| San Jose, CA Branch Office - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
ale*******@u**.com |
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| Tait Financial Service |
1520 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
pir****@e********.net |
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| CAE’s Silicon Valley trading operation |
5201 Great America Pkwy #272, Santa Clara, CA 95054 |
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65032xxxx3 |
abr****@c********.com |
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| Mariner Wealth Advisors |
17045 Monterey Hwy ste c, Morgan Hill, CA 95037 |
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40894xxxx1 |
aal*************@m********************.com |
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| Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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5 |
| Cucchiaro Wealth Management |
3000 Executive Pkwy Ste 400 San Ramon, CA 94583 |
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92565xxxx2 |
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| Empower Asset Management |
San Mateo, CA 94401 |
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65020xxxx2 |
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| Essence Wealth & Insurance Services |
4677 Old Ironsides Dr # 350, Santa Clara, CA 95054 |
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65099xxxx4 |
sun**@e************.com |
5 |
4 |
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| FCAA LLC / Farm and Community Mortgage |
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65070xxxx7 |
nei*@f***********************.com |
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| Cathy Daigle, CFP, CDFA |
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40835xxxx4 |
cat**@c**********.com |
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| The Kruchko Group |
3031 Tisch Way 110 Plaza West, San Jose, CA 95128 |
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63064xxxx7 |
110*************************************@w*****************.com |
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| Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alf***********@a***.com |
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128 |
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| Edward Jones - Financial Advisor: Lucy McGuire |
16190 Los Gatos Blvd Ste 102, Los Gatos, CA 95032 |
|
40846xxxx0 |
and*******@c*************.ca |
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| investoyoda |
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| Silicon Valley Financial Group |
950 S Bascom Ave #2112, San Jose, CA 95128 |
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40828xxxx0 |
bec**@s***.com |
5 |
2 |
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| Bisceglia Wealth Management Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
bre***********@u**.com |
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3.5 |
16 |
| Boman Accounting Group |
20 Union Ave Campbell, CA 95008 |
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40886xxxx4 |
ant****@b**************.com |
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3 |
8 |
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| Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
rbc*********@r**.com |
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| Morgan Stanley Smith Barney - David hamer |
1020 10th St Ste 200 Modesto, CA 95354 |
|
20957xxxx7 |
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1 |
1 |
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| Financial Independence |
5201 Great America Pkwy Suite 320, Santa Clara, CA 95054 |
|
40898xxxx0 |
fin*******************@l**.com |
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| Merrill Lynch Financial Advisor Dione Luu-Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.com |
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| Flibyrd |
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| WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Todd Bergstrom |
21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014 |
|
40846xxxx7 |
and*******@c*************.ca |
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| PB Financial Group Corporation - Santa Clara Office |
5201 Great America Pkwy Suite 320, Santa Clara, CA 95054 |
|
40871xxxx0 |
amy@c***********.com |
5 |
2 |
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134 |
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| Merrill Lynch Financial Advisor Paul J Lukas |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
3 |
2 |
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| World Financial Group Inc |
1850 Warburton Ave #203, Santa Clara, CA 95050 |
|
40839xxxx3 |
bkr*****@a*******.com |
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| ClearBridge Financial LLC/ Larysa Prytula, CFP , CDFA |
51 E Campbell Ave # 124, Campbell, CA 95008 |
|
40862xxxx6 |
cbr*****************@w**********.com |
5 |
2 |
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5 |
16 |
37 |
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| Edward Jones - Financial Advisor: Jeremy Geels, CFP® |
2121 41st Ave STE 209, Capitola, CA 95010 |
|
83146xxxx2 |
a.j*********@e**********.com |
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33 |
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| Maria D Boisvert - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx1 |
mar***********@r**.com |
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| Unique Planning |
San Ramon, CA 94583 |
|
88859xxxx6 |
inf*@u**************.com |
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4 |
5 |
4 |
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| Www.ben.beck.com |
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40848xxxx2 |
joh*@m**************.business |
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| Way Financial |
117 E Main St Ripon, CA 95366 |
|
20954xxxx9 |
joh******@w******************.com |
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| Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
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| Luke Chapple - Financial Advisor, Ameriprise Financial Services, LLC |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
ars***********@a***.com |
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| SVB Financial Group |
3005 Tasman Dr, Santa Clara, CA 95054 |
|
40865xxxx0 |
aa@s**.com |
3.1 |
20 |
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| Albert Lee CFP |
275 Saratoga Ave STE 220, Santa Clara, CA 95050 |
|
40897xxxx0 |
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5 |
4 |
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| 408 Group - Morgan Stanley Private Wealth Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
65023xxxx4 |
acm***********@m************.com |
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| Silicon Valley Wealth Advisors, LLC |
3190 S Bascom Ave #210, San Jose, CA 95124 |
|
40868xxxx8 |
chr**@s**********.com |
3.4 |
5 |
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5389 |
47 |
5500 |
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| Merrill Lynch Financial Advisor Julie Marie Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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| Ken Prodger CFP®,ChFC®,ChSNC®, AIF® |
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054 |
|
40863xxxx2 |
inf*@s***.org |
5 |
2 |
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| Joe Guttadauro - Platinum Financial Services Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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| Mark Haq - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx0 |
bre***********@u**.com |
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| Ruth B. Freitas - Wealth Financial Advisor |
206 Tennant Station, Morgan Hill, CA 95037 |
|
40879xxxx2 |
aar******************@b************.com |
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| Merrill Lynch Financial Advisor Mengxiao Shan |
50 W San Fernando St Ste 1600, San Jose, CA 95113 |
|
40826xxxx0 |
aar**********@s*****.com |
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| U.S. Bancorp Investments - Financial Advisors: Mynga Do |
1998 S Bascom Ave, Campbell, CA 95008 |
|
40855xxxx5 |
aar************@u*****.com |
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|
345772 |
5151 |
348000 |
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| BrightPlan |
75 E Santa Clara St, San Jose, CA 95113 |
|
40893xxxx8 |
alb***@b*********.com |
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| The Alameda Financial Group |
1541 The Alameda, San Jose, CA 95126 |
|
40821xxxx0 |
all*@a********************.com |
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| Sami Najafi Shaeghi - Wealth Financial Advisor |
50 W San Fernando St Suite 275, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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| Merrill Lynch Financial Advisor Chuzhe Song |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
aar**********@s*****.com |
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| Advisors360 LLC |
355 Woodview Ave #300, Morgan Hill, CA 95037 |
|
40877xxxx0 |
con****@c*****************.com |
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| Ameriprise Financial |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx0 |
dns*****@a***.com |
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| Sumer Tatangelo - Financial Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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| Chad Parker - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
cha**********@a***.com |
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|
198 |
4 |
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| Tone Tran - Private Client Advisor |
50 West Fernando Street, Suite 425, San Jose, CA 95113 |
|
40830xxxx9 |
aar******************@b************.com |
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| BetterWealth |
1475 Saratoga Ave #200, San Jose, CA 95129 |
|
40865xxxx0 |
and***@b***********.us |
5 |
1 |
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| Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
amb****************@a***.com |
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63 |
4 |
62 |
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| World Financial Group Inc |
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085 |
|
40873xxxx5 |
con****************@t***********.com |
1 |
1 |
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| Jay Larrick - BancWest Investment Services Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40864xxxx8 |
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| Raymond James Financial Services |
5301 Stevens Creek Blvd #5, Santa Clara, CA 95052 |
|
40886xxxx4 |
aar************@r***********.com |
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17154 |
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| Moran~Namm Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx5 |
bre***********@u**.com |
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| Kevin Lang - Financial Advisor, Ameriprise Financial Services, LLC |
1700 S Winchester Blvd STE 103, Campbell, CA 95008 |
|
40855xxxx5 |
dns*****@a***.com |
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| Ledwith Financial Wealth Management |
55 W 1st St, Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
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| LTC Financial Partners |
5855 Pala Mesa Dr, San Jose, CA 95123 |
|
40879xxxx0 |
amy********@l****.com |
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335 |
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362 |
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| Future Focus Financial & Insurance Services, LLC |
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41524xxxx0 |
fut*****************@c******.net |
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| Charles Schwab |
12 Ranch Dr, Milpitas, CA 95035 |
|
40846xxxx0 |
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4.1 |
7 |
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| U.S. Bancorp Investments - Financial Advisors: Liny Li |
10381 S De Anza Blvd, Cupertino, CA 95014 |
|
40896xxxx8 |
aar************@u*****.com |
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348 |
339509 |
3700 |
341752 |
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| Pacific Advisors, LLC |
910 E Hamilton Ave Suite 350, Campbell, CA 95008 |
|
40839xxxx0 |
cam*************@g***********.com |
1 |
1 |
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| Merrill Lynch Financial Advisor Maureen M Fong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ale*********@m*.com |
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| Private Wealth Management | U.S. Bank |
10 Almaden Blvd Suite 500, San Jose, CA 95113 |
|
41537xxxx7 |
aar************@u*****.com |
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341233 |
3973 |
343793 |
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| My Truong - Financial Advisor, Ameriprise Financial Services, LLC |
1700 S Winchester Blvd STE 103, Campbell, CA 95008 |
|
66930xxxx8 |
dns*****@a***.com |
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| Allworth Financial |
2105 S Bascom Ave Suite 255, Campbell, CA 95008 |
|
40840xxxx9 |
bil***********@a****************.com |
3.5 |
2 |
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5377 |
47 |
5500 |
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| U.S. Bancorp Investments - Financial Advisors: San Jose |
377 Santana Row, San Jose, CA 95128 |
|
66934xxxx3 |
aar************@u*****.com |
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| Heckman Financial & Insurance Services Inc. |
333 W Santa Clara St Ste 604, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
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10945 |
100 |
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5 |
6 |
| Edward Jones - Financial Advisor: Vince DiPiero |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40847xxxx5 |
and*******@c*************.ca |
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5 |
5 |
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| Eric Han - Financial Advisor, Ameriprise Financial Services, LLC |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx9 |
dns*****@a***.com |
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| Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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| Allworth Financial |
644 N Santa Cruz Ave #4, Los Gatos, CA 95030 |
|
40835xxxx4 |
bil***********@a****************.com |
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5205 |
48 |
5375 |
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| Cetera Wealth Partners is a region of Cetera Advisor Networks LLC |
31 E Julian St, San Jose, CA 95112 |
|
40824xxxx2 |
mka*******@c***********.com |
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| Solos Advisor |
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32343xxxx1 |
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| U.S. Bancorp Investments - Financial Advisors: Debbie Leekavousi |
127 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40839xxxx6 |
aar************@u*****.com |
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343791 |
4181 |
346643 |
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| Financial Insights & Strategies, LLC |
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|
40871xxxx9 |
san*********************@g****.com |
5 |
3 |
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| Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Lia Zheng |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx7 |
ale*********@m*.com |
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| 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 |
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93 |
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98 |
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| Ameriprise Financial |
2542 S Bascom Ave, Campbell, CA 95008 |
|
40855xxxx5 |
and************@a***.com |
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| Broadview Wealth Advisors - Ameriprise Financial Services, LLC |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx7 |
bro********************@a***.com |
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| Amaral Financial Planning |
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12106xxxxx4 |
ama*********@p*********.is |
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| NOW CFO |
101 W Santa Clara St, San Jose, CA 95113 |
|
87788xxxx2 |
aal***@n*****.com |
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4.5 |
20 |
946 |
6 |
1000 |
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| Edward Jones |
69 Washington St, Santa Clara, CA 95050 |
|
40898xxxx9 |
a.j*********@e**********.com |
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83055 |
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5 |
2 |
| Edward Jones - Financial Advisor: Dennis H Laughlin |
1165 Lincoln Ave Ste 320, San Jose, CA 95125 |
|
40846xxxx3 |
and*******@c*************.ca |
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| Sequoia Wealth Advisors and Invesment Management, Inc. |
99 Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
5 |
2 |
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249 |
4 |
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| Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40821xxxx2 |
ale****************@a***.com |
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| Vested Financial Planning |
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|
65031xxxx2 |
edb*************************************@w*****************.com |
5 |
10 |
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| Brad Baron - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx3 |
rbc*********@r**.com |
|
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|
12344 |
|
13714 |
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| U.S. Bancorp Investments - Financial Advisors: Gurneet Gill |
377 Santana Row, San Jose, CA 95128 |
|
66934xxxx3 |
aar************@u*****.com |
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| Michael Devere MBA, CLTC, LUTCF |
3000 Executive Pkwy Ste 400 San Ramon, CA 94583 |
|
92551xxxx6 |
cha********@l**.com |
3 |
2 |
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| 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 |
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| Merrill Lynch Wealth Management |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
bro*********@m*.com |
5 |
1 |
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| LTC Financial Partners |
313 Burning Tree Dr, San Jose, CA 95119 |
|
40822xxxx4 |
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| Beacon Pointe Wealth Advisors |
900 E Hamilton Ave Ste 120, Campbell, CA 95008 |
|
40826xxxx0 |
aba*****@b***********.com |
2.3 |
3 |
|
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|
213 |
36 |
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| Morgan Stanley |
333 W San Carlos St Ste 1100, San Jose, CA 95110 |
|
40828xxxx0 |
187************@m************.com |
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|
111957 |
3016 |
126794 |
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| Corinthian Wealth Management |
1625 The Alameda UNIT 308, San Jose, CA 95126 |
|
40899xxxx5 |
c18*****************************@s*****.wixpress |
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22 |
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24 |
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| David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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| Pacific Wealth Advisors, LLC |
2391 The Alameda #200, Santa Clara, CA 95050 |
|
65035xxxx2 |
|
1 |
1 |
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| Carpe Diem Financial Life Planning |
|
|
83160xxxx6 |
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| Rivermark Wealth Management - Certified Financial Planner Mountain View |
800 W El Camino Real #180, Mountain View, CA 94040 |
|
40837xxxx7 |
ron@r**************.com |
5 |
6 |
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| Merrill Lynch Financial Advisor Graham John Bruce |
560 S Winchester Blvd #500, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.com |
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| Carol Hack - Thrivent |
2797 Park Ave Ste 204, Santa Clara, CA 95050 |
|
40824xxxx5 |
ale*************@t*******.com |
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| Gulati & Associates |
2350 Mission College Blvd # 1160, Santa Clara, CA 95054 |
|
40898xxxx0 |
ani*@g**************.com |
3 |
2 |
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|
| Allstate Insurance: Castro Valley Insurance Agency |
20980 Redwood Rd Ste 140 Castro Valley, CA 94546 |
|
51053xxxx8 |
a****00@a*******.com |
4.3 |
25 |
4 |
17 |
|
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| Steve Whitecar Dba |
46 N 2nd St, Campbell, CA 95008 |
|
40837xxxx3 |
|
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| Leal Financial Planning |
900 E Hamilton Ave #100, Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
5 |
4 |
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| Special Needs Planning Group |
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054 |
|
40863xxxx2 |
inf*@s***.org |
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48 |
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| Grassi Investment Management |
2350 Mission College Blvd #190, Santa Clara, CA 95054 |
|
65093xxxx0 |
buz**@g***********.com |
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| Lun Mai - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx6 |
cla*************@a***.com |
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| Merrill Lynch Financial Advisor Adela Lee |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
aar**********@s*****.com |
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| King Wealth Planning Inc |
2105 S Bascom Ave Ste 148, Campbell, CA 95008 |
|
40887xxxx9 |
cha****@k*********.com |
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268 |
10 |
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5 |
10 |
| Lee Michael Murphy - Investing and Retirement Planning |
15 W 5th St, Morgan Hill, CA 95037 |
|
40876xxxx9 |
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| Werba Rubin Papier | WRP Wealth |
1732 N First St St #220, San Jose, CA 95112 |
|
40854xxxx3 |
aru***@w********.com |
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| Ameriprise Financial |
1901 S Bascom Ave Ste 1200, Campbell, CA 95008 |
|
40855xxxx5 |
ame******************@a***.com |
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132582 |
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134659 |
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| Future Wealth LLC |
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40883xxxx0 |
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| Merrill Lynch Financial Advisor John R Kettmann |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx5 |
aar**********@s*****.com |
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| bestadvisorsinc |
632 E Olive Ave, Sunnyvale, CA 94086 |
|
87785xxxx5 |
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5 |
2 |
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| Khushvinder P. Singh CA Insurance Lic. # 0C09920 |
1731 Technology Dr Ste 400, San Jose, CA 95110 |
|
40845xxxx5 |
ksi***@f*.newyorklife |
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5 |
12 |
784 |
11 |
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| U.S. Bancorp Investments - Financial Advisors: Adam Perez |
1399 Foxworthy Ave, San Jose, CA 95118 |
|
40897xxxx8 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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| Merrill Lynch Financial Advisor Randall P Bane |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
ale*********@m*.com |
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| Davalos Financial Advisors of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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| Fidelity Investments |
851 E Hamilton Ave Suite 100, Campbell, CA 95008 |
|
80054xxxx0 |
aar********@f*******.com |
4 |
26 |
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329113 |
|
353000 |
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| Richard Bologna - Platinum Financial Services Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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| Pantheon Wealth Planning |
1754 Technology Drive 208, San Jose, CA 95110 |
|
40840xxxx2 |
fan**@p*********.com |
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89 |
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| Merrill Lynch Financial Advisor Michael J Burns |
560 S Winchester Blvd Ste 500, San Jose, CA 95128 |
|
40855xxxx9 |
aar**********@s*****.com |
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5 |
2 |
| Luke Chapple - Financial Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
ars***********@a***.com |
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| Kris Sorensen - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
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| Pioneer Financial Center |
3150 Almaden Expy #202, San Jose, CA 95118 |
|
40845xxxxxxx0 |
3d@p*********************.com |
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| U.S. Bancorp Investments - Financial Advisors: Annie Mai |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40822xxxx1 |
aar************@u*****.com |
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341231 |
3973 |
343791 |
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| Karen Turner - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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| Charles Schwab |
800 El Camino Real Suite #100, Menlo Park, CA 94025 |
|
65061xxxx0 |
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2 |
6 |
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| Mobius Financial Network |
2470 S Winchester Blvd Ste E Campbell, CA 95008 |
|
40887xxxx4 |
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1 |
2 |
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| Elevate Financial Solutions, LLC |
1275 S Winchester Blvd Ste C, San Jose, CA 95128 |
|
40889xxxx3 |
con****@e********.com |
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| 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 |
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| Edward Jones - Financial Advisor: Glynis A Wineinger |
12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070 |
|
40860xxxx5 |
and*******@c*************.ca |
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| Chris Johnson - Affinity Mortgage |
2542 S Bascom Ave Ste 185 Campbell, CA 95008 |
|
40840xxxx0 |
chr****@o**********.com |
5 |
13 |
5 |
27 |
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| Nancy Ubaldi - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx8 |
bre***********@u**.com |
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| Edelman Financial Engines (Corporate Office) |
3315 Scott Blvd 4th Floor, Santa Clara, CA 95054 |
|
40849xxxx0 |
aar*******@e**********************.com |
2.1 |
9 |
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18285 |
13 |
19613 |
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| MW Wealth Advisors |
5615 Chesbro Ave, San Jose, CA 95123 |
|
40886xxxx2 |
and***@m**************.com |
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| Lisa Koppanyi - Platinum Financial Services Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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| R&D Investments - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
bre***********@u**.com |
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| Tom Cochran - BancWest Investment Services Wealth Financial Advisor |
3081 McKee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Merrill Lynch Financial Advisor Eric Weitz |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.com |
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| Falcon Wealth Planning |
2570 N First St Suite 200, San Jose, CA 95131 |
|
85596xxxx6 |
ama***@f*******************.com |
4.7 |
14 |
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| 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 |
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169 |
|
169 |
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| Edward Jones - Financial Advisor: Christina Biagi |
2280 Lincoln Ave Suite 100, San Jose, CA 95125 |
|
40882xxxx0 |
and*******@c*************.ca |
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| Edelman Financial Engines |
3945 Freedom Cir #950, Santa Clara, CA 95054 |
|
83375xxxx3 |
aar*******@e**********************.com |
4.5 |
2 |
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18780 |
20 |
20000 |
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| Gateway Financial Advisors - Brian Lombardo, CFP, CPA |
2570 N First St Suite 200, San Jose, CA 95131 |
|
40872xxxx0 |
adm*****@g*************.com |
5 |
1 |
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| Andrew Minker - Financial Advisor, Ameriprise Financial Services, LLC |
2542 S Bascom Ave STE 135, Campbell, CA 95008 |
|
40855xxxx5 |
and************@a***.com |
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| Private Wealth Financial Partners |
2105 S Bascom Ave #300, Campbell, CA 95008 |
|
40887xxxx7 |
pwf********@l**.com |
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| Onesta Wealth Management, LLC |
900 E Hamilton Ave, Campbell, CA 95008 |
|
40878xxxx8 |
bri***********@f************.com |
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5 |
6 |
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40 |
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| TechGirl Financial |
155 E Main Ave #170, Morgan Hill, CA 95037 |
|
80058xxxx2 |
chr*******@t****************.com |
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| Justin Parkhurst - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
41544xxxx0 |
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| Morgan Stanley |
225 W Santa Clara St Ste 900, San Jose, CA 95113 |
|
40834xxxx5 |
aal*******@m************.com |
|
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61 |
111428 |
2981 |
126870 |
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| Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
3d@l****.ml |
3.5 |
2 |
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| Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 |
|
40891xxxx6 |
dns*****@a***.com |
|
3 |
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5 |
12 |
| Spear Financial & Insurance Solutions |
5250 Claremont Ave Ste 214 Stockton, CA 95207 |
|
20945xxxx7 |
con****@s*********.com |
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| FELICE PRICE CERTIFIED FINANCIAL PLANNER |
5633 San Juan Way Pleasanton, CA 94566 |
|
92542xxxx5 |
aad*****@s*********.com |
5 |
3 |
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|
| Alpha Wealth Management Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx6 |
bre***********@u**.com |
|
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| Kunio Okui, CPA |
Castro Valley, CA 94546 |
|
51086xxxx5 |
|
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1 |
1 |
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| Fireside Financial Planning |
1971 Hamilton Ave #6a, San Jose, CA 95125 |
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40837xxxx1 |
mik*@f***************.com |
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| Ruben Garcia Financial Group |
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40890xxxx4 |
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| Edward Jones - Financial Advisor: Tom Coombs |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40860xxxx2 |
a.j*********@e**********.com |
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83511 |
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92608 |
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| Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40896xxxx7 |
del***@s***************.com |
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| Mason & Mickens Financial Solutions Inc |
5201 Great America Pkwy Ste 320, Santa Clara, CA 95054 |
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40822xxxx4 |
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| Pi Wealth Plan LLC |
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41578xxxx1 |
cvb************@p****.dreamhost |
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| Carlton Pace - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
rbc*********@r**.com |
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| Lucie Honosutomo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
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12495 |
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| Wells Fargo Advisors |
550 S Winchester Blvd Ste 601, San Jose, CA 95128 |
|
40824xxxx0 |
ada*********@w*****************.com |
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| Syncis zcxprince |
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40883xxxx8 |
joh*@m**************.business |
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| Brian T Franklin - Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx3 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Daryl W Dehn |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
aar**********@s*****.com |
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| David Henderson |
5444 Thornwood Dr, San Jose, CA 95123 |
|
40897xxxx5 |
d.h********@w****************.net |
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| Investy Financial Services |
919 Story Rd #1200, San Jose, CA 95122 |
|
40885xxxx8 |
inf*@i********.com |
5 |
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| A Tm Specialists Inc. |
605 Macara Ave, Sunnyvale, CA 94085 |
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40872xxxx9 |
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| Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
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40828xxxx6 |
ask@p*************.com |
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356 |
19 |
359 |
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| Edward Jones |
263 Snell Ct, San Jose, CA 95123 |
|
40887xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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83125 |
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| Charles Schwab |
335 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx0 |
3d@c*****.schwab |
2.5 |
4 |
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| King Wealth Planning, Inc. |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx9 |
cha****@k*********.com |
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| Philip T Castaneda - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
rbc*********@r**.com |
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| Richard Woo - Financial Advisor, Ameriprise Financial Services, LLC |
2542 S Bascom Ave STE 135, Campbell, CA 95008 |
|
40855xxxx8 |
dns*****@a***.com |
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| James Park - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Jeff Migneault |
901 Campisi Way Ste 248, Campbell, CA 95008 |
|
40846xxxx0 |
and*******@c*************.ca |
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| Charles Schwab |
2407 Porter St #100, Soquel, CA 95073 |
|
83146xxxx0 |
nam*@e******.com |
3 |
4 |
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| High Valley Financial Planning Services |
1851 McCarthy Blvd STE 208, Milpitas, CA 95035 |
|
51087xxxx5 |
air***@h*************.com |
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| McAtee, Barbara |
1 Almaden Blvd, San Jose, CA 95113 |
|
40891xxxx0 |
3d@**w.ameriprise |
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132293 |
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134545 |
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| MainStreet Financial Planning, Inc |
236 N Santa Cruz Ave #106B, Los Gatos, CA 95030 |
|
88889xxxx3 |
*nn*@m*****************.com |
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370 |
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| Financial Planning Consultants |
333 W Santa Clara St Ste 830, San Jose, CA 95113 |
|
40828xxxx1 |
3d@**w.fpcllc |
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| Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
dns*****@a***.com |
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| Investor's Capital Management |
1100 Alma St Ste 200 Menlo Park, CA 94025 |
|
86696xxxx1 |
con******@f*******.com |
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4.5 |
3 |
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| Christopher D Loo - Financial Advisor, Ameriprise Financial Services, LLC |
8339 Church St Ste 204, Gilroy, CA 95020 |
|
40884xxxx8 |
chr**************@a***.com |
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| Silicon Valley Capital Partners |
1731 Technology Dr #810, San Jose, CA 95110 |
|
40823xxxx0 |
chr**@s***.com |
5 |
2 |
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| Sam Granato & Laura Leavitt |
1275 S Winchester Blvd Ste B, San Jose, Ca 95128 |
|
40824xxxx1 |
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2 |
| Empower Financial |
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40890xxxx4 |
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5 |
2 |
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| Merrill Lynch Financial Advisor Mitchell Fulton |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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| Ilbra Amirkhas - Allstate Agent |
730 E El Camino Real Ste D, Sunnyvale, CA 94087 |
|
40873xxxx6 |
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| Hynek Financial Adviser's |
333 W Santa Clara St # 606, San Jose, CA 95113 |
|
40899xxxx0 |
|
4.67 |
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| James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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| Dfco |
Mountain View, CA 94043 |
|
65096xxxx4 |
con****@d***.com |
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| Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
arn**********@a***.com |
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93 |
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97 |
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| Somorjai Marika Financial Planner |
21631 Stevens Creek Blvd Cupertino, CA 95014 |
|
40844xxxx7 |
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| Wells Fargo Advisors |
809 Cuesta Dr, Mountain View, CA 94040 |
|
65021xxxx0 |
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| Barbara Young - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx9 |
bre***********@u**.com |
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| DWR Wealth Management LLC |
1884 The Alameda, San Jose, CA 95126 |
|
40826xxxx0 |
rex@d*********.com |
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| Ting O'Connor |
560 S Winchester Blvd Ste 600, San Jose, CA 95128 |
|
40826xxxx1 |
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| Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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| Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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| Caruso Family Financial Advisors LLC |
4990 Speak Ln # 280, San Jose, CA 95118 |
|
40844xxxx6 |
use*@d*****.com |
5.02 |
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| Heckman Financial & Insurance Services Inc-HFIS |
333 W Santa Clara St 6th Floor, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
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100 |
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| Silicon Valley CPA & Associates |
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|
40847xxxx9 |
boo********@g****.com |
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| Creative Capital |
17705 Hale Ave, Morgan Hill, CA 95037 |
|
40877xxxx7 |
ccs*@c**************.com |
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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
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42 |
|
48 |
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| Emery Howard Portfolio Management |
333 Lorton Ave Burlingame, CA 94010 |
|
65057xxxx0 |
fra**@e**********.com |
|
8 |
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| Treasure for Tomorrow Financial Coaching |
|
|
40844xxxx9 |
joh*******@t******************.com |
|
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|
295 |
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| Merrill Lynch Wealth Management |
3075A Hansen Way, Palo Alto, CA 94304 |
|
65047xxxx8 |
bro*********@m*.com |
3 |
5 |
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| Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Jackson Thoreson |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
aar**********@s*****.com |
|
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| Merrill Lynch Financial Advisor Behrooz Ighani |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx3 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Aileen A Low, CFP® |
4966 El Camino Real STE 125, Los Altos, CA 94022 |
|
65056xxxx1 |
a.j*********@e**********.com |
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82874 |
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| Gryphon Financial Group |
855 Jarvis Dr, Morgan Hill, CA 95037 |
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3 |
2 |
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| Edward Jones - Financial Advisor: Shane Jacksteit |
298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086 |
|
40882xxxx4 |
and*******@c*************.ca |
5 |
2 |
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| Fireside Financial Planning |
1975 Hamilton Ave Ste 6A, San Jose, CA 95125 |
|
40837xxxx1 |
cb.*********@g****.com |
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| John Plaza |
835 Blossom Hill Rd #220, San Jose, CA 95123 |
|
40844xxxx0 |
inf*@f**********.com |
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83 |
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114 |
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| Investment House LLC |
1515 Lincoln Ave, San Jose, CA 95125 |
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40828xxxx3 |
joa***@y******************.com |
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| Morgan Stanley Financial Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
5 |
1 |
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| Michael Garber Financial Planning |
111 N Market St Ste 300, San Jose, CA 95113 |
|
40845xxxx8 |
853*************************************@w*****************.com |
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| David White & Associates |
3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583 |
|
92527xxxx0 |
ajo***@d***********.com |
4.5 |
4 |
4 |
4 |
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83 |
30 |
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| Raymond James Financial Services |
19960 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx3 |
aar************@r***********.com |
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| George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
ani*********@a***.com |
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396 |
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| LPL Financial |
1735 N First St UNIT 109, San Jose, CA 95112 |
|
40844xxxx8 |
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| Donald A. Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx8 |
don****@r**.com |
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12495 |
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| Darrell Shideler |
2021 The Alameda #390, San Jose, CA 95126 |
|
40898xxxx7 |
ale*************@t*******.com |
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3 |
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411910 |
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406026 |
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| Sequoia Financial Group |
987 University Ave Ste 8, Los Gatos, CA 95032 |
|
40839xxxx2 |
ach***@s****************.com |
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| Pay Power Solutions |
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87741xxxx2 |
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| Ketcham Capital |
951 Mariners Island Blvd Ste 300 San Mateo, CA 94404 |
|
65037xxxx0 |
joh******@k**************.com |
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| Lesley Lemessurier - Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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198 |
4 |
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| Emily Van Hoorickx - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
bre***********@u**.com |
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| Ting O’Connor - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx8 |
bre***********@u**.com |
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| Matthew Whitfield |
Danville, CO 94506 |
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| Edward Jones - Financial Advisor: Steve Duffy |
900 Lafayette St #503, Santa Clara, CA 95050 |
|
40824xxxx1 |
a.j*********@e**********.com |
5 |
3 |
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87601 |
|
100000 |
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| Financial Advisors | U.S. Bancorp Investments |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40822xxxx1 |
aar************@u*****.com |
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345772 |
5151 |
348000 |
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| Davin Lundgren - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dav*************@a***.com |
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| Wood Joyce K Certified Financial Planner |
3150 Almaden Expy San Jose, CA 95118 |
|
40897xxxx4 |
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| Rogers Investment Advisors LLC |
2975 Bowers Ave STE 107, Santa Clara, CA 95051 |
|
40821xxxx8 |
tim@r*************.com |
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| Castelli Financial |
236 N Santa Cruz Ave #240, Los Gatos, CA 95030 |
|
40883xxxx4 |
joh*******@c****************.com |
5 |
6 |
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| Davis Financial Management |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40834xxxx0 |
ali**@d******.com |
3.7 |
3 |
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3 |
2 |
| Eric Susantio - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx6 |
bre***********@u**.com |
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| Edward Jones - Financial Advisor: Rafe Ann Du Bois |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
|
40867xxxx0 |
a.j*********@e**********.com |
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83511 |
|
92128 |
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| Bay Area Financial Services |
12 S 1st St UNIT 816, San Jose, CA 95113 |
|
40828xxxx6 |
inf*@b***************.com |
5 |
1 |
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| Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC |
1999 S Bascom Ave # 700, Campbell, CA 95008 |
|
40887xxxx2 |
dns*****@a***.com |
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| Buckingham Strategic Wealth |
17190 Monterey Hwy # 202, Morgan Hill, CA 95037 |
|
80070xxxx5 |
adm**@b****************.com |
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529 |
3 |
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| Global Capital Wealth Management |
1048 Lincoln Ave, San Jose, CA 95125 |
|
40827xxxx7 |
maz***@g*****.com |
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| Merrill Lynch Financial Advisor Judy Y Klink |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx8 |
aar**********@s*****.com |
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| Charles Schwab |
10 E Hamilton Ave #800, Campbell, CA 95008 |
|
40834xxxx0 |
app*******************@s*****.com |
3.3 |
11 |
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| James Park - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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5 |
9 |
| Authentikos Advisory |
1295 E Dunne Ave Suite 215, Morgan Hill, CA 95037 |
|
87745xxxx7 |
bxx********@a**********.com |
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| Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dem*************@a***.com |
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| U.S. Bancorp Investments - Financial Advisors: Christian Tran |
127 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx8 |
aar************@u*****.com |
|
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348 |
339509 |
3700 |
341752 |
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| Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC |
3130 De La Cruz Blvd #128, Santa Clara, CA 95054 |
|
40898xxxx5 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor C Shawn Warthen |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx3 |
aar**********@s*****.com |
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| Stephen Lucero - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx8 |
bre***********@u**.com |
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| 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 |
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| Silicon Valley Investment Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx1 |
bre***********@u**.com |
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| Clarity Wealth Advisors |
2160 The Alameda A, San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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| Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx1 |
dns*****@a***.com |
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| Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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| California Private Wealth | LPL Financial |
Plaza West, 3031 Tisch Way #110, San Jose, CA 95128 |
|
66923xxxx0 |
inf*@c**************.com |
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24 |
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| Todd Jason Armer - Financial Advisor, Ameriprise Financial Services, LLC |
1999 S Bascom Ave #700, Campbell, CA 95008 |
|
40887xxxx2 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Jimmy Yip |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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| James Mann - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
adt***********@u**.com |
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| Davis Financial Management |
1395 Franklin St, Santa Clara, CA 95050 |
|
40834xxxx0 |
ali**@d******.com |
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| Hynek Financial Adviser's |
333 W Santa Clara St, San Jose, CA 95113 |
|
40899xxxx0 |
gay*******@l**.com |
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| Quang T. Phan, CFP - Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
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40853xxxx8 |
aar************@r***********.com |
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17178 |
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| Sumer Tatangelo - Financial Advisor, Ameriprise Financial Services, LLC |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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| J R Financial & Insurance Services |
2005 De La Cruz Blvd. Suite 13, Santa Clara, CA 95050 |
|
40864xxxx2 |
jam**@j****.com |
5 |
4 |
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132 |
10 |
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5 |
14 |
