Rick Fuller Inc. |
5079 Lone Tree Way, Antioch, CA 94531 |
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92523xxxx0 |
ahm***@r*********.com |
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5 |
19 |
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David Persin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92527xxxx7 |
dav*********@r**.com |
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Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
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41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107360 |
16353 |
108000 |
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Eissner Financial Services |
100 Cortona Way Ste 120, Brentwood, CA 94513 |
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92563xxxx7 |
ema****@m***********.com |
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Creative Planning |
1331 N California Blvd UNIT 110, Walnut Creek, CA 94596 |
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86627xxxx8 |
a.j******@c***************.com |
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6352 |
126 |
7200 |
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The Phil Penn Corp Of Investing |
Pittsburg, CA 94565 |
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70756xxxx8 |
mrp*******@y****.com |
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Batkhuu Batjargal - Financial Advisor |
2507 Somersville Rd, Antioch, CA 94509 |
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41540xxxx4 |
aab****@b************.com |
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40846 |
177 |
41000 |
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Abundant Financial & Insurances Services |
39899 Balentine Dr Newark, CA 94560 |
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51036xxxx4 |
she****@a******.com |
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Mia’s Fiduciary Services |
1271 Washington Ave, Ste 908, San Leandro, CA 94577 |
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51082xxxx1 |
bus*****@m*******.net |
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Hutchinson Wealth Management Team - Stifel |
500 Ygnacio Valley Rd #490, Walnut Creek, CA 94596 |
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92574xxxx5 |
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The Diamond Group Wealth Advisors |
6101 Bollinger Canyon Rd Suite 367, San Ramon, CA 94583 |
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92521xxxx0 |
dyl*******@d*************************.com |
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Stephenson Co |
1220 Diamond Way #260, Concord, CA 94520 |
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92567xxxx0 |
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Gemmer Asset Management |
1655 N Main St STE 360, Walnut Creek, CA 94596 |
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92593xxxx6 |
anm**@g********.com |
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Baird Wealth Management, LLC |
26 La Vista Way, Danville, CA 94506 |
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92585xxxx4 |
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1 |
1 |
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The Olin Financial Group |
2033 N Main St #600, Walnut Creek, CA 94596 |
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92574xxxx7 |
oli***************@w*********.com |
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East Bay Real Estate Investments |
35 Quail Ct Suite 304, Walnut Creek, CA 94596 |
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51034xxxx8 |
d.j@e****************.com |
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CAVU Wealth Advisors, LLC |
1220 Oakland Blvd #200, Walnut Creek, CA 94596 |
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92538xxxx2 |
hil***@c*********.com |
5 |
1 |
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140 |
8 |
205 |
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Saylor Financial Services |
1320 Willow Pass Rd Suite 600, Concord, CA 94520 |
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88883xxxx6 |
gre**@s**************.com |
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Morgan Stanley Financial Advisors |
4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 |
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92573xxxx0 |
acc**********@m************.com |
3 |
4 |
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Grant Private Wealth Management |
1601 N Main St UNIT 204, Walnut Creek, CA 94596 |
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92537xxxx0 |
gra**@g***********.com |
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31 |
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Fullerton Advisors, LLC |
318 Diablo Rd, Danville, CA 94526 |
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92548xxxx8 |
hkq*******@w******************.com |
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Key Focus Wealth LLC |
2603 Camino Ramon #418, San Ramon, CA 94583 |
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92527xxxx7 |
inf*@k*************.com |
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Cox and Lyons Financial Services |
924 Flintrock Dr, Antioch, CA 94509 |
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92524xxxx1 |
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Nick Crane - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
91693xxxx3 |
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RoMarCo Properties |
Brentwood, CA 94513 |
|
80095xxxx2 |
pau**@r****************.com |
3.5 |
4 |
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Sea-Siders Financials |
2924 El Monte Way, Antioch, CA 94509 |
|
51045xxxx1 |
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582084 |
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46 |
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Eldred Robert J |
3240 Lone Tree Wy #102, Antioch, CA 94509 |
|
92575xxxx0 |
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5 |
1 |
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AssetMark |
1655 Grant St 10TH FLOOR, Concord, CA 94520 |
|
80066xxxx5 |
aag****@a********.com |
4 |
1 |
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342 |
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484 |
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Crofton Capital Management |
1615 Bonanza St Ste 403, Walnut Creek, CA 94596 |
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92593xxxx0 |
cra**@c********.com |
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Bowhay Investments, LLC |
1036 Country Club Dr Suite 206, Moraga, CA 94556 |
|
41550xxxx8 |
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Devil Mountain Investment Management |
171 Front St Suite 102, Danville, CA 94526 |
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92538xxxx9 |
chr********@d*******.com |
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91 |
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Presidio Group Wealth Management |
1850 Mt Diablo Blvd, Walnut Creek, CA 94596 |
|
92527xxxx0 |
ale*********@p**************.com |
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Protected Investors of America |
1550 Parkside Dr #260, Walnut Creek, CA 94596 |
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92574xxxx2 |
ag@p*****************.com |
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Retirement Wealth & Tax Advrs |
3478 Buskirk Ave # 270, Pleasant Hill, CA 94523 |
|
92593xxxx0 |
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GKV Capital Management |
1350 Treat Blvd UNIT 260, Walnut Creek, CA 94597 |
|
92562xxxx0 |
cbe*****@g*********.com |
5 |
1 |
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Genworth Wealth |
2300 Contra Costa Blvd, Pleasant Hill, CA 94523 |
|
92568xxxx8 |
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Interchange Brokerage Company |
1017 H St, Antioch, CA 94509 |
|
41586xxxx5 |
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5 |
1 |
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IFC and Insurance Marketing, Inc. |
102 El Dorado St Auburn, CA 95603 |
|
53088xxxx0 |
dav**@i*****.com |
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5 |
5 |
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Edward Jones - Financial Advisor: Ariel J Castillo |
555 1st St Ste 104, Benicia, CA 94510 |
|
70774xxxx3 |
a.j*********@e**********.com |
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The True Life Companies |
12647 Alcosta Blvd Suite 470, San Ramon, CA 94583 |
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aba***@t******************.com |
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1173 |
26 |
1100 |
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Heritage Wealth Advisors - Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
ale********@a***.com |
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375 |
39 |
423 |
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Merrill Lynch Wealth Management |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92594xxxx0 |
ale*********@m*.com |
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RBC Wealth Management Branch - Walnut Creek |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx0 |
rbc*********@r**.com |
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Wells Financial Group |
1850 Mt Diablo Blvd, Walnut Creek, CA 94596 |
|
92593xxxx7 |
aeg***@v******.com |
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Blue Line |
5087 Lone Tree Wy, Antioch, CA 94531 |
|
92575xxxx0 |
jan*******@e******.com |
3.9 |
21 |
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1040 |
|
1000 |
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My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
1 |
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BPGE Capital Management |
100 Pringle Ave, Walnut Creek, CA 94596 |
|
41543xxxx0 |
Inf*@b**********.com |
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Acre Investment Company, LLC |
4683 Chabot Dr #220, Pleasanton, CA 94588 |
|
92552xxxx1 |
abh*****@a**************.com |
5 |
1 |
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Tucker, David |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92594xxxx2 |
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Wilkinson Wealth Management |
300 Frank H. Ogawa Plaza STE 252, Oakland, CA 94612 |
|
51062xxxx0 |
aly***@s*************.com |
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106 |
3 |
158 |
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Pacific Investment Management Company |
11 Orchard Ct, Alamo, CA 94507 |
|
92521xxxx8 |
aam***********@p****.com |
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Costello Investment Advisor |
1753 Green Valley Rd Danville, CA 94526 |
|
92578xxxx3 |
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Wallace Advisory Group |
3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549 |
|
92528xxxx0 |
inf*@w**************.com |
5 |
3 |
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Bay Area Wealth Management - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
|
92574xxxx9 |
acm***********@m************.com |
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United Realty Company of CA, Inc. |
8290 Brentwood Blvd, Brentwood, CA 94513 |
|
41576xxxx1 |
pro*****@u*************.com |
5 |
1 |
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Investwithsteve |
|
|
92558xxxx6 |
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New Evolution Ventures |
3595 Mount Diablo Blvd STE 300, Lafayette, CA 94549 |
|
92529xxxx0 |
all**@c*****.com |
1 |
1 |
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Sara Farner - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
|
92593xxxx0 |
acc**********@m************.com |
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Northwestern Mutual |
3021 Citrus Cir #290, Walnut Creek, CA 94598 |
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92593xxxx1 |
a.-***********@n*****************.com |
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107320 |
16243 |
108000 |
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Kelly F Crane Cfp CLU Cfa |
2255 Contra Costa Blvd, Pleasant Hill, CA 94523 |
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92582xxxx3 |
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James Carbonell - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92527xxxx1 |
car***************@r**.com |
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Vista Terrace |
1335 Mt Pisgah Rd, Walnut Creek, CA 94596 |
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92593xxxx6 |
gtu****@m******************.com |
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Perseus Wealth |
370 Diablo Rd UNIT 209, Danville, CA 94526 |
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92593xxxx0 |
inf*@p************.com |
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Kimberly Beatty - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92527xxxx5 |
dav*********@r**.com |
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U.S. Bank ATM - Solano Public Market |
1611 Solano Way, Concord, CA 94520 |
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80087xxxx7 |
aar************@u*****.com |
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345246 |
5474 |
348000 |
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Jacquelyn C Wright - Edward Jones |
100 Cortona Way Ste 240 Brentwood, CA 94513 |
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92524xxxx7 |
a.j*********@e**********.com |
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5 |
2 |
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291 |
18 |
324 |
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York, Brandon |
1331 N California Blvd, Walnut Creek, CA 94596 |
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92594xxxx4 |
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Wahl Susanna investmt rep |
613 1st St Brentwood, CA 94513 |
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92524xxxx5 |
a.j*********@e**********.com |
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Titan Real Estate Investments |
32 Kensington Ct Alamo, CA 94507 |
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92555xxxx5 |
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Bay Street Capital Holdings |
Palo Alto, CA 94301 |
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65044xxxx4 |
axx***@b***********************.com |
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Alamo Capital |
201 N Civic Dr STE 180, Walnut Creek, CA 94596 |
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92547xxxx0 |
aag******@a***********.com |
4.3 |
14 |
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949 |
24 |
974 |
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Green Robert |
14850 Highway 4 # A273, Discovery Bay, CA 94505 |
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51038xxxx2 |
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C C & L Investments |
35 Alamo Oaks Ln, Alamo, CA 94507 |
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92582xxxx4 |
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Indigo Sky Partners, LLC |
1990 N California Blvd 8th floor, Walnut Creek, CA 94596 |
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41548xxxx4 |
mar***@i****************.com |
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Laurus Financial Group |
1501 N Broadway suite 230, Walnut Creek, CA 94596 |
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92525xxxx0 |
ami*@l**********.org |
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Litman Gregory Asset Management |
1676 N California Blvd Ste 500, Walnut Creek, CA 94596 |
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92525xxxx9 |
ama**********************@l***.com |
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Granite Capital Management |
5707 Redwood Rd # 3, Oakland, CA 94619 |
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51033xxxx0 |
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Charles Schwab |
1231 S California Blvd, Walnut Creek, CA 94596 |
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92597xxxx0 |
app*******************@s*****.com |
2.9 |
22 |
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Lodestar Private Asset Management |
3201 Danville Blvd Ste 275, Alamo, CA 94507 |
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92583xxxx4 |
ant****@l**********.com |
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Stewart & Patten Co LLC |
3675 Mount Diablo Blvd Suite 340, Lafayette, CA 94549 |
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41542xxxx2 |
inf*@s***************.com |
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Cartercorp Consulting Group |
357 Aguilar Pl, Pittsburg, CA 94565 |
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92542xxxx0 |
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Lanyx Corporation |
4824 Bridle Ct, Antioch, CA 94531 |
|
41537xxxx6 |
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42 |
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United Capital Financial Advisors |
1350 Treat Blvd Suite 340, Walnut Creek, CA 94597 |
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41541xxxx0 |
car****@u******************.com |
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KGill Homes |
760 Camino Ramon Ste 200, Danville, CA 94526 |
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51043xxxx9 |
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5 Star Property Management |
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92538xxxx7 |
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5 |
1 |
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27 |
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iFundRE.net |
404 Ridgewood Ct, Antioch, CA 94509 |
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92526xxxx2 |
joh*@i******.net |
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66 |
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BPGE Capital Management LLC |
100 Pringle Ave, Walnut Creek, CA 94596 |
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92597xxxx8 |
Inf*@b**********.com |
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Bfm Wealth Management |
2610 Crow Canyon Rd STE 140, San Ramon, CA 94583 |
|
92583xxxx4 |
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5 |
2 |
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True Wealth Advisory Group |
1600 S Main St UNIT 202, Walnut Creek, CA 94596 |
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92593xxxx6 |
inf*@t****************.com |
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Prime Meridian Income Fund LP |
2121 N California Blvd Ste 830, Walnut Creek, CA 94596 |
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92535xxxx5 |
ach*****@p*******.com |
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Cojo Bay Advisors |
14850 CA-4 # A273, Discovery Bay, CA 94505 |
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51038xxxx2 |
inf*@c******.com |
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5 |
7 |
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883 |
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Northwestern Mutual - Frederic Marschner |
100 Pringle Ave, Walnut Creek, CA 94596 |
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92529xxxx4 |
fre***********@n*.com |
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Ameriprise Financial Advisors |
5356 Clayton Rd Ste 211 Concord, CA 94521 |
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92568xxxx3 |
ame****************@e*.ameriprise |
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132679 |
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134000 |
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ETP Wealth Management |
2950 Buskirk Ave #300, Walnut Creek, CA 94597 |
|
92593xxxx6 |
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Bamboo Investment Management |
25A Crescent Dr #1511, Pleasant Hill, CA 94523 |
|
40864xxxx6 |
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5 |
4 |
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BayBridge Capital Group |
5976 W Las Positas Blvd Suite 124, Pleasanton, CA 94588 |
|
88844xxxx4 |
bbu*****@b**********.com |
4.6 |
11 |
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Major Wealth Financials |
Antioch, CA 94509 |
|
87725xxxx0 |
adm**@m********************.com |
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Umpqua Bank |
3700 Lone Tree Way, Antioch, CA 94509 |
|
92552xxxx7 |
aam*********@u*********.com |
4.6 |
5 |
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3.9 |
1189 |
50653 |
669 |
49000 |
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Lovell Wealth Management |
1990 N California Blvd # 830, Walnut Creek, CA 94596 |
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92593xxxx2 |
a@l*********************.com |
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26 |
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National Investing Advisors, LLC |
1800 Sutter St Ste 500, Concord, CA 94520 |
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92524xxxx4 |
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Capital Management Advisor Group |
1283 Boulevard Way, Walnut Creek, CA 94595 |
|
92593xxxx0 |
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Asset Allocation Advisors Inc |
1850 Mt Diablo Blvd, Walnut Creek, CA 94596 |
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92594xxxx0 |
82c*************************************@w*****************.com |
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Stephen Lacy - KW Commercial |
225 Valencia St San Francisco, CA 94103 |
|
41592xxxx0 |
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5 |
1 |
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Mercer Partners Wealth Management |
1243 Alpine Rd #219, Walnut Creek, CA 94596 |
|
92593xxxx0 |
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Meyers, Bruce |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92594xxxx0 |
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Summit Brokerage Services Inc |
3478 Buskirk Ave #245, Pleasant Hill, CA 94523 |
|
92597xxxx3 |
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Sfg Tech Center Investors |
2000 Clayton Rd, Concord, CA 94520 |
|
92584xxxx6 |
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Robert F. Carmichael - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx0 |
wms**********@r**.com |
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|
14640 |
|
16000 |
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Vision Starr Capital Investments Tax Help LLC |
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92541xxxx0 |
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Merrill Investment & Retirement Financial Center |
6261 Lone Tree Wy, Brentwood, CA 94513 |
|
92562xxxx0 |
dom*****************@b************.com |
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Master Wealth |
809 Podva Rd, Danville, CA 94526 |
|
51058xxxx0 |
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Paulson Investment Company, LLC |
1255 Treat Blvd # 300, Walnut Creek, CA 94597 |
|
50324xxxx0 |
aca********@p****************.com |
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TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
|
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5 |
3 |
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Rodvien, Jeffrey |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92594xxxx5 |
joh*******@c*.rbcwealthmanagement |
|
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|
14640 |
|
16000 |
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Armian Group |
1343 Locust St, Walnut Creek, CA 94596 |
|
92547xxxx0 |
ali**@a****.com |
|
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9 |
|
9 |
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Henry Alpha |
Concord, CA 94521 |
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41529xxxx7 |
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Edward Jones - Financial Advisor: William C Martinek |
2200 Sand Creek Rd Ste F, Brentwood, CA 94513 |
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92539xxxx1 |
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Modern Wealth Partners |
3000 Executive Pkwy, San Ramon, CA 94583 |
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92565xxxx8 |
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Braddock Family Office |
1350 Treat Blvd, Walnut Creek, CA 94597 |
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92532xxxx0 |
rsc******@b*********.com |
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Collabria Capital Inc. |
2603 Camino Ramon Suite 200, San Ramon, CA 94583 |
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92527xxxx1 |
inf*@c***************.com |
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Lobdell & Lane Wealth Management |
831 E 2nd St Suite 202, Benicia, CA 94510 |
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70774xxxx9 |
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2 |
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The Du Borg Group at RBC |
1331 N California Blvd Suite 650, Walnut Creek, CA 94596 |
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92527xxxx2 |
haw*****@r**.com |
5 |
1 |
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Vitucci & Associates |
877 Ygnacio Valley Rd Ste 220, Walnut Creek, CA 94596 |
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92547xxxx0 |
car*****@d******************.com |
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Highway Four Investor |
1221 California Ave, Pittsburg, CA 94565 |
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92547xxxx2 |
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The Tucker Crane Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92594xxxx2 |
joh*******@c*.rbcwealthmanagement |
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Pioneer Advisory |
25 Sullivan Dr, Moraga, CA 94556 |
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92525xxxx5 |
rya*@p************.com |
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The Meyers Investment Team |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92594xxxx0 |
joh*******@c*.rbcwealthmanagement |
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Robert Dawson - LPL Financial. |
2910 Camino Diablo # 110, Walnut Creek, CA 94597 |
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92567xxxx0 |
rob***@d********.com |
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Summitry |
919 E Hillsdale Blvd STE 150, Foster City, CA 94404 |
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65021xxxx0 |
atj*******@s*******.com |
5 |
2 |
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Spence, Chris |
1331 N California Blvd, Walnut Creek, CA 94596 |
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92594xxxx5 |
joh*******@c*.rbcwealthmanagement |
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Protected Investors of America |
2255 Contra Costa Blvd Ste 207, Pleasant Hill, CA |
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92568xxxx3 |
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Dudum Financial |
3505 Mount Diablo Blvd, Lafayette, CA 94549 |
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80057xxxx0 |
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Loomba Investment Group |
2022 Lynwood Way, Antioch, CA 94509 |
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92532xxxx3 |
inf*@l***********.com |
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48 |
559 |
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583 |
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Diamond Oak Wealth Partners - James Bassett |
2333 San Ramon Valley Blvd # 450, San Ramon, CA 94583 |
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92547xxxx7 |
ran*************@d***************.com |
5 |
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Vitucci Integrated Planning |
2890 N Main St #201, Walnut Creek, CA 94596 |
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92537xxxx0 |
coa***@v************************.com |
4 |
4 |
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The Baldwin Fraser Group - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
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92574xxxx5 |
acc**********@m************.com |
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RCG CPA & Advisors, LLP |
5141 Lone Tree Wy Suite A, Antioch, CA 94531 |
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92570xxxx4 |
inf*@r******.com |
5 |
1 |
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Ian McGee - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
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92529xxxx0 |
car************@a***.com |
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261 |
10 |
277 |
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Enso Wealth Management |
89 Davis Rd # 160, Orinda, CA 94563 |
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92595xxxx2 |
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GBA Wealth Group |
1390 Willow Pass Rd #900, Concord, CA 94520 |
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92594xxxx4 |
inf*@g*************.com |
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Cristin Kiper Sanchez |
459 Main St Pleasanton, CA 94566 |
|
92558xxxx9 |
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Edelman Financial Engines |
370 Diablo Rd #201, Danville, CA 94526 |
|
92583xxxx0 |
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Tilden Properties |
156 Diablo Rd, Danville, CA 94526 |
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92593xxxx6 |
dwr****@t***************.com |
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Thompson Realty Group, Shonn Thompson-Broker/Owner |
5179 Lone Tree Wy, Antioch, CA 94531 |
|
92575xxxx1 |
sho**@t*******************.com |
5 |
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Parks Property Management |
845 Vernazze Ct, Brentwood, CA 94513 |
|
92550xxxx0 |
gdp*********@g**********.com |
4.6 |
54 |
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Edward Jones - Financial Advisor: Sam S Parwiz |
201 Sand Creek Rd Ste D, Brentwood, CA 94513 |
|
92551xxxx1 |
acc**********@e**********.com |
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87612 |
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100000 |
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O'Donnell Financial Group |
1535 N Main St # 200, Walnut Creek, CA 94596 |
|
86649xxxx0 |
bet*@o********.com |
3 |
2 |
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195 |
4 |
208 |
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Cerity Partners |
3595 Mount Diablo Blvd STE 300, Lafayette, CA 94549 |
|
41567xxxx0 |
aba****@c*************.com |
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Wilson Josh |
1990 N California Blvd, Walnut Creek, CA 94596 |
|
92583xxxx3 |
ame******************@a***.com |
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132683 |
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134000 |
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Ian Longtin - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
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187 |
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187 |
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Rockefeller Capital Management |
1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596 |
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abc****@r*****.com |
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Paramount Capital Corporation |
1449 Creekside Dr, Walnut Creek, CA 94596 |
|
41530xxxx5 |
jjo@p*******************.com |
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The VC / PE Team - Morgan Stanley |
1333 N California Blvd UNIT 133, Walnut Creek, CA 94596 |
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92574xxxx7 |
acc**********@m************.com |
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Theodore D Johnson III: Primerica - Financial Services |
3240 Lone Tree Wy STE 202, Antioch, CA 94509 |
|
92584xxxx0 |
aat**@p********.com |
5 |
3 |
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149625 |
3793 |
162000 |
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Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management |
111 Deerwood Rd STE 200, San Ramon, CA 94583 |
|
92585xxxx0 |
ser****@f******************.com |
5 |
2 |
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17 |
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Attain Wealth Protection, Inc. |
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 |
|
20927xxxx0 |
inf*@a*********************.com |
5 |
3 |
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Sabrina Julian Investment Services |
1390 Willow Pass Rd #900, Concord, CA 94520 |
|
92546xxxx0 |
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Insight Capital Management |
2001 Crow Canyon Rd #150, San Ramon, CA 94583 |
|
92536xxxx1 |
inf*@i*************.com |
5 |
17 |
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PEAK360 Wealth Management, LLC. |
2404 San Ramon Valley Blvd Suite 200, San Ramon, CA 94583 |
|
92527xxxx0 |
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Billy Guan, Real Estate and Financial Professional |
Walnut Creek, CA 94596 |
|
53034xxxx4 |
ali****@r********.com |
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5 |
4 |
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Itineris Financial Advisors |
1990 N California Blvd #302, Walnut Creek, CA 94596 |
|
92546xxxx7 |
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Edward Jones - Financial Advisor: Judith S Feuer |
3201 Danville Blvd Ste 162, Alamo, CA 94507 |
|
92571xxxx7 |
a.j*********@e**********.com |
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Carrano Financial Services |
Concord, CA 94521 |
|
92545xxxx5 |
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Mike Isola-RBC Wealth Management Financial Advisor |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx3 |
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Merrill Lynch Wealth Management |
1331 N California Blvd suite 400/700, Walnut Creek, CA 94596 |
|
92594xxxx0 |
ali*************@m*.com |
5 |
1 |
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David Bobrowsky, Certified Financial Planner |
1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596 |
|
92532xxxx9 |
dbo*******@g*************.com |
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East Bay Wealth Management Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx7 |
dav*********@r**.com |
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Pensionalysis, Inc. |
522 San Anselmo Ave San Anselmo, CA 94960 |
|
41545xxxx4 |
chi*@p************.com |
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1 |
1 |
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Samantha Quintanilla - Keller Williams Peninsula Estates |
1430 Howard Ave, Burlingame, CA 94010 |
|
65097xxxx9 |
acc**********@k*.com |
5 |
4 |
5 |
19 |
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199106 |
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TIAA Financial Services |
1676 N California Blvd Suite 119, Walnut Creek, CA 94596 |
|
88835xxxx6 |
acc******************@t***.org |
5 |
1 |
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90933 |
529 |
91000 |
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A. Meadows Property Management |
3373 Main St, Oakley, CA 94561 |
|
92562xxxx5 |
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2 |
7 |
Paulson Investment Company, LLC |
1255 Treat Blvd Ste 300, Walnut Creek, CA |
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|
aca********@p****************.com |
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Martin Gewing - Prudential Financial |
2010 Crow Canyon Pl Ste 240, San Ramon, Ca 94583 |
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92530xxxx4 |
aar*******************@p*********.com |
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Jhahleh’s Consulting Services |
4719 Quail Lakes Dr Stockton, CA 95207 |
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20997xxxx9 |
fil***@g******.com |
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Lewis Asset Management |
3559 Mount Diablo Blvd #202, Lafayette, CA 94549 |
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92528xxxx3 |
ant****@l******.com |
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Remax Preferred Property |
2830 Lone Tree Way, Antioch, CA 94509 |
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92575xxxx0 |
chr********@m**********.com |
5 |
2 |
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5 |
2 |
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Kaha Chkheidze - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
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92529xxxx0 |
dns*****@a***.com |
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86 |
4 |
86 |
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Wealth Enhancement Group |
1981 N Broadway Ste 225, Walnut Creek, CA 94596 |
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92535xxxx0 |
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Fisher & Wiens Wealth Management |
4145 Blackhawk Plaza Cir, Danville, CA 94506 |
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92596xxxx0 |
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Jigsaw Advisors |
3575 Mount Diablo Blvd #215, Lafayette, CA 94549 |
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92546xxxx8 |
bil**********@j*************.com |
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Gallagher Wealth Management |
4155 Blackhawk Plaza Cir, Danville, CA 94506 |
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92583xxxx3 |
chr**@g**************.com |
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Babylon Wealth Management |
1501 N Broadway Suite 204, Walnut Creek, CA 94596 |
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92544xxxx0 |
sto***@b************.com |
5 |
4 |
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173 |
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174 |
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Lincoln Financial Group |
3000 Executive Pkwy Suite 400, San Ramon, CA 94583 |
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92527xxxx0 |
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2.3 |
3 |
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Oh We Fancy |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
80077xxxx3 |
sal**@s******.com |
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4843 |
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Professional Investment Realty |
194 W Cypress Rd Oakley, CA 94561 |
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92562xxxx0 |
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Conversant Wealth Management |
500 La Gonda Way Suite 205, Danville, CA 94526 |
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92543xxxx0 |
inf*@c***************.com |
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Foundation Investment Group |
3466 Mount Diablo Blvd suite c-201, Lafayette, CA 94549 |
|
92529xxxx0 |
a@f********.us |
1 |
1 |
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Creekside Partners |
775 Baywood Drive STE 306, Petaluma, CA 94954 |
|
70776xxxx0 |
19d*************************************@w*****************.com |
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LIVESCOTTTRADES |
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92580xxxx7 |
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Mureleen Benton - Financial Services |
5356 Clayton Rd Ste 211 Concord, CA 94521 |
|
92568xxxx3 |
dns*****@a***.com |
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Archvest Wealth Advisors |
1390 Willow Pass Rd # 930, Concord, CA 94520 |
|
92521xxxx0 |
bri**@a*********.com |
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Boltwood Capital Management |
100 Pringle Ave #770, Walnut Creek, CA 94596 |
|
41543xxxx0 |
ddb*************************************@w*****************.com |
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Rudney Associates |
1499 Danville Blvd, Alamo, CA 94507 |
|
92583xxxx6 |
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5 |
4 |
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Foci Wealth Management - Ameriprise Financial Services |
100 Pringle Ave Ste 420, Walnut Creek, CA 94596 |
|
41574xxxx0 |
dns*****@a***.com |
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75 |
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91 |
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Edward Jones - Financial Advisor: Karl J Arias |
1854 Tice Valley Blvd, Walnut Creek, CA 94595 |
|
92593xxxx1 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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Pearl Investment Company |
931 Hartz Way Ste 200, Danville, CA 94526 |
|
92574xxxx0 |
ben******@p*************.com |
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4.4 |
88 |
2048 |
|
2000 |
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Christopher Hewitt |
Brentwood, CA 94513 |
|
57541xxxx6 |
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Keystone National Group |
5000 Executive Pkwy # 445, San Ramon, CA 94583 |
|
92548xxxx0 |
bal***@k***************.net |
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Northwestern Mutual |
3738 Mount Diablo Blvd #306, Lafayette, CA 94549 |
|
92529xxxx0 |
a.-***********@n*****************.com |
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107320 |
16243 |
108000 |
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Bob Jersin, CFA, CPA, MBA -Jersin Financial Services |
931 Hartz Way Ste 120 Danville, CA 94526 |
|
92572xxxx0 |
bob@j**************.com |
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5 |
1 |
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Caredo USA Investment Trading |
2201 W 10th St, Antioch, CA 94509 |
|
92577xxxx3 |
car**********@p*********.is |
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586686 |
|
759000 |
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James Sugay - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx8 |
joh*******@c*.rbcwealthmanagement |
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14640 |
|
16000 |
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Berla Investment Consulting |
35 Quail Ct. Office Park Ste 100, Walnut Creek, CA 94596 |
|
92594xxxx6 |
cor**@b*******.com |
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Andrews Lucia & Co |
Miden Building, 939 Hartz Way, Danville, CA 94526 |
|
92583xxxx5 |
que*****@a************.com |
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Billy Scott - UCES Protection Plan |
Pittsburg, CA 94565 |
|
91669xxxx3 |
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1 |
1 |
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Thomas Doll |
165 Lennon Ln #200, Walnut Creek, CA 94598 |
|
87793xxxx0 |
all****@t*********.com |
5 |
4 |
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499 |
55 |
506 |
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D Jones Realty & Investments |
Brentwood, CA 94513 |
|
92581xxxx1 |
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Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
|
41590xxxx9 |
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Oak Wealth Management, LLC |
2890 N Main St #306, Walnut Creek, CA 94597 |
|
92535xxxx0 |
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Bna Investment |
76 Galleon Way Pittsburg, CA 94565 |
|
92526xxxx1 |
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Thiel Investment Co |
1335 Mt Pisgah Rd, Walnut Creek, CA 94596 |
|
92593xxxx6 |
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Edward Jones - Financial Advisor: Thomas R McNell III |
100 Cortona Way Ste 240 Brentwood, CA 94513 |
|
92524xxxx7 |
a.j*********@e**********.com |
|
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|
87612 |
|
100000 |
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Consilium Wealth Management |
500 La Gonda Way Suite 210, Danville, CA 94526 |
|
92536xxxx7 |
con************@c*************.com |
5 |
1 |
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Kera Capital Partners |
Sacramento, CA 95817 |
|
40866xxxx4 |
inf*@k******.com |
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|
Brandon York - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx4 |
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Eldred Robert J |
3240 Lone Tree Way, Antioch, CA 94509 |
|
92575xxxx0 |
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Agile Fund Solutions |
101 Clfornia Blvd, Walnut Creek, CA 94596 |
|
41527xxxx8 |
abb**@a******.com |
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Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
|
92527xxxx0 |
aar**@s*****.com |
|
|
1.7 |
7 |
|
|
462 |
51 |
476 |
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Alamo Equities |
3000F Danville Blvd #244, Alamo, CA 94507 |
|
92523xxxx5 |
cha****@a************.com |
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ROAD KING INFRASTRUCTURE LIMITED |
香港501 5/F The Gateway Twr 6 Rm |
|
85229xxxxx0 |
ari****@r*******.com |
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Pirates Payment Processing Solution |
Pittsburg, CA 94565 |
|
51035xxxx1 |
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|
Litman Gregory Asset Management |
1676 N California Blvd #200, Walnut Creek, CA 94596 |
|
92525xxxx9 |
ama**********************@l***.com |
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Umpqua Bank |
1395 E 2nd St, Benicia, CA 94510 |
|
70775xxxx0 |
aam*********@u*********.com |
3.8 |
5 |
|
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|
50773 |
577 |
49000 |
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|
Capital Advantage, Inc. |
1855 Olympic Blvd STE 300, Walnut Creek, CA 94596 |
|
92529xxxx0 |
adm**@c***************.com |
5 |
2 |
|
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|
56 |
|
65 |
|
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|
Hawk Hill Wealth Management Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx2 |
haw*****@r**.com |
|
2 |
|
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|
Daulat |
30920 Huntwood Ave Ste 203 Hayward, CA 94544 |
|
34787xxxx5 |
ric*@d******.com |
|
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|
2567 |
|
2900 |
|
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|
Mirador Capital Partners |
6700 Koll Center Pkwy #230, Pleasanton, CA 94566 |
|
92562xxxx0 |
agl*******@m********.com |
5 |
10 |
|
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|
Coit-Gemmer Capital Management |
1655 N Main St Ste 270, Walnut Creek, CA 94596 |
|
92594xxxx0 |
|
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|
Habib Amir |
22 Sugarloaf Ter, Alamo, CA 94507 |
|
92594xxxx1 |
|
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|
Primerica |
Antioch, CA 94509 |
|
92584xxxx0 |
a.-*******************@p********.com |
3 |
4 |
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149625 |
3793 |
162000 |
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Northwestern Mutual Life Insurance |
100 Pringle Ave, Walnut Creek, CA 94596 |
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92594xxxx5 |
a.-***********@n*****************.com |
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107320 |
16243 |
108000 |
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Hughes Realty Fine Homes |
130 West K Street, Benicia, CA 94510 |
|
70720xxxx6 |
myr******@g*************.com |
5 |
9 |
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Desmond Wealth Management, Inc. |
1850 Mt Diablo Blvd #630, Walnut Creek, CA 94596 |
|
92593xxxx4 |
des***********@d************.com |
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80 |
7 |
79 |
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FSC Securities |
1330 Arnold Dr Ste 249, Martinez, CA 94553 |
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92537xxxx0 |
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Accuvest Global Advisors |
3100 Oak Rd, Walnut Creek, CA 94597 |
|
92593xxxx2 |
acc*****@a*******.com |
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Ascension Wealth Partners |
391 Taylor Blvd, Pleasant Hill, CA 94523 |
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92579xxxx0 |
jsm***@a**********.com |
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EP Wealth Advisors |
1333 N California Blvd Suite 100, Walnut Creek, CA 94596 |
|
92525xxxx2 |
ab@e*******.com |
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Edward Jones - Troy A Channing |
2001 Salice Way Brentwood, CA 94513 |
|
92520xxxx6 |
a.j*********@e**********.com |
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Liberty Property Management |
1210 Central, Ste 106, Brentwood, CA 94513 |
|
92526xxxx6 |
aca******@l************************.com |
3 |
4 |
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2797 |
87 |
2900 |
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4 |
11 |
Aspire Capital Management |
1990 N California Blvd, Walnut Creek, CA 94596 |
|
92593xxxx3 |
bet**@a**************.com |
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Bella Realty & Management |
Discovery Bay, CA 94505 |
|
92578xxxx9 |
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Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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Jeffrey R. Gall |
1350 Treat Blvd #390, Walnut Creek, CA 94597 |
|
92593xxxx2 |
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Beatty, Kimberly |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx5 |
dav*********@r**.com |
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RBC Wealth Management |
1990 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx0 |
rbc*********@r**.com |
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Yoder Wealth Management |
2033 N Main St #1060, Walnut Creek, CA 94596 |
|
92569xxxx0 |
ana*@y******.com |
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Wells Fargo Advisors |
2033 N Main St #800, Walnut Creek, CA 94596 |
|
92574xxxx1 |
a.b@w*****************.com |
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Hanson & Associates |
2121 N California Blvd Ste 290, Walnut Creek, CA 94596 |
|
92573xxxx2 |
ron@h****************.com |
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CAPTRUST |
2010 Crow Canyon Pl #210, San Ramon, CA 94583 |
|
92564xxxx0 |
a@c*******.com |
5 |
2 |
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450 |
62 |
578 |
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Magnus Du Borg-RBC Wealth Management Financial Advisor |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx2 |
haw*****@r**.com |
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Patricia Tanner & Assoc |
1350 Treat Blvd Ste 250, Walnut Creek, CA 94597 |
|
92593xxxx6 |
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Batkhuu Batjargal-Financial Advisor |
2507 Somersville Rd, Antioch, CA 94509 |
|
41540xxxx4 |
aab****@b************.com |
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40893 |
181 |
41000 |
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Acro Planning & Investment Services |
3731 Sunset Ln # 104, Antioch, CA 94509 |
|
92577xxxx2 |
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Estey Real Estate & Property Mgmt |
935 1st St, Benicia, CA 94510 |
|
70774xxxx4 |
abi****@e**************.com |
4.5 |
42 |
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4.9 |
29 |
1375 |
363 |
1300 |
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AYA Wealth |
1390 Willow Pass Rd #900, Concord, CA 94520 |
|
80030xxxx4 |
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J & J Design House |
Suisun City, CA 94534 |
|
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jnj***********@g****.com |
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5 |
1 |
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James S. Lin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx3 |
jam******@r**.com |
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14640 |
|
16000 |
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Simplex Wealth Management |
500 La Gonda Way Suite 210, Danville, CA 94526 |
|
92580xxxx8 |
inf*@s********.com |
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Accretive Wealth Management, LLC |
12657 Alcosta Blvd, San Ramon, CA 94583 |
|
92536xxxx7 |
fah****@a**************.com |
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4.7 |
62 |
1321 |
166 |
1200 |
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Theodore Simos - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx6 |
dav*********@r**.com |
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Capital Management Advisors Group |
2033 N Main St, Walnut Creek, CA 94596 |
|
92593xxxx0 |
inf*@a**************.com |
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52 |
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Zenith Capital Management |
3494 Camino Tassajara, Danville, CA 94506 |
|
65038xxxx9 |
ale***********@p**********.com |
3.8 |
27 |
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Chris Spence - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx5 |
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Calbay Investments Inc |
500 La Gonda Way # 280, Danville, CA 94526 |
|
92574xxxx0 |
bon***@c****************.com |
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520 |
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dixon financial services |
875 Las Trampas Rd, Lafayette, CA 94549 |
|
92528xxxx4 |
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Grossman Financial Management |
560 1st St, Benicia, CA 94510 |
|
70774xxxx6 |
cat@g****************.com |
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Business Brokers of California-Ernie Luckhardt |
1354 McPrince Ln Suite 101, Brentwood, CA 94513 |
|
92593xxxx1 |
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Edward Jones - Financial Advisor: Lisa D Ferrante |
201 Sand Creek Rd Unit D Brentwood, CA 94513 |
|
92551xxxx1 |
a.j*********@e**********.com |
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Dream Releaser Network |
38 BEACHWOOD COURT, MOUNTAIN VILLAGE THE AV WOODSTOCK WESTERN CA WOODSTOCK 7925 |
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Greta Tseng - BQ Realty |
3080 Olcott St Ste D232 Santa Clara, CA 95054 |
|
51076xxxx5 |
aar********@g****.com |
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Aspire Planning Associates |
1990 N California Blvd 8th floor floor, Walnut Creek, CA 94596 |
|
92593xxxx3 |
bet**@a**************.com |
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William Rock Investments Inc |
HMOFC, 1877 E Summerfield Ct, Oakley, CA 94561 |
|
92525xxxx2 |
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5 |
4 |
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BENA Capital |
231 Market Pl #515, San Ramon, CA 94583 |
|
92527xxxx5 |
ala*****@b***********.com |
4 |
1 |
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Zachary Persin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx4 |
dav*********@r**.com |
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Argent Wealth Advisors, LLC |
3736 Mount Diablo Blvd #300, Lafayette, CA 94549 |
|
92528xxxx0 |
jam**@a************.com |
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Wilson & Boucher Capital Management, LLC |
1480 Moraga Rd #C351, Moraga, CA 94556 |
|
80038xxxx0 |
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Simos, Theodore |
1331 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx6 |
dav*********@r**.com |
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Matthew Forrey - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx0 |
car***************@r**.com |
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Edward Jones - Financial Advisor: William C Martinek |
201 Sand Creek Rd Unit D Brentwood, CA 94513 |
|
92551xxxx1 |
a.j*********@e**********.com |
|
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1 |
1 |
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Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
|
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5 |
48 |
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Edward Jones - Financial Advisor: Alex Scheel, CFP® |
608 Las Juntas St, Martinez, CA 94553 |
|
92537xxxx4 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
|
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Becker Financial Group |
1990 N California Blvd # 1050, Walnut Creek, CA 94596 |
|
92594xxxx0 |
|
4.2 |
5 |
|
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Morgan Stanley |
1333 N California Blvd, Walnut Creek, CA 94596 |
|
92593xxxx0 |
aal*******@m************.com |
|
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|
113344 |
3100 |
131000 |
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|
Blue Line Property Group |
5087 Lone Tree Wy, Antioch, CA 94531 |
|
92575xxxx0 |
jan*******@e******.com |
4 |
1 |
|
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|
1040 |
|
1000 |
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|
Pring Turner Investment Management - Financial Advisors |
1600 S Main St Suite #375, Walnut Creek, CA 94596 |
|
92528xxxx7 |
inf*@p**********.com |
|
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Allworth Financial |
1676 N California Blvd UNIT 410, Walnut Creek, CA 94596 |
|
92547xxxx4 |
all************@a****************.com |
|
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Serene Investment Management LLC |
2625 Alcatraz Ave Suite 513, Berkeley, CA 94705 |
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41532xxxx5 |
ada*@s*******.com |
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Edward Jones - Financial Advisor: Joseph Wilder |
1017 1st St, Benicia, CA 94510 |
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70774xxxx2 |
a.j*********@e**********.com |
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138 |
4 |
139 |
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MassMutual Northern California |
3003 Oak Rd Ste 250, Walnut Creek, CA 94597 |
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92597xxxx0 |
aaz*****@f*************.com |
5 |
1 |
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4.9 |
17 |
562 |
129 |
558 |
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Nelco Builders |
2925 Salvio St, Concord, CA 94519 |
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92582xxxx7 |
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Quorum Private Wealth |
345 Hartz Ave, Danville, CA 94526 |
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92548xxxx0 |
dyl**@q*******.com |
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Sun Life |
2121 N California Blvd Ste 840, Walnut Creek, CA 94596 |
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92593xxxx3 |
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1 |
1 |
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Enhance Wealth Advisors |
700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596 |
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92593xxxx9 |
inf*@e********.com |
5 |
1 |
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35 |
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Sladek, Shawn |
1331 N California Blvd, Walnut Creek, CA 94596 |
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92594xxxx4 |
ali*************@m*.com |
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The Carmichael Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92594xxxx0 |
wms**********@r**.com |
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14312 |
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16000 |
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Dolan Partners LLC |
100 School St, Danville, CA 94526 |
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41560xxxx0 |
dol*****************@c*************.com |
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Charles Schwab |
3150 Crow Canyon Rd, San Ramon, CA 94583 |
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92582xxxx6 |
app*******************@s*****.com |
3 |
8 |
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Bay Area Wealth Management Group, LLC |
12647 Alcosta Blvd Suite 370, San Ramon, CA 94583 |
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92580xxxx4 |
dbo**@b****.com |
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64 |
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PURE Property Management of California |
1500 A St, Antioch, CA 94509 |
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92570xxxx0 |
ant****@p*****.co |
4.3 |
78 |
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Prosperity Financial Group, Inc. |
2333 San Ramon Valley Blvd #200, San Ramon, CA 94583 |
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92531xxxx0 |
eli**@p***********************.com |
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3421 |
25 |
3400 |
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Allied Brokers |
Pleasanton, CA 94566 |
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92533xxxx0 |
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5 |
2 |
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Edward Comar - Private Wealth Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
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92529xxxx0 |
dns*****@a***.com |
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Forrey, Matthew |
1331 N California Blvd, Walnut Creek, CA 94596 |
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92527xxxx0 |
car***************@r**.com |
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The Carbonell Forrey Wealth Management Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92527xxxx1 |
car***************@r**.com |
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Ginsberg Financial Strategies |
2950 Buskirk Ave #150, Walnut Creek, CA 94597 |
|
92525xxxx3 |
inf*@g*********.com |
4.6 |
20 |
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62 |
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Sensiba |
1900 S Norfolk St Ste 330 San Mateo, CA 94403 |
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65035xxxx0 |
a@s*****.com |
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Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®|CFA® |
1350 Arnold Dr Ste 100, Martinez, CA 94553 |
|
92533xxxx2 |
a.j*********@e**********.com |
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160 |
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153 |
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Pincap Management |
1440 Maria Ln, Walnut Creek, CA 94596 |
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92597xxxx9 |
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Rush Business Management |
3130-D Balfour Rd Ste 240 Brentwood, CA 94513 |
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86649xxxx8 |
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Schroeder Capital Management, LLC |
3620 Happy Valley Rd UNIT 203, Lafayette, CA 94549 |
|
80093xxxx3 |
cam*********@s****************.com |
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Rainer Wealth Management |
390 Diablo Rd, Danville, CA 94526 |
|
92521xxxx0 |
tri************@c*************.com |
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Rolfe Investments |
201 Rolfe Dr, Pittsburg, CA 94565 |
|
92526xxxx2 |
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Investment Growth Management |
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92575xxxx7 |
and***@i*************************.com |
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Nearon Enterprises |
101 Ygnacio Valley Rd Ste 450, Walnut Creek, CA 94596 |
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92574xxxx0 |
ada****@n*****.com |
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Tomren Wealth Management |
Bishop Ranch 15, 12667 Alcosta Blvd Suite 355, San Ramon, CA 94583 |
|
92583xxxx0 |
ale***@t***********.com |
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60 |
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96 |
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Gallagher Wealth Management |
4155 Blackhawk Plaza Cir # 244, Danville, CA 94506 |
|
92583xxxx3 |
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The FMC Group |
1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596 |
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92595xxxx0 |
abc****@r*****.com |
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Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services |
2233 Olympic Blvd, Walnut Creek, CA 94595 |
|
92595xxxx0 |
bec**************@a***.com |
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Rubey & Rust |
2528 Alamo Country Cir, Alamo, CA 94507 |
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92593xxxx6 |
mar*****@r********.com |
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Bruce Meyers - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx0 |
joh*******@c*.rbcwealthmanagement |
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Wealth Enhancement Group |
1850 Mt Diablo Blvd #100, Walnut Creek, CA 94596 |
|
92565xxxx0 |
aba****@w****************.com |
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Integrity Builders & Investments |
Concord, CA 94524 |
|
92576xxxx3 |
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3.5 |
11 |
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Independent Capital Management |
1800 Sutter St Ste 365, Concord, CA 94520 |
|
92560xxxx9 |
a.a@i***********.com |
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13000 |
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Del Monte Group, LLC |
75 Golden Meadow Ln Alamo, CA 94507 |
|
92573xxxx0 |
ang***@a******************.com |
5 |
3 |
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5388 |
47 |
5500 |
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Edward Jones - Financial Advisor: Tony Aguilar Jr |
100 Cortona Way Ste 240, Brentwood, CA 94513 |
|
92524xxxx7 |
a.j*********@e**********.com |
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87612 |
|
100000 |
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York Spence Wealth Group |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx4 |
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Jackie’s Merchandise LLC |
2319 Mandarin Way Antioch, CA 94509 |
|
92530xxxx3 |
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Maclennan Investment Group, Inc |
3380 Vincent Rd Ste HUB, Pleasant Hill, CA 94523 |
|
92538xxxx8 |
dat*****************@i****.de |
5 |
3 |
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156 |
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Mercer Advisors Wealth Management |
100 Pringle Ave STE 310, Walnut Creek, CA 94596 |
|
87749xxxx3 |
aar********@m*************.com |
3 |
2 |
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Sequoia Equities, Inc. |
1777 Botelho Dr suite 300, Walnut Creek, CA 94596 |
|
92594xxxx0 |
al@e***************.com |
3.6 |
53 |
|
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4.6 |
26 |
3335 |
29 |
3300 |
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Castle Rock Wealth Management, LLC |
1777 Botelho Dr #105, Walnut Creek, CA 94596 |
|
92547xxxx0 |
bob@c***********.com |
5 |
1 |
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Dinapoli Capital Partners |
3021 Citrus Cir #130, Walnut Creek, CA 94598 |
|
40897xxxx0 |
aol*******@d**************.com |
1 |
1 |
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Intersect Capital |
12657 Alcosta Blvd, San Ramon, CA 94583 |
|
92579xxxx4 |
cou**********@i******************.com |
3.7 |
3 |
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Pacific Excel Wealth Advisors |
925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596 |
|
92546xxxx5 |
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Sequoia Equities |
1777 Botelho Dr Ste 300, Walnut Creek, CA 94596 |
|
92594xxxx0 |
aar******@e****************.com |
3.6 |
53 |
|
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4.6 |
26 |
3334 |
29 |
3300 |
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Index Gurus, Inc. |
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|
92535xxxx0 |
far**@i*********.com |
5 |
23 |
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Destination Wealth Management |
1255 Treat Blvd #900, Walnut Creek, CA 94597 |
|
92593xxxx0 |
ale***@d************.com |
4.5 |
2 |
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A S M Investments |
3775 Main St Oakley, CA 94561 |
|
92562xxxx5 |
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Lafayette Square Financial Advisors, Inc. |
2950 Camino Diablo #220, Walnut Creek, CA 94597 |
|
92528xxxx0 |
adv***@l****.com |
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David Tucker - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx2 |
rbc*********@r**.com |
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Burton Enright Welch |
1850 Mt Diablo Blvd Ste 335, Walnut Creek, CA 94596 |
|
92593xxxx0 |
ado*******@b********.com |
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Presidio Group Wealth Management |
1850 Mt Diablo Blvd # 225, Walnut Creek, CA 94596 |
|
92527xxxx0 |
ale*********@p**************.com |
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Stelvio Wealth Partners |
1981 N Broadway Suite 210, Walnut Creek, CA 94596 |
|
92530xxxx0 |
inq****@s************.com |
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Wen Capital Advisory Group |
1990 N California Blvd # 830, Walnut Creek, CA 94596 |
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80091xxxx0 |
cyn****@w**********.com |
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Faubion Wealth Management |
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92532xxxx0 |
inf*@f********.com |
5 |
1 |
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37 |
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78 |
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Insight Wealth Strategies |
2603 Camino Ramon Ste 350 San Ramon, CA 94583 |
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92565xxxx0 |
agr***@i*************.com |
5 |
4 |
4.8 |
20 |
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116 |
4 |
132 |
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Mercer Advisors Wealth Management |
100 Pringle Ave, Walnut Creek, CA 94596 |
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87749xxxx3 |
aar********@m*************.com |
3 |
2 |
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Jeffrey Rodvien - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
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92594xxxx5 |
wms**********@r**.com |
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14640 |
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16000 |
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JERSIN FINANCIAL SERVICES |
300 Topeka Pl, Danville, CA 94526 |
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92557xxxx5 |
bob@j**************.com |
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Jennifer Mitchell, CWS |
1777 Botelho Dr, Walnut Creek, CA 94596 |
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92544xxxx7 |
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Pacific Pension & Benefit Services, Inc. |
4839 Lone Tree Wy A, Antioch, CA 94531 |
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92567xxxx5 |
chr**@p**************.com |
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Wells Fargo Advisors Jason Richard Martin |
144 Continente Ave Brentwood, CA 94513 |
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92551xxxx6 |
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KRE Associates LLC |
327 E Leland Rd Ste A, Pittsburg, CA 94565 |
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41574xxxx6 |
dom****@b************.com |
5 |
6 |
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Spanos Barber Jesse & Co |
2001 N Main St Suite 650, Walnut Creek, CA 94596 |
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41584xxxx0 |
c@s*****.com |
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J.P. King Advisors, Inc. |
1600 S Main St #275, Walnut Creek, CA 94596 |
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92593xxxx5 |
ela***@j*************.com |
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Wagner Loftin Investment Services |
3478 Buskirk Ave #333, Pleasant Hill, CA 94523 |
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92593xxxx6 |
ggu****@w*********.com |
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Pillar Wealth Management, LLC. |
1255 Treat Blvd # 300, Walnut Creek, CA 94597 |
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80066xxxx0 |
chr**@p*******.com |
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Financially Arise Wealth Strategies & Insurance Solutions, LLC |
3703 Mount Diablo Blvd, Lafayette, CA 94549 |
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92529xxxx9 |
inf*@f***************.com |
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James W. Stockton, EA, CFP |
514 W 4th St Antioch, CA 94509 |
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92575xxxx4 |
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3.5 |
2 |
2.3 |
3 |
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John D Beatty & Company |
8425 Brentwood Blvd Ste A7, Brentwood, CA 94513 |
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92583xxxx3 |
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Echo45 Advisors |
1801 N California Blvd # 101, Walnut Creek, CA 94596 |
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92559xxxx9 |
inf*@e*************.com |
5 |
5 |
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Cedar Wealth Management |
1990 N California Blvd 8th floor, Walnut Creek, CA 94596 |
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41523xxxx7 |
inf*@c**************.com |
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MassMutual Northern California |
1255 Treat Blvd #400, Walnut Creek, CA 94597 |
|
92594xxxx0 |
a@m*********.com |
5 |
1 |
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4.9 |
17 |
562 |
129 |
558 |
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Owl and Ore Wealth Planning |
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523 |
|
92571xxxx7 |
owl******@o********.com |
5 |
20 |
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378 |
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Apex Securities & Asset Management |
8660 Brentwood Blvd, Brentwood, CA 94513 |
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92551xxxx9 |
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Bedell Frazier Investment Counselling, LLC |
200 Pringle Ave # 555, Walnut Creek, CA 94596 |
|
92593xxxx4 |
ays****@b************.com |
3.7 |
3 |
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366 |
|
400 |
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