Business List: Investment Management Firms in Simi Valley, CA, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
City National Bank - Chatsworth 9400 Topanga Canyon Blvd Ste 102 Chatsworth, CA 91311
81877xxxx0 abc*******@c**.com 3.7 7 5371 151 5900
Christa Redman - Associate Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
81826xxxx0 chr***********@a***.com 27 33
The Ryding Company 2659 Townsgate Rd Ste 101 Westlake Village, CA 91361
86676xxxx2 awe****@t***.com 3.7 3
Kevin Whitten - Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 320, Calabasas, CA 91302
81870xxxx5 ada*************@a***.com
Powell David W Cfp 370 N Westlake Blvd Westlake Village, CA 91362 80549xxxx5 5 1
Boulevard Investment Group 18250 Roscoe Blvd, Northridge, CA 91325
81835xxxx0 aro*****@b**********.com 135
John Foster - Private Wealth Advisor, Ameriprise Financial Services 31351 Via Colinas Ste 104, Westlake Village, CA 91362
81859xxxx1 dns*****@a***.com 46 45
Hartman Financial Planning Santa Clarita, CA 91355
88836xxxx6 bra*@h***********************.com 5 1
Edward Jones - Financial Advisor: David L LeGrand 4000 Calle Tecate Ste 210, Camarillo, CA 93012
80538xxxx9 a.j*********@e**********.com
Regal Advisory Services 5959 Topanga Canyon Blvd Ste 180 San Fernando Valley, CA 91367
80079xxxx0 adm**@r************.com 4.4 7
Gold Alliance 5550 Topanga Canyon Blvd Ste 260 Woodland Hills, CA 91367
88873xxxx3 5 3
The Wealth Consulting Group 30700 Russell Ranch Rd Ste 140 Westlake Village, CA 91362
81885xxxx8 ada****@w*******.com 5 23 144 2 166
Jeff A Kahn Investments Calabasas, CA 91302 81860xxxx3
Djr Financial Services Inc. 2480 Stearns St, Simi Valley, CA 93063 80552xxxx0 dan@d****.com
Cleaver Brett O Cfp 28720 Roadside Dr Ste 375 Agoura Hills, CA 91301 81899xxxx9
Fields Investments 22736 Vanowen St Ste 100B, West Hills, CA 91307
81871xxxx8 2.6 5
Ventura Advisors 21860 Burbank Blvd Ste 100 Woodland Hills, CA 91367
81822xxxx3 har*****@v**************.com
Strategic Holdings 4550 E Thousand Oaks Blvd Ste 200, Westlake Village, CA 91362
80541xxxx2 aiz*******@s****************.com
Infinity Capital Advisors 21700 Oxnard St Woodland Hills, CA 91367 81871xxxx0 1 2
Waypoint Private Wealth Management 200 N Westlake Blvd, Westlake Village, CA 91362
31093xxxx9 dou*@w**********.com
Edward Jones 484 Mobil Ave Ste 16, Camarillo, CA 93010
80548xxxx0 a.j*********@e**********.com 87612 100000
Mary Margaret Prete Realtor 2828 Cochran St, Simi Valley, CA 93065
80530xxxx3
Planned Asset Management 26135 Mureau Rd Ste 201, Calabasas, CA 91302
81870xxxx8 awi**@e*****.com 5 3
Edward Jones - Financial Advisor: Peter Telles Vasquez 582 W Ventura St, Fillmore, CA 93015 80552xxxx2
Western International Securities 2555 Townsgate Rd Ste 300 Thousand Oaks, CA 91361
80537xxxx2
Ventura Investment Co 1601 Carmen Dr Ste 100, Camarillo, CA 93010
80548xxxx7 aga****@v******************.com 67 47 80
Ben Hale - Thrivent 3605 Alamo St Suite 320, Simi Valley, CA 93063
80590xxxx7 abc*******@t*******.com
Synergy Financial Partners 4500 Park Granada Calabasas, CA 91302
32362xxxx3
Adam Chandani & Associates 2659 Townsgate Rd Ste 217 Thousand Oaks, CA 91361
80530xxxx5 cha************@w**********.com
Morgan Stanley 21600 Oxnard St, Woodland Hills, CA 91367 81871xxxx5
Charles Schwab 6250 Topanga Canyon Blvd Ste 1545 Woodland Hills, CA 91367
81871xxxx0 asc********@s*****.com 3 6
Pacific Capital Wealth Management 711 E Daily Dr, Camarillo, CA 93010
80538xxxx2 aar************@u*****.com
Team Luciani, Century 21 Adobe Realty 5627 Kanan Rd, Agoura Hills, CA 91301 81858xxxx7
Shidoosh Wealth Management 3435 E Thousand Oaks Blvd, Thousand Oaks, CA 91362
81843xxxx5 dav**@s*******.com 4 4
Luxor Funding Group 2595 Stearns St Simi Valley, CA 93063
80558xxxx5 zey*****@g****.com
Draine-Poulson Group 960 S Westlake Blvd Ste 209 Westlake Village, CA 91361 80549xxxx5
Wasatch Capital Funds Management 2906 Evesham Ave, Thousand Oaks, CA 91362 80544xxxx5
Merrill Lynch Wealth Management 6320 Canoga Ave Ste 100, Woodland Hills, CA 91367
81859xxxx1 aba*****@m*.com
Ira Zito, MBA, CFP 5850 Canoga Ave Ste 400 Woodland Hills, CA 91367
81863xxxx8 ira****@f************.us
San Pham - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com 23
Financial Planning-V S A 19725 Sherman Way Ste 310 Winnetka, CA 91306 81899xxxx2
The Valencia Group at UBS 25350 Magic Mountain Pkwy, Valencia, CA 91355
66128xxxx3 aar*******@u**.com 230020 243000
Hillcrest Financial Group 515 Marin St Ste 406 Thousand Oaks, CA 91360
80537xxxx6 and***@h**********************.com 12 5 1
Thomas J Faber II - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com
HB Financial Strategies - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx3 dns*****@a***.com
Guiness Atkinson 21800 Oxnard St Woodland Hills, CA 91367 81871xxxx7
Anchor Loans 5230 Las Virgenes Rd Ste 105 Calabasas Hills, CA 91302
88841xxxx6 aar**@a**********.com 2 18
The Independent Financial Group 2655 First St #250, Simi Valley, CA 93065
80526xxxx6 inf*@i*****.com
V.S. Associates, Inc. 19725 Sherman Way Ste 310, Winnetka, CA 91306
81899xxxx3 ala***********@v*****.com
Pacific Investment Advisors LLC – IRA & Pension Money Management, CA 2470 Stearns St. Simi Valley CA 93063, Stearns St #328, Simi Valley, CA 93063 86669xxxx3
Edward Jones - Financial Advisor: Kyle G Wilson, ABFP™|AAMS™ 582 W Ventura St, Fillmore, CA 93015
80552xxxx2 a.j*********@e**********.com 64
Free Financial 22924 Lyons Ave Ste 205 Santa Clarita, CA 91321
66120xxxx7 c18*****************************@s*****.wixpress 5 12 80 39 79
United Gold Direct 2945 Townsgate Rd Westlake Village, CA 91361 88850xxxx2 5 6
W2FI Enterprises, LLC 26650 The Old Rd Ste 110, Valencia, CA 91381 66173xxxx1
T Jlolls Incorporated 24202 Pacific Coast Hwy, Malibu, CA 90265 31045xxxx5
Edward Jones - Financial Advisor: Hugh Fisher, AAMS™ 135 Macaw Ln #110, Simi Valley, CA 93065
80552xxxx7 a.j*********@e**********.com 87612 100000
BARBAROS INVESTMENTS 19639 Ventura Blvd, Tarzana, CA 91356
81877xxxx1 siz*****@y****.com
Adam Goldstein - Ameriprise Financial Services 24025 Park Sorrento Ste 320 Calabasas, CA 91302
81870xxxx5 ada*************@a***.com 8 1 1 613 637
Thomas Bruce Cfp 2239 Townsgate Rd Ste 207 Westlake Village, CA 91361
80577xxxx0 adi**@r************.com 2987 27 3500
Fischer Investment Strategies - Westlake Financial Advisors 920 Hampshire Rd Ste A2 Westlake Village, CA 91361
80541xxxx6 inf*@f**************************.com 5 1
Ryan M Liljegren - Private Wealth Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
81887xxxx2 bri***********@a***.com
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
81826xxxx0 dns*****@a***.com 27 33
Simi Valley Investment Services 1445 E Los Angeles Ave suite 301-m, Simi Valley, CA 93065
80521xxxx7 dan@s***************.com
Wood Ranch Partners, Inc 1230 Madera Rd Ste 1230, Simi Valley, CA 93065 81828xxxx1
Ubs 27946 Henry Mayo Dr, Castaic, CA 91384
66177xxxx7 aar*******@u**.com 229631 242000
Edward Jones - Financial Advisor: James Shipe 4580 E Thousand Oaks Blvd Ste 180, Westlake Village, CA 91362
80537xxxx4 abc*******@e**********.com 87613 100000
McNeely Financial Strategies 19819 Nordhoff St Ste 6C, Northridge, CA 91324 81853xxxx0
Raymond James Financial Services 18919 Nordhoff St, Northridge, CA 91324 81853xxxx0 aar**********@r***********.com
The Private Financing Group 3998 Cloverleaf St, Westlake Village, CA 91362 80544xxxx6
New Century Gold 6303 Owensmouth Ave Fl 10 Woodland Hills, CA 91367
81893xxxx8 inf*@n*************.com 5 2
Winthco Wealth Management - CPA Simi Valley 1871 Tapo St, Simi Valley, CA 93063
80558xxxx0 kyl*@w******.com 5 2
Envision Wealth Management 27200 Tourney Rd Ste 201, Valencia, CA 91355 66129xxxx0 83f*************************************@w*****************.com
Magidov CPA Firm 601 S Glenoaks Blvd Ste 40, Burbank, CA 91502
32344xxxx4 acc*******@m*************.com 101 108
Strategic Business Advisers 27821 Fremont Ct Unit7, Valencia, CA 91355
66136xxxx6
Century 21 Hometown Realty 6431 Sibley St, Simi Valley, CA 93063
80527xxxx0 aar***@c******.com 1021 425 1000
Dahlstrum Jon 4165 E Thousand Oaks Blvd Ste 255, Westlake Village, CA 91362 81822xxxx0
Allegiance Gold 27001 Agoura Rd Ste 200 Calabassas, CA 91301
84479xxxx1 ag@a*************.com 5 2
Albert Davidoo & Company 21800 Oxnard St Ste 200 Woodland Hills, CA 91436
81850xxxx6 3 2 3 2
Superior Financial Services 15821 Ventura Blvd Suite 670, Encino, CA 91436
80045xxxx2 aar*******@u**.com 230020 243000
Morgan Stanley Wealth Management 21650 Oxnard St, Woodland Hills, CA 91367
81871xxxx0 aar***********@m***********************.com
Summit Financial Consultants 3011 Townsgate Rd Ste 110 Westlake Village, CA 91361 80541xxxx5
Ameriprise Financial Advisors 6355 Topanga Canyon Blvd Ste 505 Woodland Hills, CA 91367
80565xxxx3 dns*****@a***.com
FMS Financial Partners 5959 Topanga Canyon Blvd Ste 220 Woodland Hills, CA 91367 81870xxxx1
Pace Financial & Insurance Services 30721 Russell Ranch Rd Ste 140 Westlake Village, CA 91362
80530xxxx2
Robert L. Baumann, CFP R, MBA 2535 Townsgate Rd Ste 110 Westlake Village, WA 91361
81899xxxx1 rob***@b***************.com
Edward Jones - Financial Advisor: Ron Mann 17843 Chatsworth St, Granada Hills, CA 91344
81836xxxx1 a.j*********@e**********.com 5 3 87612 100000
Edward Jones 26570 Agoura Rd Ste 130 Calabasas, CA 91302
81887xxxx3 a.j*********@e**********.com 1 1 87613 100000
Kennedy Wealth Management 23901 Calabasas Rd Ste 1064 Calabasas, CA 91302
81822xxxx7 chr********@k****************.com 4.9 46 2.6 15 4.6 14 115 2 113
Ron Freeman Investments Land West Hills., CA 91308
81870xxxx1 lan*********@g****.com 3 2
Zenith Financial 3791 Sable Ridge Ct Simi Valley, CA 93063
80557xxxx0 ali@z**************.com
Credstart 25060 Avenue Stanford Ste 265 Santa Clarita, CA 91355
32337xxxx7 dav**@c********.com 4.8 62
Northridge 17039 Roscoe Blvd, Northridge, CA 91325 81893xxxx1
San Pham - Financial Advisor, Ameriprise Financial Services, LLC 6355 Topanga Canyon Blvd, Ste 520, Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com 23
G K V Capital Management 125 Auburn Ct Ste 200, Westlake Village, CA 91362
80537xxxx6 *re*@g*********.com 55
North Oak Real Estate Inv Inc 20501 Ventura Blvd Ste 235, Woodland Hills, CA 91364
81871xxxx5 inf*@n*******.com
1.5 66
Richard Norkin 31194 La Baya Dr, Westlake Village, CA 91362 80537xxxx4
True Blue Law Firm 1056 E Meta St, Ventura, CA 93001 80564xxxx0 4 4
Aqua Financial Center 16501 Ventura Blvd Ste 400 Los Angeles, CA 91436
74723xxxx6 and***@a******************.com 5 1
Edward Jones - Financial Advisor: Heather C D'Angelo 25129 The Old Rd, Stevenson Ranch, CA 91381
66179xxxx9 a.j*********@e**********.com 85136
Usb Capital Group 26860 Mellus Dr Apt 5R, Malibu, CA 90265 31045xxxx2
Equity Management Group 11648 Barranca Rd, Santa Rosa Valley, CA 93012
80549xxxx5 inq****@e*******.com
Mammoth Capital 5750 Jed Smith Rd Hidden Hills, CA 91302 81899xxxx4
Edward Jones - Financial Advisor: Joy C Brannan 19350 Business Center Dr Ste 102 Northridge, CA 91324
81872xxxx2 a.j*********@e**********.com 5 2 87612 100000
Rebel Asset Recovery 1008 W Ave M-14 Ste A Palmdale, CA 93551
84449xxxx9 con****@p*************.org
Warner Capital Associates-Investmt Bnk Serv 21550 Oxnard St Ste 300 Woodland Hills, CA 91367 81834xxxx4
Mercer Advisors 250 N Westlake Blvd Ste 250 Westlake Village, CA 91362
80549xxxx6 aar********@m*************.com 2837 28 2900
Edward Jones - Financial Advisor: Jonathan Morton 28470 Avenue Stanford Ste 340, Valencia, CA 91355
66179xxxx9 a.j*********@e**********.com 172 30 168
Edward Jones - Financial Advisor: Joy C Brannan, AAMS™ 19350 Business Center Dr Ste 102, Northridge, CA 91324
81872xxxx2 a.j*********@e**********.com 87612 100000
WinGroup Financial 2655 First St UNIT 250, Simi Valley, CA 93063 80591xxxx7 5 9
GoldenCrest Metals 23901 Calabasas Rd Ste 2002 Calabasas, CA 91302
83342xxxx5 pro****@g****************.com 5 1 5 1
Hearth Stone 16133 Ventura Blvd Ste 1400, Encino, CA 91436
81882xxxx0 a.s*@h**********.com
Monarch Plan Advisors 40 W Easy St #3, Simi Valley, CA 93065
81829xxxx1 inf*@m**********.com
Sorensen Jeff Financial Services 4055 E Thousand Oaks Blvd Ste 200, Westlake Village, CA 91362
80537xxxx0 hel**@s*************.com 122 124
Rohloff Gaylord CFP 2555 Townsgate Dr Ste 300 Westlake Village, CA 91361 80549xxxx2
Bauman Scott Financial Services 25832 Forsythe Way Stevenson Ranch, CA 91381
66130xxxx1 5 5
Erwin Marine Cfp 3625 E Thousand Oaks Blvd, Westlake Village, CA 91362
80549xxxx0 cmu***@z*******.com 61 3 63
Corporate Office 18425 Burbank Blvd, Tarzana, CA 91356 81888xxxx5 joh*@k******.com
Siebert Financial 24005 Ventura Blvd Ste 200 Hidden Hills, CA 91302
80087xxxx4 adm**@s******.com 349 368
Forbix 24151 Ventura Blvd Ste 350 Calabasas, CA 91302
88893xxxx9 adm**@d*********.com 5 15 5 9 48
Golden K Plans Inc 5950 Canoga Ave Ste 540, Woodland Hills, CA 91367
81858xxxx5 ala*@g***********.com
The Balance Sheet Company 30700 Russell Ranch Rd, Westlake Village, CA 91362 74722xxxx0
Westlake Investment Advisors 5743 Corsa Ave Ste 113 Westlake Village, CA 91362
80527xxxx0 roc**@w*********.com
Alta Community Management II 516 Pennsfield Pl, Thousand Oaks, CA 91360
81823xxxx4 2eb*************************************@w*****************.com
Philip V Swan Associates 100 E Thousand Oaks Blvd Thousand Oaks, CA 91360 80549xxxx4
Allen Stallworth - Accurate1Solutions 21550 Oxnard St Ste 300 Los Angeles, CA 91367 88820xxxx4 1 1
Mark Kamerman - Ameriprise Financial Services 3713 Alamo St Ste 200 Simi Valley, CA 93063
80552xxxx4 bre**********@a***.com 3 2 144 145
Oak Asset Management 2535 Townsgate Rd Ste 205 Westlake Village, CA 91361
80577xxxx8 fab*****@o*******.com 5 1
Windfall Advisors 100 Wilshire Blvd Santa Monica, CA 90401
31040xxxx4 inf*@w***************.com 5 11
U.S. Bancorp Investments - Financial Advisors: Simi Valley 1445 E Los Angeles Ave, Simi Valley, CA 93065
80541xxxx3 aar************@u*****.com 345238 5474 348000
Black Wealth Financial Calabasas, CA 91372
32368xxxx8 dat*****************@i****.de
PNC Lifestyle Management Firm 1112 Montana Ave, Santa Monica, CA 90403 42464xxxx6
Graybill Investments 22151 Ventura Blvd, Woodland Hills, CA 91364 81834xxxx4
Edward Jones - Financial Advisor: Chelsea L Reed 2655 1st St Ste 140, Simi Valley, CA 93065 80530xxxx8
Capital Gold Group Foundation 5850 Canoga Ave Ste 400 Woodland Hills, CA 91367
42433xxxx7
Spencer Craig Schultz Woodland Hills, CA 91367 5 1
A.I. Financial, Inc. 4356 Cochran St, Simi Valley, CA 80558xxxx9
5 4
Morgan Stanley 199 W Hillcrest Dr Frnt Thousand Oaks, CA 91360
80537xxxx0 bet*******@m**************.com
Edward Jones - Financial Advisor: Steve Gonzalez, AAMS™ 25350 Magic Mountain Pkwy Ste 350, Valencia, CA 91355
66170xxxx6 a.j*********@e**********.com 87613 100000
Spectrum Benefits Group 22048 Sherman Wy Ste 312 Canoga Park, CA 91303 80071xxxx7
Fidelity Investments 6363 Topanga Canyon Blvd Woodland Hills, CA 91367
80054xxxx2 a61****@f*******.com 3.1 13 326843 348000
Axa Advisors Llc-Equitable 21700 Oxnard St Ste 1100 Woodland Hills, CA 91367 81834xxxx9
Cogent Independent Advisors 2625 Townsgate Rd Ste 330 Westlake Village, CA 91361
80558xxxx4 del***@c*************.com
Wachovia-Financial Centers 205 N Moorpark Rd, Thousand Oaks, CA 91360 80527xxxx5
Edward Jones - Financial Advisor: Adonis V Campillo 2360 Ventura Blvd Ste B, Camarillo, CA 93010
80567xxxx5 a.j*********@e**********.com 87612 100000
Edward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™ 25152 Springfield Ct Ste 210, Valencia, CA 91355
66125xxxx2 a.j*********@e**********.com 87612 100000
Lincoln Investment Planning 25375 Orchard Village Rd, Valencia, CA 91355
66125xxxx3 aam****@l****************.com 2863 2900
Gregory Lewandowski - Financial Advisor, Ameriprise Financial Services, LLC 2655 First St UNIT 160, Simi Valley, CA 93065
80591xxxx7 dns*****@a***.com
Informa Research Services 26565 Agoura Rd Ste 300 Calabasas, CA 91302
81888xxxx7 abe******@i********.com 1 2
Stockcross 24100 Calabasas Rd Calabasas, CA 91302
80022xxxx6 and************@s*********.com 349 368
KIFS Kageff Insurance & Financial Solutions 22647 Ventura Blvd Ste 170 Woodland Hills, CA 91364
81883xxxx8
Manchester Financial 2815 Townsgate Rd Ste 100 Westlake Village, CA 91361
80549xxxx5 sal**@a*************.com 5 1
Mint State Gold by Stuppler & Company 5855 Topanga Canyon Blvd Ste 410 Woodland Hills, CA 91367
88845xxxx4 c.s******@m************.com 4.8 6
Edelman Financial Engines 21550 Oxnard St Ste 810, Woodland Hills, CA 91367
88875xxxx2 aar**@e***************.com 18781 20 20000
VS Associates 8501 Fallbrook Ave Ste 220 West Hills, CA 91304
80077xxxx9 ala***********@v*****.com 3 2
US West Serving theSimi Valley Area 80552xxxx0
R Witt & Co Investment Advisor Firm 10940 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx7
Advisoryworld 21241 Ventura Blvd, Woodland Hills, CA 91364 81899xxxx5
Investment Development Services 5227 Huckleberry Oak St Simi Valley, CA 93063 80557xxxx4
Square Peg Capital Westlake Village, CA 91361 80540xxxx9
Get Payments Lower 5000 N Parkway Calabasas Ste 114 Calabasas, CA 91302
87770xxxx2
Scottrade - Online Trading & Stock 11201 Tampa Ave, Porter Ranch, CA 91326
81883xxxx6 dns*****@s*****.com 646228 192 658000
Kailey N Wagner - Edward Jones 2655 1st St Ste 140 Simi Valley, CA 93065
80530xxxx8 a.j*********@e**********.com 5 4 313 126 321
Royal Alliance Associates 30 Hackamore Ln Bell Canyon, CA 91307 81822xxxx0
Flagstar Bank 21255 Burbank Blvd, Woodland Hills, CA 91367
86674xxxx3 aar********@f*******.com 33552 348 33000
Taylor Wealth Management - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com
PlanLIfe Investment Consultants 28494 Westinghouse Pl, Valencia, CA 91355 66160xxxx0
ClearCoast Wealth Management 31365 Oak Crest Dr Ste 225 Westlake Village, CA 91361
80537xxxx4 bsi*****@c***********.com 5 1 74
Efc Wealth Management Firm 5678 W 63rd St, Los Angeles, CA 90056
31064xxxx1 ash***@e******************.com 4.8 16 401 9 429
ArcaneCapital Canoga Park, CA 91304 31092xxxx4
R Squared Financial 5151 N Palm Ave Ste 50 Westlake Village, CA 91362
81862xxxx0 ron@r****************.com
Qmulate Capital 3835 E Thousand Oaks Blvd Ste 383 Thousand Oaks, CA 91362
80546xxxx0 sup****@q*************.com
Western International Securities 6400 Canoga Ave Ste 315 Woodland Hills, CA 91367
81831xxxx0
Compass Advisors Group 5678 Como Cir, Woodland Hills, CA 91367 81834xxxx0
US West 603 Bristol Ave, Simi Valley, CA 93065
80552xxxx0 bra****@u*********.com
Glover Peyton 30879 E Thousand Oaks Blvd Westlake Village, CA 91362 80549xxxx4
Berson Money Management 2660 Townsgate Rd Ste 800 Westlake Village, CA 91361
80537xxxx0 baf*****************************@s*****.wixpress
Securities America 30 Hackamore Ln, Bell Canyon, CA 91307
81822xxxx0 aad********@s****************.com
Edward Jones - Financial Advisor: Brandon J Hines 23548 Calabasas Rd Ste 101, Calabasas, CA 91302
81899xxxx4 a.j*********@e**********.com 24 23
Greer P H Co 530 Moorpark Ave Ste 210 Moorpark, CA 93021 80552xxxx4
Renaissance Financial Advisory Services - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com 23
Suzanne Joseph & Associates 32750 Barrett Dr Westlake Village, CA 91361
81887xxxx5 cli***********@s*****.us 5 1
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
80568xxxx5 cha*************@a***.com 122 130
Allstate Personal Financial Representative: Gavin Dunne 11145 Tampa Ave Ste 20B, Northridge, CA 91326
32363xxxx9 a****00@a*******.com 880743 51966 865000
Edward Jones - Financial Advisor: Dawn Simmons 267 Village Commons Blvd Unit 15, Camarillo, CA 93012
80570xxxx7 acc**********@e**********.com 87384 100000
Edward Jones - Financial Advisor: Paul L Blair IV 2535 Townsgate Rd Ste 211, Westlake Village, CA 91361
80567xxxx7 a.j*********@e**********.com 375 380
JCH Senior Housing Group 5330 Lake Crest Dr Agoura Hills, CA 91301
88891xxxx2 cin**@t**********.com 107
J G Management 5743 Corsa Ave Ste 200, Westlake Village, CA 91362
81870xxxx4 ana@j***********.com 40
Leach Michelle 31332 Via Colinas Westlake Village, CA 91362 81888xxxx3
He’e Nalu Investing 21550 Oxnard St 3rd Fl Woodland HIlls, CA 91367
21322xxxx1 dav*******@h***************.com
United Vision Financial 5700 Canoga Ave, Woodland Hills, CA 91367 88888xxxx0
Ccg Investor Relations Firm 10960 Wilshire Blvd Ste 2050, Los Angeles, CA 90024
31047xxxx0 ail**********@c****.com
AI Financial Inc 4356 Cochran St, Simi Valley, CA 93063
80558xxxx9 ast****@a*********.com 4.8 5 5 4
Securities America INC 6355 Topanga Canyon Blvd, Woodland Hills, CA 91367
81871xxxx9 aad********@s****************.com
Stephen RIschall, CRPC ~ 1080 Financial Group 15910 Ventura Blvd. Suite 1605, Encino, CA 91436 85536xxxx0
Charles Schwab 650 S Westlake Boulevard Thousand Oaks, CA 91362
80549xxxx4 asc********@s*****.com 2.8 5 2.2 10
Alexander Till 7415 Faust Ave West Hills, CA 91307 81851xxxx1
Financial Pointe 5743 Corsa Ave Ste 219, Westlake Village, CA 91362 81833xxxx0 alb*****@f**************.com
Edward Jones - Financial Advisor: Steve Gonzalez 25360 Magic Mountain Pkwy, Valencia, CA 91355
66170xxxx6 a.j*********@e**********.com
Zuckerman Private Wealth Management Tarzana, CA 91356
81859xxxx5 cca****@t*********.com 5 3 72 3 73
Edward Jones - Financial Advisor: Thomas Krueger 2659 Townsgate Rd Ste 111 Thousand Oaks, CA 91361
80537xxxx4 a.j*********@e**********.com 5 1 87612 100000
Anchor Loans LP 1 Baxter Way Ste 220 Thousand Oaks, CA 91362
31039xxxx0 aar**@a**********.com 4 56 5 3
National Planning Corp 23548 Calabasas Rd, Calabasas, CA 91302
81822xxxx3 pw-********************************@p**************.org
Brookview Investments 694 Warwick Ave, Thousand Oaks, CA 91360 80541xxxx0
Edward Jones - Financial Advisor: Dan Rosen 5950 Canoga Ave Ste 415 Woodland Hills, CA 91367
81834xxxx9 a.j*********@e**********.com 5 1
MPO Capital Investments Los Angeles, CA 91335 74725xxxx2 5 2
InformaTrac 2828 Cochran St, Simi Valley, CA 93065
80528xxxx9 jam**************@i**********.com
Edward Jones 23548 Calabasas Rd Ste 101 Calabasas, CA 91302 81894xxxx0 5 1
Thomas Bruce 2239 Townsgate Rd, Westlake Village, CA 91361 80577xxxx0
Financial Health Real Estate 28632 Roadside Dr Ste 145 Agoura Hills, CA 91301 81837xxxx0
APEX Financial Services 1951 Galt Street, Ste 103, Simi Valley, CA 93065 80552xxxx0
Edward Jones - Financial Advisor: Maria C Pisa 23548 Calabasas Rd Ste 101 Calabasas, CA 91302
81899xxxx4 acc**********@e**********.com 5 1 87612 100000
Hartfield Financial & Insurance Services 11856 Balboa Blvd Granada Hills, CA 91344
80552xxxx5 tom@h*****************.com 5 6
Edward Jones - Financial Advisor: Joseph D Lindley 340 N Westlake Blvd Ste 165 Thousand Oaks, CA 91362
80549xxxx4 a.j*********@e**********.com 87612 100000
Zephyr Investment Management 3625 E Thousand Oaks Blvd Ste 145 Westlake Village, CA 91362
80549xxxx0 c.m****@z*******.com 61 3 63
Edward Jones - Financial Advisor: Dakota J Bramhall 40 W Cochran St Ste 208, Simi Valley, CA 93065
80595xxxx7 a.j*********@e**********.com 87613 100000
Gold Coast Securities Inc 275 E Hillcrest Dr Ste 225, Thousand Oaks, CA 91360
80549xxxx0 aca****@g****.com 1 1
Edward Jones - Financial Advisor: Mark Fishlowitz 9913 Topanga Canyon Blvd Chatsworth, CA 91311
81899xxxx4 a.j*********@e**********.com 4.3 6 19 20
Alliance Escrow Services 25350 Magic Mountain Pkwy, Valencia, CA 91355 66124xxxx3
Fisher Selwyn Cfp 23901 Calabasas Rd Ste 2010 Calabasas, CA 91302 81822xxxx0
Capital Management Services 30700 Russell Ranch Rd Ste 250 Westlake Village, CA 91362
74722xxxx0 con******@c**********.com 30
Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services 2345 Erringer Rd Ste 219, Simi Valley, CA 93065
80557xxxx0 dns*****@a***.com
Life & Annuity Masters 980 Enchanted Way Ste 106 Simi Valley, CA 93065
80558xxxx7 inf*@l******.com
Shidoosh Wealth Management Thousand Oaks, CA 91362
81843xxxx5 dav**@s*******.com 4 4
Crossan Geordie CFP 101 N Westlake Blvd, Westlake Village, CA 91362 81899xxxx9
Dan Bowman - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx3 dan*******@a***.com
Century 21 Hilltop 2595 strearns, simi valley, CA 93063
88840xxxx4
FMB Wealth Management 100 N Westlake Blvd, Westlake Village, CA 91362
80549xxxx1 a.j@f********.com
Morgan Stanley Wealth Management 21600 Oxnard St, Woodland Hills, CA 91367 81871xxxx0
Kahn Ronnie A Cfp 5855 Topanga Canyon Blvd Woodland Hills, CA 91367 81871xxxx9
Edward Jones - Financial Advisor: Maria C Pisa 23548 Calabasas Rd, Calabasas, CA 91302
81899xxxx4 a.j*********@e**********.com
Christopher Goodenough - Financial Advisor, Ameriprise Financial Services 3713 Alamo St Ste 200, Simi Valley, CA 93063
80552xxxx4 chr*********************@a***.com
Edward Jones - Financial Advisor: Margie Chamberlain 18917 Nordhoff St Ste 20, Northridge, CA 91324
81871xxxx1 a.j*********@e**********.com 87612 100000
Compass Advisors Group 21900 Burbank Blvd Ste 300 Woodland Hills, CA 91367
81834xxxx0 dns******@c********.com
The Realty Exchange Firm, Inc 1620 Centinela Ave Ste 203, Inglewood, CA 90302
31021xxxx7 awa********@r*****************.com
Morgan Stanley Wealth Management 430 Arneill Rd, Camarillo, CA 93010 80598xxxx7 aar***********@m***********************.com
Searle Financial 651 Via Alondra Ste 701B, Camarillo, CA 93012
80548xxxx3 ama***@s**************.com
Geisbauer Wealth Management 2655 First St UNIT 250, Simi Valley, CA 93065
80555xxxx7 tim@g**************.com 5 5 135
Edward Jones - Thousand Oaks Financial Advisor - Glen I Bindelgl 2667 N Moorpark Rd Ste 102 Thousand Oaks, CA 91360
80524xxxx0 a.j*********@e**********.com
FMS Financial Partners 5959 Topanga Canyon Blvd, Woodland Hills, CA 91367 81870xxxx1
Chg Meridian Us 21800 Oxnard St Woodland Hills, CA 91367 81870xxxx0
Westside Retirement & Financial Services 11300 Hartland Ave North Hollywood, CA 91605
94951xxxx3 a.w*****@p*********.com 5 8
JeRenee Felix- Transamerica-WFG 9301 Oakdale Ave, Ste 100, Chatsworth, CA 91311
83123xxxx1 dns******@a*******.com
Alkade Investment Company 4768 Park Granada, Calabasas, CA 91302 81883xxxx6
Future In-Site Realty Associates, Inc. 638 Lindero Canyon Rd # 361, Oak Park, CA 91377 81891xxxx1
David Rae, Wealth Manager 21700 Oxnard St Ste 1460 Woodland Hills, CA 91367
32390xxxx0 dav******@f*****************.com
Kerkis Financial Service Inc 21243 Ventura Blvd, Woodland Hills, CA 91364 81870xxxx0
Revolution Financial Management 515 Marin St, Thousand Oaks, CA 91360
81887xxxx4 a.c********@f******************.com 4.3 55
DVRGNT Ventures San Fernando Valley, CA 91367
41546xxxx2 inf*@d*************.com 15
Criterion Wealth Management 26650 The Old Road, Suite 110, Stevenson Ranch, CA 91381
66125xxxx3 inf*@c**************.com
Retirement Planning Solutions Agoura Hills, CA 91301
81899xxxx5 inf*@r**************************.org
Berkson Asset Management 5550 Topanga Canyon Blvd Ste 350 Woodland Hills, CA 91367
81844xxxx2 aki****@m*************.com 2837 28 2900
Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
81826xxxx0 dns*****@a***.com 27 33
Opis companies 30 Hackamore Ln Ste 4 Bell Canyon, CA 91307
81899xxxx7 aca******@o***.com
Karen Dry - Northwestern Mutual 21800 Oxnard St Ste 800 Woodland Hills, CA 91367
81888xxxx1 kar**********@n*.com 5 1 11 25
Edward Jones - Financial Advisor: Stuart M Laba, AAMS™ 171 E Thousand Oaks Blvd, Thousand Oaks, CA 91360
80549xxxx2 a.j*********@e**********.com 87613 100000
Drona Investments 160 Forrester Ct, Simi Valley, CA 93065
80523xxxx6 man********@g****.com
Emmk-group 752 Split Rock Ln, Oak park, CA 91377 80540xxxx3
Yekani Wealth Management & Real Estate 6300 Canoga Ave Ste 1100 Woodland Hills, CA 91367
80022xxxx9 sub***@y***********.com 4.1 14 3 4
Retirement; Planning Associates 200 N Westlake Blvd, Westlake Village, CA 91362
80549xxxx7 dni*****@r******.com
Churchill Management Group 920 Hampshire Rd Westlake Village, CA 91361 80537xxxx2
Ameriprise Financial Inc 31351 Via Colinas Ste 104 Westlake Village, CA 91362
81859xxxx1 ame****************@e*.ameriprise 132682 134000
Edward Jones - Financial Advisor: Regina Korossy 2535 Townsgate Rd Ste 211, Westlake Village, CA 91361 80541xxxx1
Strategic Financial 3262 E Thousand Oaks Blvd Thousand Oaks, CA 91362 80549xxxx2
Itule Real Estate Group 143 Triunfo Canyon Rd Ste 225-E Westlake Village, CA 91361
80537xxxx5 chr**@i*********.com
Edward Jones - Financial Advisor: Hugh Fisher 135 Macaw Ln Ste 110 Simi Valley, CA 93065
80552xxxx7 a.j*********@e**********.com 122 122
Ljr Tax Financial and Insurance Services 1445 E Los Angeles Ave Ste 114, Simi Valley, CA 93065 80558xxxx3 dat*****************@i****.de
Profit Stategies 31194 La Baya Dr Ste 100, Westlake Village, CA 91362
81870xxxx9 inf*@p*************.com 129 3 128
Community Real Estate Firm 2008 w 73rd st, los angeles, CA 90047 32336xxxx2 inf*@w***.com
Ameriprise Financial Advisors 65 W Easy St Unit 106 Simi Valley, CA 93065 80552xxxx4
Griswold Capital Strategies 272 Fieldstone Way, Simi Valley, CA 93065
80560xxxx2 ric****@g**************.net
Boyce & Associates - Ameriprise Financial Services 250 N Westlake Blvd Ste 200 Westlake Village, CA 91362
80598xxxx3 bro*************@a***.com 487 101 505
Moller Investment Group 6591 Collins Dr Ste E11 Moorpark, CA 93021
80529xxxx0 aad*******@d*********.com 1 1
Mosshart Wealth Management 920 Hampshire Rd Ste A4 Westlake Village, CA 91361
80549xxxx7 jpr*******@s*****.ad
Edward Jones - Financial Advisor: Kailey N Craig, ChFC® 2655 1st St Ste 140, Simi Valley, CA 93065
80530xxxx8 a.j*********@e**********.com 315 126 322
VS Associates Inc. 8501 Fallbrook Ave Ste 220, West Hills, CA 91304
81899xxxx3 cco****@v*****.com
Gavin Dunne - Allstate Financial Professional 11145 Tampa Ave Ste 20B Los Angeles, CA 91326
32363xxxx9 a****00@a*******.com 5 1
Waddell & Reed 299 W Hillcrest Dr Ste 112, Thousand Oaks, CA 91360
80537xxxx7 aam***@w******.com 20101 234 21000
American Express Financial Dennis Muehlenbach 23622 Calabasas Rd, Calabasas, CA 91302
81870xxxx5 ame******************@a***.com 132659 134000
Informatrac Inc 2828 Cochran St, Simi Valley, CA 93065
80528xxxx9 jam**************@i**********.com
Wells Fargo Wealth Management 2829 Townsgate Rd Ste 215 Westlake Village, CA 91361
80033xxxx4 a.b@w*****************.com
Morgan Stanley Wealth Management 199 W Hillcrest Dr, Thousand Oaks, CA 91360
21276xxxx0 aal*******@m************.com 113324 3094 131000
Geisbauer Wealth Management 2655 1st St Ste 250, Simi Valley, CA 93065
80555xxxx7 tim@g**************.com 135
Retirement; Planning Associates 200 N Westlake Blvd Ste 111 Westlake Village, CA 91362
80549xxxx7 dni*****@r******.com
Michael S Anton - Ameriprise Financial Services 5855 Topanga Canyon Blvd Ste 500 Woodland Hills, CA 91367
81822xxxx2 ant***********@a***.com 5 1 360 371
Commercial Capital Plus Inc 920 Hampshire Rd Ste A3 Westlake Village, CA 91361
31027xxxx4
Dash Investments 21600 Oxnard St Ste 1755 Woodland Hills, CA 91367
80054xxxx7 bec**@d**************.com 1 1
Allison Asset Mgmt 5939 Canoga Ave, Woodland Hills, CA 91367 81888xxxx9
Julie Stav 6018 Variel Ave Woodland Hills, CA 91367 81822xxxx4
Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC 3713 Alamo St Ste 200, Simi Valley, CA 93063
80552xxxx4 bre**********@a***.com 144 145
Arxis Wealth Management 2468 Tapo Canyon Rd, Simi Valley, CA 93063
80530xxxx0 cbo*****@a*********.com
Edward Jones 2629 Townsgate Rd Ste 135 Westlake Village, CA 91361
80549xxxx1 a.j*********@e**********.com 5 1 87612 100000
The Equity Firm 468 N Camden Dr, Beverly Hills, CA 90210 31086xxxx5
TD Ameritrade 650 S Westlake Blvd, Westlake Village, CA 91362
80536xxxx7 aam***********@t***********.com 3.9 8 646210 192 658000
Topa Insurance Company 24025 Park Sorrento Ste 300, Calabasas, CA 91302
81846xxxx0 ame****@t*******.com
Cirrus Asset Management, Inc. 20720 Ventura Blvd Ste 300, Woodland Hills, CA 91364
81822xxxx0 abu*******@c********.com 2.8 93
2 40
Simi Valley Investment Services 1445 E Los Angeles Ave, Simi Valley, CA 93065 80521xxxx7 dan@s***************.com
Michael J Chibidakis 18919 Nordhoff St Ste 6C Raymond James Financial Services, Inc Northridge, CA 91324
81833xxxx7 sup****@l*********.com 5 2
NLG Financial Services 20251 Ventura Blvd Ste E, Los Angeles, Ca 91364
81833xxxx1 cop***********@l*******.com 5 6 8183 10000
Pacific Oak Wealth Management 6303 Owensmouth Ave Fl 10 Los Angeles, CA 91367
31047xxxx9 sho***@p***********.com 5 1
MainStreet Financial Planning - Westlake Village 30700 Russell Ranch Rd Ste 250 Westlake Village, CA 91362
88889xxxx3 *nn*@m*****************.com 4.5 2 403 436
KGE Wealth Management Inc 5959 CA-27 #250 Ste 250, Woodland Hills, CA 91367
74790xxxx7 bpa**@k****.com
CGI Strategies 6300 Canoga Ave Woodland Hills, CA 91367
21345xxxx7 ach**@c************.com 1700
State Ust Fund Advisory 22930 Calabash St Woodland Hills, CA 91364 81822xxxx1
Escient Financial Simi Valley, CA 93065
80586xxxx5 a26*************************************@w*****************.com
Zephyr Investment Management, Inc. 3625 E Thousand Oaks Blvd Ste 145, Westlake Village, CA 91362
80549xxxx0 cmu***@z*******.com 5 1
Opis Companies 30 Hackamore Ln Ste 1, Bell Canyon, CA 91307
81899xxxx7 aca******@o***.com
A.J. Morgan & Company 8315 Beverly Blvd Ste 100 Los Angeles, CA 90048
32365xxxx4 c18*****************************@s*****.wixpress 3.8 13
Lentini Financial Advisory 24359 Walnut St Unit B Santa Clarita, CA 91321
66125xxxx3 adr****@l********.com 5 1
Jeffrey Taylor - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com 23
Jones Lang Lasalle 25152 Springfield Ct Ste 140, Valencia, CA 91355 66196xxxx0 aja********@j***************.com 167630 175000
Mission Wealth 468 Pennsfield Pl Ste 200 Thousand Oaks, CA 91360
80569xxxx6 ach****@m************.com
MethodM Wealth - Ameriprise Financial Services, LLC 3713 Alamo St Ste 200, Simi Valley, CA 93063
80552xxxx4 bre**********@a***.com 144 145
Edward Jones - Financial Advisor: Kyle W Lundberg 340 N Westlake Blvd Ste 165 Westlake Village, CA 91362
80549xxxx4 acc**********@e**********.com 5 1 113
JRS Investment Group 2867 Calendula Ct Thousand Oaks, CA 91360 80524xxxx0
Jeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com 23 23
Investment 22144 Clarendon St, Woodland Hills, CA 91367 81888xxxx0
Gerber Kawasaki Wealth & Investment Management 2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405
42456xxxx0 a18*****************************@s*****.wixpress 4.6 138 4.8 199 27708 27000
Wedbush Securities 5855 Topanga Canyon Blvd Ste 510, Woodland Hills, CA 91367
81822xxxx0 a.c**@w******.com 4510 289 4500
Jonathan Rowsey - Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 320, Calabasas, CA 91302
81870xxxx5 ada*************@a***.com 613 637
Cogent Independent Advisors Inc. 199 W Hillcrest Dr, Thousand Oaks, CA 91360
80558xxxx4 del***@c*************.com
T Jolls Incorporated 24283 Pacific Coast Hwy, Malibu, CA 90265 31045xxxx5
Peak Financial Planning 21201 Victory Blvd Ste 152 Canoga Park, CA 91303
81860xxxx9 eri*@t********.com
CenterPoint M & A Advisors 21550 Oxnard St Ste 960 Woodland Hills, CA 91367
81859xxxx7 chr**@c********.com
Gardena Financial 1516 W Redondo Beach Blvd, Gardena, CA 90247
42499xxxx9 4.8 35 4.7 159 50 54
Ladenburg Thalmann Financial Services 24003 Ventura Blvd, Calabasas, CA 91302
81844xxxx5 abr*********@l********.com
Nationwide Mortgage Group 21053 Devonshire St, Chatsworth, CA 91311 40864xxxx9 dom***@r***.ca
Alliance Shield 21550 W Oxnard St 3rd woodland hills, CA 91367
87781xxxx5
Morgan Stanley Dean Witter 267 W Hillcrest Dr Thousand Oaks, CA 91360 80549xxxx9 1 2
Cullen Fortier Asset Management 5655 Lindero Canyon Rd Ste 521 Westlake Village, CA 91362 81888xxxx9
CPR Financial & Insurance Services 1464 Madera Rd Ste N390 Simi Valley, CA 93065
87743xxxx7 adm**@c***********.com 3 2 5 5 203 8 204
Silberman Mitch Financial Network 5743 Corsa Ave Ste 210, Westlake Village, CA 91362 81899xxxx2 mit**@s**************.com
City National Bank - Valencia 24200 Magic Mountain Pkwy Ste 140 Valencia, CA 91355
66129xxxx0 ava********@c**.com 3.5 6 3.6 8 5371 151 5900
Agoura Hills Financial 21820 Burbank Blvd Ste 250 Woodland Hills, CA 91367
81870xxxx2 all****@a*******************.com 5 6 4.6 14 513 501
Polycomp Administrative Services 6400 Canoga Ave Ste 250 Woodland Hills, CA 91367
81871xxxx1 ada***@p*******.net 1 1
Oriah Zaguri Realtor Services Calabasas, CA 91302 81866xxxx7
Synergy Integrity Investments 66151xxxx8 cas*********@l*******.com
Lee Drukman Financial Services 29965 Trail Creek Dr, Agoura Hills, CA 91301 81899xxxx1 dom****@a***********.com
Trimax Properties 16027 Ventura Blvd Ste 515, Encino, CA 91436
81850xxxx9 ash***@t***************.com 1163 4 1100
Knapp Financial Advisors 23548 Calabasas Rd Ste 107 Calabasas, CA 91302 81822xxxx3 4 4
Edward Jones - Financial Advisor: Clark P Neel 484 E Los Angeles Ave Ste 207 Moorpark, CA 93021
80552xxxx5 a.j*********@e**********.com 32
BackNine Insurance and Financial Services, Inc. 310 N Westlake Blvd Ste 240 Westlake Village, CA 91362
80555xxxx3 ame***@b*******.com 4.9 188 5 202 763
Heritage Management & Investment 792 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 80549xxxx1
Money Concepts 12610 Jimeno Ave, Granada Hills, CA 91344 81836xxxx4 a@m************.com
Emily Trematerra - Associate Financial Advisor, Ameriprise Financial Services 31351 Via Colinas Ste 104, Westlake Village, CA 91362
81859xxxx1 dns*****@a***.com 46 45
Householder Group 16501 Ventura Blvd Ste 451, Encino, CA 91436 81838xxxx4 aar************@h***************.com
BlackStone Brokerage Group 5311 Topanga Cyn Blvd Ste 201 Woodland Hills, CA 91364
81860xxxx8 bri**@b******.us 5 3
N & S Investment Co 18345 Ventura Blvd Ste 510, Tarzana, CA 91356 81834xxxx0
Virtual Partners Group Inc 20938 Strathern St, Canoga Park, CA 91304
81871xxxx7 car**@v*******************.com 60 7 57
Legacy Group Realty 4680 E Los Angeles Ave Ste P, Simi Valley, CA 93063
80552xxxx4
Tamar Securities 21031 Ventura Blvd STE 1101, Woodland Hills, CA 91364
81891xxxx0 ami*@t**************.com 130 6 133
American Financial Network 23975 Park Sorrento Ste 250, Calabasas, CA 91302 81826xxxx4
A & H Kassabian 18345 Ventura Blvd, Tarzana, CA 91356
81860xxxx5 inf*@k***********.com
K-No Enterprises 5655 Lindero Canyon Rd Westlake Village, CA 91362 81887xxxx0
Cambridge Wealth Management 3717 E Thousand Oaks Blvd, Westlake Village, CA 91362 80541xxxx4
Edward Jones 4580 E Thousand Oaks Blvd, Westlake Village, CA 91362
80537xxxx4 a.j*********@e**********.com 87613 100000
Summit Wealth Managemnt Grp 400 Camarillo Ranch Rd, Camarillo, CA 93012
80538xxxx6 bar****@y***************.com 202 3 205
Online Trading Academy Los Angeles - Woodland Hills 21300 Victory Blvd Ste 100 Woodland Hills, CA 91367
81867xxxx7 abi*@t*************.com 3.9 42 109397 203 116000
Invisible Wealth 22222 Sherman Way Canoga Park, CA 91303 81888xxxx9
Platinum Capital Financial 5743 Corsa Ave, Westlake Village, CA 91362 81899xxxx0 alb*****@f**************.com
Harmony Mortgage Bankers 699 Hampshire Rd Ste 210 Westlake Village, CA 91361
80537xxxx1 Chr**@H********.com
Innovative Financial 980 Enchanted Way Ste 205 Simi Valley, CA 93065 80552xxxx0 3 4
Stock Confidential 22121 Clarendon St Ste 6392 Los Angeles, CA 91367
81838xxxx9
Reed Capital Management 3717 E Thousand Oaks Blvd Thousand Oaks, CA 91362
80527xxxx6 har*****@r********************.net
Royal Alliance Associates 2239 Townsgate Rd Ste 207 Westlake Village, CA 91361 80577xxxx0 2.3 3
Oren Saig 7100 Hayvenhurst Ave Ste 321, Van Nuys, CA 91406
31060xxxx3 inf*@m**************.com
Morton Capital Management 27200 Agoura Rd Ste 200 Agoura Hills, CA 91301
81822xxxx7 aba*******@m************.com 4.5 2 5 1 5 9 88
Investors Management Group 22144 Clarendon St Ste 303 Woodland Hills, CA 91367
31047xxxx0 amy*********@i****.com
Sunil Prabhakar - Ameriprise Financial Services 2345 Erringer Rd Ste 219 Simi Valley, CA 93065
80557xxxx0 dns*****@a***.com
Christopher Goodenough - Ameriprise Financial Services 3713 Alamo St Ste 200 Simi Valley, CA 93063
80552xxxx4 chr*********************@a***.com
Pavan Capital 2625 Townsgate Rd Westlake Village, CA 91361 80526xxxx1
Gareth E Rich Cfp 5210 Lewis Rd Agoura Hills, CA 91301 81888xxxx5
Liberty Construction and Investments 2975 E Hillcrest Dr, Ste 402, Thousand Oaks, CA 91362
80555xxxx6
Vapor Hub International 67 W Easy St Ste 115 Simi Valley, CA 93065
80558xxxx0
Hbsn Investment Comp 21201 Victory Blvd, Canoga Park, CA 91303 81870xxxx0
Investor’s Advantage 200 N Westlake Blvd Ste 109 West Lake Village, CA 91362
80549xxxx7 con****@w********.com 4.2 5
Edward Jones - Financial Advisor: Karen A Roberts, AAMS™ 23422 1/2 Lyons Ave, Santa Clarita, CA 91321
66128xxxx0 a.j*********@e**********.com 87613 100000
Platinum Trust Group 21900 Burbank Blvd Fl 3 Woodland Hills, CA 91367
70237xxxx5 bro***@p*****************.com 5 2 36
Rick H Koff - Financial Advisor, Ameriprise Financial Services 30700 Russell Ranch Rd Ste 250, Westlake Village, CA 91362
74722xxxx2 dns*****@a***.com 93 95
Velocity Mortgage Capital 30699 Russell Ranch Rd Ste 295 Westlake Village, CA 91362
86650xxxx3 ade*******@v***************.com 3.1 13 4.7 63 967 164 1000
ACap Asset Management, Inc. 16133 Ventura Blvd Ste 600, Encino, CA 91436
81827xxxx1 aca***@a*****.com
Edward Jones - Financial Advisor: Dan Rosen, AAMS™ 5950 Canoga Ave Ste 415, Woodland Hills, CA 91367
81834xxxx9 a.j*********@e**********.com 87612 100000
Edward Jones Invstmnts 870 Hampshire Rd Westlake Village, CA 91361 80549xxxx1
Edward Jones - Martina Vega 26701 McBean Pkwy Ste 150 Santa Clarita, CA 91355
81889xxxx4 a.j*********@e**********.com 5 1 213 446 232
Accord Management Systems 1429 E Thousand Oaks Blvd, Thousand Oaks, CA 91362
80523xxxx0 bi**@a*********.com 4.5 77 47669 48000
Pacific Assets Investment Corp 31360 Via Colinas, Westlake Village, CA 91362
31058xxxx0 awa***@n****.org 2099 20 2200
Schramm Financial Group 27951 Smyth Dr Ste 100 Valencia, CA 91355
66129xxxx5 aar************@r***********.com 5 1 17481 18000
California Commercial Investment Group 4530 E Thousand Oaks Blvd Ste 100, Westlake Village, CA 91362
80549xxxx0 ali**@c*******.com 3.5 49
Kyle Whitten - Financial Advisor, Ameriprise Financial Services 24025 Park Sorrento Ste 320, Calabasas, CA 91302
81870xxxx5 ada*************@a***.com 613 637
Garrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services 31351 Via Colinas Ste 104, Westlake Village, CA 91362
81859xxxx1 dns*****@a***.com 46 45
Turnberry Financial Service of California 650 Hampshire Rd Ste 100 Westlake Village, CA 91361
80537xxxx0
Lamia Financial Group 100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360
80549xxxx7 a@l*************.com 336 37 348
Alejandro G Lewin - Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 505 Woodland Hills, CA 91367
31034xxxx1 ale**************@a***.com 491 500
Spach & Associates - Ameriprise Financial Services 24025 Park Sorrento Ste 440, Calabasas, CA 91302
81826xxxx0 dns*****@a***.com 28 34
Diaz Insurance Winnetka, CA 91306
81825xxxx1
Envy Financial Calabasas, CA 91301
90955xxxx0 agu************@g****.com 5 4 76 2 77
Ameriprise Financial Services 6355 Topanga Canyon Blvd Ste 520 Woodland Hills, CA 91367
81870xxxx2 dns*****@a***.com
Wells Fargo Private Bank 15760 Ventura Blvd, Encino, CA 91436
81838xxxx0 aar**********@w*********.com 153037 11
Carney Wealth Management 5655 Lindero Canyon Rd, Westlake Village, CA 91362 81887xxxx0
Pure Financial Advisors 6320 Canoga Ave Ste 920 Woodland Hills, CA 91367
81880xxxx0 abb********@p************.com 5 1 1667 1700
Fidelity Investments 111 S Westlake Blvd Ste 103, Thousand Oaks, CA 91362
80549xxxx2 a61****@f*******.com 329265 353000
Selected Capital Management 23536 Clarendon St Woodland Hills, CA 91367 81899xxxx4
McCaffrey Insurance Services - New York LIfe Insurance Company 4525 Industrial St Ste 4-A Simi Valley, CA 93063
80552xxxx0 cid*************@n**********.com 5 1
Escient Financial 754 Verdemont Cir, Simi Valley, CA 93065
80586xxxx5 a26*************************************@w*****************.com
Axianta Financial Partners 26570 Agoura Rd Ste 120 Calabasas, CA 91302
81846xxxx6 ann**@a*******.com 3.8 19
Mike Wolf & Associates 207 W Los Angeles Ave Ste 343 Moorpark, CA 93021
80522xxxx0 2c5*************************************@w*****************.com 5 1
Gabler, Nino & Associates - Ameriprise Financial Services 3027 Townsgate Rd Ste 200 Westlake Village, CA 91361
80527xxxx9 ant************@a***.com 27 28
R & K Investments 2951 E Thousand Oaks Blvd Thousand Oaks, CA 91362 80549xxxx3
Mission Wealth 370 N Westlake Blvd Ste 100, Westlake Village, CA 91362
80537xxxx3 ach****@m************.com
KM Management, Inc. 6320 Canoga Ave Ste 1500, Woodland Hills, CA 91367
81888xxxx2 chr******@k***********.com
Morgan Stanley 100 N Westlake Blvd, Westlake Village, CA 91362
80549xxxx1 acm***********@m************.com
Ameriprise Financial Advisors 2345 Erringer Rd Ste 219 Simi Valley, CA 93065
80557xxxx0 aar**************@a***.com 132679 134000
Edward Jones - Financial Advisor: Kailey N Craig, ChFC® 2655 First St UNIT 140, Simi Valley, CA 93065
80530xxxx8 a.j*********@e**********.com 5 16
Mitch Silberman & Associates 28720 Roadside Dr Agoura Hills, CA 91301 81899xxxx2
Merrill Lynch Wealth Management 21215 Burbank Blvd Ste 610, Woodland Hills, CA 91367
80087xxxx1 ban********************@m*.com
Edward Jones - Financial Advisor: Tom Yoon 2659 Townsgate Rd Ste 111 Westlake Village, CA 91361
80537xxxx4 a.j*********@e**********.com 87612 100000
BitXchange Company 19849 Nordhoff St Northridge, CA 91324
74720xxxx1
Providence Financial and Insurance Services 20335 Ventura Blvd Ste 125 Woodland Hills, CA 91364
81888xxxx3 ant************@p*********************.com 5 15 1312 146
Mutual Securities 807 Camarillo Springs Rd Ste A, Camarillo, CA 93012
80576xxxx0 a@m***************.com
Muskat Financial 990 Enchanted Way Ste 107, Simi Valley, CA 93065
80026xxxx8 al@m**************.com
Rick H Koff - Ameriprise Financial Services 24025 Park Sorrento Ste 320 Calabasas, CA 91302
81870xxxx5 dns*****@a***.com 93 95
Financial Counsel 23564 Calabasas Rd Ste 206 Calabasas, CA 91302 81822xxxx3
The Warren Group Wealth Management, Inc. 2555 Townsgate Rd Ste 300 Westlake Village, CA 91361
81881xxxx1 ama*************@w****************.com 5 2 5 9
Edward Jones - Financial Advisor: Diana Reyes 26701 McBean Pkwy Ste 150 Santa Clarita, CA 91355
81889xxxx4 a.j*********@e**********.com 5 4 97
Edward Jones - Financial Advisor: Chelsea L Reed 2655 First St Ste 140 Simi Valley, CA 93065
80530xxxx8 a.j*********@e**********.com 136 3 142
Triumvirate Advisors Group, Inc 2655 First St #250, Simi Valley, CA 93065 80549xxxx5
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services 100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360
80577xxxx5 ang******************@a***.com 5 2 126 130
IV Investments, LP 22020 Clarendon St, Woodland Hills, CA 91367
81888xxxx0 amy*********@i****.com
Geordie Crossan Cfp 340 N Westlake Blvd Ste 112, Westlake Village, CA 91362 81899xxxx9
Silvers Financial Services 21730 Devonshire St Los Angeles, CA 91311
81871xxxx3 c18*****************************@s*****.wixpress 5 7
Hankey Investment Co 27450 Pacific Coast Hwy, Malibu, CA 90265 31058xxxx3
U.S. Bancorp Investments - Financial Advisors: Mark Velador 1445 E Los Angeles Ave, Simi Valley, CA 93065
80541xxxx0 aar************@u*****.com 345245 5474 348000
Lnn Investments 17039 Roscoe Blvd, Northridge, CA 91325 81834xxxx8
Mellon 1st Business Bank Auto Finance 15821 Ventura Blvd, Encino, CA 91436 81878xxxx5
Cullen Fortier Asset Management 5655 Lindero Canyon Rd, Westlake Village, CA 91362 81888xxxx9
Ameriprise Financial Services Inc- Mark Kamerman Senior Financial Advisor 65 W Easy St Ste 106, Simi Valley, CA 93065 80528xxxx9
Crypto Plus Consultants 5807 Topanga Canyon Blvd E307 San Fernando Valley, CA 91367 74726xxxx0
Williams Paul R PHD 60 W Olsen Rd Thousand Oaks, CA 91360 80549xxxx0
Gerome Art 5655 Lindero Canyon Rd Westlake Village, CA 91362 81870xxxx7
IRA in Gold 2945 Townsgate Rd Ste 200 Westlake Village, CA 91361
87736xxxx9 5 9
Daily M F Investment Co 2357 Pickwick Dr, Camarillo, CA 93010
80548xxxx1 dai**@m******.com
Merrill Lynch 3967 E Thousand Oaks Blvd Ste C Westlake Village, CA 91362
80549xxxx0 aas***********@m*.com
Hiller Enterprise 6200 Canoga Ave Ste 212 Woodland Hills, CA 91367
81851xxxx8 mic****@h***************.com 5 27 5 5 227 7 260
Tremblay Financial Services 2815 Townsgate Rd Westlake Village, CA 91361
80556xxxx2 ada*@t****************.com 1 1 4 5 401 6 406
Financial Network Investment 990 Enchanted Way Simi Valley, CA 93065 80530xxxx5
Winthco Wealth Management 1871 Tapo St Simi Valley, CA 93063
80558xxxx0 apr**@w******.com 5 2
Dukes Wealth Management 650 S Westlake Blvd Ste 205, Westlake Village, CA 91362
80544xxxx0 chr********@d*************.com
James Hutchinson - Raymond James 16133 Ventura Blvd, Encino, CA 91436
81852xxxx0
Alliance Gold Group 6700 Fallbrook Ave Ste 100 West Hills, CA 91307
87725xxxx6
Retirement Wealth Center 100 E Thousand Oaks Blvd Ste 276 Thousand Oaks, CA 91360
31033xxxx5 pet**@r*********************.com
O’Sullivan Denis 2500 Townsgate Rd Ste G Westlake Village, CA 91361 80537xxxx4
P & L Investments 5409 Rozie Ave Woodland Hills, CA 91367 81888xxxx0
Khp Enterprises 15840 Ventura Blvd, Encino, CA 91436 81890xxxx0
Lev Investments 26527 Agoura Rd Ste 200, Calabasas, CA 91302 81838xxxx4
Rondini Realty and Financial Services Los Angeles, CA 91344
32364xxxx2 5 7
Morgan Stanley Wealth Management 100 N Westlake Blvd, Westlake Village, CA 91362
80537xxxx1 acm***********@m************.com
Scott Wilcox - Ameriprise Financial Services 250 N Westlake Blvd Ste 200 Westlake Village, CA 91362
80598xxxx3 bro*************@a***.com 2 487 101 505
Bucks County Financial Planning Group 100 N Westlake Blvd Ste 203 Westlake Village, CA 91362
80543xxxx0 bcf******@d*************.com 5 3
The Strategy Partners 28338 Constellation Rd Ste 900 Santa Clarita, CA 91355
66136xxxx6 5 1