| Edward Jones |
541 W Tefft Nipomo, CA 93444 |
|
80592xxxx4 |
a.j*********@e**********.com |
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1 |
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87612 |
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100000 |
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| Country Financial |
1862 S Broadway Ste 201, Santa Maria, CA 93454 |
|
80534xxxx5 |
aar********@c***************.com |
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170751 |
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163000 |
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| Monarch Wealth Strategies |
2151 South College Dr Suit 204 Santa Maria, CA 93454 |
|
80561xxxx9 |
aar**@m****.com |
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| Vivid Financial Management |
Lompoc, CA 93436 |
|
80543xxxx1 |
bra*@v******.com |
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| Monarch Wealth Strategies |
2151 S College Dr Ste 204, Santa Maria, CA 93455 |
|
80561xxxx9 |
aar**@m****.com |
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| Edward Jones - Financial Advisor: Jefferson S Ledgerwood |
2429 Professional Pkwy Ste 103 Santa Maria, CA 93455 |
|
80593xxxx0 |
a.j*********@e**********.com |
4.7 |
3 |
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87612 |
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100000 |
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| Western Consolidated |
1176 Spring Azure Way Nipomo, CA 93444 |
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80534xxxx0 |
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| Chris Brown Investment Management |
1000 S Broadway # D, Santa Maria, CA 93454 |
|
80573xxxx5 |
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5 |
1 |
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| Diversified Capital Management |
1112 E Grand Ave, Arroyo Grande, CA 93420 |
|
80548xxxx0 |
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| Morgan Stanley Financial Advisors |
2005 S Broadway, Santa Maria, CA 93454 |
|
80592xxxx1 |
acm***********@m************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Jefferson Ledgerwood |
2429 Professional Pkwy Ste 103, Santa Maria, CA 93455 |
|
80593xxxx0 |
a.j*********@e**********.com |
4.7 |
3 |
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87612 |
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100000 |
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| Crosby Investment Group |
2646 Santa Maria Way #104, Santa Maria, CA 93455 |
|
80535xxxx0 |
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5 |
3 |
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| Edward Jones - Financial Advisor: Eric J Bravo, CFP®|AAMS™ |
900 E Main St Suite 203, Santa Maria, CA 93454 |
|
80592xxxx9 |
a.j*********@e**********.com |
4 |
4 |
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87612 |
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100000 |
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| Western Consolidated |
1595 Trail View Pl Nipomo, CA 93444 |
|
80534xxxx3 |
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| Edward Jones - Financial Advisor: Jefferson S. Ledgerwood |
2429 Professional Pkwy Ste 103 Santa Maria, CA 93455 |
|
80593xxxx0 |
a.j*********@e**********.com |
4.7 |
3 |
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87612 |
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100000 |
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| Jms Financial Group |
125 W Clark Ave Santa Maria, CA 93455 |
|
80593xxxx0 |
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| Cindy Kelley - Financial Advisor, Ameriprise Financial Services |
2605 S Miller St Ste 104, Santa Maria, CA 93455 |
|
80593xxxx4 |
cin***********@a***.com |
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| Ameriprise Financial Advisors |
2605 S Miller St Ste 108 Santa Maria, CA 93455 |
|
80593xxxx4 |
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| Maguire Albert L |
1862 S Broadway, Santa Maria, CA 93454 |
|
80592xxxx1 |
a@m************.com |
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49 |
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50 |
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| Edward Jones - Financial Advisor: Andrew W Millar |
801 S Broadway Ste 7 Santa Maria, CA 93454 |
|
80592xxxx4 |
a.j*********@e**********.com |
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87612 |
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100000 |
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| Pacifica Commercial Realty |
2520 Professional Pkwy, Santa Maria, CA 93455 |
|
80592xxxx0 |
inf************@p**********.com |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Eric J Bravo |
900 E Main St Ste 203 Santa Maria, CA 93454 |
|
80592xxxx9 |
a.j*********@e**********.com |
4 |
4 |
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4 |
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| Blakeslee & Blakeslee Inc |
1157 E Clark Ave Ste H, Santa Maria, CA 93455 |
|
80593xxxx1 |
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| Brett Krausse - Morgan Stanley Financial Advisor |
2005 S Broadway, Santa Maria, CA 93454 |
|
80534xxxx7 |
int**********@m************.com |
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| Edward Jones - Financial Advisor: Dave Michels |
195 S Broadway St Orcutt, CA 93455 |
|
80593xxxx3 |
a.j*********@e**********.com |
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|
87612 |
|
100000 |
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| Joseph S. Kasper, MS CFP |
545 E Clark Ave Ste A Santa Maria, CA 93455 |
|
80593xxxx0 |
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| Medina Wealth Services and Independent Firm of Raymond James Financial Services, Inc. |
2236 S Broadway, Santa Maria, CA 93454 |
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| Michael Fuller - Raymond James |
708 E Grand Ave, Arroyo Grande, CA 93420 |
|
80548xxxx0 |
aar************@r***********.com |
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17481 |
|
18000 |
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| Real Estate Worldwide |
Po Box 9415, Santa Maria, CA 93456 |
|
80078xxxx4 |
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| Morgan Stanley |
2005 S Broadway, Santa Maria, CA 93454 |
|
80592xxxx1 |
aar***********@m***********************.com |
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5 |
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| Benedetti & Associates, CPA Inc. |
2151 S College Dr STE 101, Santa Maria, CA 93455 |
|
80592xxxx1 |
ash****@b***********.com |
3.7 |
6 |
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| Ogden Wealth Management & Services |
411 Betteravia Rd # 101, Santa Maria, CA 93454 |
|
80573xxxx5 |
|
5 |
2 |
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| Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services |
2605 S Miller St Ste 104, Santa Maria, CA 93455 |
|
80593xxxx4 |
dan**********************@a***.com |
4.1 |
9 |
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334 |
21 |
336 |
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| Crosby Investment Group |
2646 Santa Maria Way Santa Maria, CA 93455 |
|
80535xxxx0 |
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5 |
1 |
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| Edward Jones |
900 E Main St Ste 203 Santa Maria, CA 93454 |
|
80592xxxx9 |
a.j*********@e**********.com |
4 |
4 |
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|
87612 |
|
100000 |
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| Benzer Realty |
133 Deer Trail Cir, Arroyo Grande, CA 93420 |
|
80548xxxx9 |
che***@b***********.com |
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| Megan Duarte - Financial Advisor, Ameriprise Financial Services |
2605 S Miller St Ste 104, Santa Maria, CA 93455 |
|
80593xxxx4 |
dns*****@a***.com |
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| Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2605 S Miller St Ste 104, Santa Maria, CA 93455 |
|
80593xxxx4 |
dan**********************@a***.com |
4.1 |
9 |
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334 |
21 |
336 |
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| Octavio Vargas: Primerica - Financial Services |
535 ORCHARD Rd Ste C, NIPOMO, CA 93444 |
|
80592xxxx4 |
ath**********@p********.com |
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| Hollingsead Investments |
1131 S Russell Ave Ofc Santa Maria, CA 93458 |
|
80534xxxx3 |
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| Tremblay Financial |
204 E Enos Dr Santa Maria, CA 93454 |
|
80556xxxx2 |
ada*@t****************.com |
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4 |
5 |
401 |
6 |
406 |
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| The Murray Group - Morgan Stanley |
2005 S Broadway, Santa Maria, CA 93454 |
|
80592xxxx1 |
acm***********@m************.com |
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| Ogden Wealth Management & Planning Services |
421 E Betteravia Rd Ste 201, Santa Maria, CA 93454 |
|
80573xxxx5 |
inf*@o**********.com |
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| Moti Security Company |
1125 E Clark Ave Ste B5-8 Santa Maria, CA 93455 |
|
92527xxxx7 |
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| Edward Jones - Financial Advisor: Tom Schneider |
801 S Broadway Ste 7 Santa Maria, CA 93454 |
|
80592xxxx4 |
a.j*********@e**********.com |
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|
87612 |
|
100000 |
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| Charter Brokerage |
2625 S Miller St Ste 107, Santa Maria, CA 93455 |
|
80592xxxx6 |
bur*@f*******.com |
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| WealthSource Partners, LLC |
2125 S Broadway STE 110, Santa Maria, CA 93454 |
|
80534xxxx9 |
abu***@w***********.com |
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| J-Dyhr Capital |
PO Box 4207, Paso Robles, CA 93447 |
|
80557xxxx0 |
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5 |
1 |
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| Rohr & Associates, CPA |
1277 E Grand Ave Ste B Arroyo Grande, CA 93420 |
|
80547xxxx0 |
adm**@r*******.com |
4.3 |
6 |
3.8 |
19 |
4 |
5 |
105 |
|
106 |
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| Creations Financial and Insurance Services |
2236 S Broadway Ste J Santa Maria, CA 93454 |
|
80535xxxx5 |
off***@c*****************.com |
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6 |
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8 |
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| CoastHills Wealth Management |
1075 E Betteravia Rd, Santa Maria, CA 93454 |
|
80573xxxx9 |
bru***********@l**.com |
5 |
1 |
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|
144 |
2 |
147 |
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| Denise Valente |
2605 S Miller St Ste 108 Ameriprise Financial Advisor Santa Maria, CA 93455 |
|
80593xxxx4 |
dns*****@a***.com |
|
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| Associated Professional Advisors |
205 Union Ave, Santa Maria, CA 93455 |
|
80593xxxx7 |
ada*@a**************.com |
3 |
2 |
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| Ogden Wealth Management & Planning Services |
411 E Betteravia Rd, Santa Maria, CA 93454 |
|
80573xxxx5 |
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| Carey James & Associates Inc. |
1186 E Grand Ave, Arroyo Grande, CA 93420 |
|
80547xxxx0 |
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| Cindy Kelley - Ameriprise Financial Services |
2605 S Miller St Ste 104 Santa Maria, CA 93455 |
|
80593xxxx4 |
cin***********@a***.com |
|
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| Edward Jones - Financial Advisor: Renou P Korff |
541 W Tefft St Nipomo, CA 93444 |
|
80592xxxx4 |
a.j*********@e**********.com |
|
|
1 |
1 |
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87612 |
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100000 |
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| Morgan Stanley Wealth Management |
2005 S Broadway, Santa Maria, CA 93454 |
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80592xxxx1 |
acm***********@m************.com |
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| Merrill Lynch Wealth Management |
300 Town Center E, Santa Maria, CA 93454 |
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80561xxxx2 |
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| George J. Rasher - Morgan Stanley |
2005 S Broadway, Santa Maria, CA 93454 |
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80534xxxx2 |
int**********@m************.com |
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| Edward Jones - Financial Advisor: David Doran |
541 W Tefft St Nipomo, CA 93444 |
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80592xxxx4 |
a.j*********@e**********.com |
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87612 |
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100000 |
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| J.F Financial |
801 S Broadway Ste 16 Santa Maria, CA 93458 |
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80587xxxx7 |
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| First Command |
1414 S Miller St Ste A, Santa Maria, CA 93454 |
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80536xxxx7 |
ban*****@f***********.com |
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7379 |
213 |
7600 |
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| John's Financial and Health Services |
223 Dressler Ave, Santa Maria, CA 93454 |
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71469xxxx1 |
bor*@a********.com |
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258 |
3 |
280 |
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| Small Business Lender Santa Maria CA |
900 E Main St, Santa Maria, CA 93454 |
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80591xxxx5 |
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| Edward Jones - Financial Advisor: Troy Prober |
801 S Broadway Ste 7, Santa Maria, CA 93454 |
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80592xxxx4 |
acc**********@e**********.com |
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2 |
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| Edward Jones - Financial Advisor: Enrique Diaz Jr |
195 S Broadway St Ste 212, Orcutt, CA 93455 |
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80593xxxx3 |
a.j*********@e**********.com |
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193 |
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194 |
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| North Harbor Wealth Management - Ameriprise Financial Services |
500 Cypress St Ste 12, Pismo Beach, CA 93449 |
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80577xxxx8 |
aud***************@a***.com |
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| Smith Kelly |
2125 S Broadway Santa Maria, CA 93454 |
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80534xxxx9 |
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| Terry Dworaczyk - Ameriprise Financial Services |
2605 S Miller St Ste 104 Santa Maria, CA 93455 |
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80593xxxx4 |
dan**********************@a***.com |
4.1 |
9 |
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334 |
21 |
336 |
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