John P. Muhlbauer |
2100 El Camino Real, Palo Alto, CA 94306 |
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65047xxxx8 |
acc************@f************.com |
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Michael Zaninovich, Robertson Stephens |
1550 El Camino Real Ste 250, Menlo Park, CA 94025 |
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41550xxxx0 |
abl**@r********.com |
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Andrew Gotianse - Financial Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
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65065xxxx5 |
and************@a***.com |
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Mayfield Management Co. |
2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303 |
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65049xxxx0 |
hed***@m****************.com |
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Palo Alto Venture Partners |
300 Hamilton Ave, Palo Alto, CA 94301 |
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65046xxxx1 |
nwe*******@p***.com |
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David Arizini |
2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
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65035xxxx0 |
add********@f************.com |
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Whelan Capital Management |
261 Hamilton Ave Menlo Park, CA 94025 |
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65083xxxx0 |
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Dirk Gilliard |
2409 Park Blvd Palo Alto, CA 94306 |
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65056xxxx1 |
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Menlo Asset Management |
1010 El Camino Real Ste 370 Menlo Park, CA 94025 |
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65032xxxx8 |
cla****@m*********.com |
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2 |
5 |
1 |
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San Mateo Investment Co |
4100 S El Camino Real, San Mateo, CA 94403 |
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65034xxxx1 |
hel*@e********.com |
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Wealth Design |
1999 S Bascom Ave, Campbell, CA 95008 |
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40855xxxx0 |
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TIAA Financial Services |
535 Cowper St Ste 200, Palo Alto, CA 94301 |
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86684xxxx6 |
aan*****@t********.org |
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37 |
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90757 |
493 |
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Beacon Pointe Advisors |
838 Portola Rd, Portola Valley, CA 94028 |
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65085xxxx3 |
aba*****@b***********.com |
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Mg Properties Investments |
4200 Bay St, Fremont, CA 94538 |
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51044xxxx9 |
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Oak Hill Capital Management |
2775 Sand Hill Rd Menlo Park, CA 94025 |
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65023xxxx0 |
abe******@o*************.com |
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Vivo Capital |
192 Lytton Ave, Palo Alto, CA 94301 |
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65068xxxx8 |
alb***@v**********.com |
4.3 |
9 |
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J Bradley Financial |
59 N Santa Cruz Ave, Los Gatos, CA 95030 |
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40839xxxx0 |
con****@n******.com |
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Redwitz Wealth Management Group |
910 E Hamilton Ave Ste 550, Campbell, CA 95008 |
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40837xxxx0 |
amb**@w*******.com |
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5551 |
148 |
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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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Cefcu |
44047 Osgood Rd Ste 230, Fremont, CA 94539 |
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51065xxxx1 |
aal**************@c****.com |
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The Auyeung Wealth Management Group-Morgan Stanley |
20400 Silicon Valley Ctr, Cupertino, CA 95014 |
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40886xxxx8 |
acc**********@m************.com |
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Fremont Bank |
39150 Fremont Blvd, Fremont, CA 94538 |
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51050xxxx2 |
a.a*****@f**********.com |
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3 |
2 |
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Wealth By Design |
14500 Big Basin Way, Saratoga, CA 95070 |
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40874xxxx1 |
bar****@w*******************.com |
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Oval Partners |
335 Bryant St 2nd Floor, Palo Alto, CA 94301 |
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65044xxxx1 |
dan@o***********.com |
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Opes Advisors Inc |
167 S San Antonio Rd, Los Altos, CA 94022 |
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65043xxxx0 |
a.j*****@o***********.com |
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PM Investment Company |
800 Menlo Ave, Menlo Park, CA 94025 |
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65085xxxx4 |
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Bingham Osborn & Scarborough |
1900 University Ave Ste 108, East Palo Alto, CA 94303 |
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65046xxxx6 |
aar*********@b********.com |
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Raymond James Financial Services |
99 Almaden Blvd Ste 730, San Jose, CA 95113 |
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40894xxxx1 |
con****@h*********.com |
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Instream Partners |
545 Middlefield Rd Ste 150 Menlo Park, CA 94025 |
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41521xxxx0 |
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Vilmont Investment Properties |
382 El Camino Real, San Carlos, CA 94070 |
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65059xxxx5 |
deb****@v******.com |
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W-star investments, Inc |
2130 Ringwood Ave, San Jose, CA 95131 |
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40882xxxx8 |
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The Bay Pacific Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx8 |
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Race Capital |
437 Lytton Ave #100, Palo Alto, CA 94301 |
|
65033xxxx0 |
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5 |
3 |
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Qex Capital Management |
250 Oak Grove Ave, Menlo Park, CA 94025 |
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65032xxxx0 |
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Pacific Advisory Group |
435 Tasso St Palo Alto, CA 94301 |
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65032xxxx0 |
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Southgate Partners |
467 1st St, Los Altos, CA 94022 |
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65094xxxx3 |
abc***@i********.com |
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Olson Perry V |
3000 Sand Hill Rd Atherton Lane Advises Menlo Park, CA 94025 |
|
65085xxxx0 |
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Credit Masters |
755 Brewster Ave, Redwood City, CA 94063 |
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65036xxxx0 |
ali***********@c***************.com |
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Welch Stephen Cfp |
220 State St Los Altos, CA 94022 |
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65094xxxx1 |
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The Social+Capital Partnership |
120 Hawthorne Ave Palo Alto, CA 94301 |
|
65052xxxx7 |
ami*@s***.com |
3.5 |
13 |
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TA Associates |
64 Willow Pl Menlo Park, CA 94025 |
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65032xxxx3 |
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Alison Wealth Management |
530 Lytton Ave Fl 2 Palo Alto, CA 94301 |
|
88861xxxx2 |
ala*********@a***********.com |
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240 |
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266 |
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Capital Group |
2500 Sand Hill Rd Ste 130 Menlo Park, CA 94025 |
|
80042xxxx5 |
aa@c***********.com |
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170766 |
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185000 |
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Vista Investment |
1801 Murchison Dr, Burlingame, CA 94010 |
|
65069xxxx0 |
joh*******@v**************.com |
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Cognizant Wealth Advisors |
530 Lytton Ave 2nd Floor, Palo Alto, CA 94301 |
|
65020xxxx2 |
art********@c**************.com |
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5 |
16 |
329 |
3 |
327 |
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Personal Capital Advisors Corporation |
3 Lagoon Dr Ste 200, Redwood City, CA 94065 |
|
85585xxxx5 |
aar**********@p**************.com |
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Wade Financial Advisory Inc |
2105 S Bascom Ave Ste 110, Campbell, CA 95008 |
|
40836xxxx9 |
ann****@w*****.com |
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9 |
4 |
13 |
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Clear Ventures |
2209 El Camino Real, Palo Alto, CA 94306 |
|
86625xxxx4 |
aah**@c****.ventures |
4.8 |
8 |
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98 |
3 |
99 |
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Mgj Capital Management |
125 Arbuelo Way Los Altos, CA 94022 |
|
65094xxxx0 |
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The Next25 Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx7 |
acc**********@m************.com |
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Huaxing Investment Corp |
924 Colorado Ave, Palo Alto, CA 94303 |
|
65025xxxx1 |
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Mistry Investment Co Inc |
485 N Whisman Rd Ste 300, Mountain View, CA 94043 |
|
65096xxxx2 |
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TNL Car Title Loans |
251 Oconnor Dr Ste 1, San Jose, CA 95128 |
|
40866xxxx1 |
3ce*************************************@w*****************.com |
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Apollo Labs |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40872xxxx6 |
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Avalon Capital Management |
495 Seaport Ct Ste 106, Redwood City, CA 94063 |
|
65030xxxx0 |
bil***@a************.com |
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Taraval Associates |
845 Oak Grove Ave, Menlo Park, CA 94025 |
|
65032xxxx4 |
gfm****@t******.com |
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Mercer Advisors |
1700 S El Camino Real, San Mateo, CA 94402 |
|
65057xxxx8 |
lar***@d*******.com |
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Liminal Capital LLC |
540 University Ave, Palo Alto, CA 94301 |
|
65053xxxx0 |
ang**********@l**************.com |
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Parker Investment Management |
69 Santiago Ave, Atherton, CA 94027 |
|
65032xxxx7 |
joh*@p***********.com |
5 |
1 |
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Sares Regis Group |
901 Mariners Island Blvd Ste 700, San Mateo, CA 94404 |
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65037xxxx0 |
aab**@s**********.com |
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137 |
2 |
160 |
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Lasecke Weil Wealth Advisory Group, LLC |
624 University Ave, Palo Alto, CA 94301 |
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65032xxxx0 |
ede****@l**********.com |
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J.P. Morgan Private Bank |
310 University Ave 3rd Fl, Palo Alto, CA 94301 |
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65085xxxx3 |
acc******************@j*******.com |
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Radiant Wealth Planning |
530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301 |
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94922xxxx3 |
ran**@r********************.com |
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Emery and Howard |
333 Lorton Ave, Burlingame, CA 94010 |
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65057xxxx0 |
fra**@e**********.com |
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12 |
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BayOne Real Estate Investment Corporation |
1754 Technology Dr Ste 108, San Jose, CA 95110 |
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40888xxxx0 |
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Oval Partners |
335 Bryant St, Palo Alto, CA 94301 |
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65044xxxx1 |
inf*@o***********.com |
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First Republic Investment Management |
2100 El Camino Real, Palo Alto, CA 94306 |
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65035xxxx0 |
dav**@c**************.com |
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RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40829xxxx2 |
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5 |
2 |
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Concert Global Group LTD |
1871 The Alameda Ste 350, San Jose, CA 95126 |
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40899xxxx5 |
dom****@a***********.com |
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2986 |
27 |
3500 |
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Barbara Madden - Ameriprise Financial Services |
164 Main St Ste 206 Los Altos, CA 94022 |
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65094xxxx0 |
bar*************@a***.com |
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Clidro Private Wealth Management |
50 University Ave, Los Gatos, CA 95030 |
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40834xxxx0 |
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The Mountain View Group - Morgan Stanley |
650 Castro St UNIT 105, Mountain View, CA 94041 |
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65031xxxx0 |
acc**********@m************.com |
5 |
1 |
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Morgan Stanley |
650 Castro St, Mountain View, CA 94041 |
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65096xxxx9 |
acm***********@m************.com |
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Morgan Stanley Wealth Management |
333 W San Carlos St Ste 1100, San Jose, CA 95110 |
|
40828xxxx0 |
aar***********@m***********************.com |
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Triangle Peak Partners |
505 Hamilton Ave STE 300, Palo Alto, CA 94301 |
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65056xxxx5 |
col**@t*******************.com |
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West Coast Investment Properties |
2055 Grant Rd, Los Altos, CA 94024 |
|
65025xxxx0 |
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Sumeru Equity Partners LP |
2020 Pioneer Ct, San Mateo, CA 94403 |
|
65052xxxx0 |
abi**********@s***********.com |
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Peninsula Land & Capital |
2390 El Camino Real, Palo Alto, CA 94306 |
|
65032xxxx4 |
bsm***@p************.com |
3.7 |
3 |
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Wells Fargo Private Bank |
301 University Ave, Palo Alto, CA 94301 |
|
65075xxxx2 |
pri*********@w*********.com |
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153029 |
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11 |
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Edward Jones - Financial Advisor: Evonne Carter |
855 Oak Grove Ave Ste 101 Menlo Park, CA 94025 |
|
65032xxxx3 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Aetos Alternatives Management |
2500 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx2 |
aet*****************@a****.com |
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Costanoa Ventures |
160 Forest Ave, Palo Alto, CA 94301 |
|
65038xxxx0 |
*re*@c*********.com |
1 |
1 |
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Armstrong Retirement Planning |
11669 Olive Spring Ct, Cupertino, CA 95014 |
|
40825xxxx7 |
bob@a****************.com |
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Wells Fargo Advisors FiNet |
20 S Santa Cruz Ave, Los Gatos, CA 95030 |
|
40829xxxx0 |
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Allstate Personal Financial Representative: Virginia Harrison |
1502 Adeline Dr, Burlingame, CA 94010 |
|
41584xxxx0 |
a****00@a*******.com |
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Arbor Advisors |
1950 University Ave Ste 202, East Palo Alto, CA 94303 |
|
65032xxxx0 |
aar**@a************.com |
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Best Investment Co. |
1816 Tully Rd, San Jose, CA 95122 |
|
40853xxxx1 |
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Jeff Phillips - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx3 |
acc**********@m************.com |
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Peakview Capital |
540 University Ave Ste 350 Palo Alto, CA 94301 |
|
65028xxxx1 |
che***@p*******.capital |
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Richard Simpson - Financial Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
dns*****@a***.com |
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Davin Lundgren - Associate Manager, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dav*************@a***.com |
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9 |
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9 |
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Dover Investment Corporation |
618 Walnut St, San Carlos, CA 94070 |
|
65059xxxx4 |
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GCA Savvian Advisors |
2061 Avy Ave Menlo Park, CA 94025 |
|
65080xxxx0 |
abe****@g*********.com |
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Amino Capital |
346 Emerson St, Palo Alto, CA 94301 |
|
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abc***@a***********.com |
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5 |
15 |
225 |
44 |
245 |
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Flagstar Bank |
11 El Camino Real, San Carlos, CA 94070 |
|
65026xxxx9 |
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Artha Wealth Management Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx4 |
acc**********@m************.com |
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Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
ala*@c**********.com |
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5 |
33 |
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Adams Financial Inc. |
4020 Moorpark Ave Ste 101, San Jose, CA 95117 |
|
40882xxxx6 |
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McDonald Wealth Management |
51 E Campbell Ave, Campbell, CA 95008 |
|
40842xxxx8 |
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Managed Investments Inc. |
1265 Montecito Ave, Mountain View, CA 94043 |
|
65096xxxx5 |
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First Republic Bank - Temp. CLOSED |
2275 El Camino Real Palo Alto, CA 94306 |
|
65032xxxx3 |
aar******@f************.com |
4 |
9 |
4.2 |
24 |
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Aetos Capital |
2500 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx0 |
aca*******@a****.com |
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Fan Asset Management |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40874xxxx2 |
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Franklin Templeton Investments |
1 Franklin Pkwy, San Mateo, CA 94403 |
|
65031xxxx0 |
ftd**********@f****************.com |
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Liminal Capital |
535 Middlefield Rd, Menlo Park, CA 94025 |
|
65066xxxx6 |
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Pruneyard Financial Group Inc |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx4 |
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Pacific Advisors |
910 E Hamilton Ave Ste 350, Campbell, CA 95008 |
|
40839xxxx0 |
cam*************@g***********.com |
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Hercules Technology Growth Capital Hercules Technology Growth Capital |
400 Hamilton Ave Ste 310, Palo Alto, CA 94301 |
|
65028xxxx0 |
|
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24 |
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The Householder Group |
635 Bryant St, Palo Alto, CA 94301 |
|
65032xxxx1 |
alu*******@h***************.com |
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James Park - Branch Manager, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
|
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169 |
|
169 |
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Franklin Administrative Services |
960 Park Pl, San Mateo, CA 94403 |
|
65031xxxx0 |
aar********@f****************.com |
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Edward Jones - Financial Advisor: Jeff Chu |
411 Borel Ave Ste 505, San Mateo, CA 94402 |
|
65034xxxx0 |
a.j*********@e**********.com |
|
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The Curtis Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx5 |
int**********@m************.com |
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Waverley Wealth Management |
2570 W El Camino Real Suite 200, Mountain View, CA 94040 |
|
65055xxxx0 |
inq******@w*************.com |
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Liu & Partners Properties |
44790 S Grimmer Blvd, Fremont, CA 94538 |
|
51025xxxx8 |
acl******@l************.com |
|
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Federal Arbitration |
4083 Transport St Palo Alto, CA 94303 |
|
65032xxxx0 |
arm******@f*****.com |
|
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|
Icon Ventures |
505 Hamilton Ave Ste 310, Palo Alto, CA 94301 |
|
65046xxxx0 |
aka**********@i***********.com |
5 |
3 |
|
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309 |
39 |
322 |
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Harvest Management Partners |
1290 Oakmead Pkwy, Sunnyvale, CA 94085 |
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40824xxxx0 |
ala***@h********.com |
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147 |
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144 |
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Harmony Capitol |
2055 Woodside Rd Ste 250, Redwood City, CA 94061 |
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65036xxxx3 |
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Menlo Park, CA Branch Office - UBS Financial Services Inc. |
64 Willow Pl Ste 200, Menlo Park, CA 94025 |
|
65028xxxx0 |
abc***@u**.com |
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Palo Alto Wealth Advisors |
715 Colorado Ave a, Palo Alto, CA 94303 |
|
65065xxxx0 |
dia**@p*************.com |
5 |
3 |
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The HY Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx0 |
acc**********@m************.com |
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Co Capitol Partners |
1030 University Ave, Palo Alto, CA 94301 |
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65032xxxx4 |
adv*****@c*********.com |
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Yale Investment Company |
438 Cambridge Ave Ste 100, Palo Alto, CA 94306 |
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65032xxxx3 |
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McDonald Wealth Mgmt |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40842xxxx8 |
ale*****@r******.com |
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5 |
5 |
111 |
2 |
112 |
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Regis Management Company |
873 Santa Cruz Ave, Menlo Park, CA 94025 |
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65083xxxx0 |
aan******@r*******.com |
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John W Parker Investment Management |
Serving thePalo Alto Area |
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65032xxxx7 |
sta**@p***********.com |
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International Angel Investors Org |
12422 Robleda Rd Los Altos, CA 94022 |
|
65094xxxx0 |
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Edward Jones - Financial Advisor: Tevin Mercer |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
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87384 |
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100000 |
1 |
1 |
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Cherene Wong - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
che*********@a***.com |
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Stanford Management Company (SMC) |
Gunn Building, 645 Knight Way, Stanford, CA 94305 |
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ada**@s*******.edu |
1 |
1 |
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Davis Financial Management |
1042 W Hedding St, San Jose, CA 95126 |
|
40834xxxx0 |
ali**@d******.com |
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Columbia Property Trust |
1900 University Ave, East Palo Alto, CA 94303 |
|
65032xxxx5 |
ada*********@c*******.reit |
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Sackett Brooks C CFP CIMA Chief Capital Management Inc. |
1581 Camino Monde, San Jose, CA 95125 |
|
40897xxxx3 |
bro***@c***********.com |
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GigCapital |
1731 Embarcadero Rd, Palo Alto, CA 94303 |
|
65027xxxx0 |
avi@g***************.com |
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Nelson Roberts Investment Advisors |
1950 University Ave Ste 202, East Palo Alto, CA 94303 |
|
65032xxxx0 |
aog*****@n************.com |
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Point |
444 High St, Palo Alto, CA 94301 |
|
88876xxxx3 |
abi****@p****.com |
3.7 |
20 |
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1613 |
10 |
1700 |
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Farnam Street Financial |
502 Waverley St Suite 301, Palo Alto, CA 94301 |
|
65046xxxx8 |
abe***@f***********.net |
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Blue Diamond Development LLC |
34972 Newark Blvd Suite 123, Newark, CA 94560 |
|
51032xxxx9 |
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Norwest Venture Partners |
525 University Ave Ste 800 Palo Alto, CA 94301 |
|
65032xxxx0 |
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4 |
1 |
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East Gate Capital Management |
5050 El Camino Real, Los Altos, CA 94022 |
|
65058xxxx8 |
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Carlyle Investment Management |
2710 Sand Hill Rd, Menlo Park, CA 94025 |
|
65084xxxx6 |
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Strutz-Levett Investment Holding Co |
502 Waverley St, Palo Alto, CA 94301 |
|
65032xxxx0 |
con****@p*************.org |
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Global Trust Bank |
700 E El Camino Real Ste 300 Mountain View, CA 94040 |
|
65096xxxx0 |
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ATS Financial |
1162 Chestnut St, Menlo Park, CA 94025 |
|
65032xxxx7 |
c18*****************************@s*****.wixpress |
4.5 |
57 |
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Lau Financial Services |
181 2nd Ave Ste 600, San Mateo, CA 94401 |
|
65034xxxx0 |
inf*@r********.com |
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994 |
8 |
1000 |
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West Valley Peninsula Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
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12824 |
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Palo Alto Investors |
470 University Ave, Palo Alto, CA 94301 |
|
65032xxxx2 |
jdo*@p***********.com |
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Mistry Investment Co |
5150 El Camino Real, Los Altos, CA 94022 |
|
65096xxxx2 |
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Annie Szu Real Estate |
19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014 |
|
40898xxxx9 |
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Gates Pass Advisors |
280 2nd St Ste 280 Los Altos, CA 94022 |
|
65079xxxx0 |
inf*@g****************.com |
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Altos Ventures Management Inc |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx9 |
ala*@a****.vc |
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Benchmark Capital Partners |
2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65085xxxx0 |
aag*****@b********.com |
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Klein Financial Group |
15 Montebello Way, Los Gatos, CA 95030 |
|
40839xxxx0 |
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Ameriprise Financial Advisors |
141 1st St Los Altos, CA 94022 |
|
65094xxxx0 |
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Think Different Financial Planning |
101 Jefferson Dr Menlo Park, CA 94025 |
|
65038xxxx3 |
fir**@t***************.com |
|
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5 |
14 |
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Synergism Investors |
170 State St Los Altos, CA 94022 |
|
65094xxxx2 |
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Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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Saratoga Research & Investment Management |
14471 Big Basin Way, Saratoga, CA 95070 |
|
40874xxxx0 |
ada*@s**********.com |
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Carlson Financial Advisors |
1766 Terrace Dr, Belmont, CA 94002 |
|
65050xxxx0 |
bi**@c**************.com |
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Morgan Stanley Wealth Management |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx3 |
int**********@m************.com |
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Meridian Investments Management |
702 Marshall St, Redwood City, CA 94063 |
|
65055xxxx0 |
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William A Michaelsen - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx3 |
acc**********@m************.com |
|
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Atherton Lane Advisers |
3000 Sand Hill Rd Ste 1-270 Menlo Park, CA 94025 |
|
65023xxxx6 |
ab**@a***********.com |
|
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2 |
1 |
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George M Saliga-Private Client Advisor |
531 Cowper St, Palo Alto, CA 94301 |
|
65026xxxx6 |
aab****@b************.com |
|
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98598 |
1332 |
99000 |
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Social Capital |
317 University Ave, Palo Alto, CA 94301 |
|
65052xxxx7 |
cha****@s************.com |
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King Asset Management |
265 Lytton Ave UNIT 304, Palo Alto, CA 94301 |
|
65032xxxx6 |
cco*****@c***.com |
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Galindo, Jim |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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|
Edward Jones - Financial Advisor: Jane E Khalaf |
430 Sherman Ave, Palo Alto, CA 94306 |
|
65032xxxx6 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
|
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Dolan Capital Management |
635 Bryant St Palo Alto, CA 94301 |
|
65032xxxx0 |
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GGV Capital |
Silicon Valley Office 3000 Sand Hill Rd, Bldg 4, Ste 230 Menlo Park, CA 94025 |
|
65047xxxx0 |
aal*****@g***.com |
4.7 |
3 |
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Wealth Architects |
250 Cambridge Ave Ste 201, Palo Alto, CA 94306 |
|
65032xxxx4 |
|
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Osborne Partners Capital Management |
545 Middlefield Rd Ste 165 Menlo Park, CA 94025 |
|
65085xxxx0 |
aar****@o**************.com |
|
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|
Pacific Precious Metals |
2778 Middlefield Rd Palo Alto, CA 94306 |
|
40871xxxx6 |
chr******@p********************.com |
4.7 |
33 |
4.7 |
50 |
|
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|
|
2400 |
|
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|
Allstate Personal Financial Representative: Robert McGlinchy |
467 Hamilton Ave Ste 11, Palo Alto, CA 94301 |
|
65032xxxx1 |
a****00@a*******.com |
|
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Yso Capital Management |
1633 Bayshore Hwy Ste 127, Burlingame, CA 94010 |
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65065xxxx9 |
car***@y*******************.com |
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Brandin and Associates |
1477 Portola Rd, Woodside, CA 94062 |
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65032xxxx9 |
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Morgan Stanley Wealth Management |
4, 1001 Page Mill Rd #101, Palo Alto, CA 94304 |
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65049xxxx0 |
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Riverwood Capital |
70 Willow Rd, Menlo Park, CA 94025 |
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65061xxxx0 |
ada*@r***************.com |
4.7 |
3 |
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Broadview Wealth Advisors - Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
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40866xxxx7 |
bro********************@a***.com |
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New Stage Investment Group |
520 S El Camino Real Ste 320, San Mateo, CA 94402 |
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65045xxxx2 |
han*@n*****************.com |
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Merrill Investment & Retirement Financial Center |
530 Lytton Ave, Palo Alto, CA 94301 |
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65079xxxx8 |
dom*****************@b************.com |
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Edward Jones - Financial Advisor: Hanneke R Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
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65034xxxx1 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Lucas Venture Group |
555 Bryant St #239, Palo Alto, CA 94301 |
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ae@r******.com |
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Morgan Stanley Wealth Management |
411 Borel Ave, San Mateo, CA 94402 |
|
65035xxxx1 |
int**********@m************.com |
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Jing Chien - Private Wealth Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
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Securities America Inc. |
540 Ralston Ave, Belmont, CA 94002 |
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65063xxxx1 |
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Anna Paiva |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65047xxxx5 |
acc************@f************.com |
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Wellspring Capital Management |
2600 El Camino Real, Palo Alto, CA 94306 |
|
65085xxxx5 |
car**@w*************.com |
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Sequoia Wealth Advisors & Investment Management, Inc. |
99 Almaden Blvd Ste 925, San Jose, CA 95113 |
|
40827xxxx0 |
*nn*@s********.com |
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258 |
4 |
270 |
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Cefcu |
670 Lincoln Ave, San Jose, CA 95126 |
|
40895xxxx0 |
aal**************@c****.com |
4.3 |
26 |
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Canid Asset Management |
330 2nd St, Los Altos, CA 94022 |
|
65094xxxx3 |
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Coeus Financial |
1901 S Bascom Ave Ste 1150, Campbell, CA 95008 |
|
40842xxxx4 |
bpl*****@c*************.com |
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178 |
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C.M. Capital Corporation |
525 University Ave #200, Palo Alto, CA 94301 |
|
65032xxxx0 |
ac@c*******.com |
2 |
4 |
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Ta Associates |
70 Willow Rd Ste 100 Menlo Park, CA 94025 |
|
65032xxxx0 |
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Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS™ |
39849 Paseo Padre Pkwy, Fremont, CA 94538 |
|
51077xxxx7 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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West Valley Properties |
280 2nd St Ste 230 Los Altos, CA 94022 |
|
65055xxxx4 |
apa*******@w*******************.com |
3 |
2 |
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Phases Financial Group |
3000 El Camino Real Suite 3-100, Palo Alto, CA 94306 |
|
65084xxxx1 |
aar************@r***********.com |
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17482 |
|
18000 |
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Merrill Investment & Retirement Financial Center |
3000 El Camino Real #130, Palo Alto, CA 94306 |
|
65038xxxx2 |
dom*****************@b************.com |
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Quantumwave Capital |
540 University Ave, Palo Alto, CA 94301 |
|
65032xxxx0 |
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Edward Jones - Financial Advisor: Cynthia A Wemyss |
339 S San Antonio Rd Suite 1 B Los Altos, CA 94022 |
|
65094xxxx6 |
a.j*********@e**********.com |
|
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1 |
1 |
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Accel Partners |
428 University Ave, Palo Alto, CA 94301 |
|
65061xxxx0 |
aar**@a****.com |
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Morgan Stanley Wealth Management |
3000 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx0 |
a.e****@m***********************.com |
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Wohl Capital Management |
2180 Sand Hill Road Lbby Menlo Park, CA 94025 |
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1 |
1 |
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David Farkouh - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
arn**********@a***.com |
|
20 |
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93 |
|
98 |
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Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx8 |
dns*****@a***.com |
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Red Crane Wealth Management |
3000 El Camino Real, Palo Alto, CA 94306 |
|
41531xxxx2 |
inf*@r*************.com |
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Legacy Captial Group |
459 Monterey Ave, Los Gatos, CA 95030 |
|
40839xxxx0 |
ama***@l****.com |
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Thriving Asset Management |
499 Middlefield Rd, Palo Alto, CA 94301 |
|
65064xxxx0 |
dav**********@t*********.com |
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Mok Capital Management |
4962 El Camino Real Ste 235, Los Altos, CA 94022 |
|
65031xxxx7 |
chr**@m*********.com |
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Investor’s Capital Management |
1100 Alma St Ste 200 Menlo Park, CA 94025 |
|
86696xxxx1 |
bri***@f*******.com |
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4.7 |
3 |
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BNY Wealth Menlo Park CA |
3000 Sand Hill Rd #3-290, Menlo Park, CA 94025 |
|
65023xxxx0 |
jes************@b********.com |
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Aspiriant Wealth Management |
2570 W El Camino Real #520, Mountain View, CA 94040 |
|
65094xxxx7 |
aa@a********.com |
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Sorensen, Kris |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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BCR CONSULTING GROUP |
372 Turquoise St, Milpitas, CA 95035 |
|
40875xxxx8 |
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Adams Street Partners |
2730 Sand Hill Rd, Menlo Park, CA 94025 |
|
65033xxxx0 |
aa@a******************.com |
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INVESTALENT,LLC |
210 Calderon Ave Apt 125, Mountain View, CA 94041 |
|
65081xxxx4 |
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Edward Jones - Financial Advisor: Mandy Andrei |
1045 W El Camino Real Ste C Mountain View, CA 94040 |
|
65032xxxx6 |
a.j*********@e**********.com |
|
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4.2 |
5 |
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Personal Portfolios Inc |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65036xxxx1 |
per*************************@f**********************.com |
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Wing Venture Capital |
480 Lytton Ave, Palo Alto, CA 94301 |
|
65031xxxx0 |
ans****@w***.vc |
3 |
2 |
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5 |
16 |
748 |
29 |
779 |
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Eclipse |
514 High St, Palo Alto, CA 94301 |
|
65072xxxx7 |
adm**@e******.vc |
5 |
1 |
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Trinity Ventures |
2480 Sand Hill Rd Menlo Park, CA 94025 |
|
65085xxxx0 |
abc**@t**************.com |
|
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5 |
144 |
2591 |
145 |
2600 |
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LPL Financial- Karla Eastling CFP |
1860 Embarcadero Rd Palo Alto, CA 94303 |
|
65032xxxx0 |
aar********@l**.com |
|
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5 |
1 |
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Arti Investment Properties |
860 Meridian Bay Ln Unit 133, Foster City, CA 94404 |
|
65040xxxx5 |
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FLG Partners, LLC |
228 Hamilton Ave 3rd fl, Palo Alto, CA 94301 |
|
41550xxxxxxx1 |
acc*******@f**********.com |
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41 |
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Flagstar Bank |
411 Borel Ave, San Mateo, CA 94402 |
|
65093xxxx0 |
a.j*****@o***********.com |
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Mercatus Inc |
1900 S Norfolk St, San Mateo, CA 94403 |
|
65037xxxx5 |
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Infinium Investment Advisors |
530 Lytton Ave, Palo Alto, CA 94301 |
|
65035xxxx5 |
|
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Edward Jones - Financial Advisor: Judy Qiqin Zhu |
39500 Stevenson Pl Ste 201, Fremont, CA 94539 |
|
51079xxxx0 |
a.j*********@e**********.com |
|
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|
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|
87384 |
|
100000 |
|
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The CJ Wealth Management Group - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
|
65068xxxx8 |
acc**********@m************.com |
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Horizon Ventures |
4 Main St, Los Altos, CA 94022 |
|
65091xxxx0 |
ash@h********.com |
|
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Bodri Capital Management |
Palo Alto, CA 94301 |
|
65032xxxx6 |
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SDL Capital LP |
1 1st St, Los Altos, CA 94022 |
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65055xxxx5 |
fki*****@s**********.com |
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Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
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65022xxxx7 |
dns*****@a***.com |
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proteus capital |
530 Lytton Ave, Palo Alto, CA 94301 |
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65075xxxx1 |
chr**@p*********.com |
5 |
1 |
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Venturi & Co |
345 Lorton Ave Ste 105, Burlingame, CA 94010 |
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65034xxxx0 |
bri*******@v********.com |
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Plus Capital Global, Inc. |
125 University Ave, Palo Alto, CA 94301 |
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91760xxxx8 |
bmo*****@p*******.com |
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Twin Lakes Capital Management |
3 Lagoon Dr, Redwood City, CA 94065 |
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65061xxxx3 |
jch*@t***************.com |
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Matthew Ives - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
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65085xxxx2 |
acc**********@m************.com |
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Century Centre II |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
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65052xxxx4 |
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Edward Jones - Financial Advisor: Jane E Khalaf |
430 Sherman Ave Ste 112 Palo Alto, CA 94306 |
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65032xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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Fidelity Investments |
251 University Ave Palo Alto, CA 94309 |
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65032xxxx1 |
a61****@f*******.com |
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2 |
38 |
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329005 |
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352000 |
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Principal - Closed |
2099 Gateway Pl Ste 100, San Jose, CA 95110 |
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40853xxxx0 |
a.m**@p********.com |
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Thrivent Financial |
155 Bovet Rd, San Mateo, CA 94402 |
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65035xxxx2 |
a.v@t*******.com |
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Silicon Valley Capital Management |
335 Main St, Los Altos, CA 94022 |
|
41586xxxx0 |
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Raymond James & Associates |
1901 S Bascom Ave Ste 1550, Campbell, CA 95008 |
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40837xxxx0 |
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5 |
1 |
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Next Legacy Partners |
180 Lytton Ave, Palo Alto, CA 94301 |
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65032xxxx0 |
doe****@n*********.com |
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Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40888xxxx9 |
cor***********@a***.com |
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106 |
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Mayfield Advisors |
550 N California Ave Palo Alto, CA 94301 |
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65085xxxx0 |
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A K J Asset Management |
1180 Harker Ave, Palo Alto, CA 94301 |
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65032xxxx0 |
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Parakletos Adventures |
175 Nortech Pkwy, San Jose, CA 95134 |
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40894xxxx0 |
con****@p*********.com |
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Citi Personal Wealth Management |
395 W El Camino Real, Sunnyvale, CA 94087 |
|
40873xxxx5 |
arc*****************@c***.com |
2.8 |
56 |
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151265 |
2091 |
11 |
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Ticonderoga Capital |
3000 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx3 |
bob@t*****.com |
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Mayfield Investment Co Inc |
1023 Corporation Way, Palo Alto, CA 94303 |
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65049xxxx0 |
hed***@m****************.com |
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Encinal Investers |
1600 El Camino Real, Menlo Park, CA 94025 |
|
65032xxxx6 |
bcu****@p**********.com |
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David Mogannam-Financial Advisor |
39533 Paseo Padre Pkwy, Fremont, CA 94538 |
|
51029xxxx8 |
aab****@b************.com |
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40840 |
176 |
41000 |
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Thomas C Klein and Company |
Los Altos, CA 94022 |
|
65094xxxx5 |
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KLM Capital Management Inc |
10 Almaden Blvd, San Jose, CA 95113 |
|
40897xxxx8 |
alf*****@k*********.com |
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McCarthy Asset Management Inc |
3 Lagoon Dr, Ste 155, Redwood City, CA 94065 |
|
65061xxxx0 |
ant****@m************.com |
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TD Ameritrade |
423 E Hamilton Ave, Campbell, CA 95008 |
|
40891xxxx0 |
aam***********@t***********.com |
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646210 |
192 |
658000 |
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Ivory Capital |
7 Veronica Pl, Portola Valley, CA 94028 |
|
65053xxxx6 |
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DAG Ventures |
251 Lytton Ave Ste 200 Palo Alto, CA 94301 |
|
65054xxxx0 |
deb****@d**********.com |
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Pamela Matthews - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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Sutter Hill Ventures |
755 Page Mill Rd Ste A200, Palo Alto, CA 94304 |
|
65049xxxx0 |
acc************@s**.com |
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Bob Marshalla Asset Management |
95 Main St Los Altos, CA 94022 |
|
65094xxxx2 |
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Asa Limited |
400 S El Camino Real Ste 710, San Mateo, CA 94402 |
|
65037xxxx5 |
ang**************@a*****.com |
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TRADES HUB 247 |
Boyce Ave #94301, Palo Alto, CA 94301 |
|
71491xxxx2 |
hel**@u************.com |
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1400 |
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Bedrock Capital Management |
5050 El Camino Real Los Altos, CA 94022 |
|
65096xxxx4 |
eri*@b*************.com |
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Whelan Capital Management |
261 Hamilton Ave # 200, Palo Alto, CA 94301 |
|
65083xxxx0 |
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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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August Capital |
2480 Sand Hill Rd Menlo Park, CA 94025 |
|
65023xxxx0 |
aa@a********.com |
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1 |
1 |
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Menlo Equities |
490 California Ave Fl 4, Palo Alto, CA 94306 |
|
65032xxxx0 |
a****@m************.com |
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Menalto Advisors, |
2550 Hanover St, Palo Alto, CA 94304 |
|
65045xxxx5 |
b.k@m**************.com |
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Oak Investments Partners |
525 University Ave Ste 1300, Palo Alto, CA 94301 |
|
65061xxxx0 |
ban***@o*****.com |
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Edward Jones |
69 Washington St, Santa Clara, CA 95050 |
|
40898xxxx9 |
a.j*********@e**********.com |
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87358 |
|
99000 |
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Breakwater Capital Management |
300 Hamilton Ave, Palo Alto, CA 94301 |
|
65091xxxx0 |
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Canaan Management Inc |
2765 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx2 |
aca*****@c*****.com |
5 |
1 |
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Samsara Biocapital |
628 Middlefield Rd, Palo Alto, CA 94301 |
|
65028xxxx0 |
chr******@s*********.com |
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Trust Deed Investing Mountain View |
Mountain View, CA 94043 |
|
65088xxxx6 |
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Tom Cochran-Bancwest Investment Services Wealth Financial Advisor |
3081 Mckee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40839 |
176 |
41000 |
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Jeanette Garretty, Robertson Stephens |
1550 El Camino Real Ste 250, Menlo Park, CA 94025 |
|
41550xxxx9 |
abl**@r********.com |
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Shanda Asset Management |
2735 Sand Hill Rd Menlo Park, CA 94025 |
|
65065xxxx0 |
bes******@s*****.com |
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Frost Capital Management |
941 E Charleston Rd, Palo Alto, CA 94303 |
|
65080xxxx9 |
kat*****@h********.com |
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Gelormini Financial Advisory |
4966 El Camino Real Los Altos, CA 94022 |
|
65096xxxx3 |
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Highcrest Management Group |
4 Main St, Los Altos, CA 94022 |
|
65020xxxx0 |
arc********@h*************.com |
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Sullivan & Serwitz Investment |
779 Altos Oaks Dr, Los Altos, CA 94024 |
|
65094xxxx1 |
inf*@s**************.com |
3 |
2 |
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Edward Jones - Financial Advisor: Linh B Thai |
855 Oak Grove Ave Ste 101, Menlo Park, CA 94025 |
|
65032xxxx3 |
|
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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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Mark Beach |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65023xxxx1 |
add********@f************.com |
|
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Heritage Financial North |
433 Airport Blvd. Suite 228, Burlingame, CA 94010 |
|
65057xxxx5 |
lxx*****@h*********************.com |
|
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5 |
6 |
44 |
|
48 |
|
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Prologis |
3353 Gateway Blvd, Fremont, CA 94538 |
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51065xxxx0 |
aad***@p*******.com |
3.5 |
4 |
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Pillar Wealth Management |
Palo Alto, CA 94301 |
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83363xxxx8 |
chr**@p*******.com |
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Vale Capital |
770 Menlo Ave Ste 201, Menlo Park, CA 94025 |
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65060xxxx0 |
inf*@v******.net |
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Wealth Architects |
800 W El Camino Real Ste 201 Mountain View, CA 94040 |
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65032xxxx4 |
ada*@w***************.com |
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22 |
5 |
1 |
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Merrill Lynch Wealth Management |
50 W San Fernando St 16th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
ale*********@m*.com |
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16 |
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Chris Merrifield |
2100 El Camino Real, Palo Alto, CA 94306 |
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65047xxxx9 |
acc************@f************.com |
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Hurley Wealth Management Group |
1601 Bayshore Hwy, Burlingame, CA 94010 |
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65051xxxx2 |
*re*@h***********.com |
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World Innovation Lab |
102 University Ave Ste 1A Palo Alto, CA 94301 |
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bey**********@w****.com |
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Seattle Investment Consultant |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40872xxxx8 |
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Doyle & Boissiere |
330 Primrose Rd Ste 212, Burlingame, CA 94010 |
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65068xxxx0 |
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Fremont Bank |
5829 Jarvis Ave Ste B, Newark, CA 94560 |
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51094xxxx1 |
aar*********@f**********.com |
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Morgan Stanley |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
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40835xxxx8 |
acm***********@m************.com |
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Pac Link Management |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65085xxxx6 |
inf*@d*************.org |
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City National Bank |
245 Lytton Ave, Palo Alto, CA 94301 |
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65081xxxx0 |
aba*******@n*******.cnb |
5 |
1 |
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5371 |
151 |
5900 |
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The CJ Wealth Management Group-Morgan Stanley |
245 Lytton Ave, Palo Alto, CA 94301 |
|
65068xxxx8 |
acc**********@m************.com |
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Hewins Financial Advisors |
400 S El Camino Real Ste 800, San Mateo, CA 94402 |
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65062xxxx0 |
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Michael Kato |
2100 El Camino Real 2nd Fl, Palo Alto, CA 94306 |
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65028xxxx7 |
acc************@f************.com |
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Goalpath Financial Planning |
5050 El Camino Real Ste 203, Los Altos, CA 94022 |
|
65096xxxx7 |
bra*@v********.com |
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Morgan / Chapman Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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12824 |
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Legacy Partners Wealth Management - UBS Financial Services Inc. |
305 Lytton Ave, Palo Alto, CA 94301 |
|
65028xxxx8 |
abc*******@u**.com |
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ASB Real Estate Investments |
744 Cowper St, Palo Alto, CA 94301 |
|
65061xxxx1 |
aro******@a************.com |
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Matthew Castillo |
1712 Meridian Ave, San Jose, CA 95125 |
|
40866xxxx0 |
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4.3 |
62 |
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ZNZ Capital Private Ltd |
4260 Albany Dr, San Jose, CA 95129 |
|
70747xxxx6 |
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Connective Capital Management, LLC |
385 Homer Ave, Palo Alto, CA 94301 |
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all**@c*********.com |
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Cypress Capital Group |
Palo Alto, CA 94301 |
|
65042xxxx3 |
ala*********@c**************.com |
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5 |
2 |
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177 |
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176 |
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Edward Jones |
856 W El Camino Real Mountain View, CA 94040 |
|
65096xxxx0 |
a.j*********@e**********.com |
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5 |
1 |
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87096 |
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99000 |
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Castaneda, Philip T |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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WhiteSpace Financial, LLC |
228 Hamilton Ave # 300, Palo Alto, CA 94301 |
|
65077xxxx8 |
ang**@o************.com |
5 |
1 |
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Pruneyard Financial Group Inc |
51 E Campbell Ave, Campbell, CA 95008 |
|
40837xxxx4 |
hel**@r**********.com |
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Glass And Associates |
12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070 |
|
40825xxxx9 |
adu****@p***************.com |
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5 |
5 |
2084 |
19 |
2000 |
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SAS Financial Advisors |
10 Iris St, Palomar Park, CA 94062 |
|
41577xxxx0 |
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Ajani Investments |
1200 Seaport Blvd Redwood City, CA 94063 |
|
65029xxxx3 |
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Young And Associates |
1999 S Bascom Ave Ste 910, Campbell, CA 95008 |
|
40862xxxx0 |
aal**********@k*.com |
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200595 |
|
268000 |
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General Atlantic Partners |
228 Hamilton Ave Fl 2 Palo Alto, CA 94301 |
|
65025xxxx0 |
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Summit Financial Advisors |
109 Baldwin Ave, San Mateo, CA 94401 |
|
65035xxxx0 |
aar**@s*************.com |
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Azure Capital Partners |
713 Santa Cruz Ave, Menlo Park, CA 94025 |
|
65066xxxx4 |
ada*********@a*******.com |
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VC Travel - Venture Capital Travel, Investors & Advisors |
555 Bryant St Unit 195, Palo Alto, CA 94301 |
|
21273xxxx8 |
bry**@v*******.com |
5 |
1 |
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Parsons Financial Adivsors |
721 Purissima St, Half Moon Bay, CA 94019 |
|
65071xxxx0 |
inf*@p****************.com |
5 |
2 |
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Glaze Capital |
4962 El Camino Real Ste 225, Los Altos, CA 94022 |
|
65093xxxx0 |
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Deutsche Bank AG |
2650 Birch St, Palo Alto, CA 94306 |
|
65075xxxx3 |
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Wales Investment Inc |
2055 Junction Ave Ste 100, San Jose, CA 95131 |
|
40894xxxx6 |
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Edward Jones |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40837xxxx4 |
a.j*********@e**********.com |
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87358 |
|
99000 |
5 |
5 |
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Svb Capital |
2400 Hanover St, Palo Alto, CA 94304 |
|
65049xxxx7 |
aa@s**.com |
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Summitry |
919 E Hillsdale Blvd Ste 150, Foster City, CA 94404 |
|
65021xxxx0 |
inf*@s*******.com |
|
28 |
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Pwjohnson Wealth Management |
1153 Bordeaux Dr, Sunnyvale, CA 94089 |
|
40874xxxx2 |
aus*****@p********.com |
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Cynthia Lemus |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65023xxxx3 |
acc************@f************.com |
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Edward Jones - Financial Advisor: Lucy McGuire |
14375 Saratoga Ave Ste 105, Saratoga, CA 95070 |
|
40856xxxx5 |
a.j*********@e**********.com |
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61 |
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Raymond James Financial |
770 Menlo Ave Ste 208, Menlo Park, CA 94025 |
|
65056xxxx1 |
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Jyk Investment Consulting Corp |
39812 Mission Blvd, Fremont, CA 94539 |
|
51027xxxx8 |
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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
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Bcp Capital Management |
1810 Gateway Dr Ste 260, San Mateo, CA 94404 |
|
65031xxxx0 |
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Regis Management Co |
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025 |
|
65083xxxx0 |
aan******@r*******.com |
5 |
1 |
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Curran and Lewis Investment Management Inc |
830 Menlo Ave Ste 210, Menlo Park, CA 94025 |
|
65046xxxx0 |
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Beck Investment Management |
530 Lytton Ave Flr 2 Palo Alto, CA 94301 |
|
65032xxxx0 |
bec***********@c*************.com |
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NF Wealth Management - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
amb****************@a***.com |
|
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63 |
4 |
62 |
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Peakview Capital |
525 Middlefield Rd Suite 230, Menlo Park, CA 94025 |
|
65032xxxx0 |
che***@p*******.capital |
|
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Deborah Abel Cfp |
9 Vasilakos Ct, Menlo Park, CA 94025 |
|
65032xxxx3 |
ala**********@s****************.com |
|
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Founders Equity Partners |
5 Palo Alto Square, Palo Alto, CA 94306 |
|
41536xxxx8 |
col*@f******.com |
|
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271 State Street |
170 State St, Los Altos, CA 94022 |
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65094xxxx9 |
inf*@s****************.com |
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Pariveda Investment Manage |
5050 El Camino Real, Los Altos, CA 94022 |
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65058xxxx2 |
bmu****@p*******.com |
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Umpqua Bank |
289 S San Antonio Rd, Los Altos, CA 94022 |
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65055xxxx5 |
aar*********@u*********.com |
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Eric Stryker - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx4 |
dns*****@a***.com |
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Lightspeed Venture Partners |
2200 Sand Hill Rd, Menlo Park, CA 94025 |
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65023xxxx0 |
bej**@l***********.com |
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5170 |
170 |
5400 |
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Robert Cleland & Todd Armer |
1999 S Bascom Ave, Campbell, CA 95008 |
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40837xxxx8 |
ant*******@a***.com |
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132680 |
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134000 |
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Guideline Investments LLC |
500A 2nd Ave, San Mateo, CA 94401 |
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41580xxxx8 |
aa@g********.com |
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Tiemann Investment Advisors |
750 Menlo Ave STE 300, Menlo Park, CA 94025 |
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65056xxxx0 |
inf*@t******.net |
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Morgan Stanley |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
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40886xxxx2 |
acc**********@m************.com |
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Tai Ning Trading & Investment Co Inc |
2209 El Camino Real, Palo Alto, CA 94306 |
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65032xxxx8 |
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Steven Eggers - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx7 |
acc**********@m************.com |
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Sears Capital Management Inc |
300 3rd St Ste 6, Los Altos, CA 94022 |
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65094xxxx7 |
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College Planning ABC |
3031 Tisch Way # 110, San Jose, CA 95128 |
|
40891xxxx8 |
dan***@c*****************.com |
5 |
27 |
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Edward Jones - Financial Advisor: David M Amann |
702 Marshall St Ste 515 Redwood City, CA 94063 |
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65036xxxx8 |
a.j*********@e**********.com |
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5 |
3 |
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115 |
15 |
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Ottoman Ventures |
535 Cowper St #2nd, Palo Alto, CA 94301 |
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65027xxxx0 |
joh******@o**************.com |
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Arno Ventures |
25 Olmsted Rd Stanford, CA 94305 |
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51045xxxx4 |
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Pacific Edge Inv Mgmt |
800 W El Camino Real, Mountain View, CA 94040 |
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65094xxxx5 |
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Franklin Templeton Group |
777 Mariners Island Blvd, San Mateo, CA 94404 |
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65031xxxx0 |
a.-******@f****************.com |
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Arti Investment Properties |
2975 Bowers Ave, Santa Clara, CA 95051 |
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40884xxxx1 |
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LPL Financial |
525 W Remington Dr Ste 124, Sunnyvale, CA 94087 |
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40873xxxx8 |
aar********@l**.com |
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20006 |
208 |
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Accel |
500 University Ave, Palo Alto, CA 94301 |
|
65061xxxx0 |
aar**@a****.com |
4.5 |
8 |
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Johnson Lyman Wealth Advisor |
4966 El Camino Real, Los Altos, CA 94022 |
|
65049xxxx3 |
bec***@j*******.com |
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Joe Guttadauro - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx9 |
dns*****@a***.com |
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Tayan Partners Fund LP |
1135 Trinity Dr, Menlo Park, CA 94025 |
|
65085xxxx1 |
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Woodside Capital Partners |
2650 Birch St #100, Palo Alto, CA 94306 |
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akh*************@w**********.com |
3.7 |
3 |
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Red Rock Ventures |
530 Lytton Ave Ste 2 Palo Alto, CA 94301 |
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65032xxxx1 |
b.b@r**************.com |
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Miller Martin |
1355 San Carlos Ave Ste A, San Carlos, CA 94070 |
|
65023xxxx1 |
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Ryan Lee - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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Carlsbad Capital Investment |
1259 El Camino Real # 266, Menlo Park, CA 94025 |
|
65032xxxx5 |
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Sierra Pacific Financial Advisors |
39899 Balentine Dr, Newark, CA 94560 |
|
51043xxxx8 |
ama@s********.com |
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84 |
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88 |
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Essex Woodlands Health Venture |
335 Bryant St Ste 3, Palo Alto, CA 94301 |
|
65054xxxx5 |
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895937 |
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18 |
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Liberty Group |
419 N Shoreline Blvd Mountain View, CA 94043 |
|
65056xxxx0 |
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Gibraltar Investment Corporation |
Los Altos, CA 94022 |
|
65094xxxx0 |
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Sequoia Capital |
3000 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx7 |
a@s*********.com |
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EquityBee |
955 Alma St Suite A, Palo Alto, CA 94301 |
|
65084xxxx9 |
abi****@e********.com |
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Woodside Capital Partners |
2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303 |
|
65039xxxx4 |
akh*************@w**********.com |
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A Life Well Spent |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx7 |
joh*@a*************.net |
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Vanguard Venture Partners |
525 University Ave, Palo Alto, CA 94301 |
|
65032xxxx0 |
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EY |
550 High St, Palo Alto, CA 94301 |
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abd**********@e*.com |
4 |
2 |
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550222 |
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565000 |
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SV Palo Alto Group - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
|
65032xxxx0 |
acc**********@m************.com |
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Nancy Versoza | The Queen Of Infinite Banking |
4623 Novato St, Union City, CA 94587 |
|
51078xxxx8 |
hel**@l*******.com |
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DCVC |
270 University Ave, Palo Alto, CA 94301 |
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ace@d***.com |
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4.8 |
15 |
1126 |
12 |
1100 |
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S P Asset Management |
20380 Town Center Ln, Cupertino, CA 95014 |
|
40825xxxx1 |
off***@s****************.net |
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Robert Adams - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx7 |
arn**********@a***.com |
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93 |
|
97 |
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Tone Tran-Private Client Advisor |
50 W San Fernando St, San Jose, CA 95113 |
|
40830xxxx9 |
aab****@b************.com |
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40848 |
177 |
41000 |
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Fan Asset Management |
2700 Augustine Dr, Santa Clara, CA 95054 |
|
40874xxxx2 |
ste********@f*******.com |
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Westridge Wealth Strategies |
158 Goya Rd, Portola Valley, CA 94028 |
|
65023xxxx2 |
rob@w**************.com |
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Cogent Assets Corp |
2250 W Center St, Palo Alto, CA 94303 |
|
65080xxxx6 |
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Bellatore Financial Inc |
1550 The Alameda Ste 209, San Jose, CA 95126 |
|
40861xxxx7 |
bro**@b********.com |
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Flagstar Bank |
2499 Whipple Rd, Hayward, CA 94544 |
|
51072xxxx3 |
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Morris Jeffrey A Group Inc |
2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025 |
|
65085xxxx3 |
inf*@l**************.org |
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Honu Wealth Management |
1307 S Mary Ave, Sunnyvale, CA 94087 |
|
40821xxxx0 |
g.w*******@h*********.com |
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Sage Rhino Capital LLC |
525 Middlefield Rd # 119, Menlo Park, CA 94025 |
|
65035xxxx0 |
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Brett W. Berry |
2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025 |
|
65023xxxx8 |
add********@f************.com |
|
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|
90275 |
|
115000 |
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The NMA Group - Morgan Stanley |
2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025 |
|
65049xxxx1 |
acc**********@m************.com |
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Morgan Stanley |
245 Lytton Ave Ste 200 Palo Alto, CA 94301 |
|
65032xxxx0 |
acm***********@m************.com |
|
|
1 |
1 |
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Global Bancorp |
700 E El Camino Real Mountain View, CA 94040 |
|
65081xxxx0 |
ali******@b****************.com |
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Gibraltar Investment Corp |
4546 El Camino Real, Los Altos, CA 94022 |
|
65094xxxx0 |
ef@g*******.com |
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Altamont Capital Partners |
400 Hamilton Ave STE 230, Palo Alto, CA 94301 |
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65026xxxx0 |
aba*****@b*************.com |
5 |
1 |
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Investor Center |
1665 Charleston Rd Mountain View, CA 94043 |
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Nightingale Financial Advisory |
2600 El Camino Real, Palo Alto, CA 94306 |
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65084xxxx0 |
aba*****@r************.com |
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2775 |
26 |
3300 |
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KDC Properties & Investment |
386 Greenoaks Dr, Atherton, CA 94027 |
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65032xxxx2 |
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Buckingham Asset Management |
2445 Faber Pl, Palo Alto, CA 94303 |
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40836xxxx0 |
ada***@b****************.com |
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538 |
3 |
629 |
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Kollreal |
2000 Wyatt Dr, Santa Clara, CA 95054 |
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40858xxxx0 |
aab***@k***.com |
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Amidzad |
353 University Ave, Palo Alto, CA 94301 |
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65032xxxx7 |
akb**@m***********.com |
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36911 |
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36000 |
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Robertson Stephens - Burlingame |
1350 Bayshore Hwy Ste 210, Burlingame, CA 94010 |
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65034xxxx0 |
abl**@r********.com |
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996 |
8 |
1000 |
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Norris Fiduciary Services |
Scotts Valley, CA 95066 |
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40829xxxx0 |
nan**@n**************.net |
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5 |
1 |
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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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Schwartz Frank M Regstrd Investmt Advsr |
640 Menlo Ave Menlo Park, CA 94025 |
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65032xxxx6 |
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Voila Investment Corporation |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40897xxxx8 |
dav**@e***********.com |
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2 |
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3 |
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Allstate Personal Financial Representative: Joyce Cave |
617 Veterans Blvd Ste 215, Redwood City, CA 94063 |
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65075xxxx1 |
a****00@a*******.com |
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Rick DuPont |
2100 El Camino Real, Palo Alto, CA 94306 |
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65023xxxx0 |
add********@f************.com |
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McKinley Capital Investment |
3700 Beacon Ave Apt 430, Fremont, CA 94538 |
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70471xxxx4 |
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Crest Equity |
The Brauer Building, 630 University Ave, Palo Alto, CA 94301 |
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65099xxxx6 |
ger***@c**********.com |
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Edward Jones - Financial Advisor: Erin Sinclair |
1201 Howard Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
a.j*********@e**********.com |
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87631 |
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100000 |
5 |
2 |
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Ester Ng - Financial Advisor, Ameriprise Financial Services |
164 Main St Ste 206, Los Altos, CA 94022 |
|
65094xxxx0 |
dns*****@a***.com |
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16 |
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17 |
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Eaerendil |
445 S San Antonio Rd, Los Altos, CA 94022 |
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65094xxxx1 |
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Waddell & Reed |
1810 Gateway Dr Ste 340, San Mateo, CA 94404 |
|
65034xxxx4 |
aam***@w******.com |
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Rembrandt Venture Partners |
2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025 |
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65023xxxx4 |
adm**@r**********.com |
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Edward Jones - Financial Advisor: Andrew S Castro |
1100 Alma St Ste 201, Menlo Park, CA 94025 |
|
65032xxxx1 |
a.j*********@e**********.com |
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Dag Ventures |
251 Lytton Ave, Palo Alto, CA 94301 |
|
65054xxxx0 |
deb****@d**********.com |
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University Circle |
1900 University Ave Ste 106, East Palo Alto, CA 94303 |
|
65032xxxx2 |
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Edward Jones - Financial Advisor: Rhonda W Wentzel |
1100 Alma St Ste 201 Menlo Park, CA 94025 |
|
65032xxxx1 |
a.j*********@e**********.com |
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5 |
1 |
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84482 |
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Jaic America |
525 University Ave Ste 210, Palo Alto, CA 94301 |
|
65061xxxx1 |
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Edward Jones - Financial Advisor: Stephen C Kagan |
1100 Alma St Ste 201, Menlo Park, CA 94025 |
|
65032xxxx1 |
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Securities America |
1262 E Hamilton Ave, Campbell, CA 95008 |
|
40837xxxx1 |
aad********@s****************.com |
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Buckingham Strategic Wealth |
2409 Park Blvd, Palo Alto, CA 94306 |
|
65056xxxx1 |
adm**@b****************.com |
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558 |
6 |
652 |
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Semple Capital & Risk Management, LLC |
130 Iris Way Palo Alto, CA 94303 |
|
65049xxxx5 |
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TD Ameritrade |
1950 University Ave, East Palo Alto, CA 94303 |
|
80066xxxx0 |
api@t***********.com |
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646210 |
192 |
658000 |
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J & S Management |
702 Marshall St, Redwood City, CA 94063 |
|
65036xxxx0 |
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Steven Isaacson - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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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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Matrix Insurance Agency |
4655 Old Ironsides Dr, Santa Clara, CA 95054 |
|
40898xxxx6 |
cha**@m*******.com |
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David T. Lee - BancWest Investment Services Wealth Financial Advisor |
531 Cowper St, Palo Alto, CA 94301 |
|
65026xxxx6 |
aab****@b************.com |
5 |
1 |
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40848 |
177 |
41000 |
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Henry Plata - Private Wealth Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx8 |
dns*****@a***.com |
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17 |
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Edward Jones |
1281 Fifth Ave Suite B, Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
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85136 |
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Fisher Lynch Capital |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
|
65028xxxx5 |
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Hercules Capital, Inc. |
400 Hamilton Ave STE 310, Palo Alto, CA 94301 |
|
65028xxxx0 |
aay***@h***.com |
1 |
1 |
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Kk Wealth Advisors |
4300 El Camino Real Los Altos, CA 94022 |
|
65094xxxx0 |
e7e*************************************@w*****************.com |
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Johnson Lyman Wealth Advisors |
2600 El Camino Real, Palo Alto, CA 94306 |
|
65049xxxx3 |
bec***@j*******.com |
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Saybrook Capital |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65063xxxx2 |
say*****@w***********.com |
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Nautilus Venture Partners |
575 High St #330, Palo Alto, CA 94301 |
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a.s******@c**.com |
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1173 |
238 |
1200 |
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Blue Oak Capital |
2600 El Camino Real Ste 415, Palo Alto, CA 94306 |
|
65025xxxx5 |
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691 Milpitas Investors |
691 S Milpitas Blvd, Milpitas, CA 95035 |
|
40895xxxx5 |
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My Truong - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
66930xxxx8 |
dns*****@a***.com |
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Beck Investment Management |
530 Lytton Ave, Palo Alto, CA 94301 |
|
65032xxxx0 |
les********@b*********.com |
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Carbon Venture Partners |
125 University Ave Ste 88, Palo Alto, CA 94301 |
|
65066xxxx3 |
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Catherine Dooling |
650 Live Oak Ave, Menlo Park, CA 94025 |
|
65043xxxx3 |
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Edward Jones |
298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086 |
|
40873xxxx2 |
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Cambridge Capital Advisors |
2730 Sand Hill Rd Menlo Park, CA 94025 |
|
65085xxxx0 |
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McKinley Financial Group |
555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065 |
|
65055xxxx0 |
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5 |
1 |
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Santikul, Clifton |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
wms**********@r**.com |
|
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|
14774 |
|
16000 |
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Vantage Wealth Management |
1 Waters Park Dr STE 98, San Mateo, CA 94403 |
|
65063xxxx0 |
dav*********@v****************.com |
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168 Realty |
1797 Shamrock Ave, Santa Clara, CA 95051 |
|
40876xxxx4 |
rea*********@g****.com |
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Gunn Financial |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx2 |
a.j*********@e**********.com |
|
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Enterprise Trust & Investment |
15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032 |
|
40835xxxx1 |
ent*******@e***************.com |
|
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The Fulton Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65085xxxx6 |
acc**********@m************.com |
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Third Point |
2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025 |
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65039xxxx5 |
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Morgan Stanley Wealth Management |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
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40835xxxx0 |
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Pravada Capital |
355 Ambar Way Menlo Par, CA 94025 |
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65064xxxx7 |
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Atlantic Financial |
32134 Alvarado Blvd, Union City, CA 94587 |
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51042xxxx0 |
and***@a****************.com |
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116936 |
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112000 |
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Chad Parker - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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King Paul |
2105 S Bascom Ave Ste 148, Campbell, CA 95008 |
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40887xxxx9 |
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Whelan & Gratney Capital Management |
611 Santa Cruz Ave Ste C Menlo Park, CA 94025 |
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65083xxxx0 |
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Sierra Ventures |
2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025 |
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65085xxxx0 |
aar**@s*************.com |
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Aapex Property Management |
3526 Investment Blvd Suite 212, Hayward, CA 94545 |
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51029xxxx0 |
aap************@g****.com |
4.1 |
92 |
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125 |
12 |
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P R Taylor Associates |
535 Cowper St Palo Alto, CA 94301 |
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65032xxxx0 |
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UBS Financial Services Inc. |
775 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx0 |
acc***************@u**.com |
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Family Wealth Consulting Group |
1740 Technology Dr Ste 260, San Jose, CA 95110 |
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40845xxxx0 |
a@f***.net |
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Mwy Fund Service |
555 Twin Dolphin Dr, Redwood City, CA 94065 |
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65048xxxx1 |
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Investors Property Services |
5 Newell Ct East Palo Alto, CA 94303 |
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65056xxxx7 |
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Winchester Development Group Co Borelli |
1245 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx9 |
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Jon Goldstein |
2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
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65035xxxx0 |
acc************@f************.com |
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Cornerstone Capital |
200 Homer Ave Palo Alto, CA 94301 |
|
65056xxxx0 |
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5 |
1 |
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Umpqua Bank |
225 W Santa Clara St Ste 150, San Jose, CA 95113 |
|
40875xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50651 |
669 |
49000 |
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Circarta Group Inc |
2209 S Bascom Ave, Campbell, CA 95008 |
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40887xxxx1 |
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Commercenet |
169 University Ave, Palo Alto, CA 94301 |
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65028xxxx0 |
all************@c*******.net |
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First Republic Bank - Temp. CLOSED |
401 San Antonio Rd Ste 68 Mountain View, CA 94040 |
|
65038xxxx8 |
acc************@f************.com |
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5 |
7 |
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Securities America Inc |
2000 Broadway St, Redwood City, CA 94063 |
|
65036xxxx3 |
aar********@s****************.com |
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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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Chi Kim - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
and**********@a***.com |
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Dalton Realty |
510 Waverley St, Palo Alto, CA 94301 |
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65032xxxx1 |
ang**@d*********.com |
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Makena Capital Management |
2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65092xxxx0 |
aaq****@m********.com |
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Morgan Stanley Wealth Management |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx1 |
acm***********@m************.com |
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Cambria Group |
2055 Woodside Rd Ste 195, Redwood City, CA 94061 |
|
65032xxxx0 |
cry**@c***********.com |
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Charles Schwab |
800 El Camino Real Ste 100 Menlo Park, CA 94025 |
|
65061xxxx0 |
jan*****@s*****.com |
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3.1 |
12 |
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Andrew Le, CFP - UBS Financial Services Inc. |
305 Lytton Ave, Palo Alto, CA 94301 |
|
65028xxxx8 |
abc*******@u**.com |
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Wilbur Properties |
790 High St, Palo Alto, CA 94301 |
|
65084xxxx0 |
a@w***************.com |
4.5 |
96 |
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4.8 |
16 |
359 |
57 |
370 |
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LK Wealth & Asset Management |
320 Family Farm Rd, Woodside, CA 94062 |
|
65043xxxx1 |
adv***********@h****************.com |
5 |
3 |
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514 |
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Edward Jones - Financial Advisor: Travis Benjamin, CFP® |
1001 Laurel St Ste D, San Carlos, CA 94070 |
|
65063xxxx4 |
a.j*********@e**********.com |
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87630 |
|
100000 |
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Bain Capital Ventures |
524 Hamilton Ave 2nd floor, Palo Alto, CA 94301 |
|
65079xxxx0 |
aag*****@b**********.com |
3.4 |
5 |
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Morgan Stanley |
2775 Sand Hill Rd, Menlo Park, CA 94025 |
|
83365xxxx7 |
acm***********@m************.com |
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Twin Point Capital |
335 Bryant St, Palo Alto, CA 94301 |
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am@t***********.com |
1 |
4 |
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Bo Shan |
650 Live Oak Ave, Menlo Park, CA 94025 |
|
65043xxxx3 |
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El Dorado Ventures |
2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65085xxxx0 |
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Horn Investment Co |
409 Primrose Rd, Burlingame, CA 94010 |
|
65034xxxx0 |
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Accel-KKR |
2180 Sand Hill Rd # 300, Menlo Park, CA 94025 |
|
65028xxxx0 |
abd********@a********.com |
5 |
1 |
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Lai Hing Ester Ng - Ameriprise Financial Services |
164 Main St Ste 206 Los Altos, CA 94022 |
|
65094xxxx0 |
dns*****@a***.com |
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Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx0 |
aal*******@m************.com |
|
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|
113325 |
3090 |
131000 |
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Ingram & Associates Inc. |
665 Belden Ct, Los Altos, CA 94022 |
|
65091xxxx8 |
con****@i*********************.com |
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Dag Ventures LLC |
251 Lytton Ave, Palo Alto, CA 94301 |
|
65054xxxx0 |
deb****@d**********.com |
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Tomtex Investments Corp |
30761 Dyer St, Union City, CA 94587 |
|
51044xxxx8 |
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SDL Ventures/SDL Capital |
4984 El Camino Real Ste 230 Los Altos, CA 94022 |
|
65055xxxx5 |
fki*****@s**********.com |
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Triple Point Capital Partners |
2420 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx0 |
j.s****@t***.com |
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Littlefield Janet |
3000 Sand Hill Rd Atherton Lane Advisers Menlo Park, CA 94025 |
|
65023xxxx0 |
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Vannini Capital Management |
203 Redwood Shores Pkwy, Redwood City, CA 94065 |
|
65061xxxx0 |
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Mitsui & Co. Global Investment, Inc (MGI) |
535 Middlefield Rd #100, Menlo Park, CA 94025 |
|
65023xxxx0 |
c.w****@m************.com |
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|
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
4.5 |
2 |
|
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200 |
4 |
202 |
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Highland Capital Partners |
537 Hamilton Ave, Palo Alto, CA 94301 |
|
65068xxxx0 |
aso**@h**.com |
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Venrock |
3340 Hillview Ave Palo Alto, CA 94304 |
|
65056xxxx0 |
abe@v******.com |
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GW & Wade, LLC |
540 Cowper St, Palo Alto, CA 94301 |
|
65061xxxx8 |
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Rockpoint Capital |
419 S San Antonio Rd, Los Altos, CA 94022 |
|
65055xxxx0 |
|
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Gosho Financial Group |
951 Mariners Island Blvd Ste 385, San Mateo, CA 94404 |
|
65037xxxx3 |
inf*@g*********.com |
|
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Personal Portfolios Inc. |
Serving thePalo Alto Area |
|
65036xxxx1 |
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Sami Najafi Shaeghi-Wealth Financial Advisor |
50 W San Fernando St, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
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3 |
1064 |
98478 |
1602 |
99000 |
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Ameriprise Financial Advisors |
425 Sherman Ave Ste 100 Palo Alto, CA 94306 |
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65032xxxx6 |
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Securities America Inc |
160 W Santa Clara St, San Jose, CA 95113 |
|
40879xxxx4 |
aad********@s****************.com |
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Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
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41590xxxx9 |
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Joshua Lelchook - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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Brighton Jones |
530 Lytton Ave Fl 2 Palo Alto, CA 94301 |
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65061xxxx0 |
acc*******@b************.com |
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Matrix Partners |
260 Homer Ave Ste 201, Palo Alto, CA 94301 |
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65079xxxx0 |
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5 |
1 |
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Goldie Dan Finanical Services |
750 Menlo Ave Ste 200, Menlo Park, CA 94025 |
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65056xxxx1 |
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Lasecke Weil Wealth Advisory Group |
624 University Ave Palo Alto, CA 94301 |
|
65032xxxx0 |
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2 |
1 |
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Classic Portfolio Management |
138 Yale Rd, Menlo Park, CA 94025 |
|
65032xxxx0 |
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Evercore |
2494 Sand Hill Rd, Menlo Park, CA 94025 |
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65056xxxx0 |
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Flagstar Bank |
19330 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40883xxxx0 |
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NewCap Partners Inc. |
2716 Wemberly Dr, Belmont, CA 94002 |
|
65063xxxx7 |
bua**@n*****.com |
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Ruby Lin - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
65060xxxx1 |
blu********@r**.com |
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Michael B Mulvihill Cfp |
4030 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx1 |
dom****@a***********.com |
3 |
2 |
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2986 |
27 |
3500 |
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Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™ |
39500 Stevenson Pl Ste 201, Fremont, CA 94539 |
|
51079xxxx0 |
a.j*********@e**********.com |
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87384 |
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100000 |
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The Silicon Valley Group - Morgan Stanley |
2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025 |
|
65092xxxx7 |
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Gold Quest Investment |
333 W Maude Ave Ste 103, Sunnyvale, CA 94085 |
|
40873xxxx8 |
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Edelman Financial Engines |
3945 Freedom Cir Ste 950, Santa Clara, CA 95054 |
|
88875xxxx2 |
aar**@e***************.com |
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18779 |
20 |
20000 |
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Goldsmith & Szabo |
167 S San Antonio Rd Ste 16 Los Altos, CA 94022 |
|
65094xxxx0 |
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H & Q Asia Pacific |
400 Hamilton Ave Ste 250, Palo Alto, CA 94301 |
|
65083xxxx8 |
ahu***@h***.com |
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32 |
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32 |
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Moore Financial Services, Inc. |
39275 State St, Fremont, CA 94538 |
|
51049xxxx0 |
che***@m*************.com |
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Cho-Young Kugies |
2820 Benson Way, Belmont, CA 94002 |
|
65059xxxx2 |
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Eckmann, Lois |
3075A Hansen Way, Palo Alto, CA 94304 |
|
65047xxxx6 |
ale*********@m*.com |
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Edward Jones |
16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032 |
|
40835xxxx8 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Nexit Ventures |
12930 Saratoga Ave Ste B9, Saratoga, CA 95070 |
|
40872xxxx5 |
ant**********@n************.com |
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Capricorn Management |
250 University Ave #400, Palo Alto, CA 94301 |
|
65033xxxx0 |
a@c***********.com |
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Petersen Cathleen EA |
14583 Big Basin Way Ste 6, Saratoga, CA 95070 |
|
40874xxxx2 |
adm**@c***************.com |
5 |
2 |
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Playground Global |
380 Portage Ave, Palo Alto, CA 94306 |
|
65042xxxx0 |
ken***@p*********.vc |
4.8 |
75 |
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Daniel Lee |
2100 El Camino Real, Palo Alto, CA 94306 |
|
65047xxxx7 |
add********@f************.com |
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Fulton Wealth Management Group-Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65085xxxx6 |
acc**********@m************.com |
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Rivermark Wealth Management |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
40837xxxx7 |
inf*@f*******.com |
5 |
6 |
5 |
1 |
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254 |
21 |
290 |
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Lyell Wealth Management, LP |
3000 Sand Hill Rd Building 1, Suite 135, Menlo Park, CA 94025 |
|
65035xxxx2 |
inf*@l**********.com |
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Umpqua Bank Home Lending |
225 W Santa Clara St Ste 150, San Jose, CA 95113 |
|
40883xxxx5 |
aar*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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Yintai Investment Company |
2001 Gateway Pl, San Jose, CA 95110 |
|
40856xxxx3 |
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Thompson Hutton |
800 El Camino Real, Menlo Park, CA 94025 |
|
65061xxxx2 |
inf*@l**************.com |
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2 |
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2 |
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Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
dns*****@a***.com |
|
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423 |
22 |
439 |
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Eric Han - Financial Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx9 |
dns*****@a***.com |
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Embarcadero Capital Partners |
99 Almaden Blvd, San Jose, CA 95113 |
|
40897xxxx4 |
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Borelli Investment Co |
1275 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx6 |
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Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
|
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200 |
4 |
202 |
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Constellation Wealth Advisors |
3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025 |
|
65041xxxx9 |
dav**@c**************.com |
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Crescendo Venture |
600 Hansen Way, Palo Alto, CA 94304 |
|
65047xxxx0 |
bpl***@c****************.com |
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Edward Jones |
2778 Middlefield Rd, Palo Alto, CA 94306 |
|
65032xxxx6 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
5 |
1 |
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Meisebach Capital Management |
100 Hamilton Ave Palo Alto, CA 94301 |
|
65056xxxx3 |
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U.S. Venture Partners |
2735 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx0 |
aad***@u***.com |
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Morgan Stanley Wealth Management |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx0 |
acm***********@m************.com |
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Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
|
92527xxxx0 |
aar**@s*****.com |
|
|
1.7 |
7 |
|
|
461 |
51 |
474 |
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ICCP Venture Partners - Venture Capitalist Firm |
535 Middlefield Rd Ste 280 Menlo Park, CA 94025 |
|
65032xxxx0 |
con****@i******************.com |
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James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
|
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Redwood Grove capital |
Palo Alto, CA 94301 |
|
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ir@r**********.com |
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Dean Jackson |
2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65035xxxx6 |
add********@f************.com |
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Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
ale*********@m*.com |
|
11 |
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Opes Wealth Management |
535 Middlefield Rd Ste 160 Menlo Park, CA 94025 |
|
40883xxxx0 |
ewh****@o*********.com |
|
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Peninsula Land and Capital |
2390 El Camino Real Ste 210 Palo Alto, CA 94306 |
|
65032xxxx4 |
bsm***@p************.com |
|
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|
Edward Jones - Financial Advisor: Aileen A Low |
4966 El Camino Real, Ste 125 Los Altos, CA 94022 |
|
65056xxxx1 |
a.j*********@e**********.com |
|
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|
Charles Schwab |
240 3rd St Ste 100 Los Altos, CA 94022 |
|
65091xxxx3 |
ask******@s*****.com |
|
|
3.4 |
9 |
|
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Pirates Payment Processing Solution |
Pittsburg, CA 94565 |
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51035xxxx1 |
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VIP-Vilmont Investment Properties |
1601 El Camino Real, Belmont, CA 94002 |
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65059xxxx5 |
deb****@v******.com |
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5 |
3 |
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Fintan Partners |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
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65068xxxx0 |
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Bradley Noval - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx9 |
bno***@a***.com |
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Momentor Ventures |
Palo Alto, CA 94301 |
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mom***********@w**********.com |
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Bain Capital Ventures |
524 Hamilton Ave, Palo Alto, CA 94301 |
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65079xxxx0 |
a.j*******@b**********.com |
3.4 |
5 |
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Battery Ventures |
901 Mariners Island Blvd, San Mateo, CA 94404 |
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65037xxxx0 |
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Marcus & Millichap |
2626 Hanover St Palo Alto, CA 94304 |
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65039xxxx1 |
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4.2 |
5 |
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Don Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx8 |
don****@r**.com |
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Morgan Stanley Wealth Management |
2725 Sand Hill Rd, Menlo Park, CA 94025 |
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65023xxxx0 |
aal*******@m************.com |
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113354 |
3089 |
131000 |
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Brighton Jones |
1300 El Camino Real Suite 100, Menlo Park, CA 94025 |
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65061xxxx0 |
acc*******@b************.com |
5 |
2 |
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618 |
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702 |
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OMERS Ventures |
537 Hamilton Ave, Palo Alto, CA 94301 |
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65035xxxx8 |
aan*******@o************.com |
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Wealthfront |
261 Hamilton Ave, Palo Alto, CA 94301 |
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84449xxxx7 |
a.-*******@w**********.com |
3.6 |
24 |
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59957 |
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61000 |
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Giordano Wealth Management Group |
644 N Santa Cruz Ave, Los Gatos, CA 95030 |
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40835xxxx4 |
all****@t******.com |
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5382 |
47 |
5500 |
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Summit Partners |
499 Hamilton Ave Palo Alto, CA 94301 |
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65032xxxx6 |
aa@s*************.com |
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Nightingale Financial Advisory |
1900 S Norfolk St, San Mateo, CA 94403 |
|
65084xxxx0 |
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Daulat |
30920 Huntwood Ave Ste 203 Hayward, CA 94544 |
|
34787xxxx5 |
ric*@d******.com |
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2567 |
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2900 |
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Pravada Capital |
Portola Valley, CA 94028 |
|
65064xxxx7 |
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Thomas & Atkinson Capital Mgmt |
1040 Noel Dr, Menlo Park, CA 94025 |
|
65092xxxx5 |
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Nikko Systems Solutions Ltd |
1875 S Grant St, San Mateo, CA 94402 |
|
65034xxxx0 |
abh***********@k***.com |
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Flagstar Bank |
124 De Anza Blvd, San Mateo, CA 94402 |
|
41576xxxx3 |
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Bailard Inc |
950 Tower Ln Ste 1900, Foster City, CA 94404 |
|
65065xxxx0 |
acr******@b******.com |
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Global Financial Manage Inc |
2471 Autumnvale Dr, San Jose, CA 95131 |
|
40858xxxx0 |
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Securities American |
101 Metro Dr, San Jose, CA 95110 |
|
40845xxxx0 |
aar********@s****************.com |
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Entrepreneurs Fund Management Service |
1927 Bridgepointe Pkwy, San Mateo, CA 94404 |
|
65038xxxx0 |
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624 |
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617 |
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MYeCFO |
171 Main St Ste 230 Los Altos, CA 94022 |
|
65023xxxx9 |
adv*****@m*****.com |
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2 |
1 |
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Honosutomo, Lucie |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx4 |
rbc*********@r**.com |
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14775 |
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16000 |
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The Angels Forum Management Company |
PO Box 1605, Los Altos, CA 94023 |
|
65085xxxx0 |
car**@h*******.com |
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Ce Equity |
845 Oak Grove Ave Menlo Park, CA 94025 |
|
65032xxxx3 |
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Alan D Biller & Assoc Inc |
535 Middlefield Rd Ste 230, Menlo Park, CA 94025 |
|
65032xxxx3 |
ala*@a*********.com |
5 |
2 |
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Merrill Lynch Wealth Management |
333 Middlefield Rd, Menlo Park, CA 94025 |
|
65047xxxx8 |
ban********************@m*.com |
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Venture Growth Associates |
2479 E Bayshore Rd Palo Alto, CA 94303 |
|
65085xxxx0 |
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Whelan Capital Management |
702 Marshall St, Redwood City, CA 94063 |
|
65036xxxx0 |
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The Brauner Company |
255 Shoreline Dr Ste 150, Redwood City, CA 94065 |
|
65057xxxx0 |
fri**@b*************.com |
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Edward Jones - Financial Advisor: Jim Knipple |
69 Washington St, Santa Clara, CA 95050 |
|
40898xxxx9 |
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TA Associates |
70 Willow Rd, Menlo Park, CA 94025 |
|
65032xxxx0 |
aad*****@t*.com |
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Mission Hill Investments Inc |
212 Clarence Way, Fremont, CA 94539 |
|
51062xxxx4 |
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Edward Jones - Financial Advisor: Christopher D Anderson |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40837xxxx4 |
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Beck Investment Management |
345 Hamilton Ave, Palo Alto, CA 94301 |
|
65032xxxx0 |
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Umpqua Bank |
1450 Chapin Ave Ste 1, Burlingame, CA 94010 |
|
65034xxxx3 |
ago******@w*************.org |
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Skyline Asset Management |
121 W Washington Ave, Sunnyvale, CA 94086 |
|
40874xxxx7 |
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Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS™ |
165 University Ave, Palo Alto, CA 94301 |
|
65032xxxx3 |
a.j*********@e**********.com |
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Kilinamjaro Capital |
1047 El Camino Real, Menlo Park, CA 94025 |
|
65025xxxx0 |
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Liberty Asset Management |
544 San Antonio Rd Mountain View, CA 94040 |
|
65055xxxx1 |
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Sterling Stamos Capital Management LP |
2498 Sand Hill Rd, Menlo Park, CA 94025 |
|
21228xxxx0 |
all**@s************.com |
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Fabian Hagnere Ventures |
Redwood City, CA 94063 |
|
65029xxxx7 |
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5 |
1 |
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Milpitas Boulevard Ventures |
691 S Milpitas Blvd, Milpitas, CA 95035 |
|
40895xxxx5 |
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Boston Common Asset Management |
702 Marshall St, Redwood City, CA 94063 |
|
65029xxxx9 |
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3P Equity Partners |
3031 Tisch Way Ste 130, San Jose, CA 95128 |
|
40898xxxx0 |
inf*@3*******.com |
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5 |
1 |
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Fox Paine & Company |
3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025 |
|
65023xxxx5 |
amb***@f*******.com |
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Palo Alto Venture Partners |
300 Hamilton Ave 4th floor, Palo Alto, CA 94301 |
|
65046xxxx1 |
jsm***@p***.com |
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Curran & Lewis Investment MNT |
555 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65062xxxx2 |
fer*****@c*************.com |
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Integrated Asset Management |
3000 Sand Hill Rd Ste 4-100, Menlo Park, CA 94025 |
|
65023xxxx0 |
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Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
ama*********@a***.com |
|
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201 |
2 |
202 |
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Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
|
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5 |
44 |
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|
Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65065xxxx5 |
and*****************@a***.com |
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Whitney Investment Co. |
801 Brewster Ave, Redwood City, CA 94063 |
|
65036xxxx0 |
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Bettencourt Real Estate Services |
1251 Park Ave, San Jose, CA 95126 |
|
40827xxxx0 |
adv********@m**********.com |
4 |
4 |
|
|
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|
4045 |
124 |
4700 |
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Section Partners |
525 University Ave Suite 24, Palo Alto, CA 94301 |
|
65076xxxx2 |
all*@s**************.com |
|
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Tahoe Asset Management |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40865xxxx7 |
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Protected Investors Of America |
39111 Paseo Padre Pkwy, Fremont, CA 94538 |
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51074xxxx4 |
afa****@p*****************.com |
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The Blue Jade Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx3 |
blu********@r**.com |
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Croft Christopher D |
513 Jackson Dr Palo Alto, CA 94303 |
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65032xxxx0 |
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Dfj |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
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65023xxxx0 |
abd*********@d**.com |
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Zuk & Associates |
535 Middlefield Rd, Menlo Park, CA 94025 |
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65032xxxx5 |
aga***@z***********.com |
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Infinity Investment Consulting |
4127 Bay St Ste 3, Fremont, CA 94538 |
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51044xxxx0 |
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Cornerstone Capital, Inc |
200 Homer Ave, Palo Alto, CA 94301 |
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65056xxxx0 |
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5 |
1 |
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Grealish Investment Counseling |
1710 S Amphlett Blvd, San Mateo, CA 94402 |
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65095xxxx8 |
ken*@g*********.com |
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Hilary Hendershott Wealth Management |
1922 The Alameda, San Jose, CA 95126 |
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40876xxxx5 |
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Danny Rozansky, Robertson Stephens |
1550 El Camino Real Ste 250, Menlo Park, CA 94025 |
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41550xxxx0 |
abl**@r********.com |
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996 |
8 |
1000 |
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Platinum Retirement Solutions |
1101 S Winchester Blvd Ste A109, San Jose, CA 95128 |
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40824xxxx7 |
inf*@p**************************.com |
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2 |
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Us Trust |
1000 El Camino Real Ste 100, Menlo Park, CA 94025 |
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65046xxxx0 |
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David Enemark - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx0 |
acc**********@m************.com |
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Mish International Monetary |
1154 University Dr Menlo Park, CA 94025 |
|
65032xxxx2 |
joh*******@m****************.com |
4.1 |
29 |
4.6 |
38 |
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Edv Management |
702 Oak Grove Ave, Menlo Park, CA 94025 |
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65085xxxx0 |
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Brian Araki |
2100 El Camino Real, Palo Alto, CA 94306 |
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65047xxxx3 |
acc************@f************.com |
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Pariveda Investment Management |
5050 El Camino Real Ste 102 Los Altos, CA 94022 |
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65058xxxx1 |
ach************@p*******.com |
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George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
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65059xxxx0 |
ani*********@a***.com |
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396 |
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416 |
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Merrill Lynch Wealth Management |
5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129 |
|
40855xxxx0 |
aas***********@m*.com |
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Currenex |
1700 Seaport Blvd Ste 240, Redwood City, CA 94063 |
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65036xxxx7 |
aca****@c*******.com |
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Osborne Partners Capital Management |
525 Middlefield Rd, Menlo Park, CA 94025 |
|
65085xxxx0 |
aar****@o**************.com |
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Bay Street Capital Holdings |
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51085xxxx1 |
hxx*****@b***********************.com |
5 |
27 |
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REI Invest Inc. |
1161 Ringwood Ct Ste 130, San Jose, CA 95131 |
|
40843xxxx6 |
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1 |
1 |
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Castaneda-Sargenti-Pace Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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Crescent Park Management. L.P. |
1950 University Ave, East Palo Alto, CA 94303 |
|
65028xxxx2 |
abd**@c*******.com |
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Gibraltar Investment Corp |
250 Del Medio Ave, Mountain View, CA 94040 |
|
65094xxxx2 |
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Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dch***@a***.com |
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36 |
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38 |
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Merrill Lynch Financial Advisor Thomas A Ransohoff |
3075A Hansen Way, Palo Alto, CA 94304 |
|
65047xxxx5 |
ali*************@m*.com |
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Kaspick & Company |
203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065 |
|
65058xxxx0 |
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Cefcu |
3980 Rivermark Plz, Santa Clara, CA 95054 |
|
40854xxxx0 |
aal**************@c****.com |
5 |
3 |
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50684 |
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Hone Capital |
530 Lytton Ave #305, Palo Alto, CA 94301 |
|
65025xxxx0 |
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El Camino Investment |
2051 El Camino Real, Palo Alto, CA 94306 |
|
65032xxxx2 |
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Albert Hsia - Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alb**********@a***.com |
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Gene Gordon |
1001 Page Mill Rd Morgan Stanley Palo Alto, CA 94304 |
|
80023xxxx5 |
bet*******@m**************.com |
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Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™ |
43360 Mission Blvd Ste 210, Fremont, CA 94539 |
|
51065xxxx6 |
a.j*********@e**********.com |
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149 |
5 |
151 |
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Morgan Stanley Wealth Management |
1001 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx0 |
a.c******@p********.com |
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112980 |
3042 |
129000 |
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Allegro Investment Inc |
525 Middlefield Rd # 220, Menlo Park, CA 94025 |
|
65032xxxx0 |
inf*@a****************.com |
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Ardenbrook Inc |
4725 Thornton Ave, Fremont, CA 94536 |
|
51079xxxx0 |
bci******@a*********.com |
2.7 |
3 |
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Eaerendil |
885 N San Antonio Rd, Los Altos, CA 94022 |
|
65094xxxx4 |
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Lehrer Management Co. |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40899xxxx9 |
adi**@c******.com |
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5 |
44 |
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964 |
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Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
deb***************@a***.com |
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88 |
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90 |
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Fremont Bank |
160 W Santa Clara St Ste 100, San Jose, CA 95113 |
|
40866xxxx1 |
a.a*****@f**********.com |
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7265 |
335 |
7300 |
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Greta Tseng - BQ Realty |
3080 Olcott St Ste D232 Santa Clara, CA 95054 |
|
51076xxxx5 |
aar********@g****.com |
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Steve Bono |
2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65035xxxx5 |
acc************@f************.com |
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Parkworth Wealth Management, Inc. |
2225 W Bayshore Rd #200, Palo Alto, CA 94303 |
|
40843xxxx0 |
adv***@p********.com |
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Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™ |
987 University Ave Ste 11, Los Gatos, CA 95032 |
|
40835xxxx8 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Blue Run Ventures |
545 Middlefield Rd, Menlo Park, CA 94025 |
|
65046xxxx0 |
ako******@b**.com |
5 |
2 |
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Prialta Advisors |
1737 N 1st St, San Jose, CA 95112 |
|
40843xxxx0 |
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Tiemann Investment Advisors |
750 Menlo Ave, Menlo Park, CA 94025 |
|
65056xxxx0 |
inf*@t******.net |
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J B Investment Company |
1220 Howard Ave, Burlingame, CA 94010 |
|
65023xxxx5 |
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Luma Partners |
125 University Ave, Palo Alto, CA 94301 |
|
65046xxxx0 |
ago*******@l***********.com |
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424 |
33 |
484 |
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Tray3 |
150 Alta Vista Dr, Atherton, CA 94027 |
|
65023xxxx2 |
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Elgan Investments |
883 N Shoreline Blvd Mountain View, CA 94043 |
|
40872xxxx9 |
baf*****************************@s*****.wixpress |
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Rebalance |
530 Lytton Ave # 200, Palo Alto, CA 94301 |
|
65039xxxx0 |
ath*****@r***********.com |
1 |
1 |
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5 |
9 |
|
|
1100 |
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|
Capital Asset Management Co |
2555 Park Blvd, Palo Alto, CA 94306 |
|
41526xxxx8 |
|
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Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
|
|
5 |
47 |
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Carrick Bend Advisors |
72 E 3rd Ave Ste 3, San Mateo, CA 94401 |
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65029xxxx0 |
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C.M. Capital Foundation |
525 University Ave Ste 200, Palo Alto, CA 94301 |
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65032xxxx0 |
ac@c*******.com |
2 |
4 |
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Elm Advisors |
1860 El Camino Real Ste 200, Burlingame, CA 94010 |
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65069xxxx3 |
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Investors Capitol Management |
1100 Alma St Ste 200, Menlo Park, CA 94025 |
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86696xxxx1 |
bri***@f*******.com |
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Sigma Partners |
1600 El Camino Real, Menlo Park, CA 94025 |
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92590xxxx2 |
am@s************.com |
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Usvp Management Co |
1460 El Camino Real, Menlo Park, CA 94025 |
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65023xxxx6 |
aad***@u***.com |
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S.I.M. Investment Corporation |
65 W Hamilton Ave Ste 4, Campbell, CA 95008 |
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40842xxxx0 |
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BlackRock Financial Management |
820 Ramona St, Palo Alto, CA 94301 |
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65028xxxx1 |
aam*********@b********.com |
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Frank A Branson Inc |
435 Middlefield Rd, Palo Alto, CA 94301 |
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65032xxxx0 |
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Parkhurst, Justin |
99 Almaden Blvd, San Jose, CA 95113 |
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41544xxxx0 |
rbc*********@r**.com |
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GSV Asset Management |
2925 Woodside Rd, Woodside, CA 94062 |
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65023xxxx7 |
cat******@g****.com |
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The Blue Chord Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
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65049xxxx0 |
acc**********@m************.com |
1 |
1 |
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Vasona Financial Group |
16615 Lark Ave Ste 200, Los Gatos, CA 95032 |
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40835xxxx0 |
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Morgan Stanley Wealth Management |
181 2nd Ave, San Mateo, CA 94401 |
|
65034xxxx0 |
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Sears Capital Management |
300 3rd St Ste 6 Los Altos, CA 94022 |
|
65094xxxx7 |
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Minjoo Lee, CPA |
2950 Merced Street Suite 102D San Leandro, CA 94577 |
|
41525xxxx1 |
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5 |
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Bedrock Capital Management Inc |
4300 El Camino Real, Los Altos, CA 94022 |
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65020xxxx4 |
acf***@a***.com |
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Algo Depth |
2191 Louis Rd, Palo Alto, CA 94303 |
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40193xxxx8 |
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Edward Jones - Financial Advisor: Evonne Carter |
855 Oak Grove Ave, Menlo Park, CA 94025 |
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65032xxxx3 |
a.j*********@e**********.com |
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85136 |
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S4 Capital |
560 S Winchester Blvd, San Jose, CA 95128 |
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40823xxxx0 |
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11 |
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Bordeaux Wealth Advisors |
1550 El Camino Real Ste 100, Menlo Park, CA 94025 |
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65028xxxx5 |
inf*@b***************.com |
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Real Estate Investment & Management |
6267 Lido Ct, Newark, CA 94560 |
|
51079xxxx5 |
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Doll Capital Management |
2420 Sand Hill Rd Ste 200 Menlo Park, CA 94025 |
|
65047xxxx0 |
agn**@d**.com |
5 |
2 |
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5 |
13 |
909 |
39 |
975 |
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Stasiak Ronald |
51 E Campbell Ave, Campbell, CA 95008 |
|
40837xxxx0 |
ame******************@a***.com |
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Tnp Capital Management Inc |
894 Shirley Ave, Sunnyvale, CA 94086 |
|
40873xxxx5 |
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Zuk Financial Group |
535 Middlefield Rd #140, Menlo Park, CA 94025 |
|
65032xxxx5 |
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Edward Jones - Financial Advisor: Robert W Diaz |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
|
40874xxxx0 |
a.j*********@e**********.com |
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82 |
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Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS™ |
21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014 |
|
40897xxxx9 |
a.j*********@e**********.com |
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87384 |
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100000 |
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Cognizant Wealth Advisors |
530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301 |
|
65020xxxx2 |
art********@c**************.com |
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5 |
1 |
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330 |
3 |
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Hillspire Inc. |
1010 Alma St, Menlo Park, CA 94025 |
|
65032xxxx4 |
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1.5 |
2 |
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Nelson Capital Management |
1860 Embarcadero Rd Palo Alto, CA 94303 |
|
65049xxxx0 |
adr*****@n************.com |
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Morgan Stanley Wealth Management |
2775 Sand Hill Rd, Menlo Park, CA 94025 |
|
65092xxxx7 |
acm***********@m************.com |
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Opus: Advice First - Ameriprise Financial Services |
2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303 |
|
65047xxxx0 |
and***********@a***.com |
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1.5 |
2 |
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220 |
6 |
233 |
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Southwest Expressway Investors |
1540 Southwest Expy, San Jose, CA 95126 |
|
40829xxxx9 |
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Valerie Nguyen-Private Client Advisor |
50 W San Fernando St, San Jose, CA 95113 |
|
40831xxxx1 |
aab****@b************.com |
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40848 |
177 |
41000 |
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Tallwood Venture Capital |
3000 Sand Hill Rd Bldg 3, Ste 240 Menlo Park, CA 94025 |
|
65047xxxx0 |
dad*@t*********.com |
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Brand Capital International |
100 Marine Pkwy Ste 175, Redwood City, CA 94065 |
|
65024xxxx3 |
con****@b*************.com |
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Silicon Valley Acorn - Morgan Stanley |
2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025 |
|
65035xxxx6 |
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Todd Ferreira - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx4 |
amb****************@a***.com |
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63 |
4 |
62 |
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The Palo Alto Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65085xxxx0 |
acc**********@m************.com |
5 |
1 |
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InvestSkills |
Palo Alto, CA 94301 |
|
65053xxxx6 |
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5 |
3 |
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Herminia Ojeda - Financial Advisor, Ameriprise Financial Services |
920 Saratoga Ave Ste 105C, San Jose, CA 95129 |
|
40849xxxx9 |
dns*****@a***.com |
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49 |
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50 |
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Erik Cormier - Financial Advisor, Ameriprise Financial Services |
522 Ramona St, Palo Alto, CA 94301 |
|
86028xxxx2 |
dns*****@a***.com |
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324 |
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333 |
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Creekside Wealth Management - UBS Financial Services Inc. |
305 Lytton Ave, Palo Alto, CA 94301 |
|
65028xxxx1 |
abc*******@u**.com |
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Menlo Oaks Capital Group |
885 Oak Grove Ave Ste 208, Menlo Park, CA 94025 |
|
65039xxxx2 |
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Alice Simpson - Ameriprise Financial Advisor |
425 Sherman Ave Ste 100 Palo Alto, CA 94306 |
|
65032xxxx6 |
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Flagstar Bank |
2875 El Camino Real, Palo Alto, CA 94306 |
|
65031xxxx0 |
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James Shea, CFP® - UBS Financial Services Inc. |
305 Lytton Ave, Palo Alto, CA 94301 |
|
61955xxxx5 |
abc*******@u**.com |
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Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ |
12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070 |
|
40887xxxx1 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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Bennicas & Associates |
2995 Woodside Rd Ste 250, Woodside, CA 94062 |
|
65085xxxx1 |
pat****************@b*****************.com |
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SoftBank Vision Fund |
300 El Camino Real, Menlo Park, CA 94025 |
|
65056xxxx0 |
myf*******@v*********.com |
3.9 |
14 |
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Storm Ventures |
3000 Sand Hill Rd Bldg 4, Ste 210 Menlo Park, CA 94025 |
|
65092xxxx0 |
ale*@s************.com |
|
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5 |
17 |
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1500 |
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Laura Afoa Insurance Services |
1777 Borel Pl Ste 511, San Mateo, CA 94402 |
|
65021xxxx6 |
dan*****@a************.com |
|
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226 |
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Velocity Financial Group |
2105 Woodside Rd Redwood City, CA 94062 |
|
65021xxxx8 |
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Morgan Stanley Wealth Management |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx4 |
acm***********@m************.com |
|
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Holloway Investment Co. |
483 Seaport Ct, Redwood City, CA 94063 |
|
65036xxxx1 |
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Into Wealth Inc |
2077 Gold St, Alviso, CA 95002 |
|
40826xxxx8 |
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Birkbeck Capital |
154 Cottonwood Ct Mountain View, CA 94043 |
|
65041xxxx8 |
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Raymond James |
644 Emerson St Ste 12, Palo Alto, CA 94301 |
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65056xxxx1 |
aar************@r***********.com |
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17365 |
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18000 |
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Salt Creek Capital Management |
2055 Woodside Rd Ste 250 Woodside, CA 94061 |
|
65038xxxx0 |
ath*****@s***********.com |
1 |
1 |
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Nelson Capital |
545 Middlefield Rd, Menlo Park, CA 94025 |
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65032xxxx0 |
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Holbrook Global Strategies |
635 Bryant St, Palo Alto, CA 94301 |
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65039xxxx8 |
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L & A |
30 Union Ave, Campbell, CA 95008 |
|
40837xxxx1 |
ame******************@a***.com |
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132688 |
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134000 |
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Silicon Valley Wealth Management Group |
560 S Winchester Blvd Ste 500, San Jose, CA 95128 |
|
40870xxxx4 |
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4 |
2 |
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Palo Alto, CA Private Wealth Management - UBS Financial Services Inc. |
305 Lytton Ave, Palo Alto, CA 94301 |
|
88877xxxx9 |
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Capital Planning Partners |
1 Almaden Blvd Ste 610, San Jose, CA 95113 |
|
40899xxxx3 |
inf*@d*************.com |
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Papadoyannis & Associates - Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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Pace, Carlton, CFP |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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Creekstone Capital Management |
671 Oak Grove Ave, Menlo Park, CA 94025 |
|
65056xxxx5 |
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Topaz Investment Advisors |
Redwood City, CA 94061 |
|
65068xxxx6 |
gke****@t**********.com |
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Cerity Partners |
203 Redwood Shores Pkwy, Redwood City, CA 94065 |
|
65046xxxx6 |
aad***@c*************.com |
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Pac Rim Venture Partners |
535 Middlefield Rd # 280, Palo Alto, CA 94301 |
|
65033xxxx0 |
kei**@p*************.com |
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Harvest Properties |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
|
65052xxxx0 |
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Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
5 |
3 |
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169 |
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169 |
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Securities America Sure Tax Consultants |
1530 Meridian Ave, San Jose, CA 95125 |
|
40897xxxx0 |
aad********@s****************.com |
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Ensemble Capital Management |
1350 Bayshore Hwy Ste 460, Burlingame, CA 94010 |
|
65069xxxx0 |
ari*@e**************.com |
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Athena Advisors |
285 Hamilton Ave Ste 250 Palo Alto, CA 94301 |
|
65085xxxx1 |
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Blanco Technology International |
Los Altos, CA 94024 |
|
65096xxxx2 |
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2 |
4 |
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Future Legacy Management |
21631 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40844xxxx7 |
gs@f***********.com |
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Wells Fargo Private Bank |
225 W Santa Clara St Ste 1400, San Jose, CA 95113 |
|
40894xxxx0 |
aar**********@w*********.com |
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153810 |
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11 |
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Edward Jones - Financial Advisor: Aaron Chung |
4966 El Camino Real Ste 125 Los Altos, CA 94022 |
|
65056xxxx1 |
acc**********@e**********.com |
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Franklin Resources, Inc |
1 Franklin Pkwy, San Mateo, CA 94403 |
|
65031xxxx0 |
a.g*****@f****************.com |
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Carty Matt |
3075 Hansen Way # B, Palo Alto, CA 94304 |
|
65084xxxx0 |
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First Republic Bank |
2550 Sand Hill Rd Ste 100 Menlo Park, CA 94025 |
|
65023xxxx0 |
aa@f************.com |
4 |
4 |
4 |
4 |
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Peter Jung - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
40855xxxx3 |
dns*****@a***.com |
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Umpqua Bank |
2033 Gateway Pl, San Jose, CA 95110 |
|
40896xxxx5 |
aam*********@u*********.com |
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50773 |
577 |
49000 |
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Stephanie Atalla - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
|
6 |
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16 |
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20 |
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John W Parker Investment Management |
Palo Alto, CA 94301 |
|
65032xxxx7 |
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1 |
1 |
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Mark Summers - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
|
65085xxxx1 |
acc**********@m************.com |
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Labrador Ventures |
101 University Ave, Palo Alto, CA 94301 |
|
65036xxxx0 |
adm***************@r*******.dotearth |
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Montage Group of Silicon Valley - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx0 |
int**********@m************.com |
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UBS Financial Services Inc |
775 Page Mill Rd Palo Alto, CA 94304 |
|
65049xxxx0 |
aar*******@u**.com |
|
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2.3 |
8 |
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|
229873 |
|
242000 |
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Centana Growth Partners |
540 Cowper St #200, Palo Alto, CA 94301 |
|
21225xxxx0 |
aan*****@c************.com |
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Fidelity Investments |
251 University Avenue, Palo Alto, CA 94301 |
|
80074xxxx6 |
a61****@f*******.com |
3.2 |
9 |
|
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|
329275 |
|
353000 |
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Martin Wealth Management, Inc. |
1145 Merrill St, Menlo Park, CA 94025 |
|
65028xxxx0 |
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Merrill Lynch Wealth Management |
3075A Hansen Way, Palo Alto, CA 94304 |
|
65047xxxx8 |
bro*********@m*.com |
3 |
5 |
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Madrone Capital |
1149 Chestnut St, Menlo Park, CA 94025 |
|
65085xxxx0 |
bfa***@a************.com |
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BitGo, Inc. |
2443 Ash St, Palo Alto, CA 94306 |
|
65084xxxx9 |
a-a*****@b****.com |
4.2 |
9 |
|
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Pwjohnson Wealth Management |
2051 Grant Rd, Los Altos, CA 94024 |
|
80021xxxx7 |
aus*****@p********.com |
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Edward Jones - Financial Advisor: Aileen A Low, CFP® |
4966 El Camino Real Ste 125, Los Altos, CA 94022 |
|
65056xxxx1 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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Charles River Ventures |
300 Hamilton Ave Fl 3 Palo Alto, CA 94301 |
|
65068xxxx0 |
aam***@c**.com |
5 |
2 |
|
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|
1175 |
238 |
1200 |
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Graystone Consulting – The Palo Alto Group - Morgan Stanley |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
80076xxxx7 |
acc**********@m************.com |
3 |
1 |
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Glynn Capital Management |
3000 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx5 |
ali***@g***********.com |
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The Zeka Group |
1110 Burlingame Ave, Burlingame, CA 94010 |
|
65034xxxx5 |
inf*@a************.com |
|
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Rubicon Technology Partners |
525 University Ave Ste 1325, Palo Alto, CA 94301 |
|
65068xxxx0 |
ade**@r********.com |
|
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|
Phil Nguyen - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx7 |
amb****************@a***.com |
|
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|
63 |
4 |
62 |
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Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor |
970 Palo Alto Ave, Palo Alto, CA 94301 |
|
65033xxxx4 |
bra****@o*********************.com |
5 |
1 |
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Madrone Capital |
3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025 |
|
65056xxxx0 |
bfa***@a************.com |
|
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Allied Brokers |
Pleasanton, CA 94566 |
|
92533xxxx0 |
|
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5 |
2 |
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Tali Alon - Branch Manager, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65065xxxx5 |
dns*****@a***.com |
|
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Morgan Stanley |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
|
65023xxxx0 |
acm***********@m************.com |
|
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Wealthfront |
900 Middlefield Rd Ste 200 Redwood City, CA 94063 |
|
|
a.-*******@w**********.com |
|
|
2.1 |
19 |
|
|
59957 |
|
61000 |
|
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|
Pace Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
|
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|
La Fosse Asset Management |
812 Pollard Rd, Los Gatos, CA 95032 |
|
40837xxxx7 |
abh*****@m**********.com |
|
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|
4045 |
124 |
4700 |
|
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|
Edward Jones - Financial Advisor: Rhonda Wentzel |
1100 Alma St, Menlo Park, CA 94025 |
|
65032xxxx1 |
a.j*********@e**********.com |
|
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Breakwater Capital Management |
95 1st St Ste 138 Los Altos, CA 94022 |
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65091xxxx0 |
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Firelake Capital Management |
575 High St Ste 330, Palo Alto, CA 94301 |
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65032xxxx0 |
can*****@f**************.com |
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Bplanning |
405 El Camino Real Ste 241 Menlo Park, CA 94025 |
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88830xxxx4 |
ema**@b********.com |
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Oakhurst Financial |
1059 Fremont Ave, Los Altos, CA 94024 |
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40821xxxx3 |
jer**@o****************.com |
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5 |
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American Century Investments |
1665 Charleston Rd, Mountain View, CA 94043 |
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65096xxxx0 |
aan*********@a**************.com |
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8341 |
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8500 |
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Blackbeard |
6600 Dumbarton Cir, Fremont, CA 94555 |
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71649xxxx1 |
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Fashion Island Owner |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
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65035xxxx7 |
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Financial Clarity |
2570 W El Camino Real Mountain View, CA 94040 |
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65055xxxx0 |
con****@f***************.com |
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Tortuga Wealth Management |
635 Bryant St, Palo Alto, CA 94301 |
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65032xxxx1 |
alu*******@h***************.com |
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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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Symons R Kenneth Certified Financial Planner |
659 Mccarty Ave, Mountain View, CA 94041 |
|
65096xxxx7 |
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USVP |
1460 El Camino Real Ste 100 Menlo Park, CA 94025 |
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65085xxxx0 |
aad***@u***.com |
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5 |
22 |
1436 |
23 |
1500 |
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Sargenti, Gary |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx0 |
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Highland Capital Partners |
2420 Sand Hill Rd Ste 300 Menlo Park, CA 94025 |
|
65068xxxx0 |
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Osborne Partners Capital Management, LLC |
545 Middlefield Rd Suite 165, Menlo Park, CA 94025 |
|
65085xxxx0 |
aar****@o**************.com |
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Fit Bearings |
47881 Fremont Blvd, Fremont, CA 94538 |
|
51062xxxx8 |
doe**@f**********.com |
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7 |
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Matzger James A |
401 Alberto Way Ste 3, Los Gatos, CA 95032 |
|
40839xxxx0 |
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S-CUBED CAPITAL |
870 Santa Cruz Ave #202, Menlo Park, CA 94025 |
|
65023xxxx4 |
eth**@s********.com |
3.4 |
5 |
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Brett Macauley - Ameriprise Financial Advisor |
2441 Park Blvd Ste A104 Palo Alto, CA 94306 |
|
65047xxxx0 |
dns*****@a***.com |
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5 |
2 |
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Shoreline Investment Management Co |
1501 Page Mill Rd, Palo Alto, CA 94304 |
|
65085xxxx4 |
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The Lytton Avenue Group - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
|
65083xxxx3 |
int**********@m************.com |
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Osborn Capital Management |
1875 S Grant St Ste 100, San Mateo, CA 94402 |
|
65028xxxx8 |
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Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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Edward Jones - Financial Advisor: Mary Beth Hambly |
750 Menlo Ave Ste 350 Menlo Park, CA 94025 |
|
65032xxxx3 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Fox Paine |
2105 Woodside Rd Ste 4, Redwood City, CA 94062 |
|
65021xxxx0 |
amb***@f*******.com |
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Raymond James |
51 E Campbell Ave Unit 109, Campbell, CA 95009 |
|
40837xxxx0 |
con****@a**********.com |
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Menlo Advisors |
800 Oak Grove Ave, Menlo Park, CA 94025 |
|
65068xxxx0 |
inf*@m************.com |
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Edward Jones - Financial Advisor: Ivy L May |
702 Marshall St Ste 400, Redwood City, CA 94063 |
|
65036xxxx8 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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Grassi Investment Management |
2350 Mission College Blvd, Santa Clara, CA 95054 |
|
65093xxxx0 |
buz**@g***********.com |
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Pariveda Investment Management |
2483 Old Middlefield Way, Mountain View, CA 94043 |
|
65058xxxx1 |
ach************@p*******.com |
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Salt Creek Capital Management |
726 Morgan Pl, Los Altos, CA 94024 |
|
65038xxxx0 |
and***@s***********.com |
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Evart Young & Hobbs Investment Management |
3 Lagoon Dr Ste 155, Redwood City, CA 94065 |
|
65080xxxx2 |
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West Valley Properties Inc |
280 2nd St Ste 110, Los Altos, CA 94022 |
|
65055xxxx4 |
apa*******@w*******************.com |
3 |
2 |
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Stanford Investment Group Inc |
2570 W El Camino Real Ste 520, Mountain View, CA 94040 |
|
65094xxxx7 |
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Silicon Valley Future Capital |
Palo Alto, CA 94304 |
|
65066xxxx8 |
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Far Western Land And Investment Company Inc. |
3977 Fabian Way, Palo Alto, CA 94303 |
|
65073xxxx5 |
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Pacific Lake |
855 El Camino Real Building 4, Second Fl, Suite 290, Palo Alto, CA 94301 |
|
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acc***********@p**********.com |
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Edward Jones - Financial Advisor: Katrina C Yun-Nikolac |
165 University Ave Palo Alto, CA 94301 |
|
65032xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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Fidelity Investments |
2580 West El Camino Real Ste 9 Mountain View, CA 94040 |
|
80036xxxx5 |
a61****@f*******.com |
3.5 |
14 |
2.3 |
12 |
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324203 |
|
344000 |
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Stanford Property & Finance |
425 Sherman Ave, Ste 330 Palo Alto, CA 94306 |
|
65049xxxx0 |
and***@s*********.com |
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3.9 |
11 |
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Fremont Bank |
565 San Antonio Rd Ste 21, Mountain View, CA 94040 |
|
65039xxxx1 |
aar*********@f**********.com |
5 |
7 |
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7237 |
294 |
7200 |
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Fifth Set Capital |
459 Hamilton Ave, Palo Alto, CA 94301 |
|
65027xxxx3 |
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Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® |
339 S San Antonio Rd Ste 1, Los Altos, CA 94022 |
|
65094xxxx6 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
4.3 |
3 |
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Rugh Financial |
2225 E Bayshore Rd, East Palo Alto, CA 94303 |
|
65064xxxx4 |
nic*@r************.com |
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Fan Asset Management |
201 San Antonio Cir Ste 265 Mountain View, CA 94040 |
|
65055xxxx0 |
ste********@f*******.com |
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Galileo Planning Group Inc |
1300 S El Camino Real Ste 510, San Mateo, CA 94402 |
|
65032xxxx0 |
jan*@g*******************.com |
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Astellas Venture Capital |
2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025 |
|
65056xxxx0 |
pri****@a*******.com |
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Silicon Valley Financial Group |
950 S Bascom Ave, San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
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El Dorado Ventures |
702 Oak Grove Ave, Menlo Park, CA 94025 |
|
65085xxxx0 |
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Morgan Stanley Wealth Management |
8239 Enterprise Dr, Newark, CA 94560 |
|
51079xxxx0 |
acm***********@m************.com |
|
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112980 |
3042 |
129000 |
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InterWest Partner |
2710 Sand Hill Rd, Menlo Park, CA 94025 |
|
65085xxxx5 |
abc***@i********.com |
|
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Dongding Investment Co |
47697 Westinghouse Dr, Fremont, CA 94539 |
|
51049xxxx2 |
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Silicon Valley Bank |
3003 Tasman Dr, Santa Clara, CA 95054 |
|
40865xxxx0 |
aa@s**.com |
|
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6 |
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7 |
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Leylegian Investment Management Inc |
813 El Camino Real, Atherton, CA 94027 |
|
65032xxxx0 |
|
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Opportunity Fund |
111 W Saint John St Ste 800, San Jose, CA 95113 |
|
40829xxxx4 |
ade**@o**************.org |
|
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Waddell & Reed Bay Area Market |
1999 S. Bascom Ave Suite 400, Campbell, CA 95008 |
|
40836xxxx0 |
6d3*************************************@w*****************.com |
|
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|
Salt Creek Capital Management |
1001 Obrien Dr, Menlo Park, CA 94025 |
|
65038xxxx0 |
and***@s***********.com |
|
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Flagstar Bank |
750 University Ave, Los Gatos, CA 95032 |
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40845xxxx0 |
ada********@f*******.com |
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Morgan Stanley Wealth Management |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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Edward Jones - Financial Advisor: Steve Duffy |
900 Lafayette St Ste 503, Santa Clara, CA 95050 |
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40824xxxx1 |
a.j*********@e**********.com |
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87384 |
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100000 |
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GW & Wade |
540 Cowper St, Palo Alto, CA 94301 |
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65061xxxx8 |
acm***@g*****.com |
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Luminous Capital |
4400 Bohannon Dr Ste 230, Menlo Park, CA 94025 |
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65043xxxx8 |
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We Buy Houses In Bay Area |
44250 Old Warm Springs Blvd Ste 10, Fremont, CA 94538 |
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51090xxxx0 |
eug***@w*******************.com |
4.6 |
9 |
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Bayco Investment Co |
1091 Industrial Rd Ste 215, San Carlos, CA 94070 |
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65059xxxx0 |
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Dollins Steven |
33400 Turnstone Pl, Fremont, CA 94555 |
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51050xxxx1 |
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Martin Wealth Management |
1145 Merrill St, Menlo Park, CA 94025 |
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65028xxxx0 |
hos*******@w*********.com |
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Frank A Branson Inc |
200 Homer Ave, Palo Alto, CA 94301 |
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65032xxxx0 |
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Rugh Financial |
2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303 |
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65064xxxx4 |
nic*@r************.com |
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Barbara Madden - Financial Advisor, Ameriprise Financial Services |
164 Main St Ste 206, Los Altos, CA 94022 |
|
65094xxxx0 |
bar*************@a***.com |
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39 |
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40 |
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Ameriprise Financial Advisors |
2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303 |
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65047xxxx0 |
ame****************@e*.ameriprise |
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UBS Financial Services |
64 Willow Pl Ste 200 Menlo Park, CA 94025 |
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65028xxxx0 |
aar*******@u**.com |
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3.5 |
4 |
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229873 |
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242000 |
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Prima Investment Group |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
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40898xxxx9 |
miw********@g****.com |
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5 |
1 |
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HGGC |
1950 University Ave #350, Palo Alto, CA 94303 |
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65032xxxx0 |
aal******@h***.com |
5 |
3 |
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Doll Capital Management, Inc. |
2420 Sand Hill Rd Ste 200, Menlo Park, CA 94025 |
|
65023xxxx0 |
agn**@d**.com |
5 |
2 |
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5 |
13 |
909 |
39 |
975 |
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Maya Advisors, Inc |
530 Lytton Ave 2nd Floor Suite 224, Palo Alto, CA 94301 |
|
65070xxxx4 |
adv***@m***********.com |
5 |
1 |
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Morgan Stanley Wealth Management |
650 Castro St, Mountain View, CA 94041 |
|
65031xxxx0 |
acm***********@m************.com |
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Westech Investment Advisors |
3130 Alpine Rd, Portola Valley, CA 94028 |
|
65039xxxx6 |
abd******@w**********.com |
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Asset Management Ventures |
2595 E Bayshore Rd #240, Palo Alto, CA 94303 |
|
65062xxxx8 |
ass**@a*******.com |
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Vilmont Investment Properties |
864 Laurel St Ste 200, San Carlos, CA 94070 |
|
65059xxxx5 |
bra****@v******.com |
3.4 |
5 |
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3.5 |
3 |
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Doorga Capital |
530 Lytton Ave, Palo Alto, CA 94301 |
|
65099xxxx0 |
inf*@d*****.net |
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Darien Tung - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx3 |
dar**********@a***.com |
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101 |
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E*TRADE - Temp. CLOSED |
124 University Ave Palo Alto, CA 94301 |
|
86678xxxx5 |
adv************@e*****.com |
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1.7 |
20 |
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166404 |
|
170000 |
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JPG Wealth Solutions Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
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Vista Wealth Management |
306 Cambridge Ave, Palo Alto, CA 94306 |
|
65033xxxx0 |
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Financial Engines |
1050 Enterprise Way, Sunnyvale, CA 94089 |
|
40849xxxx0 |
aau******@f***************.com |
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Morgan Stanley |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
aal*******@m************.com |
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112831 |
3036 |
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Transcontinental Capital Partners |
540 Cowper St Ste 200 Palo Alto, CA 94301 |
|
65032xxxx8 |
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Edward Jones - Financial Advisor: Linh B Thai |
298 S Sunnyvale Ave, Sunnyvale, CA 94086 |
|
40873xxxx2 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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Stifel |
550 S Winchester Blvd, San Jose, CA 95128 |
|
40898xxxx1 |
abb****@s*****.com |
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4743 |
|
5200 |
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Exchange Bank Trust & Investment |
1 First St Ste 9 Los Altos, CA 94022 |
|
65054xxxx0 |
a@e***********.com |
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Battery Ventures |
2882 Sand Hill Rd, Menlo Park, CA 94025 |
|
65037xxxx9 |
abc**@b******.com |
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Bakos Investment Management |
160 El Monte Ct, Los Altos, CA 94022 |
|
65077xxxx8 |
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Magic Venture Capital |
335 Lowell Ave # 300, Palo Alto, CA 94301 |
|
65032xxxx9 |
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Merrill Lynch Wealth Management |
101 S Ellsworth Ave, San Mateo, CA 94401 |
|
65057xxxx0 |
ban********************@m*.com |
3 |
2 |
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Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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169 |
|
167 |
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Whelan Capital Management |
261 Hamilton Ave, Palo Alto, CA 94301 |
|
65083xxxx0 |
gwh****@w***.com |
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Wfafn |
3031 Tisch Way, San Jose, CA 95128 |
|
40872xxxx7 |
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ESO Fund |
635 Mariners Island Blvd Ste 204, San Mateo, CA 94404 |
|
65026xxxx0 |
and***@e******.com |
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Hilltop Financial |
500 Airport Blvd, Burlingame, CA 94010 |
|
65049xxxx8 |
lxx*****@h*********************.com |
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5 |
6 |
43 |
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48 |
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Transcontinental Capital Partners |
1755 E Bayshore Rd Redwood City, CA 94063 |
|
65055xxxx0 |
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Vii Pac Shores Investors |
1600 Seaport Blvd Redwood City, CA 94063 |
|
65021xxxx1 |
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Nelson Capital |
545 Middlefield Rd Ste 200 Menlo Park, CA 94025 |
|
65032xxxx0 |
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Alpha Impact Investment Management Partners |
1280 Bay Laurel Dr, Menlo Park, CA 94025 |
|
65046xxxx5 |
aco*****@i**********.com |
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HGGC |
1950 University Ave, Palo Alto, CA 94303 |
|
65032xxxx0 |
aal******@h***.com |
5 |
3 |
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Raymond James Financial Services |
770 Menlo Ave Ste 215 Menlo Park, CA 94025 |
|
65056xxxx1 |
aar************@r***********.com |
3 |
1 |
|
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|
17482 |
|
18000 |
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UBS Financial Services Inc |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx0 |
aar*******@u**.com |
|
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|
229697 |
|
242000 |
|
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Ardent Capital |
PO Box 455, Los Altos, CA 94023 |
|
65088xxxx8 |
inf*@a*************.com |
|
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5 |
1 |
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|
Michael Adiutori - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx1 |
dns*****@a***.com |
|
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UpWest Labs |
550 California Ave #1, Palo Alto, CA 94306 |
|
|
gil*********@u*****.vc |
4.8 |
10 |
|
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|
4933 |
26 |
4900 |
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Neumann Capital Management |
303 Vintage Park Dr, Foster City, CA 94404 |
|
65054xxxx0 |
car*****@n*************.com |
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|
Jones Fay F |
1134 Crane St Menlo Park, CA 94025 |
|
65032xxxx6 |
|
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|
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®|ChFC®|AAMS™ |
1 Twin Pines Ln Ste 104, Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
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Nova Partners |
185 Moffett Blvd, Mountain View, CA 94043 |
|
65069xxxx0 |
|
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|
Edward Jones - Financial Advisor: Vince DiPiero, CFP® |
101 Church St Ste 18, Los Gatos, CA 95030 |
|
40835xxxx6 |
a.j*********@e**********.com |
|
|
|
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|
132 |
8 |
135 |
|
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Venturestar Inc |
333 W San Carlos St, San Jose, CA 95110 |
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40828xxxx8 |
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Evla Hills Equity Services |
495 N Whisman Rd, Mountain View, CA 94043 |
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65062xxxx9 |
don*******@e********.com |
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Peninsula Capital |
1010 El Camino Real Ste 250, Menlo Park, CA 94025 |
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65032xxxx0 |
bsm***@p************.com |
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Barney Smith |
411 Borel Ave Ste 220, San Mateo, CA 94402 |
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65035xxxx0 |
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Sageview Capital |
245 Lytton Ave # 250, Palo Alto, CA 94301 |
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65047xxxx0 |
and*@s**************.com |
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Atrium Capital Corp |
3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025 |
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65023xxxx8 |
bfa***@a************.com |
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Firsthand Technology Value Fund, Inc |
150 Almaden Blvd, San Jose, CA 95113 |
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40888xxxx6 |
mir*****@f***********.com |
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Edward Jones - Financial Advisor: Mary Beth Hambly |
855 Oak Grove Ave, Menlo Park, CA 94025 |
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65032xxxx3 |
a.j*********@e**********.com |
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85136 |
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Country Financial |
1870 El Camino Real, Burlingame, CA 94010 |
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65055xxxx4 |
aar********@c***************.com |
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170746 |
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163000 |
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Victor Adint - Raymond James |
229 W Main St, Los Gatos, CA 95030 |
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40840xxxx9 |
aar************@r***********.com |
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Edward Jones |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
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40874xxxx0 |
a.j*********@e**********.com |
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83 |
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Courtland Partners Ltd |
1475 S Bascom Ave, Campbell, CA 95008 |
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21652xxxx0 |
a@s**************.com |
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Grassi Investment Management |
1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043 |
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65093xxxx0 |
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Morris Management Co |
2500 Sand Hill Rd, Menlo Park, CA 94025 |
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65085xxxx0 |
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Edward Jones - Financial Advisor: Meg Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
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65034xxxx1 |
a.j*********@e**********.com |
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Ventures Pejman Mar |
320 High St, Palo Alto, CA 94301 |
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65027xxxx6 |
mar@p********.com |
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Allegro Investment Inc |
525 Middlefield Rd, Menlo Park, CA 94025 |
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65032xxxx0 |
inf*@a****************.com |
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First Statewide Realty |
10080 N Wolfe Rd SW3-252, Cupertino, CA 95014 |
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40825xxxx0 |
ang*******@f*******************.com |
4.9 |
14 |
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2 |
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The Crawford-Hogan-Wang Group - Morgan Stanley |
245 Lytton Ave Suite 200, Palo Alto, CA 94301 |
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65083xxxx3 |
acc**********@m************.com |
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Dreyfus Investment Services |
435 Tasso St Palo Alto, CA 94301 |
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65032xxxx3 |
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Cypress Capital Group |
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65042xxxx3 |
ala*********@c**************.com |
4.8 |
5 |
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Rockefeller Capital Management |
2570 W El Camino Real Ste 600, Mountain View, CA 94040 |
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65055xxxx0 |
avi****@r*****.com |
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Clarity Wealth Advisors |
2160 The Alameda, San Jose, CA 95126 |
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40856xxxx0 |
inf*@c********.com |
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TCGX |
705 High St, Palo Alto, CA 94301 |
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65092xxxx4 |
con****@m*************.com |
4 |
2 |
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Valo Ventures |
524 Ramona St, Palo Alto, CA 94301 |
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65084xxxx1 |
ali************@v***********.org |
5 |
3 |
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Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
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65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
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401(k) & 403(b) Fiduciary Advisors, Inc. |
10 Scenic Way Apt 108, San Mateo, CA 94403 |
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65093xxxx0 |
jer****@4*********.com |
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Tda Investment Group Inc |
1214 Donnelly Ave, Burlingame, CA 94010 |
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65034xxxx3 |
al@t*****.com |
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W & B Investments |
43801 Mission Blvd Ste 201, Fremont, CA 94539 |
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51040xxxx1 |
dea*@w************.net |
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Adero Partners |
306 Cambridge Ave, Palo Alto, CA 94306 |
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65025xxxx0 |
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Avalon Capital Management |
495 Seaport Ct Redwood City, CA 94063 |
|
65030xxxx0 |
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1 |
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Robert Graham - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
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65059xxxx0 |
dns*****@a***.com |
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Cali Investments |
14510 Big Basin Way, Saratoga, CA 95070 |
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40874xxxx0 |
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Sand Hill Global Advisors |
245 Lytton Ave #300, Palo Alto, CA 94301 |
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65085xxxx0 |
ach****@s*********************.com |
4 |
2 |
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Pinnacle Ventures |
1600 El Camino Real Ste 250 Menlo Park, CA 94025 |
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65092xxxx0 |
ach**********@p***************.com |
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Edward Jones - Financial Advisor: Sy Nguyen |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
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40837xxxx4 |
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Alan D Biller & Associates Inc |
535 Middlefield Rd # 230, Menlo Park, CA 94025 |
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65032xxxx3 |
ala*@a*********.com |
5 |
2 |
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Meyers Wealth Management |
441 California Ave #7, Palo Alto, CA 94306 |
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80099xxxx4 |
adv****@m**********.com |
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586685 |
|
759000 |
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CSC Upshot Ventures |
171 Forest Ave, Palo Alto, CA 94301 |
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65038xxxx9 |
mal**@c*********.vc |
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