| Merrill Lynch Financial Advisor Malonn M Barnes |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx1 |
aar**********@s*****.com |
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| Shiells & Hammer |
3400 Douglas Blvd Ste 220 Roseville, CA 95661 |
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91691xxxx4 |
ash*****@s***************.com |
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4.9 |
27 |
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384 |
2 |
379 |
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| Delta Wealth Management |
1420 S Mills Ave Ste H, Lodi, CA 95242 |
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20936xxxx5 |
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| Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107401 |
16349 |
108000 |
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| Charles Schwab |
525 Fulton Ave Sacramento, CA 95825 |
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91697xxxx3 |
app*******************@s*****.com |
3.6 |
17 |
2.5 |
12 |
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646246 |
192 |
658000 |
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| Done Right Financial Solutions |
4719 Quail Lakes Dr Ste G347 Stockton, CA 95207 |
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20956xxxx0 |
inf*@d**************************.com |
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| Cucchiaro Wealth Management |
3000 Executive Pkwy Ste 400 San Ramon, CA 94583 |
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92565xxxx2 |
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| Bloemhof Wealth Management |
1150 W Main St Ste 200, Ripon, CA 95366 |
|
20925xxxx3 |
Con***@b*********.com |
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| Sierra Pacific Financial Advisors |
7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566 |
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92522xxxx8 |
ama@s********.com |
4.8 |
4 |
4.8 |
5 |
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82 |
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| Adero Partners |
5000 Hopyard Rd Ste 460 Pleasanton, CA 94588 |
|
65025xxxx0 |
mad************@d*************************.com |
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| Essence Wealth & Insurance Services |
4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054 |
|
65074xxxx1 |
joh*@e************.com |
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5 |
49 |
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| Pleasanton Wealth |
218 Ray St Pleasanton, CA 94566 |
|
92542xxxx8 |
adv****@p***************.com |
5 |
2 |
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228 |
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| Morgan Stanley Wealth Management |
1020 10th St, Modesto, CA 95354 |
|
20952xxxx0 |
aar***********@m***********************.com |
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| Wellspring Consulting |
2635 N 1st St Ste 201 San Jose, CA 95134 |
|
40843xxxx8 |
ape**@w***********.com |
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5 |
1 |
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| Oliveira Wealth |
810 Standiford Ave, Modesto, CA 95350 |
|
20957xxxx2 |
a.-***@w********.com |
5 |
21 |
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| BlueSky Wealth Advisors |
1735 N 1st St Ste 295 San Jose, CA 95054 |
|
40865xxxx0 |
ali****@b********.com |
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| Alex Yang Tax and Accounting |
6200 Stoneridge Mall Rd Ste 300 Pleasanton, CA 94588 |
|
41594xxxx0 |
ebe*@e*******.com |
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5 |
5 |
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| M3 Insurance |
1137 Adam St Ste B Tracy, CA 95376 |
|
20983xxxx6 |
ang**@m**********.com |
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5 |
2 |
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| Global Realty Services |
4744 Quail Lakes Dr Ste A Stockton, CA 95207 |
|
20947xxxx0 |
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5 |
2 |
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| Tiger’s Eye Investment Group |
Stockton, CA 95204 |
|
20967xxxx0 |
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| Vantage Point Business Services Corp |
145 W 10th St Ste 100 Tracy, CA 95376 |
|
20947xxxx8 |
anh**@v***.com |
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3.6 |
29 |
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| Pantheon Wealth Planning |
1798 Technology Dr Ste 200 San Jose, CA 95110 |
|
40840xxxx2 |
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| Valley Strong Credit Union |
206 E Yosemite Ave Manteca, CA 95336 |
|
80022xxxx1 |
alf*****************@v***********.com |
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2.1 |
15 |
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| David Bobrowsky, CFP |
1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596 |
|
92532xxxx9 |
dbo*******@g*************.com |
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4.6 |
10 |
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| Stifel : Rob Thompson |
10100 Trinity Pkwy #320, Stockton, CA 95219 |
|
20988xxxx4 |
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| Wells Fargo Advisors |
10614 Trinity Pkwy, Stockton, CA 95219 |
|
20995xxxx3 |
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| IFC and Insurance Marketing, Inc. |
102 El Dorado St Auburn, CA 95603 |
|
53088xxxx0 |
dav**@i*****.com |
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5 |
5 |
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| Matt Corkern - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
|
20947xxxx6 |
acc**********@m************.com |
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| Klosek Law Offices |
820 Alhambra Blvd Sacramento, CA 95816 |
|
91629xxxx0 |
ah@k***************.com |
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4.9 |
59 |
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| Kelley Reed - State Farm Insurance Agent |
3400 Mt Diablo Blvd Ste 210 Lafayette, CA 94549 |
|
92582xxxx8 |
kel***@a********.com |
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4.3 |
10 |
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240 |
15 |
254 |
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| Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
adv*****@d***************.com |
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5 |
33 |
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| My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
1 |
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| Victoria Buckmann Programmed For Wealth |
2438 Victor Ct, Tracy, CA 95304 |
|
20983xxxx9 |
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| All About Your Taxes |
358 El Camino Real, San Bruno, CA 94066 |
|
65041xxxx2 |
akr**@a****************.com |
5 |
2 |
4.9 |
153 |
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| Charles Schwab |
508 Second St Ste 110 Davis, CA 95616 |
|
80043xxxx0 |
app*******************@s*****.com |
2.9 |
8 |
3 |
4 |
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| BlueSky Wealth Advisors |
1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566 |
|
92584xxxx8 |
ali****@b********.com |
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5 |
1 |
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90 |
2 |
112 |
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| Morgan Stanley Wealth Management |
2131 W March Ln, Stockton, CA 95207 |
|
20947xxxx0 |
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| J.R. Financial & Insurance Services |
2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050 |
|
40864xxxx2 |
and***@j****.com |
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4.8 |
28 |
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10 |
193 |
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| Pacific Private Wealth Management |
4529 Quail Lakes Dr B, Stockton, CA 95207 |
|
20939xxxx0 |
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| Rambo Wealth Mgmnt |
3031 W March Ln, Stockton, CA 95219 |
|
20947xxxx0 |
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| Elite Wealth Advisors |
1120 2nd St Ste 104, Brentwood, CA 94513 |
|
92562xxxx3 |
cjo*******@e******.com |
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| Merrill Lynch Wealth Management |
3255 W March Lane Ste 110, Stockton, CA 95219 |
|
20947xxxx0 |
ban********************@m*.com |
4 |
2 |
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| Kenneth E Boone Wealth Management |
723 W F St, Oakdale, CA 95361 |
|
20984xxxx0 |
jos*@k*******.com |
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| Insight Wealth Strategies |
7275 National Drive, Suite C, Livermore, CA 94550 |
|
80031xxxx8 |
agr***@i*************.com |
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| Belasa-Santos Tax & Wealth |
Stockton, CA 95209 |
|
20960xxxx7 |
bel*************************@w**********.com |
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| Hartmann Law Firm |
3425 Brookside Rd Ste A Stockton, CA 95219 |
|
20995xxxx0 |
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5 |
1 |
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| Common Wealth Business |
2032 Lonnie Beck Way, Stockton, CA 95209 |
|
20945xxxx0 |
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| Michael P. Lynch Wealth Management, LLC |
5250 Claremont Ave, Stockton, CA 95207 |
|
20947xxxx1 |
c18*****************************@s*****.wixpress |
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| Connie Holt - Goldsum Insurance Solutions |
1945 Contra Costa Blvd Ste 231052 Pleasant Hill, CA 94523 |
|
51086xxxx0 |
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4.9 |
9 |
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| Lynn Telford-Sahl, MA |
1101 Standiford Ave Ste B-2 Modesto, CA 95350 |
|
20950xxxx5 |
lyn************@g****.com |
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5 |
2 |
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890 |
2 |
862 |
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| Merrill Lynch Wealth Management |
1331 N California Blvd Ste 400 Walnut Creek, CA 94596 |
|
92594xxxx0 |
aar**********@s*****.com |
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1.8 |
5 |
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| Burnell Wealth Management |
15 St Andrews Rd Ste 10 Valley Springs, CA 95252 |
|
20992xxxx1 |
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5 |
1 |
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| Dedicated Financial Services |
301 S Ham Ln Ste C Lodi, CA 95242 |
|
20962xxxx5 |
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5 |
3 |
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| The Salvetti Group |
4633 Quail Lakes Dr, Stockton, CA 95207 |
|
20954xxxx0 |
aj@t***************.com |
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| TCP Wealth Management |
2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597 |
|
92593xxxx6 |
bi**@e********.com |
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5 |
1 |
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54 |
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55 |
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| Wealth Design Group |
3445 American River Dr Ste B Sacramento, CA 95864 |
|
91648xxxx9 |
gar*@w****************.com |
5 |
1 |
5 |
2 |
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187 |
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| Blakely Financial Services |
3439 Brookside Rd STE 210, Stockton, CA 95219 |
|
20995xxxx7 |
ask@p*************.com |
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|
356 |
19 |
359 |
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| Merrill Lynch Financial Advisor Brian E Soon |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx9 |
ari*********@m*.com |
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| Allison Wealth Management |
1375 Exposition Blvd Ste 201 Sacramento, CA 95815 |
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91643xxxx3 |
jan*****@a**********************.com |
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1 |
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| Vitucci Integrated Planning |
2890 N Main St Ste 201 Walnut Creek, CA 94597 |
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92537xxxx0 |
can****@v**************.com |
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5 |
3 |
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103 |
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111 |
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| Michael P. Lynch Wealth Management, LLC |
5250 Claremont Ave #145, Stockton, CA 95207 |
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20947xxxx1 |
c18*****************************@s*****.wixpress |
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| Acclaro Wealth Management |
1850 Mt Diablo Blvd Ste 401 Walnut Creek, CA 94596 |
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92595xxxx4 |
fir**@a************.com |
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| Charles Schwab |
1231 S California Blvd Walnut Creek, CA 94596 |
|
92597xxxx0 |
ask******@s*****.com |
3 |
21 |
3 |
21 |
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| Pam Aberle - State Farm Insurance Agent |
1373 Lakewood Mall Lodi, CA 95242 |
|
20936xxxx0 |
joh*******@p********.com |
4.8 |
72 |
3.9 |
11 |
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86 |
2 |
91 |
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| Global Wealth Harbor |
1255 Treat Blvd Ste 300 Walnut Creek, CA 94597 |
|
34792xxxx6 |
c18*****************************@s*****.wixpress |
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| BayBridge Capital Group |
2205 Fourth St Livermore, CA 94551 |
|
88844xxxx4 |
bbu*****@b**********.com |
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5 |
4 |
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| Scott Lucas Health and Medicare Insurance Brokers |
5819 Chenault Dr Modesto, CA 95356 |
|
20975xxxx1 |
sco**@l*******.com |
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5 |
1 |
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| Gateway Financial Advisors |
1801 N California Blvd Ste 106 Walnut Creek, CA 94596 |
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92532xxxx7 |
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| Eddie Zeiter - Private Wealth Advisor, Ameriprise Financial Services |
1301 L St Ste 2, Modesto, CA 95354 |
|
20957xxxx3 |
adr**************@a***.com |
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| People First Integrity Finanical |
2819 W March Ln Ste B6-169 Stockton, CA 95219 |
|
85572xxxx3 |
cre*****@a*************.com |
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| Mission Wealth |
1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596 |
|
41541xxxx0 |
ach****@m************.com |
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| Rodriguez Lagorio, LLP |
43430 Mission Blvd Ste 210 Fremont, CA 94539 |
|
92596xxxx9 |
mro*******@l*********.com |
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5 |
58 |
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| Valley Wealth A Div-United |
300 Banner Ct Ste 1, Modesto, CA 95356 |
|
20957xxxx0 |
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| Merrill Lynch Financial Advisor Jordon Chee |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx9 |
ari*********@m*.com |
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| Stifel |
10100 Trinity Pkwy #320, Stockton, CA 95219 |
|
20988xxxx0 |
3d@s*****.com |
5 |
1 |
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4772 |
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5200 |
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| Farmers Insurance - Ken Smalley |
1851 Heritage Ln Ste 297 Sacramento, CA 95815 |
|
91692xxxx6 |
aca*****@f***********.com |
5 |
41 |
4.7 |
19 |
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566 |
221 |
551 |
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| TSM Wealth Management |
1317 Oakdale Rd, Modesto, CA 95355 |
|
20952xxxx6 |
dia***@t***********.com |
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| Sampson Investment Management |
171 Front St Ste 100 Danville, CA 94526 |
|
92574xxxx9 |
pat****@s*****************.com |
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4 |
2 |
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| Ascending Assets |
Merced, CA 95348 |
|
70786xxxx5 |
bfb*****************************@s*****.wixpress |
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| Faircloth Wealth Management of Raymond James |
832 12th St, Modesto, CA 95354 |
|
20957xxxx7 |
aar************@r***********.com |
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17532 |
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18000 |
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| New York Life Insurance -Albert Paula |
777 S Ham Ln Ste D Lodi, CA 95242 |
|
20933xxxx0 |
arp****@e**************.com |
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| Valley Strong Credit Union |
2405 S Airport Way Stockton, CA 95206 |
|
80022xxxx1 |
fra*******@v***********.com |
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1 |
1 |
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21959 |
817 |
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| Sanjiv Gupta, CPA |
5820 Stoneridge Mall Rd Ste 222 Pleasanton, CA 94588 |
|
51082xxxx3 |
cpa******@s********.com |
4.6 |
19 |
4.5 |
73 |
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715 |
3 |
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| Balam Wealth Management |
1420 F St Fl 1, Modesto, CA 95354 |
|
20940xxxx7 |
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| Major Wealth Financials |
Antioch, CA 94509 |
|
87725xxxx0 |
adm**@m********************.com |
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| Thomas K Winkler - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx0 |
dns*****@a***.com |
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| Pacific Precious Metals |
1330 Broadway Ave N Suite E Walnut Creek, CA 94596 |
|
92554xxxx6 |
inf*@p********************.com |
5 |
8 |
4.7 |
14 |
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| Meritage Wealth Advisory |
1107 El Rio Ct, Livermore, CA 94551 |
|
92529xxxx6 |
inf*@m**************.com |
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522 |
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| Prosperity Financial Group |
2333 San Ramon Vly Blvd 200 Ste 200 San Ramon, CA 94583 |
|
92531xxxx0 |
ell***@p***********.com |
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5 |
2 |
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3803 |
25 |
3800 |
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| Casey Knowles - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
|
20947xxxx3 |
acc**********@m************.com |
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| Lovell Wealth Management |
1990 N California Blvd Ste 830 Walnut Creek, CA 94596 |
|
92593xxxx2 |
ste***********@l*********************.com |
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| Granite Wealth Management |
4101 Tully Rd Ste 301 Modesto, CA 95356 |
|
20984xxxx4 |
ada*@g***************.com |
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| Twin Rivers Wealth Management |
Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
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5 |
4 |
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| Repair and Rebuild With Divaritahustla |
Oakley, CA 94561 |
|
51071xxxx8 |
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| Executive Wealth Strategies |
156 Diablo Rd Ste 320 Danville, CA 94526 |
|
92526xxxx5 |
inf*@e****************.com |
5 |
1 |
5 |
3 |
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| Kneeland Insurance Service |
1030 S Hutchins St Ste 4-146 Lodi, CA 95240 |
|
20922xxxx0 |
ayn**@k****************.com |
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| Capital Wealth Management |
723 N Main St, Manteca, CA 95336 |
|
20982xxxx4 |
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| Structure Financial Group - Ameriprise Financial Services, LLC |
3031 W March Ln Ste 209, Stockton, CA 95219 |
|
20995xxxx1 |
dns*****@a***.com |
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| Guanill Wealth Management |
333 University Ave Ste 200 Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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4.2 |
5 |
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| GS Financial Services |
Concord, CA 94520 |
|
92576xxxx5 |
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5 |
1 |
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| Select Wealth Advisors Inc |
2020 Standiford Ave Ste F3, Modesto, CA 95350 |
|
20957xxxx0 |
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| Recharge Wealth |
2603 Camino Ramon Ste 200 San Ramon, CA 94583 |
|
51049xxxx2 |
inf*@r*************.com |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
4 |
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| Randi Bednarczyk - Diamond Oak Wealth Partners |
1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596 |
|
92547xxxx4 |
ran*************@d***************.com |
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5 |
3 |
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| Law Offices of Patricia Rowe |
1401 Franquette Ave Concord, CA 94520 |
|
92525xxxx0 |
jsm***@p***********.com |
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5 |
1 |
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| Journey Wealth Management |
903 W Center St Ste 7, Manteca, CA 95337 |
|
20982xxxx8 |
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| Onward Wealth Management - Ameriprise Financial Services |
2087 Grand Canal Blvd Ste 2, Stockton, CA 95207 |
|
20957xxxx3 |
adr**************@a***.com |
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| Schneider Asset Management |
3439 Brookside Rd STE 211, Stockton, CA 95219 |
|
20988xxxx1 |
eri*@s*************.com |
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| Silverman & Jaffe, P.C. |
1910 Olympic Blvd Ste 330 Walnut Creek, CA 94596 |
|
92570xxxx4 |
rsi*******@r************.com |
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4.6 |
11 |
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22 |
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| Ben Mohr |
6216 Lakeview Cir San Ramon, CA 94582 |
|
92589xxxx7 |
|
5 |
4 |
5 |
6 |
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| PWJohnson Wealth and Legacy |
2051 Grant Rd Ste 240 Los Altos, CA 94024 |
|
40874xxxx2 |
aus*****@p********.com |
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5 |
2 |
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| Select Wealth Advisors Inc |
1101 Sylvan Ave Ste C203, Modesto, CA 95350 |
|
20957xxxx0 |
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| Nathan Mahlik - State Farm Insurance Agent |
939 Hartz Way Ste 104 Danville, CA 94526 |
|
92583xxxx3 |
nat***@m************.com |
|
|
4.9 |
45 |
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| SJ Accounting Consulting |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
40843xxxx6 |
c18*****************************@s*****.wixpress |
|
|
5 |
10 |
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| ACE Cash Express |
2002a Pacific Ave, Stockton, CA 95204 |
|
20937xxxx5 |
aal*****@a*************.com |
4.9 |
321 |
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| Ryder Brose, MFP RFC |
1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596 |
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5 |
1 |
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| Pacific Private Wealth Management, Llc |
2155 W March Lane Ste 2d, Stockton, Ca 95207 |
|
20939xxxx0 |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
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4.9 |
93 |
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775 |
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833 |
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| Onward Wealth Management - Ameriprise Financial Services |
1301 L St Ste 2, Modesto, CA 95354 |
|
20957xxxx3 |
adr**************@a***.com |
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| Jacob Bruce - Financial Professional |
1948 W Benjamin Holt Dr, Stockton, CA 95207 |
|
20964xxxx3 |
aar**@c*******.com |
5 |
10 |
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| Goldstrand Planning Group |
2800 W March Ln Ste 326 Stockton, CA 95219 |
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20947xxxx0 |
chr**@g*********.com |
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| Annuity General |
Serving theStockton Area |
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80033xxxx4 |
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| Nurtured Wealth |
1255 Treat Blvd Ste 300 Walnut Creek, CA 94597 |
|
92528xxxx9 |
jes****@n*************.com |
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5 |
1 |
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| Spectrum Wealth Partners |
3201 Danville Blvd Ste 190 Alamo, CA 94507 |
|
92557xxxx0 |
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| All Seasons Real Estate, Loans & Tax |
3128 Harbor St, Pittsburg, CA 94565 |
|
92542xxxx3 |
dj@i**********.business |
4.8 |
5 |
4.5 |
8 |
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| FinDec |
1776 W March Ln, Stockton, CA 95207 |
|
85543xxxx2 |
az@f*****.com |
2 |
10 |
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899 |
48 |
912 |
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| Tomren Wealth Management |
12667 Alcosta Blvd Ste 355 San Ramon, CA 94583 |
|
92583xxxx0 |
ale***@t***********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Joel L Carignan, CFP®|ChFC® |
3031 W March Ln Suite 116, Stockton, CA 95219 |
|
20947xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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85286 |
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| Edelman Financial Engines |
370 Diablo Rd Ste 201 Danville, CA 94526 |
|
83375xxxx3 |
aar*******@e**********************.com |
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5 |
2 |
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18769 |
23 |
20000 |
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| Folsom Wealth Advisors |
Folsom, CA 95630 |
|
91623xxxx4 |
c18*****************************@s*****.wixpress |
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| WealthPRIME |
4966 El Camino Real Ste 212 Los Altos, CA 94022 |
|
85577xxxx0 |
doe****@w**********.com |
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5 |
1 |
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| United Capital Private Wealth Counseling |
909 15th St Ste 1, Modesto, CA 95354 |
|
20953xxxx5 |
abc*******@u*******.com |
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| Tax Services |
2678 North Main Street Suite 23 Walnut Creek, CA 94597 |
|
92576xxxx1 |
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4.8 |
103 |
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| Certified Planners Inc |
2333 San Ramon Valley Blvd Ste 185 San Ramon, CA 94583 |
|
92555xxxx0 |
ae@c*******************.com |
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3.3 |
3 |
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| Money Ties financial |
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66189xxxx7 |
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| Navy Federal Credit Union |
2040 Harbison Dr Ste E Vacaville, CA 95687 |
|
88820xxxx7 |
a.-********@n**********.org |
3.7 |
101 |
2.9 |
77 |
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189880 |
8039 |
11 |
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| Humanity Wealth Advisors |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
|
51093xxxx8 |
hsh*****@h*************.com |
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| LPL Financial - Blackmont Wealth Management Group |
99 S Almaden Blvd Ste 600 San Jose, CA 95113 |
|
66923xxxx0 |
a.n*****@l**.com |
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5 |
1 |
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| MJ Partners |
2880 Zanker Rd Ste 203 San Jose, CA 95134 |
|
40885xxxx8 |
dan*@m*******************.com |
4.6 |
26 |
4.3 |
13 |
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| Pacific Precious Metals |
39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538 |
|
34134xxxx1 |
chr******@p********************.com |
4.8 |
31 |
4.7 |
52 |
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| WA Wealth Management |
2255 Watt Ave Ste 325 Sacramento, CA 95825 |
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| Tina Wells Lee & Associates |
221 Tuxedo Ct # B, Stockton, CA 95204 |
|
20947xxxx0 |
jas****@t***********.net |
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| Laddi Jhuty, CFP |
5201 Great America Pkwy Ste 350 Santa Clara, CA 95054 |
|
51081xxxx4 |
inf*@n********.com |
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4.2 |
20 |
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| Fiduciary Financial Group |
1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596 |
|
41571xxxx1 |
adm**@f********.com |
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3 |
2 |
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| Premier Wealth Management |
Serving theStockton Area |
|
20920xxxx7 |
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| Samantha Quintanilla - Keller Williams Peninsula Estates |
1430 Howard Ave, Burlingame, CA 94010 |
|
65097xxxx9 |
acc**********@k*.com |
5 |
4 |
5 |
18 |
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199106 |
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| Brian Rambo Financial Services |
3031 W March Ln, Stockton, CA 95219 |
|
20947xxxx0 |
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| The Wealth Conservatory |
1751 Barcelona St, Livermore, CA 94550 |
|
92533xxxx6 |
bar*****@w*****************.com |
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212 |
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212 |
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| Insight Legal |
3100 Mowry Ave, Ste 401 Fremont, CA 94538 |
|
51051xxxx9 |
inf*@i*************.com |
4.5 |
30 |
4.9 |
42 |
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| Phuong La, EA |
166 Geary St 1500 1271 San Francisco, CA 94108 |
|
41574xxxx5 |
exa****@m***.com |
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5 |
5 |
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| Oak Tree Wealth Management |
1159 Altdorf Ter Incline Village, NV 89451 |
|
77529xxxx2 |
ben@o************.com |
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5 |
3 |
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| Christopher Olsen - Private Wealth Advisor, Ameriprise Financial Services |
801 S Ham Ln Ste H, Lodi, CA 95242 |
|
20936xxxx0 |
adr************@a***.com |
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183 |
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182 |
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| Business Common Wealth |
3448 W Benjamin Holt Dr Stockton, CA 95219 |
|
20945xxxx0 |
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| Best Financial Life |
9000 Crow Canyon Rd Ste # S 177 Danville, CA 94506 |
|
92538xxxx9 |
joe@b**********.com |
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5 |
9 |
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| Impact Financial Advisors |
2827 Spafford St Ste B2 Davis, CA 95618 |
|
53074xxxx6 |
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5 |
1 |
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| Matheson Financial Partners |
836 57th St, Sacramento, CA 95818 |
|
91699xxxx4 |
inf*@s***********.com |
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5 |
1 |
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122 |
|
123 |
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| Babylon Wealth Management |
1501 N Broadway Ste 204 Walnut Creek, CA 94596 |
|
92544xxxx0 |
sto***@b************.com |
5 |
4 |
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173 |
|
174 |
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| Morgan Stanley |
1333 N California Blvd Ste 133 Walnut Creek, CA 94596 |
|
92593xxxx0 |
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1.8 |
13 |
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| Shield Financial and Insurance Services |
12907 Alcosta Blvd Ste A2 San Ramon, CA 94583 |
|
92597xxxx8 |
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4.5 |
8 |
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| Modern Wealth Partners |
3000 Executive Pkwy Ste 400 San Ramon, CA 94583 |
|
92527xxxx0 |
ben*****@m*********************.com |
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| Amro Ahmed |
Manteca, CA 95337 |
|
40896xxxx4 |
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| RBC Wealth Management |
99 Almaden Blvd Ste 300 San Jose, CA 95113 |
|
40829xxxx2 |
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3.7 |
3 |
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| Brecher & Choate Business Advisors |
4529 Quail Lakes Dr, Stockton, CA 95207 |
|
20923xxxx0 |
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3 |
5 |
5 |
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| WTG Wealth Solutions |
9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827 |
|
91658xxxx1 |
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5 |
1 |
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| Carr Wealth Management |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
92548xxxx1 |
ant****@c*********.com |
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| BluePrint Wealth Partners |
5000 Executive Pkwy Ste 290 San Ramon, CA 94583 |
|
92580xxxx5 |
abu**@d*****************.com |
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| Charles Schwab |
3101 W March Ln Ste A, Stockton, CA 95219 |
|
20947xxxx5 |
3d@c*****.schwab |
3.4 |
8 |
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| Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services |
726 14th St Ste D, Modesto, CA 95354 |
|
92594xxxx8 |
dns*****@a***.com |
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| Charles Schwab |
6200 Stoneridge Mall Rd Pleasanton, CA 94588 |
|
92587xxxx0 |
ask******@s*****.com |
|
|
3.4 |
7 |
|
|
646598 |
215 |
657000 |
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| BluePrint Wealth Partners |
15 St Andrews Rd Ste 10 Valley Springs, CA 95252 |
|
20992xxxx7 |
abu**@d*****************.com |
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| Zeigler Insurance |
1300 Central Blvd Ste B Brentwood, CA 94513 |
|
92563xxxx0 |
dir*@z***************.com |
|
|
4.8 |
19 |
|
|
567 |
8 |
599 |
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| Bob Jersin, CFA, CPA, MBA -Jersin Financial Services |
931 Hartz Way Ste 120 Danville, CA 94526 |
|
92572xxxx0 |
bob@j**************.com |
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5 |
1 |
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| Books in Harmony |
2930 Domingo Ave, Ste 1555, Berkeley, CA 94705 |
|
92530xxxx2 |
inf*@b*************.com |
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5 |
12 |
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| The Blackprint to Wealth |
Arden-Arcade, CA 95825 |
|
91653xxxx4 |
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5 |
1 |
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| Craig Massei - Associate Financial Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd ste 2 & 3 & 4, Stockton, CA 95207 |
|
20947xxxx0 |
cra*********@a***.com |
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| Granite Wealth Management |
810 Standiford Ave Ste 5, Modesto, CA 95350 |
|
20984xxxx4 |
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| Thomas Doll |
165 Lennon Ln Ste 200 Walnut Creek, CA 94598 |
|
92593xxxx0 |
all****@t*********.com |
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3.1 |
8 |
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497 |
55 |
505 |
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| Jeanine Nucum - Mortgage Brokers GTG Financial |
490 Chadbourne Rd Ste A147 Fairfield, CA 94534 |
|
70736xxxx7 |
jea****@g****.com |
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5 |
118 |
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| Falcon Wealth Planning |
2570 N First St Ste 200 San Jose, CA 95131 |
|
85596xxxx6 |
inf*@f*******.com |
4.7 |
14 |
1 |
1 |
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| KW Wealth Management |
2377 Gold Meadow Way Unit 100 Gold River, CA 95670 |
|
91675xxxx8 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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| Delta Wealth Management |
19344 Rosewood Way, Woodbridge, CA 95258 |
|
20922xxxx4 |
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| Abundance Wealth Planning |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
|
51093xxxx7 |
hel**@f******.com |
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5 |
10 |
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111 |
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| Nicholas Pension Consultants |
10933 Trade Center Dr Ste 100 Rancho Cordova, CA 95670 |
|
91663xxxx0 |
ada*@n**************.com |
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2.4 |
20 |
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| Law Offices of Robert E Greeley |
2166 The Alameda, San Jose, CA 95126 |
|
40827xxxx0 |
rob***@r***************.com |
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5 |
116 |
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| Rivermark Wealth Management |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
40837xxxx7 |
inf*@f*******.com |
5 |
6 |
5 |
1 |
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254 |
21 |
290 |
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| Nix Wealth Management |
1545 River Park Dr Ste 401 Sacramento, CA 95815 |
|
91692xxxx9 |
afh***************@b******************.com |
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| Valley Financial Services |
5757 Pacific Ave Suite 248, Stockton, CA 95207 |
|
20947xxxx5 |
pal*****@c*************.com |
3.7 |
3 |
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| Blomberg & Griffin Accountancy Corporation |
1013 N California St, Stockton, CA 95202 |
|
20946xxxx4 |
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4.5 |
4 |
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| Grant Private Wealth Management Inc. |
1601 N Main St Ste 204 Walnut Creek, CA 94596 |
|
92537xxxx0 |
gra**@g***********.com |
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5 |
3 |
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33 |
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| VG Capital Financial Services LLC |
3244 Brookside Rd #140, Stockton, CA 95219 |
|
20976xxxx9 |
ale*****@v********.net |
5 |
9 |
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171 |
102 |
237 |
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| Bank of Marin |
66 Main Street, Ione, CA 95640 |
|
20927xxxx1 |
ach**********@b**********.com |
4.7 |
3 |
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| Wealth Recovery Solutions |
255 N Market St Ste 120 San Jose, CA 95110 |
|
40827xxxx9 |
col*************@g****.com |
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4.6 |
7 |
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232 |
51 |
234 |
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| SJ Accounting Consulting, CPA CFP |
1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035 |
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|
c18*****************************@s*****.wixpress |
5 |
5 |
4.8 |
37 |
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| Thorson Financial Estate Mgmt |
1101 Standiford Ave Ste C-2 Modesto, CA 95350 |
|
20952xxxx0 |
dan**@t***************.com |
|
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4 |
5 |
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57 |
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59 |
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| Goldstrand Planning Group, Inc. |
2800 W March Ln Suite 326, Stockton, CA 95219 |
|
20947xxxx0 |
chr**@g*********.com |
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| Merrill Lynch Financial Advisor Tanner Choate |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx0 |
ari*********@m*.com |
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| Allied Tax Planners |
7300 Johnston Rd Ste B Pleasanton, CA 94588 |
|
51069xxxx6 |
bra*@a****************.com |
5 |
3 |
5 |
31 |
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| JW Harrison Financial - Lodestar |
1655 N Main St Ste 390 Walnut Creek, CA 94596 |
|
92583xxxx4 |
bry**@j*********.com |
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5 |
9 |
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| Thomas K Winkler - Private Wealth Advisor, Ameriprise Financial Services |
2087 Grand Canal Blvd Ste 2, Stockton, CA 95207 |
|
20947xxxx0 |
dns*****@a***.com |
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| Andreason Elisabeth, CFP, CAP |
1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596 |
|
92593xxxx9 |
int**********@m************.com |
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5 |
6 |
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| Thrive Wealth Solutions |
1798 Technology Dr Ste 178 San Jose, CA 95110 |
|
40828xxxx8 |
adm**@t*************.com |
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| Morgan Stanley - The Du Borg Group |
1333 N California Blvd Ste 1333 Walnut Creek, CA 94596 |
|
41569xxxx4 |
acc**********@m************.com |
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5 |
1 |
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| Eddie Zeiter - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207 |
|
|
adr**************@a***.com |
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| Family Wealth Law Group, Professional Corporation |
3626 Fair Oaks Blvd Ste 300 Sacramento, CA 95864 |
|
91652xxxx2 |
aly***@f*******************.com |
|
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4.6 |
10 |
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| Total Solutions Alliance |
110 N San Joaquin St Fl 2 Stockton, CA 95202 |
|
20922xxxx3 |
inf*@t*********************.com |
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| Darci Gutierrez Insurance Services |
6937 Village Pkwy Ste 2392 Dublin, CA 94568 |
|
92545xxxx1 |
dar**@d*********.com |
|
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5 |
50 |
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| Smart Path Wealth Management |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
92526xxxx5 |
jsm***@s**********.com |
5 |
2 |
5 |
8 |
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| Sightline Wealth |
9700 Business Park Dr Ste 204 Sacramento, CA 95827 |
|
91639xxxx7 |
c18*****************************@s*****.wixpress |
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| Capitol Wealth Management |
701 Fulton Ave Sacramento, CA 95825 |
|
91692xxxx0 |
kat*@c********.com |
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| Jacob Vance Gunter - Bank of the West Wealth Management Advisor |
5555 N Pershing Ave, Stockton, CA 95207 |
|
20956xxxx8 |
aab****@b************.com |
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98474 |
1600 |
99000 |
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| The Working Wealth Planner |
301 S Ham Ln, Lodi, CA 95242 |
|
20962xxxx5 |
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| Charlie Christensen - Private Wealth Advisor, Ameriprise Financial Services |
250 Cherry Ln Ste 114, Manteca, CA 95337 |
|
20952xxxx3 |
adr**************@a***.com |
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| Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
|
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5 |
9 |
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| Global Wealth Partners |
1764 The Alameda San Jose, CA 95126 |
|
40823xxxx0 |
ana***@g**********************.com |
|
87 |
1 |
1 |
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35 |
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| Wooten Grants Consulting |
Fresno, CA 93727 |
|
|
ali***@w***********.com |
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| Northwestern Mutual Financial: Smith Gerald L |
1545 St Marks Plaza Suite 5, Stockton, CA 95207 |
|
20932xxxx0 |
a.-***********@n*****************.com |
|
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|
107348 |
16227 |
108000 |
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| Karen Lee Looper - Private Client Advisor |
5555 N Pershing Ave, Stockton, CA 95207 |
|
20923xxxx3 |
aab****@b************.com |
|
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|
98493 |
1600 |
99000 |
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| Chamberlain Financial Planning & Wealth Management |
333 University Ave Ste 200 Sacramento, CA 95825 |
|
80034xxxx0 |
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| Khiet Vo - Private Client Advisor |
1440 E Hammer Ln, Stockton, CA 95210 |
|
91620xxxx3 |
aab****@b************.com |
3.7 |
3 |
|
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|
98492 |
1600 |
99000 |
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| Run Right Business Consulting |
San Francisco, CA 94110 |
|
41560xxxx8 |
cry****@r*****************.com |
5 |
132 |
5 |
133 |
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|
118 |
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| Altamont Financial |
121 E 11th St Tracy, CA 95376 |
|
20987xxxx0 |
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| Buckingham Strategic Wealth |
1600 S Main Ste 220 Walnut Creek, CA 94596 |
|
92549xxxx5 |
ada***@b****************.com |
|
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| Zeller Kern Private Wealth Management Inc |
11335 Gold Express Dr Ste 155 Gold River, CA 95670 |
|
91643xxxx0 |
ama******@z*********.com |
|
|
4.5 |
8 |
|
|
112 |
|
112 |
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|
| Richard Pagano - State Farm Insurance Agent |
2317 Buchanan Rd Ste B Antioch, CA 94509 |
|
92577xxxx6 |
quo**@r**********.net |
5 |
178 |
4.9 |
57 |
|
|
599 |
234 |
609 |
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| The General Auto Insurance Stockton |
Stockton, CA 95201 |
|
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1 |
3 |
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| Mt Diablo Tax Pros |
5356 Clayton Rd Ste 211A Concord, CA 94521 |
|
92552xxxx8 |
jro*****@g****.com |
|
|
4.5 |
49 |
|
|
93 |
|
102 |
|
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|
| The California Delta Group - Morgan Stanley |
3421 Brookside Rd suite a, Stockton, CA 95219 |
|
20947xxxx0 |
acc**********@m************.com |
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| Juris Wealth |
Walnut Creek, CA 94596 |
|
41599xxxx3 |
jes****@j**********.com |
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1 |
1 |
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| Financial Journey Partners |
101 Metro Dr Ste 264 San Jose, CA 95110 |
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40896xxxx8 |
ari****@f***************.com |
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5 |
2 |
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| Aspire Planning Associates |
1990 N California Blvd Fl 8 Walnut Creek, CA 94596 |
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92593xxxx3 |
bet**@a**************.com |
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5 |
8 |
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52 |
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| Nardene Wealth Management Inc |
3130 Balfour Rd, Brentwood, CA 94513 |
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92558xxxx7 |
ich********@n******.com |
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| Merrill Lynch Financial Advisor Francesco Quacinella |
3255 W March Ln STE 110, Stockton, CA 95219 |
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20947xxxx7 |
ari*********@m*.com |
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| Kenneth E Boone Wealth Management |
335 N 3rd Ave, Oakdale, CA 95361 |
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20984xxxx0 |
jos*@k*******.com |
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| TaxPro Accounting |
601 University Ave Ste 278 Sacramento, CA 95825 |
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91647xxxx3 |
chr****@4********.com |
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4.6 |
19 |
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| Summit Wealth & Retirement Partners |
55 Oak Ct Ste 210 Danville, CA 94526 |
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92592xxxx0 |
inf*@s*******.com |
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4.2 |
5 |
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| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
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92535xxxx0 |
far**@i*********.com |
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5 |
48 |
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| Capital Advantage |
1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596 |
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92529xxxx0 |
adm**@c***************.com |
5 |
2 |
5 |
9 |
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57 |
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66 |
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| Valley Strong Credit Union |
4603 N Pershing Ave Stockton, CA 95207 |
|
80022xxxx1 |
fra*******@v***********.com |
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2.6 |
5 |
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| Key Focus Wealth |
2603 Camino Ramon Ste 418 San Ramon, CA 94583 |
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92527xxxx7 |
inf*@k*************.com |
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| ProsperPlan Wealth |
2377 Gold Meadow Way Ste 100 Gold River, CA 95670 |
|
91690xxxx3 |
chr**@p**********.com |
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5 |
1 |
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| Impact Wealth Innovations and Insurance Solutions |
40994 Encyclopedia Cir Fremont, CA 94538 |
|
51078xxxx8 |
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1 |
1 |
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| Minjoo Lee, CPA |
2950 Merced Street Suite 102D San Leandro, CA 94577 |
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41525xxxx1 |
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5 |
2 |
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| Journey Wealth Management, LLC |
903 W Center St, Manteca, CA 95337 |
|
20982xxxx8 |
adm**@j********************.com |
5 |
6 |
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| Adap Tax Financial, Inc. |
4725 First St Ste 275 Pleasanton, CA 94566 |
|
92521xxxx1 |
gcr*****@a******.com |
4.3 |
3 |
4.6 |
22 |
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| Echelon Wealth Management |
10100 Trinity Pkwy Ste 430 Stockton, CA 95219 |
|
20995xxxx0 |
chr**************@l**.com |
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3.7 |
3 |
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| Paradigm Dime Wealth Management |
1120 2nd St, Brentwood, CA 94513 |
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92524xxxx6 |
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| Granite Wealth Management |
4101 Tully Rd, Modesto, CA 95356 |
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20984xxxx4 |
inf*@g***************.com |
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| Bank of Stockton |
301 E Miner Ave, Stockton, CA 95202 |
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20992xxxx0 |
a@b*************.com |
3 |
41 |
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| Frontier Wealth Strategies LP |
1990 N California Blvd Fl 8 Walnut Creek, CA 94596 |
|
92525xxxx4 |
a@f***********************.com |
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3.7 |
7 |
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| RNA Financial |
525 Hwy 49 Ste 4 Jackson, CA 95642 |
|
88820xxxx7 |
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5 |
2 |
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| Spark Financials |
Boesch Dr, Ripon, CA 95366 |
|
20970xxxx9 |
dm@s********.com |
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5 |
2 |
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65 |
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| Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency |
42808 Christy St Ste 112 Fremont, CA 94538 |
|
88874xxxx8 |
inf*@h***********.com |
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4 |
1 |
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| Valley Strong Credit Union |
18 S Center St Stockton, CA 95202 |
|
80022xxxx1 |
fra*******@v***********.com |
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2.3 |
6 |
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| Attain Wealth Protection |
1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546 |
|
20927xxxx0 |
inf*@a*********************.com |
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5 |
4 |
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| Merrill Lynch Financial Advisor Philip B Benson |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx5 |
ali*************@m*.com |
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| Trusted Legal Documents |
Millbrae, CA 94030 |
|
65027xxxx5 |
imp******@g****.com |
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4.9 |
24 |
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| Kim & Rosado |
111 N Market St Ste 300 San Jose, CA 95113 |
|
40829xxxx0 |
inf*@k********.com |
5 |
31 |
5 |
5 |
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174 |
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228 |
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| Merrill Lynch Financial Advisor Alfonso Estrella |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx6 |
ban********************@m*.com |
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| Just 1 Real Estate |
2181 N Tracy Blvd, Ste 275, Tracy, CA 95377 |
|
20965xxxx5 |
l*l*@j**************.com |
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5 |
5 |
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| Patrick W Currin, Attorney at Law |
1345 Brookline Lp Ste 4310 Pleasanton, CA 94566 |
|
92535xxxx9 |
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5 |
14 |
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| Morgan Stanley Wealth Management |
3421 Brookside Rd, Stockton, CA 95219 |
|
20947xxxx0 |
aal*******@m************.com |
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3 |
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113354 |
3089 |
131000 |
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| Wealth Strategies Group |
225 W Santa Clara St Ste 1450 San Jose, CA 95113 |
|
51057xxxx8 |
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| Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
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4.9 |
35 |
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| Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS™|CRPC™|CRPS™ |
834 W Benjamin Holt Dr, Stockton, CA 95207 |
|
20947xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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88613 |
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101000 |
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| Heckman Financial & Insurance Services |
333 W Santa Clara St Ste 604 San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
5 |
2 |
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100 |
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| David White & Associates |
3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583 |
|
92527xxxx0 |
afi*****@d***********.com |
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3.4 |
5 |
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| Schumacher Insurance Solutions |
1822 W Kettleman Ln Ste 4 Lodi, CA 95242 |
|
20933xxxx0 |
inf*@i************.com |
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5 |
10 |
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| Altamont Wealth |
486 S K St, Livermore, CA 94550 |
|
92560xxxx1 |
alt***************@d***.jewellaprivacy |
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| Merrill Lynch Wealth Management |
801 10th St, Modesto, CA 95354 |
|
80093xxxx5 |
ban********************@m*.com |
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| Fidelity National Title |
191 Sand Creek Rd Ste 160 Brentwood, CA 94513 |
|
92524xxxx0 |
fnf**********************@f**.com |
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5 |
1 |
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| Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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| Merrill Lynch Financial Advisor Brendan Cornies |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx2 |
aar**********@s*****.com |
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| Chad Webster-Bancwest Investment Services Wealth Financial Advisor |
1401 Oakdale Rd, Modesto, CA 95355 |
|
20940xxxx0 |
aab****@b************.com |
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40848 |
177 |
41000 |
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| Julian Cruz - BancWest Investment Services Financial Advisor |
540 N El Dorado St, Stockton, CA 95202 |
|
20940xxxx0 |
aa.*****@b************.com |
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|
98494 |
1600 |
99000 |
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| Beacon Wealth Advisory |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
65088xxxx0 |
inf*@b*******.com |
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| Three Oaks Wealth |
2377 Gold Meadow Way Ste 100 Gold River, CA 95670 |
|
91631xxxx9 |
inf*@t**************.com |
|
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5 |
1 |
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111 |
|
131 |
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| James Bassett - Diamond Oak Wealth Partners |
2333 San Ramon Valley Blvd Ste 450 San Ramon, CA 94583 |
|
92547xxxx7 |
ran*************@d***************.com |
5 |
4 |
5 |
6 |
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| Merrill Lynch Financial Advisor Sukhvinder Thiara |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx4 |
ban********************@m*.com |
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| Stanford Property & Finance |
425 Sherman Ave, Ste 330 Palo Alto, CA 94306 |
|
65049xxxx0 |
and***@s*********.com |
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3.9 |
11 |
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| Piedmont Avenue Consulting |
3873 Piedmont Ave Ste 2 Oakland, CA 94611 |
|
51076xxxx5 |
aub***@p**********.com |
5 |
6 |
5 |
42 |
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|
582 |
9 |
579 |
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| Sequoia Wealth Advisors & Investment Management |
99 Almaden Blvd Ste 925 San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
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| Flex Tax and Consulting Group |
1160 Battery St E, Ste 100 San Francisco, CA 94111 |
|
62830xxxx4 |
ale******@f******.com |
4.8 |
53 |
4.8 |
155 |
|
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|
1100 |
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| Wealth Management Associates |
400 Main St Ste 200 Pleasanton, CA 94566 |
|
92546xxxx7 |
and********@w*********.net |
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3.7 |
3 |
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| Buckingham Strategic Wealth |
2445 Faber Pl Ste 250 Palo Alto, CA 94303 |
|
40836xxxx0 |
adm**@b****************.com |
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540 |
6 |
630 |
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| Onward Wealth Management - Ameriprise Financial Services, LLC |
2087 Grand Canal Blvd Suite 2, 3 & 4, Stockton, CA 95207 |
|
20957xxxx3 |
dns*****@a***.com |
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| Golden Lion Wealth Management |
30 Bordeax Ct Danville, CA 94506 |
|
92563xxxx1 |
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| Way Financial |
103 E Main St Ripon, CA 95366 |
|
20954xxxx9 |
bra***********@w***********.com |
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| Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services |
801 S Ham Ln Ste H, Lodi, CA 95242 |
|
20936xxxx0 |
adr************@a***.com |
5 |
3 |
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183 |
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180 |
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| Wealth Enhancement Group |
1850 Mount Diablo Blvd Ste 100 Walnut Creek, CA 94596 |
|
92565xxxx0 |
aba****@w****************.com |
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| Shinn Wealth Strategies and Insurance Solutions |
115 W Walnut St Ste 2, Lodi, CA 95240 |
|
20933xxxx0 |
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| 4thGEN Wealth Management |
2111 W Kettleman Ln Ste C Lodi, CA 95242 |
|
20926xxxx0 |
cor*********@4***********.com |
5 |
1 |
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| Julie Ping He, CFP - Gateway Financial Advisor |
2570 North First St Ste 200 San Jose, CA 95131 |
|
40850xxxx8 |
adm*****@g*************.com |
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5 |
8 |
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| DWR Wealth Management |
1884 The Alameda, San Jose, CA 95126 |
|
40826xxxx0 |
rex@d*********.com |
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| Valley Strong Credit Union |
200 S School St Lodi, CA 95240 |
|
80022xxxx1 |
fra*******@v***********.com |
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21959 |
817 |
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| Wells Fargo Advisors |
3121 W March Ln Suite 110, Stockton, CA 95219 |
|
20995xxxx0 |
a-w***************@w*****************.com |
1 |
1 |
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188271 |
|
189000 |
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| Solano Wealth Management |
1300 Oliver Rd Ste 210 Fairfield, CA 94534 |
|
70743xxxx0 |
car***@s***********.com |
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5 |
1 |
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| Bank of Stockton Trust |
555 W Benjamin Holt Dr, Stockton, CA 95207 |
|
20992xxxx0 |
aa@b*************.com |
5 |
1 |
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| W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3031 W March Ln Ste 209, Stockton, CA 95219 |
|
20995xxxx1 |
bry*********@a***.com |
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| H.O.M.E. Lending |
1919 Grand Canal Blvd Ste A6 Stockton, CA 95207 |
|
20947xxxx2 |
bra****@g*************.com |
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4.2 |
20 |
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120 |
11 |
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| Pacific Excel Wealth Advisors |
925 Ygnacio Valley Rd, Ste 200, Walnut Creek, CA 94596 |
|
51021xxxx5 |
adm**@p***********.com |
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5 |
1 |
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| Destination Wealth Management |
1255 Treat Blvd Ste 900 Walnut Creek, CA 94597 |
|
92593xxxx0 |
ale***@d************.com |
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2.9 |
7 |
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80 |
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93 |
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| Abdallah Law Group |
555 Capitol Mall Ste 755 Sacramento, CA 95814 |
|
27923xxxx8 |
mit**@a**********.net |
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3.8 |
13 |
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97 |
9 |
101 |
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| Pacific Legacy Wealth Management Group - UBS Financial Services Inc. |
4105 Blackhawk Circle Plaza, Danville, CA 94506 |
|
92574xxxx2 |
abc*******@u**.com |
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| LifePath Wealth Advisors |
10100 Trinity Pkwy # 430, Stockton, CA 95219 |
|
20995xxxx0 |
ant****************@l**.com |
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58 |
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61 |
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| Affordable Office Staff |
8980 Bradshaw Elk Grove, CA 95624 |
|
91674xxxx0 |
adm**@a********************.com |
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5 |
3 |
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| Lending For Living |
1020 15th St Ste 10 Modesto, CA 95354 |
|
20984xxxx0 |
a.c******@l***************.com |
|
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5 |
3 |
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133 |
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| RL Wells & Associates |
9275 E Stockton Blvd Ste 100 Elk Grove, CA 95624 |
|
91668xxxx0 |
adm**********@r*********.com |
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5 |
94 |
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|
339 |
21 |
331 |
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| Authentikos Advisory |
1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037 |
|
84432xxxx1 |
bxx********@a**********.com |
|
|
3.3 |
7 |
|
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|
1500 |
|
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| Merrill Lynch Financial Advisor Randall A Weaver |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
80026xxxx6 |
ban********************@m*.com |
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| Insight Wealth Strategies |
2603 Camino Ramon Ste 350 San Ramon, CA 94583 |
|
92565xxxx0 |
agr***@i*************.com |
5 |
4 |
4.8 |
22 |
|
|
116 |
4 |
132 |
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| Stevenson Wealth Management |
100 Town Square Rd Fl 2 Copperopolis, CA 95228 |
|
20978xxxx0 |
adm*************@l**.com |
|
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5 |
1 |
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| PEAK Business Coaching |
111 Natoma St Ste 108 Folsom, CA 95630 |
|
70724xxxx6 |
isa*****@p*******************.com |
|
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5 |
11 |
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|
144 |
2 |
145 |
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| Alfred E Ruiz - Private Wealth Advisor, Ameriprise Financial Services |
929 N Central Ave Ste A, Tracy, CA 95376 |
|
20983xxxx0 |
alf**********@a***.com |
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2 |
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| Angel Eyes Web Designs |
6180 Jarvis Ave Ste R Newark, CA 94560 |
|
51073xxxx7 |
amk******@g****.com |
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| Osborne Wealth Service |
2937 Veneman Ave, Modesto, CA 95356 |
|
20952xxxx0 |
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| Wealth Incorporated Valley |
1101 Sylvan Ave Ste C203, Modesto, CA 95350 |
|
20957xxxx0 |
all**@v***********.com |
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| Kevin Wilson Cetera Wealth Partners |
2157 Country Hills Dr Ste 211, Antioch, CA 94509 |
|
92528xxxx6 |
kev**@k********************.com |
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| Transamerica Financial Advisors, Inc. |
149 W Yokuts Ave suite b, Stockton, CA 95207 |
|
20933xxxx8 |
dns******@a*******.com |
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| Pantera Wealth |
1967 Orfanos Ranch Dr, Brentwood, CA 94513 |
|
92571xxxx6 |
des****@p************.com |
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| Elevation Wealth Management |
1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598 |
|
92534xxxx2 |
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| Wealth Builder Team |
Sacramento, CA 95813 |
|
91620xxxx7 |
pet************@y****.com |
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17 |
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| Clarity Wealth Advisors |
2160 The Alameda Ste A San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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| Valley Strong Credit Union |
435 W Benjamin Holt Dr Stockton, CA 95207 |
|
80022xxxx1 |
fra*******@v***********.com |
|
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|
21959 |
817 |
|
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| BFM Wealth Management |
2610 Crow Canyon Rd San Ramon, CA 94583 |
|
92583xxxx4 |
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5 |
4 |
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| Merrill Lynch Financial Advisor Michael A Lynch |
3255 W March Ln STE 110, Stockton, CA 95219 |
|
20947xxxx5 |
ban********************@m*.com |
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| Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
|
65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
|
|
2847 |
28 |
2900 |
|
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| American Asset & Wealth Mgmt |
1111 J St, Modesto, CA 95354 |
|
20924xxxx5 |
ale*******@f*************.com |
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| Dombrowski & Associates CPAs |
3731 Sunset Ln Ste 100 Antioch, CA 94509 |
|
92570xxxx0 |
cat******@d*************.com |
|
|
4.3 |
12 |
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| Echo45 Advisors |
1801 N California Blvd Ste 101 Walnut Creek, CA 94596 |
|
92559xxxx9 |
inf*@e*************.com |
|
|
5 |
3 |
|
|
277 |
4 |
285 |
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| Zyx Wealth |
931 10th St Ste 303 Modesto, CA 95354 |
|
20973xxxx6 |
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