Business List: Financial Consultant in Santa Clara County, CA, USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Gulati Financial & Insurance Services	2350 Mission College Boulevard Suite-1160, Santa Clara, CA 95054	40898xxxx0	ani@g*************.com	3	2
San Jose, CA Branch Office - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx0	ale*****@u.com
Tait Financial Service	1520 The Alameda, San Jose, CA 95126	40828xxxx0	pir**@e******.net
Ellen Larios - Golden Gate Sotheby's International Realty	1250 San Carlos Ave Ste 101 San Carlos, CA 94070	65086xxxx7	inf@g***.com			5	7			10825	314
H&R Block	351 Tres Pinos Rd Ste C2 Hollister, CA 95023	83163xxxx5	aab*@h****.com	4.7	86	3.5	7		18549	554796	19924	552356
Candace Ebert & Company	1336 Brommer St Ste A1 Santa Cruz, CA 95062	83131xxxx6	and*@c*********.com			5	1
H&R Block	5552 Monterey Rd San Jose, CA 95138	40822xxxx0	aab*@h****.com	4.6	70	1	2		18554	554858	19872	552367
AST Investments	14612 Big Basin Way, Saratoga, CA 95070	40887xxxx6
Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com													5
Sallyanne Haydon EA Consulting	CAMPBELL, CA 95008	40845xxxx7
Hurwitz, Leslie	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx1	dns***@a*.com
Pension Management Consultants	1165 Scenic Dr Ste B1 Modesto, CA 95350	20957xxxx3				5	1
Medina & Company Consulting	San Carlos, CA 94070	65069xxxx0		5	2
Darrell Lewis	1400 Coleman Ave Ste B11, Santa Clara, CA 95050	40865xxxx8
Progressive Acquisitions	2010 Crow Canyon Pl Ste 100 San Ramon, CA 94583	92531xxxx0
Fresh Slate Investment Group	650 S Winchester Blvd, San Jose, CA 95128	40898xxxx2
J.M.SMITH	777 N 1st St Ste 230 San Jose, CA 95112	40840xxxx4				1	1
Regency Royale Holdings		51077xxxx7	joh@m*************.business							266268
I Love Growing Money
Robert La Hue - Keller Williams Realty	2110 S Bascom Ave Campbell, CA 95008	40893xxxx2	a.b*****@k.com			5	1
Atlas Financial Services	1155 N Capitol Ave, San Jose, CA 95132	40892xxxx4
Cathy Daigle, CFP, CDFA		40835xxxx4	cat@c********.com
The Kruchko Group	3031 Tisch Way 110 Plaza West, San Jose, CA 95128	63064xxxx7	110***********************************@w***************.com
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Edward Jones - Financial Advisor: Lucy McGuire	16190 Los Gatos Blvd Ste 102, Los Gatos, CA 95032	40846xxxx0	and*****@c***********.ca
Michael Corrales		40827xxxx0	dns****@a*****.com
Silicon Valley Financial Group	950 S Bascom Ave #2112, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2
Johnson Financial & Insurance Services Inc	302 Main St Ste 205, Los Altos, CA 94022	65094xxxx1	djo*****@f.newyorklife
Bisceglia Wealth Management Group - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx4	bre*********@u.com												3.5	16
Brandon Hymes	1125 Saratoga Ave, San Jose, CA 95129	40828xxxx0	3d@a*****.allstate
Radtke, Bonnie, AGT	10381 S De Anza Blvd, Cupertino, CA 95014	40896xxxx5	ang********@u***.com							340196	3812	342569
Serena Investment	16201 Serena Vista Ct, Monte Sereno, CA 95030	40835xxxx0
Financial Independence	5201 Great America Pkwy Suite 320, Santa Clara, CA 95054	40898xxxx0	fin*****************@l.com
Western Finance & Investment Group	1265 El Camino Real Ste 109, Santa Clara, CA 95050	40855xxxx9
Intacct Corp	170 Knowles Dr, Los Gatos, CA 95032	40839xxxx0	con*****@i****.com
1200 Partner	1220 Memorex Dr, Santa Clara, CA 95050	40856xxxx3
H&R Block	10073 Saich Way Cupertino, CA 95014	40825xxxx0	aab*@h****.com	4.7	62	3	6		18554	554858	19872	552367
Transamerica Financial Advisors	1314 G St Modesto, CA 95354	20934xxxx0			12	3	2
Thurow Financial		66921xxxx3
Investment Search Inc	272 Andsbury Ave, Mountain View, CA 94043	65096xxxx2
Qing Ji		40870xxxx0	dns****@a*****.com
Fiesta Auto Insurance & Tax Service	751 1st St Ste A Gilroy, CA 95020	40884xxxx0	aal****@f************.com	4.7	65	4	6	3.7	152	6689	578
Edward Jones - Financial Advisor: Todd Bergstrom	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40846xxxx7	and*****@c***********.ca
PB Financial Group Corporation - Santa Clara Office	5201 Great America Pkwy Suite 320, Santa Clara, CA 95054	40871xxxx0	amy@c***********.com	5	2					134
Merrill Lynch Financial Advisor Paul J Lukas	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx5	ale********@m.com	3	2
World Financial Group Inc	1850 Warburton Ave #203, Santa Clara, CA 95050	40839xxxx3	bkr***@a*****.com
Tax Mam	20395 Pacifica Dr Ste 100 Cupertino, CA 95014	40844xxxx1	bob@t*****.com	5	6	3	4
A American Debt Consolidation	495 S Mathilda Ave, Sunnyvale, CA 94086	40873xxxx7
ClearBridge Financial LLC/ Larysa Prytula, CFP , CDFA	51 E Campbell Ave # 124, Campbell, CA 95008	40862xxxx6	cbr***************@w********.com	5	2			5	16	37
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Www.ben.beck.com		40848xxxx2	joh@m*************.business
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Way Financial	117 E Main St Ripon, CA 95366	20954xxxx9	joh****@w****************.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Luke Chapple - Financial Advisor, Ameriprise Financial Services, LLC	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ars*********@a*.com
Lukrative Investments	377 N Capitol Ave, San Jose, CA 95133	40864xxxx7
Fix Your Credit Consulting		18882xxxxx6	al@f**********************.com			4.5	11	4.9	49	911	3
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Silicon Valley Wealth Advisors, LLC	3190 S Bascom Ave #210, San Jose, CA 95124	40868xxxx8	chr@s********.com	3.4	5					5389	47	5500
Merrill Lynch Financial Advisor Julie Marie Saso	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx6	ale********@m.com
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054	40863xxxx2	inf@s**.org	5	2
Charles Schwab	19349 Stevens Creek Blvd, Cupertino, CA 95014	80043xxxx0
Connie Can - Financial Advisor, Ameriprise Financial Services, LLC	1901 S Bascom Ave ste 1530, Campbell, CA 95008	40887xxxx3	dns***@a*.com
Wachter Investments Inc	San Jose, CA 95101	40828xxxx0
Riddle's Tax & Bookkeeping Service	Modesto, CA 95350	20973xxxx2	wi@r*****************.com			5	1	4.8	8
Society of Financial Service Professionals-San Jose Chapter	San Jose, CA 95101	40829xxxx9
Block Advisors	777 Woodside Rd Ste A Redwood City, CA 94061	65036xxxx0	aar@b**********.com	4.9	52	3	6			1529	341	2486
Joe Guttadauro - Platinum Financial Services Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Mark Haq - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40891xxxx0	bre*********@u.com
Onesta Wealth Management	Campbell, CA 95008	40878xxxx8	bri*********@f**********.com
Conversant Wealth Management			inf@c**************.com			5	7
Ruth B. Freitas - Wealth Financial Advisor	206 Tennant Station, Morgan Hill, CA 95037	40879xxxx2	aar****************@b**********.com
U.S. Bancorp Investments - Financial Advisors: Mynga Do	1998 S Bascom Ave, Campbell, CA 95008	40855xxxx5	aar**********@u***.com							345772	5151	348000
Sophia's Insurance Services	38660 Lexington St Ste 418 Fremont, CA 94536	41575xxxx6
Western Hills Partners		41584xxxx4	dav***@w*****************.com
The Alameda Financial Group	1541 The Alameda, San Jose, CA 95126	40821xxxx0	all@a*******************.com
Sami Najafi Shaeghi - Wealth Financial Advisor	50 W San Fernando St Suite 275, San Jose, CA 95113	40849xxxx8	aab**@b**********.com					3.2	1063	98496	1593	99000
Shape My Credit	155 E Campbell Ave Ste 216 Campbell, CA 95008	81829xxxx6	off*@s**********.com	4	56	2	15
H&R Block	4747 Hopyard Rd Ste 3 Pleasanton, CA 94588	92546xxxx0	aab*@h****.com	4.1	55	2	23		18554	554858	19872	552367
Wells Fargo Advisors	2023 Laddie Way, San Jose, CA 95121	40853xxxx7	a-p***********@w***************.com							189175
Advisors360 LLC	355 Woodview Ave #300, Morgan Hill, CA 95037	40877xxxx0	con**@c***************.com
Meeken, Tyler	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx1	ale********@m.com
Darrell Lewis	2060 Walsh Ave Ste 250, Santa Clara, CA 95050	40865xxxx8
Ameriprise Financial	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx0	dns***@a*.com
Russice	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	87758xxxx6	9f4***********************************@w***************.com			5	1
Sumer Tatangelo - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	dns***@a*.com
Tulir		40866xxxx9	par***@t*****.com	5	4
H&R Block	585 Fourth Ave Gustine, CA 95322	20985xxxx2	aab*@h****.com	4.7	31	1	1		18556	554896	19845	552386
Chad Parker - Financial Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	cha********@a*.com							198	4
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	62
Strategic Global Investments	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0
American Pension & Benefit Resources	220 State St Ste G, Los Altos, CA 94022	65094xxxx1
Raymond James Financial Services	5301 Stevens Creek Blvd #5, Santa Clara, CA 95052	40886xxxx4	aar**********@r*********.com							17154
Wells Fargo Advisors	101 1st St, Los Altos, CA 94022	65094xxxx8
Moran~Namm Group - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx5	bre*********@u.com
Kevin Lang - Financial Advisor, Ameriprise Financial Services, LLC	1700 S Winchester Blvd STE 103, Campbell, CA 95008	40855xxxx5	dns***@a*.com
Raisch Investment Group LTD	15581 Toyon Dr, Los Gatos, CA 95030	40835xxxx8
Modi's Tax	6472 Camden Ave Ste 103 San Jose, CA 95120	40873xxxx1	tax@m*****.com	3.6	14	3.5	17
Sherwood Partners, Inc.	3945 Freedom Cir #560, Santa Clara, CA 95054	65045xxxx1	ade****@s****.com	1	1
Barney Smith	225 W Santa Clara St Ste 900, San Jose, CA 95113	40894xxxx0
San Francisco Bay Area Agency	2483 E Bayshore Rd, Palo Alto, CA 94303	65049xxxx9
LTC Financial Partners	5855 Pala Mesa Dr, San Jose, CA 95123	40879xxxx0	amy******@l**.com							335		362
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com												5	3
Pruneyard Financial Group Inc	51 E Campbell Ave #140, Campbell, CA 95008	40837xxxx4	joh*****@p***************.com
Pacific Advisors, LLC	910 E Hamilton Ave Suite 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com	1	1
Merrill Lynch Financial Advisor Maureen M Fong	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Candid Cash		92950xxxx6	spi*******@g**.com
Private Wealth Management \| U.S. Bank	10 Almaden Blvd Suite 500, San Jose, CA 95113	41537xxxx7	aar**********@u***.com							341233	3973	343793
Joseph E. Gordillo, CPA - A Professional Corporation	6850 Regional St Ste 250 Dublin, CA 94568	92580xxxx0	jos**@j***.com			4.5	11
My Truong - Financial Advisor, Ameriprise Financial Services, LLC	1700 S Winchester Blvd STE 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Allworth Financial	2105 S Bascom Ave Suite 255, Campbell, CA 95008	40840xxxx9	bil*********@a**************.com	3.5	2					5377	47	5500
U.S. Bancorp Investments - Financial Advisors: San Jose	377 Santana Row, San Jose, CA 95128	66934xxxx3	aar**********@u***.com
Howells Renate Enrolled Agent	475 Washington St Monterey, CA 93940	83137xxxx7
Schiller's Pension Consulting	216 N San Mateo Dr San Mateo, CA 94401	65034xxxx0	car@s*************.com			3.5	3
Maypac Financial	2670 S White Rd, San Jose, CA 95148	40822xxxx1
Vaepa Sua -World Financial Group Insurance Agency	881 Sneath Lne Ste 201 San Bruno, CA 94066	40866xxxx6
Financial Network Investment Corp	Campbell, CA 95008	40886xxxx9
Strategy Inc	3728 Charter Park Dr, San Jose, CA 95136	40826xxxx7	bil**@s********.com	5	7					62
Edward Jones - Financial Advisor: Cynthia A Wemyss	339 S San Antonio Rd Ste 1b, Los Altos, CA 94022	65093xxxx7	and*****@c***********.ca
Edward Jones - Financial Advisor: Vince DiPiero	4855 Atherton Ave Ste 100, San Jose, CA 95130	40847xxxx5	and*****@c***********.ca										5	5
Charles Schwab	19620 Stevens Creek Blvd #100, Cupertino, CA 95014	40844xxxx0		4.1	8
Lisa C Silva, CPA/PFS - Tax Pros	15325 Calle Enrique Ste 1 Morgan Hill, CA 95037	66925xxxx0	lis@t***********.cpa	4.7	13	5	11					121
Eric Han - Financial Advisor, Ameriprise Financial Services, LLC	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Catalan Philip	San Jose, CA 95101	40837xxxx1	inf@l*************.com
Baker Tilly US, LLP	66 Bovet Rd Ste 225 San Mateo, CA 94402	65034xxxx0	aar*********@b*******.com							3374	23
Allworth Financial	644 N Santa Cruz Ave #4, Los Gatos, CA 95030	40835xxxx4	bil*********@a**************.com							5205	48	5375
Dimov Tax Services		87723xxxx3	dim**@d*****.com			5	463			200
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC	31 E Julian St, San Jose, CA 95112	40824xxxx2	mka*****@c*********.com
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com
Morgan Stanley	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	187**********@m**********.com							109241	2953	124023
Toni Diaz		40827xxxx0	dns****@a*****.com
Soufie Azarfar	1898 Curtner Ave San Jose, CA 95124	40877xxxx8	chr*@r**********.com
Victoria Chu	4320 Stevens Creek Blvd Ste 125, San Jose, CA 95129	40824xxxx2
First Republic Bank	201 W El Camino Real at South Frances Street Sunnyvale, CA 94087	40873xxxx1	aac********@f**********.com	4	10	4.5	15			89962	249
Thorhill Financial	3375 Scott Blvd, Santa Clara, CA 95054	40898xxxx8
HMena Investor		66929xxxx9	doe@m*******.negocio	5	1
Hillberg & Company Cpa's	415 Mitchell St Turlock, CA 95380	20966xxxx6	ach**@h********.com	4.8	4
Jay Cohen Insurance Services	933 N Main St Ste 212 Salinas, CA 93906	84449xxxx6	inf@e**************.com			5	3
Key Financial Solutions		20160xxxx3
Merrill Lynch Financial Advisor Lia Zheng	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	ale********@m.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com	5	1					93		98
Ameriprise Financial	2542 S Bascom Ave, Campbell, CA 95008	40855xxxx5	and**********@a*.com
Sj Almaden-Care-Borelli	3150 Almaden Expy, San Jose, CA 95118	40862xxxx3	acr****@m**************.com	2.7	13
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave Ste 112, Palo Alto, CA 94306	65054xxxx4	and*****@c***********.ca
Jiang Tao Ju	2350 Mission College Blvd, Santa Clara, CA 95054	40898xxxx8
Tax Bears	7901 Stoneridge Dr Ste 101 Pleasanton, CA 94588	92569xxxx2	inf@t******.com	5	27	5	20
Merrill Lynch Financial Advisor Timothy J Mosley	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ale********@m.com
Frontline Investments Inc.	2635 Cunningham Ave, San Jose, CA 95148	40825xxxx0
Broadview Wealth Advisors - Ameriprise Financial Services, LLC	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Amaral Financial Planning		12106xxxxx4	ama*******@p*******.is
Cosine Communications	61 E Main St Ste B, Los Gatos, CA 95030	40839xxxx4	adu**@c******.com
Astute and Tax Accounting Services	4695 Chabot Dr Pleasanton, CA 94588	92545xxxx5	ash**@t********.com
Gowthaman Gurusamy - Realty Champion	327 Fairview Way Milpitas, CA 95035	92559xxxx0	bab**@r***********.com	5	25	5	11
NOW CFO	101 W Santa Clara St, San Jose, CA 95113	87788xxxx2	aal*@n***.com					4.5	20	946	6	1000
Balance with Bounty
Ricardo Guevarra	1125 Saratoga Ave, San Jose, CA 95129	40879xxxx5
Knight Equities	4699 Old Ironsides Dr, Santa Clara, CA 95054	40885xxxx0
Edward Jones - Financial Advisor: Tanner M Kohl	298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086	40877xxxx5	and*****@c***********.ca
Lucia Capital Group - San Jose	2033 Gateway Pl #574, San Jose, CA 95110	80064xxxx0	afr****@l*****.com							622	23	691
Miller Michael Patiky	400 Cambridge Ave, Palo Alto, CA 94306	65032xxxx1
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							83055					5	2
Edward Jones - Financial Advisor: Dennis H Laughlin	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40846xxxx3	and*****@c***********.ca
Sequoia Wealth Advisors and Invesment Management, Inc.	99 Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	nn@s********.com	5	2					249	4
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40821xxxx2	dns***@a*.com	5.02
Kugelman Law Tax & Cryptocurrency Attorneys		18317xxxxx6	ale@k*********.com			5	21	5	11	38
The Tax Law Offices of David W Klasing	2033 Gateway Pl Fl 5th San Jose, CA 95110	40864xxxx3	dav@t*******.net	3.7	3			4.8	10	198	36
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx3	rbc*******@r.com							12344		13714
Oak View Law Group	4966 El Camino Real Ste 225 Los Altos, CA 94022	80053xxxx4	ada@o**.com			3.5	3	4.7	109	8102		8057
U.S. Bancorp Investments - Financial Advisors: Gurneet Gill	377 Santana Row, San Jose, CA 95128	66934xxxx3	aar**********@u***.com
Joe Guttadauro - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Tax Relief USA	924 W Fremont Ave, Sunnyvale, CA 94087	40873xxxx5	adm@t**********.com	4.5	15								5	1
Tax Goddess Inc	1475 S Bascom Ave, Campbell, CA 95008	40841xxxx7	off*@t********.com
Merrill Lynch Wealth Management	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	bro********@m.com	5	1
Hoffmann Investments Inc	496 Dorothy Ave, San Jose, CA 95125	40894xxxx4	cuh*****@h**************.com
Beacon Pointe Wealth Advisors	900 E Hamilton Ave Ste 120, Campbell, CA 95008	40826xxxx0	aba***@b*********.com	2.3	3					213	36
Morgan Lev Financial Group	Po Box 51947, Palo Alto, CA 94303	65032xxxx3
Morgan Stanley	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	187**********@m**********.com							111957	3016	126794
Ronald Winter	655 Mariners Island Blvd San Mateo, CA 94404	65057xxxx3
Corinthian Wealth Management	1625 The Alameda UNIT 308, San Jose, CA 95126	40899xxxx5	c18***************************@s***.wixpress							22		24
Ang Financial Services	3160 De La Cruz Blvd, Santa Clara, CA 95054	40885xxxx8	dat***************@i**.de
Cherene Wong - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com												4	3
David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Skyline Financial Corp	1900 The Alameda, San Jose, CA 95126	40864xxxx8	3d@**w.amerifirstfinancial	4.2	5
Christopher Benz - David White & Associates	3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583	92544xxxx5		4.5	4
Charles Schwab	355 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx0	aar******@s***.com	2.5	4					262774	122
Pacific Wealth Advisors, LLC	2391 The Alameda #200, Santa Clara, CA 95050	65035xxxx2		1	1
CBIZ	160 W Santa Clara St #450, San Jose, CA 95113	40879xxxx0	aan***@c*.com	2	1
Carpe Diem Financial Life Planning		83160xxxx6
S O A Projects		32364xxxx1	aas***@s********.com					5	9	314	61
Rivermark Wealth Management - Certified Financial Planner Mountain View	800 W El Camino Real #180, Mountain View, CA 94040	40837xxxx7	ron@r**************.com	5	6
Ling's Tax Service	1588 Homestead Rd Ste L Santa Clara, CA 95050	40867xxxx1	dat***************@i**.de			4.5	19
Linda Rost's Better Bookkeepers	90 Great Oaks Blvd San Jose, CA 95119	40821xxxx4	ale**************@b**************.com	4.7	33	4.5	10	5	6	213	2	208
Teh Financial Coaching	Expedition Ln, Milpitas, CA 95035	51036xxxx9	chr****@t*****************.com	5	82
Merrill Lynch Financial Advisor Rosario M Oliveri	560 S Winchester Blvd #500, San Jose, CA 95128	40855xxxx6	ale********@m.com
Kaufmann Advisors			jan@k**************.com			4	9
Calrima Financial	900 E Hamilton Ave, Campbell, CA 95008	40845xxxx3
Merrill Lynch Financial Advisor Graham John Bruce	560 S Winchester Blvd #500, San Jose, CA 95128	40855xxxx2	ale********@m.com
MassMutual Silicon Valley - Nhan Nguyen	2150 N First St Suite 500, San Jose, CA 95131	40828xxxx0	aho**@f****.com					4.9	27	562	127
Rdw & Associates	1982 Senter Rd, San Jose, CA 95112	40821xxxx1
Carol Hack - Thrivent	2797 Park Ave Ste 204, Santa Clara, CA 95050	40824xxxx5	ale***********@t*****.com
Edward Jones - Financial Advisor: Paul A Dines, CFP®	2397 Forest Ave A, San Jose, CA 95128	40898xxxx9	a.j*******@e********.com	3.7	3					83150
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	1
Silvia Sadikin	2099 Gold St, Alviso, CA 95002	40893xxxx0
Suong Phung	740 Story Rd Ste 6, San Jose, CA 95122	40853xxxx0	a**00@a*****.com
Steve Whitecar Dba	46 N 2nd St, Campbell, CA 95008	40837xxxx3
Leal Financial Planning	900 E Hamilton Ave #100, Campbell, CA 95008	40867xxxx4	and@l***.com	5	4
Jerry Sung CPA & Associates	36 Harold Ave Ste 23 Santa Clara, CA 95050	40829xxxx7	hea**@s****.com
Pardo Investment Inc	1612 Garvey Pl, San Jose, CA 95132	40834xxxx4
Kostopoulos Bankruptcy Law	7677 Oakport St Ste 110 Oakland, CA 94621	51027xxxx2	dat***************@i**.de	4.5	30	5	1
Corbin Consulting	15495 Los Gatos Blvd Ste 10 Los Gatos, CA 95032	40835xxxx0
Lun Mai - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx6	cla***********@a*.com
Gallagher Insurance, Risk Management & Consulting	341 Tres Pinos Ste 207a Hollister, CA 95023		abc*@a.com							3596
Primerica	3350 Scott Blvd 01, Santa Clara, CA 95054	40853xxxx4	a.-*****************@p******.com	3	2					145959	3902				1	1
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services, LLC	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ars*********@a*.com
Gerdts Investment Group of Raymond James	150 Almaden Blvd Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17178
Private Wealth Builders		84470xxxx2
Technology Credit Union			abe*****@t***.com			4.5	55
Merrill Lynch Financial Advisor Violet Lee	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	ale********@m.com
Oak Creek Investment	12175 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx0
Ameriprise Financial	1901 S Bascom Ave Ste 1200, Campbell, CA 95008	40855xxxx5	ame****************@a*.com							132582		134659
Wade Financial Advisory	3274, 2105 S Bascom Ave #110, Campbell, CA 95008	40836xxxx9	adm@w***.com	5	1					9	4	13
Future Wealth LLC		40883xxxx0
Merrill Lynch Financial Advisor John R Kettmann	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
Nicholas & Robison,CPA	4900 Hopyard Rd Ste 100 Pleasanton, CA 94588	92525xxxx0	jam@n**.com
JR Financial & Insurance Services	2005 De La Cruz Blvd # 120, Santa Clara, CA 95050	40864xxxx2	jam@j**.com	5	4					132	10
True Partners Consulting	2055 Gateway Pl Ste 140 San Jose, CA 95110	40862xxxx0	abb***********@t***.com	5	18					3374	23
bestadvisorsinc	632 E Olive Ave, Sunnyvale, CA 94086	87785xxxx5		5	2
Credit Repair	300 Orchard City Dr, Campbell, CA 95008	40841xxxx7
Khushvinder P. Singh CA Insurance Lic. # 0C09920	1731 Technology Dr Ste 400, San Jose, CA 95110	40845xxxx5	ksi**@f.newyorklife					5	12	784	11
Bacon Financial Management Company	Po Box 510, Cupertino, CA 95015	40825xxxx2
Buckingham Wealth Partners	10 S Almaden Blvd 15th Floor, San Jose, CA 95113	80036xxxx6	adm@b**************.com							456		485
Fresh Start Consulting Services	500 Terry Francois Street San Francisco, CA 94158	84723xxxx8	dd0***************************@s***.wixpress
U.S. Bancorp Investments - Financial Advisors: Adam Perez	1399 Foxworthy Ave, San Jose, CA 95118	40897xxxx8	aar**********@u***.com							345614	5351	348000
Merrill Lynch Financial Advisor Randall P Bane	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com
Wells Fargo Advisors	150 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx2
Copper Beech Tree Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Your Credit Angel	San Leandro, CA 94578	41557xxxx0	wan*@y************.net	5	2
Northwestern Mutual - Dan Madsen	1190 Saratoga Ave #250, San Jose, CA 95129	40853xxxx0	d.m****@n.com
Bythe Bay Investments	360 Kiely Blvd, Santa Clara, CA 95051	40824xxxx0
Alexander Florea	1125 Saratoga Ave, San Jose, CA 95129	40835xxxx5
Seongwoo Kim	2383 Pruneridge Ave Ste 5, Santa Clara, CA 95050	40855xxxx5
Kimberly J Perry, CPA	39675 Cedar Blvd Ste 160 Newark, CA 94560	51068xxxx8	inf@k*******.com	5	15	3.5	8	5	14	144	4
Securities America Inc	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1
Luke Chapple - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ars*********@a*.com
Everest Clay Realtors	1580 W El Camino Real Ste 8 & 9 Mountain View, CA 94040	65039xxxx1	af4***********************************@w***************.com
Aries Financial Services	888 N 1st St Ste 313, San Jose, CA 95112	40829xxxx5	aap***@p******.com							146620	4000
TaxDen			sup**@t***.com			4	100
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx5
U.S. Bancorp Investments - Financial Advisors: Annie Mai	2875 The Villages Pkwy, San Jose, CA 95135	40822xxxx1	aar**********@u***.com							341231	3973	343791
Seek First	1999 S Bascom Ave # 700, Campbell, CA 95008	86639xxxx4
Freedom Financial Management Inc	2670 S White Rd Ste 237, San Jose, CA 95148	40852xxxx0	aal****@f********************.com	4.8	60
Royal Alliance-DPC Fin Plning	Serving theSanta Clara Area	40826xxxx6	joh@y****************.com
Karen Turner - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com
Sabic, Rafael, AGT	10381 S De Anza Blvd, Cupertino, CA 95014	40836xxxx4	ang********@u***.com						346	340196	3812	342569
Peter Holtz CPA	210 Towne Centre Dr Lathrop, CA 95330	20994xxxx9	cov@p**********.com	3.3	12	2.5	12	4.9	45	1172	178
MI Ocampo Financials	1230 1st St Ste 203 Gilroy, CA 95020	16695xxxxx0	mic@m******.com
RBC Dain Rauscher Corp	99 Almaden Blvd, San Jose, CA 95113	61237xxxx1		5	2
Richard Bologna - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Stephens Michael CLUCFP	19040 Cox Ave, Saratoga, CA 95070	40825xxxx4
*ETRADE**	124 University Ave Palo Alto, CA 94301	86678xxxx5	ale***********@e***.com			1.5	18
Edward Jones - Financial Advisor: Christina Biagi, AAMS™\|CRPC™	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							87358		99000
New Dawn Investments		51266xxxx2	cel@n***************.com	5	4
Up Capital Management	1190 Saratoga Ave, San Jose, CA 95129	40821xxxx4
Edward Jones - Financial Advisor: Glynis A Wineinger	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40860xxxx5	and*****@c***********.ca
Employee Benefit Services	San Jose, CA 95118	40897xxxx0
Nancy Ubaldi - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx8	bre*********@u.com
East Bay Accounting			leg@c**********.com			5	3
Hc Investments	3003 Moorpark Ave, San Jose, CA 95128	40826xxxx8
R&D Investments - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx0	bre*********@u.com
Tom Cochran - BancWest Investment Services Wealth Financial Advisor	3081 McKee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40844	177	41000
Bottomline Collections & Consulting	San Leandro, CA 94578	51092xxxx0
Daulat	30930 Huntwood Ave Hayward, CA 94544	34787xxxx5	jan***@d****.com	5	7			4.4	46	2275
Ashley Blanton - O2 Mortgage		61986xxxx2		5	3
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave #320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87358		99000
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		169
Teacher's Pension	213 S Sierra Ave Oakdale, CA 95361	80047xxxx0	abr*@t******.com	4.6	9
Edward Jones - Financial Advisor: Christina Biagi	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40882xxxx0	and*****@c***********.ca
Edelman Financial Engines	3945 Freedom Cir #950, Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com	4.5	2					18780	20	20000
Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Gateway Financial Advisors - Brian Lombardo, CFP, CPA	2570 N First St Suite 200, San Jose, CA 95131	40872xxxx0	adm***@g***********.com	5	1
Lpl	43068 Christy St, Fremont, CA 94538	51025xxxx5	a.b****@l.com							19788	192
Infinity Financial Consultants	1291 E Hillsdale Blvd Foster City, CA 94404	65028xxxx5
Andrew Minker - Financial Advisor, Ameriprise Financial Services, LLC	2542 S Bascom Ave STE 135, Campbell, CA 95008	40855xxxx5	and**********@a*.com
Private Wealth Financial Partners	2105 S Bascom Ave #300, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Wsa	1879 Lundy Ave, San Jose, CA 95131	40877xxxx9
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Onesta Wealth Management, LLC	900 E Hamilton Ave, Campbell, CA 95008	40878xxxx8	bri*********@f**********.com					5	6			40
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	41544xxxx0
Great China Investments Group	46827 Warm Springs Blvd, Fremont, CA 94539	51066xxxx3
Morgan Stanley	225 W Santa Clara St Ste 900, San Jose, CA 95113	40834xxxx5	aal*****@m**********.com						61	111428	2981	126870
Elite Wealth Group	4320 Stevens Creek Blvd, San Jose, CA 95129	66923xxxx2
Kprime Investment Group	51 E Campbell Ave Unit E, Campbell, CA 95009	40842xxxx3
Spear Financial & Insurance Solutions	5250 Claremont Ave Ste 214 Stockton, CA 95207	20945xxxx7	con**@s*******.com
Edward Jones - Financial Advisor: Aileen A Low	4966 El Camino Real Ste 125, Los Altos, CA 94022	65075xxxx8	and*****@c***********.ca
Charles Schwab	240 3rd St #100, Los Altos, CA 94022	65091xxxx3		3.5	6
Alpha Wealth Management Group - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx6	bre*********@u.com
Ruben Garcia Financial Group		40890xxxx4
Edward Jones - Financial Advisor: Tom Coombs	1625 The Alameda Ste 601, San Jose, CA 95126	40860xxxx2	a.j*******@e********.com							83511		92608	1	1
Hruska Investment Eli	139 Salice Way, Campbell, CA 95008	40886xxxx9
Books in Harmony	1261 Locust St Ste 158 Walnut Creek, CA 94596	92530xxxx2	inf@b************.com	5	4	5	12			84
Sun Wealth Advisor	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40896xxxx7	del*@s*************.com
L Pl	893 Corporate Way, Fremont, CA 94539	51025xxxx5	59@g****.com	4	4					19788	192
Citi Pwm	1303 S Mary Ave, Sunnyvale, CA 94087	40853xxxx1	abb********@c*.com	4	26
Pi Wealth Plan LLC		41578xxxx1	cvb**********@p**.dreamhost
Credit Guard, Inc. - Nation's Best Credit Repair Company	1555 Berger Dr, San Jose, CA 95112	40853xxxx6	3d@i**.photobucket
Greenstein Rogoff Olsen GROCO	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx2	aar@g**.com					4.4	27	506	3
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12495
CII Tech	3000 El Camino Real Ste 200 Palo Alto, CA 94108	41580xxxx7
Aon Risk Services	60 S Market St Ste 1100 San Jose, CA 95113	40828xxxx0	aa.******@a.com
One Sun Consulting	5437 Giuffrida Ct San Jose, CA 95123	40866xxxx1
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40884xxxx0	gle******@c*************.com							153	3	146
AG Bookkeeping & Tax Services	593 Woodside Rd Ste D Redwood City, CA 94061	40860xxxx3	ag2*******@y**.com
Merrill Lynch Financial Advisor Lauren Mader	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ale********@m.com
Prosperity Focus, LLC		65098xxxx0	inf@2******.com
Cirocco, Joanne, AGT
Employee Stock Option Fund	635 Mariners Island Ste 204 San Mateo, CA 94404	65026xxxx0	inf@e*****.com	4.5	17	5	12
Tortuga Wealth Management	183 Del Medio Ave, Mountain View, CA 94040	65038xxxx4
Cardinal Associates	1799 Old Bayshore Hwy Ste 200 Burlingame, CA 94010	65069xxxx0	con**@p***********.org			4.5	7
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8	inf@i*******.com	5	20
Andrews Consulting	6200 Stoneridge Mall Rd Ste 300 Pleasanton, CA 94588	92551xxxx2	bbr**@a******.cpa
Edward Jones - Financial Advisor: Marisa C Otto, CFP®	275 Tennant Ave Suite 205, Morgan Hill, CA 95037	40877xxxx0	a.j*******@e********.com
A Tm Specialists Inc.	605 Macara Ave, Sunnyvale, CA 94085	40872xxxx9
Silicon Valley Credit Success		51032xxxx0
Edward Jones - Financial Advisor: Mandy Andrei	2778 Middlefield Rd, Palo Alto, CA 94306	65062xxxx4	and*****@c***********.ca										5	1
Virtually Simple		40821xxxx5	cli************@s****.facebook
Monica Bellizzi - Thrivent	6066 McAbee Rd, San Jose, CA 95120	40826xxxx6		4	1
Merrill Lynch Financial Advisor Mengxiao Shan	50 W San Fernando St, 16th Floor, San Jose, CA 95113	40826xxxx0	ale********@m.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
H&R Block	1405 Camden Ave Campbell, CA 95008	40837xxxx4	aab*@h****.com	4.6	25	3.7	21		18511	554518	20412	552276
CH Pension Service	3150 Almaden Expy Ste 241 San Jose, CA 95118	40897xxxx0	joh@c**************.com
J Y Capstone Investments	1072 S De Anza Blvd, San Jose, CA 95129	40825xxxx7
Wei, Stephanie	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx6	ale********@m.com
Love Is An Option, Inc.	1556 Halford Ave # 250, Santa Clara, CA 95051	40852xxxx3
Charles Schwab	335 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx0	app*****************@s***.com	3	5
Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC	3130 De La Cruz Blvd #128, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
Aca Life Distributors Inc	2635 N 1st St Ste 201, San Jose, CA 95134	40892xxxx0	mmi@a*****.com
Merrill Lynch Financial Advisor Mason McKown	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
Wazhma Jamiat - World Financial Group	695 N First St San Jose, CA 95112	14022xxxxx1	dns****@a*****.com
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx0	rbc*******@r.com
Mastering Life 7		83159xxxx9
Freedman Financial Planning	Serving theSanta Clara Area	40893xxxx5
Jemstep, Inc.	5150 El Camino Real Ste C20, Los Altos, CA 94022	65038xxxx2	inf@c****.com
NF Wealth Management - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Richard Woo - Financial Advisor, Ameriprise Financial Services, LLC	2542 S Bascom Ave STE 135, Campbell, CA 95008	40855xxxx8	dns***@a*.com
Sunhill Investments	Serving theSanta Clara Area	40825xxxx6
Batleap Ventures, LLC	730 Polhemus Rd Ste 204 San Mateo, CA 94402	65021xxxx2
Edward Jones - Financial Advisor: Jeff Migneault	901 Campisi Way Ste 248, Campbell, CA 95008	40846xxxx0	and*****@c***********.ca
Redwood Mist Alesia		40860xxxx1	joh@m*************.business
A American Debt Consolidation	300 Orchard City Dr, Campbell, CA 95008	40837xxxx1	3d@**w.3debtconsolidation	4.5	418
Maribelle Wightman Consulting		40841xxxx7
Charles Schwab	2407 Porter St #100, Soquel, CA 95073	83146xxxx0	nam@e*****.com	3	4
US Xing Lan Yu Investment Inc	1900 Camden Ave, San Jose, CA 95124	40837xxxx8
Merrill Lynch Financial Advisor Dianne E Lynch	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ale********@m.com
McAtee, Barbara	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	3d@**w.ameriprise							132293		134545
Madden, Barbara	350 2nd St, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39
H&R Block	685 Lighthouse Ave Monterey, CA 93940	83137xxxx0	aab*@h****.com	4.3	26	4.5	6		18554	554858	19872	552367
Shumaker Tax Consultants	2007 W Hedding St Ste 212 San Jose, CA 95128	40824xxxx9				1	1
HHE Investment Inc	4030 Moorpark Ave Ste 114, San Jose, CA 95117	40826xxxx7
MainStreet Financial Planning, Inc	236 N Santa Cruz Ave #106B, Los Gatos, CA 95030	88889xxxx3	nn@m*****************.com							370
Climate Edge Law Group	3000 El Camino Real Ste 200 Palo Alto, CA 94306	65058xxxx2	adm@c*******.com
Courier Financial Consulting and Income Tax Service			joh@m*************.business
Associated Capital Consultants	1035 N 4th St San Jose, CA 95112	40820xxxx4
Merrill Lynch Financial Advisor Mitchell Fulton	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ale********@m.com
Ilbra Amirkhas - Allstate Agent	730 E El Camino Real Ste D, Sunnyvale, CA 94087	40873xxxx6
Hynek Financial Adviser's	333 W Santa Clara St # 606, San Jose, CA 95113	40899xxxx0
H&R Block	1221 S Main St Ste 101 Star Shopping Center Salinas, CA 93901	83142xxxx2	aab*@h****.com			1.5	6		18556	554896	19845	552386
H&R Block	1020 S White Rd Ste A San Jose, CA 95127	40893xxxx0	aab*@h****.com	4.5	90	2.5	6		18554	554858	19872	552367
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Dfco	Mountain View, CA 94043	65096xxxx4	con**@d*.com
Portfolio Investments	2 N Santa Cruz Ave Ste 207, Los Gatos, CA 95030	40888xxxx5
One on One BBA	1001 Bayhill Dr Ste 200 San Bruno, CA 94066	65068xxxx3	gfi***@g**.com
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Jim Slacke Assiet Preservation	1625 The Alameda Ste 205, San Jose, CA 95126	40821xxxx2
Peter Harris-The Apartment Investing Consultant	San Francisco, CA 94127	41565xxxx7				2	1
Moskowitz LLP						3.5	157
Silicon Valley Merchant Services		40865xxxx7	joh@m*************.business
Gil's Real Estate	1940 Crows Landing Rd Ste 10 Modesto, CA 95358	20922xxxx6	ama@g****.com	4.8	6	5	3
U.S. Bancorp Investments - Financial Advisors: San Jose	2875 The Villages Pkwy, San Jose, CA 95135	40835xxxx8	aar**********@u***.com							345437	5414	348000
Laue Capital Management	Morgan Hill, CA 95037	40878xxxx3	3d@l**************.webs
Barbara Young - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx9	bre*********@u.com
Galligan Thompson & Flocas, LLP	630 N San Mateo Dr San Mateo, CA 94401	65034xxxx0	ale@g****.com			5	5			110	12
Tax Defense Network	2033 Gateway Pl 5th Flr San Jose, CA 95110	40829xxxx8	en.***@t**************.com
Unchained Financial Services	410 E Santa Clara St Unit #558, San Jose, CA 95113	84422xxxx3	3d@u*************************.com	5	1					1155	20
Allstate Personal Financial Representative: David Nguyen	3241 S White Rd Ste 3, San Jose, CA 95148	40823xxxx3	a**00@a*****.com
Dawn's Bookkeeping Services	Pleasanton, CA 94566	92539xxxx4	daw@d**********************.com
Investment Research Associates	1225 Larnel Pl, Los Altos, CA 94024	65096xxxx1
RC Blackwell's Tax Service	900 Lafayette St Ste 705 Santa Clara, CA 95050	40859xxxx2	rcb******@g**.com	4.7	7	5	142	5	9	317	16
Charles Schwab	438 E El Camino Real, Sunnyvale, CA 94087	40852xxxx0	app*****************@s***.com	3.6	16
Milpitas Tax Consultants	Milpitas, CA 95035	66920xxxx4
Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com
Caruso Family Financial Advisors LLC	4990 Speak Ln # 280, San Jose, CA 95118	40844xxxx6	use@d****.com
Securities America Sure Tax Consultants	1530 Meridian Ave San Jose, CA 95125	40897xxxx0	aar******@s**************.com							1288
Gallina Llp	60 S Market St Ste 1550 San Jose, CA 95113	40829xxxx5	aa@g******.com	3.4	14					5004
Heckman Financial & Insurance Services Inc-HFIS	333 W Santa Clara St 6th Floor, San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7						100
Choice 1 Credit		16309xxxxx0	inf@c***********.com
SCORE		21523xxxx0	a-r**@s**.org	4.4	11			4.5	44	2398	57	2400
Edward Jones - Financial Advisor: Maggie Klein	101 Church St Ste 18, Los Gatos, CA 95030	41534xxxx6	and*****@c***********.ca
TACC Investments	146 Main St, Los Altos, CA 94022	65094xxxx9
E4U Financial Service Inc	5201 Great America Pkwy, Santa Clara, CA 95054	40864xxxx6	cfk@k***.dk
H&R Block	2391 S Winchester Blvd Campbell, CA 95008	40886xxxx4	aab*@h****.com	4.6	67	2.5	12		18554	554858	19872	552367
ALCA Financial Services, Inc.	4249 Macedo Pl, Santa Clara, CA 95054	40830xxxx0
Pi Wealth Plan	San Jose, CA 95135	41532xxxx8	cvb**********@p**.dreamhost
Treasure for Tomorrow Financial Coaching		40844xxxx9	joh*****@t****************.com							295
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx8	bro********@m.com	3	5
Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Merrill Lynch Financial Advisor Behrooz Ighani	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx3	ale********@m.com
ProHorizons	951 Mariners Island Blvd Ste 300 San Mateo, CA 94404	80072xxxx2	inf@p*********.com							504		510
Vanguard Venture Partners
Modern Financial	Manteca, CA 95336	20976xxxx9	fil*@g****.com			5	2
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086	40882xxxx4	and*****@c***********.ca	5	2
Ericson Financial Solutions	18790 Withey Rd, Monte Sereno, CA 95030	40835xxxx0
Coast Financial Services, Inc.	4340 Stevens Creek Blvd #161, San Jose, CA 95129	40899xxxx5	ada@c********************.com									23
Dangs Investment Inc	3151 Senter Rd, San Jose, CA 95111	40897xxxx9
Dragomir Fiduciary Services Inc - dba Dragomir Trust and Estate Services		40897xxxx1	dat***************@i**.de
Jason Silva - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Swetha	887 Valencia Dr, Milpitas, CA 95035	40868xxxx4
Seismic Stock Trading	458 Heathcliff Pl, San Jose, CA 95111	85527xxxx5		5	1
Advance Loan Credit Services	11501 Dublin Blvd Ste 200 Dublin, CA 94568	20986xxxx3		5	2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com	5	1
Wendy Flores		40827xxxx0	dns****@a*****.com
Miwan Kim, Prima Investment Group Inc.	4300 Stevens Creek Blvd Ste 222, San Jose, CA 95129	40822xxxx7	miw************@g**.com	5	2								5	1
Investment House LLC	1515 Lincoln Ave, San Jose, CA 95125	40828xxxx3	joa*@y****************.com
Morgan Stanley Financial Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com	5	1
Michael Garber Financial Planning	111 N Market St Ste 300, San Jose, CA 95113	40845xxxx8	853***********************************@w***************.com
Raymond James Financial Services	19960 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx3	aar**********@r*********.com
Hong Bo Investment Group	14639 Big Basin Way, Saratoga, CA 95070	40874xxxx3
Optimize Accounting Solutions		87723xxxx3	inf@o*****.com			4	8			82
Quantum Finance		41583xxxx8
Attorney Debt Relief	2440 Bert Dr Ste 101B, Bldg 100 Hollister, CA 95023	83120xxxx7
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	ani*******@a*.com							396
Elim Investment Company	1765 Scott Blvd, Santa Clara, CA 95050	40836xxxx5	che***********@g**.com	5	5
FEND Securities Expert Witness	74 Sage Circle San Ramon, CA 94583	31085xxxx4	gui****@l************.com
LPL Financial	1735 N First St UNIT 109, San Jose, CA 95112	40844xxxx8
Donald A. Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx8	don**@r.com							12495
Financial Advisors \| U.S. Bancorp Investments	10381 S De Anza Blvd, Cupertino, CA 95014	40860xxxx7	aar**********@u***.com						346	340196	3812	342569
Progress Financial Corp	San Jose, CA 95127	40834xxxx0
Kim, Dave	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com
Financial Mortgage Consultants	111 Deerwood Pl Ste 175 San Ramon, CA 94583	92555xxxx0
David A Heiman - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com
Julie Lin		51057xxxx0	dns****@a*****.com
SNE Corporation		65048xxxx8	d_j*@s********.business
Gary D Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Parkworth Wealth Management, Inc.	100 Century Center Ct Ste 670, San Jose, CA 95112	40843xxxx0	adv*@p******.com							30	2
Lesley Lemessurier - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com							198	4
GS Accounting Consultants	833 Mahler Rd Ste 1 Burlingame, CA 94010	65086xxxx9				5	5
Manjeet Singh	2150 N 1st St Ste 500 San Jose, CA 95131	40891xxxx0	aah***@m*******.com
Emily Van Hoorickx - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx4	bre*********@u.com
Ting O’Connor - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40891xxxx8	bre*********@u.com
Merrill Lynch Financial Advisor Tom Nguyen	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Matthew Whitfield	Danville, CO 94506
Retirement Administration	4966 El Camino Real Ste 213 Los Altos, CA 94022	65096xxxx0	ale*@r************.com			5	1
Kasinski, Alex, AGT	1570 Grant Rd, Mountain View, CA 94040	65096xxxx0	ale********@u***.com						346	340196	3812	342569
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St #503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com	5	3					87601		100000
Financial Advisors \| U.S. Bancorp Investments	2875 The Villages Pkwy, San Jose, CA 95135	40822xxxx1	aar**********@u***.com							345772	5151	348000
Eric Susantio - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx6	bre*********@u.com
Edward Jones - Financial Advisor: Tim Fortino	8060 Santa Teresa Blvd Ste 140, Gilroy, CA 95020	40884xxxx8	a.j*******@e********.com							83136
Edward Jones - Financial Advisor: Rafe Ann Du Bois	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40867xxxx0	a.j*******@e********.com							83511		92128
Moneylife	9005 Village View Dr, San Jose, CA 95135	40825xxxx4
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Northwestern Mutual	1190 Saratoga Ave #250, San Jose, CA 95129	40853xxxx0	a.-*********@n***************.com	5	1					105805	16151
FJ De La Cruz Investmnts	12 S 1st St, San Jose, CA 95113	40828xxxx1
Hruska Elias Cfp	San Jose, CA 95129	40886xxxx9
Hilltop Financial Corporation	860 Hillview Ct, Milpitas, CA 95035	40895xxxx8	ang***@f***************.com	3.5	6
Dionysis N Heliotis		40843xxxx3	dns****@a*****.com
Donovan Koo - Realtor - TCRE	43213 Mission Blvd Fremont, CA 94539	51081xxxx5	c65***********************************@w***************.com			5	5
International Leadership Development		92592xxxx0	con**@h**********.com
Spear Financial & Insurance Solutions			con**@s*******.com
Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC	1999 S Bascom Ave # 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com
Buckingham Strategic Wealth	17190 Monterey Hwy # 202, Morgan Hill, CA 95037	80070xxxx5	adm@b**************.com							529	3
Jefferson & Gross CPA's	1650 Borel Pl Ste 222 San Mateo, CA 94402	65057xxxx1				2.5	2
Ferber & Bouslog			pri**@r*******.com			5	3
Applejack Investment Lp	1631 N 1st St, San Jose, CA 95112	40856xxxx9
A Better Workplace Daniel Robin	181 Pajaro Cir Freedom, CA 95019	83176xxxx0	dan*@a*************.com
Charles Schwab	10 E Hamilton Ave Ste 800 Campbell, CA 95008	40834xxxx0	app*****************@s***.com	3.5	8	3	19
James Park - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Kaur, Amit, MLO	10381 S De Anza Blvd, Cupertino, CA 95014	40896xxxx6	ang********@u***.com	2.9	12				346	340243	3819	342617
Manuel A Costa-Merrill Lynch	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx7	ale********@m.com
Wealth Within Your Reach Financial			wea********************@w********.com
Papadoyannis & Associates - Ameriprise Financial Services, LLC	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com		3					393
Eagle One Financial	14480 Blossom Hill Rd, Los Gatos, CA 95032	40844xxxx0	jsm*@e********.com	2.2	11
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dem***********@a*.com
Rothstein Michaels Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC	3130 De La Cruz Blvd #128, Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Wealth Solutions 101 LLC		40849xxxx5		5	1
Realty Investment Newstar	3400 El Camino Real, Santa Clara, CA 95051	40821xxxx8
Securities America Inc	101 Metro Dr # 650, San Jose, CA 95110	40845xxxx0	aar******@s**************.com							1303		1300
Precision Accounting and Tax	2880 Zanker Rd Ste 203 San Jose, CA 95134	40893xxxx3	lew****@p************.com
Alex Carranza		40827xxxx0	dns****@a*****.com
Stephen Lucero - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx8	bre*********@u.com
C Denise Brodersen, CFP, CPWA, CDFA - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx0	3d@a*******.ubs
Merrill Lynch Financial Advisor Elaine Zhang	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	ale********@m.com
Silicon Valley Investment Group - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx1	bre*********@u.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com
Clarity Wealth Advisors	2160 The Alameda A, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Denarius Capital Advisors	1601 S De Anza Blvd Suite 118, Cupertino, CA 95014	40865xxxx3
H&R Block	6079 Snell Ave San Jose, CA 95123	40857xxxx0	aab*@h****.com	4.8	77	2	9		18554	554858	19872	552367
California Private Wealth \| LPL Financial	Plaza West, 3031 Tisch Way #110, San Jose, CA 95128	66923xxxx0	inf@c*************.com							24
Merrill Lynch Financial Advisor Jimmy Yip	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
College Planning ABC	3031 Tisch Way Ste 309, San Jose, CA 95128	40891xxxx8	enr@c***************.com	5	21					1219	36				5	14
Shashi Bhagat - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx8	acm*********@m**********.com
Merrill Lynch Financial Advisor Christopher J Ibarra	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
James Mann - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40828xxxx4	adt*********@u.com
Song of Joy Accounting Professional Corp	Santa Clara, CA 95051	66980xxxx0				5	9
At Peace with Money		40865xxxx2	ang*@a*************.com	5	3					156
Davis Financial Management	1395 Franklin St, Santa Clara, CA 95050	40834xxxx0	ali@d****.com
Hynek Financial Adviser's	333 W Santa Clara St, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Novt Corp	61 E Main St, Los Gatos, CA 95030	40839xxxx5	adu**@c******.com
Petra Consulting and Accounting Services	6400 Village Pkwy Ste 205 Dublin, CA 94568	92555xxxx5	pet********@g**.com	5	2
Enzo Wealth		80036xxxx6		5	1
Chiorini, Platt & Jacobs, CPAs	901 Center St Santa Cruz, CA 95060	83142xxxx3	dav@c.com	3.7	3	4	4
Crystal Clear Consulting	San Jose, CA 95112	40835xxxx4	eli*********@c*******************.us
Nguyen, David, AGT	19630 Stevens Creek Blvd, Cupertino, CA 95014	40831xxxx9	ama**********@u***.com						346	340243	3819	342617
Martin J. Reitinger CPA	1801 Murchison Dr Ste 12 Burlingame, CA 94010	65069xxxx5	inf@t*************.com			5	3