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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1 |
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True Arrow Capital Management |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
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40856xxxx8 |
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First American Exchange Company |
333 W Santa Clara St Ste 622 San Jose, CA 95113 |
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80083xxxx3 |
aal***@f******.com |
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5 |
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1251 |
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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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Brian Nguyen - New York Life |
1731 Technology Dr Ste 400 San Jose, CA 95110 |
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40845xxxx1 |
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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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CAE’s Silicon Valley trading operation |
5201 Great America Pkwy #272, Santa Clara, CA 95054 |
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65032xxxx3 |
abr****@c********.com |
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Yan Song CPA |
Santa Clara, CA 95051 |
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66980xxxx0 |
sup****@s*********.com |
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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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Deloitte |
225 W Santa Clara St Ste 600, San Jose, CA 95113 |
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40870xxxx0 |
ada*******@w***.deloitte |
2.4 |
37 |
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564755 |
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15 |
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Net Penny Stocks |
Serving theSanta Clara Area |
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40822xxxx0 |
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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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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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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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W-star investments, Inc |
2130 Ringwood Ave, San Jose, CA 95131 |
|
40882xxxx8 |
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Investment Diversification |
250 Keyes St, San Jose, CA 95112 |
|
40828xxxx0 |
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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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Borelli Investment Company |
2051 Junction Ave STE 100, San Jose, CA 95131 |
|
40845xxxx0 |
abi****@b******.com |
3.3 |
7 |
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ARIA Wealth Management |
20640 3rd St #300, Saratoga, CA 95070 |
|
66922xxxx5 |
ari*****@a*****.com |
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112 |
4 |
115 |
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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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The Perreault Birmingham Group LLC |
20115 Bonnie Brae Way, Saratoga, CA 95070 |
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86652xxxx0 |
bas@t*******.com |
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Matthew Daugavietis - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
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5 |
1 |
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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 |
1 |
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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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BlueSky Wealth Advisors |
1735 N 1st St Ste 295 San Jose, CA 95054 |
|
40865xxxx0 |
ali****@b********.com |
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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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13 |
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Kimica |
San Jose, CA 95131 |
|
71474xxxx3 |
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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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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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C III Asset Management |
1300 Memorex Dr, Santa Clara, CA 95050 |
|
40856xxxx3 |
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WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
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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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Pantheon Wealth Planning |
1798 Technology Dr Ste 200 San Jose, CA 95110 |
|
40840xxxx2 |
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Albert Hsia - Ameriprise Financial Services |
1905 The Alameda San Jose, CA 95126 |
|
40828xxxx0 |
alb**********@a***.com |
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Kyung Minn Services |
193 Jackson St San Jose, CA 95112 |
|
40828xxxx7 |
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4.4 |
725 |
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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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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 UNIT 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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MassMutual Pacific |
225 W Santa Clara St Ste 1450 San Jose, CA 95113 |
|
40835xxxx3 |
aah*****@m*********.com |
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2.7 |
6 |
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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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Maria D Boisvert - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx1 |
mar***********@r**.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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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 |
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40825xxxx7 |
bob@a****************.com |
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Wells Fargo Advisors FiNet |
20 S Santa Cruz Ave, Los Gatos, CA 95030 |
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40829xxxx0 |
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Klm Capital Management. |
10 Almaden Blvd San Jose, CA 95113 |
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40897xxxx8 |
alf*****@k*********.com |
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Best Investment Co. |
1816 Tully Rd, San Jose, CA 95122 |
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40853xxxx1 |
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Paretone Capital |
97 E Brokaw Rd, San Jose, CA 95112 |
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40867xxxx6 |
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4 |
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408 Group - Morgan Stanley Private Wealth Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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65023xxxx4 |
acm***********@m************.com |
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Richard Simpson - Financial Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
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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 |
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40896xxxx0 |
dav*************@a***.com |
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9 |
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9 |
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Silicon Valley Wealth Advisors, LLC |
3190 S Bascom Ave #210, San Jose, CA 95124 |
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40868xxxx8 |
chr**@s**********.com |
3.4 |
5 |
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5388 |
47 |
5500 |
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DiversiFi Capital |
4546 B10, 1013 El Camino Real, Los Altos, CA 94022 |
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65063xxxx7 |
use*@d*****.com |
5 |
6 |
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McDonald Wealth Management |
51 E Campbell Ave, Campbell, CA 95008 |
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40842xxxx8 |
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Ken Prodger CFP®,ChFC®,ChSNC®, AIF® |
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054 |
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40863xxxx2 |
inf*@s***.org |
5 |
2 |
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Lehrer Management Company Inc. |
20400 Stevens Creek Blvd Ste 230 Cupertino, CA 95014 |
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40899xxxx0 |
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Joanne Cirocco - Ameriprise Financial Advisor |
50 W San Fernando St Ste 900 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Cirocco, Fels & Styczynski - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Pruneyard Financial Group Inc |
1999 S Bascom Ave, Campbell, CA 95008 |
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40837xxxx4 |
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Pacific Advisors |
910 E Hamilton Ave Ste 350, Campbell, CA 95008 |
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40839xxxx0 |
cam*************@g***********.com |
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Linqto |
101 Metro Dr #335, San Jose, CA 95110 |
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ada*@l*****.com |
3.7 |
6 |
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15387 |
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15000 |
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The Householder Group |
635 Bryant St, Palo Alto, CA 94301 |
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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 |
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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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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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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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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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One Stop Financial Services |
Cupertino, CA 95014 |
|
40887xxxx1 |
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Blair Hansen & Company. |
1550 The Alameda Ste 300 San Jose, CA 95126 |
|
40828xxxx0 |
bla*********@k***********.com |
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H&K Financial |
801 S Winchester Blvd San Jose, CA 95109 |
|
40855xxxx2 |
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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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Brown Financial & Insurance Services |
1731 Technology Dr Ste 400 San Jose, CA 95110 |
|
40845xxxx5 |
dwy************@p****.dreamhost |
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Davis Financial Management |
1042 W Hedding St, San Jose, CA 95126 |
|
40834xxxx0 |
ali**@d******.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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Sierra Pacific Wealth Management |
11121 Chula Vista Ave, San Jose, CA 95127 |
|
40821xxxx7 |
con****@s**************.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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Global Trust Bank |
700 E El Camino Real Ste 300 Mountain View, CA 94040 |
|
65096xxxx0 |
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Pan Cal Investment Co Inc |
4125 Blackford Ave, San Jose, CA 95117 |
|
40824xxxx0 |
cxx*******@p*****.com |
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West Valley Peninsula Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
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12824 |
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Annie Szu Real Estate |
19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014 |
|
40898xxxx9 |
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Gold Quest Investment |
333 W Maude Ave Sunnyvale, CA 94085 |
|
40873xxxx8 |
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Online Trading Academy |
1798 Technology Dr Ste 152 San Jose, CA 95110 |
|
40853xxxx0 |
a.g****@t*************.com |
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3 |
73 |
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Klein Financial Group |
15 Montebello Way, Los Gatos, CA 95030 |
|
40839xxxx0 |
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Ameriprise Financial Advisors |
50 W San Fernando St Ste 900 San Jose, CA 95113 |
|
40891xxxx6 |
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S P Asset Management |
20380 Town Center Ln # 205, Cupertino, CA 95014 |
|
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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Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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Saratoga Research & Investment Management |
14471 Big Basin Way, Saratoga, CA 95070 |
|
40874xxxx0 |
ada*@s**********.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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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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Sherwood Partners, Inc. |
3945 Freedom Cir #560, Santa Clara, CA 95054 |
|
65045xxxx1 |
ade******@s******.com |
1 |
1 |
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Nick Hunt - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx3 |
dns*****@a***.com |
|
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5 |
3 |
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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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Goldenbrick Investment Inc |
3414 Pinnacle Dr, San Jose, CA 95132 |
|
40868xxxx6 |
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Harris Private Wealth |
1735 N First St #301, San Jose, CA 95112 |
|
40854xxxx0 |
cha****@h******************.com |
5 |
1 |
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Pruneyard Financial Group Inc |
51 E Campbell Ave #140, Campbell, CA 95008 |
|
40837xxxx4 |
hel**@r**********.com |
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Charles Schwab |
12 Ranch Dr Milpitas, CA 95035 |
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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 |
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65032xxxx1 |
a****00@a*******.com |
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Maple Leaf Investments |
1155 Redmond Ave, San Jose, CA 95120 |
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40826xxxx3 |
c.e*****@m***********.com |
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Lesley Lemessurier - Ameriprise Financial Services |
1905 The Alameda San Jose, CA 95126 |
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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 |
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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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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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Sequoia Wealth Advisors & Investment Management, Inc. |
99 Almaden Blvd Ste 925, San Jose, CA 95113 |
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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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Kane Investment Management, Inc. |
15466 Los Gatos Blvd #213, Los Gatos, CA 95032 |
|
40835xxxx3 |
amy*******@k*************.com |
5 |
1 |
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Beck Investment Management |
Serving theSanta Clara Area |
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65032xxxx0 |
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My Viet Investment |
1879 Lundy Ave San Jose, CA 95131 |
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40892xxxx8 |
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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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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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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 |
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20 |
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93 |
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98 |
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Sirivanh Harris |
1999 S Bascom Ave Ste 400 Campbell, CA 95008 |
|
40896xxxx5 |
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5 |
1 |
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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 |
|
40839xxxx0 |
ama***@l****.com |
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Mok Capital Management |
4962 El Camino Real Ste 235, Los Altos, CA 94022 |
|
65031xxxx7 |
chr**@m*********.com |
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Harvest Management Partners |
3001 Winchester Blvd, Campbell, CA 95008 |
|
40877xxxx5 |
ala***@h********.com |
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Leeward Financial & Insurance Services |
1046 W Taylor St Ste 205 San Jose, CA 95126 |
|
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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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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216 |
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Clark Morgan - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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12803 |
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IPX1031 Exchange |
1735 Technology Dr Ste 830 San Jose, CA 95110 |
|
41529xxxx1 |
ann********@i******.com |
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2 |
1 |
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1300 |
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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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Whitehorse Financial |
1925 Winchester Blvd Ste 203 Campbell, CA 95008 |
|
40837xxxx0 |
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Horizon Ventures |
4 Main St, Los Altos, CA 94022 |
|
65091xxxx0 |
ash@h********.com |
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Lisa Vandersteen - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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SDL Capital LP |
1 1st St, Los Altos, CA 94022 |
|
65055xxxx5 |
fki*****@s**********.com |
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Joanne Cirocco - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Investors Capital Corporation |
Santa Clara, CA 95051 |
|
40824xxxx5 |
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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 |
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1 |
1 |
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53 |
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55 |
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Papadoyannis & Associates - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
ani*********@a***.com |
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397 |
|
416 |
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Fenox Venture Capital |
1641 N First St Ste 110 San Jose, CA 95112 |
|
40864xxxx2 |
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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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Merrill Investment & Retirement Financial Center |
2925 Scott Blvd, Santa Clara, CA 95054 |
|
40896xxxx0 |
ala*********@m*.com |
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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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Cerna Group of Marcus & Millichap |
84 W Santa Clara St Ste 501 San Jose, CA 95113 |
|
40899xxxx8 |
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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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Karen Turner - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
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40891xxxx6 |
dns*****@a***.com |
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Parakletos Adventures |
175 Nortech Pkwy, San Jose, CA 95134 |
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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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Ameriprise Financial Advisors |
1091 Firth Ct Sunnyvale, CA 94087 |
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dns*****@a***.com |
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Capital Sterling Investment Group |
San Jose, CA 95101 |
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40826xxxx0 |
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Mayfield Investment Co Inc |
1023 Corporation Way, Palo Alto, CA 94303 |
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65049xxxx0 |
hed***@m****************.com |
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KLM Capital Management Inc |
10 Almaden Blvd, San Jose, CA 95113 |
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40897xxxx8 |
alf*****@k*********.com |
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McCarthy Asset Management Inc |
3 Lagoon Dr, Ste 155, Redwood City, CA 94065 |
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65061xxxx0 |
ant****@m************.com |
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TD Ameritrade |
423 E Hamilton Ave, Campbell, CA 95008 |
|
80066xxxx0 |
aam***********@t***********.com |
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3 |
7 |
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646245 |
192 |
658000 |
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Opportunity Capital |
4340 Stevens Creek Blvd Santa Clara, CA 95051 |
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40893xxxx8 |
who**@d*******************.com |
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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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J C Investment Consulting |
606 N 1st St San Jose, CA 95112 |
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40897xxxx8 |
jen*****@j***********.com |
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Wade Financial Advisory |
2105 S Bascom Ave Ste 110 Campbell, CA 95008 |
|
40836xxxx9 |
ann****@w*****.com |
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5 |
2 |
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8 |
4 |
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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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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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Chuck S Fels - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.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 |
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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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Golden Bay Investments |
2847 S White Rd, San Jose, CA 95148 |
|
40844xxxx2 |
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Tom Cochran-Bancwest Investment Services Wealth Financial Advisor |
3081 Mckee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40839 |
176 |
41000 |
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Frost Capital Management |
941 E Charleston Rd, Palo Alto, CA 94303 |
|
65080xxxx9 |
kat*****@h********.com |
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Dome Realty & Investment |
3418 Cardoza Ct, San Jose, CA 95132 |
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51076xxxx5 |
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Evergreen Wealth Advisory Group, LLC |
101 Metro Dr, San Jose, CA 95110 |
|
86627xxxx1 |
joh*@e***********.com |
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Sequoia Wealth Advisors and Invesment Management, Inc. |
99 S Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
car***@s********.com |
5 |
2 |
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258 |
4 |
269 |
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Highcrest Management Group |
4 Main St, Los Altos, CA 94022 |
|
65020xxxx0 |
arc********@h*************.com |
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Sullivan & Serwitz Investment |
779 Altos Oaks Dr, Los Altos, CA 94024 |
|
65094xxxx1 |
inf*@s**************.com |
3 |
2 |
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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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Julius Agbonbhase - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
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Brad Baron - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx3 |
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Mark Beach |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65023xxxx1 |
add********@f************.com |
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Crest Investment Group |
61 Serra Way Milpitas, CA 95035 |
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Tax Deferral Strategies |
San Jose, CA 95128 |
|
40826xxxx5 |
car*@d*******.com |
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5 |
7 |
267 |
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266 |
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Wealthstone Asset Management Group of Raymond James |
5448 Thornwood Dr Suite 102, San Jose, CA 95123 |
|
40888xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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Wealth Architects |
800 W El Camino Real Ste 201, Mountain View, CA 94040 |
|
65032xxxx4 |
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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 Floor, San Jose, CA 95113 |
|
40828xxxx0 |
3d@l****.ml |
5 |
1 |
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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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Jarrett Brady, Financial Consultant |
1 Almaden Blvd Fl 10 San Jose, CA 95113 |
|
40828xxxx0 |
hos*******@w*********.com |
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Morgan Stanley |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40835xxxx8 |
acm***********@m************.com |
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Yoshihara Financial |
161 Jackson St Ste 210 San Jose, CA 95112 |
|
40828xxxx0 |
mic****@y*****************.com |
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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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Cypress Capital Group |
Palo Alto, CA 94301 |
|
65042xxxx3 |
ala*********@c**************.com |
|
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5 |
2 |
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177 |
|
176 |
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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 |
|
|
2.8 |
29 |
|
|
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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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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Fidelity Investments |
398 W El Camino Real Suite 102, Sunnyvale, CA 94087 |
|
80037xxxx3 |
a61****@f*******.com |
3.9 |
23 |
|
|
|
|
329246 |
|
353000 |
|
|
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Kao Wealth Management Inc |
4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129 |
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40848xxxx0 |
aar********@l**.com |
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20103 |
234 |
21000 |
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Glaze Capital |
4962 El Camino Real Ste 225, Los Altos, CA 94022 |
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65093xxxx0 |
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LSJ Wealth Management |
5201 Great America Pkwy # 350, Santa Clara, CA 95054 |
|
40837xxxx0 |
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5 |
1 |
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David Cooper - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
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40891xxxx0 |
dav***********@a***.com |
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161 |
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Edward Jones |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
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40837xxxx4 |
a.j*********@e**********.com |
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87358 |
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99000 |
5 |
5 |
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Budwal & Associates. |
329 Piercy Rd, San Jose, CA 95138 |
|
40897xxxx0 |
bud***@s***************.com |
5 |
2 |
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Wesley J Miller - Edward Jones |
901 Campisi Way Ste 248 Campbell, CA 95008 |
|
40887xxxx0 |
a.j*********@e**********.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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King Wealth Planning |
2105 S Bascom Ave Ste 148 Campbell, CA 95008 |
|
40887xxxx9 |
cha****@k*********.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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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
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Modern Woodmen |
4010 Moorpark Ste 201 San Jose, CA 95117 |
|
40831xxxx8 |
aar**********@m*************.org |
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5 |
1 |
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33697 |
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33000 |
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Gary Sargenti - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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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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New Assets Investment Advisors LLC |
1525 McCarthy Blvd #1083, Milpitas, CA 95035 |
|
40852xxxx8 |
kyg*****@w******************.com |
5 |
2 |
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271 State Street |
170 State St, Los Altos, CA 94022 |
|
65094xxxx9 |
inf*@s****************.com |
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Umpqua Bank |
289 S San Antonio Rd, Los Altos, CA 94022 |
|
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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Robert Cleland & Todd Armer |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx8 |
ant*******@a***.com |
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132680 |
|
134000 |
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Morgan Stanley |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx2 |
acc**********@m************.com |
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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 |
|
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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Quality Returns |
1435 Koll Cir Ste 106 San Jose, CA 95109 |
|
40849xxxx7 |
l.j******@q*************.net |
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3.3 |
4 |
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15289 |
|
16000 |
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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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Katco Financial Services |
Sunnyvale, CA 94085 |
|
40872xxxx0 |
inf*@s*****************.de |
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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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Grassi Investment Management |
2350 Mission College Blvd #190, Santa Clara, CA 95054 |
|
65093xxxx0 |
buz**@g***********.com |
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Tes Asset Management Group |
705 Tully Rd, San Jose, CA 95111 |
|
40829xxxx2 |
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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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Saratoga Research & Investment |
14471 Big Basin Way Ste E, Saratoga, CA 95070 |
|
40874xxxx0 |
ada*@s**********.com |
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A Life Well Spent |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx7 |
joh*@a*************.net |
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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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Gerdts Investment Group of Raymond James |
150 S Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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17482 |
|
18000 |
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Orchard Commercial Inc |
2055 Laurelwood Rd, Santa Clara, CA 95054 |
|
40892xxxx0 |
amu***@o****************.com |
3 |
2 |
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|
Joshua Miller - Ameriprise Financial Advisor |
50 W San Fernando St Ste 900 San Jose, CA 95113 |
|
40891xxxx0 |
cat*************@a***.com |
|
|
5 |
1 |
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Smart Wealth Strategies |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
40840xxxx0 |
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Spiros Kabitsis - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
|
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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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Firsthand Capital Management |
150 Almaden Blvd Ste 1250, San Jose, CA 95113 |
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40888xxxx6 |
huy**@f*************.com |
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Werba Rubin Papier | WRP Wealth |
1732 N First St St #220, San Jose, CA 95112 |
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40854xxxx3 |
aar**@w********.com |
5 |
2 |
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Wade Financial Advisory |
3274, 2105 S Bascom Ave #110, Campbell, CA 95008 |
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40836xxxx9 |
adm**@w*****.com |
5 |
1 |
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9 |
4 |
13 |
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Principal Investment |
San Jose, CA 95125 |
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40831xxxx7 |
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1 |
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Global Bancorp |
700 E El Camino Real Mountain View, CA 94040 |
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65081xxxx0 |
ali******@b****************.com |
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Will Yang - IntoWealth |
1551 Mccarthy Blvd Ste 105 Milpitas, CA 95035 |
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40858xxxx9 |
gov*********@i*********.com |
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Gibraltar Investment Corp |
4546 El Camino Real, Los Altos, CA 94022 |
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65094xxxx0 |
ef@g*******.com |
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JR Financial & Insurance Services |
2005 De La Cruz Blvd # 120, Santa Clara, CA 95050 |
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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 |
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40858xxxx0 |
aab***@k***.com |
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City National Bank |
301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086 |
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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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Sensiba |
101 Metro Dr Ste 160 San Jose, CA 95110 |
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40828xxxx0 |
aar**@s*****.com |
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461 |
51 |
475 |
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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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Voila Investment Corporation |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40897xxxx8 |
dav**@e***********.com |
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2 |
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3 |
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Rick DuPont |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65023xxxx0 |
add********@f************.com |
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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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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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Buckingham Wealth Partners |
10 S Almaden Blvd 15th Floor, San Jose, CA 95113 |
|
80036xxxx6 |
cde*@b**************.com |
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456 |
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485 |
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Eight Oaks Financial and Insurance Services |
101 Metro Dr Ste 550 San Jose, CA 95110 |
|
86653xxxx4 |
and*@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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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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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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Matrix Insurance Agency |
4655 Old Ironsides Dr, Santa Clara, CA 95054 |
|
40898xxxx6 |
cha**@m*******.com |
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Copper Beech Tree Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.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 |
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17 |
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Stifel |
550 S Winchester Blvd #500, San Jose, CA 95128 |
|
40898xxxx1 |
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4777 |
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5200 |
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Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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161 |
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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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Life Organizers |
19925 Stevens Creek Blvd Cupertino, CA 95014 |
|
40897xxxx7 |
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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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Khoa Le & Kim Nguyen |
111 N Market St San Jose, CA 95113 |
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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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Santikul, Clifton |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
wms**********@r**.com |
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14774 |
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16000 |
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Western M&A Advisory |
51 E Campbell Ave #400g, Campbell, CA 95008 |
|
65027xxxx7 |
rob@m*****************.com |
5 |
11 |
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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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Enterprise Trust & Investment |
15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032 |
|
40835xxxx1 |
ent*******@e***************.com |
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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 |
|
40887xxxx9 |
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Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Cefcu |
171 Branham Ln Ste 12, San Jose, CA 95136 |
|
40854xxxx0 |
aal**************@c****.com |
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Winchester Development Group Co Borelli |
1245 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx9 |
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Ameriprise Financial Advisors |
3945 Freedom Cir Ste 460 Santa Clara, CA 95054 |
|
40833xxxx0 |
ame****************@e*.ameriprise |
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Umpqua Bank |
225 W Santa Clara St Ste 150, San Jose, CA 95113 |
|
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 |
|
40887xxxx1 |
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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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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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Pruneyard Financial Group |
51 East Campbell Ave Ste 140 Campbell, CA 95008 |
|
40837xxxx4 |
hel**@r**********.com |
|
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5 |
4 |
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Fidelity Investments |
398 W El Camino Real Sunnyvale, CA 94087 |
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40873xxxx0 |
a61****@f*******.com |
3.7 |
26 |
2.6 |
32 |
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319987 |
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Mills Property & Investment Management |
881 Park Ave, San Jose, CA 95126 |
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40856xxxx5 |
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3 P Equity Partners, Llc |
3031 Tisch Way Ste 130, San Jose, CA 95128 |
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40898xxxx0 |
inf*@3*******.com |
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5 |
1 |
Plenaris Advisory |
950 S Bascom Ave San Jose, CA 95128 |
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40829xxxx8 |
ple*************@g****.com |
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Stephanie Atalla - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
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5 |
2 |
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16 |
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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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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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Vander Zwaag Financial, Inc. |
3880 S Bascom Ave #210, San Jose, CA 95124 |
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40854xxxx0 |
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Ingram & Associates Inc. |
665 Belden Ct, Los Altos, CA 94022 |
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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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The Noesis Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
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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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Livia Argano Fiduciary |
1165 Lincoln Ave, Ste 330 San Jose, CA 95125 |
|
40880xxxx9 |
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3.7 |
3 |
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Rockpoint Capital |
419 S San Antonio Rd, Los Altos, CA 94022 |
|
65055xxxx0 |
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LPL Financial - Blackmont Wealth Management Group |
99 S Almaden Blvd Ste 600 San Jose, CA 95113 |
|
66923xxxx0 |
aar********@l**.com |
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5 |
1 |
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Coeus Financial |
111 N Market St Ste 300 San Jose, CA 95113 |
|
40841xxxx5 |
bpl*****@c*************.com |
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178 |
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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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Thomas Woodell - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx6 |
dns*****@a***.com |
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Cec Capital Management |
2635 N 1st St, San Jose, CA 95134 |
|
40843xxxx5 |
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ePlanet Capital Advisors US, Inc |
99 Almaden Blvd, San Jose, CA 95113 |
|
40823xxxx0 |
aat*****@e*************.com |
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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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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 |
|
100000 |
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Gold Quest Investment |
333 W Maude Ave Ste 103, Sunnyvale, CA 94085 |
|
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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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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Edward Jones |
16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032 |
|
40835xxxx8 |
a.j*********@e**********.com |
|
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87631 |
|
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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Park Plaza Investment Company |
111 W Saint John St San Jose, CA 95113 |
|
40828xxxx0 |
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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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Sunhill Investments |
San Jose, CA 95101 |
|
40825xxxx6 |
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5 |
1 |
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Yintai Investment Company |
2001 Gateway Pl, San Jose, CA 95110 |
|
40856xxxx3 |
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Private Wealth Financial Partners |
2105 S Bascom Ave #300, Campbell, CA 95008 |
|
40887xxxx7 |
pwf********@l**.com |
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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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Jim Galindo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.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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Pesta & Pesta Wealth Management |
20370 Town Center Ln Suite 254, Cupertino, CA 95014 |
|
40822xxxx0 |
oli***@p************.com |
5 |
9 |
|
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|
Justin Parkhurst - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
41544xxxx0 |
rbc*********@r**.com |
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Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
|
92527xxxx0 |
aar**@s*****.com |
|
|
1.7 |
7 |
|
|
461 |
51 |
474 |
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Chan CPA & Company |
1885 S Winchester Blvd Ste 200 Campbell, CA 95008 |
|
40835xxxx1 |
bon***@c******.com |
|
|
4.3 |
13 |
|
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|
92 |
|
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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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Akimax Property Management |
1694 Tully Rd, San Jose, CA 95122 |
|
40875xxxx0 |
adr*********@a*****.net |
2.3 |
3 |
|
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|
Scundi Investment Management, LLC |
19925 Stevens Creek Blvd #100, Cupertino, CA 95014 |
|
40897xxxx8 |
ebe*@e*******.com |
|
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|
Merrill Lynch Wealth Management |
560 S Winchester Blvd San Jose, CA 95128 |
|
40826xxxx1 |
bri*************@m*.com |
2 |
1 |
|
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RMK Scale Ventures |
2330 Cabrillo Ave, Santa Clara, CA 95050 |
|
40851xxxx4 |
app**@r****.com |
|
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Bradley Noval - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx9 |
bno***@a***.com |
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Firsthand Capital Management |
150 S Almaden Blvd, San Jose, CA 95113 |
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40829xxxx0 |
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1 |
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Edward Jones - Financial Advisor: Tom Coombs |
1625 The Alameda, Ste 601, San Jose, CA 95126 |
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40829xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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Dimitar Kotov - Ameriprise Financial Services |
1999 S Bascom Ave Ste 1060 Campbell, CA 95008 |
|
40887xxxx7 |
dim************@a***.com |
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1.7 |
11 |
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Arlington Land & Investmen T Co. Inc. |
PO Box 1237, San Jose, CA 95108 |
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40827xxxx5 |
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Don Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx8 |
don****@r**.com |
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Giordano Wealth Management Group |
644 N Santa Cruz Ave, Los Gatos, CA 95030 |
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40835xxxx4 |
all****@t******.com |
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5382 |
47 |
5500 |
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Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
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40896xxxx7 |
del***@s***************.com |
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Carlton Pace - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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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 |
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40858xxxx0 |
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Lucie Honosutomo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
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14763 |
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16000 |
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Odus & Associates LLC. R.E Investment & Management |
2787 Moorpark Ave, San Jose, CA 95128 |
|
40888xxxx4 |
cus************@n***********.com |
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Willow Glen Rentals |
San Jose, CA 95150 |
|
40825xxxx8 |
app**@w****************.net |
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Homi Vacation Rentals |
2010 El Camino Real #1390, Santa Clara, CA 95050 |
|
40859xxxx9 |
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Concentrum Wealth Management |
353 Piercy Rd, San Jose, CA 95138 |
|
40884xxxx0 |
gle********@c***************.com |
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153 |
3 |
146 |
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Honosutomo, Lucie |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx4 |
rbc*********@r**.com |
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14775 |
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16000 |
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Ted Moorhead - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx8 |
ted*********@r**.com |
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Alpha Cubed Investments, LLC |
100 Century Center Ct King, San Jose, CA 95112 |
|
87772xxxx9 |
alp**@a********************.com |
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Vertex Wealth Management |
640 W California Ave Ste 210 Sunnyvale, CA 94086 |
|
40876xxxx4 |
mer**************@l**.com |
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Investy Financial Services |
919 Story Rd #1200, San Jose, CA 95122 |
|
40885xxxx8 |
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5 |
20 |
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NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
aaz***********@s******.facebook |
1 |
2 |
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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 |
|
65032xxxx0 |
aad*****@t*.com |
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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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Flournoy Wealth Management |
1165 Lincoln Ave Ste 330 San Jose, CA 95125 |
|
40827xxxx0 |
pam*********@l**.com |
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Milpitas Boulevard Ventures |
691 S Milpitas Blvd, Milpitas, CA 95035 |
|
40895xxxx5 |
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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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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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EBMC- Eugene Burger Management Corporation |
Commerce Plaza, 900 Lafayette St Suite 201-4, Santa Clara, CA 95050 |
|
40888xxxx3 |
adm**@e***.com |
1 |
1 |
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Clive Pollard - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.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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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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Silicon Valley Investment Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx1 |
abc***@u**.com |
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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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Caprock |
1100 Lincoln Ave #353, San Jose, CA 95125 |
|
40862xxxx3 |
adm**@c******.com |
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Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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355 |
19 |
357 |
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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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Global Wealth Partners |
1764 The Alameda, San Jose, CA 95126 |
|
40823xxxx0 |
ama****@g**********************.com |
5 |
1 |
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Hilary Hendershott Wealth Management |
1922 The Alameda, San Jose, CA 95126 |
|
40876xxxx5 |
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Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC |
3130 De La Cruz Blvd #128, Santa Clara, CA 95054 |
|
40821xxxx5 |
dns*****@a***.com |
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Heart of the Valley Wealth Advisors - Thrivent |
2021 The Alameda STE 140, San Jose, CA 95126 |
|
40821xxxx4 |
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Platinum Retirement Solutions |
1101 South Winchester Blvd Ste A-109 San Jose, CA 95128 |
|
40824xxxx7 |
inf*@p**************************.com |
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3 |
2 |
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2 |
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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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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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Wealth Management |
75 E Santa Clara St Ste 450 San Jose, CA 95113 |
|
40829xxxx7 |
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Tellus |
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abu*****@t********.com |
4.6 |
9 |
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Bay Street Capital Holdings |
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51085xxxx1 |
hxx*****@b***********************.com |
5 |
27 |
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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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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 |
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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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InvestCraft Advisors |
Campbell, CA 95070 |
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40856xxxx1 |
73c*************************************@w*****************.com |
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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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Financial Journey Partners |
101 Metro Dr Ste 264 San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
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5 |
2 |
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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 |
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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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SRE Asset Management, Inc |
812 Pollard Rd UNIT 7, Los Gatos, CA 95032 |
|
40888xxxx0 |
*re*@s*********.com |
4.9 |
16 |
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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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Jorge Zegarra - REALTOR |
2110 Story Rd, San Jose, CA 95122 |
|
40883xxxx1 |
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International Leadership Development |
2221 Oakland Rd San Jose, CA 95131 |
|
40871xxxx2 |
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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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Hsiao Judith & Associates |
2077 Gold, San Jose, CA 95101 |
|
40826xxxx8 |
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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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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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Brereton & Co |
1075 N 10th St Ste 110 San Jose, CA 95112 |
|
40893xxxx5 |
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Foss Financial Services |
San Jose, CA 95125 |
|
40869xxxx8 |
dan@f********************.com |
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3 |
2 |
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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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Silicon Valley Capital Partners |
1731 Technology Dr #810, San Jose, CA 95110 |
|
40823xxxx0 |
chr**@s***.com |
5 |
1 |
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Parkhurst, Justin |
99 Almaden Blvd, San Jose, CA 95113 |
|
41544xxxx0 |
rbc*********@r**.com |
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Vasona Financial Group |
16615 Lark Ave Ste 200, Los Gatos, CA 95032 |
|
40835xxxx0 |
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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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Craig Curtis Uffelman - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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S4 Capital |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40823xxxx0 |
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11 |
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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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Tnp Capital Management Inc |
894 Shirley Ave, Sunnyvale, CA 94086 |
|
40873xxxx5 |
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Northwestern Mutual Financial Network |
60 S Market St Ste 600 San Jose, CA 95113 |
|
40827xxxx0 |
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Fornine Investment Co |
2377 Senter Rd, San Jose, CA 95112 |
|
40829xxxx5 |
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Edward Jones - Financial Advisor: Robert W Diaz |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
|
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 Ste 135, Cupertino, CA 95014 |
|
40897xxxx9 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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Otto Marisa Investmt Rep |
1625 The Alameda San Jose, CA 95126 |
|
40829xxxx8 |
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Yoshihara Financial Group |
161 Jackson St # 210, San Jose, CA 95112 |
|
40828xxxx0 |
mic****@y*****************.com |
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Dcompr |
19925 Stevens Creek Blvd Cupertino, CA 95014 |
|
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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Southwest Expressway Investors |
1540 Southwest Expy, San Jose, CA 95126 |
|
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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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 |
|
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 |
|
333 |
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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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Ameriprise Financial Advisors |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40828xxxx0 |
bri*********@a***.com |
|
|
3 |
2 |
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Wilson Investment Properties |
14435C Big Basin Wy #240, Saratoga, CA 95070 |
|
40886xxxx7 |
inf*@t******************.com |
2.5 |
2 |
|
|
5 |
32 |
507 |
2 |
526 |
|
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Ameriprise Financial Advisors |
51 E Campbell Ave Campbell, CA 95008 |
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40837xxxx0 |
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5 |
1 |
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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 |
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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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WriteBusinessCapital |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
40897xxxx3 |
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CONCERT Global Group LTD |
1900 The Alameda Fl 3 San Jose, CA 95126 |
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40885xxxx0 |
a@c************.com |
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Morgan Stanley Wealth Management |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx4 |
acm***********@m************.com |
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Into Wealth Inc |
2077 Gold St, Alviso, CA 95002 |
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40826xxxx8 |
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All WealthCare Financial and Insurance Services |
San Jose, CA 95129 |
|
41599xxxx1 |
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Ucb Investment Services |
1715 Lundy Ave San Jose, CA 95131 |
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40844xxxx8 |
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Global Portfolio Dimensions |
900 E Hamilton Ave Ste 100 Campbell, CA 95008 |
|
40842xxxx4 |
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VentureTech Alliance |
2851 Junction Ave #101, San Jose, CA 95134 |
|
88636xxxxx0 |
cch**@v*********.com |
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Wealth Cairn |
910 E Hamilton Ave Ste 350 Campbell, CA 95008 |
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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 |
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18000 |
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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 |
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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 |
ej.********@s*****.com |
3.7 |
15 |
3.2 |
18 |
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California Development Regional Center |
San Jose, CA 95123 |
|
40828xxxx8 |
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Charles Schwab |
30 S First St Campbell, CA 95008 |
|
40834xxxx0 |
app*******************@s*****.com |
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3.2 |
23 |
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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 |
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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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Sackett Brooks C Cfp Cima Chief Capital Management. |
1581 Camino Monde San Jose, CA 95125 |
|
40897xxxx3 |
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Heckman Financial & Insurance Services Inc-HFIS |
333 W Santa Clara St 6th Floor, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
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100 |
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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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Casey Galdieri - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
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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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Solutions Wealth Management |
1777 Hamilton Ave #1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
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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 |
|
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 |
|
6 |
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16 |
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20 |
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Intel Corp |
2200 Mission College Blvd, Santa Clara, CA 95054 |
|
40876xxxx0 |
aar************@i****.com |
4.6 |
224 |
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Leeward Financial & Insurance Services |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
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 |
|
55 |
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|
Zell Associates Inc. - Property Management |
1777 Hamilton Ave Ste 1250, San Jose, CA 95125 |
|
40897xxxx0 |
alf***@z***.com |
3.1 |
19 |
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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 |
|
100000 |
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David Farkouh - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx2 |
arn**********@a***.com |
|
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3 |
2 |
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|
98 |
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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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|
Allied Brokers |
Pleasanton, CA 94566 |
|
92533xxxx0 |
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5 |
2 |
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|
A.A.A. FOREX |
Serving theSanta Clara Area |
|
40894xxxx7 |
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Pesta & Pesta Wealth Management |
20370 Town Center Ln Cupertino, CA 95014 |
|
40822xxxx0 |
oli***@p************.com |
|
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|
Wealth Strategies Group |
225 W Santa Clara St Ste 1450 San Jose, CA 95113 |
|
51057xxxx8 |
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|
Misawa/St. Claire- Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.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 |
|
|
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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|
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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|
Heckman Financial & Insurance Services |
333 W Santa Clara St Ste 604 San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
5 |
2 |
|
|
|
100 |
|
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Daly Ellen Real Estate Investor |
Sunnyvale, CA 94085 |
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40872xxxx0 |
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Vestnomics Wealth Management, Llc |
65 W Hamilton Ave Ste 4, Campbell, CA 95008 |
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40833xxxx0 |
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John Plaza |
835 Blossom Hill Rd Ste 220, San Jose, CA 95123 |
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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 |
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40898xxxx4 |
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Financial Mastery Group |
675 North First St Ste 1240 San Jose, CA 95112 |
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40888xxxx0 |
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Oakhurst Financial |
1059 Fremont Ave, Los Altos, CA 94024 |
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40821xxxx3 |
jer**@o****************.com |
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5 |
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American Century Investments |
1665 Charleston Rd, Mountain View, CA 94043 |
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65096xxxx0 |
aan*********@a**************.com |
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8341 |
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8500 |
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Symons R Kenneth Certified Financial Planner |
659 Mccarty Ave, Mountain View, CA 94041 |
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65096xxxx7 |
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Eva Prasad |
2221 Oakland Rd Ste 100 San Jose, CA 95131 |
|
40860xxxx4 |
ont**********@h************.com |
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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 |
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51062xxxx8 |
doe**@f**********.com |
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7 |
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Matzger James A |
401 Alberto Way Ste 3, Los Gatos, CA 95032 |
|
40839xxxx0 |
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Citi Personal Wealth Management |
2189 Quimby Rd, San Jose, CA 95122 |
|
40853xxxx5 |
aar**********@c********.com |
3.2 |
25 |
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City National Bank |
1 Almaden Blvd Ste 100 San Jose, CA 95113 |
|
40839xxxx0 |
aba*******@n*******.cnb |
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3.7 |
3 |
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Menlo Equities |
2901 Tasman Dr # 220, Santa Clara, CA 95054 |
|
40856xxxx0 |
a****@m************.com |
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Invesmart |
55 Almaden Blvd San Jose, CA 95113 |
|
40896xxxx0 |
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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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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 |
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99000 |
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Grassi Investment Management |
2350 Mission College Blvd, Santa Clara, CA 95054 |
|
65093xxxx0 |
buz**@g***********.com |
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By The Bay Investments No 7741 |
655 Coleman Ave San Jose, CA 95110 |
|
40829xxxx0 |
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Von Baron Wealth Management |
174 N 14th St, San Jose, CA 95112 |
|
40888xxxx0 |
inf*@v*********.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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Clifton Santikul - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
wms**********@r**.com |
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14763 |
|
16000 |
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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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Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® |
339 S San Antonio Rd Ste 1, Los Altos, CA 94022 |
|
65094xxxx6 |
a.j*********@e**********.com |
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87630 |
|
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 |
|
40853xxxx0 |
and***********@p********.com |
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2 |
3 |
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96 |
4 |
103 |
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Fidelity Investments |
4160 N First St, San Jose, CA 95134 |
|
80054xxxx9 |
a61****@f*******.com |
2.9 |
22 |
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329246 |
|
353000 |
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Jing Chien - Ameriprise Financial Services |
1999 S Bascom Ave Ste 470 Campbell, CA 95008 |
|
40837xxxx0 |
cor***********@a***.com |
|
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5 |
1 |
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ELIM Investment Company |
1765 Scott Blvd Suite 201, Santa Clara, CA 95050 |
|
40878xxxx1 |
che*************@g****.com |
5 |
5 |
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11 |
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Fidelity Investments |
4160 N 1st St San Jose, CA 95134 |
|
80054xxxx9 |
a61****@f*******.com |
|
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2.2 |
14 |
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Silicon Valley Financial Group |
950 S Bascom Ave, San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
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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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Shawn Okumura, CFP CMFC |
1100 Lincoln Ave Ste 240 Transitions Wealth Advisors San Jose, CA 95125 |
|
40835xxxx2 |
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5 |
1 |
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Dongding Investment Co |
47697 Westinghouse Dr, Fremont, CA 94539 |
|
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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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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The Pacific Coast Aspire Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
|
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New Assets Investment Advisors LLC |
1525 Mccarthy Blvd, Milpitas, CA 95035 |
|
40852xxxx8 |
kyg*****@w******************.com |
5 |
2 |
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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 #503, Santa Clara, CA 95050 |
|
40824xxxx1 |
a.j*********@e**********.com |
5 |
3 |
|
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|
87601 |
|
100000 |
|
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Sar Capital Management LLC |
5201 Great America Pkwy Suite 320, Santa Clara, CA 95054 |
|
35267xxxx4 |
|
5 |
1 |
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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 |
|
40 |
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The Family Wealth Consulting Group |
1541 The Alameda, San Jose, CA 95126 |
|
40845xxxx0 |
|
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Pacific Investment Research |
19925 Stevens Creek Blvd Suite 100 Cupertino, CA 95014 |
|
40821xxxx8 |
chi**@p************************.com |
|
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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 |
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40898xxxx9 |
miw********@g****.com |
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5 |
1 |
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First Street Wealth Advisors |
2635 N First St #230, San Jose, CA 95134 |
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66934xxxx8 |
aic******@f*******.com |
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295944 |
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13 |
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Williams Howie And Associates A Branch Of American Express |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
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40826xxxx3 |
aar**@a**************.com |
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920868 |
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79 |
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Edward Jones - Financial Advisor: Rafe Ann Du Bois |
1309 S Mary Ave Ste 204 Sunnyvale, CA 94087 |
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40874xxxx0 |
a.j*********@e**********.com |
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Morgan Stanley Wealth Management |
650 Castro St, Mountain View, CA 94041 |
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65031xxxx0 |
acm***********@m************.com |
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Altos Financial Planning Associates |
4100 Moorpark Ave, San Jose, CA 95117 |
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40824xxxx1 |
alt*******@e********.net |
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SV San Jose Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx0 |
acm***********@m************.com |
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JPG Wealth Solutions Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx5 |
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Financial Engines |
1050 Enterprise Way, Sunnyvale, CA 94089 |
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40849xxxx0 |
aau******@f***************.com |
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Jose Gil III-Lepera |
695 N First St San Jose, CA 95112 |
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91654xxxx5 |
dns******@a*******.com |
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Edward Jones - Financial Advisor: Linh B Thai |
298 S Sunnyvale Ave, Sunnyvale, CA 94086 |
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40873xxxx2 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Sevimli Capital |
1055 E Brokaw Rd #30, San Jose, CA 95131 |
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40830xxxx0 |
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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 |
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167 |
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Silicon Valley Quantitative |
5615 Brookhurst Ct, San Jose, CA 95129 |
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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 |
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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 |
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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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Kennsei Trading |
83 Metro Dr Silicon Valley, CA 95110 |
|
40863xxxx3 |
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Bisceglia Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc*******@u**.com |
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Silphy Ou - Prudential Financial |
1731 Technology Dr Ste 600, San Jose, Ca 95110 |
|
40875xxxx5 |
aar*******************@p*********.com |
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UBS Financial Services Inc |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx0 |
aar*******@u**.com |
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229697 |
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242000 |
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Michael Adiutori - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx1 |
dns*****@a***.com |
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Nicholson Co |
4100 Moorpark Ave, San Jose, CA 95117 |
|
40837xxxx4 |
bob*@t*************.com |
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First Investors |
2025 Gateway Pl San Jose, CA 95110 |
|
40845xxxx0 |
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Authentikos Advisory |
1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037 |
|
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 |
|
40891xxxx0 |
dns*****@a***.com |
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Charles Fels - Ameriprise Financial Advisor |
50 W San Fernando St Ste 900 San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Nova Partners |
185 Moffett Blvd, Mountain View, CA 94043 |
|
65069xxxx0 |
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Brian Ruiz Insurance |
4010 Moorpark Ave Ste 209 San Jose, CA 95117 |
|
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 |
|
40835xxxx6 |
a.j*********@e**********.com |
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132 |
8 |
135 |
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Evla Hills Equity Services |
495 N Whisman Rd, Mountain View, CA 94043 |
|
65062xxxx9 |
don*******@e********.com |
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Cali Financial Management |
1979 Cabana Dr, San Jose, CA 95125 |
|
40834xxxx1 |
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Solutions Wealth Management |
1777 Hamilton Ave, San Jose, CA 95125 |
|
40837xxxx3 |
jon**********@l**.com |
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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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Jason Styczynski - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx0 |
cor***********@a***.com |
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106 |
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Pgr Solutions |
1925 Winchester Blvd Campbell, CA 95008 |
|
40887xxxx0 |
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Edward Jones |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
|
40874xxxx0 |
a.j*********@e**********.com |
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83 |
|
82 |
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Global Capital Wealth Management |
99 Almaden Blvd Ste 600, San Jose, CA 95113 |
|
40827xxxx7 |
maz***@g*****.com |
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Grassi Investment Management |
1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043 |
|
65093xxxx0 |
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NRI Wealth |
5201 Great America Pkwy # 350, Santa Clara, CA 95054 |
|
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 |
|
40825xxxx0 |
ang*******@f*******************.com |
4.9 |
14 |
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5 |
2 |
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California Investment Co. |
1438 Royal Ann Ct, San Jose, CA 95129 |
|
40825xxxx7 |
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Ron Chapman - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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12803 |
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Cypress Capital Group |
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65042xxxx3 |
ala*********@c**************.com |
4.8 |
5 |
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Rockefeller Capital Management |
2570 W El Camino Real #600, Mountain View, CA 94040 |
|
65055xxxx0 |
abc****@r*****.com |
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Clarity Wealth Advisors |
2160 The Alameda, San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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Windsor Securities |
1999 S Bascom Ave Campbell, CA 95008 |
|
40887xxxx8 |
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Edward Jones |
21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014 |
|
40897xxxx9 |
a.j*********@e**********.com |
|
|
1 |
2 |
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Team ATAP |
Milpitas, CA 95035 |
|
40437xxxx5 |
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Davalos Financial Advisors of Raymond James |
333 W San Carlos St # 1650, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
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W & B Investments |
43801 Mission Blvd Ste 201, Fremont, CA 94539 |
|
51040xxxx1 |
dea*@w************.net |
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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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Erik Nelson Financial Advisor |
685 Coleman Ave Ste 10 San Jose, CA 95110 |
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40866xxxx7 |
ami**************@w*****************.com |
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Edward Jones - Financial Advisor: Sy Nguyen |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
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40837xxxx4 |
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National Association of Insurance & Financial Advisors of Silico |
1585 The Alameda San Jose, CA 95126 |
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40827xxxx0 |
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Stonecrest Financial |
4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051 |
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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 |
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40833xxxx0 |
cor***********@a***.com |
4.3 |
3 |
5 |
1 |
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