Business List: Financial Planner in Houston, TX, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
Frost Bank 3304 W Sam Houston Pkwy S, Houston, TX 77042 71338xxxx0 a.-*************@f********.com 3.8 18 2356 158000
Granite Harbor Advisors 10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064
83246xxxx9 aus***@g************.com 5 23 94 2 105
Merrill Lynch Financial Advisor Patrick L Elkins 800 Capitol St, Houston, TX 77002
71365xxxx3 ban********************@m*.com
Bullogic Wealth Management 3571 Mustang Ridge Ln, Pearland, TX 77584
83254xxxx0 inf*@b*************.com 5 24
Wells Fargo Advisors 13201 Northwest Fwy, Houston, TX 77040 71346xxxx1
Houston Asset Management, Inc. 1800 West Loop S Ste 1980, Houston, TX 77027
71362xxxx4 bfr****@h***************.com 47 5500
Sergio Weitzman - Private Wealth Advisor, Ameriprise Financial Services 2100 West Loop S Ste 675, Houston, TX 77027
71395xxxx0 dns*****@a***.com
Wells Fargo Advisors 6430 San Felipe St, Houston, TX 77057 83225xxxx0
Carl F. Vincent and Associates - Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com 240 249
Thomas E Novosad - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx4 cla***********@a***.com 111 111
Osgood & Associates, P.C. 12 Greenway Plz Ste 1100, Houston, TX 77046
71342xxxx9 inf*@o**********.com 238
Buckingham Strategic Wealth 2415 Sunset Blvd Houston, TX 77005
71349xxxx0 ada***@b****************.com 7 657
Family Heritage Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027 71395xxxx9
Robert Maxwell - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx6 rbc*********@r**.com 14312 16000
Merrill Lynch Financial Advisor Bryan Azadian Leonard 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Substantial Financial Group, SFG 7611 Narcissus St, Houston, TX 77012 28189xxxx8
Samuel O Penni - Private Wealth Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 ant***********@a***.com 52 52
Sandra Ago - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx5 abc***@u**.com
Wells Fargo Advisors 4906 San Felipe St, Houston, TX 77056 71387xxxx7
Edward Jones - Financial Advisor: Gilberto R Pena, CFP® 7102 W Sam Houston Pkwy N Ste 215, Houston, TX 77040
71385xxxx1 a.j*********@e**********.com 122
Sheets Smith Investment Management 5600 NW Central Dr Ste 221 Houston, TX 77092
34686xxxx6 cbo****@s************.com
Merrill Lynch Financial Advisor Jared Holden 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 ale*********@m*.com
First Sterling Financial Advisors 1973 W Gray St Ste 18 Houston, TX 77019 71352xxxx9
Wells Fargo Advisors 3601 Eastex Fwy, Houston, TX 77026 71321xxxx0
Grass Capital LLC 12345 Jones Road, Suite 287-6, Houston, TX 77070
70272xxxx9 sup****@g***************.com
Mercer Advisors 5555 San Felipe St, Houston, TX 77056
80082xxxx2 aar********@m*************.com
Bayrock Financial 5000 Gulf Fwy Houston, TX 77023
83289xxxx0 car****@b***************.com
Prota Financial 1980 Post Oak Blvd Ste 100 Houston, TX 77056
71356xxxx1 inf*@p*************.com 159 161
Ace Accounting Services 8124 Long Point Rd, Houston, TX 77055
28197xxxx9 inf*@a**************.com 4 1
Triad Financial Services Inc 15333 John F Kennedy Blvd, Houston, TX 77032
28121xxxx2 aar*******@u**.com 229484
Mary Jane Dixon CPA CFP CSA 16830 Royal Crest Dr, Houston, TX 77058
28148xxxx4 dom************@h***.com 5 2 5 1
Sofia Hernandez - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
50387xxxx9 art**********@t*******.com
Hodgson CPA 22762 Westheimer Pkwy Ste 555 Katy, TX 77450
28139xxxx6 amb**@h*********.com
Edward Jones - Financial Advisor: Eric C Simon, CRPC™ 1225 North Loop W Ste 110, Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 40
Tom Drake, CIMA®, CRPC®, CEPA® - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx3 abc***@u**.com
Wells Fargo Advisors 13560 I 10 E, Houston, TX 77015 71363xxxx2
John Scarborough Houston Financial Advisor Houston, TX 77027 34676xxxx1 4.5 8 99 101
Wells Fargo Advisors 12200 Northwest Fwy, Houston, TX 77092 71320xxxx0
Park Place Financial 6750 W Loop S Suite 825, Bellaire, TX 77401
71366xxxx4 cma****@p*****************.co 4.7 14
Americana Partners 811 Louisiana St Suite 2420, Houston, TX 77002
71342xxxx2 ako****@a****************.com 139
Merrill Lynch Financial Advisor Chad H O'Donnell 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ale*********@m*.com
JAG Argueta 2100 Travis St St 650 Ste 650 Houston, TX 77002
71323xxxx2 bia***@j*****.com 5 58 1 1 623
Jay Gazzier - Branch Manager, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx7 car***********@a***.com
Kaena Farmer - Associate Financial Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71383xxxx1 dan************@a***.com
Gessner Wealth Strategies 1717 Saint James Pl, Houston, TX 77056
71358xxxx8 cta****@g**********************.com 246
Kemper Life 8799 North Loop E Ste 120, Houston, TX 77029
71367xxxx6 age************@k*****.com
Mark Ray Joffrion, CRPC - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx4 abc***@u**.com
Mitchell Jacobs - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71384xxxx0 dns*****@a***.com 7
Ameriprise Financial Advisors 5120 Woodway Dr Ste 10016 Houston, TX 77056 71397xxxx0
Mission Wealth 5444 Westheimer Rd Ste 1000 Houston, TX 77056
28132xxxx6 ach****@m************.com
Edward Jones - Financial Advisor: Liz Harden 5810 Wilson Rd Ste 240 Humble, TX 77396
28174xxxx4 a.j*********@e**********.com 5 1
Edward Jones 4306 Yoakum Blvd Ste 250, Houston, TX 77006
71380xxxx2 a.j*********@e**********.com 88228 101000
WealthKeepers Inc 50 Briar Hollow Ln, Houston, TX 77027 71346xxxx9
Wells Fargo Advisors 1300 Post Oak Blvd, Houston, TX 77056 71331xxxx9
Charles Schwab 700 Town And Country Blvd, Houston, TX 77024
71346xxxx0 aar********@s*****.com 138 277000
Independent Financial 4040 Washington Ave, Houston, TX 77007
71333xxxx0 adm**@i*********.com 2.5 8 3297 537 3400
Merrill Lynch Wealth Management 15375 Memorial Dr, Houston, TX 77079
28149xxxx4 ale*********@m*.com
Bessemer Trust Private Wealth Management Houston TX 109 N Post Oak Ln Suite 205, Houston, TX 77024
71380xxxx0 d*k*@b*******.com
Edward Jones - Financial Advisor: Jonathan S Wilder 11510 Space Center Blvd Ste F, Houston, TX 77059
83277xxxx8 a.j*********@e**********.com
Wells Fargo Advisors 9577 Jones Rd, Houston, TX 77065 28189xxxx7
Edward Jones - Financial Advisor: Nico E Ditges 4306 Yoakum Blvd Ste 250 Houston, TX 77006
71380xxxx2 a.j*********@e**********.com 95000
Wells Fargo Advisors 5440 El Dorado Blvd, Houston, TX 77059 28170xxxx8
Braxton Mouton - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 rbc*********@r**.com 249
Sun Life Financial 440 Louisiana St, Houston, TX 77002
71323xxxx0 aar*********@s******.com 9483 9500
Signature Wealth Management - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
71365xxxx3 abc***@u**.com
The College Money Guys 2000 N Lp W Ste 200 Houston, TX 77018
71342xxxx0 inf*@t******************.com 4.7 33 5 3
Houston Financial Wealth Management 2900 N Loop W, Houston, TX 77092
71388xxxx3 ale*********@v*****.com
Edward Jones - Financial Advisor: Daniel P Hemberger 2218 Northpark Dr Ste 110 Kingwood, TX 77339
28197xxxx4 a.j*********@e**********.com 5 3 5 1
Felicia Boudreaux - State Farm Insurance Agent 14901 SH 249 Ste 105 Houston, TX 77086
34651xxxx1 fel****@f***************.com 3.9 7 162 15 163
Ryan Firth - Mercer Street Financial 6750 West Lp S Ste 725 Bellaire, TX 77401
34670xxxx0 inf*@m*******.com
Old Course Investment Partners, LLC 2211 Norfolk St #360, Houston, TX 77098 71330xxxx0
Elton Wong - Associate Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx3 all********@a***.com 556 2 595
Wealth Management Group 14340 Torrey Chase Blvd, Houston, TX 77014
83237xxxx0 aar********@l**.com 20006 208 21000
Anthony Y. Choy & Co. CPA 6600 Sands Point Dr Ste 288 Houston, TX 77074
71398xxxx2 cpa@a**********.com 5 1 118 187
Edward Jones - Financial Advisor: Arlis K Steel 6204 Hwy 6 Missouri City, TX 77459
28140xxxx9 a.j*********@e**********.com 5 10 5 1
Wells Fargo Advisors 2714 Smith St, Houston, TX 77006 71352xxxx6
Brad Hinton - Associate Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx7 bra**********@a***.com
Kuttin Wealth Management - Ameriprise Financial Services 10000 Memorial Dr Ste 100B, Houston, TX 77024
71395xxxx7 ale*******************@a***.com
Legacy Asset Management Inc 1800 West Loop South, Suite 1980, Houston, TX 77027
71362xxxx4 bfr****@h***************.com 47 5500
Ameriprise Financial 2525 Bay Area Blvd Ste 640, Houston, TX 77058
28128xxxx1 ame******************@a***.com 132835 134000
Founders Group Inc 4635 Southwest Fwy Ste 162, Houston, TX 77027
71387xxxx9 pau*@f****.com
Edward Jones - Financial Advisor: Dat D Dao 5718 Westheimer Rd Ste 1425, Houston, TX 77057
71397xxxx2 a.j*********@e**********.com 22
Greenbriar Financial Services 801 Travis St, Houston, TX 77002
71365xxxx0 p.r*****@l**.com
The Gulf Coast Group - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx0 abc***@u**.com
Sallie Teninbaum - Ameriprise Financial Services 5151 San Felipe St Ste 2100 Houston, TX 77056
71326xxxx4 dns*****@a***.com 5 1
Edward Jones - Financial Advisor: Don Gaddy 12230 W Lake Houston Pkwy Ste 185, Houston, TX 77044
28143xxxx0 a.j*********@e**********.com 88228 101000
Devesh Pathak, CPA 9700 Richmond Ave Ste 127 Houston, TX 77042
83241xxxx6 add***********@d*****.com 3 2
Pennington, Darrell, AGT 11 Greenway Plz, Houston, TX 77046
71333xxxx2 all********@a***.com 2 594
Josh Beasley - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 avi**************@a***.com
Frost Bank 8502b Main St, Houston, TX 77025
71338xxxx0 a.-*************@f********.com 4 9 6
Thrasher & Associates, PC 3200 Southwest Fwy Ste 2150 Houston, TX 77027
71359xxxx9 car*@t**********.com 5 1
Wells Fargo Advisors 6255 Bissonnet St, Houston, TX 77081 71398xxxx2
Ameriprise Financial 790 W Sam Houston Pkwy N Ste 202, Houston, TX 77024 71357xxxx8
Carl F. Vincent and Associates - Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 bra****************@a***.com 240 251
Legacy Asset Management Inc 3411 Richmond Ave, Houston, TX 77046
71335xxxx1 ael****@l**********.com
ObamaCare Enrollment Center/ World System Builder 2500 E T C Jester Blvd Ste 242, Houston, TX 77008
28181xxxx6 inf*@a*********.com
Darrell Rosenthal, CIMA, CDFA - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx6 abc***@u**.com
Cray Martin - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx0 abc***@u**.com
Sabonghy David 11 Greenway Plz Ste 3000, Houston, TX 77046 71333xxxx6
AAA Houston Insurance and Member Services 3307 Sage Rd, Houston, TX 77056
87731xxxx2 aaa************@n*******.aaa 4 262 2.3 47
Kim Latimer - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
Promas Group 7322 Southwest Fwy, Houston, TX 77074 71398xxxx0
Outlook Wealth Advisors 1300 Rollingbrook Dr Ste 610 Baytown, TX 77521
28187xxxx5 ada**@o************.com 285
Wells Fargo Advisors 7302 Bellaire Blvd, Houston, TX 77036 71377xxxx6
Brent Garrett - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx4 dra*******@r**.com 678 820
Quantlab Financial 4200 Montrose Blvd, Houston, TX 77006 71380xxxx1 ada***@q*******.com
Edward Jones - Financial Advisor: Buddy Bailey 3201 Kirby Dr Ste 402 Houston, TX 77098
71352xxxx6 a.j*********@e**********.com 3.7 3
Healthcare Consultants 5920 Star Ln Houston, TX 77057
71344xxxx4 con*******@a*********.com 5 2 164 2600
Ameriprise Financial Advisors 3050 Post Oak Blvd Houston, TX 77056
71355xxxx0 ant*******@a***.com 1 1 132794 134000
Brian Anderson - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71372xxxx7 wms**********@r**.com 14758 16000
Edward Jones 11750 Katy Fwy, Houston, TX 77079
28149xxxx5 a.j*********@e**********.com 88285 101000
Linscomb & Williams 1333 West Loop S Ste 1500, Houston, TX 77027
71384xxxx0 aba*****@l****************.com 5 2
Richard Brent Dvorak - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
28121xxxx2 ada***********@a***.com 461 468
Edward Jones - Financial Advisor: Barry Dvoracek 11767 Katy Fwy Ste 490 Houston, TX 77079
28158xxxx4 a.j*********@e**********.com
Myrna Agris - Morgan Stanley 717 Texas St Ste 3050, Houston, TX 77002
71390xxxx2 acc**********@m************.com 4 2 393
Next Tax Advisors 3200 Wilcrest Dr Ste 480 Houston, TX 77042
83251xxxx7 joh*@n***********.tax
Trahan Financial Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71365xxxx2 abc***@u**.com
Creative Planning 800 Town and Country Blvd Suite 500, Houston, TX 77024
86627xxxx8 a.j******@c***************.com
Merrill Lynch Wealth Management 600 Travis St, Houston, TX 77002
71363xxxx3 and*************@m*.com
Safeguard Financial Services 11011 Richmond Ave Ste 183 Houston, TX 77042
34676xxxx1 joh*@s**************.com 5 4
Elias / Charles Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx0 abc***@u**.com
R Jeffrey Judah - Private Wealth Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 1503, Houston, TX 77042
71395xxxx0 bel**************@a***.com 47
Smart Advisor 708 Main St Houston, TX 77002 20353xxxx8
Wells Fargo Advisors 2494 Highway 6 S, Houston, TX 77077 28125xxxx0
Frost Bank 2443 Westheimer Rd, Houston, TX 77098 71338xxxx0 a.-*************@f********.com 2356 158000
Carl David Lewis - Financial Advisor, Ameriprise Financial Services 820 Gessner Rd Ste 1325, Houston, TX 77024
71333xxxx7 dav********@a***.com
Matthew Kardesch - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx3 and*************@a***.com 195 189
First Command 10700 Richmond Ave Ste 300, Houston, TX 77042
83251xxxx9 abe***@f***********.com 7405 217 7700
Frost Bank 13191 Northwest Fwy, Houston, TX 77040 71338xxxx0 a.-*************@f********.com 4 29 2356 158000
Houston Retirement Guy 9432 Katy Fwy Main Lobby, Houston, TX 77055
71396xxxx5 5 1
Diana Skerl - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
21271xxxx9 abc***@u**.com
Beacon Financial Planners, Inc. 2525 Robinhood St Suite 210, Houston, TX 77005
21482xxxx0
Crystal Garrett - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 abi**************@a***.com 474 545
Retirement Planners of Texas 12600 N Featherwood Dr Suite 120, Houston, TX 77034
83291xxxx0 ale******@r************.com 4 4 255 2 271
Duncan Financial Advisors L L C 11200 Richmond Ave Ste 260 Houston, TX 77082 28155xxxx8
Christopher Knapp, Robertson Stephens 3131 Eastside St Ste 105, Houston, TX 77098
34689xxxx2 abl**@r********.com 8 1000
Diane Halloway CPA/PFS, CFP 16850 Royal Crest Dr, Houston, TX 77058
28148xxxx8 4.2 6 3.7 3
Merrill Lynch Financial Advisor Christiane Copeland 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 bri************@b***.com
Wealth Enhancement Group - San Felipe St 5599 San Felipe St Houston, TX 77056
71362xxxx0 aba****@w****************.com 5 2
Prestage, La Vera, AGT 5100 Westheimer Rd, Houston, TX 77056
71358xxxx1 ame******************@a***.com 134000
Edward Jones - Financial Advisor: Danielle J. Bily 503 Fm 359 Rd Ste 150 Richmond, TX 77406
28134xxxx4 a.j*********@e**********.com 5 3 5 2
Jmc Investments Inc 8584 Katy Fwy, Houston, TX 77024 71346xxxx0
Branson Fowlkes & Company, Inc. 19 Briar Hollow Ln Ste 130, Houston, TX 77027
71378xxxx6 djo***@b*************.com
Edward Jones - Financial Advisor: Matt Albright 2 Greenway Plz Ste 130 Houston, TX 77046
71355xxxx1 a.j*********@e**********.com
Ameriprise Financial 10375 Richmond Ave, Houston, TX 77042
71326xxxx0 dns*****@a***.com
Wells Fargo Advisors 14001 Memorial Dr, Houston, TX 77079 28159xxxx9
Matthew Miller - Thrivent 19450 State Highway 249 Ste 150, Houston, TX 77070
28181xxxx1 abc*******@t*******.com
MVM Advisors 7043 Terrace Ridge, Katy, TX 77494
86683xxxx6 inf*@m**********.com 5 2 26
PlainsCapital Bank 2925 Richmond Ave Ste 200 Houston, TX 77098
71374xxxx1 aac****@p************.com 4 2 3843 209
Duhon Wealth Management Pearland, TX 77584
71390xxxx0 baf*****************************@s*****.wixpress
Edward Jones - Financial Advisor: Chris Anderson 1800 West Loop S Ste 1760, Houston, TX 77027
71395xxxx7 a.j*********@e**********.com 88227 101000
Roy William Wheeler - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx2 dns*****@a***.com
Frost Bank 2982 Fulton St, Houston, TX 77009
71338xxxx0 a.-*************@f********.com 4.3 4 2 17 3
Wells Fargo Advisors 14600 Katy Fwy, Houston, TX 77079 28149xxxx0 3
Weizman & Associates 10375 Richmond Ave Ste 1420, Houston, TX 77042 71395xxxx0
Petrus Retirement Planning 440 Louisiana St #900, Houston, TX 77002
83273xxxx0 4.9 103
The Fitzpatrick Group 1800 West Loop South St Ste 1800 Houston, TX 77027
71396xxxx0 aca*****@f******.com
Nancy Tellez - Thrivent 2424 Wilcrest Dr Ste 102, Houston, TX 77042
71372xxxx4 art**********@t*******.com
Jessica Redman - Registered Practice Associate, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 cfo****************@a***.com
Merrill Lynch Financial Advisor Stephen W Roberts 800 Capitol St, Houston, TX 77002
71365xxxx0 ban********************@m*.com
Wealth Design Group 3040 Post Oak Blvd Ste 400 Houston, TX 77056
28122xxxx0 ala***********@w****************.net
Herzog Investment Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 joh*******@c*.rbcwealthmanagement 14640 16000
Ergawealth Advisors 7880 San Felipe St, Houston, TX 77063 71378xxxx7 afu***********@e*********.com
Morgan Stanley Financial Advisors 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx0 acm***********@m************.com
Ameriprise Financial Inc 1800 Bering Dr, Houston, TX 77057
61267xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Christyna S Lewis 4794 W Bellfort St, Houston, TX 77035 71372xxxx0
Wells Fargo Advisors 5625 Fm 1960 Rd W, Houston, TX 77069 28144xxxx0
Frost Bank 701 Jefferson St, Houston, TX 77002
71338xxxx0 a.-*************@f********.com 154781 2538 157000
Wealth Creation Concepts 12727 Featherwood Dr Ste 119, Houston, TX 77034 28148xxxx2
Lynn Lane 11 Greenway Plz Ste 2700, Houston, TX 77046
83274xxxx0 aa@f***********.com 83021 1012 81000
Wells Fargo Advisors 2651 Kipling St, Houston, TX 77098 71342xxxx7
Tpkv Financial 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 aar**********@a***.com 540
Edward Jones - Financial Advisor: Patrick R Norfleet 7620 Cherry Park Dr Ste E, Houston, TX 77095 28185xxxx1
Fidelity Investments 6560 Fannin St Ste 200, Houston, TX 77030
80041xxxx1 a61****@f*******.com 4 9 330236 354000
Blue Trust | Houston Financial Advisors 952 Echo Ln # 430, Houston, TX 77024
71346xxxx0 aar********@b********.com 5 4 8 214
Edward Jones - Financial Advisor: Andrea N Flores 3355 W Alabama St #670, Houston, TX 77098
71342xxxx4 a.j*********@e**********.com 5 1
Wells Fargo Advisors 825 Town And Country Ln, Houston, TX 77024 34630xxxx2 and**********@w*****************.com 188697 190000
Vincent, Carl 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 ame******************@a***.com 134000
Edward Jones - Financial Advisor: Dennis D Sump 110 Vintage Park Blvd, Houston, TX 77070
28137xxxx7 a.j*********@e**********.com 88313 101000
Edward Jones - Financial Advisor: Kimson H Cao 5311 Kirby Dr Ste 100 Houston, TX 77005
71394xxxx0 a.j*********@e**********.com
TIAA Financial Services 6400 Fannin St Suite 2450/24TH Ste 2400 Houston, TX 77030
86684xxxx1 acc**********@t***.org 2 1 529 91000
Tiras Wealth Management - Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 aar**********@a***.com 477 547
Edward Jones - Financial Advisor: Mark Froggatt 5629 Fm 1960 Rd W Ste 310, Houston, TX 77069 28144xxxx9
Wealth Standard Financial 4101 Greenbriar Dr #236, Houston, TX 77098
71395xxxx7 joh*@w**********************.com 5 1
Guided Wealth Management 5718 Westheimer Ste 950A Houston, TX 77057
71373xxxx0
Allstate Personal Financial Representative: Mouzzam Abbasi 7915 Cypress Creek Pkwy Ste 235, Houston, TX 77070
83268xxxx0 a****00@a*******.com
New Heights Planning Houston, TX 77007
83278xxxx2 tre**********@n*****************.com
Edward Jones - Financial Advisor: Christyna S Lewis 3310 Katy Fwy #330, Houston, TX 77007
83228xxxx6 acc**********@e**********.com 49 6 52
Ahlers & Stoll Wealth Management 15311 Vantage Pkwy W. Suite 160, Houston, TX 77032
28199xxxx3 asa****@h****.net
Wells Fargo Advisors 22515 State Highway 249, Houston, TX 77070 28125xxxx0
Kelly Killough - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx5 kel***********@r**.com
Sierra Plan Choice Agency 6666 Harwin Dr Ste 560 Houston, TX 77036
71359xxxx7 dan***@g***************.com 192
Wells Fargo Advisors 2799 Fulton St, Houston, TX 77009 71322xxxx8
Rapid Settlements LTD 5051 Westheimer Rd Ste 1875, Houston, TX 77056 71385xxxx0 2112 2100 3.5 8
Khan, Rosin & Associates - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx3 cha**********@a***.com
The Kornmann Group - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 avi**************@a***.com
Ann Hundl - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
97954xxxx5 ann******@a***.com 55
Seeman & Holtz 4801 Woodway Dr Ste 300, Houston, TX 77056 71396xxxx8
The Walton Anderson Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71386xxxx2
Advisors Financial Group 4848 Loop Central Dr Ste 1005, Houston, TX 77081
71365xxxx2 bbe******@c*********************.com
Saunders William 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060 28197xxxx3
Bur Oak Wealth Management
83281xxxx4 ale*************@b*******.com 5 2
Earl E Allen,CPA,CFP 5322 W Bellfort St Ste 104 Houston, TX 77035
83274xxxx5 cin**@e***********.com 287272 118
John Heath - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx2 dan*******@r**.com 12804
Wells Fargo Advisors 5311 Weslayan St, Houston, TX 77005 71366xxxx2
Brian Dobrava - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
83228xxxx2 adm**@d***********.com
Chachere, Jennifer J, AGT 363 N Sam Houston Pkwy E, Houston, TX 77060
28193xxxx0 ame******************@a***.com 132690 134000
Merrill Lynch Wealth Management 17225 El Camino Real Ste 200, Houston, TX 77058
28121xxxx0 ale*********@m*.com 3 2
Pasadena Tax 2211 Spencer Hwy, Pasadena, TX 77502
71349xxxx6 joh*@j*********.com
Joseph Shemenski - Raymond James Houston, TX 77079
28167xxxx0 aar************@r***********.com 17510 18000
Fairway Independent Mortgage Corporation 3311 Richmond Ave Ste 329 Houston, TX 77098
71352xxxx3 cus************@f********.com 4.6 35 18328 1261 21000
Reveal Wealth Strategies - Ameriprise Financial Services, LLC 5718 Westheimer Rd Suite 1000, Houston, TX 77057
71326xxxx3 cor***********@a***.com 564
Financial Planner Houston 9307 Broadway Ste 325 Pearland, TX 77584 71393xxxx7
Merrill Lynch Financial Advisor Nestor J Vicknair 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 ann********@m*.com
Matt Catron - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx6 cha**********@a***.com
Zeller, Fred 1428 W Alabama St, Houston, TX 77006
71352xxxx0 dns*****@a***.com
Newton Newton Downs & Blair 6750 W Loop S Bellaire Blvd Ste 600 Bellaire, TX 77401
71366xxxx0 c18*****************************@s*****.wixpress 4 1
Edward Jones - Financial Advisor: Roy Salas 903 Fm 518 Rd Ste E Kemah, TX 77565
83286xxxx5 a.j*********@e**********.com
Goldman Sachs & Co 1000 Louisiana St Ste 550, Houston, TX 77002
71365xxxx0 aar***********@g***********.com 263934 306000
Vision Based Planning 3310 Katy Fwy Ste 340 Houston, TX 77007
71344xxxx2 ali*******@v******************.com
Beacon Financial Advisors Ltd 1800 Saint James Place # 101, Houston, TX 77056
71362xxxx1 a.h*****@b*****.com 1 1
Edward Jones- Financial Advisor: Richard Davis 28533 Spring Trails Rdg Ste 230 Spring, TX 77386
28135xxxx2 a.j*********@e**********.com 221 29 296
OneHouston Financial 2900 N Loop W #810, Houston, TX 77092
83254xxxx0 bgo****@o******************.com
Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA® 4794 W Bellfort Ave, Houston, TX 77035
71372xxxx0 a.j*********@e**********.com 5 3 101000
Independent Financial 1051 Cypress Creek Pkwy, Houston, TX 77090
71360xxxx0 adm**@i*********.com 3 6 3289 518 3400
Bitcoin Depot ATM Houston, TX 77061 67843xxxx4
Edward Jones - Financial Advisor: Michael A Cevallos 102 W 2nd St Deer Park, TX 77536
28147xxxx4 acc**********@e**********.com 88285 101000
Willis Johnson & Associates 5847 San Felipe St #1500, Houston, TX 77057
71343xxxx0 aca*****@w*****************.com 5 16
Fleetwood Financial Solutions Houston, TX 77079
28129xxxx9 dav**********@f**********.com
Palmer Consulting Inc 801 Travis St Ste 1600, Houston, TX 77002 71323xxxx5
Solid As Kept Sugar Land, TX 77478
71357xxxx5 mrj***********@g****.com 5 1
Frost Bank 628 E 11th St, Houston, TX 77008
71338xxxx0 a.-*************@f********.com 5 4 16 8
The Friedman-Sepolio Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 rbc*********@r**.com 243 249
Charles Schwab 2535 Bay Area Blvd, Houston, TX 77058
28148xxxx5 aar********@s*****.com 138 277000
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1104 1100
Kyndal Martin - Associate Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx5 all********@a***.com 556 2 595
Ameriprise Financial 1560 Bay Area Blvd, Houston, TX 77058
28128xxxx0 ame******************@a***.com 134000
Brad Bishop - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx0 abc***@u**.com
Simone Shammai - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx1 abc***@u**.com
Edward Jones - Financial Advisor: Bart L Reider 1020 Bay Area Blvd, Houston, TX 77058
28128xxxx4 a.j*********@e**********.com 88313 101000
Bsh Financial Services L 13502 Tutson Pl, Houston, TX 77085 71372xxxx6
Houstonian 4001 Tanglewilde St Apt 702, Houston, TX 77063 83257xxxx2 aai***@h*********.com 1 1
Dane Lee Everett - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx9 dan*********@a***.com
Paul William Koerner - Financial Advisor, Ameriprise Financial Services 9821 Katy Fwy Ste 840, Houston, TX 77024
71346xxxx0 dns*****@a***.com
David Covington - Associate Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 1503, Houston, TX 77042
71395xxxx0 cat**********@a***.com
Leigh-Erin Houston, TX 77002
28176xxxx5 inf*@l*********.com 5 5
Wes Pruitt - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx5 dra*******@r**.com 678 820
Cerity Partners 4900 Woodway Dr Ste 550 Houston, TX 77056
71362xxxx1 aad***@c*************.com
Safe Money with Scott Mann 1717 Saint James Pl Ste 365 Houston, TX 77056
71338xxxx7 inf*@s*********************.com 4.9 33 5 1
Matthew Miller - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28146xxxx8 dns*****@a***.com
Pls Loan Store 12601 Westheimer Rd, Houston, TX 77077
28159xxxx4 aar**@p*****.com 4.5 694 11609 730 11000
Elizabeth Gillean Lockwood - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx1 alb************@u**.com
Edward Jones - Financial Advisor: Shawn Nicol 5000 Bissonnet Bellaire, TX 77401
71366xxxx5 a.j*********@e**********.com 5 1 87358 99000
Ameriprise Financial 9805 Katy Fwy Ste 600, Houston, TX 77024
71395xxxx1 ame******************@a***.com 132657 134000
Brian Bergeron - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx2 joh*******@c*.rbcwealthmanagement
Steven Kalmus - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1104 4 1100
Frost Bank 4526 Dacoma St, Houston, TX 77092
71338xxxx0 a.-*************@f********.com 22
Nena Brackett - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Houston Wealth Management 1035 Dairy Ashford St #222, Houston, TX 77079 28137xxxx0 adm**@h********.com
RBC Wealth Management Branch - Houston Memorial 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0
U.S. Capital Wealth Advisors LLC 4444 Westheimer Rd Suite G500, Houston, TX 77027
71336xxxx0 bfo****@u********.com 3.3 9
Frost Bank 7502 Westheimer Rd, Houston, TX 77063 71338xxxx0 a.-*************@f********.com 3.4 16 2356 158000
Ivette Zuliani - Zuliani Insurance Houston, TX 77030
71383xxxx1
Synergy Wealth Partners 600 N Shepherd Dr Suite 200 Houston, TX 77007
71333xxxx9 joh*******@s*****.com
Critt Walton - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71386xxxx2 rbc*********@r**.com 16000
Kanos Capital Management, LLC 1217 S Shepherd Dr UNIT 200, Houston, TX 77019
71380xxxx0 inf*@k***********.com 5 1
Wealth Development Strategies 4203 Montrose Blvd Fl 5 Houston, TX 77006
71356xxxx0 abi***********@w**************************.com 5 1
Lone Star Financial Services 1415 North Loop W Ste 950 Houston, TX 77008 83270xxxx0
Merrill Lynch Financial Advisor Joe Guillory 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Morgan Stanley Wealth Management 1330 Post Oak Blvd, Houston, TX 77056
71396xxxx7 acm***********@m************.com
Principal Financial Group 1900 W Loop S Ste 650-A, Houston, TX 77027
71378xxxx8 a.w*****@w***************.com 3 254 516 269
ED Hardy Tax Services 3724 Cypress Creek Pkwy Ste 300j, Houston, TX 77068 28144xxxx8
Frost Bank 2240 Navigation Blvd Ste 400, Houston, TX 77003
71338xxxx0 a.-*************@f********.com 4.2 10 2013
Shashin Vora - Financial Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
71358xxxx4 ali***********@a***.com
The Marvel Firm 1824 Spring St, Houston, TX 77007
83276xxxx5 bri**@t******************.com 5 1
Dan Austin - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx3 dan*******@r**.com
Richard Renaudin - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx0 abc***@u**.com
Horizon Wealth Advisors 2603 Augusta Dr Ste 1400 Houston, TX 77057
71374xxxx0 cha****@h***************.com
Kingwood Investment Group 22001 Northpark Dr Ste 245 Kingwood, TX 77339
28135xxxx0 chr**************@t*****.com
Strategic Financial Group 3 Greenway Plz #1500, Houston, TX 77046
71340xxxx0 bra**@m*********.com 3.5 11
Joseph Lee Silva - Private Wealth Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
71395xxxx0 dns*****@a***.com 90
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1103 4 1100
Wells Fargo Advisors 3981 Barker Cypress Rd, Houston, TX 77084 28185xxxx9 6
Sanjay Pathak - Financial Advisor, Ameriprise Financial Services 2100 West Loop S Ste 675, Houston, TX 77027
71395xxxx0 dns*****@a***.com
Chad Hatten Advisors 1891 Congress St Houston, TX 77002 71324xxxx1 5 1
Securance Corporation 10205 Westheimer Rd Ste 1100 Houston, TX 77042
71397xxxx6 aar******@s************.com 4.8 32 5 1 63 177
Rathjen Consulting Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71395xxxx0 alb************@u**.com
Jeffrey Bibler - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
Matthew Shaw - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx4 dns*****@a***.com 57
Edward Jones - Financial Advisor: Marcelo Fallick 2600 S Gessner Rd Ste 102 Houston, TX 77063
71397xxxx7 a.j*********@e**********.com 5 3
Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx7 alb************@u**.com
Edward Jones 17131 Westheimer Rd, Houston, TX 77082 28156xxxx7 a.j*********@e**********.com 88227 101000 5 1
Edward Jones - Financial Advisor: Karen Hollingsworth 2126 Bay Area Blvd, Houston, TX 77058
28128xxxx1 a.j*********@e**********.com 99000 1 1
Carl Lambert and Lindsay Lambert 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71365xxxx3 lin************@r**.com 125 128
Decker Consulting 7660 Woodway Dr Ste 200, Houston, TX 77063 71378xxxx4 dan@d********.com
Merrill Lynch Financial Advisor Jeffrey D Mccurry 800 Capitol St, Houston, TX 77002
71365xxxx2 ale*******@m*.com 5 1
GGC Group 6601 S Braeswood Blvd Houston, TX 77096
83226xxxx4 jon*****@g***********.com 73 265
Frost Bank 1001 Broadway St, Houston, TX 77012 71338xxxx0 a.-*************@f********.com 4.4 24
Beacon Financial Planning 2525 Robinhood St, Houston, TX 77005
28195xxxx2 aca****@b**********************.com
Albert Okagbue, CPA 2616 S Lp W Ste 602 Houston, TX 77054
83284xxxx5 alb***@o*********.com 4.3 6 339 342
Wells Fargo Advisors Financial Network 12621 Featherwood Dr Ste 242, Houston, TX 77034 28148xxxx0 aar********@w*******.com 3 2
Alex Swisher - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 ale*********@a***.com 1104 4 1100
Guggenheim Partners 1301 McKinney St # 3105, Houston, TX 77010
71330xxxx0 a.j********@g*****************.com 5 1
FCA Corp: Wealth Management and Financial Planning 791 Town and Country Blvd #250, Houston, TX 77024
71378xxxx6 aco**@f******.com 5 1
Perceptive Wealth Advisors 5444 Westheimer Rd Suite 1000, Houston, TX 77056
71357xxxx2 amo*@p***************.com 32
David Moss - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 dav*******@a***.com
Houston, TX Branch Office - UBS Financial Services Inc. 1000 Main St 26th Fl, Houston, TX 77002
71365xxxx2 abc***@u**.com
Edward Jones - Financial Advisor: Robert A Sitton 18455 W Lake Houston Pkwy, Ste 150 Humble, TX 77346
28181xxxx4 a.j*********@e**********.com 5 1 330
Bickham-Tabb Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71394xxxx6 abc***@u**.com
Brian Brown - Financial Advisor at NM 1 Riverway Ste 900 Houston, TX 77056
71326xxxx5 ann********@n*.com 78 78
DSA Financial Group 3200 Southwest Fwy Ste 3300 Houston, TX 77027
28172xxxx1 bas**@d****************.com
Frost Bank 6545 Highway 6 N, Houston, TX 77084
71338xxxx0 a.-*************@f********.com 9 3 2
TDECU University of Houston 4455 University Dr Ste 144, Houston, TX 77204
80083xxxx4 aka***@t****.org 3 23 21110 1574 21000
Lancaster Wealth Management 19500 State Highway 249, Houston, TX 77070 28188xxxx5 5 1
North Trust Consulting Group 1940 Fountain View Dr Houston, TX 77057
88882xxxx1 inf*@n***.world
Navina Wealth - Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
71358xxxx4 ali***********@a***.com
Jeff Clawson - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71365xxxx8 wms**********@r**.com 14142 16000
The Kornmann Group - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 avi**************@a***.com
Next Financial 1330 Post Oak Blvd, Houston, TX 77056 71396xxxx5 abe***@n************.com 435
William Charles Stratton - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Kingsley K Davis - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83235xxxx9 dns*****@a***.com
Edward Jones - Financial Advisor: Deborah D Saurage 5538 S Peek Rd Katy, TX 77450
28137xxxx5 a.j*********@e**********.com 1 1 101
Financial Advisor Houston 8588 Katy Fwy # 320, Houston, TX 77024
71366xxxx0 4.5 8 102
Steward Partners 5847 San Felipe St Ste 700, Houston, TX 77057
28161xxxx5 aar***********@s**************.com 10814 19 10000
William M Probe - Financial Advisor, Ameriprise Financial Services, LLC 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx6 wil************@a***.com 35
Wells Fargo Advisors 2800 Woodridge Dr, Houston, TX 77087 71364xxxx0
Frost Bank 600 W Sam Houston Pkwy N Ste 730, Houston, TX 77024 71338xxxx0 a.-*************@f********.com 154767 2548 157000
Chiron Financial LLC 1301 Mckinney St, Houston, TX 77010
71392xxxx0 ala*****@c************.com
AB CPA Tax & Advisory 4600 Highway 6 N Ste 312 Houston, TX 77084
71348xxxx4 5 1
CFO Wealth Management - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 cfo****************@a***.com 724 727
The Cornerstone Financial Group - Morgan Stanley 2800 Post Oak Blvd 18th Fl, Houston, TX 77056 71396xxxx0
Merrill Lynch Private Wealth Advisor Tyler Lane 800 Capitol St, Houston, TX 77002
71363xxxx7 ale*********@m*.com
Ey 1401 Mckinney St #2400, Houston, TX 77010
71375xxxx0 abd**********@e*.com 4 18 552071 567000
Edward M Gardner 2519 South Blvd Ste 100, Houston, TX 77098
28186xxxx1 ed@e***************.com 290 15 5 7
Frost Bank 8360 Long Point Rd, Houston, TX 77055
71338xxxx0 a.-*************@f********.com 4.1 9 2 157000
Allstate Personal Financial Representative: James Simmons 550 Westcott St Ste 445, Houston, TX 77007
71341xxxx7 a****00@a*******.com
Morgan Stanley Wealth Management 1301 Mckinney St, Houston, TX 77010
71365xxxx0 aar***********@m***********************.com 5 1
Harwin Income Tax & Insurance 5700 S Gessner Rd Ste E1 Houston, TX 77036 83280xxxx3 4.2 5 4 1
Fircroft Inc 1160 Dairy Ashford Rd, Houston, TX 77079
71323xxxx0 aa@f*******.com
Rick S. Friedman - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 rbc*********@r**.com 249
Frost Bank 13630 East Fwy Ste 300, Houston, TX 77015 71338xxxx0 a.-*************@f********.com 4.2 5 7 6
Robert Ware - World Financial Group 10700 Richmond Ave Suite 107 Houston, TX 77042
97280xxxx6 dns******@a*******.com
Wells Fargo Advisors 600 Travis St, Houston, TX 77002 71322xxxx0 a-w***************@w*****************.com 188361 189000
Woodway Financial Advisors 10000 Memorial Dr Ste 650, Houston, TX 77024
71368xxxx0 hv9********@n**********************************.com 110 10 131
InfiniteYou: Life Insurance Solutions 2800 Post Oak Blvd Ste 4100 Houston, TX 77056
71358xxxx8 joh*******@i**************.com 5 3
Dale R Scofield - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1104 3 1100
CORDA Investment Management, LLC 8955 Katy Fwy Ste 200, Houston, TX 77024 28140xxxx1
Wealth Development Strategies, LLC 3555 Timmons Ln Suite 910, Houston, TX 77027
71381xxxx3 abi***********@w**************************.com 5 4
Outlook Wealth Advisors 20333 Highway 249 Ste 200 Houston, TX 77070
28120xxxx6 ada**@o************.com 284
BTN Partnership - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx2 alb************@u**.com
Rashonner Lillie - Private Wealth Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
83237xxxx6 cor***********@a***.com 562
Wilkinson Financial 6601 Cypresswood Dr Ste 232 Spring, TX 77379
80878xxxx1 1 2
Edward Jones - Financial Advisor: Matthew D Spradley 3709 Center St Ste B Deer Park, TX 77536
28147xxxx7 acc**********@e**********.com 5 2
Merrill Lynch Financial Advisor Patricia Wenzel 800 Capitol St, Houston, TX 77002
71365xxxx9 ann********@m*.com
Inwood Wealth Advisors - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx5 abc*******@u**.com
Tiffany D Akre - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx9 avi**************@a***.com 229
Wells Fargo Advisors 2 Houston Ctr, Houston, TX 77010
71385xxxx0 cor*********@w*****************.com 188361 189000
Wells Fargo Advisors 12859 Kimberley Ln, Houston, TX 77024 71346xxxx7
Concert Financial Planning, LLC 2950 N Loop W, Houston, TX 77092
71380xxxx2 con****@c**************.com
Martin Wheeler - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com 3 53 54
Dana Bives - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
51269xxxx6 cla************@a***.com 259 8 250
David Aigner, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx6 abc***@u**.com
Amber Williams - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 amb*************@a***.com
Wells Fargo Advisors 8607 Westheimer Rd, Houston, TX 77063 71378xxxx3
PLS Financial 6237 Bellaire Blvd, Houston, TX 77081 71377xxxx6 aar**@p*****.com 4.5 736 11608 731 11000
Harry Christopher III - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx4 abc***@u**.com
First Command Financial Advisor - Shaune Sanders 10700 Richmond Ave Ste 300, Houston, TX 77042
83251xxxx9 abe***@f***********.com 2
Edward Jones - Houston Financial Advisor - Bill Thorne 14745 Memorial Dr Houston, TX 77079
28158xxxx4 a.j*********@e**********.com 5 99000
Houston First Financial Group 6300 W Loop S Suite 406, Bellaire, TX 77401
71380xxxx6 chi***************@c**************.com 197 4 199
Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx2 abc***@u**.com
My Retirement Edge 1415 Antigua Ln, Houston, TX 77058
28150xxxx6 inf*@m***************.com 5 6
Wells Fargo Advisors 10009 Almeda Genoa Rd, Houston, TX 77075 34644xxxx9
The MCC Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx7 abc***@u**.com
Going Financial 1502 Augusta Dr, Houston, TX 77057
71397xxxx1 jgo***@s*************.com 4 2
Edelman Financial Engines 1885 Saint James Pl Ste 1340, Houston, TX 77056
83375xxxx3 aar*******@e**********************.com 18782 20 20000
Stephanie Hartman - Registered Practice Associate, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx3 dns*****@a***.com
King Property Management 720 N Post Oak Rd Ste 605 Houston, TX 77024
71395xxxx5 bar*****@k****.com 1.6 39
Wealth Development Strategies LLC 4203 Montrose Blvd Ste 500, Houston, TX 77006
71356xxxx0 abi***********@w**************************.com
Brogdon Financial Solutions 10205 Westheimer Rd Ste 500, Houston, TX 77042
71393xxxx0 iru***@c*****.com
Edward Jones Investments- Financial Advisor: John Kaleh 3939 Washington Ave Ste 202, Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 100000
Paradise Wealth Management Group (PWMG) - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx1 abc***@u**.com
Wells Fargo Advisors 4888 W Bellfort Ave, Houston, TX 77035 71372xxxx1
LKJ Financial 3000 Weslayan St Ste 274, Houston, TX 77027
71384xxxx4 ada***@l***********.com 133 2 162
Telamon Financial Advisors - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
Frost - Cullen Financial Center 701 Jefferson St, Houston, TX 77002
71338xxxx0 ab.******@f********.com 154817 2520 157000
Merrill Lynch Wealth Management 2366 College Green Dr, Houston, TX 77058
71331xxxx7 aas***********@m*.com
Wells Fargo Advisors 2464 S Kirkwood Rd, Houston, TX 77077
28155xxxx5 a-w***************@w*****************.com 187946 189000
Sri Accounting 10235 W Little York Rd Ste 245 Houston, TX 77040
71320xxxx6 c18*****************************@s*****.wixpress 5 1
Brighton Jones Houston, TX 77046
71323xxxx0 acc*******@b************.com
Ameriprise Financial Advisors 9821 Katy Fwy Ste 210, Houston, TX 77024
71346xxxx0 ame******************@a***.com 132657 134000
Edward Jones - Financial Advisor: Lance O Murphy 3201 Kirby Dr Ste 402, Houston, TX 77098 71352xxxx6
Frost Bank 3500 Little York Rd Suite B-1a, Houston, TX 77093
71338xxxx0 ab.******@f********.com 3.4 10 12
Afte Financial Services 9445 W Little York Rd, Houston, TX 77040
71385xxxx0 cod**@a******.com 4.3 17 159 21 167
Edelman Financial Engines 1331 Gemini St Ste 200-A, Houston, TX 77058
83375xxxx3 aar*******@e**********************.com 3 3 18782 20 20000
Faith Financial Planners 14019 Southwest Fwy Sugar Land, TX 77478 28149xxxx4
First Command Financial Advisor - Chris Hughes 16821 Buccaneer Ln Ste 223, Houston, TX 77058
83251xxxx9 abe***@f***********.com 293 296
Markos Pappas - Financial Advisor, Ameriprise Financial Services 3605 Katy Fwy Ste 105, Houston, TX 77007
71349xxxx0 dns*****@a***.com 3 2
Bank of Texas 500 Chimney Rock, Houston, TX 77056
71370xxxx0 and*********@b**********.com 4.1 26 4.5 4 6287 6400
Echo Financial 2425 West Lp S, Houston, TX 77027
83231xxxx2
Edward Jones - Financial Advisor: Aaron Sprague 14041 Memorial Dr, Houston, TX 77079
28158xxxx0 a.j*********@e**********.com 88313 101000
Wells Fargo Advisors 6821 Harrisburg Blvd, Houston, TX 77011 71351xxxx5
Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx0 bra****************@a***.com
Wells Fargo Advisors 1500 Waugh Dr, Houston, TX 77019 71328xxxx1
Frost Bank 4321 W Sam Houston Pkwy N Ste 100, Houston, TX 77043
71338xxxx0 a.-*************@f********.com 5 2 5 157000
Cheryl Peschke - Raymond James 580 Westlake Park Blvd Ste 500, Houston, TX 77079
28167xxxx0 aar************@r***********.com 17517 18000
Ameriprise Financial Services Inc 9821 Katy Fwy, Houston, TX 77024
71346xxxx0 ame****************@e*.ameriprise 134000
Merrill Lynch Financial Advisor Jason Whitley 800 Capitol St, Houston, TX 77002
71365xxxx7 bri************@b***.com
Linscomb Wealth 1333 W Loop S Suite 1500, Houston, TX 77027
71384xxxx0 her*****@l*************.com 5 2 138
Wells Fargo Advisors 7071 Highway 6 N, Houston, TX 77095 28185xxxx7
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC 5718 Westheimer Rd Suite 1000, Houston, TX 77057
71326xxxx5 cra**************@a***.com 5 2
Dvorak-Assoc-Ameriprise Financial 2525 Bay Area Blvd, Houston, TX 77058
28128xxxx1 cla************@a***.com 435 444
Rowley, Christopher, AGT 5151 San Felipe St, Houston, TX 77056
71326xxxx8 ame******************@a***.com 134000
Avidian Wealth Solutions 800 Town and Country Blvd #220, Houston, TX 77024
28182xxxx0 dav**********@a************.com 5 7 18 504
Nationwide Cash Flow 11807 Westheimer Rd, Houston, TX 77077 88842xxxx4
Daniels, Randy, AGT 1428 W Alabama St, Houston, TX 77006
71352xxxx0 ame******************@a***.com 132657 134000
Wells Fargo Advisors 9702 Bellaire Blvd, Houston, TX 77036 71377xxxx1
Liberty Partners Capital Management 13722 Office Park Dr Ste B Houston, TX 77070
83298xxxx2
Truscott Wealth Management - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx1 abc***@u**.com
Edward Jones - Financial Advisor: Craig J Sims 13347 Jones Rd, Houston, TX 77070
83223xxxx1 a.j*********@e**********.com 100000
PNC Private Bank 2001 Kirby Dr, Houston, TX 77019
71396xxxx7 abu**@p**.com 351921 9083 354000
Nationwide Specialty Finance 5715 North Fwy, Houston, TX 77076
71369xxxx5 alb****@d*************.com 591 10000
Robert Pulliam - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com
Koerner, Paul, AGT 9821 Katy Fwy, Houston, TX 77024
71346xxxx0 ame******************@a***.com 132690 134000
Gabrielle Baker - Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
71395xxxx0 dns*****@a***.com
Jeffrey Chen - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 cfo****************@a***.com 724 727
Baird Private Wealth Management 4400 Post Oak Pkwy Ste 2790, Houston, TX 77027
80079xxxx2 bbu***@r******.com 5 1 8167 958 8700
Allen Baker - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx6 all********@a***.com
Merrill Lynch Financial Advisor Matthew H. Logan II 800 Capitol St, Houston, TX 77002
28170xxxx9 ale*********@m*.com
Edward Jones - Financial Advisor: Alexandre Murphy 13140 Memorial Dr Houston, TX 77079
71346xxxx7 a.j*********@e**********.com
Anthony S Hensley - Financial Advisor, Ameriprise Financial Services 9821 Katy Fwy Ste 840, Houston, TX 77024
71346xxxx0 ant**************@a***.com
Ameriprise Financial 4200 Westheimer Rd Ste 110, Houston, TX 77027 83223xxxx7 ame******************@a***.com 132691 134000
Independent Financial 3900 Essex Ln Ste 100, Houston, TX 77027 71360xxxx0
Lampe and Son 11110 N Eldridge Pkwy, Houston, TX 77065 28197xxxx0 ada*@l************.com 5 1
Edward Jones - Financial Advisor: Stephen L Ulsh 1110 Nasa Pkwy Ste 202, Houston, TX 77058
28121xxxx2 a.j*********@e**********.com 107
Stavis & Cohen Financial 1330 Post Oak Blvd Ste 2190, Houston, TX 77056
71327xxxx0 doe****@s*************.com
Akif CPA 4151 Southwest Fwy Ste 630 Houston, TX 77027
71345xxxx0 adn**@a******.com 5 3
John McIntyre - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx1 wms**********@r**.com 16000
Reap Financial Group 12835 Veterans Memorial Dr, Houston, TX 77014 28144xxxx7
Barbara Paige - Financial Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
34670xxxx4 bar**********@a***.com 115 117
Smith, Penni, Rippey, Cunningham & Associates - Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 ant***********@a***.com
Frost Bank 1 Blvd Place, Houston, TX 77056
71338xxxx0 ab.******@f********.com 4.1 10 7 46 7
Stratam Private Wealth - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Pat P Patterson 15840 Fm 529 Rd, Houston, TX 77095
28155xxxx9 a.j*********@e**********.com 100000
Edward Jones - Financial Advisor: Jason F Munoz 1617 S Fry Rd Katy, TX 77450
28182xxxx1 acc**********@e**********.com 5 1 88327 101000
Edward Jones - Financial Advisor: Thuy T Ngo 10001 Westheimer Rd Ste 2970 Houston, TX 77042
71326xxxx0 a.j*********@e**********.com 34
Allstate Personal Financial Representative: Tosin Komolafe 6100 S Greenpark Dr Ste A, Houston, TX 77072
83243xxxx7 a****00@a*******.com 11
Edward Jones 3201 Kirby Dr Ste 402, Houston, TX 77098
71352xxxx6 a.j*********@e**********.com
Black Huthnance - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx8 abc***@u**.com
TIAA Financial Services 6400 Fannin St Ste 2450, Houston, TX 77030
86684xxxx1 bco******@t********.org 90954 535 91000
Ameriprise Financial 2425 West Loop S Ste 200, Houston, TX 77027 71329xxxx2
Ellen Mallay - Lincoln Financial Advisors 1330 Post Oak Blvd Ste 2800, Houston, TX 77056
71355xxxx5 pet**********@a***.com 278 280 5 1
Jacobson Lawrence & Company 11231 Richmond Ave Ste D103 Houston, TX 77082
71390xxxx3 con****@p*************.org 3.7 3 3
The Mutual Fund Store 12149 Fm 1960 Rd W Ste G Houston, TX 77065
28189xxxx0
Charles Schwab 4200 Westheimer Rd ste 100, Houston, TX 77027
71349xxxx8 eri************@s*****.com 3 18
Riviera Finance 8410 N Sam Houston Pkwy W, Houston, TX 77064
71396xxxx0 aan*@r*************.com 4.8 106 1
Ameriprise Financial 3050 Post Oak Blvd Ste 1710, Houston, TX 77056 71355xxxx0 ame******************@a***.com 132714 134000
Luminate - Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1099 4 1100
Wells Fargo Advisors 11105 Westheimer Rd, Houston, TX 77042 71378xxxx2 16
Merrill Lynch Financial Advisor Robert C Eger 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com 3 1
Wells Fargo Bank 2005 Taylor St Houston, TX 77007
28140xxxx0 aar*********@w*********.com 1 3 153203 11
O’Connor & Associates 2200 N Loop W Fwy Ste 200 Houston, TX 77018
71329xxxx0 aam****@p*******.com 2.2 339 863 112 942
Steve Moss - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx1 abc***@u**.com
Strategic Financial Services 4545 Bissonnet St Suite 284, Bellaire, TX 77401
28182xxxx2 5 1
Craig Hoffman - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx1 cho*****@a***.com
Greenbriar Financial Services No Houston Address, Houston, TX 77001
71365xxxx0 p.r*****@l**.com
Outlook Wealth Advisors 11757 Katy Fwy Ste 1300 Houston, TX 77079
28187xxxx5 ada**@o************.com 284
Mariner 1800 Bering Dr Ste 250, Houston, TX 77057
71334xxxx0 aar********@m********************.com 5 2
Sallie Teninbaum - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 dns*****@a***.com
The DePaula Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Pennington Wealth Management - Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 all********@a***.com 555 2 592
cSquared Wealth 2700 Post Oak Blvd Ste 1700 Houston, TX 77056
71347xxxx3 c.b******@c*************.com
Torero Financial 635 W 19th St Suite 260, Houston, TX 77008
83228xxxx6 mat**********@t**************.com
Edward Jones - Financial Advisor: David J Boldger Richmond, TX 77469 5 1
The Carrie Potter Group 5225 Katy Fwy Ste 230 Houston, TX 77007
71398xxxx0 cpo****@c****************.com
Edward Jones - Financial Advisor: Michael V Williams 6830 E Sam Houston Pkwy N, Houston, TX 77049
28143xxxx6 a.j*********@e**********.com 88313 101000
River Oaks Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx6 and************@u**.com
Stratam Private Wealth - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
One Oak Wealth Management 2001 Kirby Dr #775, Houston, TX 77019
28154xxxx8 jan*****@o***********.com 5 6
David Riggs - Private Wealth Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 1503, Houston, TX 77042
71395xxxx0 cat**********@a***.com 302 307
Navneet Pahal - Private Wealth Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
71358xxxx4 ali***********@a***.com
Wells Fargo Advisors 9898 S Gessner Rd, Houston, TX 77071 71348xxxx3
Wells Fargo Advisors 7846 Long Point Rd, Houston, TX 77055 71381xxxx0
Edward Jones - Financial Advisor: Christyna S. Lewis 9601 Katy Fwy Ste 380 Houston, TX 77024
83258xxxx7 a.j*********@e**********.com 6
Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Bering Dr # 105, Houston, TX 77057
71340xxxx1 dns*****@a***.com 5 24
Ubs 1000 Main St, Houston, TX 77002
71365xxxx5 aar*******@u**.com 242000
Merrill Lynch Wealth Management 1001 Fannin St Ste 2100, Houston, TX 77002 71365xxxx0 aas***********@m*.com
Hamilton Financial Planning Williams Tower, 2800 Post Oak Blvd STE 4100, Houston, TX 77056
34620xxxx0 alv**@h************************.com
PKF Texas 5847 San Felipe St, Houston, TX 77057
71386xxxx0 a@p*******.com 258 66 292
Edgar Hull, CRPS - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
71365xxxx3 abc***@u**.com
Intrua Financial 3737 Buffalo Speedway Suite 400, Houston, TX 77098
71335xxxx0 aly***@i*****.com
Merrill Lynch Wealth Management 3700 Buffalo Speedway Ste 100, Houston, TX 77098
71399xxxx8 ale*********@m*.com
Sutton, , Schantz Group - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 and*********@a***.com
John MacDonald CPA PLLC 950 Echo Ln Ste 200 Houston, TX 77024
71346xxxx2 joh*@j******.com 100 93
Crutchfield Capital Corp 516 S Post Oak Ln, Houston, TX 77056 71396xxxx2 bck@c*****************.com
LTD Financial 7322 Sw Freeway Ste. 1600, Houston, TX 77074 80074xxxx0 aba*****@l*****.com 1 3
Houston, TX Branch Office - UBS Financial Services Inc. 4400 Post Oak Pkwy Ste 1700, Houston, TX 77027
80053xxxx6 abc*******@u**.com
PNC Private Bank 2200 Post Oak Blvd, Houston, TX 77056
88876xxxx6 abf*****@p**.com 351591 9432 354000
Ameriprise Financial 815 Walker St Ste 1403, Houston, TX 77002 71355xxxx1 dns*****@a***.com
Jacqueline Warner - Associate Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx3 all********@a***.com 555 2 591
Merrill Lynch Financial Advisor Daniel A Levitt 800 Capitol St, Houston, TX 77002
71365xxxx8 ale*********@m*.com
Frost Bank 4606 N Shepherd Dr, Houston, TX 77018
71338xxxx0 a.-*************@f********.com 3.7 23 2013
Susan Sau-Chung Wong-Andrus - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx3 abc***@u**.com
The Drake Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx1 dra*******@r**.com 678 819
Najafi Financial Services 3801 Kirby Dr Ste 330, Houston, TX 77098 71380xxxx2 joh*@n**************.com
UBS International Division, Houston, TX - UBS Financial Services Inc. 4400 Post Oak Pkwy Ste 1800, Houston, TX 77027
88820xxxx4 abc***@u**.com
Jalin Casares - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 all********@a***.com
Marc Sancton - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
83220xxxx3 wms**********@r**.com 12804
David E Hamblin, CPA Houston, TX 77058 5 4
The Goff Financial Group 11 Greenway Plz Ste 1425, Houston, TX 77046
71385xxxx0 ele*****@g************.com 54
Chandel Strickland - Thrivent 2424 Wilcrest Dr Ste 102, Houston, TX 77042
71397xxxx3 art**********@t*******.com 323 2 339
Andrew Brereton - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
40453xxxx3 and************@a***.com
Merrill Lynch Wealth Management 8773 Katy Fwy, Houston, TX 77024
71372xxxx1 ale*********@m*.com
Ameriprise Financial 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 ame******************@a***.com 134000
Tudor Pickering Holt & Co 1111 Bagby St, Houston, TX 77002
71333xxxx0 aal***@t****.com
Bank of Texas 5500 Kirby, Houston, TX 77005
71321xxxx7 al**@b**********.com 4.3 32 6293 6400
Ameriprise Financial 11200 Richmond Ave Ste 650, Houston, TX 77082
71360xxxx0 ame******************@a***.com 134000
Scott Bowers - Financial Advisor, Ameriprise Financial Services 800 Bering Dr Ste 105, Houston, TX 77057
71340xxxx2 ari*********@a***.com 81
Money Management International 12603 Southwest Fwy Ste 450 Stafford, TX 77477
87725xxxx3 ada********@m**************.org 3.6 24
Leslie B. Fox - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx7
Hearn, Dale 14550 Torrey Chase Blvd, Houston, TX 77014 28144xxxx2
Arete Advisors Houston, TX 77057
71382xxxx3 adv***@a*************.net 120
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 aud***********@a***.com 5 3 1104 4 1100
Oak Harvest Financial Group 920 Memorial City Way Suite 150, Houston, TX 77024
28131xxxx3 all****@o***********.com 4.9 47 2202 82 2200
JAG 2100 Travis St Ste 650 Houston, TX 77002
71323xxxx2 bia***@j*****.com 5 58
John Landers, CIMA, CFP - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Chris Rowley - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx8 cro****@a***.com 338
Partners Advisors 1800 Saint James Pl Ste 210, Houston, TX 77056 71358xxxx3
Frost Bank Financial Center 1200 Smith St, Houston, TX 77002 71338xxxx0
Bruce Mc Gaugh - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx9 bru**********@a***.com
Edward Jones - Financial Advisor: Eric C Simon 1225 N Lp W Ste 110 Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 40
Edward Jones - Financial Advisor: Eric Fontenot, CFP® 357 W 19th St, Houston, TX 77008
71386xxxx0 a.j*********@e**********.com 5 1 99000
American Express 2525 Bay Area Blvd, Houston, TX 77058
28128xxxx1 aar**@a**************.com 79
Pinnaclereach Wealth Advisors - Ameriprise Financial Services 10375 Richmond Ave Ste 1503, Houston, TX 77042
71395xxxx0 cat**********@a***.com
Clear Financial Solutions Inc 1517 San Jacinto St, Houston, TX 77002
71378xxxx6 ala*@c**************.com 107
Ameriprise Financial 17350 State Highway 249, Houston, TX 77064
28180xxxx6 ame******************@a***.com 134000
Fidelity Investments 15600 Southwest Fwy, Sugar Land, TX 77478 28131xxxx3 a61****@f*******.com 3.5 20 1.3 7
McKinney Capital Management 8 Greenway Plz Ste 1105, Houston, TX 77046
71388xxxx1 inf*@r************.com 264 24 278
RLSA Management Houston, TX 77065
34623xxxx2
Daniel Sobarzo - Financial Advisor, Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx6 cla*********@c************************.com
William M Probe - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx6 dns*****@a***.com 31 35
Wells Fargo Advisors 11725 S Sam Houston Pkwy E, Houston, TX 77089 28146xxxx0
Encore Interests 3355 W Alabama St, Houston, TX 77098
71378xxxx8 joh*@e**************.com
Wells Fargo Advisors 12941 N Fwy, Houston, TX 77060 28187xxxx0
Independent Financial 9601 Katy Fwy Ste 100, Houston, TX 77024 71360xxxx5 adm**@i*********.com 3.7 9 3288 503 3400
Edward Jones - Financial Advisor: Byron E Sepulveda 1225 S Lp W Ste 110 Houston, TX 77054
71395xxxx9 a.j*********@e**********.com 41
The Martin Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx0 abc***@u**.com
Bruno Interlandi - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
34671xxxx6 adm**@d***********.com 632 650
Edward Jones - Financial Advisor: Jeremy Harris 6807 Alum Rock Ln Houston, TX 77048
31432xxxx9 a.j*********@e**********.com
Edward Jones - Financial Advisor: Ashlee Reiszner 1800 W Lp S Ste 1760 Houston, TX 77027
71395xxxx7 a.j*********@e**********.com 88285 101000
Go & Flood - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Callender Family Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx6 abc***@u**.com
Gapinski Huggins Group of Raymond James 500 Dallas Street, Suite 3400, Houston, TX 77002
71357xxxx0 aar************@r***********.com 5 2 18000
Wells Fargo Advisors 1000 Louisiana St Ste 1200, Houston, TX 77002
71385xxxx0 abc*******@w*****************.com 42 188000 189000
Allstate Personal Financial Representative: Robert Budavich 9739 N Houston Rosslyn Rd, Houston, TX 77088
71341xxxx3 a****00@a*******.com
Nafa Partnership 11200 Westheimer Rd Ste 510, Houston, TX 77042 28157xxxx0
Wells Fargo Advisors 2824 Hillcroft St, Houston, TX 77057 83225xxxx3
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 ash*************@a***.com 1102 1100
RBC Wealth Management Branch - Houston Galleria 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx0 16
Credit Card Merchant Services 525 N Sam Houston Pkwy E STE 408A, Houston, TX 77060 28154xxxx0 5 1
Morgan Stanley Wealth Management 2800 Post Oak Blvd, Houston, TX 77056
71396xxxx0 aar***********@m***********************.com
First Command Financial Advisor - Andrew Hemingway 10700 Richmond Ave Ste 300, Houston, TX 77042
83251xxxx9 abe***@f***********.com 212 7600
Edward Jones - Financial Advisor: Leslie Corley 17171 Park Row Ste 365, Houston, TX 77084 28171xxxx5
Michael Dawson and Stephen Cordill - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx6 abc***@u**.com
Portfolio Advisory Council, L.L.C 3 Greenway Plz # 1776, Houston, TX 77046
71357xxxx5 aow***@p**********.com 5 2
Nxt:Gen Financial Planning 3231 Allen Pkwy, Houston, TX
ash***@n*******.com 5 4 2 462
MILLER, SWOPE & ASSOCIATES - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx1 car***********@a***.com
American Financial 10375 Richmond Ave Ste 1368, Houston, TX 77042 71326xxxx0
Morgan Stanley Wealth Management 5051 Westheimer Rd, Houston, TX 77056
71396xxxx0 aar***********@m***********************.com
Peterson CPA Firm 339 E Parkwood Ave, Friendswood, TX 77546
28148xxxx0 che**********@c**********.com 4.5 10 3.3 4
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 aar**********@a***.com 477 547
Wells Fargo Advisors 6990 Highway 6 N, Houston, TX 77084 28185xxxx4
Paul Comstock Partners 6363 Woodway Dr, Houston, TX 77057
71397xxxx4 ali*****************@p*******************.com
The Theobald Evans Group 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71365xxxx9 rbc*********@r**.com 14142 16000
Jonathan Hoyme - Thrivent 19450 State Highway 249 Ste 275, Houston, TX 77070
28135xxxx4 art**********@t*******.com 411538 401000
Osgood & Associates 3200 Southwest Fwy, Houston, TX 77027 71340xxxx0
Wells Fargo Advisors 1301 Mckinney St, Houston, TX 77010
71365xxxx9 aar**********@w*********.com 153875 11
Merchant's Choice Card Service 10406 Lake Rd, Houston, TX 77070 71346xxxx0
Federico Schoenhofer - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71340xxxx7 abc***@u**.com
Merrill Lynch Financial Advisor Bradley B. Dennison 800 Capitol St, Houston, TX 77002
71365xxxx1 ale*******@m*.com
ViaQuest Insurance Services, LLC 17225 El Camino Real Ste 250 Houston, TX 77058
28133xxxx9 abi****@v****************.com 5 1
Ameriprise Financial Services, Inc 2525 Bay Area Blvd, Houston, TX 77058
28146xxxx6 ame******************@a***.com 134000
Edward Jones - Financial Advisor: Brandon Duran 2 Greenway Plz Ste 130, Houston, TX 77046 71355xxxx1 a.j*********@e**********.com 88227 101000
Brackett Martin Wealth Management - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx8 abc*******@u**.com
Cain M Cunningham - Financial Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 ant***********@a***.com 27
Wells Fargo Advisors 11102 Scarsdale Blvd, Houston, TX 77089 28146xxxx0
Edward Jones - Financial Advisor: Quincy V Harden 15302 Stuebner Airline Rd, Houston, TX 77069
28158xxxx8 a.j*********@e**********.com 88313 101000
Ameriprise Financial 325 Heights Blvd, Houston, TX 77007
71370xxxx2 ame******************@a***.com 134000
Greg Eknoyan - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx0 abc***@u**.com
Lacour Financial Services, Inc. 2537 S Gessner Rd Ste 203, Houston, TX 77063
83289xxxx6 a@m************.com 309 2 307
Alexis Williams - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 ale**************@a***.com
James E Boston 2525 Bay Area Blvd Ste 640, Houston, TX 77058 28121xxxx0
CFO Wealth Management - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
71326xxxx4 cfo****************@a***.com 728 731
Crystal Maxwell - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx7 alb************@u**.com
The Credit Agents 11211 Katy Fwy Ste 309 Houston, TX 77079
28175xxxx0 aar**@t**************.com 2.5 40 12664 330 13000
BayRock Financial Friendswood, TX 77546
83289xxxx0 car****@b***************.com 180
Oaks Wealth Management 1225 N Loop W Fwy #825, Houston, TX 77008
28188xxxx5 hol**@o*****.com 332 5 339
Frost Bank 9990 Almeda Genoa Rd Suite 500, Houston, TX 77075
71338xxxx0 ab.******@f********.com 5 4 14 61 18
Edward Jones - Financial Advisor: Josh Hohenstein 11767 Katy Fwy, Houston, TX 77079
28187xxxx0 a.j*********@e**********.com 100000
Merrill Lynch Wealth Management 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com 4 4
Edward Jones - Financial Advisor: Samuel L. Goodfriend 3310 Katy Fwy Ste 330 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com
Turtur Company 4900 Woodway Dr Ste 690 Houston, TX 77056 71362xxxx3 1 1
Edward Jones - Financial Advisor: Alexander Apelles 7700 San Felipe St Ste 490 Houston, TX 77063
71326xxxx7 a.j*********@e**********.com 88285 101000
Edward Jones - Financial Advisor: Randall Zare 1800 W Lp S Ste 1760 Houston, TX 77027
71395xxxx7 a.j*********@e**********.com 101000
Wells Fargo Advisors 6783 Highway 6 S, Houston, TX 77083 28156xxxx4
Merrill Lynch Wealth Management 1221 McKinney St, Houston, TX 77010
71375xxxx0 aar*************@m*.com
Janna Hurd - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
28141xxxx1 adm**@d***********.com
Doliver Advisors 6363 Woodway Dr Ste 763, Houston, TX 77057
71391xxxx7 bre***@d**************.com
Over Mont Consulting 3100 Weslayan St, Houston, TX 77027 71359xxxx0 c@o*******.com 4.5 34 1006 33 1100
Whitby Toby 7500 San Felipe St, Houston, TX 77063
71378xxxx5 abd**************@l***********.com
John Dunegan - Thrivent 5600 NW Central Dr Ste 285, Houston, TX 77092
71399xxxx9 ale*************@t*******.com
Merrill Lynch Financial Advisor Rebecca J Rush 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*********@m*.com
JP Advising Humble, TX 77396 83235xxxx1 jpa**********@i*****.com 4.8 4
Advanced Financial Concepts 2411 Fountain View Dr, Houston, TX 77057
71357xxxx1
Stephen Hernandez - Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
71395xxxx0 dns*****@a***.com 2 451
Andrew Williamson, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx8 abc***@u**.com
Andy Grijalba - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
86326xxxx1 abc*******@t*******.com
Frost Hr Consulting 5555 San Felipe St Ste 850, Houston, TX 77056 71362xxxx0
Frost Bank 1500 North Wayside Drive, Houston, TX 77020 71338xxxx0 a.-*************@f********.com 3.9 14 2
Houston Retirment Income Planners 5120 Woodway Ste 9029 Houston, TX 77056
71362xxxx2
Ameriprise Financial 10375 Park Meadow Dr, Houston, TX 77089
30322xxxx0 ame******************@a***.com 132659 134000
Reveal Wealth Strategies - Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71326xxxx3 cor***********@a***.com 571 638
Charles W. Rawl & Associates 2700 Post Oak Blvd Ste 1700 Houston, TX 77056
71380xxxx4 can****@c*****.com
Wells Fargo Advisors 8750 Highway 6 S, Houston, TX 77083 28193xxxx0
Discovery Point Wealth Advisors - Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
28121xxxx2 ada***********@a***.com 461 468
David Wegenke - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
ZeusLending.com 3104 Edloe St Ste 210 Houston, TX 77027
71327xxxx7 ans****@z**********.com 4.1 27 604 33000
Selah Financial Services, Inc. 1550 W Bay Area Blvd Ste 101 Friendswood, TX 77546
28199xxxx0 adv*****@s******.com 3.7 7 206
Edward Jones - Financial Advisor: John Kaleh 602 Sawyer St Ste 440 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 5 2 7 550
Wells Fargo Advisors 4800 W Bellfort Ave, Houston, TX 77035 71372xxxx1
Action Mortgage 5100 Westheimer Rd Ste 200 Houston, TX 77056
30158xxxx0 ate*@a*************.net 1 1 140
Harry Bucalo, CRPS - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx9 abc***@u**.com
Columbia Financial Advisors 12 Greenway Plz Ste 700 Houston, TX 77046 71362xxxx7
THE PHP AGENCY 800 W Sam Houston Pkwy S, Houston, TX 77042 71338xxxx1
Rethink Wealth 3040 Post Oak Blvd Ste 1150, Houston, TX 77056
83230xxxx0 bra**********@r************.com 160
Dellinger, Bickham, Jackman and Gaitz Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx7 abc***@u**.com
M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx4 abc***@u**.com
Mark Katz - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx0 alb************@u**.com
Hensley, Birney & Associates - Ameriprise Financial Services 9821 Katy Fwy Ste 840, Houston, TX 77024
71346xxxx0 dns*****@a***.com
First Command District Advisor - Jim McNair 10700 Richmond Ave Ste 325, Houston, TX 77042
83251xxxx9 abe***@f***********.com
Merrill Lynch Financial Advisor Vidal H. Ramirez II 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Beyond Financials 5408 Darling St Unit A, Houston, TX 77007 71367xxxx8
Parker Financial Advisors 14800 St Marys Ln, Houston, TX 77079
83247xxxx5 adm**@p************.com
Turner, Hogan, Allen Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx1 abc***@u**.com
Agata Kubis - Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
71395xxxx0 aga********@a***.com 150 153
Stacy Larsen Crews - Financial Advisor, Ameriprise Financial Services 1120 Nasa Pkwy Ste 220, Houston, TX 77058
28153xxxx9 dns*****@a***.com
The Aigner Perry Financial Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx6 abc***@u**.com
Cypress Tax Solutions 23244 NW Fry Cypress, TX 77429
71390xxxx0 bft******@w******************.com 4.1 26 1 1 53 506
Joanne L Resh 3700 W Sam Houston Pkwy S Ste 400, Houston, TX 77042
71396xxxx8 dom***@b*********.com 168354 128 189000
Abundo Wealth 3217 Montrose Blvd Suite 228, #5, Houston, TX 77006
61250xxxx6 and***@a***********.com 5 56
Been Legacy Wealth Advisors 3707 Westcenter Dr Ste 200 Houston, TX 77042 28123xxxx6
Edward Jones - Financial Advisor: Matt Steger 21707 Kingsland Blvd Ste 102 Katy, TX 77450
28182xxxx8 a.j*********@e**********.com 5 3 1 1 62
Edward Jones - Financial Advisor: Kristi L Trevino 2563 Bay Area Blvd, Houston, TX 77058 28128xxxx1 a.j*********@e**********.com 88227 101000
Legacy Visions Wealth Management 4828 Loop Central Dr Ste 1000, Houston, TX 77081
83243xxxx3 lho*****@l**************.com 229
Tiras Wealth Management-Ameriprise Financial Services 11 Greenway Plz, Houston, TX 77046
71333xxxx0 aar**********@a***.com 474 544
Morgan Stanley Private Wealth Advisors 845 Texas Ave Ste 1810, Houston, TX 77002
28165xxxx0 acc**********@m************.com
Larry Boyd - Financial Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83237xxxx2 dns*****@a***.com
Bauer Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx1 abc***@u**.com
Bryan Mesa - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
28163xxxx3 adm**@d***********.com
Crutchfield Capital 2700 Post Oak Blvd Ste 975, Houston, TX 77056 71351xxxx4
LaMotta Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx3 abc***@u**.com
Living Water Financial 9800 Centre Pkwy, Houston, TX 77036 91620xxxx9
Quick Money #01 4700 Telephone Rd, Houston, TX 77087
71345xxxx2 dja**@s****************.com 3.4 17 2374 3 2300
Britt Kornmann - Branch Manager, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 avi**************@a***.com 223 227
Merrill Lynch Wealth Management 20 Greenway Plz, Houston, TX 77046
83268xxxx1 aas***********@m*.com
Nathan G Birney - Financial Advisor, Ameriprise Financial Services 9821 Katy Fwy Ste 840, Houston, TX 77024
71346xxxx0 dns*****@a***.com
Merrill Lynch Wealth Management 700 Louisiana St, Houston, TX 77002
71324xxxx0 abu**@b************.com
Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services 800 Bering Dr Ste 105, Houston, TX 77057
71340xxxx1 ari*********@a***.com 2 185
Kalyani Sanghavi - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx2 cfo****************@a***.com 724 727
Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA® 6575 W Loop S Suite 280, Bellaire, TX 77401
71366xxxx5 a.j*********@e**********.com 5 1
Segment Wealth Management 3040 Post Oak Blvd Ste 1725 Houston, TX 77056
71380xxxx0 bri**********@s********.com
Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ 602 Sawyer St Ste 440, Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 540 7 547
Edward Jones - Financial Advisor: Nico E Ditges, CFA® 4306 Yoakum Blvd Ste 250, Houston, TX 77006
71380xxxx2 a.j*********@e**********.com 5 1
Edward Jones 9225 Katy Fwy Ste 425, Houston, TX 77024
71398xxxx0 a.j*********@e**********.com 88229 101000 5 1
Randall C Sutton - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx6 ath***********@a***.com
Andrew McGee - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx7 abc***@u**.com
Edward Jones - Financial Advisor: Mike Ragsdale 7700 San Felipe St Ste 490 Houston, TX 77063
71326xxxx7 a.j*********@e**********.com
Bentele Owens Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx0 abc***@u**.com
Jay Campbell - Associate Manager, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 dns*****@a***.com 226 235
AIG Valic 16650 Greenbriar Plaza Dr Houston, TX 77060 28187xxxx2 1 3
Davis-Moody Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx5 abc***@u**.com
Vincent Sentmore - Financial Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com
Penn Mutual South- Houston Location 4203 Montrose Blvd 5th Floor, Houston, TX 77006 71356xxxx0 dxx**@p**************.com
Houston Financial Center 675 Bering Dr #575, Houston, TX 77057
71321xxxx5 apu****@h*********************.com 5 1
Joseph DePaula, CPWA - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx5 abc***@u**.com
Fishbein Financial Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71365xxxx8 alb************@u**.com
Fidelity Investments 12532 Memorial Dr, Houston, TX 77024
80057xxxx1 a61****@f*******.com 4.5 24 328999 352000
Mel Gross Advisers Financial Group 4848 Loop Central Dr #1005, Houston, TX 77081
71362xxxx3 bbe******@c*********************.com
Charles Schwab 947 Gessner Rd Ste A260, Houston, TX 77024
71346xxxx9 aar********@s*****.com 3.6 14 264986 139
The Fortney Group - UBS Financial Services Inc. Town Centre One 750 Town And Country Blvd., Houston, TX 77024
71396xxxx3 abc***@u**.com
St. Luke's Episcopal Hospital ATM 6720 Bertner Ave, Houston, TX 77030
80051xxxx8 a.-*************@f********.com 2356 158000
Edward Jones - Financial Advisor: Francisco Llamosa 5615 Kirby Dr Ste 410, Houston, TX 77005 71352xxxx5
Zachary Silverman, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx5 abc***@u**.com
First Command Financial Advisor - Steve Williams 10700 Richmond Ave Ste 300, Houston, TX 77042
83251xxxx9 abe***@f***********.com 212 7600
Merrill Lynch Financial Advisor Marc P Walsh 800 Capitol St, Houston, TX 77002
71365xxxx1 ban********************@m*.com 5 1
Altruvista Wealth 3555 Timmons Ln, Houston, TX 77027
28182xxxx6 ali*******@a***************.com 279 7 281
Nightingale, Chick, AGT 363 N Sam Houston Pkwy E, Houston, TX 77060
28193xxxx0 ame******************@a***.com 132690 134000
Michael Guerra - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
83224xxxx1 adm**@d***********.com
Houston, TX Branch Office - UBS Financial Services Inc. 4400 Post Oak Parkway 16th And 17th Floor, Houston, TX 77027
71394xxxx0 abc***@u**.com
Manske Wealth Management 1010 N San Jacinto St #200, Houston, TX 77002
71358xxxx4 adm**@m***********.com 5 2
Obamacare Enrollment Center/ Lopez Zuniga Financial Solutions 1608 Warwick rd., Houston, TX 77093 83285xxxx3
Thompsen Edna J 12707 North Fwy, Houston, TX 77060
28187xxxx0 e.t*******@a**.net
Edward Jones - Financial Advisor: Alfredo Balvanera 7700 San Felipe St, Houston, TX 77063
71326xxxx7 a.j*********@e**********.com 92
Merrill Lynch Wealth Management 5775 N Sam Houston Pkwy W, Houston, TX 77086
28186xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Kent A Beard 1500 S Dairy Ashford Houston, TX 77077
28149xxxx5 a.j*********@e**********.com 1 1 99000
Edward Jones - Financial Advisor: Chris L Ames, AAMS™ 18338 Kingsland Blvd Ste 200, Houston, TX 77094
28149xxxx2 a.j*********@e**********.com 88228 101000 1 1
Merrill Lynch Wealth Management 20333 State Highway 249 Ste 550, Houston, TX 77070
28137xxxx0 aas***********@m*.com
Wendell De Grange - Financial Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71326xxxx0 dan************@a***.com
Ameriprise Financial 13623 Perry Rd, Houston, TX 77070
28189xxxx8 dns*****@a***.com
Ross Hoeting Financial Advisor 8000 W Tidwell Rd Houston, TX 77040 51390xxxx5
Bill Rippey - Financial Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 ant***********@a***.com
Steven A. Herzog - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 ste************@r**.com 14312 16000
Salter Multiservice 14550 Torrey Chase Blvd Ste 270 Houston, TX 77014
83235xxxx1 inf*@s*****************.com 11 5 1 78 78
Mark A Rogers - Financial Advisor, Ameriprise Financial Services 1331 Gemini St Ste 202, Houston, TX 77058
71362xxxx6 cyn**********@a***.com
Merrill Lynch Financial Advisor Jennifer C Nix 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Josh Beasley - Financial Advisor, Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 avi**************@a***.com
Ameriprise Financial 2425 S Loop W Ste 200, Houston, TX 77054
71329xxxx2 ame******************@a***.com 132657 134000
Advance Consulting Group Inc 9112 N Broadway St, Houston, TX 77034 83246xxxx5
Edward Jones - Financial Advisor 13140 Memorial Dr, Houston, TX 77079
71346xxxx7 a.j*********@e**********.com 88313 101000 5 1
Mayanah Financial - A Dave Ramsey ELP 10190 Katy Fwy #460, Houston, TX 77043
85562xxxx4 inf*@t*********.com 5 150 1380 529 1300
Christopher Michael Perry - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx7 abc***@u**.com
M Financial Services 11131 W Little York Rd, Houston, TX 77041 83268xxxx7 5 1
World Financial Advisors 5177 Richmond Ave. Suite 318, Houston, TX 77056
71377xxxx0 jle****@w*********************.com
Tph Partners 1111 Bagby St, Houston, Tx 77002
71333xxxx7 a.b******@t****.com
Robertson Wealth Management 919 Milam St, Houston, TX 77002
71362xxxx7 inf*@r**************.com 5 1
American Express Financial Advisors 1375 Richmond Ave Ste 1503 Houston, TX 77006 71395xxxx0
Pavan Varshney - Financial Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
90450xxxx5 ali***********@a***.com
Buzby, Charles, AGT 10375 Richmond Ave, Houston, TX 77042
71395xxxx0 ame******************@a***.com 134000
Patricia Sayyah - UBS Financial Services Inc. 2525 Bay Area Blvd, Houston, TX 77058
28170xxxx4 abc***@u**.com
The Arbitrage Group 3401 Louisiana St Ste 238, Houston, TX 77002 71352xxxx7
Ameriprise Financial Advisors 815 Walker St Ste 1403 Houston, TX 77002 71355xxxx1 3 2
Jason Roberts - Private Wealth Advisor, Ameriprise Financial Services 9821 Katy Fwy Ste 840, Houston, TX 77024
71346xxxx0 dns*****@a***.com
Allworth Financial 1800 W Loop S Suite 1980, Houston, TX 77027
71362xxxx4 all************@a****************.com 5373 47 5500
Ameriprise Financial Advisors - Weitzman And Associates 9805 Katy Fwy Ste 600 Houston, TX 77024
71395xxxx0 dns*****@a***.com 4 1
Justin Ponchak - Financial Advisor, Ameriprise Financial Services 1322 Space Park Dr Ste A200, Houston, TX 77058
28180xxxx7 cha**********@a***.com
Virginia Diane Nasworthy - Financial Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Adam Heghinian 5400 Bellaire Blvd Ste L Bellaire, TX 77401
71366xxxx0 a.j*********@e**********.com 3 2 98000
Roberts Wealth Management 1650 Highway 6 Ste 250 Sugar Land, TX 77478
28127xxxx5 3 4
ARE BIZ Accounting Financial Planning 928 Fannin St, Houston, TX 77010 71336xxxx7
The Gazzier Group - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx7 cha**********@a***.com
The Blueprint 360 4306 Yoakum Blvd Ste 455 Houston, TX 77006
83273xxxx2 cad*@t**************.com 158
Outlook Wealth Advisors 1525 Lakeville Dr Ste 207 Kingwood, TX 77339
28187xxxx5 ada**@o************.com 290
R Mr 20941 State Highway 249, Houston, TX 77070 28137xxxx0
Merrill Lynch Financial Advisor Jeremy C Newton 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*********@m*.com
Wells Fargo Advisors 6651 Main St, Houston, TX 77030 71328xxxx0
Chris Barratt - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx7 chr**********@a***.com
Juan Henao - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
56169xxxx3 abc*******@t*******.com
Pin Money Investments 12906 Hermitage Ln, Houston, TX 77079 71397xxxx3
Edward Jones - Financial Advisor: William C Artzberger 3310 Katy Fwy Ste 330 Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 98000
Yellowstone Wealth Advisors 2503 Robinhood St Ste 160 Houston, TX 77005
71374xxxx0 hel**@r**********.com 5 2 3 14
Jon Dowell - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
71385xxxx7 abc*******@t*******.com
Roger DeWayne Holland - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx3 dns*****@a***.com
Ryan Christensen - Thrivent 19450 State Highway 249 Ste 150, Houston, TX 77070
28181xxxx4 abc*******@t*******.com
Charles Holcombe - Private Wealth Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 ash***********@a***.com
Swan Capital Financial Planning 10503 Peek Rd, Cypress, TX 77433
28198xxxx4 chr**@s************.com
Weitzman, Pathak & Associates - Ameriprise Financial Services 2100 West Loop S Ste 675, Houston, TX 77027
71395xxxx0 dns*****@a***.com
Clint Sepolio - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 ric**********@r**.com 243 249
Merrill Lynch Wealth Management 5065 Westheimer Rd Ste 1200, Houston, TX 77056
71384xxxx0 ago************@m*.com
Blake Davidson, CPA, CFP, Accountant 6767 Portwest Dr Ste 120 Houston, TX 77024 71352xxxx5 3.4 17
Victor Arevalo - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
80175xxxx4 adm**@d***********.com 120 144
Wells Fargo Advisors 1304 Blalock Rd, Houston, TX 77055 71398xxxx5
Global Financial Services LLC 1330 Post Oak Blvd UNIT 2100, Houston, TX 77056
71396xxxx0 ate****@g********.com 3.7 3
The Goff Financial Group - Energy Corridor/ Katy 16225 Park Ten Pl Ste 500, Houston, TX 77084
71385xxxx0 ele*****@g************.com 54
Edward Jones 2 Greenway Plz Ste 130, Houston, TX 77046
71355xxxx1 a.j*********@e**********.com 88228 101000
Brad Walkoviak - Private Wealth Advisor, Ameriprise Financial Services 11757 Katy Fwy Ste 580, Houston, TX 77079
71333xxxx8 bra****************@a***.com
Gilcrease Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx7 abc***@u**.com
Edward Jones 13140 Memorial Dr, Houston, TX 77079
71346xxxx7 a.j*********@e**********.com 5 1 87931 100000
Ameriprise Financial 16821 Buccaneer Ln, Houston, TX 77058
28121xxxx0 ame******************@a***.com 132657 134000
MainStreet Wealth Management Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx9 abc***@u**.com
Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx0 cha**********@a***.com
Edward Jones - Financial Advisor: Thuy T Ngo 2600 S Gessner Rd Ste 102, Houston, TX 77063
71397xxxx7 acc**********@e**********.com
C Travis Saacke - Ameriprise Financial Advisor 11 Greenway Plz Ste 3000 Houston, TX 77046
71333xxxx3 c.t************@a***.com
Wells Fargo Advisors 12339 Jones Rd, Houston, TX 77070 28189xxxx0
John Martinez, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx2 abc***@u**.com
Term Financial Service 1311 N Shepherd Dr, Houston, TX 77008 71386xxxx9
William Goldberg, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71335xxxx3 abc***@u**.com
Lincoln Financial Advisors 1330 Post Oak Blvd #2800, Houston, TX 77056
aar********@l**.com 2.7 6
Frierson,Sola,Simonton & Kutac 801 Travis St, Houston, TX 77002
71365xxxx0 bra****@f**********.com
Merrill Lynch Financial Advisor James A. Spangler 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
David Hergert - Financial Advisor, Ameriprise Financial Services 1331 Gemini St Ste 202, Houston, TX 77058
28128xxxx4 cyn**********@a***.com 5 2 144 147
Christopher Bridges - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 chr******************@a***.com 3 2
Edward Jones - Financial Advisor: Chrystian Quinones 1225 N Lp W Ste 110 Houston, TX 77008
71395xxxx9 a.j*********@e**********.com 88285 101000
Wealth Enhancement Group 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 aba****@w****************.com 5 2
Robare & Jones Wealth Management 20405 TX-249 #350, Houston, TX 77070
28137xxxx6 adm**@j**************.com 4.6 11 7
Edward Jones - Financial Advisor: Benjamin W Deist 4610 Sweetwater Blvd Ste 210 Sugar Land, TX 77479
28123xxxx8 a.j*********@e**********.com 5 4
Kanaly Trust 5555 San Felipe St Ste 200, Houston, TX 77056
71356xxxx0 aka****@k*****.com 2832 28 2900
Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™ 13455 Cutten Rd Ste 1G, Houston, TX 77069
28153xxxx7 a.j*********@e**********.com 41 5 1
Pangea Financial Planning & Employee Benefits 5718 Westheimer Rd, Houston, TX 77057
80068xxxx1 cwa****@p*****.us
Allstate Personal Financial Representative: Ryan Lansford 14405 Walters Rd Ste 1025, Houston, TX 77014
93652xxxx4 a****00@a*******.com
Wells Fargo Advisors 6907 Fm 1960 Rd W, Houston, TX 77069 28153xxxx9
Najafi Financial 10200 Richmpnd Ave Ste 252 Houston, TX 77042
71380xxxx2 joh*@n**************.com
The Post Oak Wealth Group 1980 Post Oak Blvd Ste 1630, Houston, TX 77056
71388xxxx0 lin************@r**.com 125 128
The Green Hood Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx0 abc***@u**.com
Stephen Drake - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx1 dra*******@r**.com 3 2 678 819
Amanda Louise Evans, CFP - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx9 abc***@u**.com
Novosad, Thomas, AGT 11 Greenway Plz, Houston, TX 77046
71333xxxx4 ame******************@a***.com 132657 134000
Linda Nguyen - State Farm Insurance Agent 4009 Bellaire Blvd Ste GG Houston, TX 77025
71343xxxx4 4.9 82 5 4
Privata Wealth Group - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx1 car*************@a***.com 224
Plains Wealth Management 6019 Schuler St, Houston, TX 77007
28188xxxx3 inf*@p*********************.com 5 4 205 3 241
Money Matters with Ken Moraif 100000 Memorial Dr Suite 7, Houston, TX 77024
71325xxxx7 aar**@m***********.net 561 15 701
Outlook Wealth Advisors 2245 Texas Dr Ste 300 Sugar Land, TX 77479
28187xxxx5 ada**@o************.com 290
Archetype Wealth Partners 4400 Post Oak Pkwy Ste 1950 Houston, TX 77027
34635xxxx0 inf*@a**********.com 825 2 861
Wells Fargo Advisors 17317 N Fwy, Houston, TX 77090 28144xxxx0
Morgan Stanley Wealth Management 600 Travis St, Houston, TX 77002
71351xxxx0 aal*******@m************.com 113363 3109 131000
Ameriprise 2625 Bay Area Blvd, Houston, TX 77058
28121xxxx2 ame****************@e*.ameriprise 134000
Wells Fargo Advisors 5219 Richmond Ave, Houston, TX 77056 71384xxxx1 36
Russell Rosin - Financial Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28128xxxx0 cha**********@a***.com
Edward Jones - Financial Advisor: Aaron B Daniel II 1110 Nasa Pkwy Ste 202, Houston, TX 77058 28121xxxx2 a.j*********@e**********.com 88227 101000
AcctTwo 1111 North Lp W Ste 250 Houston, TX 77008
71374xxxx0 ago******@a******.com 3724 27 4200
Sharon Callender Snowden, CFP - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx6 abc***@u**.com
Messier Financial Advisors 1300 Post Oak Blvd Houston, TX 77056
71355xxxx5 bme*****@m***************.com 4.5 2
Insight Wealth Strategies 1800 West Lp S Ste 1100 Houston, TX 77027
80031xxxx8 agr***@i*************.com 5 3 4 132
Houston, TX City Centre Office - UBS Financial Services Inc. Town Centre One 750 Town And Country Blvd., Houston, TX 77024
80043xxxx0 abc***@u**.com
American Portfolios Financial Services 4550 Post Oak Pl Dr, Houston, TX 77027
71346xxxx7 bel******@a*****************.com 155 9 149
Wells Fargo Advisors 9715 Westheimer Rd, Houston, TX 77042 71378xxxx9
Wasim Consulting 7457 Harwin Dr Ste 150, Houston, TX 77036
83251xxxx5 use*@d*****.com
Frost Bank ATM 2418 Southwest Fwy, Houston, TX 77098
80051xxxx8 a.-*************@f********.com 2360 158000
Edward Jones - Financial Advisor: Andrew J Smith 1001 Pineloch Dr Ste 550, Houston, TX 77062 28121xxxx7
Merrill Lynch Wealth Management 2200 Nasa Pkwy, Houston, TX 77058
28133xxxx4 ale*********@m*.com
Frost Bank 10739 N Freeway, Houston, TX 77037
71338xxxx0 a.-*************@f********.com 5 2 154823 2515 157000
Rusk Capitol Management 7600 W Tidwell Rd, Houston, TX 77040 83294xxxx5
KSP Consulting 4604 Lakefront Terrace Dr, Pearland, TX 77584
83293xxxx1
Young Lockwood Sauer Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx2 abc*******@u**.com
Scott Robert 10375 Richmond Ave Ste 600, Houston, TX 77042 71360xxxx0 aal****@c*****.com
FM Financial Services 7111 Harwin Dr Ste 259G Houston, TX 77036
92957xxxx0 bey**************@o******.com 4 3000
U.S. Capital Wealth Advisors, LLC 4444 Westheimer Rd, Houston, TX 77027
51234xxxx2 com*******@u******.com 5 1
Charles Schwab 5346 Westheimer Rd, Houston, TX 77056
71349xxxx8 ian***********@s*****.com 646273 189 659000
Edward Jones - Financial Advisor: Daniel F Stell 6415 Fairmont Pkwy Ste B Pasadena, TX 77505
28199xxxx2 a.j*********@e**********.com 1 1 42
Allstate Insurance: Terry Nguyen 2916 W T C Jester Blvd Allstate Insurance Houston, TX 77018
71395xxxx6 a****00@a*******.com 3.4 23 5 2
Malcolm Thompson and Associates 20445 State Highway 249, Houston, TX 77070 28180xxxx2
Rose Hunt Farrar - Registered Practice Associate, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx0 dns*****@a***.com
Watson Wealth Management 1900 West Loop S Ste 650A, Houston, TX 77027
28160xxxx8 a.w*****@w***************.com
Wells Fargo Advisors 5650 Memorial Dr, Houston, TX 77007 71386xxxx1
Edward Jones - Financial Advisor: Christopher J Perry 11811 Fm 1960 Rd W, Houston, TX 77065
28146xxxx2 a.j*********@e**********.com 100000
Edward Jones - Financial Advisor: Dat D Dao 5718 Westheimer Rd Ste 1770 Houston, TX 77057
71397xxxx2 a.j*********@e**********.com 22 22
Wells Fargo Advisors 4004 S Braeswood Blvd, Houston, TX 77025 71325xxxx3
MDT Financial Advisors, LLC 455 E Medical Center Blvd #115, Webster, TX 77598
28193xxxx1 bri**********@m****.com 5 2
Larry Callender - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx2 abc***@u**.com
Edward Jones - Financial Advisor: Cathy Peveto 357 W 19th St Houston, TX 77008
71386xxxx0 a.j*********@e**********.com
Integrity Financial Planners 4112 Fairmont Pkwy Pasadena, TX 77504 28148xxxx0
Wells Fargo Advisors 10910 Louetta Rd, Houston, TX 77070 28125xxxx9
C & G Tax Service 12119 Heatherwick Dr, Cypress, TX 77429
28137xxxx0 lar**@c****.com 5 130 3.8 6
Edward Jones - Financial Advisor: Chris Anderson 9525 Katy Fwy Ste 122 Houston, TX 77024
71346xxxx1 a.j*********@e**********.com 99000
RNS Wealth Management 700 Louisiana St Suite 3950, Houston, TX 77002
83239xxxx5 tem*****************@e******.com 3.7 6
Heath Austin Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx2 dan*******@r**.com 12830 14000
Castillo Financial Consulting Houston, TX 77054
83222xxxx7 cfc@c**************************.com 5 1
Edward Jones - Financial Advisor: Anita Bowman-McCormick 13455 Cutten Rd Ste 1g Houston, TX 77069
28153xxxx7 a.j*********@e**********.com 4 4 4 1 41
Bruce Abrams - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
71320xxxx9 art**********@t*******.com
Edward Jones - Financial Advisor: Cathy Peveto 1800 West Loop S Ste 1760, Houston, TX 77027
71395xxxx7 a.j*********@e**********.com 266 92
Strategic Financial Advisors 14550 Torrey Chase Blvd #360, Houston, TX 77014
28144xxxx2 agr******@h***************.com 5 1 3 3
Kellan Caldwell - Thrivent 5600 NW Central Dr Ste 285, Houston, TX 77092
71399xxxx3 adm**@d***********.com
Allstate Personal Financial Representative: Curtis Johnson 15024 Fm 529 Rd, Houston, TX 77095
25386xxxx4 a****00@a*******.com
RL Del Bello 105 W Heritage Dr, Friendswood, TX 77546 28148xxxx2 4.2 5 5 5
La Vera Prestage - Financial Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71358xxxx1 dns*****@a***.com 523 535
Patricia Sayyah - UBS Financial Services Inc. 4400 Post Oak Parkway 16th And 17th Floors, Houston, TX 77027
28170xxxx4 alb************@u**.com
Merrill Lynch Financial Advisor Marcia M Mazingo 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx3 ale*********@m*.com
The Sterling Group LP 9 Greenway Plz Ste 2400, Houston, TX 77046
71387xxxx7 aal*@s*************.com
Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx0 cha**********@a***.com 4.3 3 164
Ann Hundl - Financial Advisor, Ameriprise Financial Services, LLC 3200 Southwest Fwy Ste 3100, Houston, TX 77027
97954xxxx5
WealthCreate 440 Louisiana St #900, Houston, TX 77002
80070xxxx5 baf*****************************@s*****.wixpress 4.6 22 1080 1000
Sustain Wealth Advisors 11777 Katy Fwy Ste 340 Houston, TX 77079
28149xxxx0 dj@s************.com
NEXT Financial Group, Inc. 11740 Katy Fwy #600, Houston, TX 77079
87787xxxx8 aan****@n************.com 2.3 6 105
Wells Fargo Advisors 3803 Westheimer Rd, Houston, TX 77027 71362xxxx5
Seren Wealth Advisors 4545 Post Oak Pl Ste 341 Houston, TX 77027
83237xxxx8 inf*@s**********.com 5 2
Fuest & Klein Wealth Advisors 16225 Park Ten Pl Ste 500 Houston, NY 77084
91739xxxx6 c18*****************************@s*****.wixpress 5 2 224 6 228
Virtual Financial Group 2003 Whiteback Dr, Houston, TX 77084 34627xxxx9
Blanca E. Blanco, Financial Advisor 5615 Kirby Dr Houston, TX 77005
71385xxxx8 bla************@l**.com
Michael Brown - Financial Advisor, Ameriprise Financial Services 6333 Fm 1960 Rd W, Houston, TX 77069
71350xxxx7 dns*****@a***.com
Antidote Resources Spring, TX 77388
83279xxxx3 ast****@a*********.com 3 5 1
Pangea Financial Planning & Employee Benefits 5718 Westheimer Rd Suite 1000, Houston, TX 77057
71376xxxx5 cwa****@p*****.us 4.9 47
Merrill Lynch Financial Advisor Trenton R. Hollas 800 Capitol St, Houston, TX 77002
71365xxxx7 ada******@m*.com
Edward Jones - Financial Advisor: Donald E Lacombe 5311 Kirby Dr Ste 100, Houston, TX 77005
71394xxxx0 acc**********@e**********.com 88227 101000
Lejo Abraham - Financial Advisor, Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx8 cla*********@c************************.com
Merrill Lynch Financial Advisor Mallory Gladstein Spence 800 Capitol St, Houston, TX 77002
71365xxxx8 ban********************@m*.com
Frost Bank 2604 Westheimer Rd, Houston, TX 77098
71338xxxx0 abc***@f********.com 4.2 9 2 6 2
Edward Jones - Financial Advisor: Garrett T Maddox 1020 Bay Area Blvd, Houston, TX 77058
28128xxxx4 a.j*********@e**********.com 99000
Hergert, David, AGT 1331 Gemini St, Houston, TX 77058
28128xxxx4 ame******************@a***.com 134000
Division of American Express Financial Advisor 800 Gessner Rd Houston, TX 77024 71346xxxx0
Frost Bank 5925 Kirby Dr, Houston, TX 77005 71338xxxx0 a.-*************@f********.com 4.6 14 3 17 3
CCS Midstream Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060 28193xxxx0 dns*****@a***.com
Jerry Roth - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com
Evans Sternau CPA 5701 Woodway Dr Ste 320 Houston, TX 77057
83248xxxx0 cev***@e*.cpa 5 1 29 47
Tran Business Services 2360 Gulf Fwy S Ste 100A League City, TX 77573
71390xxxx3 fio**********@g****.com 5 1 56
Buckingham Strategic Wealth 3773 Richmond Ave Ste 525, Houston, TX 77046
71349xxxx0 adm**@b****************.com 558 6 652
CFO Wealth Management - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 cfo****************@a***.com 728 731
Tiffany D Akre - Financial Advisor, Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx9 avi**************@a***.com
Chase Bankshares Inc 712 Main St, Houston, TX 77002 71323xxxx5 acc**********@c****.com 3.5 33 938957 5640 37
Discovery Point Wealth Advisors - Ameriprise Financial Services 1300 Hercules Ave Ste 205, Houston, TX 77058
28121xxxx2 cla************@a***.com 468
Oshun 2929 Allen Pkwy Ste 200 Houston, TX 77019
71373xxxx3 che***@o**************.com
Frost Bank 14637 Memorial Dr, Houston, TX 77079
71338xxxx0 a.-*************@f********.com 3.7 3 2067 2
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services 5718 Westheimer Rd Ste 1000, Houston, TX 77057
71326xxxx5 cra**************@a***.com 5 2
Wells Fargo Advisors 235 W 20th St, Houston, TX 77008 71386xxxx3
Yusef Lovette - Financial Advisor, Ameriprise Financial Services 2 Riverway Ste 1400, Houston, TX 77056
71350xxxx0 dns*****@a***.com
Lance Thompson - Thrivent 5600 NW Central Dr Ste 285, Houston, TX 77092
71399xxxx9 adm**@d***********.com 19
Thomas Jenkins Jr., CIMA - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx5 abc***@u**.com
Nico Financial 8300 Bissonnet St Ste 222, Houston, TX 77074 34624xxxx5
Weinstein Spira 3773 Richmond Ave, Houston, TX 77046
71362xxxx0 abu****@w*************.com 374 40 392
Gapinski Huggins Group of Raymond James - Houston Financial Advisors 500 Dallas St Ste 3400, Houston, TX 77002
71357xxxx7 5 2
Pennington Wealth Management - Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 all********@a***.com 555 2 594
Gary Wurl - Certified Financial Planner 12549 Louetta Rd Cypress, TX 77429
28181xxxx4 dat********@r*******.com
American Wealth Management 4747 Bellaire Blvd Ste 200 Bellaire, TX 77401
71362xxxx0 jim@k*******.com
Logic Capital Management, LLC 7500 San Felipe St Ste 150 Houston, TX 77063
71378xxxx5 abd**************@l***********.com
George Joe Kurka - Financial Advisor, Ameriprise Financial Services 1428 W Alabama St, Houston, TX 77006
71352xxxx0 dns*****@a***.com
Frost Bank 1700 Post Oak Blvd Ste 120, Houston, TX 77056
71338xxxx0 a.-*************@f********.com 7 46 7
Stephen Richard Cordill - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
71335xxxx6 alb************@u**.com
Frost Bank 3707 Richmond Ave, Houston, TX 77046
71338xxxx0 a.-*************@f********.com 3.6 10 4
Houston Bay Area - Thrivent Financial 17450 El Camino Real, Houston, TX 77058
28146xxxx0 5 2
Bank of Texas 14098 Northwest Fwy, Houston, TX 77040
71346xxxx0 al**@b**********.com 4.3 35 6293 6400
Merrill Lynch Financial Advisor Benjamin W Albaitis 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ann********@m*.com 5 1
Ameriprise Financial 940 Gemini St, Houston, TX 77058
28148xxxx2 ame******************@a***.com 134000
Bradford, Terry, AGT 10375 Richmond Ave Ste 1420, Houston, TX 77042
28157xxxx9 ant*******@a***.com 132690 134000
Wells Fargo Advisors 9413 Katy Fwy, Houston, TX 77024 71329xxxx8
Edward Jones - Financial Advisor: Will Cottle 3920 Cypress Creek Pkwy, Houston, TX 77068
28144xxxx2 a.j*********@e**********.com 100000
Legacy Planners Houston, TX 77007
83375xxxx0 inf*@y*****************.com
Houston, TX Private Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Fl, Houston, TX 77027
88829xxxx2 abc***@u**.com
J.R. Martinez Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71395xxxx2 abc***@u**.com
Bevill Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71394xxxx3 abc***@u**.com
Karl Graham Houston, TX 77064 83253xxxx2
MassMutual Texas Gulf Coast 3700 W Sam Houston Pkwy S Ste 250, Houston, TX 77042 83225xxxx0 bra**@m*********.com 2.6 5
Robare & Jones 20405 State Hwy 249 Ste 350 Houston, TX 77070
28137xxxx6 adm**@j**************.com 5 1
Leslie Golden - Financial Advisor, Ameriprise Financial Services 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx1 dns*****@a***.com
Mercer Street 6750 W Loop S # 725, Bellaire, TX 77401
34670xxxx0 inf*@m*******.com 5 1 66
The Tax Remedy 4704 Fm 2920 Rd Spring, TX 77388
28135xxxx0 tax@t***********.com 5 11 4.2 5
Nxt:Gen Financial Planning 3231 Allen Pkwy, Houston, TX 77019
83233xxxx4 ash***@n*******.com 5 5 458 2
Beacon Financial Advisors 1800 Saint James Pl Ste 101 Houston, TX 77056 71362xxxx1
Edward Jones - Financial Advisor: Jarrett B Lidell 2 Greenway Plz Houston, TX 77046
71355xxxx1 a.j*********@e**********.com
James Matthews - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71398xxxx8 abc***@u**.com
Edward Jones - Financial Advisor: Jonathan O Hoegemeyer 5806 New Territory Blvd Sugar Land, TX 77479
28156xxxx3 a.j*********@e**********.com 5 1 88284 101000
Wealth Enhancement Group 1800 S Loop W, Houston, TX 77054
71340xxxx0 aba****@w****************.com
Ameriprise Financial 1325 Space Park Dr Ste A, Houston, TX 77058
28133xxxx5 ame****************@e*.ameriprise 132657 134000
Infinity Financial Advisors 5555 West Loop S Ste 420 Bellaire, TX 77401
71376xxxx0 dav*****@i*********.us 4.8 37 4.5 8 5179 977
F C A Corp 5847 San Felipe St, Houston, TX 77057
71378xxxx0 a@e*******.com
Bank of Texas 12764 Memorial Dr, Houston, TX 77024
71336xxxx0 al**@b**********.com 4.2 20 6400
Edward Jones - Financial Advisor Randall Zare 2111 W Governors Cir Houston, TX 77092
71395xxxx7 a.j*********@e**********.com
Crown Financial 16420 Park Ten Pl Ste 125, Houston, TX 77084
28164xxxx5
Wells Fargo Advisors 4645 Reed Rd, Houston, TX 77051 71373xxxx1
Wealth Enhancement Group 1800 W Loop S #1900, Houston, TX 77027
71340xxxx0 aba****@w****************.com
Darrell Pennington - Private Wealth Advisor, Ameriprise Financial Services 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 all********@a***.com 556 2 598
AXA Advisors, Mark Mohr 3200 Southwest Fwy Ste 1800 Houston, TX 77027
71340xxxx6
Ebele Gunn - Thrivent 4400 Post Oak Pkwy Ste 450, Houston, TX 77027
93654xxxx7 adm**@d***********.com
Merrill Lynch Wealth Management 580 Westlake Park Blvd Ste 1630, Houston, TX 77079
28149xxxx4 ago************@m*.com
Edward Jones - Financial Advisor: Danyel T Ramelow 1415 N Loop W Suite 610, Houston, TX 77008
71386xxxx1 a.j*********@e**********.com 4.8 40 245
Wells Fargo Advisors 10261 N Freeway, Houston, TX 77037 28127xxxx0
Merrill Lynch Financial Advisor J Michael Fox 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Fred Zeller - Financial Advisor, Ameriprise Financial Services 1428 W Alabama St, Houston, TX 77006
71352xxxx0 dns*****@a***.com 1 1
Brown & Bishop Group - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx0 abc***@u**.com
Edward Jones - Financial Advisor: Nicholas V Perry 8711 Highway 6 N Ste 220, Houston, TX 77095 28185xxxx4
Peter C Goudeau Jr - Private Wealth Advisor, Ameriprise Financial Services 757 N Eldridge Pkwy Ste 675, Houston, TX 77079
83235xxxx9 dns*****@a***.com
TSA Wealth Management 5718 Westheimer Rd Ste 950 Houston, TX 77057
71373xxxx7 inf*@t****.com 9 18
Post Oak Private Wealth Advisors 1200 Smith St UNIT 610, Houston, TX 77002
28158xxxx0 awa*****@p*******************.com 4.9 21
Lindsey Caminiti - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1104 1100
Family Wealth Builder 1301 Fannin St Ste 2440 Houston, TX 77002
83289xxxx0 con***@f******************.com 84
Charter Wealth Management, LLC 9720 Cypresswood Dr Ste 150, Houston, TX 77070 28189xxxx0
Mark Cannon - Private Wealth Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1103 4 1100
New Heights Planning 540 Heights Blvd suite 207, Houston, TX 77007
83278xxxx2 tre**********@n*****************.com
Greenbriar Financial Services 801 Travis St Ste 1900, Houston, TX 77002
71365xxxx0 p.r*****@l**.com
Independent Financial 750 Bering Dr Ste 100, Houston, TX 77057 71360xxxx0 adm**@i*********.com 3.6 7 3288 503 3400
Linda Donovan - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx6 rbc*********@r**.com 12830 14000
George Weinbaum 17043 El Camino Real Ste 214 Houston, TX 77058 28148xxxx0
Farmers Insurance - Bob Mitchell 1603 Lakeville Dr Ste 101 Kingwood, TX 77339
28134xxxx5 abb*@b*******************.com 5 1 701 44
Wells Fargo Advisors 901 Gessner Rd, Houston, TX 77024 71346xxxx4
Moore & Botzong, CPAs 9432 Katy Fwy, Houston, TX 77055
71378xxxx3 fri**@f*******.com
Bering Street Advisors - Ameriprise Financial Services 800 Bering Dr Ste 105, Houston, TX 77057
71340xxxx0 ari*********@a***.com 168 2 184
Fohlin Financial Coaching 1923 Washington Ave Ste 2253, Houston, TX 77007
34670xxxx5 chr**@c**********.com 5 5
Wells Fargo Advisors 1005 Bay Area Blvd, Houston, TX 77058 28148xxxx1
Frost Bank 3432 Scott St, Houston, TX 77004
71338xxxx0 a.-*************@f********.com 4.9 11 5 37 6
James Frankowski - Financial Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 dns*****@a***.com 41
Wood Robets 675 Bering Dr Ste 675, Houston, TX 77057 71378xxxx0 j.h**********@w**********.com
Edward Jones - Financial Advisor: Nicholas V. Perry 8711 Hwy 6 N Ste 220 Houston, TX 77095
28185xxxx4 a.j*********@e**********.com 5 1
Wells Fargo Advisors 13106 Woodforest Blvd, Houston, TX 77015 71345xxxx8
Angie’s Notary & Income Tax Service 911 Thompson Rd Alvin, TX 77511
71392xxxx0 ade*****@t***************.com 4.6 17 3.7 3
Michael Trahan - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Fl, Houston, TX 77027
71365xxxx2 abc***@u**.com
Bayou City Financial Advisors 1400 Broadfield Blvd Ste 101 Houston, TX 77084
83232xxxx1 je**@b*******.com
Ameriprise Financial Advisors - Saacke & Associates 11 Greenway Plz Ste 3000 Houston, TX 77046 71333xxxx3
Retirement Planners of America Two Eldridge, 757 N Eldridge Pkwy Suite 1250, Houston, TX 77079
71325xxxx7 amy@r***.com 4.9 78
Mercer Advisors Wealth Management 5555 San Felipe St #200, Houston, TX 77056
80082xxxx2 aar********@m*************.com 5 1 2837 28 2900
Affordable Bookkeeping 3027 Marina Bay Dr Ste 205 League City, TX 77573
28172xxxx7 chr****@a**********************.com 11 206
Osgood & Associates, P.C. 12 Greenway Plz Ste 1100, Houston, TX 77046
71342xxxx9 ej7********@n**********************************.com 239
Barrington Financial Advisors Inc 9800 Richmond Ave Ste 250 Houston, TX 77042 71378xxxx0 1 1
Horizon Advisory Group, LLC 2808 Caroline St Ste 201-M, Houston, TX 77004
71340xxxx4 ang******@h**************.com
Jeannie Thao-Houane - Financial Advisor, Ameriprise Financial Services 800 Bering Dr Ste 105, Houston, TX 77057
71340xxxx9 ari*********@a***.com
LKJ Financial 550 Post Oak Blvd Ste 350 Houston, TX 77027
71384xxxx4 ada***@l***********.com 4 1 2 163
Wells Fargo Advisors 3434 Tidwell Rd, Houston, TX 77093 71320xxxx0 9
Heritage Plus Financial 12337 Jones Rd Ste 351 Houston, TX 77070
28189xxxx9 joh******@h********************.net 5 2
Christopher Green - UBS Financial Services Inc. 750 Town And Country Blvd Ste 400, Houston, TX 77024
71396xxxx3 abc***@u**.com
Merrill Lynch Financial Advisor Michael Schmidt 800 Capitol St, Houston, TX 77002
71363xxxx1 ale*********@m*.com
FORTITUDE STRATEGIC SOLUTIONS 5718 Westheimer Rd Houston, TX 77057
83278xxxx4 inf*@f**************************.com 5 1 4 439
Bering Street Advisors - Ameriprise Financial Services, LLC 800 Bering Dr # 105, Houston, TX 77057
71340xxxx0 5 3
First Community Credit Union 9100 Westview Dr Houston, TX 77055
28185xxxx0 aar*********@f***.org 4.5 450 1.6 73 687 8500
Merrill Lynch Financial Advisor Paul M Margraves 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com 5 1
WISE Financial Planning 3903 Bellaire Blvd Ste 115, Houston, TX 77025 71353xxxx2
OPJW 3325 Spring Cypress Rd Spring, TX 77373
28152xxxx0 ema****@p********.com 219 4 266
Edward Jones - Financial Advisor: Simon J Tanner, CFP® 11750 Katy Fwy Ste 760, Houston, TX 77079
28149xxxx5 a.j*********@e**********.com 88303 101000
The Houston Constellation Group - Morgan Stanley 2800 Post Oak Blvd Ste 3200, Houston, TX 77056
71396xxxx0 acc**********@m************.com
Thomas Rosellini, CFP, CIMA, CPWA, CEPA - UBS Financial Services Inc. 4400 Post Oak Pkwy Ste 1800, Houston, TX 77027
71394xxxx3 alb************@u**.com
Saxon Financial Group 1177 West Loop S Ste 1300, Houston, TX 77027
71342xxxx0 aar************@r***********.com 17519 18000
Bruce Quick - Private Wealth Advisor, Ameriprise Financial Services 363 N Sam Houston Pkwy E Ste 1480, Houston, TX 77060
28193xxxx0 bru**********@a***.com
Wells Fargo Advisors 5175 W 34th St, Houston, TX 77092 71368xxxx5
First Command 16821 Buccaneer Ln Ste 223, Houston, TX 77058
83251xxxx9 abe***@f***********.com 213 7600
Steve Allen 800 Wilcrest Dr Ste 100, Houston, TX 77042
71397xxxx3 art**********@t*******.com 411538 401000
Charles Schwab 4200 Westheimer Rd, Houston, TX 77027
71349xxxx8 aar********@s*****.com
AAA Financial Services 4625 North Fwy # 109, Houston, TX 77022
71369xxxx0 4.1 7
Green Financial Solutions 17280 W Lake Houston Pkwy Humble, TX 77346
28182xxxx3 ale*@g**********.com 5 2
Walker A. Herzog - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx5 rbc*********@r**.com 14758 16000
Edward Jones - Financial Advisor: David G Faris 5615 Kirby Dr Ste 410, Houston, TX 77005
71352xxxx5 a.j*********@e**********.com 88228 101000
White Rhino Financial 55 Waugh Dr Ste 150 Houston, TX 77007
83230xxxx0 bra**********@r************.com 2.5 4
Tom Clay - State Farm Insurance Agent 3602 Vista Rd, Pasadena, TX 77504
71394xxxx7 tom**********@s********.com 4.6 55 5 5 20 390
EMG Insurance Brokerage 10000 Memorial Dr Ste 200 Houston, TX 77024
71350xxxx0 eku******@e***********.com 5 4
The Principal Financial Group 2603 Augusta Dr Ste 1350, Houston, TX 77057
71378xxxx8 a.s****@p********.com
Old Security Financial Group 20333 State Highway 249, Houston, TX 77070 28137xxxx6 kst*****@o************************.com
Frost Bank 1005 Waugh Dr Ste A, Houston, TX 77019
71338xxxx0 a.-*************@f********.com 5 4 3 2 4
Financial Synergies Wealth Advisors 4400 Post Oak Pkwy STE 200, Houston, TX 77027
71362xxxx0 act****@f*****.com 4.5 14 463 484
Terry Bradford - Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
28157xxxx9 dns*****@a***.com
Merrill Lynch Financial Advisor Stephen P Lamb 800 Capitol St, Houston, TX 77002
71365xxxx9 ban********************@m*.com
49 Financial - Houston Office 1334 Brittmoore Rd Suite 2610, Houston, TX 77043
51224xxxx1 atl********@4**********.com 5 80 20 700
Jones Capitol Wealth Houston, TX 77078
71338xxxx8
Sebastian Henke - Thrivent 17450 El Camino Real, Houston, TX 77058
28146xxxx0 adm**@d***********.com 5 4
One Stop Tax & Business Solutions 10924 Grant Rd Ste 435 Houston, TX 77070
83271xxxx5 inf*@o***************.net 1 5
Post Oak Investment Management 4265 San Felipe St, Houston, TX 77027
71396xxxx0 inf*@p****************.com
Matthew D Landry - Financial Advisor, Ameriprise Financial Services 800 Bering Dr Ste 105, Houston, TX 77057
71340xxxx3 ari*********@a***.com 164
Valda Jordan 712 Main St, Houston, TX 77002
Merrill Lynch Financial Advisor Frank P Breazeale, III 800 Capitol St, Houston, TX 77002
71365xxxx3 ale*********@m*.com
Merrill Lynch Wealth Management 5348 Westheimer Rd, Houston, TX 77056 71362xxxx9
Randall Goebel - Financial Advisor, Ameriprise Financial Services 10375 Richmond Ave Ste 250, Houston, TX 77042
28185xxxx6 dns*****@a***.com
Joan Nye - Financial Advisor, Ameriprise Financial Services 3200 Southwest Fwy Ste 3100, Houston, TX 77027
83241xxxx0 bri*************@a***.com 1104 3 1100
Blake Rusk - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx9 dra*******@r**.com 678 820
The Financial Advisory Group Inc 1775 Saint James Pl, Houston, TX 77056
71362xxxx0 adv*****@f**********.com
Wells Fargo Advisors 1350 W 43rd St, Houston, TX 77018 71368xxxx0
Supal Vora - Private Wealth Advisor, Ameriprise Financial Services 5850 San Felipe St Ste 500, Houston, TX 77057
71358xxxx4 ali***********@a***.com
Frost Bank 9651 Katy Fwy Ste 100, Houston, TX 77024
71338xxxx0 ab.******@f********.com 3.1 7 21
Voya Financial 1415 North Loop W Ste 740, Houston, TX 77008
83248xxxx7 dex***********@t****.com
Tim Hudnall - RBC Wealth Management Financial Advisor 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx8