Business List: Investment Firms in North Carolina, USA

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Bowers Private Wealth Management 260 W Millbrook Rd, Raleigh, NC 27609
98430xxxx8 bbo****@b********.com 143
Edward Jones - Financial Advisor: Janet C Shuford 209 South Limestone St Gaffney, SC 29340
86448xxxx7 aar*********@e**********.com 2 22 82572 92585
Modera Financial Advisors & Financial Planners 7615 Colony Rd charlotte, NC 28226
70454xxxx5 aar********@m***********.com
Calamita Wealth Management 6135 Park S Dr #510, Charlotte, NC 28210
70427xxxx5 bri****@c*************.com 5 7
Edward Jones - Financial Advisor: Rick Croffut 508 S Sutherland Ave Monroe, NC 28112
70422xxxx2 acc**********@e**********.com 5 2 52
Armor Investment Advisors, LLC 4101 Lake Boone Trail #208, Raleigh, NC 27607
91957xxxx2 aha****@a**********************.com
Edward Jones - Financial Advisor: Mike Bell 307 2nd St NE Hickory, NC 28601
82832xxxx1 aar*********@e**********.com
Thorough Financial Group 2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607
91978xxxx1 inf*@t****************.com 5 1 471
Edward Jones - Financial Advisor: Dan Hollins 2820 Selwyn Ave Ste 325 Charlotte, NC 28209
98085xxxx0 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Adam J Clough 228 U.S. 13 S Bypass Suite 3, Windsor, NC 27983
25279xxxx4 a.j*********@e**********.com 5 1 22 82572 92585
Fidelity Investments 7011 Fayetteville Rd Suite 110, Durham, NC 27713
80098xxxx4 aar********@f*******.com 3.8 26 329110 352000
Edward Jones - Financial Advisor: Janice D Lowrance 109 Professional Park Dr Ste 100 Mooresville, NC 28117
70466xxxx2 a.j*********@e**********.com 5 3
Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC 434 Fayetteville St, Ste 1860, Raleigh, NC 27601
91957xxxx4 dns*****@a***.com 132539 134860
5
Edward Jones - Financial Advisor: Lyle C Back 452 Lakeshore Pkwy Ste 225 Rock Hill, SC 29730
80332xxxx0 a.j*********@e**********.com 3 22 82572 92585
Edward Jones - Financial Advisor: Dwight P Carson 7277 NC-42 #210, Raleigh, NC 27603
91966xxxx0 aar*********@e**********.com 5 6 170 2
Evergreen Wealth Services 516 D River Hwy Ste 280 Mooresville, NC 28117
70479xxxx5 dat*****************@i****.de
Aventus Advisors 19810 W Catawba Ave Ste G Cornelius, NC 28031
70423xxxx7 ale**************@a**************.com 73 2
Edward Jones - Financial Advisor: Ron Mulwee 100 Collett St Morganton, NC 28655
82843xxxx4 acc**********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Jonathan P Kirk 8133 Ardrey Kell Rd Ste 105 Charlotte, NC 28277
70470xxxx5 acc**********@e**********.com 9 82922
Rick Gardner & Associates 3605 Glenwood Ave Ste 220, Raleigh, NC 27612 91932xxxx8 joh*@r*************.com 10
Edward Jones - Financial Advisor: Terry N Estes 114 E Jefferson St Monroe, NC 28112
70428xxxx9 a.j*********@e**********.com 82922
Counterweight Private Wealth
91972xxxx4 inf*@c**************.com 5 5 46
Edward Jones - Financial Advisor: Jon Lee 4040 Ed Dr Ste 105, Raleigh, NC 27612
91978xxxx2 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Raif J Todd 1401 W Innes St Ste 300 Salisbury, NC 28144
70463xxxx0 a.j*********@e**********.com 5 3 22 82572 92585
Stephen Coleman - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx2 cyn***************@a***.com
Emily Rassam - Archer Investment Management Matthews, NC 28105
80084xxxx6 cli**********@a*******.com 211
Moore & Moore CPA's 325 S Oakland Ave Ste 101 Rock Hill, SC 29730
80332xxxx1 bxx***@m***************.com 4.6 20
Edward Jones - Financial Advisor: Josh Haggard 839 Majestic Ct Ste 5 Gastonia, NC 28054
70427xxxx0 acc**********@e**********.com 19
Edward Jones - Financial Advisor: David G Hahl 19825 N Cove Rd Ste B Cornelius, NC 28031
70489xxxx0 acc**********@e**********.com 5 2 82923
Wealth Management of the Carolinas, Inc 1028 Lee-Ann Dr NE # 220, Concord, NC 28025
70478xxxx3 rod***@w************************.com 5 1
M. Sean Godwin, Investment Advisor Representative 8816 Six Forks Rd, Raleigh, NC 27615
91971xxxx9 cra*****@c****.com 277 6 276
Edward Jones - Financial Advisor: David J Hamrick 901 W Meeting St Ste 105 Lancaster, SC 29720
80341xxxx0 acc**********@e**********.com 5 2 82923
Carolina Wealth Stewardship Group 3356 Six Forks Rd, Raleigh, NC 27609
91988xxxx0 ada*@s***************.com 1360 4 1300
Edward Jones - Financial Advisor: Timothy Heilferty 301 W Cherokee St Ste D Blacksburg, SC 29702
86449xxxx8 acc**********@e**********.com 5 1 82922
A&B Advisors 5032 Sunset Fairways Dr, Holly Springs, NC 27540
91926xxxx1 inf*@a**********.com
The 7 Day Close 91958xxxx9 4.8 22
Edward Jones - Financial Advisor: Jim Hale 10917 Black Dog Ln Charlotte, NC 28214
70497xxxx1 acc**********@e**********.com 5 2
Wyndham Capital Mortgage 4064 Colony Rd Charlotte, NC 28211
aa@w*************.com 3.7 158
Tim Portelance Mooresville, NC 28115 17046xxxxx8
Edward Jones - Financial Advisor: Dale Luna 11211 Lawyers Rd Ste 110 Mint Hill, NC 28227
70454xxxx3 a.j*********@e**********.com 82923
The Investor Advisory Group, LLC 421 S Sharon Amity Rd # A, Charlotte, NC 28211
70436xxxx0 ed@t*****.com 5 2
Edward Jones - Financial Advisor: Don Hartsoe 27 E Catawba St Ste B Belmont, NC 28012
70482xxxx6 aar*********@e**********.com 42 22 82572 92585
Edward Jones - Financial Advisor: Candice M Hendry 1735 Heckle Blvd Ste 101 Rock Hill, SC 29732
80398xxxx8 aar*********@e**********.com 25 1 1
Raymond James Financial Services 60 Gregory Rd NE Suite 5, Belville, NC 28451
80050xxxx2 aar************@r***********.com 17459 18000
Edward Jones - Financial Advisor: Steve Perkins 505 S Hwy 27, Stanley, NC 28164
70490xxxx4 a.j*********@e**********.com 86829 99000
Edward Jones - Financial Advisor: Rocky A Ward 106 Langtree Village Dr Ste 102 Mooresville, NC 28117
70474xxxx0 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Chris Johnson 1732 N Center St Hickory, NC 28601
82832xxxx4 a.j*********@e**********.com 5 4
Financial Symmetry 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
91985xxxx0 abe****@f****************.com 4.6 8 191
LPL Financial 103 S Main St, Kernersville, NC 27284 33699xxxx5
Abiding Wealth Advisors, Llc - Pinehurst, Nc Branch Office 285 Olmsted Blvd, Pinehurst, NC 28374
80081xxxx1 dxx********@a********************.com
Cherokee Investment Partners 310 S West St, Raleigh, NC 27603
91974xxxx0 abi*****@c***********.com 3 2
Edward Jones - Financial Advisor: Bill Barlow 1410 Old Lenoir Rd Ste B Hickory, NC 28601
82832xxxx5 a.j*********@e**********.com 7 22 82572 92585
Comperio Retirement Consulting
80047xxxx9 bsp*******@c*********.com
Edward Jones - Financial Advisor: James M Bower 1377 Broadcloth St Ste 204 Fort Mill, SC 29715
80354xxxx1 aar*********@e**********.com 5 2 22 82572 92585
Edward Jones - Financial Advisor: Chase White III, CFP®|CEPA® 4131 Parklake Ave Suite 525, Raleigh, NC 27612
91957xxxx1 a.j*********@e**********.com 5 1 65
Edward Jones - Financial Advisor: Christopher M Warren 2101 Rexford Rd Ste 132 E Charlotte, NC 28211
70431xxxx5 aar*********@e**********.com 15 3
Edward Jones - Financial Advisor: Grayson B Hussey 1318 Wayne Memorial Dr C, Goldsboro, NC 27534
91928xxxx6 a.j*********@e**********.com 5 2 22 82572 92585
Edward Jones - Financial Advisor: Ron Smith 227 Branchview Dr NE Concord, NC 28025
70478xxxx2 acc**********@e**********.com 82922
Investors Management Corporation 801 N West St, Raleigh, NC 27603
91965xxxx9 aba****@i******************.com
Edward Jones - Financial Advisor: Ryan Bloom 702 Brawley School Rd Ste C Mooresville, NC 28117
70466xxxx2 aar*********@e**********.com 22 82572 92585
Beacon Capital Advisory Group 11325 N Community House Rd Suite 635, Charlotte, NC 28277
70498xxxx9 rxx***********@b********.com 5 10
Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™ 359 S Cox St, Asheboro, NC 27203
33662xxxx0 a.j*********@e**********.com 4 4 22 82572 92585
Ipcit Wealth Management Group - Ameriprise Financial Services, LLC 1611 Jones Franklin Rd # 104, Raleigh, NC 27606
91985xxxx0 dns*****@a***.com 46 46
Edward Jones - Financial Advisor: Patrick M Foley 731 N 2nd St Ste B Albemarle, NC 28001
70498xxxx3 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Skip Jacobs 8449 Charlotte Hwy Fort Mill, SC 29707
80339xxxx8 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Elliott L Wall 108 S Main St Lancaster, SC 29720
80328xxxx8 acc**********@e**********.com 8
Capone & Associates LLC
91041xxxx5 chr**@c******************.biz 5 5
Edward Jones - Financial Advisor: Bo Richardson 6001 Gateway Center Dr Ste 107 Kannapolis, NC 28081
70478xxxx8 aar*********@e**********.com 27 45
Edward Jones - Financial Advisor: Max Miller 363 Church St N Ste 130 Concord, NC 28025
98078xxxx7 acc**********@e**********.com 5 4
Raymond James Financial Services 5720 Six Forks Rd Ste 201, Raleigh, NC 27609
91984xxxx8 aar************@r***********.com 45
Edward Jones - Financial Advisor: Kit Borras 815 Davidson Dr NW Concord, NC 28025
70478xxxx0 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS™ 1814 Oberlin Rd #104, Raleigh, NC 27608
91979xxxx9 a.j*********@e**********.com 83596 92585
Jarrod Adams Investing 106 Langtree Village Dr Ste 301 Mooresville, NC 28117
70499xxxx3 jar***@a*************.com 17823 11
Stonegate Wealth Management 2500 Regency Pkwy, Cary, NC 27518
91965xxxx8 ali****@s**************.com 1 1
Edward Jones - Financial Advisor: Ryan S Kelly, CFP® 7806 NC-751 Suite 140, Durham, NC 27713
91957xxxx0 a.j*********@e**********.com 5 2 22 82572 92585
Edward Jones - Financial Advisor: Christiana L Chambers 903 US Hwy 321 NW Hickory, NC 28601
82856xxxx7 acc**********@e**********.com 22 82572 92585
Oxford Investment Group Inc. 3334 Hillsborough St, Raleigh, NC 27607
91983xxxx0 inf*@o***********************.com 4 4 5 6 103
Investors Trust 121 N Columbia St, Chapel Hill, NC 27514
91994xxxx0 ahe********@i*******.com
High Rock Partners Inc 8601 Six Forks Rd Unit 400, Raleigh, NC 27615
91925xxxx2 bho****@h***************.com
Edward Jones - Financial Advisor: Loretta L Gifford 970 Branchview Dr NE Ste 150 Concord, NC 28025
98077xxxx3 a.j*********@e**********.com 5 6
Salem Investment Counselors 480 Shepherd St, Winston-Salem, NC 27103
33676xxxx0 5 1
Edward Jones - Financial Advisor: Joe Marano 2411 Plantation Center Dr Ste B Matthews, NC 28105
70484xxxx0 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Mike Willard 10800 Sikes Pl Ste 230 Charlotte, NC 28277
70424xxxx6 acc**********@e**********.com 82923
Davie Poplar Capital, LLC. 185 Wind Chime Ct # 201, Raleigh, NC 27615 91933xxxx7
Edward Jones - Financial Advisor: Andrew L Metz 2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705
91947xxxx9 aar*********@e**********.com 5 3 29 30
Edward Jones - Financial Advisor: Bryan Wall 16610 Old Statesville Rd Ste A Huntersville, NC 28078
70494xxxx2 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Brian L Ware 1623 W Floyd Baker Blvd Gaffney, SC 29341
86448xxxx3 a.j*********@e**********.com 4.7 6 82923
Decisionpoint International 3420 Toringdon Way Ste 350 Charlotte, NC 28277 70424xxxx1
AIO Fee-Only Financial Planners 10926 David Taylor Dr Charlotte, NC 28262
70498xxxx0 bi**@a***********.com 5 22 369 31
Falcon Investments 301 S Main St Ste 130 Salisbury, NC 28144
70460xxxx7 ani**@f**************.com
Edward Jones - Financial Advisor: Jolene M Philpott 460 Jake Alexander Blvd W Salisbury, NC 28147
70463xxxx0 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Stephen L. Price 1105 E Dixon Blvd Ste 4 Shelby, NC 28152
70448xxxx9 a.j*********@e**********.com 5 3
Edward Jones - Financial Advisor: Ben Johnson 11098 Renaissance Dr Davidson, NC 28036
70443xxxx6 aar*********@e**********.com
Edward Jones - Financial Advisor: Tara Yelton Buckley 206 Chesnee Hwy Unit L Gaffney, SC 29341
86448xxxx1 acc**********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Brent Jenkins 217 E Main St Cherryville, NC 28021
70443xxxx8 a.j*********@e**********.com
Fidelity Investments 16740 Birkdale Commons Pkwy #301, Huntersville, NC 28078
80062xxxx0 a61****@f*******.com 3.9 19 328047 351000
Edward Jones - Financial Advisor: Antoinne Gibson 1318 Central Ave Ste A-5 Charlotte, NC 28205
70433xxxx3 a.j*********@e**********.com 22 82572 92585
Bragg Financial Advisors Inc 1031 S Caldwell St #200, Charlotte, NC 28203
70437xxxx1 adr**@b*************.com 103 4 125
Ballantyne Capital Management, LLC 15801 Brixham Hill Ave, Charlotte, NC 28277
98023xxxx5 gar*****@y****.com
Edward Jones - Financial Advisor: Danny Vey 7251 Pineville Matthews Rd Ste 200 Charlotte, NC 28226
70454xxxx0 a.j*********@e**********.com 82757
Edward Jones - Financial Advisor: Jay B Smith 2940 Union Rd Ste B Gastonia, NC 28054
70486xxxx1 acc**********@e**********.com 2 173 177
Edward Jones - Financial Advisor: Denise D Clay 2005 Frye Ave Hickory, NC 28602
82829xxxx2 aar*********@e**********.com 5 3 22 82572 92585
Buddy Collins Lincolnton, NC 28092 18283xxxxx6 120
Edward Jones - Financial Advisor: Jason M Loia 6580B Old Monroe Rd Indian Trail, NC 28079
70422xxxx2 a.j*********@e**********.com 82757
Edward Jones - Financial Advisor: Clay Woodruff 5110 Park Rd Ste 2 I Charlotte, NC 28209
70467xxxx5 a.j*********@e**********.com 5 2
Edward Jones - Financial Advisor: Melanie Marlow, AAMS™|ADPA™ 1540 E Front St Suite 104, Clayton, NC 27527
91935xxxx4 a.j*********@e**********.com 4.8 5 64 69
Capital Financial Management Nc, Inc 1000 N Main St Ste 218, Fuquay-Varina, NC 27526
91946xxxx5 ama***@c*****************.com 4 4 108
5 10
Pate & Smith Investment Group 311 E Walnut St, Goldsboro, NC 27530
91973xxxx5 inf*@p****************.com 160
5 3
Leyline Renewable Capital 807 E Main St Suite 2-210, Durham, NC 27701
91969xxxx0 con****@l*************.com
Genesis Financial 1008 Chestnut St, Orangeburg, SC 29115 80353xxxx1
Edward Jones Investments
91936xxxx0 a.j*********@e**********.com 22 82757 91739
Franklin Street Partners 1450 Raleigh Rd, Chapel Hill, NC 27517
91948xxxx0 bbr***@f**************.com
Advisors Financial Group 5904 Six Forks Rd STE 105, Raleigh, NC 27609 91984xxxx7 bec**@a**********.com
Capital Investment Advisory Services, LLC 100 E Six Forks Rd, Raleigh, NC 27609
91983xxxx0 inf*@c*********.com
The Equity Pros 3801 Computer Dr Suite 202, Raleigh, NC 27609
91989xxxx1 all***@t************.com 4.1 168
LPL Financial Services 1055 Lpl Way Fort Mill, SC 29708
80087xxxx0 aar*********@l**.com 4 40 5 1 1 19749 181 21203
South Atlantic Capital Management Group, Inc. 1900 Eastwood Rd #14, Wilmington, NC 28403
91076xxxx3 inf*@s***************.com
Edward Jones - Financial Advisor: Joshua Roberson 137 Cross Center Rd Ste 137 Denver, NC 28037
70495xxxx3 acc**********@e**********.com 82922
McShane Partners Wealth & Investment Advisory 2150 Park Dr, Charlotte, NC 28204
98058xxxx0 awi******@m**************.com
Edward Jones - Financial Advisor: Aubrey J Martin 2405 Shuda Ave Apt D Gastonia, NC 28054
70484xxxx7 a.j*********@e**********.com 22 82572 92585
Financial Group 5920 Edmund Hwy, Lexington, SC 29073 80333xxxx1
Edward Jones 3371 Cloverleaf Pkwy Kannapolis, NC 28083
70478xxxx1 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Carol A Hartis 651 S Post Rd Shelby, NC 28152
70448xxxx6 a.j*********@e**********.com 82757
Edward Jones - Financial Advisor: Gabe G. Gregory 8449 Charlotte Hwy Fort Mill, SC 29707
80339xxxx8 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Jo Moore 5945 Weddington Rd Ste 102 Matthews, NC 28104
70468xxxx3 acc**********@e**********.com 82922
SmithSandlin Wealth Planning Powered By LPL Financial 3700 Glenwood Ave Suite 400, Raleigh, NC 27612
98426xxxx9 ali**********@l**.com 135 141
Raymond James Financial Services 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609 91964xxxx0
Edward Jones - Financial Advisor: Jason M Harrill, AAMS™ 141 Laurel Hill Dr Suite 6, Rutherfordton, NC 28139
82828xxxx1 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Missy Carlson 107 Commerce Centre Dr Ste 202 Edward Jones Huntersville, NC 28078
70494xxxx9 a.j*********@e**********.com 201
Edward Jones - Financial Advisor: Billy Johnston 1674 Cranium Dr Ste 103 Rock Hill, SC 29732
80336xxxx0 aar*********@e**********.com
Edward Jones - Financial Advisor: Tom Brown 110 N Broome St Waxhaw, NC 28173
70424xxxx0 a.j*********@e**********.com
Edward Jones 512 S Elm St, Greensboro, NC 27406
33637xxxx0 a.j*********@e**********.com 5 1
Marcus & Millichap 201 S Tryon St #1220, Charlotte, NC 28202
70483xxxx0 aar*********@m**************.com 3 2 4563 37 5300
Edward Jones - Financial Advisor: Dan Bayait 5475 Lumley Rd #106, Durham, NC 27703
91974xxxx9 a.j*********@e**********.com 5 2 22 82572 92585
Edward Jones - Financial Advisor: Cathy Easop 10320 Durant Rd STE 111, Raleigh, NC 27614
91932xxxx6 a.j*********@e**********.com 3 2 86829 99000
Deloitte 150 Fayetteville St Suite 1000, Raleigh, NC 27601
91954xxxx0 ach***********@d*******.com 3 2 572588 1568154
Edward Jones - Financial Advisor: Ethan D Allen 600 Towne Centre Blvd Ste 103 Pineville, NC 28134
70488xxxx0 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Bruce J Lau 8366 W Franklin St Mount Pleasant, NC 28124
70443xxxx5 a.j*********@e**********.com 5 2 22 82572 92585
Edward Jones - Financial Advisor: Ron Ceccarini 1355 Shearers Rd Ste A Mooresville, NC 28115
70466xxxx2 a.j*********@e**********.com 86829 99000
R.P. Boggs & Co. 4100 Charlotte Hwy Lake Wylie, SC 29710
80383xxxx1 deb@r******.com 87 5
Southeastern Wealth Management, LLC 3737 Glenwood Ave, Raleigh, NC 27612
91957xxxx2 bry********@l**.com
APG Advisors 1201 Edwards Mill Rd #300, Raleigh, NC 27607
91983xxxx0 amo********@a*****.com 4.8 48 334 24 341
Bull City Venture Partners 201 W Main St, Durham, NC 27701
91978xxxx2 bay********************@b***.com 413 4
5 10
WE Capital Advisors 1310 S Tryon St # 104, Charlotte, NC 28203
70495xxxx1 c18*****************************@s*****.wixpress
Triad Financial Advisors, Inc. 3623 N Elm St #102, Greensboro, NC 27455
33623xxxx1 ash***@t******.com 3.7 6
Edward Jones Investments Concord, NC 28025
a.j*********@e**********.com 86829 99000
Edward Jones - Financial Advisor: Elizabeth Asbill, AAMS™ Suite 101, 135 Parkway Office Ct, Cary, NC 27518
91985xxxx6 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jimmy Collins 215 1st Ave SW Ste B Hickory, NC 28602
82830xxxx3 aar*********@e**********.com
CAPTRUST 4208 Six Forks Rd #1700, Raleigh, NC 27609
80021xxxx5 aar*********@c*******.com 4.2 5 445 62 570
Edward Jones - Financial Advisor: Eric Radinsky 8430 Rea Rd Ste 130 Charlotte, NC 28277
70454xxxx4 a.j*********@e**********.com 82923
Hunter Muse - Private Wealth Advisor, Ameriprise Financial Services, LLC 5420 Wade Park Blvd Ste 208, Raleigh, NC 27607
91980xxxx4 deb****************@a***.com 5 1
Edward Jones - Financial Advisor: Jonathan C Chow 6210 Ardrey Kell Rd Ste 230 Charlotte, NC 28277
70432xxxx8 aar*********@e**********.com 135
Raymond James Financial Services 1100 Navaho Dr # 122, Raleigh, NC 27609
91987xxxx7 aar************@r***********.com 17180
RBC Wealth Management Branch - Raleigh 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx0 bob*****@r**.com 1 1 86 2 86
Edward Jones - Financial Advisor: Keith T Sandvoss 208 Main St Fort Mill, SC 29715
80380xxxx0 a.j*********@e**********.com 105
Dimensional Fund Advisors Charlotte 1515 S Tryon St, Charlotte, NC 28203
70444xxxx0 ale*************@d**********.com 3.9 7
Edward Jones - Financial Advisor: Nick Adkins 627 N US 29 Hwy China Grove, NC 28023
70485xxxx4 a.j*********@e**********.com 86829 99000
Lendmark Financial Services 722 E US Hwy 74 Suite B, Rockingham, NC 28379
91081xxxx8 aa@l****************.com 4.8 64
Edward Jones - Financial Advisor: John Fosselman 4937 Charlotte Hwy Ste 116 Clover, SC 29710
80383xxxx4 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Andy Belk 7510 Pineville Matthews Rd Ste 8b Charlotte, NC 28226
70454xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Ryan A Rubin 19825 N Cove Rd Ste B Cornelius, NC 28031
70489xxxx0 acc**********@e**********.com 82922
CBK Wealth Management - Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Edward Jones - Financial Advisor: Keith Minton 100 Europa Dr Suite 336, Chapel Hill, NC 27517
91994xxxx1 a.j*********@e**********.com 119
Ach Investment Group Inc 2840 Plaza Pl Ste 150, Raleigh, NC 27612
91957xxxx5 eli******@a********.com 27
Edward Jones - Financial Advisor: Don Barham 21328 Catawba Ave Cornelius, NC 28031
70489xxxx9 a.j*********@e**********.com 19 82757
Edward Jones - Financial Advisor: Bill Laundon, AAMS™ 859 Perry Rd, Apex, NC 27502
91936xxxx1 a.j*********@e**********.com 20 2
Edward Jones - Financial Advisor: Robert W Winkler 128 N Congress St Ste A York, SC 29745
80368xxxx5 a.j*********@e**********.com 26 277 18 273
Capital Management Group 113 N Center St, Statesville, NC 28677 70487xxxx7
First Oak Wealth Management - Investment Advisor 9131 Anson Way Suite 200, Raleigh, NC 27615
91942xxxx5 aed*****@f*******.com
Freeman Capital 33691xxxx8 4.9 12
Capital Advisory Group 150 Fairview Rd #130, Mooresville, NC 28117
70494xxxx5 joh*@c*******************.net 2 2 487 19
Durant Wealthmanagement Advisory Services 103 Linden Falls Ct Mooresville, NC 28117
70466xxxx2 bil*******@d****.com
Edward Jones - Financial Advisor: John P Ritter, AAMS™ 148 NC-105 Extension Ste 201, Boone, NC 28607
82826xxxx4 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: David E Smith, AAMS™ 1995 Wellness Blvd Suite 230, Monroe, NC 28110
70422xxxx8 a.j*********@e**********.com 5 1 22 82572 92585
WealthPlan Financial Group 15720 Brixham Hill Ave Ste 575 Charlotte, NC 28277
70435xxxx9 cmy***@w******************.com
Edward Jones - Financial Advisor: Michael Penn 998 Riverwalk Pkwy Ste 206 Rock Hill, SC 29730
80332xxxx8 a.j*********@e**********.com 22 82572 92585
RBC Wealth Management Branch - Wilmington, NC 1055 Military Cutoff Rd Suite 200, Wilmington, NC 28405
86650xxxx0 rbc*********@r**.com 12421 14000
Relational Investors LLC 150 Fayetteville St # 2850, Raleigh, NC 27601 91983xxxx3
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services, LLC 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
91951xxxx4 cha**************@a***.com
Beacon Pointe Advisors 3211 Shannon Rd Suite 200, Durham, NC 27707
91969xxxx1 aba*****@b***********.com
Edward Jones - Financial Advisor: Mike Bowen 2377 E Hwy 150 Lincolnton, NC 28092
70473xxxx1 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Lee Youngblood Jr 221 Latitude Ln Ste 106 Lake Wylie, SC 29710
80361xxxx4 acc**********@e**********.com 5 2 82922
Morehead Capital 801 N West St, Raleigh, NC 27603
91965xxxx9 aba****@i******************.com 5 1
Edward Jones - Financial Advisor: Lee Shanklin 120 Lowes Dr #107, Pittsboro, NC 27312
91954xxxx5 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Thomas J Fogarty 550 Highland St Mount Holly, NC 28120
70482xxxx5 acc**********@e**********.com 5 3 82922
Richardson Private Wealth Advisors - Ameriprise Financial Services, LLC 3605 Glenwood Ave #210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com 152 159
Mercer Advisors Wealth Management 8352 Six Forks Rd STE 201, Raleigh, NC 27615
91984xxxx9 aar********@m*************.com 2837 28 2900
Lendmark Financial Services LLC 11109 US Hwy 15 501 N Suite J, Aberdeen, NC 28315
91077xxxx4 aa@l****************.com 4.8 16
Smith Financial Corporation 107 Kilson Dr Ste 102 Mooresville, NC 28117
70466xxxx0 der**@s***************.com
Global View Investment Advisors- Cary, NC 1000 Centregreen Way Suite 200, Cary, NC 27513
91964xxxx5 ada*@g************.com 4.4 18 971 48
Gray Davis - Financial Advisor, Ameriprise Financial Services, LLC 2150 Country Club Rd #300, Winston-Salem, NC 27104
33681xxxx3 dns*****@a***.com 146
Carolina Wealth Partners 1011 Hamilton Rd suite 300, Chapel Hill, NC 27517
88881xxxx0 joh*@c*************.com 5 1
Edward Jones - Financial Advisor: Allen K Maupin 7800 Stevens Mill Rd Edward Jones Matthews, NC 28104
70488xxxx4 acc**********@e**********.com
Edward Jones - Financial Advisor: Erin F Horne 7521 Mourning Dove Rd STE 104A, Raleigh, NC 27615
91984xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Martin J Sohovich 305 E Union St Ste A-125 Morganton, NC 28655
82843xxxx4 acc**********@e**********.com 3.7 3 22 82572 92585
Edward Jones - Financial Advisor: Ton Hendrix 130 Harbour Pl Dr # 130, Davidson, NC 28036
70443xxxx6 a.j*********@e**********.com 86829 99000
Lyle C Back - Edward Jones 452 Lakeshore Pkwy Ste 225 Rock Hill, SC 29730
80332xxxx0 a.j*********@e**********.com 3 22 82572 92585
Edward Jones - Financial Advisor: Jim Hayes 202 Church St Clover, SC 29710
80322xxxx4 acc**********@e**********.com 82922
Gaye & Associates Financial Services 121 Deer Moss Trl, Lexington, SC 29073 80340xxxx9
Wells Fargo Advisors 702 N F R Huff Dr, Saint Matthews, SC 29135 80387xxxx1
Edward Jones - Financial Advisor: Jayme N Dimitroff, AAMS™ 6500 Creedmoor Rd STE 106, Raleigh, NC 27613
91957xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jack Buchanan 203 S Battleground Ave Kings Mountain, NC 28086
70473xxxx6 acc**********@e**********.com 82923
Edward Jones - Financial Advisor: Zach Wagner 7818 Fairview Rd Charlotte, NC 28226
70436xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Maggie Shoobridge 1837 E Broad St Apt B Statesville, NC 28625
70487xxxx7 aar*********@e**********.com 22 82572 92585
Copeley Capital Management 112 S Tryon St STE 850, Charlotte, NC 28284
70440xxxx0 bko**@c*************.com
Edward Jones - Financial Advisor: Brandon M Monette 9651 Brookdale Dr Ste 200 Charlotte, NC 28215
70450xxxx6 a.j*********@e**********.com 121
Edward Jones - Financial Advisor: Vimal Bisaria 3607 Davis Dr Ste 205, Morrisville, NC 27560
91965xxxx8 a.j*********@e**********.com 30
Edward Jones - Financial Advisor: Campbell D Thompson, AAMS™ 3729 Clemmons Rd, Clemmons, NC 27012
33676xxxx4 a.j*********@e**********.com 84217 92585
Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®|AAMS™ 5611 NC-55 Suite 104, Durham, NC 27713
91936xxxx0 acc**********@e**********.com 71 80
Edward Jones - Financial Advisor: Scott Sharp 1235 Fallston Rd Ste 1 Shelby, NC 28150
70446xxxx6 aar*********@e**********.com 5 3 82922
Edward Jones - Financial Advisor: Jim Paolone 135 E Main St Ste 102 Rock Hill, SC 29730
80398xxxx0 aar*********@e**********.com 5 6
Edward Jones - Financial Advisor: Keith Nowokunski 1730 E Woodlawn Rd Ste C Charlotte, NC 28209
70452xxxx6 a.j*********@e**********.com 22 82572 92585
Eastover Capital Management 509 Fenton Pl, Charlotte, NC 28207
70433xxxx8 aja*****@e**************.com 11
LPL Financial and Acera Wealth Management 127 Oakmont Dr, Greenville, NC 27858
25256xxxx1 amy@a*********.com 5 2
Rukosky & Wapner Inc. 5901 Falls of Neuse Rd Suite 203, Raleigh, NC 27609
91978xxxx9 don@r******.com 5 175
Capitol Securities Management, Inc. 1900 Eastwood Rd, Wilmington, NC 28403
91023xxxx0 abu***@c****************.com 207 2
Edward Jones - Financial Advisor: Larry R Redfearn 115 N Main St, Kernersville, NC 27284
33699xxxx6 a.j*********@e**********.com 5 1 22 82572 92585
NC Financial Advisor 8319 Six Forks Rd #101, Raleigh, NC 27615
91980xxxx1
Edward Jones - Financial Advisor: Johnny H Wise 3332 E Main St Claremont, NC 28610
82845xxxx3 acc**********@e**********.com 5 2 82922
Edward Jones - Financial Advisor: Adam M Leach 17206 Lancaster Hwy Ste 508 Charlotte, NC 28277
70454xxxx0 a.j*********@e**********.com 82923
Edward Jones - Financial Advisor: Tim Bryson 3332 E Main St Claremont, NC 28610
82845xxxx3 acc**********@e**********.com 23 183 24
Edward Jones - Financial Advisor: John R Query, CRPC™ 1206 N Lake Park Blvd Suite H, Carolina Beach, NC 28428
91070xxxx2 a.j*********@e**********.com 5 1 102 2
Tip Top Scores 101 N Tryon St Ste 112 Charlotte, NC 28246
13363xxxxx6 cre***@t***********.com 5 80 2359
Edward Jones - Financial Advisor: Colleen S Lyons 10224 Durant Rd # 103, Raleigh, NC 27614
91984xxxx2 aar*********@e**********.com 22 82573 92587
Scientific Investors LLC 37 Haywood St, Asheville, NC 28801
82839xxxx2 dat*****************@i****.de
OneMain Financial 623 E Broad Ave, Rockingham, NC 28379
91099xxxx1 aar**********@o***************.com 4.4 29
RBC Wealth Management Branch - Charlotte 6000 Fairview Rd Suite 500, Charlotte, NC 28210
70426xxxx0 rbc*********@r**.com 4.4 7 14777 16000
First Command 2701 Cashwell Dr, Goldsboro, NC 27534
91975xxxx2 ban*****@f***********.com 312
5
Edward Jones 460 Jake Alexander Blvd W Salisbury, NC 28147
70463xxxx0 acc**********@e**********.com 82923
Spectrum Financial 1375 Lenoir Rhyne Blvd SE Ste 101 Hickory, NC 28602
82832xxxx1 dov*****@s*************.com 5 4 190 3
Edward Jones - Financial Advisor: Ed Burleson 3367 N Hwy 16 Ste B Denver, NC 28037
70448xxxx3 aar*********@e**********.com 22 82572 92585
Edward Jones 4428 Potters Rd Matthews, NC 28104
70482xxxx7 a.j*********@e**********.com 22 82573 92586
Edward Jones - Financial Advisor: Ken Hoffman 130 S Village Ln Ste C Davidson, NC 28036
70489xxxx1 aar*********@e**********.com 2 22 82572 92585
Edward Jones - Financial Advisor: Michael Roman 360 W Main Ave Gastonia, NC 28052
70467xxxx3 aar*********@e**********.com
Capital Wealth Management 606 Willard Pl, Raleigh, NC 27603 91982xxxx0
Edward Jones - Financial Advisor: Brent Reynolds 115 E Main St Lincolnton, NC 28092
70473xxxx6 a.j*********@e**********.com 4 200 19
AgSouth Farm Credit 2186 US-220, Ellerbe, NC 28338
91065xxxx1 aad*****@a********.com
Edward Jones - Financial Advisor: Tracey L Hayes 751 Nc 24 27 Byp E Albemarle, NC 28001
70498xxxx3 acc**********@e**********.com
Capitol Financial Solutions 13777 Ballantyne Corporate Pl #550, Charlotte, NC 28277
70464xxxx8 aho****@c****.com 4 4 273 2
Blue Water Capital Management, LLC 315 S Salem St #422, Apex, NC 27502
91958xxxx8 inf*@b******************.com 5 7
Edward Jones - Financial Advisor: Lucas U Decker 2115 Southend Dr Ste 102 Charlotte, NC 28203
70433xxxx7 acc**********@e**********.com 132 2
Edward Jones - Financial Advisor: Kelley R Tyson, ChFC® 1715 Country Club Rd D, Jacksonville, NC 28546
91045xxxx7 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Keith W Ross 7800 Stevens Mill Rd Matthews, NC 28104
70488xxxx4 acc**********@e**********.com 82922
Edward Jones - Financial Advisor: Mark J Fortier, CFP® 3304 Six Forks Rd Suite 104, Raleigh, NC 27609
91926xxxx4 a.j*********@e**********.com 8 15
Halcyon Wealth Management Group 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx2 rbc*********@r**.com 4
Carolina Wealth Strategies 2500 Regency Pkwy, Cary, NC 27518
91965xxxx9 inf*@c***********************.com
Edward Jones - Financial Advisor: Alex Price 106 Kenwood St Belmont, NC 28012
70482xxxx2 aar*********@e**********.com 3.5 2 82923
Clearview Wealth Management 6836 Morrison Blvd Ste 200 Charlotte, NC 28211
70483xxxx7 che***@c******************.com 3
Edward Jones - Financial Advisor: Eyan M Townsend 3332 E Main St Claremont, NC 28610
82845xxxx3 a.j*********@e**********.com 23 22 82572 92585
Grand Street Capital Management, L.L.C. 1008 Brookstown Ave suite c-6, Winston-Salem, NC 27101
33672xxxx9 dd0*****************************@s*****.wixpress
Edward Jones - Financial Advisor: Joshua Roberson 8261 Nc 73 Hwy Ste E Stanley, NC 28164
70482xxxx6 a.j*********@e**********.com 86829 99000
Raymond James Financial Services 8398 Six Forks Rd STE 204, Raleigh, NC 27615
91980xxxx2 aar************@r***********.com 17482 18000
Guardian Wealth Advisors DBA BLUE LINE INVESTING 1122 Oberlin Rd Suite 210, Raleigh, NC 27605
83325xxxx3 inf*@b****************.com
Edward Jones - Financial Advisor: Ryan A Rubin 8600 Sam Furr Rd Ste 180 Huntersville, NC 28078
98068xxxx2 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: H Douglas Satterfield 307 B E King St Kings Mountain, NC 28086
70473xxxx7 a.j*********@e**********.com 5 3
Edward Jones - Financial Advisor: Benjamin C Asseff 8133 Ardrey Kell Rd Ste 105 Charlotte, NC 28277
70470xxxx5 aar*********@e**********.com 5 7 178 2
Capital Group 2807 E Millbrook Rd, Raleigh, NC 27604
Capital Financial Advisory Group 1500 Town Side Dr Ste 201, Apex, NC 27502
91965xxxx1 acc*****@b******************.com 4.2 29 926 390
4 29
Edward Jones - Financial Advisor: Eric C Williams 190 Chatham Downs Dr Suite 103, Chapel Hill, NC 27517
91996xxxx9 a.j*********@e**********.com 5 2 86829 99000
Edward Jones 148 W Trade St Dallas, NC 28034
70492xxxx8 a.j*********@e**********.com 22 82572 92585
Carroll Financial Associates 4521 Sharon Rd Ste 400 Charlotte, NC 28211
70455xxxx6 bhe******@c***************.com
Michael Kaplan - Financial Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Virtuent Asset Management, LLC 110 Corcoran St, Durham, NC 27701 inf*@v*******.com
Barbara W Mull Boiling Springs, NC 28017 17043xxxxx5
Bill Dixon-Edward Jones 118 E Broad St Statesville, NC 28677
70487xxxx7 acc**********@e**********.com 82923
Edward Jones - Financial Advisor: Katie Tan 17206 Lancaster Hwy Ste 508 Charlotte, NC 28277
70454xxxx0 aar*********@e**********.com 82922
High Rock Partners, Inc. 9508 Kirkhill Dr, Raleigh, NC 27615
91925xxxx2 bho****@h***************.com
Edward Jones - Financial Advisor: Jeffrey D Hartsock 212 Le Phillip Ct NE Ste 202 Concord, NC 28025
70478xxxx1 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Christopher Zino 301 Post Office Dr Ste A Indian Trail, NC 28079
70483xxxx6 aar*********@e**********.com 174 22 82572 92585
GuideSource Wealth Advisors - Ameriprise Financial Services, LLC 2 Town Square Blvd Ste 360, Asheville, NC 28803
82868xxxx3 car***********@a***.com
Raleigh Wealth Solutions 1400 Crescent Green Suite 100, Cary, NC 27518
91985xxxx5 *nn*@r*********************.com 4.9 18 392 7
Edward Jones - Financial Advisor: Chad A Burel 353 Sanford Dr Morganton, NC 28655
82843xxxx7 a.j*********@e**********.com 105
Pendleton Financial 2607 Oberlin Rd, Raleigh, NC 27608
91978xxxx7 bre***@p*****************.com 5 16 27 27
Inspiring Investment Raleigh 4509 Creedmoor Rd Suite 200, Raleigh, NC 27612
91943xxxx1 459*************************************@w*****************.com 4.7 28
Piedmont Wealth Advisors of Raymond James 804 Green Valley Rd Ste 100, Greensboro, NC 27408
33657xxxx1 aar************@r***********.com 17484 18000
Edward Jones - Financial Advisor: Mike Schmidt 1441 Heather Ln Ste B Charlotte, NC 28209
70456xxxx1 acc**********@e**********.com 5 2
Edward Jones - Financial Advisor: Bill Moyer 903 5th Ave, Garner, NC 27529
91966xxxx6 a.j*********@e**********.com 5 1 86829 99000
Edward Jones - Financial Advisor: Kathy OKane 8410 Pit Stop Ct NW Ste 110 Concord, NC 28027
70429xxxx5 acc**********@e**********.com
Edward Jones - Financial Advisor: Donna C Winbon 815 Oberlin Rd Suite 301, Raleigh, NC 27605
91983xxxx9 a.j*********@e**********.com 5 2 83551 91207
Edward Jones - Financial Advisor: Patrick Dunston 111 Ray Kennedy Dr Locust, NC 28097
70478xxxx4 a.j*********@e**********.com 5 2 42
Edward Jones - Financial Advisor: Dan Haller 11020 David Taylor Dr Ste 116 Charlotte, NC 28262
70454xxxx6 aar*********@e**********.com 135
Capital Investment Group 5950 Fairview Rd # 500B, Charlotte, NC 28210
70455xxxx5 ahm**@c*************.com 457
Edward Jones - Financial Advisor: Frank H Beals 965 N Bridge St, Elkin, NC 28621
33683xxxx1 a.j*********@e**********.com 4.2 5 86829 99000
Edward Jones - Financial Advisor: HD Reid 841 W Hwy 27 Lincolnton, NC 28092
70424xxxx4 acc**********@e**********.com 82923
Edward Jones - Financial Advisor: Josh Seligson 1814 Oberlin Rd #104, Raleigh, NC 27608
91979xxxx9 a.j*********@e**********.com 83552 92585
Franklin Street Partners 1450 Raleigh Rd Ste 300, Chapel Hill, NC 27517
91948xxxx0 bbr***@f**************.com
5
Edward Jones - Financial Advisor: Tim Sharpe 454 Anderson Rd S Ste 207 Rock Hill, SC 29730
80332xxxx1 aar*********@e**********.com 23 4
Fortitude Financial Planning
91920xxxx9 inf*@f**********.com 4.3 6
Edward Jones - Financial Advisor: Alexis Lambert 3440 E Broad St Ste B Statesville, NC 28625
70487xxxx9 acc**********@e**********.com 82923
Southeast Financial Group, Inc. 7780 Brier Creek Pkwy Ste 325, Raleigh, NC 27617
91954xxxx0 ese*****@s*******.com
Edward Jones - Financial Advisor: C Dean Howard, AAMS™ 2019 Fairview Rd Suite 101, Raleigh, NC 27608
91982xxxx5 a.j*********@e**********.com 83551 91206
Edward Jones - Financial Advisor: Rocky A Ward 108 Argus Ln Ste B Mooresville, NC 28117
70466xxxx9 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Charles R Bradshaw 105 E Divine St, Dunn, NC 28334
91089xxxx8 a.j*********@e**********.com 5 2 22 82573 92587
Edward Jones - Financial Advisor: Beth Weast 600 Towne Centre Blvd Ste 103 Pineville, NC 28134
70488xxxx0 a.j*********@e**********.com 73 5
Edward Jones - Financial Advisor: Jonathan L Proffitt 6200 Ramsey St, Ste. 200, Fayetteville, NC 28311
91048xxxx5 a.j*********@e**********.com 2 220 20
5
Martini Mortgage Group at Gold Star Mortgage Financial Group - Raleigh, NC - Home Loans, Refinance, and More. 507 N Blount St, Raleigh, NC 27604
91923xxxx4 e@e****.com 5 173
Capital Investment Companies 100 E Six Forks Rd Ste 200, Raleigh, NC 27609
91983xxxx0 aba****@c*************.com 4.7 27
4.5
Edward Jones - Financial Advisor: Rick Hebard 10224 Hickorywood Hill Ave Ste 103 Huntersville, NC 28078
70494xxxx5 a.j*********@e**********.com 82922
Capital City Financial Partners 1200 Ridgefield Blvd #261, Asheville, NC 28806
82865xxxx7 ada*@c************.com 5 1 181 2
Edward Jones - Financial Advisor: David J Byrne II 8410 Pit Stop Ct NW Ste 110 Concord, NC 28027
70429xxxx5 aar*********@e**********.com 200 22 82572 92585
Edward Jones - Financial Advisor: Felixicity F Standridge 197 Hyatt St Gaffney, SC 29341
86448xxxx8 a.j*********@e**********.com 160 2
Edward Jones - Financial Advisor: Sandy Yow 507 W Innes St Ste 200 Salisbury, NC 28144
70463xxxx9 a.j*********@e**********.com 21 22 82572 92585
Edward Jones - Financial Advisor: Jeffrey D Hartsock, CFP® 212 Le Phillip Ct NE #202, Concord, NC 28025
70478xxxx1 a.j*********@e**********.com 83416 92585
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services, LLC 703 St Joseph St #201, Carolina Beach, NC 28428
41562xxxx3 dns*****@a***.com
Anchor Capital Management Company 505 Oberlin Rd # 210, Raleigh, NC 27605
91975xxxx2 ben@a********.us 3 1
Eton Advisors Wealth Management 5915 Farrington Rd Ste 202, Chapel Hill, NC 27517
91944xxxx0 and**********@e***********.com
RTP Capital Advisors, LLC 555 Fayetteville St, Raleigh, NC 27601
91980xxxx1 bor**@r*****.com
Edward Jones - Financial Advisor: Mark Fucito, CFP®|AAMS™|CRPC™ 222 Harper Ave Ste C, Lenoir, NC 28645
82875xxxx1 a.j*********@e**********.com 1 1 22 82572 92585
Edward Jones - Financial Advisor: Marshall T Parsons 47 Plaza Pkwy Lexington, NC 27292
33622xxxx9 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Kevin P Lewis 1318 Central Ave Ste A-5 Charlotte, NC 28205
70433xxxx3 acc**********@e**********.com 22 82572 92585
Global Investment Recovery Inc 5244 Festival Trail Rd, Salley, SC 29137 80325xxxx0
Byron Financial, LLC 6100 Fairview Rd Ste 1150 Charlotte, NC 28210
70444xxxx2 asa*********@b*******.com
Salem Investment Partners 7900 Triad Center Dr #333, Greensboro, NC 27409
33624xxxx7 bbo**@s******.com
JP2 Management 2013 Bridgeport Dr, Raleigh, NC 27615
20281xxxx7 joh*@j************.com
Cathrine Robbins - Financial Advisor, Ameriprise Financial Services, LLC 703 St Joseph St #201, Carolina Beach, NC 28428
41562xxxx3 cat***************@a***.com
Edward Jones - Financial Advisor: Robert Huffman 201 Conover Sta SE Ste C Conover, NC 28613
82846xxxx0 acc**********@e**********.com 4 4 169 3
Edward Jones - Financial Advisor: Joshua Shelton 407 W King St Ste 3 Kings Mountain, NC 28086
70473xxxx2 aar*********@e**********.com 414 5
Private Wealth Management of NC 129 W Belle St, Henderson, NC 27536
25249xxxx4 fxx@p******.com
Edward Jones - Financial Advisor: Raja Reslan 10070 Edison Sq Dr NW Ste 103E Concord, NC 28027
70494xxxx7 aar*********@e**********.com 76 5 1 122
NovaQuest Capital Management L.L.C. 4208 Six Forks Rd #920, Raleigh, NC 27609
91945xxxx0 a.t********@n********.com
Windward Capital 7930 W Kenton Cir Ste 260 Huntersville, NC 28078 70423xxxx7
Black Wall Street Investments, LLC 800 Park Offices Dr, Durham, NC 27709 64680xxxx0
Edward Jones - Financial Advisor: David E Smith 1995 Wellness Blvd Ste 230 Monroe, NC 28110
70422xxxx8 a.j*********@e**********.com 5
Edward Jones - Financial Advisor: Glenn A Hines 2935 Providence Rd Ste 203 Charlotte, NC 28211
70436xxxx7 a.j*********@e**********.com
Charles Schwab 8700 Sam Furr Rd Huntersville, NC 28078
98023xxxx0 app*******************@s*****.com 3.3 3
Edward Jones - Financial Advisor: Kim B Hoffman, CFP®|ChFC®|CEPA®|AAMS™ 3305 A Nash St NW, Wilson, NC 27896
25229xxxx4 a.j*********@e**********.com 3 2 22 82572 92585
Edward Jones - Financial Advisor: Allen K Maupin 6128 Creft Cir Bldg 2 Indian Trail, NC 28079
70489xxxx4 acc**********@e**********.com 5 1
Edward Jones - Financial Advisor: Joseph Hahn 4410 Mint Hill Village Ln Ste 102 Mint Hill, NC 28227
98085xxxx9 acc**********@e**********.com
Edward Jones - Financial Advisor: Steve Fisher 130 Main St W Ste 1 Valdese, NC 28690
82887xxxx8 acc**********@e**********.com 271
Edward Jones - Financial Advisor: Joshua Gross 16610 Old Statesville Rd Ste A Huntersville, NC 28078
70494xxxx2 aar*********@e**********.com 22 82572 92585
Southern Investment Management Collective
91952xxxx1 inf*@s************.com
Financial Analysts 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91978xxxx5 ade****@f**********.com 430
Six5 Financial Planning Group - Ameriprise Financial Services, LLC 200 S Academy St #200, Cary, NC 27511
91981xxxx0 ang********@a***.com 537
Edward Jones - Financial Advisor: Chip Horton 9651 Brookdale Dr Ste 200 Charlotte, NC 28215
70450xxxx6 aar*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Chad M Epting 360 Exchange St NW Ste 104, Concord, NC 28027
70478xxxx2 a.j*********@e**********.com 5 1 83416 92585
Jason Wilson - Financial Advisor, Ameriprise Financial Services, LLC 13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277
70454xxxx2 car**********@a***.com
Edward Jones - Financial Advisor: Bennett Jordan 331 E Main St Ste 402 Rock Hill, SC 29730
80332xxxx5 acc**********@e**********.com 82923
Davenport & Company LLC 503 Carthage St, Sanford, NC 27330
91977xxxx3 abc***@i**************.com 1150 65
Edward Jones - Financial Advisor: W George Alexander Jr 4816 Six Forks Rd STE 104, Raleigh, NC 27609
91980xxxx0 a.j*********@e**********.com 5 2 86829 99000
The Financial Risk Group Inc 264 W Chatham St Suite 100, Cary, NC 27511
91943xxxx9 aim*******@f******.com 5 4 77
Carson Wealth 555 Fayetteville St 3rd floor, Raleigh, NC 27601
91921xxxx1 aan******@c***********.com 2059 53 2300
The Capitol Group - Morgan Stanley 3800 Glenwood Ave Ste 500, Raleigh, NC 27612
91978xxxx0 acm***********@m************.com
WSC & Company 2333 Randolph Rd, Charlotte, NC 28207
inf*@w************.com
North Carolina Venture Capital Fund 1021 Dimmocks Mill Rd, Hillsborough, NC 27278
31451xxxx0
Edward Jones - Financial Advisor: Christine M Beaman 801 E Morehead St Ste 307 Charlotte, NC 28202
70433xxxx0 aar*********@e**********.com 23 22 82572 92585
Edward Jones - Financial Advisor: Adam T Hines 942 E Garrison Blvd Gastonia, NC 28054
70486xxxx6 a.j*********@e**********.com 22 82572 92585
Edward Jones - Financial Advisor: Jason M Loia 6210 Ardrey Kell Rd Ste 230 Charlotte, NC 28277
70432xxxx8 a.j*********@e**********.com 82922
Edward Jones - Financial Advisor: JJ Orr 1708 Village Park Dr, Orangeburg, SC 29118
80399xxxx3 and*******@c*************.ca
Clement Capital Group; Finanical Advisors 225 N Bennett St C, Southern Pines, NC 28387
91069xxxx2 ann*******@t*********.com 6
Edward Jones - Financial Advisor: John P McGrail 1626 W Innes St Salisbury, NC 28144
70460xxxx4 acc**********@e**********.com 16 22 82572 92585
Edward Jones - Financial Advisor: Scott Mulwee 304 N Sterling St Morganton, NC 28655
82843xxxx3 a.j*********@e**********.com 32 86829 99000
Blaser Investment Management Group 3065 S Church St, Burlington, NC 27215
33658xxxx2 aus*************@b***************.com 5 2
5
Edward Jones - Financial Advisor: Mark W Shuford 209 S Limestone St Gaffney, SC 29340
86448xxxx7 a.j*********@e**********.com 2 22 82572 92585
Raymond James Financial Services 100 Europa Dr STE 500, Chapel Hill, NC 27516
91992xxxx8
Weaver Investment Company 324 W Wendover Ave Ste 300, Greensboro, NC 27408
33627xxxx0 bho******@w***************.com
Edward Jones - Financial Advisor: Kevin W Lunsford, CFP®|CIMA® 3700 Glenwood Ave Suite 120, Raleigh, NC 27612
91957xxxx1 a.j*********@e**********.com 172