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