| Trivest Capital Management |
3525 Los Pinos Dr Santa Barbara, CA 93105 |
|
80556xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WestPac |
503 Bath St, Santa Barbara, CA 93101 |
|
80589xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
118 E Carrillo St Santa Barbara, CA 93101 |
|
80596xxxx5 |
erp******@m**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R J L Capital Management |
812 Anacapa St, Santa Barbara, CA 93101 |
|
80596xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Investment Capital |
2220 Santiago Rd Santa Barbara, CA 93103 |
|
80596xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christopher J Luxford |
3010 De La Vina St, Santa Barbara, CA 93105 |
|
80556xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corner Capital Partners |
10 E Figueroa Santa Barbara, CA 93101 |
|
80596xxxx0 |
and*******@c********************.com |
|
|
|
|
5 |
6 |
|
|
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steve Lyons |
1405 Ocean Meadow Pl, Santa Barbara, CA 93108 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vito Gioiello |
1200 State St, Santa Barbara, CA 93101 |
|
80587xxxx8 |
aos*****@f************.com |
|
|
|
|
|
|
90645 |
|
116000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Predictive Financial Services |
222 E Carrillo St, Santa Barbara, CA 93101 |
|
80041xxxx6 |
aar*****@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Abundant Wealth Partners |
Santa Barbara, CA 93111 |
|
80545xxxx1 |
aar**@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athens Capital Management |
812 Presidio Ave, Santa Barbara, CA 93101 |
|
80556xxxx0 |
bco***@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James & Associates |
1216 State St # 500, Santa Barbara, CA 93101 |
|
85560xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greenwich Investors XI Ll |
559 San Ysidro Rd, Santa Barbara, CA 93108 |
|
80596xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors |
30 W Mission St Ste 7 Santa Barbara, CA 93101 |
|
80584xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Granite Peak Partners |
133 W De La Guerra St Santa Barbara, CA 93101 |
|
|
bru*********@g******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Derek L Pacheco |
2020 Alameda Padre Serra Ste 200 Santa Barbara, CA 93103 |
|
80573xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 805 Property Management |
PO Box 838, Summerland, CA 93067 |
|
80584xxxx8 |
jus***@8********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brady Wealth Management |
7 East Mission St Ste A Santa Barbara, CA 93101 |
|
80584xxxx7 |
bra**********************@d*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 805-323-4100 – Real Estate Investment & Management |
411 E Canon Perdido St, Santa Barbara, CA 93101 |
|
80532xxxx0 |
mgm*@r*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montecito Capital Management |
225 E Carrillo St Ste 203 Santa Barbara, CA 93101 |
|
80596xxxx5 |
con******@m**********.com |
|
|
5 |
1 |
|
|
453 |
2 |
452 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Capital Property Management |
315 Meigs Rd, Santa Barbara, CA 93109 |
|
80573xxxx2 |
inf*@s****************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freestone Capital |
801 Garden St, Santa Barbara, CA 93101 |
|
80596xxxx9 |
a@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bourke Wealth Management |
1032 Santa Barbara St, Santa Barbara, CA 93101 |
|
80596xxxx2 |
oli***@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Country Financial |
1727 State St, Santa Barbara, CA 93101 |
|
80556xxxx0 |
aar********@c***************.com |
|
|
|
|
|
|
170778 |
|
163000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Pointe Advisors |
1165 Coast Village Rd Suite L, Montecito, CA 93108 |
|
80533xxxx8 |
aba*****@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rhame & Gorrell Wealth Management Santa Barbara |
7 W Figueroa St #300, Santa Barbara, CA 93101 |
|
80531xxxx5 |
bre******@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacificor |
740 State St Ste 202, Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sycamore Wealth Management - UBS Financial Services Inc. |
222 E Carrillo St Ste 106, Santa Barbara, CA 93101 |
|
80573xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Spitz - Ameriprise Financial Advisor |
411 E Canon Perdido St Ste 1 Santa Barbara, CA 93101 |
|
80556xxxx7 |
and***********@a***.com |
|
|
|
|
|
|
|
|
100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manchester Capital Management LLC |
1157 Coast Village Rd suite a, Santa Barbara, CA 93108 |
|
80596xxxx0 |
aam**@m*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Walnut Street Securities |
3868 State St Ste 201 Santa Barbara, CA 93105 |
|
80568xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| imer Group |
109 E De La Guerra St Santa Barbara, CA 93101 |
|
80588xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Capital Management |
115 S La Cumbre Ln Santa Barbara, CA 93105 |
|
80568xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Irene Kelly |
1230 Coast Village Cir Ste A Santa Barbara, CA 93108 |
|
80556xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87606 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual Financial |
1399 Greenworth Pl, Santa Barbara, CA 93108 |
|
88845xxxx2 |
a.-***********@n*****************.com |
|
|
|
|
|
|
107339 |
16204 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| West Coast Asset Management |
1205 Coast Village Rd Santa Barbara, CA 93108 |
|
80565xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Demboski & Chapman |
200 E Carrillo St, Santa Barbara, CA 93101 |
|
80568xxxx8 |
aud******@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Investment Company |
1280 Coast Village Cir STE A, Santa Barbara, CA 93108 |
|
80596xxxx0 |
adm******@s****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Filippini Wealth Management, Inc. |
319 E Carrillo St #201, Santa Barbara, CA 93101 |
|
80596xxxx0 |
5fc*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Balance Financial Management |
1117 State St, Santa Barbara, CA 93101 |
|
80596xxxx6 |
car****@b********.com |
|
|
|
|
4.4 |
8 |
36 |
|
40 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evergreen Capital |
735 State St, Santa Barbara, CA 93101 |
|
80556xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Castle Wealth Planning |
1105 Chapala St #4, Santa Barbara, CA 93101 |
|
80596xxxx0 |
con****@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors |
1801 E Cabrillo Blvd, Santa Barbara, CA 93108 |
|
80556xxxx1 |
aar********@m*************.com |
|
|
|
|
|
|
2807 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kristin Wyman Horton, CFA - Haven Capital Group |
735 State St Ste 622 Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrity Wealth Management |
216 E Gutierrez St, Santa Barbara, CA 93101 |
|
80577xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Robert A Craig |
5656 Calle Real Goleta, CA 93117 |
|
80596xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
139 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
1111 Chapala St Ste 300, Santa Barbara, CA 93101 |
|
80588xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KNO Investments |
3905 State St Ste 9 Santa Barbara, CA 93105 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Demboski & Chapman Financial and Insurance Solutions, Inc. |
200 E Carrillo St #203, Santa Barbara, CA 93101 |
|
80568xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Sanders Investments |
2020 Alameda Padre Serra, Santa Barbara, CA 93103 |
|
80596xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
820 State St, Santa Barbara, CA 93101 |
|
80588xxxx0 |
abb****@s*****.com |
3 |
2 |
|
|
|
|
4778 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Riviera Private Wealth Services |
Santa Barbara, CA 93101 |
|
80572xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burrows/Tucker Wealth Management Group - UBS Financial Services Inc. |
222 E Carrillo St Ste 106, Santa Barbara, CA 93101 |
|
80573xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Impact Family Office |
1224 Coast Village Cir #11, Santa Barbara, CA 93108 |
|
80569xxxx4 |
kia*@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80596xxxx1 |
acc**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Management Wealth |
1014 Santa Barbara St, Santa Barbara, CA 93101 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Howard Jay Smith - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx5 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 15 Equity |
10 E Yanonali St Suite 109, Santa Barbara, CA 93101 |
|
80545xxxx6 |
sup****@1*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Deen Capital Management Inc |
PO Box 30925, Santa Barbara, CA 93130 |
|
80568xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McAvoy Patrick Ea Cfp |
16 W Mission St Ste K Santa Barbara, CA 93101 |
|
80568xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clough Investment |
1741 Prospect Ave, Santa Barbara, CA 93103 |
|
80556xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gregg Hackethal Invesment Counsel |
924 Anacapa St, Santa Barbara, CA 93101 |
|
80596xxxx2 |
gre**@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Kelt Group |
2050 Alameda Padre Serra Santa Barbara, CA 93103 |
|
80596xxxx0 |
joh*@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Asset Group |
1482 E Valley Rd Santa Barbara, CA 93108 |
|
80569xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrea Borgioli |
1200 State St, Santa Barbara, CA 93101 |
|
80556xxxx3 |
acc************@f************.com |
|
|
|
|
|
|
90645 |
|
116000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Baird |
313 San Ysidro Rd, Santa Barbara, CA 93108 |
|
80584xxxx9 |
aac*****@r******.com |
|
|
|
|
|
|
8170 |
959 |
8700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Omega Financial Group |
812 Anacapa St, Santa Barbara, CA 93101 |
|
80561xxxx3 |
dr-*****@o************.com |
|
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bennett James |
1482 E Valley Rd, Santa Barbara, CA 93108 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Johannsen & Associates |
5290 Overpass Rd Ste 208 Santa Barbara, CA 93111 |
|
80596xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Essex Capital Corporation |
1486 E Valley Rd, Santa Barbara, CA 93108 |
|
80556xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athenaeum Capitol Partners |
559 San Ysidro Rd Santa Barbara, CA 93108 |
|
80556xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
1111 Chapala St Fl 3 Santa Barbara, CA 93101 |
|
80588xxxx0 |
ach****@m************.com |
5 |
3 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| West Coast Financial |
1435 Anacapa St, Santa Barbara, CA 93101 |
|
80596xxxx1 |
aar**@w*****.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pay Junction |
1903 State St, Santa Barbara, CA 93101 |
|
80060xxxx0 |
a@p**********.com |
4.8 |
32 |
|
|
4.4 |
24 |
754 |
96 |
792 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4.5 |
42 |
| Athens Capital Management LLC |
812 Presidio Ave, Santa Barbara, CA 93102 |
|
80556xxxx0 |
bco***@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DANIEL INVESTMENT ASSOCIATES, LLC |
923 St Vincent Ave B, Santa Barbara, CA 93101 |
|
80584xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aqua Financial Center |
16501 Ventura Blvd Ste 400 Los Angeles, CA 91436 |
|
74723xxxx6 |
and***@a******************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Republic Bank |
1200 State St Santa Barbara, CA 93101 |
|
80556xxxx3 |
aa@f************.com |
5 |
9 |
5 |
9 |
|
|
931073 |
6638 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rebel Asset Recovery |
1008 W Ave M-14 Ste A Palmdale, CA 93551 |
|
84449xxxx9 |
con****@p*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Wealth Management |
3433 State St Ste C, Santa Barbara, CA 93105 |
|
80556xxxx9 |
cbl***@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
222 E Carrillo St #400, Santa Barbara, CA 93101 |
|
87764xxxx4 |
aar********@m*************.com |
5 |
3 |
|
|
|
|
2769 |
28 |
2800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors |
411 E Canon Perdido St Ste 1 Santa Barbara, CA 93101 |
|
80556xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Samantha F Anderson |
5320 Carpinteria Ave Ste J, Carpinteria, CA 93013 |
|
80568xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Santa Barbara Financial Advisor - Wayne A Hewitt |
113 W Mission St Ste A Santa Barbara, CA 93101 |
|
80556xxxx5 |
a.j*********@e**********.com |
|
|
1 |
1 |
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
206 E Anapamu St, Santa Barbara, CA 93101 |
|
80595xxxx0 |
abb****@s*****.com |
|
|
|
|
|
|
4778 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WMD Asset Management, LLC |
559 San Ysidro Rd, Santa Barbara, CA 93108 |
|
80596xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| IGRE Capital Holdings, LLC |
831 State St suite 280, Santa Barbara, CA 93101 |
|
80569xxxx9 |
inf*@i*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Investment Company |
1206 Coast Village Cir, Santa Barbara, CA 93108 |
|
80530xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Apartment Investment Specialists |
2 W Mission St, Santa Barbara, CA 93101 |
|
80568xxxx7 |
jos*@t**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tremblay Financial Services |
3902 State St Ste 101 Santa Barbara, CA 93105 |
|
80556xxxx2 |
ada*@t****************.com |
|
|
3 |
10 |
4 |
5 |
401 |
6 |
406 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Farmers and Merchants Trust Company |
1034 Santa Barbara St, Santa Barbara, CA 93101 |
|
80577xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Asset Group |
1482 E Valley Rd Ste 653, Santa Barbara, CA 93108 |
|
80095xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rincon Venture Partner Llc |
803 Chapala St, Santa Barbara, CA 93101 |
|
80596xxxx4 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trivest Capital Management Inc |
1580 San Roque Rd, Santa Barbara, CA 93105 |
|
80556xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Haven Capital Group Inc / Kristin Wyman Horton CFA |
735 State St, Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lucent Wealth Planning |
2920 De La Vina St, Santa Barbara, CA 93105 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
1192 Edward Pl, Goleta, CA 93117 |
|
80596xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Wealth Strategies Group |
4213 State St Ste 206, Santa Barbara, CA 93110 |
|
80596xxxx5 |
adm**@p***.net |
|
|
|
|
|
|
|
|
279 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beachside Partners, Inc. |
128 E Carrillo St suite b, Santa Barbara, CA 93101 |
|
80545xxxx7 |
joh*@b****************.com |
4.7 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Neunuebel Barrantes Wealth Management Group of Raymond James |
1216 State Street, Suite 500, Santa Barbara, CA 93101 |
|
80573xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Walstad Investment Counsel |
19 E Canon Perdido St, Santa Barbara, CA 93101 |
|
80596xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eisler Investment Co Inc |
1315 De La Vina St, Santa Barbara, CA 93101 |
|
80556xxxx4 |
eis*************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nuveen Investments |
925 De La Vina St, Santa Barbara, CA 93101 |
|
31291xxxx0 |
aar*************@n*****.com |
|
|
|
|
|
|
1816 |
|
2000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Timpe Wealth Management Group - Stifel |
206 E Anapamu St, Santa Barbara, CA 93101 |
|
80595xxxx8 |
|
|
|
|
|
|
|
4779 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Channel Wealth |
3700 State St # 240, Santa Barbara, CA 93105 |
|
80589xxxx3 |
max****@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Commercial Fund |
401 Chapala St STE 106, Santa Barbara, CA 93101 |
|
80526xxxx1 |
inf*@s**.fund |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Avanti Group |
1187 Coast Village Rd Suite 461, Santa Barbara, CA 93108 |
|
80561xxxx0 |
ala*@t***********.com |
|
|
|
|
|
|
|
|
145 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dp Investments |
2019 State St, Santa Barbara, CA 93101 |
|
80596xxxx5 |
use*@d*****.com |
3.1 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eckert Investment |
851 Camino Pescadero, Goleta, CA 93117 |
|
80568xxxx0 |
j-d**@c******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hamlin Stephen Cfp |
3887 State St Ste 204 Santa Barbara, CA 93105 |
|
80568xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Paskin Group |
735 State St #416, Santa Barbara, CA 93101 |
|
80596xxxx1 |
ama***@t*************.com |
2.8 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
735 State St, Santa Barbara, CA 93101 |
|
80556xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kauffman Wealth Management |
550 Periwinkle Ln, Santa Barbara, CA 93108 |
|
80596xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Daniel J De Meyer |
125 E De La Guerra St Ste 101 Santa Barbara, CA 93101 |
|
80556xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Independent Money Management |
827 State St Santa Barbara, CA 93101 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alliance Group |
5290 Overpass Rd Ste 122 Santa Barbara, CA 93111 |
|
80568xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Laguna Capital Management |
1225 Coast Village Rd, Santa Barbara, CA 93108 |
|
80596xxxx5 |
bob@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allen Wealth Management |
209 Por La Mar Cir Ste 209 Santa Barbara, CA 93103 |
|
80589xxxx0 |
cra**@c**********.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
1111 Coast Village Rd, Santa Barbara, CA 93108 |
|
80556xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors |
222 East Carrillo St Ste 400 Santa Barbara, CA 93101 |
|
87764xxxx4 |
aar********@m*************.com |
|
|
4.3 |
4 |
|
|
2837 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shalhoub Financial |
831 State St #200, Santa Barbara, CA 93101 |
|
80584xxxx8 |
mic****@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Braun Property Management |
5901 Encina Rd Ste C5 Goleta, CA 93117 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trichler Nelson B Cfp |
928 Garden St Ste 4 Santa Barbara, CA 93101 |
|
80596xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
1424 State St, Santa Barbara, CA 93101 |
|
80596xxxx2 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
3793 State St, Santa Barbara, CA 93105 |
|
80062xxxx3 |
a61****@f*******.com |
3.2 |
10 |
|
|
|
|
329254 |
|
353000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pensionmark Financial Group, LLC |
24 E Cota St STE 200, Santa Barbara, CA 93101 |
|
88820xxxx8 |
ale******@p**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bourke Wealth Management Certified Financial Planner |
222 E Canon Perdido St Ste 305, Santa Barbara, CA 93101 |
|
80596xxxx2 |
oli***@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fortelus Capital Management |
1470 E Valley Rd, Santa Barbara, CA 93108 |
|
80584xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Wealth Management |
15 W Carrillo St, Santa Barbara, CA 93101 |
|
80587xxxx0 |
bes***************@s**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miltonian Capital Management |
707 Anacapa St, Santa Barbara, CA 93101 |
|
80584xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth - Santa Barbara |
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101 |
|
80588xxxx0 |
ach****@m************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Debra A Galin - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx7 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hammer Capital Management |
800 Garden St Ste L Santa Barbara, CA 93101 |
|
80556xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trinity Capital Management |
1334 Anacapa St, Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marathon Investment Programs |
902 El Rancho Rd, Santa Barbara, CA 93108 |
|
80596xxxx6 |
joh*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Grade R E Income Fund |
831 State St Ste 280 Santa Barbara, CA 93101 |
|
80569xxxx9 |
inf*@i*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capella Partners, LLC |
1117 State St, Santa Barbara, CA 93101 |
|
|
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nuveen Investments |
925 De La Vina Street Floor 2 Santa Barbara, CA 93101 |
|
|
aar*************@n*****.com |
|
|
|
|
|
|
1816 |
|
2000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
1096 Coast Village Rd, Santa Barbara, CA 93108 |
|
80569xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Presidio Financial Advisors |
105 E De La Guerra St Suite 10, Santa Barbara, CA 93101 |
|
80586xxxx8 |
inf*@p************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montecito Investment Company |
820 State St Ste 303, Santa Barbara, CA 93101 |
|
80585xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hub Financial Management |
115 W Canon Perdido St, Santa Barbara, CA 93101 |
|
80568xxxx4 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prima Capital Group |
1230 Coast Village Cir Ste E Santa Barbara, CA 93108 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Network Investment Corp-Quigley Michael |
3757 State St Ste 301 Santa Barbara, CA 93105 |
|
80568xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coastal Debt Collection |
414 Olive St Santa Barbara, CA 93101 |
|
80535xxxx2 |
coa**********************@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Home Realty & Investments |
1913 State St, Santa Barbara, CA 93101 |
|
80568xxxx1 |
chr**@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Figueroa Investors Ltd |
1100 Santa Barbara St, Santa Barbara, CA 93101 |
|
80556xxxx9 |
inf*@e**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kensington Investment Counse |
1160 Eugenia Pl, Carpinteria, CA 93013 |
|
80556xxxx9 |
ada*@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cycad Group |
1270 Coast Village Cir, Santa Barbara, CA 93108 |
|
80568xxxx5 |
jls@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors |
1625 State St Ste 4 Santa Barbara, CA 93101 |
|
80568xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PlanMember Financial Corporation |
6187 Carpinteria Ave, Carpinteria, CA 93013 |
|
80568xxxx9 |
|
4.4 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LPL Financial Stephen Bunting |
4155 Venice Ln Carpinteria, CA 93013 |
|
80556xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
20100 |
234 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Overtime Wealth Management - UBS Financial Services Inc. |
222 E Carrillo St Ste 106, Santa Barbara, CA 93101 |
|
80573xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H Yin Boutique Investment Co |
428 Chapala St, Santa Barbara, CA 93101 |
|
80596xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
1111 Chapala, Santa Barbara, CA 93101 |
|
80588xxxx0 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rottman Group |
308 E Carrillo St Santa Barbara, CA 93101 |
|
80596xxxx0 |
ale*@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montecito Private Asset |
228 Jesmary Ln, Santa Barbara, CA 93105 |
|
80589xxxx0 |
cra**@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Coastal Advisors |
3700 State St Ste 230 Santa Barbara, CA 93105 |
|
80596xxxx4 |
|
|
|
2 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terrapin Partners |
735 State St Ste 613, Santa Barbara, CA 93101 |
|
80545xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Powell Wealth Management |
7 W Figueroa St Suite 300, Offices 308 & 315, Santa Barbara, CA 93101 |
|
80569xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Saige Private Wealth |
21 E Carrillo St #100, Santa Barbara, CA 93101 |
|
80545xxxx0 |
ant****@s*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Belay Wealth Partners |
813 Anacapa St Ste 111, Santa Barbara, CA 93101 |
|
80597xxxx7 |
dan*********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Certis Capital Management, Inc. |
801 Garden St #300, Santa Barbara, CA 93101 |
|
80596xxxx9 |
ali***@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harbor View Real Estate |
219 W Carrillo St Floor 2, Santa Barbara, CA 93101 |
|
80584xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arlington Financial Advisors |
100 E De La Guerra St, Santa Barbara, CA 93101 |
|
80569xxxx0 |
adr*************@a*************************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamar Capital Management |
330 E Canon Perdido St, Santa Barbara, CA 93101 |
|
80589xxxx3 |
doe*****@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilson Asset Management |
1236 Coast Village Rd, Montecito, CA 93108 |
|
80556xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| America West Financial Group |
5901 Encina Rd Ste C5 Goleta, CA 93117 |
|
80596xxxx1 |
ala**********@a**.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BAIRD Wealth Strategy Group |
222 E Carrillo St Suite 304, Santa Barbara, CA 93101 |
|
80589xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission City Property Management |
7 W Figueroa St Suite 318, Santa Barbara, CA 93101 |
|
80531xxxx0 |
inf*@m************.com |
5 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| International Management |
827 State St, Santa Barbara, CA 93101 |
|
80573xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nuveen Securities |
925 De La Vina St, Santa Barbara, CA 93101 |
|
31055xxxx0 |
aar*************@n*****.com |
|
|
|
|
|
|
1816 |
|
2000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Real Estate & Investment |
22 Anacapa St, Santa Barbara, CA 93101 |
|
80533xxxx1 |
rob***@w********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
900 Chapala St Ste 100, Santa Barbara, CA 93101 |
|
80588xxxx8 |
app*******************@s*****.com |
3.5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Private Bank |
118 E Carrillo St, Santa Barbara, CA 93101 |
|
80556xxxx6 |
aar**********@w*********.com |
|
|
|
|
|
|
153062 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D.A. Davidson |
111 W Micheltorena St #200, Santa Barbara, CA 93101 |
|
80561xxxx0 |
a.a@d*********.com |
|
|
|
|
|
|
925 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JPR Financial Service |
735 State St, Santa Barbara, CA 93101 |
|
80556xxxx4 |
ame******@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monarch Wealth Strategies |
222 E Carrillo St Ste 208 Santa Barbara, CA 93101 |
|
80556xxxx0 |
aar**@m****.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Connor Capital SB |
1236 Coast Village Cir, Santa Barbara, CA 93108 |
|
80536xxxx8 |
inf*@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manchester Capital Mgmt |
1155 Coast Village Rd Santa Barbara, CA 93108 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anderson Financial Solutions |
128 E Carrillo St, Santa Barbara, CA 93101 |
|
80556xxxx6 |
bar****@a*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Maloney Wealth Management Group - UBS Financial Services Inc. |
222 E Carrillo St Ste 106, Santa Barbara, CA 93101 |
|
80573xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Portola Creek Capital |
1117 State St, Santa Barbara, CA 93101 |
|
41599xxxx9 |
inf*@p***********.com |
|
|
|
|
|
|
246 |
|
252 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christian B Orth |
402 E Carrillo St Ste B Santa Barbara, CA 93101 |
|
80556xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ortega Properties |
28 W Arrellaga St Apt A, Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Riviera Group |
735 State St, Santa Barbara, CA 93101 |
|
80545xxxx0 |
inf*@t************.com |
|
|
|
|
|
|
4 |
3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| M3 Multifamily LLC |
330 E Canon Perdido St, Santa Barbara, CA 93101 |
|
80596xxxx5 |
dla****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bristol Property Management, Inc. |
2920 De La Vina St, Santa Barbara, CA 93105 |
|
80545xxxx2 |
car****@b********.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Oak Financial Group - UBS Financial Services Inc. |
222 E Carrillo St #106, Santa Barbara, CA 93101 |
|
80573xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robin P. Kopeikin |
1200 State St, Santa Barbara, CA 93101 |
|
80587xxxx5 |
acc************@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zenith Enterprises |
3868 State St Ste 201 Santa Barbara, CA 93105 |
|
80568xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Painted Porch Advisors |
115 S La Cumbre Ln Suite 201, Santa Barbara, CA 93105 |
|
80556xxxx8 |
inf*@p*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Aaron P Crocker |
5320 Carpinteria Ave Ste J Carpinteria, CA 93013 |
|
80568xxxx0 |
a.j*********@e**********.com |
5 |
3 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stacy Borek - Ameriprise Financial Services |
1625 State St Ste 4 Santa Barbara, CA 93101 |
|
80568xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
24 E Carrillo St, Santa Barbara, CA 93101 |
|
31029xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investec Real Estate |
200 E Carrillo St #200, Santa Barbara, CA 93101 |
|
80596xxxx9 |
dav*@i*****************.com |
4.8 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Riviera Private Wealth Services | Joshua Griep, AAMS®, CRPC®, CRPS® | WMA |
|
|
80572xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Wealth Management |
345 Kellogg Way, Goleta, CA 93117 |
|
80556xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northern Trust |
1485 E Valley Rd Suite 7, Santa Barbara, CA 93108 |
|
80556xxxx1 |
dns**********@n***.com |
3.7 |
9 |
|
|
|
|
9138 |
|
9600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Collaborative Financial Solutions & Wealth Management |
5266 Hollister Ave Bldg B, Ste 220 Goleta, CA 93111 |
|
80536xxxx2 |
cra**@j***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zen Wealth Consultant Services |
1470 E Valley Rd Montecito, CA 93108 |
|
80588xxxx1 |
inf*@z*****.com |
|
|
5 |
1 |
|
|
|
|
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jacqueline Duran - Morgan Stanley Smith Barney |
1014 Santa Barbara St Santa Barbara, CA 93101 |
|
80556xxxx7 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Fiduciary |
1206 Coast Village Cir Suite J, Santa Barbara, CA 93108 |
|
80530xxxx2 |
lin****@s********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gofunding Capital |
1117 State St Santa Barbara, CA 93101 |
|
80060xxxx6 |
kei**@g***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Olea Capital |
22 El Paseo, Santa Barbara, CA 93101 |
|
80544xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Haven Capital Group Inc / Kristin Wyman Horton , CFA |
735 State St, Santa Barbara, CA 93101 |
|
80596xxxx0 |
inf*@h****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| IGF Partners, LLC |
1123 Chapala St Ste 200, Santa Barbara, CA 93101 |
|
80096xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The AmeriFlex Group, Inc. |
1332 Anacapa St, Santa Barbara, CA 93101 |
|
80577xxxx6 |
ale******@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mountain Vista Wealth Management |
555 Mountain Dr, Santa Barbara, CA 93103 |
|
80522xxxx9 |
jon@m******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ampersand Holdings Inc |
1301 Santa Barbara St, Santa Barbara, CA 93101 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| General American Life Ins |
3868 State St Ste 201 Santa Barbara, CA 93105 |
|
80568xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cycad Group |
1270 Coast Village Cir #1, Santa Barbara, CA 93108 |
|
80568xxxx5 |
klj@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual |
1114 State St #247, Santa Barbara, CA 93101 |
|
80589xxxx0 |
a.-***********@n*****************.com |
|
|
|
|
|
|
107339 |
16204 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Granite Peak Partners |
222 E Carrillo St #111, Santa Barbara, CA 93101 |
|
80520xxxx0 |
bru*********@g******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Commerce Capital Group |
THE COMMERCE CAPITAL BUILDING, 120 E De La Guerra St # 3, Santa Barbara, CA 93101 |
|
80596xxxx1 |
rh@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prima Worldwide |
22 El Paseo Santa Barbara, CA 93101 |
|
80569xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Summa Capital Management |
1129 State St UNIT 29, Santa Barbara, CA 93101 |
|
80528xxxx0 |
inf*@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dunvegan Associates Inc |
1114 State St, Santa Barbara, CA 93101 |
|
80596xxxx2 |
acm****@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Forster Group - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx4 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
1230 Coast Village Cir Ste A, Santa Barbara, CA 93108 |
|
80556xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| West Coast Financial |
1525 State St Ste 104, Santa Barbara, CA 93101 |
|
80596xxxx1 |
aar**@w*****.com |
|
|
|
|
|
|
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Granite Capital Group, Inc. |
133 W De La Guerra St, Santa Barbara, CA 93101 |
|
80589xxxx0 |
amb**@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montecito Investment Strategies |
|
|
|
dav***************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kathleen Kalp |
1200 State St 2nd Fl, Santa Barbara, CA 93101 |
|
80587xxxx6 |
aos*****@f************.com |
|
|
|
|
|
|
90645 |
|
116000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Advisors Inc |
3700 State St Ste 340 Santa Barbara, CA 93105 |
|
80556xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Stonecutter Group - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| West End Partners |
1482 E Valley Rd Suite 245, Santa Barbara, CA 93108 |
|
80556xxxx0 |
adm**@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northern Trust Bank |
1485 E Valley Rd Ste 7 Santa Barbara, CA 93108 |
|
80556xxxx1 |
a.m*******@n************.com |
3.7 |
9 |
1 |
1 |
|
|
9033 |
|
9400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Sanders Investments |
924 Laguna St, Santa Barbara, CA 93101 |
|
80596xxxx3 |
ric****@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Santa Barbara Group - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hawkes Investments LLC |
315 Meigs Rd, Santa Barbara, CA 93109 |
|
80569xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J-Dyhr Capital |
PO Box 4207, Paso Robles, CA 93447 |
|
80557xxxx0 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services |
319 E Carrillo St Ste 107, Santa Barbara, CA 93101 |
|
80568xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TKG Financial |
3757 State St #3a, Santa Barbara, CA 93105 |
|
80047xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Pension Consultants, Inc. |
1129 State St # 18, Santa Barbara, CA 93101 |
|
80556xxxx4 |
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gideon Hixon Fund |
800 Anacapa St A, Santa Barbara, CA 93101 |
|
80596xxxx7 |
bkw******@g**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Asset Management |
200 E Carrillo St, Santa Barbara, CA 93101 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Service |
222 E Carrillo St, Santa Barbara, CA 93101 |
|
80596xxxx1 |
aar*******@u**.com |
|
|
|
|
|
|
229522 |
|
241000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Josh Kane |
1905 Cliff Dr Ste E Santa Barbara, CA 93109 |
|
80596xxxx2 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
80 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mitchell E Kauffman |
550 Periwinkle Ln Santa Barbara, CA 93108 |
|
80596xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Galin Kranz Group - Morgan Stanley |
1332 Anacapa St 2nd Fl, Santa Barbara, CA 93101 |
|
80556xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamar Capital Management LLC |
200 E Carrillo St #304, Santa Barbara, CA 93101 |
|
80589xxxx3 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peritus Asset Management |
26 W Anapamu St Fl 3 Santa Barbara, CA 93101 |
|
80588xxxx0 |
per*************@f**.jewellaprivacy |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Judy Pirkowitsch - Ameriprise Financial Services |
319 E Carrillo St Ste 107 Santa Barbara, CA 93101 |
|
80568xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Market Neutral Fund |
32 El Paseo Santa Barbara, CA 93101 |
|
80596xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Invest West Financial Corporation |
1933 Cliff Dr #1, Santa Barbara, CA 93109 |
|
80595xxxx5 |
lac*****@i*********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HII Trust Deed Investing |
Goleta, CA 93117 |
|
80569xxxx9 |
hii****@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gore David C Cfa |
5290 Overpass Rd Ste 131 Santa Barbara, CA 93111 |
|
80569xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Utopia Property Management | Santa Barbara, CA |
7 W Figueroa St #300, Santa Barbara, CA 93101 |
|
80563xxxx8 |
aar**@u***************.com |
4.6 |
43 |
|
|
|
|
6530 |
104 |
6500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Foronjy Financial |
401 Chapala St Ste 105 Santa Barbara, CA 93101 |
|
80588xxxx4 |
bry****@f***************.com |
5 |
2 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| California Wealth Advisors |
10 E Figueroa St #204, Santa Barbara, CA 93101 |
|
80594xxxx4 |
aar**@c***********************.com |
3.7 |
6 |
|
|
|
|
79 |
|
109 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StonePark Capital |
1432 Chapala St, Santa Barbara, CA 93101 |
|
80545xxxx0 |
and***@s***************.com |
|
|
|
|
5 |
7 |
236 |
|
235 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kirchner Dawn M Cfp |
800 Garden St Ste H Santa Barbara, CA 93101 |
|
80596xxxx5 |
aar*******@c*****************.com |
|
|
|
|
4.7 |
19 |
333 |
15 |
343 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
1111 Coast Village Rd, Montecito, CA 93108 |
|
80556xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Pointe Advisors |
523 Chapala St, Santa Barbara, CA 93101 |
|
80584xxxx0 |
g.f*****@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miltonian Capital Management LLC |
21 E Carrillo St #200, Santa Barbara, CA 93101 |
|
80584xxxx2 |
ale@m***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Property Management, Inc |
28 E Canon Perdido St, Santa Barbara, CA 93101 |
|
80570xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Quinn Fiduciary Services |
601 E Arrellaga St Suite 102, Santa Barbara, CA 93103 |
|
80584xxxx4 |
|
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alliance Wealth Strategies |
222 E Carrillo St ste 304-b, Santa Barbara, CA 93101 |
|
80562xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brenner Wealth Management Group - UBS Financial Services Inc. |
222 E Carrillo St #106, Santa Barbara, CA 93101 |
|
80573xxxx9 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sarai Anderson |
Santa Barbara, CA 93103 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Joshua Wilson |
1230 Coast Village Cir Ste A Santa Barbara, CA 93108 |
|
80556xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
|
|
80021xxxx5 |
aar*********@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Masho Associates - Realtor |
3609 Mibek Rd, Santa Barbara, CA 93105 |
|
80589xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jon S. Bull |
1200 State St, Santa Barbara, CA 93101 |
|
80587xxxx5 |
add********@f************.com |
|
|
|
|
|
|
90645 |
|
116000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Walstad Investment Counsel |
1470 E Valley Rd, Santa Barbara, CA 93108 |
|
80596xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
330 E Pedregosa St, Santa Barbara, CA 93101 |
|
80556xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Samantha F Anderson |
3010 De La Vina St Santa Barbara, CA 93105 |
|
80556xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Investment Management |
315 Meigs Rd A 416, Santa Barbara, CA 93109 |
|
80584xxxx9 |
a@a******.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vector Capital Group |
27 W Anapamu St Ste 332, Santa Barbara, CA 93101 |
|
70295xxxx5 |
aus******@v*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Republic Investment Management |
111 W Micheltorena St Ste 210, Santa Barbara, CA 93101 |
|
80596xxxx3 |
aa@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Creditor Liquidity, LP |
3536 Los Pinos Dr, Santa Barbara, CA 93105 |
|
80556xxxx0 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carroll Capital Management |
1360 E Valley Rd Santa Barbara, CA 93108 |
|
80596xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jaeger Partners |
21 E Carrillo St, Santa Barbara, CA 93101 |
|
80584xxxx0 |
jas**@j*************.net |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
1 |
| STW Fixed Income Management |
6185 Carpinteria Ave, Carpinteria, CA 93013 |
|
80574xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roland Christopher Vice President-Investment Officer |
3660 State St, Santa Barbara, CA 93105 |
|
80573xxxx3 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harmony Investment Management, LLC |
1187 Coast Village Rd Suite 1-778, Santa Barbara, CA 93108 |
|
80577xxxx5 |
kim*****@h*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stock Option Coach |
Santa Barbara, CA 93111 |
|
80583xxxx1 |
db0*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Vance / Toland Group - Morgan Stanley |
1332 Anacapa St 2nd Floor, Santa Barbara, CA 93101 |
|
80556xxxx8 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Channel Investment Company |
20 S Calle Cesar Chavez, Santa Barbara, CA 93103 |
|
80596xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J H Partners |
1940 E Valley Rd Santa Barbara, CA 93108 |
|
80556xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pensionmark Retirement Group |
24 E Cota St Ste 200, Santa Barbara, CA 93101 |
|
80545xxxx0 |
ale******@p**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Nuthira Neal |
402 E Carrillo St Ste B Santa Barbara, CA 93101 |
|
80556xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Powell Wealth Management |
7 W Figueroa St Ste 300, Santa Barbara, CA 93101 |
|
80569xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Enduravest Partners |
718 State St, Santa Barbara, CA 93101 |
|
80588xxxx5 |
inf*@e*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greenwich Investors Xi |
559 San Ysidro Rd Ste I Santa Barbara, CA 93108 |
|
80596xxxx5 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terra Firma Equity Investors |
4050 Calle Real Santa Barbara, CA 93110 |
|
80568xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ngen Partners |
1187 Coast Village Rd, Santa Barbara, CA 93108 |
|
80556xxxx6 |
a@n***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Agility Capital |
1117 State St, Santa Barbara, CA 93101 |
|
80556xxxx5 |
dan***@a*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harbor View Real Estate & Investment |
219 W Carrillo St Fl 2 Santa Barbara, CA 93101 |
|
80584xxxx2 |
alb**********@h***************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Omega Financial Group, LLC |
812 Anacapa St, Santa Barbara, CA 93101 |
|
80561xxxx3 |
dr-*****@o************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| GPS Commercial Real Estate Services, Inc. |
1129 State St Ste 3, Santa Barbara, CA 93101 |
|
80556xxxx0 |
nde****@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Josh Kane, AAMS™ |
1905 Cliff Dr STE E, Santa Barbara, CA 93109 |
|
80596xxxx2 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
87606 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montecito Bank & Trust |
1106 Coast Village Rd, Santa Barbara, CA 93108 |
|
80596xxxx1 |
aba*****@m********.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
3791 State St Santa Barbara, CA 93105 |
|
80568xxxx3 |
a61****@f*******.com |
3 |
9 |
|
|
|
|
329254 |
|
353000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bertelsmann Ventures |
813 Anacapa St Santa Barbara, CA 93101 |
|
80556xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athenaeum Capital Partners |
559 San Ysidro Rd #1, Santa Barbara, CA 93108 |
|
80556xxxx4 |
jhg@a*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lyons Steve Investments |
3015 State St Santa Barbara, CA 93105 |
|
80556xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corner Capital Partners |
800 Presidio Ave, Santa Barbara, CA 93101 |
|
80596xxxx0 |
and*******@c********************.com |
|
|
|
|
5 |
8 |
|
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Somera Communications |
5383 Hollister Ave Ste 100 Santa Barbara, CA 93111 |
|
80568xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Entrada Ventures |
1129 State St Suite 5, Santa Barbara, CA 93101 |
|
80583xxxx3 |
inf*@e**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors |
1625 State St Ste 3 Santa Barbara, CA 93101 |
|
80568xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silsbury Kate |
1625 State St Ste 4 Santa Barbara, CA 93101 |
|
80568xxxx5 |
ame****************@e*.ameriprise |
|
|
|
|
|
|
132678 |
|
134000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Investment Management |
315 Meigs Rd, Santa Barbara, CA 93109 |
|
80584xxxx9 |
a@a******.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lead Edge Capital Management |
559 San Ysidro Rd, Santa Barbara, CA 93108 |
|
66126xxxx0 |
ada**@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ariadne Wealth Management, LP |
1255 Coast Village Rd #201a, Santa Barbara, CA 93108 |
|
80545xxxx0 |
ada*@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Wealth Management - Financial Adviser | Financial Planner | Investment Services |
15 W Carrillo St, Santa Barbara, CA 93101 |
|
80587xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Coastal Advisors |
3700 State St, Santa Barbara, CA 93105 |
|
80596xxxx4 |
bil**@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brenner Wealth Management Group |
1424 State St, Santa Barbara, CA 93101 |
|
80596xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Group-Santa Barbara |
1485 E Valley Rd L, Santa Barbara, CA 93108 |
|
80596xxxx8 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Syd Walker, CFP, AIF - Stifel |
206 E Anapamu St Santa Barbara, CA 93101 |
|
80595xxxx0 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
7 W Figueroa St Suite 305, Santa Barbara, CA 93101 |
|
86684xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freestone Capital Management |
205 E Carrillo St suite 217, Santa Barbara, CA 93101 |
|
80584xxxx2 |
aar**@f***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Barbara Investment |
1280 Coast Village Cir, Santa Barbara, CA 93108 |
|
80596xxxx0 |
kim*****@h*********.com |
|
|
|
|
|
|
|
|
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Hunter R Sears |
5656 Calle Real, Goleta, CA 93117 |
|
80596xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
87605 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
