| Shusterman Wealth Management |
16935 W Bernardo Dr Ste 223 San Diego, CA 92127 |
|
85867xxxx0 |
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| Bull Oak |
4747 Executive Dr Ste 1010 San Diego, CA 92121 |
|
85899xxxx0 |
bul********@c*************.com |
5 |
25 |
4.9 |
54 |
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199 |
36 |
204 |
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| Ward & Associates |
17538 Circa Oriente, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
b.w***@w*********.com |
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| Stone Steps Financial |
533 Second St Ste 207 Encinitas, CA 92024 |
|
76045xxxx7 |
car****@s******************.com |
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4.7 |
3 |
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| Edward Jones - Financial Advisor: David S Peterson |
12750 Carmel Country Rd Ste 208, San Diego, CA 92130 |
|
85852xxxx0 |
acc**********@e**********.com |
4.9 |
38 |
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| Lucia Capital Group |
16789 Bernardo Center Dr, San Diego, CA 92128 |
|
61949xxxx5 |
afr******@l*******.com |
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39 |
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622 |
23 |
691 |
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| Woodson Wealth Management |
San Diego, CA 92130 |
|
85892xxxx0 |
adm**@w********.com |
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3 |
2 |
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188 |
57 |
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| Edward Jones - Financial Advisor: Nicole J White |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
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19 |
3 |
21 |
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| Sabrina Boyd - Primary Residential Mortgage Inc |
1000 Aviara Pkwy Ste 110 Carlsbad, CA 92011 |
|
76049xxxx7 |
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5 |
2 |
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| Wall Street Financial Group -- Amy Bennage McNally |
12707 High Bluff Dr Ste 200, San Diego, CA 92130 |
|
85879xxxx6 |
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| Buley James |
10616 Scripps Summit Ct, San Diego, CA 92131 |
|
85879xxxx7 |
aar**@a**************.com |
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901666 |
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| Gabriel Yanez - Financial Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| Rb Financial Group |
16776 Bernardo Center Dr San Diego, CA 92128 |
|
85845xxxx0 |
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| GRAF PROPERTY MANAGEMENT |
2530 Vista Way Ste F16, Oceanside, CA 92054 |
|
76072xxxx2 |
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| Allstate Personal Financial Representative: Juan Reyes |
2447 S Centre City Pkwy, Escondido, CA 92025 |
|
76050xxxx3 |
a****00@a*******.com |
5 |
1 |
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| College Planning Source |
16980 Via Tazon Ste 110, San Diego, CA 92127 |
|
85867xxxx0 |
cas******@c********************.com |
4.8 |
17 |
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386 |
6 |
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| Peart-Foster-Hill Financial Advisory Group |
11545 W Bernardo Ct Ste 300 San Diego, CA 92127 |
|
80065xxxx7 |
hos*******@w*********.com |
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| Duncan Financial |
5973 Avenida Encinas Carlsbad, CA 92008 |
|
76047xxxx0 |
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5 |
1 |
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| Edward Jones - Brian Lundberg |
334 Via Vera Cruz Ste 254 San Marcos, CA 92078 |
|
76075xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Burton I Grantham |
111 Chesterfield Dr, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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| Scott Peck CPA & Associates |
613 W Valley Pkwy Ste 305, Escondido, CA 92025 |
|
76046xxxx0 |
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5 |
7 |
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| Torrey Capital Investments |
11622 El Camino Real, San Diego, CA 92130 |
|
85876xxxx2 |
jac***@t***********************.com |
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| Morgan Stanley Wealth Management |
5927 Priestly Dr Ste 110, Carlsbad, CA 92008 |
|
76093xxxx0 |
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| Spreckels Wealth Management |
8477 Spreckels Ln San Diego, CA 92127 |
|
85873xxxx0 |
928*************************************@w*****************.com |
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| Aro Partners |
1015 Chestnut Ave, Carlsbad, CA 92008 |
|
76043xxxx4 |
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| Edward Jones - Financial Advisor: Rene’ A Flores |
1340 W Valley Pkwy Ste 104 Escondido, CA 92029 |
|
76073xxxx0 |
a.j*********@e**********.com |
1 |
1 |
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| Thomas J Dobransky & Associates |
16657 Valle Verde Rd Poway, CA 92064 |
|
85866xxxx8 |
Tho*************@l**.com |
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| Edward Jones - Financial Advisor: Rasaan Moshesh |
700 Garden View Ct Ste 203, Encinitas, CA 92024 |
|
76075xxxx5 |
aar*********@e**********.com |
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87384 |
|
100000 |
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| Rancho Santa Fe Capital |
16956 Via De Santa Fe Ste 664 Rancho Santa Fe, CA 92091 |
|
85575xxxx3 |
inf*@r**********.com |
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| Investment Safe PM |
16870 W Bernardo Dr Ste 400, San Diego, CA 92127 |
|
61988xxxx6 |
col****@m****************.com |
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| Lucia Capital Group |
13520 Evening Creek Dr N Ste 300, San Diego, CA 92128 |
|
61949xxxx5 |
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| SRB Investment Properties Inc |
1533 Old Creek Ct, Cardiff, CA 92007 |
|
80065xxxx2 |
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| Family Home Investing |
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|
85863xxxx9 |
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| Hilton Tax Shelter Advisory Service |
4280 Highland Dr Carlsbad, CA 92008 |
|
76043xxxx9 |
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| Edward Jones - Financial Advisor: Burton I Grantham |
111 Chesterfield Dr Ste 119 uite 119 Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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| Goodrich Financial Group |
16835 W Bernardo Dr Ste 105, San Diego, CA 92127 |
|
85848xxxx0 |
deb****@g*********.com |
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| Athena A Constant - Private Wealth Advisor, Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85834xxxx0 |
ath**************@a***.com |
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204 |
|
208 |
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| Carlsbad Wealth Advisory Group |
5927 Balfour Ct Ste 207, Carlsbad, CA 92008 |
|
76060xxxx2 |
aso****@c*************.com |
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| Blankinship & Foster |
420 Stevens Ave Ste 250 Solana Beach, CA 92075 |
|
85875xxxx6 |
b@b*********.com |
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| Block Wealth Management Inc |
433 W Grand Ave, Escondido, CA 92025 |
|
76079xxxx0 |
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| Edward Jones |
555 Country Club Dr Escondido, CA 92029 |
|
76074xxxx2 |
a.j*********@e**********.com |
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| Peter Morimoto |
12626 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85872xxxx5 |
acc************@f************.com |
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| Steelpoint Capital Partners LP |
2081 Faraday Ave, Carlsbad, CA 92008 |
|
85876xxxx0 |
chr********@s***********.com |
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| Norton, William, AGT |
5927 Balfour Ct, Carlsbad, CA 92008 |
|
76080xxxx4 |
ann*******@a***.com |
|
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160 |
|
163 |
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| Patricia & Christopher Weil |
11236 El Camino Real, San Diego, CA 92130 |
|
85870xxxx6 |
c18*****************************@s*****.wixpress |
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| Edward Jones - Financial Advisor: Vicente Hinojosa III |
1800 Thibodo Rd Ste 250, Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| Samuels Brian E |
10636 Scripps Summit Ct Ste 116, San Diego, CA 92131 |
|
85854xxxx1 |
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| Marie Accunzo - Ameriprise Financial Services |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76060xxxx4 |
ali**********@a***.com |
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| Natemax |
1034 La Reina Dr San Marcos, CA 92078 |
|
76048xxxx5 |
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| Vestra Financial Group |
191 Calle Magdalena Ste 260, Encinitas, CA 92024 |
|
76043xxxx0 |
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| Edward Jones - Financial Advisor: Trevor Heglund |
2424 Vista Way Ste 325 Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| Presidio Capital Management |
12626 High Bluff Dr Ste 440, San Diego, CA 92130 |
|
85846xxxx9 |
ali**@p*********.com |
|
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|
373 |
|
395 |
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| Driven Financial |
29991 Canyon Hills Rd Ste 1709 Lake Elsinore, CA 92532 |
|
95164xxxx7 |
inf*@d********.com |
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| One San Diego Financial Strategies |
5857 Owens Ave, Carlsbad, CA 92008 |
|
76076xxxx5 |
cso****@o***********.com |
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| Shareholders Service Group |
9845 Erma Rd Ste 312, San Diego, CA 92131 |
|
85853xxxx1 |
bbo***@s***************.com |
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|
| Shusterman Financial Services |
11545 W Bernardo Ct Ste 202, San Diego, CA 92127 |
|
85867xxxx0 |
bry***@s***************.com |
|
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|
| Morgan Stanley |
5796 Armada Dr Ste 200 Carlsbad, CA 92008 |
|
76093xxxx0 |
aal*******@m************.com |
5 |
2 |
5 |
1 |
|
|
113169 |
3052 |
130000 |
|
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| Carl Investment Corp |
1820 S Escondido Blvd, Escondido, CA 92025 |
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76074xxxx8 |
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| Goal Line Wealth Management |
674 Via De La Valle, Solana Beach, CA 92075 |
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85834xxxx5 |
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| JCF Capital Markets |
2173 Salk Ave Ste 250 Carlsbad, CA 92008 |
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76093xxxx1 |
inf*@j****************.com |
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| Retirement Solutions |
5857 Owens Ave Ste 110 Carlsbad, CA 92008 |
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76060xxxx0 |
che*****@2***.com |
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| Merrill Lynch Wealth Management |
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067 |
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85838xxxx2 |
ali*************@m*.com |
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| Edward Jones - Financial Advisor: Dimitris P Magemeneas |
157 N Twin Oaks Valley Rd Ste 130 San Marcos, CA 92069 |
|
76075xxxx3 |
a.j*********@e**********.com |
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2 |
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| Atterbury Investment Management |
1902 Wright Pl Ste 200, Carlsbad, CA 92008 |
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76028xxxx0 |
cla**@c*************.com |
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| San Diego Credit Solutions |
100 E San Marcos Blvd Ste 400, San Marcos, CA 92069 |
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61991xxxx9 |
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| Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
4 |
3 |
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| Shane Kochon - Financial Advisor, Ameriprise Financial Services |
500 La Terraza Blvd Ste 150, Escondido, CA 92025 |
|
85878xxxx0 |
dns*****@a***.com |
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215 |
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| Hailey Asset Management |
6876 Embarcadero Ln Carlsbad, CA 92011 |
|
70250xxxx0 |
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| College Planning Source |
10875 Rancho Bernardo Rd Ste 106, San Diego, CA 92127 |
|
85867xxxx0 |
cas******@c********************.com |
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4.5 |
11 |
392 |
4 |
404 |
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| Stancorp Investments Advisers |
700 Garden View Ct Ste 204 Encinitas, CA 92024 |
|
76063xxxx7 |
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| Gregg Palmer |
12626 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85872xxxx6 |
acc************@f************.com |
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| G5 Realty Group |
8250 White Oak Ave Ste 102 Rancho Cucamonga, CA 91730 |
|
90929xxxx0 |
abl******@k*.com |
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5 |
13 |
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| PFS Investments Inc |
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76062xxxx0 |
a.-*******************@p********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Citadel N Penn |
5962 La Place Ct Ste 160, Carlsbad, CA 92008 |
|
76081xxxx6 |
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| Frontera Investments |
12975 Brookprinter Pl, Poway, CA 92064 |
|
85860xxxx9 |
abb***@a*********.org |
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| Watermark Wealth Strategies |
16935 W Bernardo Dr San Diego, CA 92127 |
|
85879xxxx2 |
aar********@w**************.com |
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1 |
1 |
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| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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| Carleton Management |
11440 W Bernardo Ct San Diego, CA 92127 |
|
85861xxxx0 |
fra******@c***********.com |
5 |
2 |
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| Voyant Advisors |
15373 Innovation Dr, San Diego, CA 92128 |
|
85879xxxx0 |
aco**@v*************.com |
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| Edward Jones - Financial Advisor: Kent S Borsch |
5256 S Mission Rd Ste 807 Bonsall, CA 92003 |
|
76094xxxx6 |
a.j*********@e**********.com |
3.7 |
3 |
5 |
3 |
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| Global Resource Investments |
1910 Palomar Point Way Ste 200, Carlsbad, CA 92008 |
|
76094xxxx9 |
ask****@s***.org |
3.3 |
7 |
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| Edward Jones - Financial Advisor: Richard Hachigian |
7740 El Camino Real, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
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85136 |
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| Cardinal Industrial |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76049xxxx0 |
use*@d*****.com |
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| Danielle Vigneault - Financial Advisor, Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85834xxxx0 |
ath**************@a***.com |
5 |
4 |
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204 |
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208 |
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| Gary P Endres - Stifel Nicolaus |
5780 Fleet St Ste 250 Carlsbad, CA 92008 |
|
76080xxxx0 |
end****@s*****.com |
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| Wealth Analytics |
12730 High Bluff Dr Ste 260, San Diego, CA 92130 |
|
85879xxxx0 |
bel**@w**************.com |
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| Edward Jones |
727 W San Marcos Blvd, San Marcos, CA 92078 |
|
76047xxxx4 |
a.j*********@e**********.com |
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| Raymond James Financial Services |
138 Civic Center Dr, Vista, CA 92084 |
|
76063xxxx4 |
aar************@r***********.com |
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| Edward Jones - Financial Advisor: Terence Seymour |
7220 Avenida Encinas Suite 110 A Carlsbad, CA 92011 |
|
76043xxxx3 |
a.j*********@e**********.com |
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| Securities America Inc |
2911 Su Siempre Pl, Escondido, CA 92025 |
|
85866xxxx3 |
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| Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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163 |
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179 |
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| Ameriprise Financial Advisors |
1125 Monterey Vista Pl Encinitas, CA 92024 |
|
85865xxxx4 |
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| Sprott Asset Management USA Inc |
1910 Palomar Point Way, Carlsbad, CA 92008 |
|
86653xxxx6 |
con****@s***********.com |
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| Edward Jones - Financial Advisor: Henry DeMatteis III |
911 Hacienda Dr, Vista, CA 92081 |
|
76047xxxx0 |
a.j*********@e**********.com |
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| National Asset Direct Inc |
10815 Rancho Bernardo Rd, San Diego, CA 92127 |
|
85848xxxx1 |
abo***@n******************.com |
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| Roden Properties, Inc |
225 E 3rd Ave, Escondido, CA 92025 |
|
76074xxxx5 |
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| WealthBuilders |
111 C St Encinitas, CA 92024 |
|
40864xxxx8 |
eri*@w*********.com |
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5 |
12 |
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| Financial Markets Analysis |
9909 Mira Mesa Blvd, San Diego, CA 92131 |
|
85854xxxx0 |
inf*@f*******.com |
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| RAD Dad Wallet |
Fullerton, CA 92831 |
|
71425xxxx7 |
my@r***********.com |
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| Edward Jones |
11440 W Bernardo Ct Ste 273, San Diego, CA 92127 |
|
85848xxxx4 |
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| Paradigm Investment Group |
5315 Avenida Encinas, Carlsbad, CA 92008 |
|
76043xxxx0 |
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| Ranch Capital |
12275 El Camino Real, San Diego, CA 92130 |
|
85852xxxx9 |
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| Edward Jones - Financial Advisor: J.Robby Robinson |
300 Carlsbad Village Dr Ste 119 Carlsbad, CA 92008 |
|
76043xxxx5 |
a.j*********@e**********.com |
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| Nuvida Property |
1104 Camino Del Mar, Del Mar, CA 92014 |
|
85879xxxx1 |
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| Financial Life Concepts |
16935 W Bernardo Dr Ste 228 San Diego, CA 92127 |
|
85848xxxx9 |
chr***@f********************.com |
2.3 |
3 |
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| Financial Sense |
10809 Thornmint Rd Fl 2 San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
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1 |
3 |
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|
3194 |
3 |
3200 |
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| Ra Capital Advisors |
11988 El Camino Real, San Diego, CA 92130 |
|
85870xxxx0 |
bac*@r***.com |
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| Icm Private Client Group |
5780 Fleet St Ste 170 Carlsbad, CA 92008 |
|
76080xxxx6 |
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| Blankinship & Foster |
420 Stevens Ave, Solana Beach, CA 92075 |
|
85875xxxx6 |
b@b*********.com |
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| Morgan Stanley Wealth Management |
5800 Armada Dr Ste 300, Carlsbad, CA 92008 |
|
76043xxxx0 |
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| Market Capital Management |
2906 Roosevelt St Ste 100 Carlsbad, CA 92008 |
|
76043xxxx5 |
ale*******@m**********************.com |
|
|
4.3 |
6 |
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| Harmatz Investment Corporation |
380 S Melrose Dr Ste 300, Vista, CA 92081 |
|
76064xxxx0 |
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| Edward Jones - Financial Advisor: Victor Manzanilla |
1921 W San Marcos Blvd, Ste 100 San Marcos, CA 92078 |
|
76073xxxx4 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Nancy C Brokaw |
11770 Bernardo Plaza Ct Ste 366 San Diego, CA 92128 |
|
85867xxxx7 |
a.j*********@e**********.com |
|
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| Alliance Mgmt & Insurance Services-AMIS |
355 Via Vera Cruz San Marcos, CA 92078 |
|
76047xxxx6 |
inf*@a************.com |
2.1 |
7 |
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| Sunrise Capital Partners L P |
1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011 |
|
87745xxxx1 |
arc*************@s*************.com |
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| Eiger Wealth Management, LLC |
16855 W Bernardo Dr Suite 310, San Diego, CA 92127 |
|
85876xxxx0 |
inf*@e**********.com |
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| Haugh Lorilyn Ann |
Escondido, CA 92027 |
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| Cardiff Park Advisors |
338 Via Vera Cruz, San Marcos, CA 92078 |
|
76063xxxx6 |
ama******@c**********.com |
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| Edward Jones - Financial Advisor: John A. Lacey |
3129 Tiger Run Ct Ste A-102, Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
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315 |
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| Sunrise Capital Partners |
16950 Via de Santa Fe Suite 5060-153 Rancho Santa Fe, CA 92067 |
|
87745xxxx1 |
awa***@s*************.com |
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| Beacon Retirement Planning Group |
2100 Palomar Airport Rd Ste 214-8 Carlsbad, CA 92011 |
|
85534xxxx3 |
dmc*****@b*******.com |
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2 |
3 |
2 |
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| City National Bank - Carlsbad |
2011 Palomar Airport Rd Ste 100 Carlsbad, CA 92011 |
|
76091xxxx0 |
ava********@c**.com |
5 |
2 |
5 |
2 |
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5371 |
151 |
5900 |
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| Seaside Wealth Management |
6154 Innovation Way, Carlsbad, CA 92009 |
|
76073xxxx0 |
al@s************.com |
5 |
42 |
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198 |
9 |
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| Beacon Retirement Planning Group |
960 Canterbury Pl Ste 110 Escondido, CA 92025 |
|
85534xxxx3 |
dmc*****@b*******.com |
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| Edward Jones |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.-********@e**********.com |
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| DeVore Financial Advisors |
1260 San Elijo Rd N San Marcos, CA 92078 |
|
76082xxxx9 |
lau**@d*******.com |
5 |
1 |
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| Michael Sperlinga - Morgan Stanley |
5796 Armada Dr Ste 200, Carlsbad, CA 92008 |
|
76060xxxx0 |
acc**********@m************.com |
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| Investor Finance |
2211 Encinitas Blvd Encinitas, CA 92024 |
|
76043xxxx4 |
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| Providence Capital Group Inc |
183 Calle Magdalena, Encinitas, CA 92024 |
|
76094xxxx3 |
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1 |
1 |
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| Aro Partners |
1015 Chestnut Ave Ste A3 Carlsbad, CA 92008 |
|
76043xxxx4 |
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5 |
1 |
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| Castle Creek Capital |
6051 El Tordo Rancho Santa Fe, CA 92091 |
|
85875xxxx0 |
acc********@c**********.com |
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| Mills Management Services, Inc. |
1645 S Rancho Santa Fe Rd #208, San Marcos, CA 92078 |
|
76097xxxx9 |
adm**@m**********************.com |
4.2 |
33 |
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| Wj Commercial Enterprises |
555 2nd St Ste 3 Encinitas, CA 92024 |
|
76023xxxx9 |
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| Ameriprise Financial Advisors |
221 N Rios Ave Solana Beach, CA 92075 |
|
85879xxxx9 |
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| Edelman Financial Engines |
3570 Carmel Mountain Rd Ste 450, San Diego, CA 92130 |
|
83375xxxx3 |
aar**@e**********************.com |
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| Joshua Thompson - Associate Financial Advisor, Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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| CalVet Lending |
7137 Linden Ter, Carlsbad, CA 92011 |
|
76080xxxx0 |
joh*@c************.com |
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4 |
5 |
2 |
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| Alonso Moran: Primerica - Financial Services |
340 RANCHEROS Dr Ste 298, SAN MARCOS, CA 92069 |
|
76073xxxx0 |
alo**********@g****.com |
5 |
12 |
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| A & M Investment Management |
12121 Scripps Summit Dr, San Diego, CA 92131 |
|
85827xxxx0 |
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| Windsong Apartment Homes |
1206 N Broadway, Escondido, CA 92026 |
|
76074xxxx0 |
aai***@m***********.com |
3.2 |
11 |
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561 |
72 |
614 |
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| San Diego Tax & Financial Associates |
5900 Pasteur Ct Ste 115, Carlsbad, CA 92008 |
|
76061xxxx9 |
inf*@s********.com |
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| Pacific Blue Investments |
777 Highway 101 Ste 112 Solana Beach, CA 92075 |
|
61999xxxx2 |
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1 |
1 |
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| Scott Morgosh Dba 10 Star Asset Mgmt |
5800 Armada Dr, Carlsbad, CA 92008 |
|
76093xxxx0 |
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| CCS Capital Management |
15373 Innovation Dr, San Diego, CA 92128 |
|
85885xxxx1 |
inf*@c*****.com |
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| Alder CAP |
1223 Camino Del Mar, Del Mar, CA 92014 |
|
85825xxxx2 |
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| Business Plan Writer Pro |
1120 S Pacific St Ste A Oceanside, CA 92054 |
|
76096xxxx5 |
pet**@b********************.com |
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1 |
3 |
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| Family Investment Management |
2888 Loker Ave E, Carlsbad, CA 92010 |
|
76093xxxx0 |
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| Merrill Lynch Wealth Management |
1000 Aviara Dr Ste 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
ban********************@m*.com |
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| Telos Capital Management Inc |
12121 Scripps Summit Dr, San Diego, CA 92131 |
|
85827xxxx0 |
aar****@t*******.com |
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| Compass Financial |
San Diego, CA 92128 |
|
76052xxxx0 |
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| Aureus Wealth Management |
1902 Wright Pl Ste 216 Carlsbad, CA 92008 |
|
76054xxxx7 |
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| City National Bank - Solana Beach |
937 Lomas Santa Fe Dr Ste 100 Solana Beach, CA 92075 |
|
85850xxxx0 |
aba*******@n*******.cnb |
4 |
4 |
5 |
3 |
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|
5371 |
151 |
5900 |
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| The Real House Flippers |
Oceanside, CA 92054 |
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| Premiere Properties |
6183 Paseo Del Norte, Carlsbad, CA 92011 |
|
76043xxxx0 |
inf*@r*******.com |
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| Scottrade - Online Trading & Stock |
16449 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
dns*****@s*****.com |
|
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|
393351 |
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| Abaco Asset Management |
2236 Encinitas Blvd Ste B Encinitas, CA 92024 |
|
76094xxxx6 |
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| Andrew Hathaway - Financial Advisor, Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85895xxxx0 |
and**************@a***.com |
|
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121 |
|
122 |
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| Barker Mark H CPA Pfs Financial Concepts |
16935 W Bernardo Dr San Diego, CA 92127 |
|
85848xxxx9 |
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| Highcrest Management Group |
2038 Corte Del Nogal, Carlsbad, CA 92011 |
|
65020xxxx0 |
arc********@h*************.com |
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| Edward Jones - Financial Advisor: Trey Gallegos |
11440 W Bernardo Ct Ste 262, San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| IDA Wealth - Intelligence Driven Advisers |
2792 Gateway Rd, Carlsbad, CA 92009 |
|
88876xxxx1 |
bno***@g****.com |
5 |
56 |
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| Terry Wealth Management |
2710 Loker Ave W Ste 220 Carlsbad, CA 92010 |
|
76085xxxx0 |
sha**@t**********.com |
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| Gottlieb Wealth Management |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
|
76057xxxx6 |
jer***@g***********************.com |
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| Callahan Capital Management & Insurance |
4765 Keswick Ct, San Diego, CA 92130 |
|
85862xxxx0 |
col****@c******************.com |
|
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|
1098 |
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| Merrill Lynch Wealth Management |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx1 |
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| Miller Wealth Management |
1901 Camino Vida Roble Ste 112 Carlsbad, CA 92008 |
|
85576xxxx0 |
|
5 |
2 |
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|
| Afinida Payroll |
600 La Terraza Blvd, Escondido, CA 92025 |
|
85875xxxx9 |
inf*@a******.com |
|
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5 |
5 |
| Wealth Management Group |
2035 Corte Del Nogal, Carlsbad, CA 92011 |
|
76099xxxx9 |
mar*@w****.com |
|
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|
| Edward Jones - Financial Advisor: Katy Conser |
3451 Via Montebello Ste 196, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
|
|
|
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|
4 |
|
4 |
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| Edward Jones - Financial Advisor: Dominic M Eaquinto |
2424 Vista Way Ste 325, Oceanside, CA 92054 |
|
76043xxxx1 |
|
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|
| Jim Lackey Associates |
2240 Encinitas Blvd Ste D, 109 Encinitas, CA 92024 |
|
85869xxxx0 |
jim@j********.net |
|
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| The Apartment Company, Inc |
560 N Coast Highway 101, Encinitas, CA 92024 |
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76063xxxx2 |
alo*********@t******************.com |
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| Frank Tirado - Financial Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| AKT Wealth Advisors |
5946 Priestly Dr Ste 200, Carlsbad, CA 92008 |
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76043xxxx0 |
ama****@a*****.com |
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| Chad D Waters - Edward Jones |
2588 S El Camino Real Ste 201 Encinitas, CA 92024 |
|
76075xxxx5 |
a.j*********@e**********.com |
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| Laura Benintend, Private Fiduciary |
Encinitas, CA 92023 |
|
76045xxxx4 |
lau****************@c*************.com |
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| Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. |
2173 Salk Ave Ste 250 Carlsbad, CA 92008 |
|
94971xxxx0 |
bbo***@d******************.com |
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5 |
4 |
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| Pacific Horizon Financial |
16875 W Bernardo Dr Ste 290 San Diego, CA 92127 |
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85861xxxx0 |
bob@p**********.com |
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| Merrill Lynch Wealth Mangement |
5256 South Mission Rd Ste 1005 Bonsall, CA 92003 |
|
76030xxxx0 |
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| Torrey Hills Capital |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
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85875xxxx7 |
aa@s****.com |
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| Edward Jones - Financial Advisor: Trey Gallegos |
11440 W Bernardo Ct Ste 273 San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Spencer M. Birch |
1 Civic Center Dr Ste 264 San Marcos, CA 92069 |
|
76041xxxx5 |
a.j*********@e**********.com |
5 |
1 |
5 |
1 |
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| The Greystone Group |
3840 Via De La Valle Ste 200, Del Mar, CA 92014 |
|
85879xxxx0 |
jsm***@t****************.com |
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| Edward Jones - Financial Advisor: Walter A Bowser II |
162 S Rancho Santa Fe Rd Ste E-20 Encinitas, CA 92024 |
|
76094xxxx5 |
a.j*********@e**********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Todd W Stucker |
1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 |
|
76072xxxx0 |
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| U.S. Bancorp Investments - Financial Advisors: Joy Malig |
190 S Rancho Santa Fe Rd, San Marcos, CA 92078 |
|
76075xxxx5 |
aar************@u*****.com |
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| Red Crown Capital, LLC |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
|
76057xxxx4 |
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| Online California Title Loans |
Escondido, CA 92025 |
|
44228xxxx4 |
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| Infinity R.E Services, Inc |
2065 S Escondido Blvd, Escondido, CA 92025 |
|
76056xxxx2 |
bar***********@h******.com |
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| APyk Investments |
San Diego, CA 92113 |
|
61945xxxx4 |
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| Morgan Stanley |
6037 La Flecha, Rancho Santa Fe, CA 92067 |
|
85861xxxx0 |
acm***********@m************.com |
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| Merritt Financial Services |
701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76044xxxx0 |
inf*@m***********************.com |
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| Pacific Coast Private Wealth - Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aku**********@a***.com |
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194 |
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201 |
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| Edward Jones |
1340 W Valley ParkwaySuite 104, Escondido 92029 |
|
76073xxxx0 |
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| Edward Jones - Financial Advisor: Andrew W Shaw |
111 Chesterfield Dr Ste 119, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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85136 |
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| WestPac® Wealth Partners (Carlsbad) |
2888 Loker Ave E #219, Carlsbad, CA 92010 |
|
76058xxxx8 |
n@w********************.com |
5 |
1 |
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| Legacy Wealth Builders |
San Marcos, CA 92078 |
|
76059xxxx7 |
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| Sterling Global Strategies |
1808 Aston Ave, Carlsbad, CA 92008 |
|
76060xxxx1 |
aak*****@s**********.com |
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| Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85895xxxx0 |
dea**********@a***.com |
5 |
5 |
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| Financial Planning Solutions, Inc. |
2784 Gateway Rd, Carlsbad, CA 92009 |
|
76092xxxx0 |
b.s******@f**************.net |
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| New Pathway |
2160 Barranca Pkwy Ste 1076 Irvine, CA 92606 |
|
94977xxxx8 |
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| Millennium Trust Company |
5982 La Place Ct, Carlsbad, CA 92008 |
|
76043xxxx0 |
acc************@i***************.com |
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| NSHD Wealth Strategies Group |
10616 Scripps Summit Ct, San Diego, CA 92131 |
|
85879xxxx0 |
aal*************@m********************.com |
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15 |
4400 |
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| Sodexo |
2171 S El Camino Real Oceanside, CA 92054 |
|
76072xxxx1 |
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| Sweeten Wealth Management |
2244 Faraday Ave Ste 90 Carlsbad, CA 92008 |
|
80084xxxx6 |
ala*********@l**.com |
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| Watermark Wealth Strategies |
12396 World Trade Dr, San Diego, CA 92128 |
|
85879xxxx2 |
aar********@w**************.com |
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| Forex Native |
Encinitas, CA 92023 |
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| Frank Financial Advisors |
2710 Loker Ave W Ste 230 Carlsbad, CA 92010 |
|
76043xxxx0 |
dat*****************@i****.de |
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| Madison Avenue Securities |
15050 Avenue Of Science Ste 150, San Diego, CA 92128 |
|
88862xxxx3 |
aba*****@m*****.com |
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| Rom Investments |
3790 Via De La Valle Del Mar, CA 92014 |
|
85875xxxx7 |
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| Frani Foltz Realtor |
2385 Camino Vida Roble Ste 2, Carlsbad, CA 92011 |
|
76067xxxx4 |
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| Edward Jones |
1401 Camino Del Mar Ste 102, Del Mar, CA 92014 |
|
85875xxxx9 |
a.j*********@e**********.com |
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74 |
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| Russ Jacobs - Ameriprise Financial Services |
5256 S Mission Rd Ste 301 Bonsall, CA 92003 |
|
76033xxxx7 |
cam**********@a***.com |
5 |
15 |
5 |
1 |
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| Merrill Lynch Wealth Management |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ali*************@m*.com |
3 |
2 |
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| General Re New England Asset |
12707 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx7 |
abr***@g*****.com |
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| Comprehensive Advisor |
2011 Palomar Airport Rd Ste 302 Carlsbad, CA 92011 |
|
76081xxxx5 |
bre**@c*******************.com |
|
|
4.4 |
14 |
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| Ashcraft Investment Co |
4401 Manchester Ave, Encinitas, CA 92024 |
|
76063xxxx0 |
aly**@a******************.com |
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1 |
1 |
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| Ameritrade |
16421 Bernardo Center Dr San Diego, CA 92128 |
|
80066xxxx0 |
aam***********@t***********.com |
|
|
1.8 |
5 |
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| Guide My Finances |
1265 Carlsbad Village Dr Ste 201 Carlsbad, CA 92008 |
|
76054xxxx5 |
ama***@g**************.com |
|
|
4.9 |
25 |
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|
538 |
2 |
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| Educator's Financial Planning |
2164 Edinburg Ave, Cardiff By The Sea, CA 92007 |
|
76063xxxx0 |
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| Hansberger Global Investors |
312 S Cedros Ave Ste 230, Solana Beach, CA 92075 |
|
85825xxxx6 |
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| Selective Benefit Specialists |
1261 Liberty Way, Vista, CA 92081 |
|
86680xxxx9 |
jny****@1**.com |
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| Certified Investment Recovery |
990 Highland Dr Ste 105A, Solana Beach, CA 92075 |
|
85834xxxx6 |
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| Financial Focus |
1917 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76043xxxx0 |
bar*************@f****************.com |
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|
| Longhouse Wealth Management |
187 Calle Magdalena Ste 103 Encinitas, CA 92024 |
|
76064xxxx0 |
con****@l**********.com |
5 |
8 |
5 |
1 |
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|
78 |
6 |
80 |
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|
| Pacific Divorce Management |
12544 High Bluff Dr Ste 440, San Diego, CA 92130 |
|
85850xxxx0 |
cli**********@p********.com |
|
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| Solomon Wealth Management |
531 Encinitas Blvd Ste 200 Encinitas, CA 92024 |
|
76043xxxx5 |
|
5 |
1 |
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| GFH Financial |
2131 Palomar Airport Rd STE 214, Carlsbad, CA 92011 |
|
76044xxxx0 |
gre**@g***********.com |
5 |
3 |
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| Cornerstone Wealth Management |
17140 Bernardo Center Dr Ste 206, San Diego, CA 92128 |
|
85867xxxx0 |
ash***@c************.com |
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| Edward Jones - Financial Advisor: Ken Johnson |
152 S Escondido Blvd Escondido, CA 92025 |
|
76073xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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| Totem Enterprises Inc. |
6006 El Vuelo, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Pacific Wealth Management |
11512 El Camino Real #350, San Diego, CA 92130 |
|
85850xxxx7 |
adm**@p********.com |
4.7 |
14 |
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| Pemco Capital Management |
144 W D St, Encinitas, CA 92024 |
|
85891xxxx9 |
lam***@p************.com |
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| Yorba Linda Realty Investments Inc |
13175 Black Mountain Rd, San Diego, CA 92129 |
|
85836xxxx1 |
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| Wealthbridge Advisors |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76075xxxx2 |
ada*********@w***********.com |
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| Schaub Insurance Agency |
San Marcos, CA 92069 |
|
76036xxxx6 |
inf*@s**************.com |
5 |
28 |
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| Clyman & Associates |
1991 Village Park Way Ste 201A Encinitas, CA 92024 |
|
76075xxxx1 |
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| Totem Enterprises, Inc. |
6006 El Tordo Ste 200, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| RG Alliance Group |
140 W 3rd Ave Escondido, CA 92025 |
|
76070xxxx2 |
aar**@r*********.com |
5 |
7 |
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| Morgan Stanley |
5800 Armada Dr, Carlsbad, CA 92008 |
|
76043xxxx0 |
int**********@m************.com |
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| A. Kelley Shooter Financial Services |
6106 La Flecha Ste 206, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
ant************@w*****************.com |
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| Edward Jones |
11770 Bernardo Plaza Ct Ste 366, San Diego, CA 92128 |
|
85867xxxx7 |
a.j*********@e**********.com |
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87358 |
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99000 |
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| Voyant Advisors |
11975 El Camino Real, San Diego, CA 92130 |
|
85879xxxx0 |
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| Cornerstone Wealth Management |
17140 Bernardo Center Dr San Diego, CA 92128 |
|
85867xxxx0 |
del****@c************.com |
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| Hunter Chase & Co |
2038 Corte Del Nogal Ste 100 Carlsbad, CA 92011 |
|
76080xxxx0 |
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| Parabolic Asset Management - San Diego Financial Advisor |
7565 Charmant Dr UNIT 502, San Diego, CA 92122 |
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|
ier@p********.us |
5 |
10 |
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99 |
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| Edward Jones - Financial Advisor: Anita Boghoussian |
12396 World Trade Dr Ste 111, San Diego, CA 92128 |
|
85879xxxx6 |
acc**********@e**********.com |
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| Independent Financial Group |
16835 Bernardo Center Dr San Diego, CA 92128 |
|
85821xxxx0 |
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| Merrill Lynch Wealth Management |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
ban********************@m*.com |
5 |
3 |
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| Pacific Tax & Financial Group Inc |
955 Boardwalk STE 203, San Marcos, CA 92078 |
|
76047xxxx0 |
dar***@p*********.com |
4.9 |
104 |
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| Dennis Kreiner - Financial Advisor, Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
den*************@a***.com |
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| Freedom Mortgage |
5900 La Pl Ct, Ste107 Carlsbad, CA 92008 |
|
76044xxxx0 |
aar*********@f**************.com |
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1.6 |
71 |
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|
99989 |
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| Wilson David |
139 E 3rd Ave, Escondido, CA 92025 |
|
76074xxxx9 |
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| Waypoint Partners |
853 Camino Del Mar, Del Mar, CA 92014 |
|
85875xxxx1 |
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| Taag Investment Management |
777 S Highway 101, Solana Beach, CA 92075 |
|
85872xxxx0 |
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| Morgan Stanley Wealth Management |
5796 Armada Dr, Carlsbad, CA 92008 |
|
76093xxxx0 |
aar***********@m***********************.com |
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| Rachael Jameson |
Carlsbad, CA 92008 |
|
24048xxxx3 |
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5 |
3 |
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| Lance Silva - Prudential Financial |
2888 Loker Ave Ste 322, Carlsbad, Ca 92010 |
|
76058xxxx3 |
abc*******@p*********.com |
5 |
2 |
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| Magnum Asset International Network |
San Diego, CA 92101 |
|
85894xxxx0 |
inf*@m******.com |
|
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3.7 |
3 |
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| Sierra Pacific Wealth Management |
440 Stevens Ave, Rancho Santa Fe, CA 92067 |
|
85852xxxx1 |
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| Edward Jones |
4160 Oceanside Blvd Ste 163, Oceanside, CA 92056 |
|
76041xxxx5 |
a.j*********@e**********.com |
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| Crossroads Capital Management |
2131 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76093xxxx3 |
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| M & J Management |
1680 S Melrose Dr, Vista, CA 92081 |
|
76072xxxx2 |
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| Bahr Investment Group |
6928 Tradewinds Dr, Carlsbad, CA 92011 |
|
76043xxxx8 |
Buy*****@D***********.com |
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| Steelman Michael |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx1 |
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| Stifel Nicolaus & Company: Gary Endres |
5780 Fleet St Ste 250, Carlsbad, CA 92008 |
|
76080xxxx0 |
end****@s*****.com |
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| Pacific Financial Designs |
2111 Palomar Airport Rd Ste 330 Carlsbad, CA 92111 |
|
85862xxxx0 |
fre***@t**********.com |
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| Loranda Corp |
1953 Golden Circle Dr, Escondido, CA 92026 |
|
76048xxxx1 |
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| Aldrich Wealth LP |
5946 Priestly Dr, Carlsbad, CA 92008 |
|
76043xxxx0 |
878*************************************@w*****************.com |
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| ClariVest Asset Management |
3611 Valley Centre Dr, San Diego, CA 92130 |
|
85848xxxx0 |
inf*@c********.com |
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| REIG Asset Management |
820 Los Vallecitos Blvd, San Marcos, CA 92069 |
|
76029xxxx8 |
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| Mayes Financial Planning |
2755 Jefferson St Ste 208 Carlsbad, CA 92008 |
|
76072xxxx0 |
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| Teacher Retirement Service |
333 S Juniper St Ste 112 Escondido, CA 92025 |
|
76073xxxx1 |
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| Best Solutions Realty |
11440 W Bernardo Ct Ste 300, San Diego, CA 92127 |
|
88840xxxx4 |
fra******@c***********.com |
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| PHP Agency Eagles Team- San Marcos |
1001 W San Marcos Blvd Ste 205 San Marcos, CA 92078 |
|
76085xxxx8 |
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5 |
4 |
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| Bull Oak Capital |
4747 Executive Dr Suite 1010, San Diego, CA 92121 |
|
85899xxxx0 |
bul********@c*************.com |
5 |
26 |
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|
199 |
36 |
204 |
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| California College Planning |
11770 Bernardo Plaza Ct Ste 466, San Diego, CA 92128 |
|
85857xxxx6 |
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| Zyan Capitol Inc |
5927 Priestly Dr, Carlsbad, CA 92008 |
|
76057xxxx0 |
|
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| Raymond James Financial Services |
12520 High Bluff Dr Ste 220, San Diego, CA 92130 |
|
85825xxxx4 |
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| Dowling & Yahnke CFP |
12340 El Camino Real Ste 450, San Diego, CA 92130 |
|
85850xxxx0 |
ale***********@d*******.com |
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| Puplava Financial Services Inc |
10809 Thornmint Rd, San Diego, CA 92127 |
|
85848xxxx9 |
aar**@p******.com |
|
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|
| Edward Jones - Financial Advisor: Vernon Allen |
4750 Oceanside Blvd Ste A 8 Oceanside, CA 92056 |
|
76072xxxx7 |
a.j*********@e**********.com |
|
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| Hunter Chase & Co |
2038 Corte Del Nogal Ste 100, Carlsbad, CA 92011 |
|
76080xxxx0 |
|
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| Savvy Women Wealth Management |
2131 Palomar Airport Rd Ste 330, Carlsbad, CA 92011 |
|
76069xxxx0 |
|
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|
| Yorkshire Wealth Management |
16935 W Bernardo Dr # 170, San Diego, CA 92127 |
|
85879xxxx6 |
dou***********@y*****.com |
4.7 |
6 |
|
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|
| Monterey Financial Services |
4095 Avenida De La Plata Oceanside, CA 92056 |
|
87739xxxx4 |
ago***@m****************.com |
3.4 |
1739 |
1 |
2 |
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| Edward Jones - Financial Advisor: Tom Ross |
16935 W Bernardo Dr Ste 224 San Diego, CA 92127 |
|
85838xxxx2 |
a.j*********@e**********.com |
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5 |
4 |
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| Ubs |
5050 Avenida Encinas Ste 370, Carlsbad, CA 92008 |
|
76091xxxx0 |
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| Rancho Equities |
162 S Rancho Santa Fe Rd Ste B80 Encinitas, CA 92024 |
|
76094xxxx6 |
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| Edward Jones - Financial Advisor: Darcy I Wolfe |
3129 Tiger Run Ct Ste A-102 Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
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5 |
2 |
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304 |
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| New Phase Financial |
5927 Balfour Ct, Carlsbad, CA 92008 |
|
76084xxxx6 |
ec7*************************************@w*****************.com |
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| Helvetica San Diego Inc |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
76060xxxx0 |
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| Apex Wealth Advisors |
16496 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
jsm***@a*****.com |
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| Nautica Wealth Advisors |
11440 W Bernardo Ct Ste 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.5 |
2 |
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422 |
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426 |
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| Realty Experts |
16387 Bernardo Center Dr San Diego, CA 92128 |
|
85896xxxx1 |
car**@r************.net |
5 |
1 |
3 |
3 |
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| Edward Jones - Financial Advisor: Mark J Mertsoc |
1800 Thibodo Rd Ste 250 Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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| Kimco Realty Corp |
1631 S Melrose Dr, Vista, CA 92081 |
|
76072xxxx2 |
aa@k**********.com |
5 |
2 |
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2357 |
228 |
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| Edward Jones - Financial Advisor: Russell T Fujii |
300 Carlsbad Village Dr Ste 119, Carlsbad, CA 92008 |
|
76043xxxx5 |
a.j*********@e**********.com |
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113 |
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| D'Arcy Capital Management |
12625 High Bluff Dr #314, San Diego, CA 92130 |
|
85891xxxx3 |
ale*@d***********.com |
5 |
10 |
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| Retirement Solutions Inc. |
5857 Owens Ave Ste 110, Carlsbad, CA 92008 |
|
76060xxxx0 |
che*****@2***.com |
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| The Greystone Group |
3840 Via Del Mar, San Diego, CA 92130 |
|
85879xxxx0 |
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| Dano Companies |
427 S Cedros Ave Ste 201 Solana Beach, CA 92075 |
|
85834xxxx2 |
dje****@d************.com |
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| LNL Financial Group |
440 S Melrose Dr, Vista, CA 92081 |
|
76059xxxx8 |
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| Jeff Stephan | Profit Connect/Wealth Services |
2230 Tierra Verde Rd Vista, CA 92084 |
|
85877xxxx4 |
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| Edward Jones - Financial Advisor: Dave Baldwin |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
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| Jim Preston, Broker |
225 E 3rd Ave, Escondido, CA 92025 |
|
76048xxxx4 |
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| Sterling Global Strategies |
701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76069xxxx6 |
inf*@s**********.com |
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| D.A. Davidson |
1925 Palomar Oaks Way Ste 300, Carlsbad, CA 92008 |
|
76093xxxx1 |
a.a@d*********.com |
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| David Conlin |
Metlife Financial 5973 Avenida Encinas, Ste 206 Carlsbad, CA 92008 |
|
92549xxxx5 |
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1 |
1 |
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| Green & Gin Investments |
434 Benevente Dr Oceanside, CA 92057 |
|
76075xxxx1 |
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| Eudaimonia Asset Management |
215 S Highway 101, Solana Beach, CA 92075 |
|
76047xxxx7 |
aa@a**************.com |
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| Commpex Tax Strategies |
7724 Sonata Ln San Diego, CA 92127 |
|
85834xxxx8 |
inf*@c******.com |
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5 |
1 |
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73 |
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73 |
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| Edward Jones - Financial Advisor: Craig A Harris |
3410 Del Lago Blvd Ste 102 Escondido, CA 92029 |
|
76083xxxx7 |
a.j*********@e**********.com |
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5 |
1 |
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84738 |
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| Perkshire Pathaway |
Escondido, CA 92025 |
|
85874xxxx8 |
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| DLK Investment Management |
238 North Cedros Ave Ste 200 Solana Beach, CA 92075 |
|
85843xxxx0 |
bjo*****@d********.com |
5 |
1 |
5 |
1 |
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| Martinez And Winter |
325 W 3rd Ave Ste 203 Escondido, CA 92025 |
|
76074xxxx1 |
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| Tidewater Financial |
849 2nd St Encinitas, CA 92024 |
|
85870xxxx0 |
con****@t***********.com |
5 |
6 |
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| Sommer James F Financl Mngmnt |
San Diego, CA 92128 |
|
85845xxxx8 |
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| Flores Rene investmt rep |
1340 W Valley Pkwy Escondido, CA 92029 |
|
76073xxxx0 |
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| Ranch Capital |
12730 High Bluff Dr, San Diego, CA 92130 |
|
85852xxxx9 |
bje****@r***********.com |
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| J & J Investment Company |
16475 Calle Pulido, San Diego, CA 92128 |
|
85870xxxx2 |
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| Martinez & Winter |
325 W 3rd Ave, Escondido, CA 92025 |
|
76074xxxx6 |
jac***@m****************.com |
5 |
1 |
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| Raintree Property Management |
7245 Sitio Lima, Carlsbad, CA 92009 |
|
76044xxxx1 |
inf*@r*********.com |
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5 |
1 |
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| Foster Investments Corporation |
11440 W Bernardo Ct San Diego, CA 92127 |
|
85861xxxx0 |
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| TK Pacific Wealth |
120 Birmingham Dr Ste 240F Cardiff by the Sea, CA 92007 |
|
61973xxxx9 |
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| Vontobel Asset Management-Evelyn Orley |
312 S Cedros Ave, Solana Beach, CA 92075 |
|
85825xxxx7 |
afo***@h*********.com |
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| Edward Jones - Financial Advisor: Spencer M Birch |
1 Civic Center Dr Ste 264, San Marcos, CA 92069 |
|
76041xxxx5 |
a.j*********@e**********.com |
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169 |
4 |
176 |
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| Burial Final Expense Plans |
11545 W Bernardo Ct Ste 205, San Diego, CA 92127 |
|
88821xxxx4 |
agt***************************@b**********.com |
4 |
6 |
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| North Star Capital USA |
San Marcos, CA 92078 |
|
|
dat*****************@i****.de |
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| Quality Growth Management |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
|
85875xxxx7 |
who**@e*********************.com |
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| Highcrest Management Group |
5355 Avenida Encinas, Carlsbad, CA 92008 |
|
65020xxxx0 |
arc********@h*************.com |
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| Health Care REIT |
144 W D St, Encinitas, CA 92024 |
|
76043xxxx2 |
bdu****@h*****.com |
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| Edward Jones - Financial Advisor: Joe Thomas |
5525 Mission Rd Ste B, Bonsall, CA 92003 |
|
76033xxxx3 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| Jose Vicente Jr - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Jon Harris |
11440 W Bernardo Ct Ste 273 Poway, CA 92064 |
|
85874xxxx3 |
a.j*********@e**********.com |
|
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| High Bluff Private Wealth |
12520 High Bluff Dr #120, San Diego, CA 92130 |
|
85879xxxx7 |
mic*************@l**.com |
5 |
11 |
|
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|
159 |
|
159 |
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| Birchwood Capital |
2424 Verano Way, Vista, CA 92081 |
|
76023xxxx3 |
ale*@b***************.com |
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| RBC Wealth Management |
500 La Terraza Blvd, Escondido, CA 92025 |
|
76074xxxx0 |
cli**********@r**.com |
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| Re Capital Management |
Rancho Santa Fe, CA 92067 |
|
85875xxxx7 |
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| McLean, Rotherhan & Co. CPAs |
11717 Bernardo Plaza Ct San Diego, CA 92128 |
|
85848xxxx1 |
dco******@y******.net |
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| Edward Jones - Financial Advisor: Tom Ross |
12760 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx9 |
a.j*********@e**********.com |
|
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| Jonathan Jewitt |
12626 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85872xxxx4 |
add********@f************.com |
|
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| Newport Wealth Advisors |
100 E San Marcos Blvd #400, San Marcos, CA 92069 |
|
87769xxxx7 |
bwe***@n********************.com |
|
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|
| Intelligence Driven Advisers |
6128 Innovation Way, Carlsbad, CA 92009 |
|
88876xxxx1 |
bno***@g****.com |
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5 |
5 |
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| Atterbury Investment Management |
1902 Wright Pl Fl 2 Carlsbad, CA 92008 |
|
76028xxxx0 |
cla**@c*************.com |
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| Edward Jones |
162 S Rancho Santa Fe Rd Suite E-20, Encinitas, CA 92024 |
|
76094xxxx5 |
a.j*********@e**********.com |
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87358 |
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99000 |
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| Creative Wealth Group |
1 Civic Center Dr STE 300, San Marcos, CA 92069 |
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84476xxxx3 |
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| J E Coberly Inc |
17410 La Bajada, Rancho Santa Fe, CA 92067 |
|
85875xxxx7 |
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| Sagepoint Financial Inc |
3121 Huula Dr, Oceanside, CA 92058 |
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76075xxxx6 |
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| Jordan Clarke, Realtor |
1000 Aviara Pkwy, Carlsbad, CA 92011 |
|
85824xxxx6 |
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| William Norton - Ameriprise Financial Services |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76080xxxx4 |
ann*******@a***.com |
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| Edward Jones - Financial Advisor: Faith A Much |
28477 Lizard Rocks Rd Ste 100 Valley Center, CA 92082 |
|
76075xxxx1 |
a.j*********@e**********.com |
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| Fred Wollman CFP |
144 South Grape St Escondido, CA 92025 |
|
76073xxxx6 |
fre*@f*******.com |
5 |
1 |
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| Edward Jones |
12540 Oaks North Dr Ste A4, San Diego, CA 92128 |
|
85845xxxx1 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Chad Marentette |
2424 Vista Way, Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| J.P. Morgan Private Bank |
12860 El Camino Real Ste 200, San Diego, CA 92130 |
|
85881xxxx1 |
abc***@j*******.com |
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87080 |
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| Edward Jones - Financial Advisor: Mark S Wozmak |
13426 Community Rd Ste B, Poway, CA 92064 |
|
85874xxxx3 |
a.j*********@e**********.com |
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2 |
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| Totem Enterprises |
6006 El Tordo Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Charles Schwab |
10920 Via Frontera Ste 100 San Diego, CA 92127 |
|
85861xxxx2 |
app*******************@s*****.com |
4 |
11 |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Andrew W Scheffer |
5962 La Place Ct Ste 160, Carlsbad, CA 92008 |
|
76081xxxx6 |
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| Wealth Compass Financial |
5860 Owens Ave Ste 150 Carlsbad, CA 92008 |
|
76050xxxx0 |
inf*@w************.com |
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| Hometown American Realty |
2555 Mountain Crest Gln, Escondido, CA 92027 |
|
85858xxxx6 |
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| Kerby Financial Services |
333 S Juniper St, Escondido, CA 92025 |
|
76073xxxx0 |
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15 |
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| Stifel |
5256 S Mission Rd Ste 1201, Bonsall, CA 92003 |
|
76064xxxx5 |
abb****@s*****.com |
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4756 |
|
5200 |
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| Peter A Susic - Edward Jones |
2888 Loker Ave E Ste 304 Carlsbad, CA 92010 |
|
76047xxxx0 |
a.j*********@e**********.com |
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| Ubs |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx9 |
aar*******@u**.com |
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| Js Oliver Capital Management |
7960 Entrada Lazanja San Diego, CA 92127 |
|
85875xxxx0 |
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| Gregory Overland - Ameriprise Financial Services |
221 N Rios Ave Solana Beach, CA 92075 |
|
85879xxxx9 |
dns*****@a***.com |
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| Mission Pacific Asset Management |
2177 Salk Ave Carlsbad, CA 92008 |
|
76060xxxx2 |
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| W L Roth & Associates Estate and Insurance Services |
16776 Bernardo Center Dr Ste 203 San Diego, CA 92128 |
|
85867xxxx4 |
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1 |
1 |
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| Heritage Wealth Management, Inc. |
11440 W Bernardo Ct # 390, San Diego, CA 92127 |
|
85861xxxx1 |
con****@h***.com |
5 |
16 |
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| Frank Tirado- Edward Jones |
555 W Country Club Ln Ste B1 Escondido, CA 92026 |
|
76074xxxx2 |
a.j*********@e**********.com |
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| Western Pacific Capital Management |
322 8th St Ste 100, Del Mar, CA 92014 |
|
85843xxxx0 |
jul**@w*************.com |
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| Edward Jones - Financial Advisor: Anthony J Meade |
13426 Community Rd Ste B, Poway, CA 92064 |
|
85874xxxx3 |
aar*********@e**********.com |
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|
87384 |
|
100000 |
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| Loranda |
425 W 5th Ave Ste 203 Escondido, CA 92025 |
|
76048xxxx1 |
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| Ameriprise Financial Advisors |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76080xxxx4 |
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| Kelly Arrillaga |
12626 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85872xxxx1 |
add********@f************.com |
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|
90275 |
|
115000 |
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| Sunrise Capital Partners |
12544 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85825xxxx1 |
awa***@s*************.com |
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| Mana Investments |
5927 Balfour Ct STE 208, Carlsbad, CA 92008 |
|
61987xxxx2 |
bru**@b*********.com |
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| Edward Jones - Financial Advisor: Kevin Rainosek |
277 Rancheros Dr, Ste 170 San Marcos, CA 92069 |
|
76047xxxx4 |
a.j*********@e**********.com |
3 |
2 |
3 |
2 |
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| Jake Harrison - Financial Advisor, Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85895xxxx0 |
dea**********@a***.com |
5 |
5 |
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| Edward Jones - Financial Advisor: Bill Bauerle |
13426 Community Rd Ste B, Poway, CA 92064 |
|
85874xxxx3 |
a.j*********@e**********.com |
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159 |
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| Edward Jones - Financial Advisor: Scott Patterson Jr |
1621 S Melrose Dr Ste E Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
5 |
1 |
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| Southwest Equity Partners |
380 Stevens Ave Ste 311 Solana Beach, CA 92075 |
|
76051xxxx9 |
adm**@s**********.com |
|
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4.1 |
30 |
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| Aspiriant |
12481 High Bluff Dr, San Diego, CA 92130 |
|
85835xxxx6 |
aa@a********.com |
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| Cavanaugh Properties |
5533 Cancha de Golf Ste 102 Rancho Santa Fe, CA 92091 |
|
85838xxxx4 |
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| Citivest Commercial Investment |
815 College Blvd, Oceanside, CA 92057 |
|
94947xxxx0 |
dha****@c**********.com |
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| Edward Jones - Financial Advisor: Scott Patterson Jr, CFP|AAMS |
1621 S Melrose Dr Ste E, Vista, Ca 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
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| Raymond James & Associates |
300 Rancheros Dr Ste 200, San Marcos, CA 92069 |
|
76079xxxx8 |
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| Raymond J Lucia Co |
16789 Bardino Center Dr, San Diego, CA 92128 |
|
61949xxxx5 |
|
5 |
1 |
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| Edward Jones - Financial Advisor: Chrissy Chase |
12760 High Bluff Dr Ste 320, San Diego, CA 92130 |
|
85879xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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305 |
40 |
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| Roy Elliott |
12626 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85872xxxx6 |
acc************@f************.com |
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| Wollman Fred Cfp |
332 S Juniper St Ste 207 Escondido, CA 92025 |
|
76073xxxx6 |
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|
| Charles Schwab |
5796 Armada Dr Ste 175 Carlsbad, CA 92008 |
|
76093xxxx0 |
chr**************@s*****.com |
4.3 |
4 |
3.3 |
11 |
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| Siamo Investment Advisors |
1226 Mariposa Rd, Carlsbad, CA 92011 |
|
76093xxxx6 |
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| Securities America |
16870 W Bernardo Dr Ste 400, San Diego, CA 92127 |
|
76080xxxx6 |
pet*************@s****************.com |
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|
| Anchor Bay Capital |
5780 Fleet St Ste 308 Carlsbad, CA 92008 |
|
76060xxxx0 |
bla**@a***************.com |
5 |
1 |
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| I Buy Houses SD |
2292 Faraday Ave Carlsbad, CA 92008 |
|
85858xxxx7 |
|
5 |
3 |
5 |
1 |
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|
| Pacific Investment Properties |
6120 Paseo Del Norte Ste I2, Carlsbad, CA 92011 |
|
76043xxxx0 |
aba*****@p**************************.com |
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|
| Alpha Centauri Capital Management |
171 Saxony Rd, Encinitas, CA 92024 |
|
76023xxxx5 |
|
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|
| Fam Realty Group |
2963 Carlsbad Blvd, Carlsbad, CA 92008 |
|
76031xxxx9 |
aid**@f*************.com |
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| Fidelity Investments |
16656 Bernardo Center Dr San Diego, CA 92128 |
|
85848xxxx6 |
a61****@f*******.com |
4.1 |
15 |
2 |
18 |
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| Morris Wealth Management |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76093xxxx2 |
cha****@m************.com |
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318 |
40 |
327 |
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| Young Capital Management |
300 Carlsbad Village Dr # 108A422, Carlsbad, CA 92008 |
|
76039xxxx7 |
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| Raymond James Financial Services |
300 Rancheros Dr, San Marcos, CA 92069 |
|
76062xxxx0 |
and**********@r***********.com |
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| Financial Sense Wealth Management |
10809 Thornmint Rd Fl 2, San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
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| Hearthstone Wealth Management |
12555 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx2 |
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| Edward Jones - Financial Advisor: Katy Conser |
3609 Ocean Ranch Blvd Ste 180 Oceanside, CA 92056 |
|
76042xxxx9 |
a.j*********@e**********.com |
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5 |
1 |
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| Global Reach Realty |
1317 Candlelight Gln, Escondido, CA 92029 |
|
85873xxxx0 |
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| Sloan Realty Group |
301 Santa Fe Dr Ste B, Encinitas, CA 92024 |
|
85824xxxx4 |
a@s***************.com |
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832 |
3 |
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| Morgan Stanley Wealth Management |
16644 W Bernardo Dr, San Diego, CA 92127 |
|
85867xxxx0 |
acm***********@m************.com |
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| Brandes Investment |
11988 El Camino Real Ste 500, San Diego, CA 92130 |
|
85875xxxx9 |
aar*********@b******.com |
4.5 |
2 |
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| Charger Funding |
1106 2nd St Ste 411, Encinitas, CA 92024 |
|
85824xxxx8 |
ced**************@c*************.com |
5 |
2 |
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| Arroyo Wealth Management |
533 S Vinewood St, Escondido, CA 92029 |
|
76028xxxx0 |
vno****@a*********************.com |
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| Coast to Coast Wealth Management - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
coa*************************@a***.com |
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| Sameh G Sawiris |
Escondido, CA 92027 |
|
91777xxxx4 |
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| Edward Jones |
1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 |
|
76072xxxx0 |
a.j*********@e**********.com |
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85136 |
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| TD Ameritrade |
701 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76060xxxx0 |
aam***********@t***********.com |
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646210 |
192 |
658000 |
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| Avenue Advisors |
12707 High Bluff Dr Ste 200, San Diego, CA 92130 |
|
85845xxxx9 |
inf*@a*************.com |
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| Providence Capital Group |
183 Calle Magdalena Encinitas, CA 92024 |
|
76094xxxx3 |
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| Edward Jones - Oceanside Financial Advisor - David A Owens |
5517 Old Ranch Rd Unit 27 Oceanside, CA 92057 |
|
94945xxxx0 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Kim E Shoesmith |
11440 W Bernardo Ct Ste 262 San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
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| Nicol Investment Company |
12555 High Bluff Dr Ste 333, San Diego, CA 92130 |
|
85835xxxx0 |
dav**@n*******.com |
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| Edward Jones |
3451 Via Montebello Ste 196 Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Jason S Polk |
16766 Bernardo Center Dr Ste 108, San Diego, CA 92128 |
|
85861xxxx4 |
a.j*********@e**********.com |
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481 |
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485 |
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| Edward Jones - Financial Advisor: Michael A Ortiz |
12396 World Trade Dr Ste 111 San Diego, CA 92128 |
|
85879xxxx6 |
a.j*********@e**********.com |
5 |
3 |
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| Ted Buchan & Company |
12396 World Trade Dr Ste 112 San Diego, CA 92128 |
|
85860xxxx6 |
inf*@t********.com |
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| Rodrigo Oliva - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
4.3 |
4 |
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| Core Process Wealth Management |
1925 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76071xxxx0 |
chr**@c************.com |
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| Raymond James |
16870 W Bernardo Dr Ste 170, San Diego, CA 92127 |
|
85820xxxx7 |
aar************@r***********.com |
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| Pacific Financial Group |
955 Boardwalk STE 203, San Marcos, CA 92078 |
|
76047xxxx4 |
dav**********@l**.com |
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| Long Beach Investment Corporation |
1902 Wright Pl Ste 200, Carlsbad, CA 92008 |
|
80038xxxx0 |
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| Edward Jones - Financial Advisor: Dale M Maas |
3636 Ocean Ranch Blvd, Oceanside, CA 92056 |
|
76043xxxx1 |
a.j*********@e**********.com |
|
7 |
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87384 |
|
100000 |
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| Edward Jones - Financial Advisor: Evan Cohen |
700 Garden View Ct Ste 203 Encinitas, CA 92024 |
|
76075xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Matt Leonard |
2121 Palomar Airport Rd Ste 100 Carlsbad, CA 92011 |
|
76043xxxx7 |
a.j*********@e**********.com |
4.7 |
3 |
3 |
2 |
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| Edward Jones - Garrett W Imeson |
100 E San Marcos Blvd Ste 160 San Marcos, CA 92069 |
|
76079xxxx2 |
a.j*********@e**********.com |
|
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5 |
6 |
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82 |
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| Umpqua Bank |
11720 El Camino Real Ste 150, San Diego, CA 92130 |
|
85831xxxx0 |
ali**********@u*********.com |
2.6 |
5 |
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4 |
1189 |
50651 |
669 |
49000 |
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| John Manseau - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| Edward Jones |
4750 Oceanside Blvd, Oceanside, CA 92056 |
|
76072xxxx7 |
a.j*********@e**********.com |
|
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86208 |
|
96000 |
5 |
1 |
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| Focused Mission Financial |
11440 W Bernardo Ct Ste 300 San Diego, CA 92127 |
|
61927xxxx2 |
ma**@f**********************.com |
5 |
12 |
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| Allstates Investment & Management |
410 E Washington Ave, Escondido, CA 92025 |
|
85847xxxx0 |
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| Edward Jones - Financial Advisor: Kent S Borsch |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76094xxxx6 |
a.j*********@e**********.com |
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| Jeffrey Bjurstrom - Securities America, Inc. |
12396 World Trade Dr Ste 310, San Diego, CA 92128 |
|
85848xxxx3 |
jef***********@s****************.com |
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| Best Practices Of America |
6119 La Granada Ste C Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
dan********@b******.com |
|
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| Edward Jones - Financial Advisor: Dmitriy Bgatov |
16935 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
a.j*********@e**********.com |
|
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| Duncan Financial |
5375 Avenida Encinas Ste A, Carlsbad, CA 92008 |
|
76047xxxx0 |
a.h*****@b***********.com |
|
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| Heritage Wealth Management |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85861xxxx1 |
fra******@c***********.com |
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| Van Nostrand & Assoc |
16776 Bernardo Center Dr, San Diego, CA 92128 |
|
85848xxxx5 |
jls@v***********.com |
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| American Money Management |
14249 Rancho Santa Fe Farms Rd Rancho Santa Fe, CA 92067 |
|
85875xxxx9 |
amo***@a********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Peter A Susic |
2888 Loker Ave E Ste 304, Carlsbad, CA 92010 |
|
76047xxxx0 |
a.j*********@e**********.com |
|
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|
125 |
10 |
125 |
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| Edward Jones - Financial Advisor: Ryan J Coleman |
4160 Oceanside Blvd Ste 163 Oceanside, CA 92056 |
|
76041xxxx5 |
a.j*********@e**********.com |
|
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|
| Heim Group |
2804 La Costa Ave Carlsbad, CA 92009 |
|
76027xxxx1 |
tma****@h***********.com |
5 |
1 |
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| Ward & Associates |
17538 Circa Oriente Rancho Santa Fe, CA 92091 |
|
85875xxxx0 |
|
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| Partnersadmin |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
31032xxxx5 |
rea**@p************.com |
|
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|
| Rachel A Currington - Edward Jones |
1081 Borden Rd Ste 106 Escondido, CA 92026 |
|
76074xxxx4 |
a.j*********@e**********.com |
5 |
4 |
5 |
1 |
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|
| Citywide Building and Development, Inc. |
11440 W Bernardo Ct Suite 206, San Diego, CA 92127 |
|
85861xxxx4 |
|
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|
| Capital Loan Associates |
11545 W Bernardo Ct Ste 201, San Diego, CA 92127 |
|
85837xxxx4 |
ali***@c***********.com |
3.9 |
15 |
|
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| Jason S Polk - Edward Jones |
1081 Borden Rd Ste 106 Escondido, CA 92026 |
|
44299xxxx1 |
a.j*********@e**********.com |
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| TD Ameritrade |
16421 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
api@t***********.com |
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646210 |
192 |
658000 |
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| Landry Financial |
717 Lazarette Way Carlsbad, CA 92011 |
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76047xxxx6 |
tim@l**************.com |
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| Terral Investment Co |
440 Stevens Ave, Solana Beach, CA 92075 |
|
85875xxxx9 |
dav**@n*******.com |
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| Mulholland & Kuperstock Asset Management |
2173 Salk Ave. Carlsbad, CA 92008 |
|
31098xxxx8 |
inf*@m****.com |
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5 |
3 |
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| Freedom Investments |
Carlsbad, CA 92009 |
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85894xxxx7 |
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| Sage Capital Advisors |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85845xxxx2 |
anu****@s*******.com |
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| Prudent Investors Network |
2598 Fortune Way, Vista, CA 92081 |
|
76059xxxx8 |
eli**@p*************.com |
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| FlightPath Financial Planning |
445 Marine View Ave Ste 305 Del Mar, CA 92014 |
|
85838xxxx7 |
inf*@f**************************.com |
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5 |
5 |
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| Milan Real Estate Investments |
2267 S El Camino Real, Oceanside, CA 92054 |
|
76043xxxx8 |
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| Edward Jones - Financial Advisor: Andrew W Shaw |
110 Civic Center Dr Ste 101 Vista, CA 92084 |
|
76072xxxx2 |
a.j*********@e**********.com |
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| Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services |
12700 Stowe Dr Ste 240, Poway, CA 92064 |
|
85848xxxx0 |
car**************@a***.com |
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3 |
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| Ubs |
17140 Bernardo Center Dr Ste 350, San Diego, CA 92128 |
|
85852xxxx0 |
aar*******@u**.com |
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| Capital Resource Management |
350 W 5th Ave Escondido, CA 92025 |
|
76048xxxx8 |
ali**@c***********.com |
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| Meridian Pacific Properties |
910 W San Marcos Blvd #210, San Marcos, CA 92078 |
|
76079xxxx5 |
bco****@m**********.com |
5 |
4 |
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| Myers Financial Group Inc |
Ramona, CA 92065 |
|
76078xxxx0 |
ali***@m******************.com |
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| Stifel |
12544 High Bluff Dr Ste 190, San Diego, CA 92130 |
|
85875xxxx4 |
abb****@s*****.com |
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4756 |
|
5200 |
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| Independent Capital Management |
5780 Fleet St, Carlsbad, CA 92008 |
|
76080xxxx6 |
a.a@i***********.com |
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13000 |
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| Ferguson Financial Services |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76060xxxx1 |
inf*@m***********************.com |
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| Edward Jones - Financial Advisor: Dale M Maas |
2424 Vista Way Ste 325 Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| Finances for Life |
2292 Faraday Ave Ste 100 Carlsbad, CA 92008 |
|
87733xxxx0 |
inf*@f************.com |
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| Marcom Central |
201 Lomas Santa Fe Dr, Solana Beach, CA 92075 |
|
80022xxxx7 |
abe*******@m*****.com |
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420 |
51 |
424 |
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| Davlyn Investments |
12625 High Bluff Dr Ste 315, San Diego, CA 92130 |
|
85879xxxx0 |
ada******@d****************.com |
2.9 |
16 |
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| SD Business Dr |
330 Rancheros Dr Ste 228 San Marcos, CA 92069 |
|
76029xxxx5 |
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| Edward Jones - Financial Advisor: Garrett W Imeson, CFP® |
100 E San Marcos Blvd Ste 160, San Marcos, CA 92069 |
|
76079xxxx2 |
a.j*********@e**********.com |
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84 |
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| Edward Jones - Financial Advisor: Adriana Romeo |
152 S Escondido Blvd, Escondido, CA 92025 |
|
76073xxxx6 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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| High Bluff Capital Partners |
12760 High Bluff Dr, San Diego, CA 92130 |
|
85828xxxx0 |
atk********@i***************.com |
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| Rainosek Kevin Investmt Rep |
727 W San Marcos Blvd San Marcos, CA 92078 |
|
76047xxxx4 |
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| Premium One Asset Management |
6046 El Tordo Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Edward Jones - Financial Advisor: Vincent T Alessi |
1265 Carlsbad Village Dr Ste 220 Carlsbad, CA 92008 |
|
76072xxxx0 |
a.j*********@e**********.com |
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| Chelsea Investment Corporation |
5993 Avenida Encinas Ste 101, Carlsbad, CA 92008 |
|
76045xxxx0 |
agu********@c**************.com |
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| Wealth Advisors Inc |
11943 El Camino Real Ste 202, San Diego, CA 92130 |
|
85848xxxx8 |
ahu*******@w****************.com |
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| Edward Jones - Financial Advisor: Richard Hachigian |
3548 Seagate Way Ste 120 Oceanside, CA 92056 |
|
76023xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Ross B. Hansen |
1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078 |
|
76073xxxx4 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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| Debt Collection Agency |
1507 E Valley Pkwy Escondido, CA 92027 |
|
80032xxxx7 |
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| Capital Resource Management |
350 W 5th Ave Ste 220, Escondido, CA 92025 |
|
76048xxxx8 |
ali**@c***********.com |
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| Coseo Properties |
10920 Via Frontera, San Diego, CA 92127 |
|
85848xxxx0 |
cal*****@c**************.com |
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| Edward Jones - Financial Advisor: Robert P Chopping |
13400 Sabre Springs Pkwy, San Diego, CA 92128 |
|
85839xxxx7 |
a.j*********@e**********.com |
|
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|
87359 |
|
99000 |
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| Edward Jones - Financial Advisor: Monique Neal |
12540 Oaks N Dr Ste A4 San Diego, CA 92128 |
|
85845xxxx1 |
a.j*********@e**********.com |
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| Kevin Witowich - Financial Advisor, Ameriprise Financial Services |
9420 Mira Mesa Blvd, San Diego, CA 92126 |
|
85876xxxx3 |
dns*****@a***.com |
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| John Peck |
2121 Palomar Airport Rd Ste 205 Farmers Insurance Carlsbad, CA 92011 |
|
80057xxxx6 |
aah*@f***********.com |
|
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3.7 |
3 |
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| Morgan Stanley Wealth Management |
6037 La Flecha, Rancho Santa Fe, CA 92067 |
|
85875xxxx5 |
aar***********@m***********************.com |
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| Kingsview Partners SanMarcos Office |
1 Civic Center Dr STE 350, San Marcos, CA 92069 |
|
76029xxxx0 |
aar*********@k********.com |
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| Edward Jones - Financial Advisor: Kathleen Stephens |
12229 Poway Rd, Poway, CA 92064 |
|
85851xxxx6 |
a.j*********@e**********.com |
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| First National Bullion |
785 Carlsbad Village Dr Carlsbad, CA 92008 |
|
76025xxxx2 |
con****@f*******************.com |
|
|
5 |
7 |
|
|
2088 |
|
2000 |
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| 10 Star Asset Management |
5800 Armada Dr Ste 110, Carlsbad, CA 92008 |
|
76093xxxx0 |
joh******@1********************.com |
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| Tate Asset Management |
5531 Cancha De Golf Ste 206 Rancho Santa Fe, CA 92091 |
|
88850xxxx7 |
|
5 |
2 |
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| Edward Jones - Financial Advisor: Chad Marentette |
804 Pier View Way Ste 212, Oceanside, CA 92054 |
|
76052xxxx4 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| Richmont Investment Property Services |
105 W Lemon Ave, Monrovia, CA 91016 |
|
62693xxxx3 |
|
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5 |
2 |
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