| Allegiant Financial Services |
2222 Michelson Dr Ste 222 Irvine, CA 92612 |
|
80541xxxx6 |
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| Edward Jones - Financial Advisor: Teddy Squilanti |
950 S Coast Dr Ste 240 Costa Mesa, CA 92626 |
|
71454xxxx1 |
a.j*********@e**********.com |
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5 |
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| IDS Real Estate Group |
2915 Red Hill Ave f200, Costa Mesa, CA 92626 |
|
71443xxxx4 |
aar***@i************.com |
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| Kris De La Pena - Ameriprise Financial Services |
4695 Macarthur Ct Ste 1100 Newport Beach, CA 92660 |
|
94979xxxx2 |
dns*****@a***.com |
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73 |
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77 |
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| Conscious Capital Advisors |
4533 MacArthur Blvd Ste A-2139, Newport Beach, CA 92660 |
|
21334xxxx7 |
inf*@c***************.pro |
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| Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
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53 |
9 |
57 |
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| OTA Real Estate |
17780 Fitch Ste 107 Irvine, CA 92614 |
|
94965xxxx5 |
dom****@h**********.com |
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4 |
1 |
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| Edward Jones - Financial Advisor: Pete Peterson |
949 S Coast Dr Ste 180 Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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73 |
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74 |
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| The Carlyle Group |
4675 MacArthur Ct Newport Beach, CA 92660 |
|
94975xxxx5 |
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| Oakstone Wealth Management |
1500 Quail St Ste 470 Newport Beach, CA 92660 |
|
94938xxxx1 |
des*************@l**.com |
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| Sunpath Financial |
100 Bayview Circle Ste 100 Newport Beach, CA 92660 |
|
94967xxxx8 |
525*************************************@w*****************.com |
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5 |
12 |
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| Edward Jones - Financial Advisor: John Thomas Patton |
940 S Coast Dr Ste 250 Costa Mesa, CA 92626 |
|
71448xxxx9 |
a.j*********@e**********.com |
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87601 |
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100000 |
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| Anfield Capital Management, LLC |
19900 MacArthur Blvd, Newport Beach, CA 92612 |
|
94989xxxx0 |
anf***************@c*************.com |
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| Forex Capital Management |
Newport Beach, CA 92660 |
|
94937xxxx0 |
3eb*************************************@w*****************.com |
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| Boardwalk Investments Group |
1945 Placentia Ave, Costa Mesa, CA 92627 |
|
94969xxxx3 |
inf*@b**************.com |
1 |
1 |
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| Daniel Pichardo CFP, CRPC - Bridge Financial Management |
4343 Von Karman Ave Ste 250L Newport Beach, CA 92660 |
|
94922xxxx2 |
dpi******@m**************.com |
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5 |
17 |
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209 |
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208 |
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| Edward Jones - Financial Advisor: Pete Peterson, RICP® |
949 S Coast Dr Suite 180, Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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87601 |
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100000 |
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| Associates Asset Management |
20101 SW Birch St Ste 120 Newport Beach, CA 92660 |
|
71467xxxx3 |
bid****@a********.com |
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| Strategic Global Advisors |
100 Bayview Cir Ste 650 Newport Beach, CA 92660 |
|
94970xxxx0 |
a@s*********.com |
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| Fix Credit Express |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
|
56278xxxx9 |
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1 |
1 |
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| Pacific Investment Management Co Llc |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
aam***********@p****.com |
4.2 |
17 |
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| Primior Asset Management |
750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765 |
|
86646xxxx6 |
adv*****@p******.com |
4 |
21 |
4.9 |
31 |
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983 |
|
1000 |
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| marrick wealth |
2211 Michelson Dr #545, Irvine, CA 92612 |
|
94925xxxx0 |
adv*****@m************.com |
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| Gkh Partners |
1501 Westcliff Dr Newport Beach, CA 92660 |
|
94955xxxx0 |
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| Sagemark Consulting |
18400 Von Karman Ave Ste 400 Irvine, CA 92612 |
|
94966xxxx1 |
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5 |
1 |
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| Liberty Group |
4675 MacArthur Ct Ste 590 Newport Beach, CA 92660 |
|
94950xxxx3 |
amc*******@l**************.com |
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1005 |
4 |
1000 |
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| First Republic Bank |
2800 E Coast Hwy Corona Del Mar, CA 92625 |
|
94972xxxx8 |
aa@f************.com |
2.6 |
5 |
4.2 |
11 |
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931073 |
6638 |
37 |
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| Financial Advisors Network, Inc |
1432 Edinger Ave Ste 200 Tustin, CA 92780 |
|
71459xxxx0 |
bri**@f*****.com |
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5 |
2 |
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146 |
6 |
173 |
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| EFC Wealth Management Firm |
5777 W Century Blvd Ste 985, Los Angeles, CA 90045 |
|
31064xxxx1 |
ash***@e******************.com |
4.8 |
16 |
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401 |
9 |
429 |
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| Selah Portfolios & Planning |
129 Cabrillo St Ste 103 Costa Mesa, CA 92627 |
|
94994xxxx5 |
c18*****************************@s*****.wixpress |
5 |
27 |
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74 |
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| Barbara Stowell - IWM Partners |
3 Park Plz Ste 1490 Irvine, CA 92614 |
|
71496xxxx0 |
ahe*******@i**********.com |
|
5 |
5 |
2 |
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| Christopher M. Simmons, CRPC |
695 Town Center Dr Ste 200 Costa Mesa, CA 92626 |
|
71443xxxx0 |
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| Halbert Hargrove Global Advisors |
3200 Park Center Dr Suite 550, Costa Mesa, CA 92626 |
|
94938xxxx0 |
axx@h**************.com |
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| Sidoxia Capital Management, LLC |
2901 West Coast Hwy Suite 200, Newport Beach, CA 92663 |
|
94925xxxx2 |
dsh*****@s******.com |
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| Envision Capital Management |
5000 Birch St Newport Beach, CA 92660 |
|
94967xxxx0 |
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| Cardinal Point Wealth Management, LLC |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94991xxxx4 |
bra*****@c******************.com |
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446 |
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| Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
80038xxxx0 |
bhu****@c*****.com |
4.1 |
7 |
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| Waveland Capital Group LLC |
19800 MacArthur Blvd #650, Irvine, CA 92612 |
|
86692xxxx6 |
dro*****@w************.com |
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| Crossroads Planning |
765 City Dr S Ste 390 Orange, CA 92868 |
|
71479xxxx2 |
joh*******@c******************.com |
|
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4.9 |
123 |
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268 |
68 |
273 |
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| Independent Capital Management |
695 Town Center Dr Ste 530, Costa Mesa, CA 92626 |
|
94945xxxx0 |
cor*@i***********.com |
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13000 |
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5 |
5 |
| Partners Capital Group |
201 E Sandpointe Ave Ste 500 Santa Ana, CA 92707 |
|
86641xxxx6 |
ala****@p*****************.com |
3.2 |
47 |
1.5 |
15 |
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350 |
113 |
354 |
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| Shopoff Realty Investments |
18565 Jamboree Rd Ste 200 Irvine, CA 92612 |
|
84447xxxx3 |
aab*********@s******.com |
|
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3.3 |
7 |
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| Courtlandt Financial Group |
18218 Mcdurmott E Ste A, Irvine, CA 92614 |
|
94925xxxx1 |
ecr**@c**************.com |
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| Ameriprise Financial Advisors - Torres & Associates |
2600 Michelson Dr Ste 1460 Irvine, CA 92612 |
|
94925xxxx0 |
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4 |
2 |
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| Spectrum Asset Management Inc |
1301 Dove St #720, Newport Beach, CA 92660 |
|
94971xxxx0 |
ach***@m*********.com |
5 |
1 |
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| Marino Capital Partners |
4600 Campus Dr Newport Beach, CA 92660 |
|
94922xxxx0 |
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| Tarnutzer Companies |
1601 Dove St Ste 160 Newport Beach, CA 92660 |
|
94995xxxx3 |
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| Palomar Ventures |
18881 Von Karman Ave Ste 960 Irvine, CA 92612 |
|
94947xxxx5 |
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| Edward Jones - Financial Advisor: Gregory Day |
307 Marine Ave Ste 8 Newport Beach, CA 92662 |
|
94972xxxx7 |
a.j*********@e**********.com |
|
|
5 |
1 |
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|
35 |
3 |
35 |
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| Mosier & Company |
3151 Airway Ave Costa Mesa, CA 92626 |
|
71443xxxx0 |
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| Emerald Wealth Management, Inc. |
5000 Birch St suite 3000, Newport Beach, CA 92660 |
|
80022xxxx7 |
jan*****@e****************.com |
5 |
2 |
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| Mission Pacific Land Company |
4100 Newport Pl Dr, Newport Beach, CA 92660 |
|
94933xxxx2 |
inf*@m*************.com |
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| Ameriprise Financial Advisors |
931 W 19th St Ste 22 Costa Mesa, CA 92627 |
|
94965xxxx6 |
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| Boyer Financial Services |
4063 Birch St Ste 200 Newport Beach, CA 92660 |
|
94933xxxx0 |
inf*@b******.com |
|
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|
176 |
|
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|
| Balboa Capital Corporation |
575 Anton Blvd 12th floor, Costa Mesa, CA 92626 |
|
88822xxxx1 |
aar***@b************.com |
3.8 |
463 |
|
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| ProCore Advisors |
1101 Dove St Ste 100 Newport Beach, CA 92660 |
|
94933xxxx9 |
inf*@p**************.com |
|
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|
| Becker Wealth Management |
19800 Macarthur Blvd Ste 300 Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
|
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| Sapience Investments, LLC |
520 Newport Center Dr Ste 650, Newport Beach, CA 92660 |
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94966xxxx1 |
inf*@s**********.com |
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| Spectrum Asset Management |
1301 Dove St Ste 970 Newport Beach, CA 92660 |
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94971xxxx0 |
ach***@m*********.com |
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| Michael A Darany, CFP |
3070 Bristol Ste 500 Costa Mesa, CA 92626 |
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94920xxxx7 |
mad@m*******.com |
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| Pimco-Pacific Investment Management Company |
650 Newport Ctr Dr Newport Beach, CA 92660 |
|
94964xxxx1 |
aam***********@p****.com |
4.2 |
17 |
5 |
1 |
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| Antonio Financial Group |
19200 Von Karman Ave Ste 900 Irvine, CA 92612 |
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88864xxxx6 |
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| Pacific Asset Management |
840 Newport Center Dr 7th floor, Newport Beach, CA 92660 |
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94921xxxx0 |
Ari*************@a***********.com |
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| Gala Capital Partners |
3191 Red Hill Ave Ste 200, Costa Mesa, CA 92626 |
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80065xxxx7 |
aga**@g******************.com |
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| Kairos Investment Management Co LLC |
18101 Von Karman Ave #1100, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
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| Alpine Group |
3629 W MacArthur Blvd Ste 201 Santa Ana, CA 92704 |
|
71470xxxx5 |
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| RanchHarbor |
1201 Dove St Suite 150, Newport Beach, CA 92660 |
|
94922xxxx0 |
inf*@r**********.com |
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| DFS Capital Management |
1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705 |
|
71450xxxx3 |
dch*****@d*******************.com |
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| Fabian Financial Services |
3991 MacArthur Blvd Newport Beach, CA 92660 |
|
94985xxxx0 |
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| Phoenix Investment Funds |
4000 MacArthur Blvd #550, Newport Beach, CA 92660 |
|
94938xxxx0 |
awe*******@c********.com |
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| Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
ash**********@t**************.com |
4 |
4 |
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| Pacific Investment Management Company |
650 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
aam***********@p****.com |
4.2 |
17 |
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4.8 |
108 |
13398 |
586 |
14000 |
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| B Riley FBR, Inc. |
600 Anton Blvd #1050, Costa Mesa, CA 92626 |
|
94985xxxx1 |
afo****@b********.com |
5 |
1 |
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| Standard Investment Chartered |
2801 Bristol St Ste 100 Costa Mesa, CA 92626 |
|
71447xxxx0 |
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| Rebel Asset Recovery |
1008 W Ave M-14 Ste A Palmdale, CA 93551 |
|
84449xxxx9 |
con****@p*************.org |
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| CFG Investments, Inc. |
17220 Newhope St #224, Fountain Valley, CA 92708 |
|
71455xxxx0 |
acc*******@c*************.com |
2.5 |
26 |
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| Ponder Financial & Retirement Firm, Inc. |
430 N Vineyard Ave Ste 301, Ontario, CA 91764 |
|
80090xxxx5 |
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| Gg Investment Firm |
1912 N Broadway, Santa Ana, CA 92706 |
|
71471xxxx5 |
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| Carr & Associates |
3857 Birch St Newport Beach, CA 92660 |
|
71477xxxx5 |
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| Reed Investment Company |
1400 Bristol St N Newport Beach, CA 92660 |
|
94985xxxx9 |
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| Nick Yocca Law Firm |
32932 Pacific Coast Hwy Ste 14-161, Dana Point, CA 92629 |
|
94948xxxx5 |
njy****@g****.com |
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| Pierson Wealth Management |
245 Fischer Ave Ste A2 Costa Mesa, CA 92626 |
|
71421xxxx0 |
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| Secured Finance & Investments |
575 Anton Blvd Costa Mesa, CA 92626 |
|
71461xxxx0 |
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| EP Wealth Advisors |
18301 Von Karman Ave #1050, Irvine, CA 92612 |
|
94926xxxx0 |
ab@e*******.com |
5 |
1 |
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1162 |
28 |
1200 |
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| Principal Financial Group |
575 Anton Blvd #900, Costa Mesa, CA 92626 |
|
65726xxxx0 |
a.s****@p********.com |
3.5 |
4 |
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68202 |
254 |
70000 |
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| Orion Investments |
2183 Fairview Rd, Costa Mesa, CA 92627 |
|
40480xxxx8 |
jim@e****************.net |
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| Rivera Consulting Firm |
11908 Firestone Blvd, Norwalk, CA 90650 |
|
56286xxxx0 |
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| The Firm Ink Management |
617 S Olive St Ste 206, Los Angeles, CA 90014 |
|
21379xxxx7 |
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| McCray Properties |
3199 Airport Loop Dr Ste A1 Costa Mesa, CA 92626 |
|
71454xxxx8 |
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| Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
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5 |
11 |
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| Business Funding Partners |
6 Hutton Centre Dr 6th Fl, Santa Ana, CA 92707 |
|
88886xxxx0 |
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1 |
1 |
| Edward Jones - Financial Advisor: Hooman Karbasion |
25201 Paseo De Alicia Ste 145 Laguna Hills, CA 92653 |
|
94972xxxx8 |
a.j*********@e**********.com |
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| Merrill Lynch |
4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660 |
|
94995xxxx0 |
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2.5 |
2 |
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| Somera Capital Management |
4041 MacArthur Blvd Suite 230, Newport Beach, CA 92660 |
|
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cha**@s************.com |
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| Charles Schwab |
2825 Main St Irvine, CA 92614 |
|
94995xxxx9 |
bil******@s*****.com |
4.5 |
10 |
2.8 |
21 |
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|
647170 |
159 |
661000 |
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| Firm Rock Inc |
4994 Sierra Vista Ave, Riverside, CA 92505 |
|
95135xxxx2 |
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| N & D Investments Group Inc |
3200 Park Center Dr #1400, Costa Mesa, CA 92626 |
|
62671xxxx6 |
inf*@n*****************.com |
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| The Arc Group |
1633 Monrovia Ave Costa Mesa, CA 92627 |
|
94976xxxx7 |
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| Oxford Equity Group |
5000 Birch St Newport Beach, CA 92660 |
|
94975xxxx0 |
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| Beacon Wealth Team |
2900 Bristol St Building B, Suite 300, Costa Mesa, CA 92626 |
|
94927xxxx3 |
hel**@r**********.com |
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| Kairos Investment Management Company Llc |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
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| Edward Jones - Financial Advisor: Lucy E Walther |
4100 Newport Pl Dr Ste 190 Newport Beach, CA 92660 |
|
94925xxxx0 |
a.j*********@e**********.com |
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|
87605 |
|
100000 |
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| South Coast Investment Advisors |
4041 MacArthur Blvd # 240, Newport Beach, CA 92660 |
|
87792xxxx2 |
chr**@s***************.com |
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79 |
3 |
79 |
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| Redwood Investment Group |
4570 Campus Dr Newport Beach, CA 92660 |
|
71497xxxx5 |
tom*@r*********.com |
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| Altai Capital Management |
4675 MacArthur Ct Suite 1500, Newport Beach, CA 92660 |
|
94932xxxx1 |
a@a****.com |
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| Knightsbridge Wealth Management |
450 Newport Center Dr Ste 630 Newport Beach, CA 92660 |
|
94964xxxx4 |
bmc*******@k*******.com |
|
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5 |
1 |
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| Leisure Capital Management |
650 Town Center Dr Costa Mesa, CA 92626 |
|
71438xxxx0 |
awe***@l*************.com |
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| Capital Cove |
4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660 |
|
94979xxxx5 |
|
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1 |
1 |
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| Berman Investment Group |
1301 Dove St Newport Beach, CA 92660 |
|
94991xxxx0 |
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| Mercer Advisors |
620 Newport Center Dr Ste 1030 Newport Beach, CA 92660 |
|
80039xxxx4 |
adv***@m*************.com |
3.7 |
3 |
5 |
1 |
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|
2837 |
28 |
2900 |
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| Compass Diversified |
275A McCormick Ave Ste 100, Costa Mesa, CA 92626 |
|
94933xxxx3 |
bod@c*****************.com |
5 |
1 |
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| Montagna & Associates |
1101 Dove St Ste 190 Newport Beach, CA 92660 |
|
94983xxxx1 |
ast***@m**********.com |
|
|
5 |
1 |
5 |
13 |
426 |
|
436 |
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| I C G Investment |
4675 MacArthur Ct Newport Beach, CA 92660 |
|
94988xxxx0 |
|
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| Edelman Financial Engines |
600 Anton Blvd #1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
aar*******@e**********************.com |
1 |
1 |
|
|
|
|
18780 |
20 |
20000 |
|
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| Stein ROW |
4675 MacArthur Ct Newport Beach, CA 92660 |
|
94966xxxx0 |
a.n******@a************.com |
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| Leasco Investments |
2755 Bristol St Costa Mesa, CA 92626 |
|
71455xxxx0 |
col*****@l*****.net |
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| Investing for Catholics |
19200 Von Karman Ave, Irvine, CA 92612 |
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88881xxxx5 |
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| Olson Management |
4000 Westerly Pl Ste 257 Newport Beach, CA 92660 |
|
94947xxxx1 |
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| Tame Financial Services |
474 E 17th St Costa Mesa, CA 92627 |
|
94965xxxx4 |
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| Kirklen Investment Group |
3146 Red Hill Ave #120, Costa Mesa, CA 92626 |
|
94994xxxx0 |
doe**@k******.com |
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| Scalco Financial |
207 East Broadway Unit 201 Long Beach, CA 90802 |
|
56243xxxx0 |
mar**@s**************.com |
5 |
10 |
5 |
12 |
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| Integrity Wealth Management |
3991 MacArthur Blvd Ste 215 Newport Beach, CA 92660 |
|
94995xxxx8 |
eve***@i***********.com |
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137 |
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142 |
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| MAI Capital Management |
4695 MacArthur Ct Suite 850, Newport Beach, CA 92660 |
|
21692xxxx0 |
aar**@m**.capital |
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| Onitus Capital |
3857 Birch St Ste 5059 Newport Beach, CA 92660 |
|
86091xxxx4 |
kso***@o************.com |
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5 |
1 |
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59 |
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132 |
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| Edward Jones - Financial Advisor: Chelsea M Peterson |
949 S Coast Dr Ste 180 Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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73 |
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74 |
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| My Future Plan |
3401 W Sunflower Ave Ste 100 Santa Ana, CA 92704 |
|
94977xxxx4 |
eli**************@g****.com |
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| Thielen Capital |
19712 MacArthur Blvd Ste 222 Irvine, CA 92612 |
|
94929xxxx5 |
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| Capital Planning Group |
151 Kalmus Dr STE J3, Costa Mesa, CA 92626 |
|
71488xxxx5 |
bri*********@c**********************.com |
5 |
1 |
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| Infinite Wealth Financial & Insurance Services |
2020 Main St 10th Floor, Irvine, CA 92614 |
|
94979xxxx4 |
ale*@i**********************.com |
5 |
1 |
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1239 |
143 |
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| Innovate Partners |
20371 Irvine Ave Ste 120, Newport Beach, CA 92660 |
|
94950xxxx7 |
ala**********@i******************.com |
1.4 |
5 |
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| Global Investment Solutions |
1300 Bristol St N Ste 208 Newport Beach, CA 92660 |
|
94966xxxx0 |
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| TD Ameritrade |
17909 MacArthur Blvd Irvine, CA 92614 |
|
94922xxxx0 |
aam***********@t***********.com |
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1.7 |
17 |
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393044 |
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400000 |
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| Southern California Coins |
640 El Camino Real Tustin, CA 92780 |
|
65724xxxx4 |
d_j@d**********************.business |
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4.5 |
26 |
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| Redwood Financial |
3140 Red Hill Ave Costa Mesa, CA 92626 |
|
71475xxxx0 |
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| Clearlight Partners |
100 Bayview Cir Newport Beach, CA 92660 |
|
94972xxxx0 |
hdv@c*****************.com |
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| Edward Jones - Financial Advisor: Tim Yost |
3700 Newport Boulevard Ste 104 Newport Beach, CA 92663 |
|
94964xxxx6 |
acc**********@e**********.com |
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5 |
1 |
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87605 |
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100000 |
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| Apriem Advisors |
19200 Von Karman Ave #1050, Irvine, CA 92612 |
|
94925xxxx8 |
and***@a*****.com |
5 |
2 |
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280 |
36 |
304 |
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| Capstone Partners Financial Insurance Services |
4695 MacArthur Ct Ste 1000 MassMutual Financial Group Newport Beach, CA 92660 |
|
94966xxxx7 |
|
3.5 |
4 |
3 |
2 |
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| Pacific Coast Invesments and Management |
18552 MacArthur Blvd Irvine, CA 92612 |
|
94972xxxx0 |
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| Branch Investment Group |
20151 SW Birch St STE 220, Newport Beach, CA 92660 |
|
94968xxxx0 |
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| L&M Coastal Property Management |
1810 Newport Blvd # C, Costa Mesa, CA 92627 |
|
94964xxxx9 |
lmc********@g****.com |
4.4 |
15 |
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222 |
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223 |
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| Asset Preservation |
5000 Birch Street Ste 550 Newport Beach, CA 92660 |
|
94930xxxx3 |
ang***@a**********.com |
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| Wealth Management Strategies |
2050 Main St #520, Irvine, CA 92614 |
|
94983xxxx2 |
acg********@w********.com |
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| K Investment Co. |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
|
94994xxxx5 |
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| Sterling Insurance & Financial Group |
100 Bayview Cir Ste 100 Newport Beach, CA 92660 |
|
94976xxxx9 |
adm**@t**************.com |
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296 |
114 |
288 |
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| Wilmington Trust |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
31030xxxx0 |
aam******@w**************.com |
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| Portfolio Rx |
5015 Birch St Newport Beach, CA 92660 |
|
94944xxxx5 |
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| Citation Capital Partners |
3184 Airway Ave, Costa Mesa, CA 92626 |
|
71454xxxx5 |
cob*****@c*********.com |
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| Greg Cancino - Raymond James Financial Services |
485 E 17th St Ste 300 Costa Mesa, CA 92626 |
|
71454xxxx1 |
aar**********@r***********.com |
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5 |
1 |
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17482 |
|
18000 |
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| CS TOMASI Wealth Management |
949 S Coast Dr #250, Costa Mesa, CA 92626 |
|
56249xxxx8 |
bel**@c*******.com |
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| Kathy Investment |
445 E 17th St Ste C Costa Mesa, CA 92627 |
|
94954xxxx8 |
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| CentrePoint Financial Services |
3151 Airway Ave Costa Mesa, CA 92626 |
|
94920xxxx1 |
sup****@o*************.com |
1 |
1 |
1 |
1 |
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| Pacific Asset Management |
840 Newport Center Dr Ste 700, Newport Beach, CA 92660 |
|
94921xxxx0 |
Ari*************@a***********.com |
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| Azura Holdings |
245 Fischer Ave Ste A5, Costa Mesa, CA 92626 |
|
87788xxxx7 |
inf*@a**********.com |
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4.6 |
10 |
534 |
13 |
533 |
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| Bablot Investments |
1733 Monrovia Ave Ste V Costa Mesa, CA 92627 |
|
94957xxxx2 |
man*******@b****************.com |
3.7 |
3 |
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| KPP Financial |
18575 Jamboree Rd Ste 600 Irvine, CA 92629 |
|
80055xxxx1 |
ary**@k***********.com |
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4 |
4 |
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| The Norton Group - Raymond James |
485 E 17th St #300, Costa Mesa, CA 92627 |
|
94928xxxx0 |
aar************@r***********.com |
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|
17482 |
|
18000 |
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| Faris Lee Investments |
18301 Von Karman Ave Ste 800 Irvine, CA 92612 |
|
94922xxxx0 |
asa*****@f*******.com |
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2.5 |
2 |
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| First Allied Securities |
1200 Quail St Ste 225 Newport Beach, CA 92660 |
|
94947xxxx5 |
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| Wirth Financial & Insurance Services |
17941 Mitchell S Ste C Irvine, CA 92614 |
|
94985xxxx5 |
tea*@l********.com |
5 |
2 |
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| Happy Investments - Newport Beach |
3857 Birch St Ste 3006-G Newport Beach, CA 92660 |
|
94943xxxx9 |
hii****@g****.com |
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| Mariner |
West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660 |
|
85734xxxx8 |
aar********@m********************.com |
5 |
1 |
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| Genoa Partners LLC |
3200 Park Center Dr #1180, Costa Mesa, CA 92626 |
|
|
age****@g***************.com |
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| Signature Resources |
19900 MacArthur Blvd Ste 900 Irvine, CA 92614 |
|
94993xxxx0 |
cfr*******@s****.com |
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|
2.6 |
5 |
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| Blanco Investments |
3197 Airport Loop Dr Costa Mesa, CA 92626 |
|
71443xxxx6 |
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| Private Asset Management. |
3200 S Bristol St Ste 625 Santa Ana, CA 92704 |
|
71455xxxx0 |
a.-*@p*****.com |
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| Hollencrest Securities |
100 Bayview Cir Ste 500 Newport Beach, CA 92660 |
|
94982xxxx0 |
ac@h**********.com |
3.5 |
4 |
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| Savino Advisory Group |
4101 Birch St Ste 110 Newport Beach, CA 92660 |
|
94974xxxx0 |
joa*@s******************.com |
3.7 |
9 |
2.7 |
7 |
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| Advant Wealth |
18301 Von Karman Ave Ste 430 Irvine, CA 92612 |
|
94926xxxx9 |
adr***@a***********.com |
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| Richland Investments |
4100 Newport Place Dr Newport Beach, CA 92660 |
|
94926xxxx6 |
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| IWM Partners |
3 Park Plz Ste 1490 Irvine, CA 92614 |
|
71479xxxx1 |
ahe*******@i**********.com |
|
5 |
5 |
3 |
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| Sullivan Wealth Management Group |
895 Dove St Ste 300 Newport Beach, CA 92660 |
|
91652xxxx0 |
bra**********@s**********.com |
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| Steadfast Companies |
18100 Von Karman Ave Ste 500 Irvine, CA 92612 |
|
94985xxxx0 |
aar******@s*****************.com |
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1 |
7 |
3 |
57 |
675 |
90 |
675 |
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| District Law Firm |
10727 Paramount Blvd, Downey, CA 90241 |
|
56241xxxx4 |
inf*@r*************.com |
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174 |
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212 |
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| TIAA Financial Services |
4675 MacArthur Court Suite 1100 Newport Beach, CA 92660 |
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acc**********@t***.org |
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90939 |
527 |
91000 |
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| Polaris Wealth Advisory Group, LLC |
3200 Park Center Dr Suite 1260, Costa Mesa, CA 92626 |
|
94963xxxx3 |
a.j****@p************.com |
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| Urban Street Ventures |
Newport Beach, CA 92660 |
|
80050xxxx1 |
inf*@u******.com |
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5 |
6 |
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345 |
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375 |
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| Atlantic Trust |
4675 MacArthur Ct Ste 1150 Newport Beach, CA 92660 |
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94988xxxx1 |
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| Lang & Associates |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
|
94926xxxx2 |
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4 |
14 |
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| BMI Mergers & Acquisitions |
600 Anton Blvd F11, Costa Mesa, CA 92626 |
|
71478xxxx4 |
bde**@b*********.com |
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| Prism Investment Banking |
19700 Fairchild Irvine, CA 92612 |
|
94983xxxx0 |
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| Edward Jones |
2010 Main St Ste 310 Irvine, CA 92614 |
|
94975xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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87631 |
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100000 |
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| Fidelity Investments Investor Center |
2211 Michelson Dr Irvine, CA 92612 |
|
80033xxxx9 |
a61****@f*******.com |
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2.7 |
19 |
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| Ring A Bell Property Management |
1310 Logan Ave Suite B, Costa Mesa, CA 92626 |
|
71465xxxx5 |
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5 |
2 |
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| Sunstone Management |
18881 Von Karman Ave #500, Irvine, CA 92612 |
|
94977xxxx4 |
ali******@s*****************.com |
4.1 |
8 |
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| PacificWest Asset Management |
3191 Airport Loop Dr # D, Costa Mesa, CA 92626 |
|
71443xxxx0 |
ame****@p**********.cc |
1.8 |
10 |
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| Whittier Advisors LLC |
4695 MacArthur Ct #1500, Newport Beach, CA 92660 |
|
94934xxxx0 |
con****@w***************.com |
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| Duckworth & Mehner |
3189 Pullman St Costa Mesa, CA 92626 |
|
71443xxxx0 |
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| T&T Capital Management |
2211 Michelson Dr, Irvine, CA 92612 |
|
80588xxxx0 |
cam**********@t***************.com |
4 |
1 |
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5 |
11 |
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208 |
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| Corcapa 1031 Advisors |
650 Town Center Dr Ste 1400, Costa Mesa, CA 92626 |
|
94972xxxx1 |
cni*****@c******.com |
5 |
1 |
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| Daimyo Capital Partners |
19900 MacArthur Blvd # 960, Irvine, CA 92612 |
|
94988xxxx4 |
enq******@d*******.com |
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| Premier Finance |
1974 Placentia Ave Costa Mesa, CA 92627 |
|
94951xxxx0 |
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2.2 |
6 |
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| Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
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112 |
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| Edward Jones - Financial Advisor: Cameron Rose |
1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626 |
|
71443xxxx4 |
a.j*********@e**********.com |
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87605 |
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100000 |
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| Budc Capitol Holdings |
5000 Birch St Newport Beach, CA 92660 |
|
94947xxxx9 |
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| Index Fund Advisors Inc |
19200 Von Karman Ave Ste 150 Irvine, CA 92612 |
|
94950xxxx0 |
aar**@n*********.com |
4 |
4 |
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| Morgan Gold |
19900 Macarthur Blvd Ste 150 Irvine, CA 92612 |
|
94982xxxx0 |
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1 |
1 |
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| Menlo Equities |
4400 MacArthur Blvd Newport Beach, CA 92660 |
|
94986xxxx4 |
a****@m************.com |
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1 |
1 |
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| C M Stock Fund Investment |
949 S Coast Dr # 300, Costa Mesa, CA 92626 |
|
71443xxxx5 |
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| TFC Credit Services |
3941 S Bristol St Ste D-147 Santa Ana, CA 92626 |
|
80088xxxx2 |
adr***@c****.com |
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| Atomi Financial Group |
20 Executive Park Ste 120 Irvine, CA 92614 |
|
88853xxxx4 |
baf*****************************@s*****.wixpress |
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5 |
1 |
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| Solomon Financial Mortgage & Realty |
3400 Irvine Ave Ste 221 Newport Beach, CA 92660 |
|
71440xxxx4 |
dav*@s********.com |
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5 |
2 |
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| Spinnaker Investment Group, LLC |
4100 MacArthur Blvd STE 120, Newport Beach, CA 92660 |
|
94939xxxx0 |
and***@s**********.com |
4.2 |
5 |
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620 |
71 |
645 |
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| Peterson Peter |
1525 Mesa Verde Dr E Costa Mesa, CA 92626 |
|
71455xxxx4 |
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| Pinn Investments |
4675 MacArthur Ct Suite 1410, Newport Beach, CA 92660 |
|
94966xxxx0 |
con****@p**************.com |
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| Euro Pacific Capital Inc |
1201 Dove St # 200, Newport Beach, CA 92660 |
|
94947xxxx0 |
alb***@e******.com |
3.7 |
3 |
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| Osaic Wealth |
3070 Bristol St #500, Costa Mesa, CA 92626 |
|
94920xxxx4 |
bre**@j**********.com |
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| Meissner Jacquet Commercial Real Estate Services |
3636 Birch St #200, Newport Beach, CA 92660 |
|
85837xxxx4 |
dus****@m***********.com |
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118 |
36 |
126 |
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| Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
|
32338xxxx2 |
d_4****@y****.com |
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| NHL Funding |
Newport Beach, CA 92660 |
|
94964xxxx0 |
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| Andy Kaiser, MSF - Matthews Real Estate Investment Services |
3200 Park Center Dr Ste 520 Costa Mesa, CA 92626 |
|
94966xxxx2 |
aid*************@m*******.com |
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647 |
17 |
762 |
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| Vartanyan Wealth Management |
2043 Westcliff Dr # 213, Newport Beach, CA 92660 |
|
94961xxxx4 |
ada*@v**************.com |
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| Createnu |
Los Angeles, CA 92612 |
|
21329xxxx8 |
ati@c*******.com |
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5 |
2 |
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| East End Asset Management |
1300 Bristol St N Newport Beach, CA 92660 |
|
94926xxxx0 |
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| Immensity Group |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
|
86643xxxx3 |
ale**@i*************.com |
|
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5 |
7 |
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| 555 Capital Advisors, LLC |
555 Anton Blvd Suite 150, Costa Mesa, CA 92626 |
|
94932xxxx5 |
aar***@5*****************.com |
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| Au Terre Property Management |
2973 Harbor Blvd Ste 123, Costa Mesa, CA 92626 |
|
80040xxxx5 |
inf*@a****************.com |
1 |
1 |
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5 |
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| Riviera Capital |
4299 MacArthur Blvd #205, Newport Beach, CA 92660 |
|
31099xxxx8 |
g@r********.com |
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| StrateFi Wealth Management |
18881 Von Karman Ave Suite 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
20 |
|
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|
352 |
|
345 |
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| Berman Investment Group |
19200 Von Karman Ave Irvine, CA 92612 |
|
94966xxxx2 |
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| Newport Wealth Advisors |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
87769xxxx7 |
bwe***@n********************.com |
3.8 |
4 |
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| Woodbury Financial Services |
3070 Bristol St Ste 500 Costa Mesa, CA 92626 |
|
94920xxxx4 |
mka**@o**********.com |
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| Scarlet Stallion Investments |
655 Baker St a105, Costa Mesa, CA 92626 |
|
94989xxxx4 |
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| Orange County Investment Group |
10540 Talbert Ave # 270W, Fountain Valley, CA 92708 |
|
71496xxxx8 |
|
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| Guardians Wealth Management |
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|
94920xxxx5 |
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| Buffalo Capital Corporation |
4299 MacArthur Blvd Ste 100 Newport Beach, CA 92660 |
|
94947xxxx9 |
|
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5 |
2 |
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| Reserve Investments |
4100 Newport Pl Suite 530, Newport Beach, CA 92660 |
|
94977xxxx1 |
mar*@r*****************.com |
|
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|
| Chi Luu - First Financial Security |
2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704 |
|
71468xxxx2 |
chi*@f***********.com |
5 |
2 |
5 |
18 |
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| Stevens First Principles |
4100 Newport Pl Dr Ste 720 Newport Beach, CA 92660 |
|
94925xxxx3 |
inf*@d*************.org |
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| Hollencrest Capital Management |
100 Bayview Cir #500, Newport Beach, CA 92660 |
|
94973xxxx0 |
cam*****@h**********.com |
3.5 |
4 |
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| LifeProfessional Inc. |
3070 Bristol St #645, Costa Mesa, CA 92626 |
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94975xxxx4 |
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| Sage Mint Wealth |
2600 Michelson Dr Ste 950 Irvine, CA 92612 |
|
71493xxxx0 |
inf*@s*************.com |
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5 |
1 |
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| Platinum Wealth Group |
5000 Birch St, Newport Beach, CA 92660 |
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71433xxxx5 |
877*************************************@w*****************.com |
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| Reef Point, LLC |
3525 Hyland Ave Ste 145, Costa Mesa, CA 92626 |
|
71458xxxx6 |
*re*@r***********.com |
3 |
2 |
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41 |
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| Insite Realty Advisors |
5000 Birch St Ste 400 Newport Beach, CA 92660 |
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94933xxxx0 |
amb**@i*******************.com |
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| Yosemite Capital Management |
5120 Birch St Suite 100, Newport Beach, CA 92660 |
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71473xxxx0 |
aan*****@y**************.com |
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| Mortgage Vintage |
260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660 |
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94963xxxx5 |
daw*@m**************.com |
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4.6 |
17 |
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| Wealth Management Solutions. LLC |
East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660 |
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94947xxxx0 |
inf*@w******.com |
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| Denis Doulgeropoulos - Mass Mutual |
2020 Main St Ste 1200 Irvine, CA 92614 |
|
76065xxxx0 |
DDo************@f*************.com |
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5 |
1 |
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136 |
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141 |
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| Kodiak Capital Group |
260 Newport Center Dr Newport Beach, CA 92660 |
|
94943xxxx0 |
inv********@k**********.com |
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| Quintessential Financial |
2372 SE Bristol St Ste C Newport Beach, CA 92660 |
|
94977xxxx5 |
inf*@m************.com |
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6 |
5 |
1 |
4.6 |
153 |
69126 |
796 |
68000 |
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| Kenneth Cummins |
5120 Campus Dr Ste 100 Newport Beach, CA 92660 |
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1 |
1 |
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| Ray Valencia |
3991 MacArthur Blvd Ste 215 Newport Beach, CA 92660 |
|
94995xxxx8 |
ray*********@p*********.com |
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| Cobalt Unlimited |
10055 Slater Ave Ste 260 Fountain Valley, CA 92708 |
|
71489xxxx0 |
mel****@c****************.com |
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5 |
2 |
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219 |
3 |
214 |
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| Argent Firm Inc |
420 Exchange Ste 250, Irvine, CA 92602 |
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94925xxxx4 |
ala*****@t*******.alabama |
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164 |
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| Warren Street Wealth Advisors |
4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660 |
|
65750xxxx5 |
bla**@w*****************.com |
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5 |
17 |
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| Avp Advisors |
3300 Irvine Ave Newport Beach, CA 92660 |
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94948xxxx2 |
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| Tippett Moorhead & Haden, An Alera Group Company |
3200 Park Center Dr, Costa Mesa, Ca 92626 |
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94920xxxx1 |
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| Carter Law Firm-Newport Office |
23 Corporate Plaza Dr, Newport Beach, CA 92660 |
|
94923xxxx9 |
bia***@c************.net |
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502 |
3 |
500 |
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| Fortress Management Firm LLC |
1968 S Coast Hwy Ste 6, Laguna Beach, CA 92651 |
|
80092xxxx2 |
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| Gerber Kawasaki Wealth & Investment Management |
2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405 |
|
42456xxxx0 |
a18*****************************@s*****.wixpress |
4.6 |
138 |
4.8 |
199 |
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27708 |
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27000 |
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| LPL Financial |
1503 S Coast Dr # 204, Costa Mesa, CA 92626 |
|
71467xxxx5 |
aar********@l**.com |
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| Costa Mesa Tax Service |
2973 Harbor Blvd, Ste 825, Costa Mesa, CA 92626 |
|
71442xxxx2 |
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| Reedy Asset Management |
3151 Airway Ave Costa Mesa, CA 92626 |
|
71454xxxx0 |
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| Check Capital Management |
575 Anton Blvd # 500, Costa Mesa, CA 92626 |
|
80071xxxx7 |
aeb*****@c***********.com |
4.6 |
18 |
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| Wealth Coast - Wealth Management and Insurance Solutions |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
chr************@n*.com |
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138 |
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| Pan American Properties |
17491 Irvine Blvd Ste 100 Tustin, CA 92780 |
|
71450xxxx4 |
aap*****@p*****.com |
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3.1 |
110 |
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36 |
3 |
47 |
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| Dynamic Firm Management |
4570 Campus Dr, Newport Beach, CA 92660 |
|
71497xxxx0 |
mcc**@d**********.com |
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| IRA Capital |
3121 Michelson Dr Ste 500, Irvine, CA 92612 |
|
94925xxxx0 |
acq*********@i*********.com |
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309 |
3 |
299 |
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| Birch Capital |
5000 Birch St suite 3000, Newport Beach, CA 92660 |
|
88838xxxx7 |
ale*@b*******.com |
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| Gardena Financial |
1516 W Redondo Beach Blvd, Gardena, CA 90247 |
|
42499xxxx9 |
|
4.8 |
35 |
4.7 |
159 |
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50 |
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54 |
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| Werner Grady Associates |
18301 Von Karman Ave Ste 200 Irvine, CA 92612 |
|
94975xxxx6 |
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| Newport Beach Investment Group LLC |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
94990xxxx8 |
inf*@n*********.com |
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| Glencrest Investment Advisors |
19200 Von Karman Ave Irvine, CA 92612 |
|
94962xxxx4 |
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| Alpha Wealth Partners |
4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660 |
|
94942xxxx0 |
dee@a**************.com |
5 |
1 |
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| Crown Wealth Management |
2900 Bristol St Suite B-106, Costa Mesa, CA 92626 |
|
71496xxxx0 |
aka**@c******.com |
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| Currency Warriors |
2070 Business Center Dr Ste 105 Irvine, CA 92612 |
|
94986xxxx2 |
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1 |
2 |
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| Onitus Capital, LLC |
3857 Birch St Suite #5059, Newport Beach, CA 92660 |
|
86091xxxx4 |
kso***@o************.com |
5 |
9 |
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| Salout Insurance Solutions |
15520 Rockfield Blvd Ste G Irvine, CA 92618 |
|
71431xxxx9 |
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5 |
6 |
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| Whittier Trust Company |
3200 Park Center Dr Costa Mesa, CA 92626 |
|
94921xxxx0 |
aau**@w************.com |
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164 |
13 |
195 |
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| Mitchell Capital Management |
3187 Airway Ave Costa Mesa, CA 92626 |
|
71443xxxx2 |
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| Duval Management |
4630 Campus Dr Newport Beach, CA 92660 |
|
94926xxxx4 |
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| Edward Jones - Financial Advisor: Erik L Jolliff |
485 E 17th St Ste 100 Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
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87605 |
|
100000 |
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| Raymond James Financial Services |
4600 Campus Dr Newport Beach, CA 92660 |
|
94939xxxx3 |
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| Waba Senior Citizens’ Benefit Association |
2183 Fairview Rd Costa Mesa, CA 92627 |
|
94965xxxx0 |
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| Excellent Capital |
18575 Jamboree Rd Suite 330, Irvine, CA 92612 |
|
62680xxxx2 |
eli**@e****************.com |
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| Online Trading Academy |
17780 Fitch Ste 200 Irvine, CA 92614 |
|
88843xxxx2 |
abi*@t*************.com |
|
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3.9 |
132 |
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|
109528 |
203 |
117000 |
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| Quality Investment Firm Inc |
5467 Moreno St, Montclair, CA 91763 |
|
90994xxxx6 |
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| Cherokee Associates |
2035 Flamingo Dr Costa Mesa, CA 92626 |
|
71454xxxx2 |
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| Self Directed IRA Corp |
1150 Main St Ste E Irvine, CA 92614 |
|
94974xxxx4 |
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| Kallenberger Jones & Co |
245 Fischer Ave Ste A7, Costa Mesa, CA 92626 |
|
71443xxxx0 |
han*@k****************.com |
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| WEALTHRHINO |
2070 Business Center Dr STE 250, Irvine, CA 92612 |
|
94948xxxx4 |
inf*@w**********.com |
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| Hawaiian Springs |
3197 Airport Loop Dr Ste A Costa Mesa, CA 92626 |
|
71454xxxx7 |
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| SO-CAL Capital |
20280 SW Acacia St Ste 115 Newport Beach, CA 92660 |
|
94952xxxx6 |
44f*************************************@w*****************.com |
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| NextGen Properties |
620 Terminal Way, Costa Mesa, CA 92627 |
|
94999xxxx8 |
hr@n****************.com |
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| Kong Harmon A Cfp |
19200 Von Karman Ave Irvine, CA 92612 |
|
94947xxxx8 |
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| Capital Reserve Group - Ameriprise Financial Services, LLC |
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 |
|
71443xxxx6 |
dns*****@a***.com |
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| E*TRADE |
1901 Main St Fl 7 Irvine, CA 92614 |
|
86678xxxx3 |
adv************@e*****.com |
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1.4 |
14 |
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166296 |
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170000 |
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| Falcon Wealth Planning |
2030 Main St Fl 13 Irvine, CA 92614 |
|
85596xxxx6 |
cca*****@f*******************.com |
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| Hadley Pacific Enterprises |
3197 Airport Loop Dr Costa Mesa, CA 92626 |
|
71454xxxx7 |
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| Rsm Equico |
575 Anton Blvd Ste 1100 Costa Mesa, CA 92626 |
|
71432xxxx0 |
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| Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
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1234 |
37 |
1312 |
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| The KFK Group |
4000 Barranca Pkwy Ste 250 Irvine, CA 92604 |
|
94926xxxx3 |
ern***@t**********.com |
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| The Irvine Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx4 |
acc**********@m************.com |
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| Cooke Wealth Management |
18881 Von Karman Ave Ste 1420 Irvine, CA 92612 |
|
94972xxxx0 |
coo********@c*************.com |
5 |
2 |
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| Quan Financial |
1011 Brioso Dr Ste 109 Costa Mesa, CA 92627 |
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cha*@q************.com |
5 |
1 |
5 |
1 |
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54 |
7 |
53 |
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| Ida Pacific |
1501 Westcliff Dr Newport Beach, CA 92660 |
|
94955xxxx2 |
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| Bressette Co |
949 S Coast Dr # 175, Costa Mesa, CA 92626 |
|
71443xxxx5 |
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5 |
1 |
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| Atlas Wealth Management Group, LLC |
2372 Morse Ave, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
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35 |
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| Clearview Investment Partners |
3151 Airway Ave Suite U-1, Costa Mesa, CA 92626 |
|
94920xxxx0 |
ala*@c******.com |
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| Marric Wealth Management |
4675 McArthur Ct Ste 725 Newport Beach, CA 92660 |
|
94937xxxx6 |
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| Modern Wealth Advisors |
3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626 |
|
94946xxxx9 |
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| Catalina Capital Management |
1300 Bristol St N Newport Beach, CA 92660 |
|
94926xxxx0 |
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| Pure Financial Advisors |
2020 Main St Ste 690 Irvine, CA 92614 |
|
94977xxxx0 |
abb********@p************.com |
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1667 |
|
1700 |
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| AXONE CAPITAL |
4340 Von Karman Ave SUITE 250, Newport Beach, CA 92660 |
|
94972xxxx8 |
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| Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. |
9870 Research Dr Irvine, CA 92618 |
|
94971xxxx0 |
bbo***@d******************.com |
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4.2 |
6 |
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| DTS Financial SVC-Acctg Firm |
1007 W La Palma Ave, Anaheim, CA 92801 |
|
71463xxxx3 |
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| Edward Jones - Financial Advisor: Jason Jiang |
18200 Von Karman Ave Ste 560 Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
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5 |
2 |
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| Fidelity Investments |
1600 Newport Center Dr Ste 100 Newport Beach, CA 92660 |
|
80036xxxx0 |
a61****@f*******.com |
|
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4 |
1 |
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|
329254 |
|
353000 |
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| Linco Investment Company |
4041 MacArthur Blvd Ste 350 Newport Beach, CA 92660 |
|
94922xxxx0 |
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| Wealth Compile |
4100 Newport Pl Ste 760 Newport Beach, CA 92660 |
|
94930xxxx3 |
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| Ringler Associates |
1301 Dove St Newport Beach, CA 92660 |
|
94983xxxx0 |
a.p****@r****************.com |
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374 |
|
398 |
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| Treussard Capital Management LLC |
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|
94977xxxx6 |
jon*****@t********.com |
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| John Stokes Financial |
2030 Main St Ste 1300 Irvine, CA 92614 |
|
94947xxxx5 |
ala**@j******************.com |
|
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3.8 |
4 |
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| CerraCap Ventures |
650 Town Center Dr, Costa Mesa, CA 92626 |
|
|
abh*@c*******.com |
4 |
4 |
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| BKM Capital Partners |
1701 Quail St #100, Newport Beach, CA 92660 |
|
94956xxxx0 |
aar**@b*****************.com |
5 |
3 |
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5 |
5 |
81 |
19 |
93 |
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| Asset Management West |
18831 Von Karman Ave Ste 380 Irvine, CA 92612 |
|
94968xxxx6 |
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| Fidelity Investments |
2211 Michelson Dr, Irvine, CA 92612 |
|
80033xxxx9 |
aar********@f*******.com |
3.5 |
17 |
|
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|
329245 |
|
353000 |
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| Warren Street Wealth Advisors, LLC |
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660 |
|
71487xxxx0 |
bla**@w*****************.com |
5 |
15 |
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| Athos Capital Advisors |
Newport Beach, CA 92660 |
|
31097xxxx5 |
cli**********@a*******************.com |
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13 |
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| FPI MGT. - Costa Mesa |
3187 Red Hill Ave #220, Costa Mesa, CA 92626 |
|
71464xxxx0 |
aal**********@f*****.com |
1.8 |
98 |
|
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4874 |
|
5200 |
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| Trisummit Financial |
4590 MacArthur Blvd Newport Beach, CA 92660 |
|
94975xxxx1 |
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| South Coast Investment Properties |
3151 Airway Ave Costa Mesa, CA 92626 |
|
71454xxxx0 |
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| The Freedom Way |
19361 Broookhurst St Ste 16 Huntington Beach, CA 92646 |
|
71447xxxx6 |
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| Vanguard Capital Wealth Advisors |
2030 Main St, Irvine, CA 92614 |
|
94982xxxx0 |
inf*@v*****.com |
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| Integrity Wealth Management |
3991 MacArthur Blvd, Newport Beach, CA 92660 |
|
94995xxxx8 |
eve***@i***********.com |
5 |
2 |
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139 |
|
146 |
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| Cayler Capital |
895 Dove St, Newport Beach, CA 92660 |
|
32363xxxx0 |
bre**@c************.com |
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| Triad Investment Management |
1301 Dove St Ste 1080, Newport Beach, CA 92660 |
|
94967xxxx1 |
con****@t******.com |
3.7 |
3 |
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92 |
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| Edward Jones - Financial Advisor: Jared R Dahline |
2025 Newport Blvd Ste 100 Costa Mesa, CA 92627 |
|
94963xxxx1 |
a.j*********@e**********.com |
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|
87605 |
|
100000 |
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| Charles Schwab |
16 Corporate Plaza Dr Newport Beach, CA 92660 |
|
94971xxxx8 |
abc******@s*****.com |
5 |
5 |
2.8 |
20 |
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| PruVise, Inc |
4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660 |
|
94979xxxx4 |
leg**@c************.com |
|
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5 |
1 |
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| Insight Investments, LLC |
611 Anton Blvd STE 700, Costa Mesa, CA 92626 |
|
71493xxxx0 |
aad****@i*****************.com |
5 |
2 |
|
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5 |
14 |
91 |
|
94 |
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| The Saddleback Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
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|
| Leisure Capital Management, Inc. |
Center Tower, 650 Town Center Dr #880, Costa Mesa, CA 92626 |
|
71438xxxx0 |
awe***@l*************.com |
|
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20 |
|
30 |
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| Paradigm Global Investments |
18952 MacArthur Blvd Irvine, CA 92612 |
|
94925xxxx0 |
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|
| Frome Investments |
151 Kalmus Dr STE F2, Costa Mesa, CA 92626 |
|
71464xxxx0 |
bbe******@f*******.com |
1.8 |
10 |
|
|
4.2 |
5 |
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25 |
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|
| Index Fund Advisors, Inc. |
19200 Von Karman Ave #150, Irvine, CA 92612 |
|
94950xxxx0 |
adr****@i**.com |
4 |
4 |
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|
| Daniel Cucuiat - C7 Capital Group |
Irvine, CA 92614 |
|
71426xxxx5 |
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|
| Noble Tax Specialists |
4299 MacArthur Ste 100 Newport Beach, CA 92660 |
|
88827xxxx8 |
aj@n******.com |
|
|
4.3 |
6 |
|
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2 |
|
3 |
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|
| Stevens & Ault Financial Services |
940 S Coast Dr, Costa Mesa, CA 92626 |
|
71490xxxx8 |
dav**@s*********************.com |
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|
| Retirement Planning Newport Beach | Miramontes Capital |
4701 Teller Ave, Newport Beach, CA 92660 |
|
94940xxxx0 |
ang**********@m****************.com |
5 |
25 |
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|
| Innovate Partners |
2211 Michelson Ste 1200 Irvine, CA 92612 |
|
94950xxxx4 |
bob@i***************.com |
|
|
3 |
1 |
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|
| Financial Resources Group |
610 Newport Center Dr Ste 200 Newport Beach, CA 92660 |
|
94995xxxx5 |
inf*@f********************.com |
|
|
2.8 |
6 |
|
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| Head Savings And Invest |
3200 Park Center Dr Ste 1300 Costa Mesa, CA 92626 |
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71491xxxx3 |
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| Centricity Financial |
5000 Birch St Ste 3000 Newport Beach, CA 92660 |
|
94944xxxx5 |
inf*@c******************.com |
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| La Placa Investment Group |
Newport Beach, CA 92660 |
|
94968xxxx8 |
gab*@l*****************.com |
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| The LBL Group |
3631 S Harbor Blvd Ste 200 Santa Ana, CA 92704 |
|
65723xxxx0 |
ale*@l*******.com |
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| Wealth Financial Group West |
650 Town Center Dr #920, Costa Mesa, CA 92626 |
|
71461xxxx4 |
bro**@w*********.com |
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110 |
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119 |
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| Windfall Advisors |
620 Newport Center Dr Ste 1100 Newport Beach, CA 92660 |
|
31040xxxx4 |
inf*@w***************.com |
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| Court Investment Services |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
80088xxxx0 |
chi**@c**********************.com |
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| Redwoods Capital |
4000 MacArthur Blvd, Newport Beach, CA 92660 |
|
94978xxxx9 |
inf*@r*********.com |
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197 |
12 |
212 |
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| Five B Investment |
903 W 17th Street Ofc Costa Mesa, CA 92627 |
|
94963xxxx3 |
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| Performance Settlement |
675 Anton Blvd Ste 500, Costa Mesa, Ca 92626 |
|
88821xxxx2 |
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3.3 |
68 |
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| Odell’s Investment |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx9 |
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| Giant Leads |
2580 Willo Ln Costa Mesa, CA 92627 |
|
94951xxxx0 |
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| LA Wealth Management |
3200 Park Center Dr fl 14, Costa Mesa, CA 92626 |
|
31098xxxx2 |
car*****@l*****************.com |
5 |
3 |
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| District Law Firm |
3380 Flair Dr Ste 233, El Monte, CA 91731 |
|
62638xxxx0 |
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| Laguna Pacific Wealth Management Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
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| Floria Group |
4040 MacArthur Blvd Newport Beach, CA 92660 |
|
94922xxxx8 |
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| Morgan Stanley Financial Advisors |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94995xxxx0 |
acm***********@m************.com |
5 |
4 |
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| Five Crowns Capital - Private Equity |
2721 Pacific Coast Hwy Ste B Newport Beach, CA 92663 |
|
94934xxxx8 |
ahm**@f****************.com |
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| Everett Harris & Company |
1601 Dove St Newport Beach, CA 92660 |
|
94975xxxx2 |
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| Surlamer Investments |
4343 Von Karman Ave, Newport Beach, CA 92660 |
|
94964xxxx1 |
ath***@s*******.com |
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| Asset Investment Property |
2901 W Coast Hwy Newport Beach, CA 92663 |
|
94925xxxx6 |
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| Fastmkt Focus |
2700 W Pacific Coast Hwy Ste 130 Newport Beach, CA 92663 |
|
94993xxxx4 |
d09*************************************@w*****************.com |
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| Miramontes Capital |
4701 Teller Ave Newport Beach, CA 92660 |
|
80046xxxx5 |
ang**********@m****************.com |
5 |
25 |
4.3 |
23 |
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1920 |
6 |
1900 |
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| TSG Wealth Management - Irvine |
18800 Von Karman Ave Suite B, Irvine, CA 92614 |
|
94950xxxx0 |
all************@t****.com |
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215 |
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| Claremont Financial Group, Inc |
245 Fischer Ave, Costa Mesa, CA 92626 |
|
71454xxxx0 |
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| Edward Jones |
949 South Coast Dr Ste 180 Costa Mesa, CA 92626 |
|
71455xxxx5 |
a.j*********@e**********.com |
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87601 |
|
100000 |
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| Iwamoto Kong & Company |
19200 Von Karman Ave Irvine, CA 92612 |
|
94925xxxx8 |
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283 |
36 |
305 |
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| Pinnacle Financial Resources, Inc. |
2900 Bristol St #107, Costa Mesa, CA 92626 |
|
71426xxxx2 |
cmu***@c*******.com |
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| Elite Advisory Group |
2130 Main St Ste 130 Huntington Beach, CA 92648 |
|
71496xxxx8 |
bma**@e*****************.com |
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3.7 |
3 |
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| Belgravia Capital |
4590 MacArthur Blvd, Newport Beach, CA 92660 |
|
94920xxxx1 |
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| Joe Christiansen - Berkshire Hathaway HomeServices |
18600 MacArthur Blvd Ste 150 Irvine, CA 92612 |
|
94963xxxx4 |
inf*@b*************.com |
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5 |
2 |
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10862 |
238 |
11000 |
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| Strategic Global Advisors |
100 Bayview Cir, Newport Beach, CA 92660 |
|
94970xxxx0 |
a@s*********.com |
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| Cps Insurance |
4400 MacArthur Blvd Fl 8 Newport Beach, CA 92660 |
|
94986xxxx0 |
ada******@c***********.com |
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| Alpha Cubed Investments |
18301 Von Karman Ave # 900, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
4.5 |
6 |
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| Lenders Investment |
2755 Bristol St Ste 100 Costa Mesa, CA 92626 |
|
71454xxxx7 |
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| Fell Capital Management |
1001 Dove St Newport Beach, CA 92660 |
|
94947xxxx6 |
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| Select Business Credit |
4000 MacArthur Blvd Fl 6 Newport Beach, CA 92660 |
|
94964xxxx0 |
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| Edward Jones - Financial Advisor : Jessie E Norton |
485 E 17th St Ste 100 Costa Mesa, CA 92627 |
|
94972xxxx4 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Bradey Jameson, AAMS® |
1501 Westcliff Dr Ste 307 Newport Beach, CA 92660 |
|
94961xxxx5 |
acc**********@e**********.com |
|
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5 |
1 |
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|
87605 |
|
100000 |
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| Dewane Investment Strategies - Raymond James Financial |
2701 W Coast Hwy Newport Beach, CA 92663 |
|
94963xxxx0 |
aar************@r***********.com |
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17482 |
|
18000 |
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| Pacific Wealth Partners |
881 Dover Dr Ste 310 Newport Beach, CA 92663 |
|
94963xxxx2 |
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| Independent Capital Management - An Orange County Financial Advisor |
695 Town Center Dr # 530, Costa Mesa, CA 92626 |
|
94945xxxx0 |
a.a@i***********.com |
|
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|
13516 |
|
13000 |
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| Wood Investments |
2950 Airway Ave STE A9, Costa Mesa, CA 92626 |
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| Sun Group Wealth Partners |
17500 Red Hill Ave STE 140, Irvine, CA 92614 |
|
94962xxxx0 |
ang***@s*********.com |
5 |
6 |
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1800 |
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| WestPac® Wealth Partners (Orange County) |
949 S Coast Dr Suite 220, Costa Mesa, CA 92626 |
|
94927xxxx0 |
aar***********@w************.com |
|
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|
54310 |
37 |
104000 |
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| Ibis Consulting Group |
4500 Campus Dr Newport Beach, CA 92660 |
|
94985xxxx4 |
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|
| James Hendries - Lpl Financial |
7777 Center Ave Ste 120 Huntington Beach, CA 92647 |
|
71479xxxx4 |
jam***********@l**.com |
4.4 |
7 |
3.7 |
3 |
|
|
157 |
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| Mike Hernandez - Trilogy Financial |
2601 Main St Ste 200 Irvine, CA 92614 |
|
94922xxxx5 |
a.r*****@t********.com |
|
|
5 |
1 |
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|
| McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
|
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|
278 |
|
295 |
|
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|
| Marino Investment Company |
3636 Birch St, Newport Beach, CA 92660 |
|
94997xxxx2 |
eri*@m****************.com |
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|
| Regents Capital Corporation |
3200 Bristol St UNIT 400, Costa Mesa, CA 92626 |
|
88890xxxx7 |
ale**@r*************.com |
2.5 |
28 |
|
|
4.3 |
15 |
247 |
30 |
248 |
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|
| Hobert Wealth Management |
23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660 |
|
80074xxxx8 |
hob*****@h*********************.com |
|
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5 |
1 |
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|
| New Wealth Advisors Club |
3333 Michelson Dr Ste 300 Irvine, CA 92612 |
|
95144xxxx2 |
ale******@n********************.com |
|
|
4.4 |
56 |
|
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|
| Primior Management |
620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660 |
|
94952xxxx7 |
adv*****@p******.com |
|
|
5 |
1 |
|
|
982 |
|
1000 |
|
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|
| Zeiger Capital Management, Inc |
2192 Martin St Ste 145 Irvine, CA 92612 |
|
94975xxxx9 |
bso***@z*********.com |
|
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