Alto, CA 94301 65032xxxx0
Skyline Asset Management 121 W Washington Ave, Sunnyvale, CA 94086 40874xxxx7
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS™ 165 University Ave, Palo Alto, CA 94301
65032xxxx3 a.j*********@e**********.com
evolution 19925 Stevens Creek Blvd, Cupertino, CA 95014
gvl*******@w******************.com
Kilinamjaro Capital 1047 El Camino Real, Menlo Park, CA 94025
65025xxxx0
Liberty Asset Management 544 San Antonio Rd Mountain View, CA 94040 65055xxxx1
Milpitas Boulevard Ventures 691 S Milpitas Blvd, Milpitas, CA 95035 40895xxxx5
Oimatsu USA |Fiduciary Holdings & SECURITIES COMPANY| 66930xxxx2
Boston Common Asset Management 702 Marshall St, Redwood City, CA 94063 65029xxxx9
3P Equity Partners 3031 Tisch Way Ste 130, San Jose, CA 95128
40898xxxx0 inf*@3*******.com 5 1
Fox Paine & Company 3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025
65023xxxx5 amb***@f*******.com
Siena Wealth Management Inc 1550 The Alameda Ste 300, San Jose, CA 95126 40828xxxx0 rho****@s**********.com 5382 47 5500
Curran & Lewis Investment MNT 555 Twin Dolphin Dr, Redwood City, CA 94065
65062xxxx2 fer*****@c*************.com
RWC Property Services 10080 N Wolfe Rd, Cupertino, CA 95014
40882xxxx6 ada*@l******.io 2.3 9
Stephen J Pavlina Investments 575 E Remington Dr #1G, Sunnyvale, CA 94087 40873xxxx3
Baird Global Investment Banking 4 Main St # 50, Los Altos, CA 94022
65094xxxx0 aac*****@r******.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx0 ama*********@a***.com 201 2 202
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
Integrated Wealth Management 1275 Lincoln Ave Ste 8, San Jose, CA 95125
40828xxxx6
Whitney Investment Co. 801 Brewster Ave, Redwood City, CA 94063 65036xxxx0
Peter Jung - Ameriprise Financial Services 1700 S Winchester Blvd Ste 103 Campbell, CA 95008
40855xxxx3 dns*****@a***.com
Bettencourt Real Estate Services 1251 Park Ave, San Jose, CA 95126
40827xxxx0 adv********@m**********.com 4 4 4045 124 4700
Castellon Professional Services 1279 Poplar Ave No.119 Sunnyvale, CA 94086
41565xxxx6 j*n*@m*********.com 5 1
Saratoga Hills Group 20370 Town Center Ln Ste 122 Cupertino, CA 95014
40897xxxx3 inf*@s*****************.com
Tahoe Asset Management 19925 Stevens Creek Blvd, Cupertino, CA 95014 40865xxxx7
Protected Investors Of America 39111 Paseo Padre Pkwy, Fremont, CA 94538 51074xxxx4 afa****@p*****************.com
Simply Do It Cupertino, CA 95014
65044xxxx4 ama***@s*********.net 4.8 23
The Blue Jade Wealth Management Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx3 blu********@r**.com
Dfj 2882 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx0 abd*********@d**.com
Zuk & Associates 535 Middlefield Rd, Menlo Park, CA 94025
65032xxxx5 aga***@z***********.com
Infinity Investment Consulting 4127 Bay St Ste 3, Fremont, CA 94538 51044xxxx0
Hilary Hendershott Wealth Management 1922 The Alameda, San Jose, CA 95126 40876xxxx5
Danny Rozansky, Robertson Stephens 1550 El Camino Real Ste 250, Menlo Park, CA 94025
41550xxxx0 abl**@r********.com 996 8 1000
Money Intelligence Cupertino, CA 95014
40865xxxx3 con****@m*********.com 1 2
Platinum Retirement Solutions 1101 S Winchester Blvd Ste A109, San Jose, CA 95128
40824xxxx7 inf*@p**************************.com 2
Us Trust 1000 El Camino Real Ste 100, Menlo Park, CA 94025 65046xxxx0
Philip T Castaneda - RBC Wealth Management Financial Advisor 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx0 phi*************@r**.com
Investment Exchange Services 360 Kiely Blvd, San Jose, CA 95129 40898xxxx5
Edv Management 702 Oak Grove Ave, Menlo Park, CA 94025 65085xxxx0
F & W Investment Co. 3750 Charter Park Dr, San Jose, CA 95136 40826xxxx6
Brian Araki 2100 El Camino Real, Palo Alto, CA 94306
65047xxxx3 acc************@f************.com
Pariveda Investment Management 5050 El Camino Real Ste 102 Los Altos, CA 94022
65058xxxx1 ach************@p*******.com
Hedge Trackers 1190 Saratoga Ave #110, San Jose, CA 95129
40835xxxx0 adm**@h************.com
Merrill Lynch Wealth Management 5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129
40855xxxx0 aas***********@m*.com
Tellus
abu*****@t********.com 4.6 9
Currenex 1700 Seaport Blvd Ste 240, Redwood City, CA 94063
65036xxxx7 aca****@c*******.com
KLVG Property Holdings 710 Lakeway Dr # 200, Sunnyvale, CA 94085
41425xxxx7 c18*****************************@s*****.wixpress 3 1
Osborne Partners Capital Management 525 Middlefield Rd, Menlo Park, CA 94025
65085xxxx0 aar****@o**************.com
Bay Street Capital Holdings
51085xxxx1 hxx*****@b***********************.com 5 27
REI Invest Inc. 1161 Ringwood Ct Ste 130, San Jose, CA 95131 40843xxxx6 1 1
Golden Bay Capital 2910 Stevens Creek Blvd San Jose, CA 95128 40824xxxx9
Castaneda-Sargenti-Pace Wealth Management Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx0 phi*************@r**.com
Gibraltar Investment Corp 250 Del Medio Ave, Mountain View, CA 94040
65094xxxx2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx5 dch***@a***.com 36 38
RFS Investment 1217 Matisse Ct Sunnyvale, CA 94087 40877xxxx8
Kaspick & Company 203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065 65058xxxx0
Cefcu 3980 Rivermark Plz, Santa Clara, CA 95054
40854xxxx0 aal**************@c****.com 5 3 50684
El Camino Investment 2051 El Camino Real, Palo Alto, CA 94306 65032xxxx2
Albert Hsia - Financial Advisor, Ameriprise Financial Services 1905 The Alameda, San Jose, CA 95126
40828xxxx0 alb**********@a***.com
Brian’s Trade Sunnyvale, CA 94089 66920xxxx4
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™ 43360 Mission Blvd Ste 210, Fremont, CA 94539
51065xxxx6 a.j*********@e**********.com 149 5 151
Connor Group 3979 Freedom Cir Ste 700 Santa Clara, CA 95054
65030xxxx1 aar**@c*******.com 4.5 2 262
iManagements, LLC 970 W El Camino Real #3, Sunnyvale, CA 94087
40846xxxx5 inf*@i************.com
Morgan Stanley Wealth Management 1001 Page Mill Rd, Palo Alto, CA 94304 65049xxxx0 a.c******@p********.com 112980 3042 129000
Eaerendil 885 N San Antonio Rd, Los Altos, CA 94022 65094xxxx4
Lehrer Management Co. 20400 Stevens Creek Blvd, Cupertino, CA 95014
40899xxxx9 adi**@c******.com 5 44 964
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx2 deb***************@a***.com 88 90
Fremont Bank 160 W Santa Clara St Ste 100, San Jose, CA 95113
40866xxxx1 a.a*****@f**********.com 7265 335 7300
Greta Tseng - BQ Realty 3080 Olcott St Ste D232 Santa Clara, CA 95054
51076xxxx5 aar********@g****.com
Steve Bono 2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025
65035xxxx5 acc************@f************.com
Swan Ventures Serving theSunnyvale Area 65032xxxx1
Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™ 987 University Ave Ste 11, Los Gatos, CA 95032
40835xxxx8 a.j*********@e**********.com 87631 100000
Prialta Advisors 1737 N 1st St, San Jose, CA 95112 40843xxxx0
Tiemann Investment Advisors 750 Menlo Ave, Menlo Park, CA 94025
65056xxxx0 inf*@t******.net
Luma Partners 125 University Ave, Palo Alto, CA 94301
65046xxxx0 ago*******@l***********.com 424 33 484
Tray3 150 Alta Vista Dr, Atherton, CA 94027 65023xxxx2
Ameriprise Financial Advisors 3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054
40898xxxx5 ame****************@e*.ameriprise 132678 134000
Elgan Investments 883 N Shoreline Blvd Mountain View, CA 94043
40872xxxx9 baf*****************************@s*****.wixpress
Capital Asset Management Co 2555 Park Blvd, Palo Alto, CA 94306 41526xxxx8
My Truong - Ameriprise Financial Services 1700 S Winchester Blvd Ste 103 Campbell, CA 95008
66930xxxx8 dns*****@a***.com
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Edward Jones 2280 Lincoln Ave Suite 100, San Jose, CA 95125
40844xxxx6 a.j*********@e**********.com 87358 99000
Alpha Wealth Management Group - UBS Financial Services Inc. 355 Santana Row Ste 2050, San Jose, CA 95128
40828xxxx6 abc*******@u**.com
Investors Capitol Management 1100 Alma St Ste 200, Menlo Park, CA 94025 86696xxxx1 bri***@f*******.com
Sigma Partners 1600 El Camino Real, Menlo Park, CA 94025
92590xxxx2 am@s************.com
S.I.M. Investment Corporation 65 W Hamilton Ave Ste 4, Campbell, CA 95008 40842xxxx0
Frank A Branson Inc 435 Middlefield Rd, Palo Alto, CA 94301 65032xxxx0
Parkhurst, Justin 99 Almaden Blvd, San Jose, CA 95113
41544xxxx0 rbc*********@r**.com
GSV Asset Management 2925 Woodside Rd, Woodside, CA 94062
65023xxxx7 cat******@g****.com
Vasona Financial Group 16615 Lark Ave Ste 200, Los Gatos, CA 95032
40835xxxx0
Sears Capital Management 300 3rd St Ste 6 Los Altos, CA 94022 65094xxxx7
Minjoo Lee, CPA 2950 Merced Street Suite 102D San Leandro, CA 94577 41525xxxx1 5 2
Bedrock Capital Management Inc 4300 El Camino Real, Los Altos, CA 94022
65020xxxx4 acf***@a***.com
Algo Depth 2191 Louis Rd, Palo Alto, CA 94303
40193xxxx8
Edward Jones - Financial Advisor: Evonne Carter 855 Oak Grove Ave, Menlo Park, CA 94025
65032xxxx3 a.j*********@e**********.com 85136
S4 Capital 560 S Winchester Blvd, San Jose, CA 95128 40823xxxx0 11
Bordeaux Wealth Advisors 1550 El Camino Real Ste 100, Menlo Park, CA 94025
65028xxxx5 inf*@b***************.com
Hynek Financial Adviser's 333 W Santa Clara St Ste 606, San Jose, CA 95113
40899xxxx0 gay*******@l**.com
Federal Realty Investment Trust 3155 Olsen Dr, San Jose, CA 95117
40855xxxx0 aa@f************.com
Stasiak Ronald 51 E Campbell Ave, Campbell, CA 95008
40837xxxx0 ame******************@a***.com
FIG Capital 1091 Lincoln Ave, San Jose, CA 95125
40829xxxx0 dhc*****@f*********.com
Tnp Capital Management Inc 894 Shirley Ave, Sunnyvale, CA 94086 40873xxxx5
Fornine Investment Co 2377 Senter Rd, San Jose, CA 95112 40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz 1309 S Mary Ave Ste 204, Sunnyvale, CA 94087
40874xxxx0 a.j*********@e**********.com 82
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS™ 21710 Stevens Creek Blvd #135, Cupertino, CA 95014
40897xxxx9 a.j*********@e**********.com 87602 100000
Hillspire Inc. 1010 Alma St, Menlo Park, CA 94025 65032xxxx4 1.5 2
Nelson Capital Management 1860 Embarcadero Rd Palo Alto, CA 94303
65049xxxx0 adr*****@n************.com
Morgan Stanley Wealth Management 2775 Sand Hill Rd, Menlo Park, CA 94025
65092xxxx7 acm***********@m************.com
Dcompr 19925 Stevens Creek Blvd Cupertino, CA 95014 40872xxxx1
Jeffrey Raegen - Ameriprise Financial Services 1905 The Alameda San Jose, CA 95126
40828xxxx0 arm**********@a***.com 4.5 2 1 1 200 4 202
Opus: Advice First - Ameriprise Financial Services 2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303
65047xxxx0 and***********@a***.com 1.5 2 220 6 233
Southwest Expressway Investors 1540 Southwest Expy, San Jose, CA 95126 40829xxxx9
Valerie Nguyen-Private Client Advisor 50 W San Fernando St, San Jose, CA 95113
40831xxxx1 aab****@b************.com 40848 177 41000
3P Equity Partners, LLC 3031 Tisch Way #130, San Jose, CA 95128
40898xxxx0 inf*@3*******.com
Todd Ferreira - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx4 amb****************@a***.com 63 4 62
New Dawn Investments Cupertino, CA 95014
51266xxxx2 aar**@n*****************.com 5 2
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services 920 Saratoga Ave Ste 105C, San Jose, CA 95129
40849xxxx9 dns*****@a***.com 49 50
Erik Cormier - Financial Advisor, Ameriprise Financial Services 522 Ramona St, Palo Alto, CA 94301
86028xxxx2 dns*****@a***.com 324 333
Menlo Oaks Capital Group 885 Oak Grove Ave Ste 208, Menlo Park, CA 94025
65039xxxx2
Platinum Investment Partners 6155 Almaden Expy Ste 100, San Jose, CA 95120
40826xxxx7 b.r*****@p*******.com 14 25 14
Flagstar Bank 2875 El Camino Real, Palo Alto, CA 94306
65031xxxx0
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ 12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070
40887xxxx1 a.j*********@e**********.com 87384 100000
Aspire Planning Associates 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014
40833xxxx4 bet**@a**************.com
Altos Investments, Inc 4 Main St Ste 210, Los Altos, CA 94022
65026xxxx4 and**@t*********.com
WriteBusinessCapital 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014
40897xxxx3
Bennicas & Associates 2995 Woodside Rd Ste 250, Woodside, CA 94062 65085xxxx1 pat****************@b*****************.com
SoftBank Vision Fund 300 El Camino Real, Menlo Park, CA 94025
65056xxxx0 myf*******@v*********.com 3.9 14
Holloway Investment Co. 483 Seaport Ct, Redwood City, CA 94063
65036xxxx1
Into Wealth Inc 2077 Gold St, Alviso, CA 95002 40826xxxx8
Global Portfolio Dimensions 900 E Hamilton Ave Ste 100 Campbell, CA 95008 40842xxxx4
Wealth Cairn 910 E Hamilton Ave Ste 350 Campbell, CA 95008
40852xxxx8 c18*****************************@s*****.wixpress 235
Birkbeck Capital 154 Cottonwood Ct Mountain View, CA 94043
65041xxxx8
Raymond James 644 Emerson St Ste 12, Palo Alto, CA 94301 65056xxxx1 aar************@r***********.com 17365 18000
Nelson Capital 545 Middlefield Rd, Menlo Park, CA 94025 65032xxxx0
Holbrook Global Strategies 635 Bryant St, Palo Alto, CA 94301 65039xxxx8
DWR Wealth Management LLC 1884 The Alameda, San Jose, CA 95126
40826xxxx0
Prima Investment Group 4300 Stevens Creek Blvd UNIT 222, San Jose, CA 95129
40898xxxx9 5 1
Cleage Erik 19925 Stevens Creek Blvd Cupertino, CA 95014 40897xxxx0
L & A 30 Union Ave, Campbell, CA 95008 40837xxxx1 ame******************@a***.com 132688 134000
Silicon Valley Wealth Management Group 560 S Winchester Blvd Ste 500, San Jose, CA 95128 40870xxxx4 4 2
Capital Planning Partners 1 Almaden Blvd Ste 610, San Jose, CA 95113
40899xxxx3 inf*@d*************.com
Siena Wealth Management 3055 Olin Ave, San Jose, CA 95128
40824xxxx0 rho****@s**********.com 5382 47 5500
Shashin Vora - Ameriprise Financial Services 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 ali***********@a***.com
Pace, Carlton, CFP 99 Almaden Blvd, San Jose, CA 95113
40894xxxx2 car*********@r**.com
Charles Schwab 438 E El Camino Real, Sunnyvale, CA 94087
40852xxxx0 app*******************@s*****.com 3.6 16
Cerity Partners 203 Redwood Shores Pkwy, Redwood City, CA 94065
65046xxxx6 aad***@c*************.com
Scion Capital LLC 20400 Stevens Creek Blvd, Cupertino, CA 95014 40897xxxx7 5 9
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx8 dns*****@a***.com 5 3 169 169
Blue Bell Enterprises 4020 Moorpark Ave, San Jose, CA 95117
40855xxxx0 cin**@p**************.com
Securities America Sure Tax Consultants 1530 Meridian Ave, San Jose, CA 95125
40897xxxx0 aad********@s****************.com
Jordan Smith - Morgan Stanley 20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014
40886xxxx7 acc**********@m************.com
Blanco Technology International Los Altos, CA 94024 65096xxxx2 2 4
Techne Infiniti Ventures 20380 Town Center Ln Suite 212, Cupertino, CA 95014
ebe*@e*******.com
Future Legacy Management 21631 Stevens Creek Blvd, Cupertino, CA 95014
40844xxxx7 gs@f***********.com
Wells Fargo Private Bank 225 W Santa Clara St Ste 1400, San Jose, CA 95113
40894xxxx0 aar**********@w*********.com 153810 11
Edward Jones - Financial Advisor: Aaron Chung 4966 El Camino Real Ste 125 Los Altos, CA 94022
65056xxxx1 acc**********@e**********.com
Carty Matt 3075 Hansen Way # B, Palo Alto, CA 94304 65084xxxx0
Peter Jung - Financial Advisor, Ameriprise Financial Services 1700 Winchester Blvd Ste 103, Campbell, CA 95008
40855xxxx3 dns*****@a***.com
Umpqua Bank 2033 Gateway Pl, San Jose, CA 95110
40896xxxx5 aam*********@u*********.com 50773 577 49000
SageView Advisory Group 2570 N First St Suite 200, San Jose, CA 95131
40834xxxx0 ach**@s***************.com 5 1
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx4 dns*****@a***.com 6 16 20
Labrador Ventures 101 University Ave, Palo Alto, CA 94301
65036xxxx0 adm***************@r*******.dotearth
Mayfield Investment Company Inc 1023 Corporation Way Ste 2, Palo Alto, CA 94303 65049xxxx0
Leeward Financial & Insurance Services 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014
40898xxxx7 kev***@l***************.com
Retirement Capital Strategies (RCS) 1190 Saratoga Ave # 140, San Jose, CA 95129
40855xxxx0 bil*********@r*********.com 53 55
Merrill Lynch Wealth Management 3075A Hansen Way, Palo Alto, CA 94304
65047xxxx8 al_********@m*.com
Madrone Capital 1149 Chestnut St, Menlo Park, CA 94025
65085xxxx0 bfa***@a************.com
Pwjohnson Wealth Management 2051 Grant Rd, Los Altos, CA 94024
80021xxxx7 aus*****@p********.com
Edward Jones - Financial Advisor: Aileen A Low, CFP® 4966 El Camino Real Ste 125, Los Altos, CA 94022
65056xxxx1 a.j*********@e**********.com 87630 100000
Robert W Stern - Ameriprise Financial Services 591 W Hamilton Ave Ste 110 Campbell, CA 95008
40866xxxx3 dns*****@a***.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx7 amb****************@a***.com 63 4 62
Madrone Capital 3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025 65056xxxx0 bfa***@a************.com
Allied Brokers Pleasanton, CA 94566
92533xxxx0 5 2
Morgan Stanley 2882 Sand Hill Rd, Menlo Park, CA 94025
65023xxxx0 acm***********@m************.com
Pesta & Pesta Wealth Management 20370 Town Center Ln Cupertino, CA 95014
40822xxxx0 oli***@p************.com
Edward Jones - Financial Advisor: Shane Jacksteit 298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com 5 2 5 2 97
Pace Wealth Management Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx2 car*********@r**.com
Biagini Properties Inc 333 W El Camino Real # 240, Sunnyvale, CA 94087
40833xxxx0 con****@b****************.com 2.3 15
Mark Financial 10201 Phar Lap Dr, Cupertino, CA 95014
40825xxxx5
La Fosse Asset Management 812 Pollard Rd, Los Gatos, CA 95032
40837xxxx7 abh*****@m**********.com 4045 124 4700
Edward Jones - Financial Advisor: Rhonda Wentzel 1100 Alma St, Menlo Park, CA 94025
65032xxxx1 a.j*********@e**********.com
Breakwater Capital Management 95 1st St Ste 138 Los Altos, CA 94022 65091xxxx0
Daly Ellen Real Estate Investor Sunnyvale, CA 94085 40872xxxx0
John Plaza 835 Blossom Hill Rd Ste 220, San Jose, CA 95123
40844xxxx0 inf*@f**********.com 83 114 5 1
Ai Asset Management 1090 Leslie Dr, San Jose, CA 95117 40898xxxx4
Firelake Capital Management 575 High St Ste 330, Palo Alto, CA 94301
65032xxxx0 can*****@f**************.com
NewFons 3945 Freedom Cir #670, Santa Clara, CA 95054
inf*@n******.com
Oakhurst Financial 1059 Fremont Ave, Los Altos, CA 94024
40821xxxx3 jer**@o****************.com 5
American Century Investments 1665 Charleston Rd, Mountain View, CA 94043
65096xxxx0 aan*********@a**************.com 8341 8500
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ 438 S Murphy Ave Suite 201, Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com 5 2 108
Blackbeard 6600 Dumbarton Cir, Fremont, CA 94555 71649xxxx1
Financial Clarity 2570 W El Camino Real Mountain View, CA 94040
65055xxxx0 con****@f***************.com
Sensiba 1900 S Norfolk St Ste 330 San Mateo, CA 94403
65035xxxx0 a@s*****.com
Symons R Kenneth Certified Financial Planner 659 Mccarty Ave, Mountain View, CA 94041 65096xxxx7
Sargenti, Gary 99 Almaden Blvd, San Jose, CA 95113
40894xxxx0
Fit Bearings 47881 Fremont Blvd, Fremont, CA 94538
51062xxxx8 doe**@f**********.com 7
Matzger James A 401 Alberto Way Ste 3, Los Gatos, CA 95032 40839xxxx0
CS Group - Morgan Stanley 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014
40886xxxx5 acc**********@m************.com
Menlo Equities 2901 Tasman Dr # 220, Santa Clara, CA 95054
40856xxxx0 a****@m************.com
Fox Paine 2105 Woodside Rd Ste 4, Redwood City, CA 94062
65021xxxx0 amb***@f*******.com
Aegis Financial Advisory 19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014
40868xxxx1 joe@a************.com 107 105
Raymond James 51 E Campbell Ave Unit 109, Campbell, CA 95009
40837xxxx0 con****@a**********.com
Menlo Advisors 800 Oak Grove Ave, Menlo Park, CA 94025
65068xxxx0 inf*@m************.com
Edward Jones - Financial Advisor: Ivy L May 702 Marshall St Ste 400, Redwood City, CA 94063
65036xxxx8 a.j*********@e**********.com 87384 100000
Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ 1045 W El Camino Real Suite C, Mountain View, CA 94040
65032xxxx6 a.j*********@e**********.com 5 5 87174 99000
Grassi Investment Management 2350 Mission College Blvd, Santa Clara, CA 95054
65093xxxx0 buz**@g***********.com
Pariveda Investment Management 2483 Old Middlefield Way, Mountain View, CA 94043
65058xxxx1 ach************@p*******.com
Salt Creek Capital Management 726 Morgan Pl, Los Altos, CA 94024 65038xxxx0 and***@s***********.com
West Valley Properties Inc 280 2nd St Ste 110, Los Altos, CA 94022
65055xxxx4 apa*******@w*******************.com 3 2
Stanford Investment Group Inc 2570 W El Camino Real Ste 520, Mountain View, CA 94040 65094xxxx7
Far Western Land And Investment Company Inc. 3977 Fabian Way, Palo Alto, CA 94303 65073xxxx5
Fidelity Investments 2580 West El Camino Real Ste 9 Mountain View, CA 94040
80036xxxx5 a61****@f*******.com 3.5 14 2.3 12 324203 344000
Stanford Property & Finance 425 Sherman Ave, Ste 330 Palo Alto, CA 94306
65049xxxx0 and***@s*********.com 3.9 11
Fremont Bank 565 San Antonio Rd Ste 21, Mountain View, CA 94040
65039xxxx1 aar*********@f**********.com 5 7 7237 294 7200
Fifth Set Capital 459 Hamilton Ave, Palo Alto, CA 94301 65027xxxx3
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® 339 S San Antonio Rd Ste 1, Los Altos, CA 94022
65094xxxx6 a.j*********@e**********.com 87630 100000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services 3945 Freedom Cir Ste 460, Santa Clara, CA 95054
40833xxxx0 cor***********@a***.com 4.3 3
Principal 2099 Gateway Pl Ste 100 San Jose, CA 95131
40853xxxx0 and***********@p********.com 2 3 96 4 103
David Allen Rivas Realtor 165 S Murphy Ave suite b, Sunnyvale, CA 94086
40843xxxx2 dav********@g****.com 5 34 5 7 541 3 540
Rugh Financial 2225 E Bayshore Rd, East Palo Alto, CA 94303
65064xxxx4 nic*@r************.com
Fan Asset Management 201 San Antonio Cir Ste 265 Mountain View, CA 94040
65055xxxx0 ste********@f*******.com
Fidelity Investments 4160 N 1st St San Jose, CA 95134
80054xxxx9 a61****@f*******.com 2.2 14
Astellas Venture Capital 2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025 65056xxxx0 pri****@a*******.com
Silicon Valley Financial Group 950 S Bascom Ave, San Jose, CA 95128
40828xxxx0 bec**@s***.com
El Dorado Ventures 702 Oak Grove Ave, Menlo Park, CA 94025
65085xxxx0
Morgan Stanley Wealth Management 8239 Enterprise Dr, Newark, CA 94560
51079xxxx0 acm***********@m************.com 112980 3042 129000
InterWest Partner 2710 Sand Hill Rd, Menlo Park, CA 94025
65085xxxx5 abc***@i********.com
Dongding Investment Co 47697 Westinghouse Dr, Fremont, CA 94539 51049xxxx2
Wealth Cairn - An Investor Coaching Company 910 E Hamilton Ave #150, Campbell, CA 95008
40852xxxx8 c18*****************************@s*****.wixpress 5 30 234
Silicon Valley Bank 3003 Tasman Dr, Santa Clara, CA 95054
40865xxxx0 aa@s**.com 6 7
Leylegian Investment Management Inc 813 El Camino Real, Atherton, CA 94027 65032xxxx0
Opportunity Fund 111 W Saint John St Ste 800, San Jose, CA 95113
40829xxxx4 ade**@o**************.org
Waddell & Reed Bay Area Market 1999 S. Bascom Ave Suite 400, Campbell, CA 95008
40836xxxx0 6d3*************************************@w*****************.com
Julie Ping He, CFP - Gateway Financial Advisor 2570 North First St Ste 200 San Jose, CA 95131
40850xxxx8 adm*****@g*************.com 5 8
Flagstar Bank 750 University Ave, Los Gatos, CA 95032
40845xxxx0 ada********@f*******.com
DWR Wealth Management 1884 The Alameda, San Jose, CA 95126
40826xxxx0 rex@d*********.com
U.s. Bank Atm - Capital Swap Meet 3630 Hillcap Ave, San Jose, CA 95136 80087xxxx7 dpr***@w*********.com 4.2 1508 4.7 267 25012 26675 32000
ATS Wealth Circle 19200 Stevens Creek Blvd Suite 240, Cupertino, CA 95014
40833xxxx8 inf*@a**************.com
Morgan Stanley Wealth Management 225 W Santa Clara St, San Jose, CA 95113
40894xxxx0 acm***********@m************.com
Edward Jones - Financial Advisor: Steve Duffy 900 Lafayette St Ste 503, Santa Clara, CA 95050
40824xxxx1 a.j*********@e**********.com 87384 100000
Luminous Capital 4400 Bohannon Dr Ste 230, Menlo Park, CA 94025 65043xxxx8
Altos Realty Advisors, Inc. 114 S Sunnyvale Ave, Sunnyvale, CA 94086
40872xxxx0 alt*********@g******.com 4.2 39
Bayco Investment Co 1091 Industrial Rd Ste 215, San Carlos, CA 94070 65059xxxx0
Sar Capital Management LLC 5201 Great America Pkwy Suite 320, Santa Clara, CA 95054 35267xxxx4 5 1
Martin Wealth Management 1145 Merrill St, Menlo Park, CA 94025
65028xxxx0 hos*******@w*********.com
Frank A Branson Inc 200 Homer Ave, Palo Alto, CA 94301 65032xxxx0
Rugh Financial 2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303
65064xxxx4 nic*@r************.com
Rogers Investment Advisors LLC 2975 Bowers Ave STE 107, Santa Clara, CA 95051
40821xxxx8 tim@r*************.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services 164 Main St Ste 206, Los Altos, CA 94022
65094xxxx0 bar*************@a***.com 39 40
Pacific Investment Research 19925 Stevens Creek Blvd Suite 100 Cupertino, CA 95014
40821xxxx8 chi**@p************************.com
Ameriprise Financial Advisors 2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303
65047xxxx0 ame****************@e*.ameriprise
Davis Financial Management 2105 S Bascom Ave, Campbell, CA 95008
40834xxxx0 ali**@d******.com
Prima Investment Group 4300 Stevens Creek Blvd, San Jose, CA 95129
40898xxxx9 miw********@g****.com 5 1
Williams Howie And Associates A Branch Of American Express 4675 Stevens Creek Blvd, Santa Clara, CA 95051 40826xxxx3 aar**@a**************.com 920868 79
Edward Jones - Financial Advisor: Rafe Ann Du Bois 1309 S Mary Ave Ste 204 Sunnyvale, CA 94087
40874xxxx0 a.j*********@e**********.com
Morgan Stanley Wealth Management 650 Castro St, Mountain View, CA 94041
65031xxxx0 acm***********@m************.com
Westech Investment Advisors 3130 Alpine Rd, Portola Valley, CA 94028
65039xxxx6 abd******@w**********.com
Altos Financial Planning Associates 4100 Moorpark Ave, San Jose, CA 95117
40824xxxx1 alt*******@e********.net
Asset Management Ventures 2595 E Bayshore Rd Ste 240, Palo Alto, CA 94303
65062xxxx8 ass**@a*******.com
JPG Wealth Solutions Group 99 Almaden Blvd Ste 300, San Jose, CA 95113
40894xxxx5
Vista Wealth Management 306 Cambridge Ave, Palo Alto, CA 94306 65033xxxx0
Financial Engines 1050 Enterprise Way, Sunnyvale, CA 94089
40849xxxx0 aau******@f***************.com
Edward Jones - Financial Advisor: Linh B Thai 298 S Sunnyvale Ave, Sunnyvale, CA 94086
40873xxxx2 a.j*********@e**********.com 87631 100000
Stifel 550 S Winchester Blvd, San Jose, CA 95128
40898xxxx1 abb****@s*****.com 4743 5200
Exchange Bank Trust & Investment 1 First St Ste 9 Los Altos, CA 94022
65054xxxx0 a@e***********.com
Battery Ventures 2882 Sand Hill Rd, Menlo Park, CA 94025
65037xxxx9 abc**@b******.com
Magic Venture Capital 335 Lowell Ave # 300, Palo Alto, CA 94301 65032xxxx9
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx0 dns*****@a***.com 169 167
Silicon Valley Quantitative 5615 Brookhurst Ct, San Jose, CA 95129
40862xxxx8 inf*@s******.com
The AuYeung Wealth Management Group - Morgan Stanley Silicon Valley Center, 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014
40886xxxx8 acc**********@m************.com
Richard Simpson - Ameriprise Financial Services 3945 Freedom Circle Ste 460 Santa Clara, CA 95054
40833xxxx0 dns*****@a***.com
Wfafn 3031 Tisch Way, San Jose, CA 95128 40872xxxx7
Phu Quy, Inc. 111 N Market St, San Jose, CA 95113 40859xxxx9
Bisceglia Wealth Management Group - UBS Financial Services Inc. 355 Santana Row Ste 2050, San Jose, CA 95128
40828xxxx4 abc*******@u**.com
Alpha Impact Investment Management Partners 1280 Bay Laurel Dr, Menlo Park, CA 94025
65046xxxx5 aco*****@i**********.com
UBS Financial Services Inc 50 W San Fernando St, San Jose, CA 95113 40828xxxx0 aar*******@u**.com 229697 242000
Ardent Capital PO Box 455, Los Altos, CA 94023
65088xxxx8 inf*@a*************.com 5 1
Michael Adiutori - Financial Advisor, Ameriprise Financial Services 225 W Santa Clara St Ste 1600, San Jose, CA 95113
40896xxxx1 dns*****@a***.com
Cereus Investment, Inc. 19925 Stevens Creek Blvd #100, Cupertino, CA 95014
40837xxxx1 alo***@c***************.com
Nicholson Co 4100 Moorpark Ave, San Jose, CA 95117
40837xxxx4 bob*@t*************.com
First Investors 2025 Gateway Pl San Jose, CA 95110
40845xxxx0
Authentikos Advisory 1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037
84432xxxx1 bxx********@a**********.com 3.7 6
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx0 dns*****@a***.com
Nova Partners 185 Moffett Blvd, Mountain View, CA 94043 65069xxxx0
Brian Ruiz Insurance 4010 Moorpark Ave Ste 209 San Jose, CA 95117
40839xxxx0 bri**@b*****************.com 4.5 8
Mayer Jacqueline Cfp 4010 Moorpark Ave San Jose, CA 95117 40824xxxx0
Edward Jones - Financial Advisor: Vince DiPiero, CFP® 101 Church St Ste 18, Los Gatos, CA 95030
40835xxxx6 a.j*********@e**********.com 132 8 135
Venturestar Inc 333 W San Carlos St, San Jose, CA 95110 40828xxxx8
Evla Hills Equity Services 495 N Whisman Rd, Mountain View, CA 94043 65062xxxx9 don*******@e********.com
Peninsula Capital 1010 El Camino Real Ste 250, Menlo Park, CA 94025
65032xxxx0 bsm***@p************.com
Shoreline Investment Management Company 1501 Page Mill Rd, Palo Alto, Ca 94304 65085xxxx4
Atrium Capital Corp 3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025
65023xxxx8 bfa***@a************.com
Firsthand Technology Value Fund, Inc 150 Almaden Blvd, San Jose, CA 95113
40888xxxx6 mir*****@f***********.com
TD Thornton Group, Inc. Sunnyvale, CA 94087
88883xxxx7 ale*@t*********.com 4.5 4
Edward Jones - Financial Advisor: Mary Beth Hambly 855 Oak Grove Ave, Menlo Park, CA 94025
65032xxxx3 a.j*********@e**********.com 85136
Adam Ward - Financial Advisor, Ameriprise Financial Services 1 Almaden Blvd Ste 810, San Jose, CA 95113
40891xxxx9 ada********@a***.com
Victor Adint - Raymond James 229 W Main St, Los Gatos, CA 95030
40840xxxx9 aar************@r***********.com
Scion Capital 20400 Stevens Creek Blvd, Cupertino, CA 95014
40897xxxx7 gse***@s*********.com 5 9
Courtland Partners Ltd 1475 S Bascom Ave, Campbell, CA 95008
21652xxxx0 a@s**************.com
Grassi Investment Management 1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043 65093xxxx0
Morris Management Co 2500 Sand Hill Rd, Menlo Park, CA 94025 65085xxxx0
Ventures Pejman Mar 320 High St, Palo Alto, CA 94301
65027xxxx6 mar@p********.com
NRI Wealth 5201 Great America Pkwy # 350, Santa Clara, CA 95054
51081xxxx4 inf*@n********.com
Chinese Abraham Investment Advisors LLC 20111 Stevens Creek Blvd #200, Cupertino, CA 95014 40872xxxx5
First Statewide Realty 10080 N Wolfe Rd SW3-252, Cupertino, CA 95014
40825xxxx0 ang*******@f*******************.com 4.9 14 4.1 32 487 213 487
California Investment Co. 1438 Royal Ann Ct, San Jose, CA 95129 40825xxxx7
Rockefeller Capital Management 2570 W El Camino Real Ste 600, Mountain View, CA 94040
65055xxxx0 avi****@r*****.com
Clarity Wealth Advisors 2160 The Alameda, San Jose, CA 95126
40856xxxx0 inf*@c********.com
Vita Planning Group Investment 900 N Shoreline Blvd, Mountain View, CA 94043
65056xxxx0 amy@v************.com
Edward Jones 21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014
40897xxxx9 a.j*********@e**********.com 1 2
Horizon Investment Group 5050 El Camino Real, Los Altos, CA 94022 65094xxxx0
W & B Investments 43801 Mission Blvd Ste 201, Fremont, CA 94539
51040xxxx1 dea*@w************.net
Adero Partners 306 Cambridge Ave, Palo Alto, CA 94306 65025xxxx0
Maven Management 15 E Main St, Los Gatos, CA 95030
40840xxxx3 bri***@m******.com 4.3 18 34 4 33
Cali Investments 14510 Big Basin Way, Saratoga, CA 95070 40874xxxx0
Arta Finance 153 Castro St Suite 200, Mountain View, CA 94041
65031xxxx8 jsm***@a**********.com 5 4
Edward Jones - Financial Advisor: Sy Nguyen 4855 Atherton Ave Ste 100, San Jose, CA 95130 40837xxxx4
Stonecrest Financial 4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051
40855xxxx0 aba***@s******************.net 4.1 18
Phuong N Quach - Ameriprise Financial Services 3945 Freedom Cir Ste 460 Santa Clara, CA 95054
40833xxxx0 cor***********@a***.com 4.3 3 5 1