Business List: Institutional Investor in Waco, TX, United States

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Curtiss Financial Solutions 7111 Bosque Blvd Ste 301, Waco, TX 76710 25423xxxx5
U BS Financial Services Inc 200 W State Highway 6, Woodway, TX 76712 80023xxxx4
Davis Bill 7528 Bosque Blvd, Woodway, TX 76712 25475xxxx2
Addax Investments 719 N New Rd, Waco, TX 76710 25473xxxx6
Whitaker & Co 4901 Lakewood Dr, Waco, TX 76710
25477xxxx2 inf*@w*****.com 15 23 15
Bobby H Johnson Financial Services 100 N 6th St, Waco, TX 76701 25475xxxx0
Stifel 1200 W Hwy 6 Suite 3, Waco, TX 76712
25439xxxx0 abb****@s*****.com 4756 5200
Stiba Wealth MGT 400 Austin Ave, Waco, TX 76701
25422xxxx0 bri****@s*******.com
Wardlaw, Trevor, AGT 6001 W Waco Dr, Waco, TX 76710
25477xxxx0 jsm***@t***********.com
Group 3208 Greenleaf Dr, Waco, TX 76710
25430xxxx6 bbo*****@j*****.com 3 2
Stiba Financial 1105 Wooded Acres Dr, Waco, TX 76710 25439xxxx2
Seitz Financial Ride to Retirement 702 N Rita St, Waco, TX 76705
25473xxxx4 ban******@g****.com
Family Financial Services 6801 Sanger Ave Ste 120A, Waco, TX 76710
25477xxxx9 dan***@f*******.com
Primerica 4800 W Waco Dr, Waco, TX 76710
25477xxxx6 aar**********@f******.com
Edward Jones - Financial Advisor: Donna L Phelps 1000 W State Highway 6 Ste 340, Woodway, TX 76712
25475xxxx3 a.j*********@e**********.com 87358 99000
Rogers, Joanna 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx5 ann********@m*.com
Waco, TX Branch Office - UBS Financial Services Inc. American Bank Plaza 200 W Highway 6, Waco, TX 76712
25475xxxx0 abc*******@u**.com
Vogel Financial Group 3004 Deerwood Dr, Waco, TX 76710 25475xxxx6
Lastrape Elgin 6403 Cobbs Dr, Waco, TX 76710 25477xxxx0
Swartz Investments 600 Lake Air Dr Ste 6B, Waco, TX 76710 25422xxxx0
Slaughter Financial 1600 Lake Air Dr, Waco, TX 76710 25426xxxx2
Edward Jones - Financial Advisor: Matt Rollins 1105 Wooded Acres Dr Ste 230, Waco, TX 76710
25439xxxx7 a.j*********@e**********.com 87296 99000
Wells Fargo Advisors 1105 Wooded Acres Dr, Waco, TX 76710
25477xxxx1 ali************@w*****************.com 188275 189000
Lakeland West Capital 5002 Lakeland Cir, Waco, TX 76710 25429xxxx7 bra***@c***************.com
Investments Inc Janyary 600 Lake Air Dr, Waco, TX 76710 25422xxxx0
Edward Jones - Financial Advisor: Richard K Wallace, AAMS™ 6403 Cobbs Dr, Waco, TX 76710
25477xxxx3 a.j*********@e**********.com 88550 101000
Ash Investments 9821 Chapel Rd, Waco, TX 76712 25475xxxx5
Edward Jones - Financial Advisor: Josh Satterfield, CFP®|AAMS™ 2410 Wycon Dr Ste 202, Waco, TX 76712
25442xxxx5 a.j*********@e**********.com 103
Investors Brokerage of Texas, Ltd. 225 S 5th St, Waco, TX 76701
25475xxxx8 bba****@i*****************.com
Lpl Financial 125 Cambridge Cir, Waco, TX 76712
25475xxxx8 aar********@l**.com
Thrivent Financial 115 Burnett Ct, Woodway, TX 76712
25477xxxx7 a.v@t*******.com
Southern Financial Group 900 Austin Ave #900, Waco, TX 76701
25475xxxx1 all**@s******.com
Wells Fargo Advisors 1105 Wooded Acres Dr Ste 600, Waco, TX 76710
25477xxxx0 abe*********@w*****************.com 188275 189000
Van Duivendyk Capital Management 6300 Cobbs Dr, Waco, TX 76710 25477xxxx1
Willard E Brown III Investment 3925 Westchester Dr, Waco, TX 76710 25477xxxx3
Edward Jones - Financial Advisor: Mark Wood, CFP®|AAMS™|CRPC™|CRPS™ 8300 Old Mcgregor Rd Ste 1B, Waco, TX 76712
25439xxxx3 a.j*********@e**********.com 87296 99000
Wellspring Advisors 5006 Lakeland Cir, Waco, TX 76710 25423xxxx8
Edward Jones - Financial Advisor: Matthew S Dollar 801 Washington Ave Ste 601, Waco, TX 76701
25479xxxx6 a.j*********@e**********.com 192 197
The Wessler Group 6801 Sanger Ave, Waco, TX 76710
25477xxxx1
Edward Jones - Financial Advisor: Ronnie Freeman, AAMS™ 15190 Badger Ranch Blvd Ste 101, Waco, TX 76712
25475xxxx8 a.j*********@e**********.com 88560 101000
Primerica 6515 Sanger Ave Ste 18, Waco, TX 76710
25477xxxx7 a.-*******************@p********.com 148466 3564 159000
Premier Pension Solutions 801 Washington Ave Ste 302, Waco, TX 76701
25474xxxx4 cja*****@p**********************.com
Harris, Carter 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx4 and*************@m*.com
Stiba Financial Group 400 Austin Ave Ste 200, Waco, TX 76701 25439xxxx2 12
First Financial Equite Corporation 4600 Bosque Blvd, Waco, TX 76710 25477xxxx0
Calao Wealth Management Group - UBS Financial Services Inc. 200 W State Highway 6 Ste 400, Waco, TX 76712
25475xxxx0 abc*******@u**.com
Schwartz, Loren 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx1 and*************@m*.com
Patillo Brown & Hill LLP CPA's Serving theWaco Area
86677xxxx1 aad***@p*****.com
Research Tax Consultants LTD 1105 Wooded Acres Dr Ste 675, Waco, TX 76710 25439xxxx3
Raymond James Financial 1700 N Valley Mills Dr, Waco, TX 76710
25475xxxx3 aar************@r***********.com
Edward Jones - Financial Advisor: Ben Erlanson, AAMS™ 100 N 6th St Ste 901, Waco, TX 76701
25475xxxx3 a.j*********@e**********.com 87284 99000
Janyary Investments Inc 6501 Sanger Ave, Waco, TX 76710
25422xxxx0 a.-*******************@p********.com 149324 3763 161000
SuccessLIFT.com 4426 Lake Shore Dr Apt A, Waco, TX 76710 25454xxxx8
Disciplined Investors LLC 100 N 6th St #500, Waco, TX 76701
25475xxxx3 edw***@d*********.com 5 1
Sue Berry: Allstate Insurance 331 W State Highway 6 Ste F, Waco, TX 76710
25477xxxx0 a****00@a*******.com
Mathis Abbe 4800 Lakewood Dr, Waco, TX 76710
25474xxxx0 hun***@m*********.com 60 2 67
Edward Jones - Financial Advisor: Devin G Mejia 400 Austin Ave Ste 301, Waco, TX 76701
25473xxxx7 a.j*********@e**********.com 87284 99000
Mosley, Cynthia 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx9 ann********@m*.com
UBS Financial Services Inc. 200 W Hwy 6 #400, Waco, TX 76712
25475xxxx0 abc*******@u**.com 3 2
Talon Asset Management 7111 Bosque Blvd Ste 207, Waco, TX 76710
25474xxxx4 mar****@t******.com 2 1
Seedmin Financial Services 6515 Sanger Ave, Waco, TX 76710 25474xxxx1
Barri Financial Group 1300 Richland Dr, Waco, TX 76710
25430xxxx4 abu****@b*********.com
Cen-Tex Financial Solutions 126 Ava Dr, Hewitt, TX 76643 25473xxxx1 jfo*********@c***************.com
Hewlett, Jeffrey 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx4 and*************@m*.com
Edward Jones - Financial Advisor: Tommy Billeaud 4201 Lake Shore Dr Ste K, Waco, TX 76710 25477xxxx5
Trinity Wealth Management 2341 Mount Carmel Dr, Waco, TX 76710 25475xxxx5
Ohio National Financial Services 108 Topeka Dr, Waco, TX 76712 25477xxxx5
Northwestern Mutual 510 N Valley Mills Dr, Waco, TX 76710
25423xxxx4 a.-***********@n*****************.com 16214 108000
Merrill Lynch Wealth Management - CLOSED 510 N Valley Mills Dr 7th Fl, Waco, TX 76710
25475xxxx0 ann********@m*.com 3 2
Beacon Pointe Advisors 4830 Lakewood Dr, Waco, TX 76710
25477xxxx0 a.c***@b***********.com
Haskett, John 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx8 ann********@m*.com
Investments 600 Austin Ave, Waco, TX 76701 25430xxxx0 a@w*************.org 2345 88 2900
Insurers of TX General Agency 225 S 5th St, Waco, TX 76701
25475xxxx1 aau****@i*******.com 4 4
Bailey & Associates Financial Service Inc 1201 Washington Ave, Waco, TX 76701
25475xxxx7 and***@b**************.com
Ellis Isle Equities 601 Franklin Ave, Waco, TX 76701 25475xxxx1
Federal Financial Group 345 Owen Ln, Waco, TX 76710 25422xxxx8
Community Bank & Trust 1409 Wooded Acres Dr, Waco, TX 76710
25475xxxx1 aho******@c******.com 3010 3000
Lone Star Financial Consultants 115 Burnett Ct, Woodway, TX 76712
51245xxxx3 adm**@d***********.com
RCB Investments 502 Frost Creek Ave, Groesbeck, TX 76642 25472xxxx5
Wells Fargo Advisors 8900 W Highway 84, Waco, TX 76712 25487xxxx6
McCulloch & Associates 1600 Lake Air Dr Ste 114, Waco, TX 76710 25473xxxx7
Winnow Wealth 200 W State Highway 6, Waco, TX 76712
25477xxxx0 cha*@w***********.com
Whitaker Spinks & Koslovsky 4901 Lakewood Dr, Waco, TX 76710
25477xxxx0 hal@w*****.com 15 23 15
FirstCityfinancial Corporation 6400 Imperial Dr, Waco, TX 76712
25476xxxx0 alc*********@f***.com
Passport Fuel Investments Inc 739 Sun Valley Blvd, Hewitt, TX 76643 25433xxxx5
Gerhardt Korn - Thrivent 115 Burnett Ct Ste B, Woodway, TX 76712
25477xxxx7 adm**@d***********.com
Brooks Wealth Advisors 100 North Ave G, Clifton, TX 76634 25467xxxx0 4
Ubs 200 W State Highway 6 Ste 400, Woodway, TX 76712
25475xxxx0 aar*******@u**.com 229697 242000
Mattson, Brian V 5400 Bosque Blvd, Waco, TX 76710
25477xxxx3 mat*************************@p****.dreamhost
Beene Wealth Management Group 400 Austin Ave #200, Waco, TX 76701
25475xxxx5 cha**@b*******.com 5 1 192 14 195
McLennan Community Investment Fund 605 Austin Ave Suite #105, Waco, TX 76701
25498xxxx3 ed@m****.org 193 12 271
Tucker, Nita 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx7 ann********@m*.com
Rkl Financial Management 1600 Lake Air Dr, Waco, TX 76710 25423xxxx7
Edward Jones 4201 Lake Shore Dr Ste K, Waco, TX 76710 25477xxxx5 a.j*********@e**********.com 87283 99000
Raymond James 345 Owen Ln, Waco, TX 76710
25477xxxx0 aar************@r***********.com 344 2 355
Patillo Brown & Hill - CPA's Serving theWaco Area
25422xxxx1 aad***@p*****.com
High & Associates Inc 105 Old Hewitt Rd, Ste 200-400, Waco, TX 76712
25433xxxx0 ant****@h****************.net
HAP Nielsen Investments 1512 Lake Air Dr, Waco, TX 76710
25474xxxx5 dai**@h*************.com
Edward Jones - Financial Advisor: Wesley C Rolan 400 Austin Ave Ste 301, Waco, TX 76701 25473xxxx7
Nexus Investments 1105 Wooded Acres Dr, Waco, TX 76710 25477xxxx4
Vannoy Advisory Group Inc 2501 Austin Ave, Waco, TX 76710
25422xxxx3
Bill Dietz - Raymond James 5400 Bosque Blvd, Waco, TX 76710
25429xxxx8 aar************@r***********.com
Chamblee, Kristen 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx3 and*************@m*.com
Timothy Griesse - Thrivent 115 Burnett Ct Ste B, Woodway, TX 76712
25477xxxx7 adm**@d***********.com 85
Holley, James 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx1 ann********@m*.com
V Montgomery Bailey Enterprise 225 Londonderry Dr, Waco, TX 76712 25433xxxx6
Academy Capital Management 500 N Valley Mills Dr Ste 200, Waco, TX 76710
25475xxxx5 and****@a*****************.com
Mattson Financial Services 5400 Bosque Blvd Ste 453, Waco, TX 76710
25477xxxx3
Financial Services Group 4901 Lakewood Dr, Waco, TX 76710 25477xxxx3
Hayes, Terry 510 N Valley Mills Dr, Waco, TX 76710
25475xxxx8 ann********@m*.com
Timothy Rothenbush - Thrivent 115 Burnett Ct Ste B, Woodway, TX 76712
25477xxxx7 adm**@d***********.com
Hascor Financial Services 500 N Valley Mills Dr, Waco, TX 76710 25422xxxx7
Lovett and Associates 16100 Badger Ranch Blvd, Woodway, TX 76712 25475xxxx6 bet****@l**************.com 5 4 295 3 309
My Federal Retirement Help | Tom Hofferber 6801 Sanger Ave Ste 130A, Waco, TX 76710
25430xxxx1 inf*@m**********************.com 533 558
Shd Investment Inc 400 N 18th St, Waco, TX 76701 25475xxxx0
Baylor University Office of Investments 201 S 2nd St, Waco, TX 76701
25471xxxx7 a.-******************@b*****.edu
TM Financial Group 7728 Central Park Dr, Waco, TX 76712
25474xxxx0 inf*@t***************.com
Edward Jones 901 N Loop 340, Waco, TX 76705 25479xxxx6
Edward Jones - Financial Advisor: Peyton Fisk 801 Washington Ave Ste 601, Waco, TX 76701 25479xxxx6
Edward Jones - Financial Advisor: Brad L Hill 8810 Woodway Dr Ste 307, Waco, TX 76712
25430xxxx0 a.j*********@e**********.com 88560 101000
Easy Home 1411 N Valley Mills Dr Ste G, Waco, TX 76710 25477xxxx0
Resource Benefits Administrators 5400 Bosque Blvd, Waco, TX 76710
25477xxxx4 bsa*****@r************.com 59 61
Wells Fargo Advisors 1400 Corsicana Hwy, Hillsboro, TX 76645 25458xxxx0
Sterling Trust Co 7901 Fish Ranch Rd, Waco, TX 76710 25439xxxx0
Advanced Financial Strategies 1000 W State Highway 6, Waco, TX 76712
25477xxxx4 che**@a************.com
Cord Financial Service 7524 Bosque Blvd, Woodway, TX 76712 25474xxxx6 abu****@c************.com 454
Brazos Investment Advisory Service 205 Hunters Run, Woodway, TX 76712 25474xxxx8
New England Financial 4501 Pine Ave, Waco, TX 76710 25475xxxx4
Edward Jones - Financial Advisor: Brad Wilson 250 Sharron Dr, Woodway, TX 76712
25477xxxx7 a.j*********@e**********.com 235
Texas Commercial & Industrial Real Estate 1620 W Loop 340 Suite 10, Woodway, TX 76712
25466xxxx0 joh*@t***************.com
Central Texas Wealth Management Group 4600 Bosque Blvd Ste 1, Waco, TX 76710 25477xxxx6
Edward Jones - Financial Advisor: Doug Still 200 W State Highway 6 Ste 260, Woodway, TX 76712
25477xxxx0 a.j*********@e**********.com 87296 99000
Nylife Securities 5400 Bosque Blvd, Waco, TX 76710
25430xxxx2 a.-*****************@n**********.com 654084 658000
Edward Jones - Financial Advisor: Matt Rollins 1411 N Valley Mills Dr, Waco, TX 76710
25439xxxx7 a.j*********@e**********.com 87358 99000
JRBT 5400 Bosque Blvd Ste 500, Waco, TX 76710
25477xxxx0 a@j***.com 82 861
Merrill Randy G 1512 Lake Air Dr, Waco, TX 76710 25474xxxx4
Independent Financial 5401 Bosque Blvd, Waco, TX 76710 25439xxxx6
Jordan Kleckley 3131 E 29th Bldg C Bryan, TX 77802
36154xxxx7 jor***@b*************.com 5 7
Five Star Funding 2205 Austin Ave, Waco, TX 76701 25471xxxx2
Corporate Investors Service Inc - CLOSED 510 N Valley Mills Dr, Waco, TX 76710 25477xxxx1
Jaynes, Reitmeier, Boyd & Therrell PC 5400 Bosque Blvd, Waco, TX 76710
25477xxxx0 aar***********@j***.com 795 75 853
New England Financial 115 E Center St, Lorena, TX 76655 25485xxxx1
Cord Financial Service 816 N Valley Mills Dr, Waco, TX 76710 25474xxxx2
Tm Financial Group 150 Midway Ctr, Woodway, TX 76712 25474xxxx0
Stifel - Waco, TX PCG 1200 W State Highway 6 Ste 3, Waco, TX 76712
25439xxxx0 4446 4900
Payment One Financial 1014 N Valley Mills Dr, Waco, TX 76710
25475xxxx1 ama*****@p*******.com 5 274 3071 149 3000 5 1
Slickrock Investments 2172 Mount Moriah Rd, Riesel, TX 76682 25436xxxx6
Credit Repair Serving theWaco Area 25475xxxx6
Money Management International 6801 Sanger Ave Ste 202, Waco, TX 76710 86653xxxx5
Edward Jones - Financial Advisor: John M Maddux 400 Sapphire Blvd, Hewitt, TX 76643
25466xxxx9 a.j*********@e**********.com 5 3 17 17
Advanced Financial Strategies 125 Topeka Dr Ste A, Woodway, TX 76712
80087xxxx7 che**@a************.com
Farmers Financial Services - CLOSED 324 Lake Air Dr, Waco, TX 76710
July Business Services 400 Austin Avenue Suite 1200, Waco, TX 76701
25429xxxx5 aab**********@j***********.com 476 61 524
Jackson Insurance-Financial 205 E Elm St, Hillsboro, TX 76645
25458xxxx5 5 1 3 2
PJC Investments, LLC. 204 Woodhew Dr, Waco, TX 76712 25487xxxx4 5 1
Edward Jones 200 W State Highway 6, Waco, TX 76712
25477xxxx0 a.j*********@e**********.com 243
Brandon Kubitza - Thrivent 115 Burnett Ct Ste B, Woodway, TX 76712
25477xxxx7 adm**@d***********.com
Investa Asset Management 750 Westwood Dr, Marlin, TX 76661
51280xxxx0 bmc*****@i******.com
Raymond James Financial 1000 W State Highway 6 Ste 110, Woodway, TX 76712
25482xxxx0 aar************@r***********.com
Secured First Financial 7215 Bosque Blvd, Waco, TX 76710
25426xxxx5 joh*@s*******.com
Bill Dietz - Raymond James 5400 Bosque Blvd Ste 690, Waco, TX 76710
25429xxxx8 aar************@r***********.com 17528 18000
Wealth Advisors 1304 Chapel Creek Rd, Waco, TX 76712 25473xxxx5
Jim Morrison Financial 710 N 64th St, Waco, TX 76710
25477xxxx0 adm************@l***********.com 63 76
Edward Jones - Financial Advisor: Jeremy C Doyle 200 W State Highway 6 Ste 260, Woodway, TX 76712 25477xxxx0
Community Bank & Trust 1800 Washington Ave, Waco, TX 76701
25475xxxx1 aan***********@c******.bank
Kingsview Asset Management 1101 Wooded Acres Dr, Waco, TX 76710 25424xxxx7
Evans & Associates 6801 Sanger Ave Ste 227, Waco, TX 76710 25477xxxx3
Power & Sons Investment Inc 5601 Edmond Ave, Waco, TX 76710 25477xxxx1
SeniorCare Planners 6801 Sanger Ave, Waco, TX 76710
25477xxxx1 ama***@j******.com
Sharon Koester - Thrivent 115 Burnett Ct Ste B, Woodway, TX 76712
25477xxxx7 adm**@d***********.com
Extraco Investments 1700 N Valley Mills Dr, Waco, TX 76710
25452xxxx5 asa******@e****************.com
Beacon Pointe Advisors 4830 Lakewood Dr #6, Waco, TX 76710
25477xxxx0 a.c***@b***********.com
BeaconPay Solutions 510 Austin Ave Ste 230, Waco, TX 76701
25428xxxx1 inf*@b*********.com 1705 8 1700
Slaughter Investments 312 Oakwood Ln, Hewitt, TX 76643 25423xxxx4
Castle Investor Coaching 6801 Sanger Ave, Waco, TX 76710 25477xxxx0