Business List: Financial Planner in Philadelphia, PA, USA

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TFG Wealth Management 642 Newtown Yardley Rd Ste 115 Newtown, PA 18940
21596xxxx5 lis*@t********.com
Rassler Financial 230 S Broad St, Philadelphia, PA 19102
21554xxxx6 nic******@s*******.com
5 10
Jane Morgan - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx1 ade*********@u**.com 5 1
Flash Tax 1930 Route 70 E H-44 Cherry Hill, NJ 08003
85633xxxx4 inf*@f*********.com 4.6 9
Santander Bank 8623 Germantown Ave, Philadelphia, PA 19118 21524xxxx0 ale*********@s*******************.com 124109 1017 124000
Santander Bank 5843 Rising Sun Ave, Philadelphia, PA 19120
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Grace Muller - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 adv**************@t***.org 3.33 90701 480 91953
Ayesha Selden - Private Wealth Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx4 ada************@a***.com
Wells Fargo Advisors Philadelphia, PA 19103
21556xxxx3 a-w***************@w*****************.com 188900 190000
Lincoln Investment Planning Philadelphia, PA 19103
21554xxxx6 aam****@l****************.com 3067 3200
David Sacker - Private Wealth Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx3 ani*********@a***.com 134 136
Ameriprise Financial Advisors 508 S Front St Philadelphia, PA 19147 21523xxxx9
MJB Financial & Insurance Advisors 2225 State Rd Drexel Hill, PA 19026
61044xxxx4 ela********************@m*****.com 5 1 280 10 272
Santander Bank 8525 Frankford Ave, Philadelphia, PA 19136
87776xxxx5 9 124109 1017 124000
Merrill Lynch Financial Advisor Michael G Hacker 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx2 ale*********@m*.com
GDI Private Wealth Advisors 1814 East Route 70 Ste 350 Cherry Hill, NJ 08003
85628xxxx4 inf*@g********.com 5 7 5 1
Kron & Polis Financial Group 30 S 17th St, Philadelphia, PA 19103
21549xxxx5 kp-***************@w*****************.com
Forbes Family Trust/LGL Partners Liberty Place, 50 S 16th St 34th Floor Suite 3440, Philadelphia, PA 19102 61054xxxx0 ak@l**********.com
Haddon Financial Solutions 323 Haddon Ave, Haddon Township, NJ 08108
85685xxxx9 dch******@h*******.com
Santander Bank 7065 Lincoln Dr, Philadelphia, PA 19119
87776xxxx5 124109 1017 124000
Jason R. McWilliams, CPA, PLLC Aston, PA 19014
85643xxxx1 jmc********@j*******.com 130
TIAA Financial Services 3000 Atrium Way Ste 200 One Greentree Centre Mt. Laurel, NJ 08054
87765xxxx1 acc******************@t***.org 90913 507 91000
Weisz Accounting Services 2040 S 13th St, Philadelphia, PA 19148
21546xxxx5 adm**@w**************.com 4.7 25 4.3 6
Merrill Lynch Financial Advisor W. Joseph Torrance CSRIC® 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx3 ale*********@m*.com 5.01
Wells Fargo Advisors 1246 E Hunting Park Ave, Philadelphia, PA 19124 21553xxxx0 4
Santander Bank 4849 Market St, Philadelphia, PA 19139
87776xxxx5 ale*********@s*******************.com 3 2 124109 1017 124000
Jordan Bastien - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx3 rbc*********@r**.com
Marlene Burns - Ameriprise Financial Advisor 120 Ford St W Cnshohocken, PA 19428
61039xxxx7 dns*****@a***.com
Padden Cooper, CPA’s 150 Himmelein Rd, Medford, NJ 08055
60995xxxx0 ada*@p***********.com 4.2 11 4.2 5 4.3 29 408 38 407
Family Wealth Management 9000 Lincoln Dr E Ste 300A Marlton, NJ 08053
85698xxxx2 adv****************@f*******************.com 5 27 305 300
Cordasco Finan 1717 Arch St Fl 42, Philadelphia, PA 19103
21555xxxx0 ask*****@c******.com
Alex.Brown, A Division of Raymond James 1735 Market St 24th Floor, Philadelphia, PA 19103
21256xxxx0
Dale Morra - TD Wealth Financial Advisor 120 W Eagle Rd, Havertown, PA 19083
21553xxxx4 add********************@t*.com
Morgan Stanley 2 Logan Sq, Philadelphia, PA 19103 21596xxxx0
Daniel Lamb - Financial Advisor, Ameriprise Financial Services 617A Station Ave, Haddon Hgts, NJ 08035
85661xxxx1 dan********@a***.com
Marks Insurance Group 1218 Clements Bridge Rd Deptford, NJ 08096
85638xxxx1 chr********@m********.com 28 5 1
Edward Jones - Financial Advisor: Jerry Glasser 105 E Glenside Ave Ste D Glenside, PA 19038
61082xxxx5 a.j*********@e**********.com 86253 97000
The Philadelphia Group 150 S Warner Rd Ste 300 King of Prussia, PA 19406
87758xxxx0 bmi*****@t*******************.com 1 1
Jeffrey Smith - Ameriprise Financial Advisor 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428
61094xxxx1 dns*****@a***.com 128
Merrill Lynch Financial Advisor Reginald W Johnson 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Independence Wealth 221 Laurel Rd Voorhees Township, NJ 08043
85622xxxx5 inf*@i******************.com 107 113
Bittel Financial Advisors 1319 Montgomery Ave Wynnewood, PA 19096 61089xxxx6
Tompkins Community Bank 8000 Verree Rd Philadelphia, PA 19111
21572xxxx6 cus*********@t****************.com 3.7 10 11341 53 10000
Barry Rucks & Assoc 1601 Walnut St Ste 404, Philadelphia, PA 19102 26768xxxx5
Mariette T. O’Malley, CPA, J.D. Tax, CFP 3112 Woodhaven Dr, Cinnaminson, NJ 08077
85682xxxx0 jsm***@o*********.com 5 1
Malin & Masly Financial Services 8 N Forklanding Rd, Maple Shade, NJ 08052
85666xxxx2 adm**@m************.com 5 1
Merrill Lynch Financial Advisor Dante Pierantozzi 1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103
21558xxxx0 ale*********@m*.com
Massimo Magliari - Ameriprise Financial Advisor 1 W 1st Ave Ste 105 Conshohocken, PA 19428
61039xxxx7 dns*****@a***.com 750 742
Joshua Walters - TIAA Wealth Management Advisor 3737 Chestnut St STE 300, Philadelphia, PA 19104 80046xxxx8
Merrill Lynch Financial Advisor Benjamin L Johnson 1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103
21558xxxx3 ale*********@m*.com 1.01
Morgan Stanley Wealth Management 1650 Market St, Philadelphia, PA 19103
21585xxxx2 aar***********@m***********************.com
Kevin Shamy - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
The Varrenti Company 9 N 5 Points Rd West Chester, PA 19380
61069xxxx2 var********@o******.me
Roffman Miller Associates Inc 1835 Market St # 500, Philadelphia, PA 19103
21598xxxx0 bob@r************.com 5 2
Peter Weintraub 1735 Market St Ste 3402, Philadelphia, PA 19103
21564xxxx5 a.-************@r***********.com 17178 3583 18375
Santander Bank 7350 Oxford Ave, Philadelphia, PA 19111
87776xxxx5 ale*********@s*******************.com 5 124109 1017 124000
Clairmont, Paciello & Co 250 Tanglewood Ln, King of Prussia, PA 19406
61026xxxx2 ail***@c***********.com
Edelman Financial Engines 457 Haddonfield Rd Ste 310, Cherry Hill, NJ 08002
83375xxxx3 aar*******@e**********************.com
Certified Financial Planner 188 Fries Mill Rd Sewell, NJ 08080 85687xxxx0
Stephen Rohm 1501 N Broad St Suite 1, Philadelphia, PA 19122 83337xxxx5
Wells Fargo Advisors 1575 N 52nd St, Philadelphia, PA 19131 21547xxxx0
Barilotti Wealth Strategies 255 S 17th St Ste 2703, Philadelphia, PA 19103
21596xxxx3 chr****@b**********.com 398
Christy H Neill - Platinum Financial Services Advisor, Ameriprise Financial Services 254 E Girard Ave Ste 1, Philadelphia, PA 19125
21598xxxx0 all*************@a***.com 448
Wealthguard Financial 715 E Main St Moorestown, NJ 08057
85627xxxx9 dd0*****************************@s*****.wixpress 33 1 1 219 3 220
Dale Morra - TD Wealth Financial Advisor 2200 Garrett Rd, Drexel Hill, PA 19026
21553xxxx4 ank********@t*.com
Santander Bank 4133 G St, Philadelphia, PA 19124
87776xxxx5 ral*********@s*******************.com 124107 1017 124000
Bradford D. Bolletino - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx9
Bradford & Mentonis Financial Group - Northwestern Mutual 1818 Market St Ste 3400, Philadelphia, PA 19103
21597xxxx2 soc***@n*****************.com 107324 16207 108000
William Connors - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 12 90701 480 91952
Stifel | Bonnette Wealth Management Group 515 S White Horse Pike 3rd Fl, Audubon, NJ 08106
85667xxxx3
Wealth Enhancement Group 501 W Office Center Dr Ste 101, Fort Washington, PA 19034
21588xxxx0 aba****@w****************.com
3 35
Lee J. Mcmanus, III - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx0 rbc*********@r**.com
Nick Sarlo - TD Wealth Financial Advisor 500 White Horse Pike, Haddon Heights, NJ 08035
60970xxxx9 ada*@h********.com 842734 6356 847000
Norah Evans - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
David Ambartsumian - Morgan Stanley Financial Advisor 1650 Market St 42nd Fl, Philadelphia, PA 19103
21585xxxx5 acm***********@m************.com 5.01
Peter Weintraub 1735 Market St, Philadelphia, PA 19103
21564xxxx5 aar************@r***********.com 17343
1717 Wealth Advisors of Janney Montgomery Scott 1717 Arch St 21st Fl, Philadelphia, PA 19103
21566xxxx3 aal******@j*****.com
Santander Bank 6900 Lindbergh Blvd, Philadelphia, PA 19142
87776xxxx5 ale*********@s*******************.com 89 124109 1017 124000
Metanoia Financial 2400 Market St #200, Philadelphia, PA 19103
26736xxxx7 abi****@m****************.com 5 1
Stephen J Adams 515 Grove St Ste 1C Haddon Heights, NJ 08035
85642xxxx3
Merrill Lynch Private Wealth Advisor Matthew Perny 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
30257xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Margaret M Quinn 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Vincent Marone - TD Wealth Financial Advisor 490 Mantua Pike, Woodbury, NJ 08096
60922xxxx6 abc***@t*.com 842734 6356 847000
Penn Guardian Investment Counsel, LLC 2 Logan Sq Ste 300, Philadelphia, PA 19103 21599xxxx1
Morgan Stanley Wealth Management 1 Liberty Pl, Philadelphia, PA 19103
21585xxxx0 aar***********@m***********************.com
CenturyPlus Wealth Management Group - UBS Financial Services Inc. 1735 Market St 36th floor, Philadelphia, PA 19103
80081xxxx8 bre***********@u**.com 5 1
Miguel Rico Fiel: Primerica - Financial Services 203 Corporate Dr E, LANGHORNE, PA 19047
21586xxxx0 ali******@p********.com 6 146616 4000
5 1
Tom Paluszynski - Morgan Stanley 1650 Market St Fl 42, Philadelphia, PA 19103
21596xxxx0 acm***********@m************.com
5 5
Morgan Stanley Wealth Management 1760 Market St, Philadelphia, PA 19103 21525xxxx9
Zac Hemple - TD Wealth Financial Advisor 1999 Lenola Rd, Cinnaminson, NJ 08077
60920xxxx0 ada*@h********.com 842951 6356 847000
Patrick Mc Grory - Ameriprise Financial Advisor 161 Washington St Conshohocken, PA 19428
61094xxxx9 dns*****@a***.com
JRV Wealth Management Group 1515 Market St Ste 1200 Philadelphia, PA 19102
21585xxxx8 jam**@j********.com
Danny Chan - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21530xxxx3 aly********@a***.com
Kathryn MacDonald 1 Logan Sq, Philadelphia, PA 19103
21555xxxx8 wms**********@r**.com 11698 13042
Ameriprise Financial Advisors - Wall And Associates 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428 61083xxxx1
Tompkins Financial Advisors 1767 Sentry Pkwy W Ste 210 Blue Bell, PA 19422
61037xxxx7 agu****@t************************.com 4
Cerity Partners 100 Front Street Ste 940 One Tower Bridge West Consohocken, PA 19428
61083xxxx0 aad***@c*************.com
Santander Bank 1046 Market St, Philadelphia, PA 19107
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Janney Montgomery Scott LLC Three Logan Square, 1717 Arch St, Philadelphia, PA 19103
21566xxxx0 aal******@j*****.com 3.5 2 1620
American Express Financial Advisors 214 W Main St Ste 105 Moorestown, NJ 08057 85672xxxx0
Wells Fargo Advisors 65 W Baltimore Ave, Lansdowne, PA 19050 61028xxxx0
Glenmede Trust Co NA 1650 Market St Ste 1200, Philadelphia, PA 19103
21541xxxx0 a.b****@g*******.com
Menninger & Associates 820 Adams Ave Ste 100 Trooper, PA 19403
61042xxxx3 adm**@m**********.com 114 126
Steven Krzywicki - Ameriprise Financial Advisor 161 Washington St Ste 1525 Conshohocken, PA 19428
61094xxxx7 dns*****@a***.com
Shonbrun, Helen, AGT 508 S Front St, Philadelphia, PA 19147
21523xxxx9 ame******************@a***.com
Tanker Paul A 1601 Walnut St, Philadelphia, PA 19102
21573xxxx9 sco*********@p*****.com
C M S Inc Financial Planners 175 Strafford Ave Wayne, PA 19087 61025xxxx5
Meyer Capital Group 525 Route 73 N Ste 312 Evesham Township, NJ 08053
85698xxxx0 amy@m******.com 5 1
RetireUS 2301 Cherry St UNIT C1, Philadelphia, PA 19103
21599xxxx6 inf*@r*****.us 5 19
Wissahickon Wealth Management 2929 Arch St, Philadelphia, PA 19104
21594xxxx9 use*@d*****.com
Edward Jones - Financial Advisor: Christopher C Kemezis, AAMS™ 8617 Germantown Ave Ste B, Philadelphia, PA 19118
21575xxxx4 a.j*********@e**********.com 3 2 83517
The Footer Financial Group of Janney Montgomery Scott 1767 Sentry Parkway W, Suite 110, Blue Bell, PA 19422
21561xxxx2 aal******@j*****.com 1666 1800
Don Avgerinos CBC, CEP, RICP, CFS 920 Cassatt Rd Ste 115 Ellis Investment Partners Berywn, PA 19312
61093xxxx5 ant**************@e**********************.com
Clarifi-Consumer Credit Counseling Service of Delaware Valley 1608 Walnut St Fl 10 Philadelphia, PA 19102
21556xxxx5 abr***@c******.org 3.5 4
Ameriprise Financial Advisors - Duffie & Associates 1521 Concord Pike Ste 203 Wilmington, DE 19803 30265xxxx3 5 1
Santander Bank 400 W Allegheny Ave Ste E3, Philadelphia, PA 19133
87776xxxx5 4 14 123921 1060 124000
Edward Jones - Financial Advisor: Salvatore Lauri Jr 905 W Sproul Rd Ste 107 Springfield, PA 19064
61032xxxx9 a.j*********@e**********.com 86253 97000
Wells Fargo Advisors 228 S Black Horse Pike, Runnemede, NJ 08078 85693xxxx5
Edward Jones - Financial Advisor: Christopher C Kemezis 8640 Germantown Ave, Philadelphia, PA 19118
21530xxxx8 and*******@c*************.ca 3 2
Santander Bank 4314 Locust St, Philadelphia, PA 19104
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Ameriprise Financial Advisors 35 E State St Media, PA 19063 61089xxxx7
Kevin Chou, CPA 1522 Pine St, Philadelphia, PA 19102
26788xxxx7 inf*@b************.com 2.9 15 4.3 39
Santander Bank 6601 N Broad St, Philadelphia, PA 19126
87776xxxx5 ale*********@s*******************.com 5 2 124109 1017 124000
Ingulli & Associates - Ameriprise Financial Services, LLC 104 Corporate Dr E, Langhorne, PA 19047
26775xxxx4 dns*****@a***.com 3 2
1
Santander Bank 1600 E Wadsworth Ave, Philadelphia, PA 19150
87776xxxx5 and**********@s*******************.com 16 124109 1017 124000
Stephan Giffin - Financial Advisor, Ameriprise Financial Services, LLC 668 Stony Hill Rd, Yardley, PA 19067
21549xxxx0 dns*****@a***.com 132658
Ameriprise Financial Advisors - Cleary & Associates 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428 61083xxxx5
American Express 5500 Wissahickon Ave, Philadelphia, PA 19144
26733xxxx9 aar**@a**************.com 900324
Wells Fargo Advisors 101 E Olney Ave, Philadelphia, PA 19120 21529xxxx0
Santander Bank 2077 Ridge Ave Ste 2103, Philadelphia, PA 19121
87776xxxx5
MH Financial Group 501 Cambria Ave Ste 133 Bensalem, PA 19020
21560xxxx0
Higher Ground Financial Services 1601 Market St, Philadelphia, PA 19103 21594xxxx0
Jessica Manard - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 aid**********@t***.org 90958 525 91000
Morgan Stanley Wealth Management 2 Logan Sq Fl 14, Philadelphia, PA 19103
21596xxxx0 aar***********@m***********************.com
Metanoia Financial 1905 Spruce St Philadelphia, PA 19103
26785xxxx7 abi****@m****************.com 5 1
Heller Financial Inc 1500 Market St, Philadelphia, PA 19102 21524xxxx4 28
Barry A. Rucks & Associates 1650 Market St Floor 36, Office 3608, Philadelphia, PA 19103
26746xxxx8 bar********@l**.com
Kades-Margolis 940 W Valley Rd Ste 1200 Wayne, PA 19087
80043xxxx8 aba****@4***.com 2.3 3 382 8 408
Selective Financial Solutions 1735 Market St Ste 436 Philadelphia, PA 19103
RBC Wealth Management Branch - Philadelphia 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 wms**********@r**.com 14777 16000
West Capital Management 1818 Market St, Philadelphia, PA 19103
21573xxxx0 3d@**w.westcapital 15518 8 15721
James Notarianni - Financial Advisor, Ameriprise Financial Services 1418 S 13th St Fl 2, Philadelphia, PA 19147
21570xxxx8 dns*****@a***.com
Rudolph Tilotta - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx1 abb*********@u**.com
Jonathan Alexander CFP, CLTC 1 Belmont Ave Ste 1000 Bala Cynwyd, PA 19004
61066xxxx7
Karpiak Dupée Investment Group of Janney Montgomery Scott Three Logan Square, 1717 Arch St, Philadelphia, PA 19103
21566xxxx1 acr*******@j*****.com
Charles Schwab 1650 Market St Lbby 102, Philadelphia, PA 19103
21524xxxx6 chr**********@s*****.com 4.1 11
5 5
Citizens 6324 Stenton Ave, Philadelphia, PA 19138
21592xxxx2 aar**********@c***********.com 3.4 18 180666 183000
Prudent Management Associates 1735 Market St Ste 3902, Philadelphia, PA 19103
21599xxxx2 bro*******@p****************.com
Chase Bank 926 South St, Philadelphia, PA 19147 26776xxxx9 4.8 5
PFM Swap Advisors LLC 1735 Market St 43rd fl, Philadelphia, PA 19103
21556xxxx0 3d@p**.com 3.6 5
Michael Ma - TIAA Wealth Management Advisor 1835 Market St Ste 1600, Philadelphia, PA 19103
80084xxxx0 ama******@t***.org 12 90701 480 91953
Edelman Financial Engines 600 W Germantown Pike Ste 100 Plymouth Meeting, PA 19462
83375xxxx3 aar*******@e**********************.com 18722 20 20000
Edward Jones - Financial Advisor: Larry V Daniels 7151 Germantown Ave, Philadelphia, PA 19119
21596xxxx2 a.j*********@e**********.com 5 1
1717 Wealth Advisors of Janney Montgomery Scott LLC 1717 Arch St 21st floor, Philadelphia, PA 19103
21566xxxx3 adi******@j*****.com
Keystone Resources of Pennsylvania Huntingdon Valley, PA 19006
26772xxxx0
Professional Planning Associates 400 Market St ste 360, Philadelphia, PA 19106
21587xxxx6 and********@p**********.org 260 2
Wells Fargo Advisors 100 N 18th St, Philadelphia, PA 19103 21549xxxx0
Wells Fargo Advisors 75 E City Ave, Bala Cynwyd, PA 19004 61066xxxx8
Joy Massimi - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
Tower Investments Inc 1600 N Broad St, Philadelphia, PA 19121
21523xxxx2 bbl*******@t*******.com
Tanker Consulting Group 1528 Walnut St Ste 703, Philadelphia, PA 19102 21573xxxx9 sco*********@p*****.com
Paradina Jerry 1818 Market St # 18, Philadelphia, PA 19103 21598xxxx0
Wealth Enhancement Group 300 Barr Harbor Dr Conshohocken, PA 19428
61023xxxx0 aba****@w****************.com 4.4 7
Amandlafinancialgroup
hel*@m**.com
Merrill Lynch Wealth Management 101 West Ave, Jenkintown, PA 19046 21551xxxx0
Edward Jones - Financial Advisor: Emil Rotaeche 225 Haddon Ave Ste 2101-B Haddon Township, NJ 08108
85647xxxx2 a.j*********@e**********.com 4.6 8 303 313
Mower, Gallagher & Associates - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx5 abb*********@u**.com
Hajidra Sofia 1500 John F Kennedy Blvd, Philadelphia, PA 19102 21562xxxx1
Barrister 1515 Market St Suite 1050, Philadelphia, PA 19102
80046xxxx0 bar******@b********.net 5 10 492 931
John E McGovern & Associates 4109 Main St, Philadelphia, PA 19127
21548xxxx5 bri**********@c********.com 3.3 7
David Caccese - Rbc Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx1
Santander Bank 6836 Torresdale Ave, Philadelphia, PA 19135 21562xxxx0 ale*********@s*******************.com 124109 1017 124000
Paul F DellaMonica 5 Walnut Grove Dr Ste 240 Horsham, PA 19044
21588xxxx5 pde*********@l****************.com 5314 5300
Levy Wealth Management Group 1818 Market St Ste 3232 Philadelphia, PA 19103
21587xxxx0
Dan White & Associates 51 Woodland Dr Glen Mills, PA 19342
61035xxxx2 ali**********@d********************.com 4.8 75 4 3 1075 27 1100
Coppola Wealth Management 750 Rte 73 S Ste 104 Marlton, NJ 08053
85629xxxx3 ann**************@l**.com 242 7 257
Demarco Financial Services 113 E Kings Hwy Audubon, NJ 08106
85654xxxx0
Santander Bank 9875 Bustleton Ave, Philadelphia, PA 19115
87776xxxx5 and**********@s*******************.com 124109 1017 124000
Edward Jones - Financial Advisor: Bob Stahler 943 Kings Hwy Ste 503 West Deptford, NJ 08066
85638xxxx2 a.j*********@e**********.com 502 504
Edward Jones - Financial Advisor: Gabe Mastrobuono 1107 Mantua Pike Ste 704 Mantua, NJ 08051
85641xxxx0 a.j*********@e**********.com 15
Tompkins Community Bank 153 East Lancaster Ave Wayne, PA 19087
61068xxxx9 cus*********@t****************.com 3.3 3 11341 53 10000
JRV Wealth Management Group, LLC 1515 Market St Suite 1200, Philadelphia, PA 19102 21585xxxx8 jam**@j********.com
Dale Morra - TD Wealth Financial Advisor 2600 Macdade Blvd, Holmes, PA 19043
21553xxxx4 ada*@h********.com 843386 6356 848000
Frankel Financial Corporation 455 Pennsylvania Ave, Fort Washington, PA 19034
21564xxxx0 dbu********@f***************.com
Edward Jones - Financial Advisor: Nancy Purcell 551 W Lancaster Ave Ste 309 Haverford, PA 19041
48438xxxx7 a.j*********@e**********.com 1 1 95
Terry Jue, CFP , CRPC , RFC - Ameriprise Financial Services, Inc. 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx1 reg*******@a***.com
Robert Ferreira - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
Edward Jones - Financial Advisor: Bryan W Messick 325 W State St Media, PA 19063
61062xxxx7 a.j*********@e**********.com 233 240
Hamilton Paul 1615 Lombard St, Philadelphia, PA 19146 21577xxxx5
Max Eisenberg - RBC Wealth Management Financial Advisor DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103
21555xxxx1 dec*****************@r**.com
Wells Fargo Advisors 163 Route 130 S, Cinnaminson, NJ 08077
85682xxxx5 aar**********@w*********.com 3.6 23 155223
Booker, Thor 1650 Arch St, Philadelphia, PA 19103
26768xxxx1 ame******************@a***.com
Merrill Lynch Financial Advisor Ronald Huang 1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103
21558xxxx4 ale*********@m*.com
Agenda Financial Group, LLC 1735 Market St #3750, Philadelphia, PA 19103 60236xxxx3
Family Financial Services PA 7319 Rising Sun Ave, Philadelphia, PA 19111
21543xxxx3 fil***@g******.com
Roy DeCaro - RBC Wealth Management Financial Advisor DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103
21555xxxx0 dec*****************@r**.com
Hunter, Rosalie 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx6 ale*********@m*.com
Santander Bank 1101 Market St, Philadelphia, PA 19107
21545xxxx6 aal***@s************.com 123956 1046 124000
Merrill Lynch Wealth Management 333 E City Ave, Bala Cynwyd, PA 19004
61066xxxx5 aas***********@m*.com
Financial Literacy Consulting Philadelphia, PA 19144
26788xxxx0
Mitchell Harris - Raymond James 633 North Easton Road, Glenside, PA 19038-9518
21588xxxx0 ali************@r***********.com
5 1
Ameriprise Financial Advisors - Robbins And Associates 300 Barr Harbor Dr Conshohocken, PA 19428 61083xxxx5
Henshaw, Joshua 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx4 ale*********@m*.com
PNC Private Bank 1600 Market St, Philadelphia, PA 19103
61025xxxx7 ali**********@p**.com
Wealth Financial Services 1515 Market St #705, Philadelphia, PA 19102
86661xxxx7 nwa**********@w**********************.net 5 1
Ralph Eastwick 1 Logan Sq, Philadelphia, PA 19103
21555xxxx4
Edward Jones - Financial Advisor: Bob Mason 373 Egg Harbor Rd Sewell, NJ 08080
85658xxxx2 a.j*********@e**********.com 5 1 246 247
Marciano Wealth Advisors 1147 Lancaster Ave Berwyn, PA 19312
61099xxxx0 dfo*****@m*********************.com 1 1
Janney Montgomery Scott 1010 Kings Hwy S, Cherry Hill, NJ 08034
85642xxxx0 aal******@j*****.com
Adviso Wealth - Fiduciary Financial Advisor Philadelphia 7244 Castor Ave #1075, Philadelphia, PA 19149
61084xxxx2 inf*@a***********.com 5 2
Mark Lose - Ameriprise Financial Advisor 204 White Horse Pike Barrington, NJ 08007
85654xxxx9 dns*****@a***.com
Source One Personnel 1500 John F Kennedy Blvd Ste 1422, Philadelphia, PA 19102 21558xxxx0 amb**@p*********.com 707
Financial Specialist 2722 W Cheltenham Ave, Philadelphia, PA 19150 26759xxxx7
Wanderwell Philadelphia, PA 19107
con****@g***********.com 5 6
Financial Integrity Resources 1800 John F Kennedy Blvd #300, Philadelphia, PA 19103 21555xxxx2
Benefits Plus Consulting Group Inc 1617 John F Kennedy Blvd Ste 1230, Philadelphia, PA 19103 21556xxxx8
Merrill Lynch Financial Advisor Florence Torson-Hart 1600 John F Kennedy Blvd, Four Penn Center, Philadelphia, PA 19103
21558xxxx6 ale*********@m*.com
TIAA Financial Services 3737 Chestnut St STE 300, Philadelphia, PA 19104 80046xxxx8 5 1
The Kerr Investment Group 1767 Sentry Pkwy W Ste 110 Blue Bell, PA 19422
21561xxxx6
Murray Devine & Co Inc 1650 Arch St Ste 2700, Philadelphia, PA 19103
21597xxxx0 ata****@m***********.com
Blake P. Epstein - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx5 the********************@r**.com 12403 12719
Sean Gold - Financial Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx2 ani*********@a***.com
Holmes & Company 44 Euclid St, Woodbury, NJ 08096
85684xxxx2 cho****@h*********.com
Wells Fargo Advisors 583 Mantua Pike, Woodbury, NJ 08096 85684xxxx0
Santander Bank 6500 Woodland Ave # 06, Philadelphia, PA 19142
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Edward Jones - Financial Advisor: Andreas Wochtl 433 Germantown Pike Lafayette Hill, PA 19444
61082xxxx5 a.j*********@e**********.com 86253 97000
Ameriprise Financial Advisors 1518 Walnut St Ste 900 Philadelphia, PA 19102
21573xxxx5 ant*******@a***.com 132824 134000
Fleming John Leaf Financial 1845 Walnut St, Philadelphia, PA 19103 21556xxxx4
Wells Fargo Advisors 1636 Kings Hwy N, Cherry Hill, NJ 08034 85679xxxx6
Edward Jones - Financial Advisor: Holly A Revelas, CFP® 601 Walnut St Suite 410W, Philadelphia, PA 19106
21561xxxx7 a.j*********@e**********.com 5 1 83507
Liberty One Wealth Advisors 2001 Market St #2500, Philadelphia, PA 19103
21560xxxx6 gdi********@l***************.com 5 26
Vericrest Private Wealth 41 University Dr, Newtown, PA 18940
88890xxxx6 bi**@v*********************.com
5 101
Helmick & Company 1811 Bethlehem Pike Ste 214 Flourtown, PA 19031
21520xxxx0 lhe*****@h*************.com
Stewardship Financial Services - Ameriprise Financial Services 617A Station Ave, Haddon Hgts, NJ 08035
85661xxxx4 dns*****@a***.com 194
McLaughlin Travis Nguyen PWM - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx9 abb*********@u**.com
Santander Bank 2400 Aramingo Ave, Philadelphia, PA 19125
87776xxxx5 5 2 124107 1017 124000
Brian Berlin - TD Wealth Financial Advisor 3930 Woodhaven Rd 2nd Fl, Philadelphia, PA 19154
26740xxxx6 ank********@t*.com 837487 2767 839357
Barry Ford - TD Wealth Relationship Manager 1726 Walnut St, Philadelphia, PA 19103
21543xxxx7 ada*@h********.com 842021 6338 846000
Hajidra Sofia 121 S Broad St, Philadelphia, PA 19107 21562xxxx1
UBS Financial Services Inc 1735 Market St Ste 3600, Philadelphia, PA 19103
21549xxxx0 acc***************@u**.com 228310 240000
Ryan Gordon, Financial Advisor 4 Caufield Place, Suite 101, Newtown, PA, United States, Pennsylvania
26798xxxx0 bet*********@r***********.com 17179
Santander Bank 7720 Bustleton Ave, Philadelphia, PA 19152
87776xxxx5 124109 1017 124000
AAA - Ardmore 30 Greenfield Ave Ardmore, PA 19003
61064xxxx0 aaa************@n*******.aaa 4.3 249 3.5 37 1173 1200
StratFI 1201 N Orange St Ste 742 Wilmington, DE 19801
30288xxxx2 for****************@s******.com 88
Wells Fargo Advisors 3550 Market St, Philadelphia, PA 19104 21522xxxx7
Max Eisenberg - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx1 dec*****************@r**.com
Sean McFadden - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx3 joh*******@c*.rbcwealthmanagement 14777 16000
Sensenig Capital Advisors 100 Springhouse Dr Ste 206 Collegeville, PA 19426
61058xxxx0 bet*@s**************.com
Paul Nawrocki - State Farm Insurance Agent 6388 Castor Ave Philadelphia, PA 19149
21572xxxx0 4.7 14
Orihel Wealth Management 255 S State St, Newtown, PA 18940
26729xxxx7 car*******@m****************.com
M C Wealth Management, LLC 325 Chestnut St #510, Philadelphia, PA 19106
21592xxxx1 jlw@m*************.com
Di 1800 John F Kennedy Blvd Ste 603, Philadelphia, PA 19103
21555xxxx7 dav************@i**************.com 1193 76 1200
Brandywine Global Investment 2929 Arch St, Philadelphia, PA 19104
21560xxxx8 aar************@b***************.com 847 10 871
Oak & Stone Capital Advisors 120 S State St., Newtown, PA 18940
85562xxxx6 inf*@o******************.com 472 7
Santander Bank 3802 Chestnut St, Philadelphia, PA 19104
87776xxxx5 4.4 22 123921 1060 124000
Ameriprise Financial 101 Route 130 S, Cinnaminson, NJ 08077
85649xxxx5 ame******************@a***.com 132657
Morgan Stanley Wealth Management 1500 Market St, Philadelphia, PA 19102
61054xxxx4 aar***********@m***********************.com
Charles F Klein, CPA 455 Shady Ln, Huntingdon Valley, PA 19006 21537xxxx4
Santander Bank 1901 W Oregon Ave, Philadelphia, PA 19145
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Ameriprise Financial Advisors - Frazer, Wayman, Zirinsky & Assoc 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428 61094xxxx5
Merrill Lynch Financial Advisor Carlos A. Prince 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Merrill Lynch Wealth Management 2 Bala Plaza, Bala Cynwyd, PA 19004 61066xxxx0
Citizens 134 S 34th St, Philadelphia, PA 19104
21538xxxx0 aar**********@c***********.com 3.1 13 180666 183000
Wells Fargo Advisors 6 N Macdade Blvd, Glenolden, PA 19036 61058xxxx0
Santander Bank 2103 Hamilton St, Philadelphia, PA 19130
87776xxxx5 4.5 8 123921 1060 124000
Main Street Financial Solutions, Llc 503 Washington Ave Ste 1C, Newtown, PA 18940
21525xxxx1 aez***@m***********.com
Brian Berlin - TD Wealth Financial Advisor 9996 Haldeman Ave, Philadelphia, PA 19115
26740xxxx6 add********************@t*.com 583 849583 5199 853175
Edward Jones - Financial Advisor: Ray Trost 67 E Main St Moorestown, NJ 08057
85677xxxx6 a.j*********@e**********.com 98 2 100
Heller, Jeremy, AGT 531 Gordon Ave, Penn Valley, PA 19072
61082xxxx9 ame******************@a***.com
Yermish Financial Management 2009 Darby Rd Havertown, PA 19083
61044xxxx0 rob***@y***************.com 5 2
Celtic Financial Group 125 Gaither Dr Ste C Mount Laurel, NJ 08054
60920xxxx1
MOR Wealth Management 1801 Market St, Philadelphia, PA 19103
26793xxxx0 amy***************@m****.com 78 81
Edward Jones - Financial Advisor: Jeff Revak 1790 Yardley Langhorne Rd 106, Yardley, PA 19067
21549xxxx6 a.j*********@e**********.com 33 83507
3 2
Ted Swan - TD Wealth Relationship Manager 2520 Grant Ave, Philadelphia, PA 19114
26730xxxx0 ada*@h********.com 842734 6356 847000
Union Advantage Financial Advisors 22 S 22nd St Philadelphia, PA 19103 21566xxxx0
Wells Fargo Advisors 4998 State Rd, Drexel Hill, PA 19026 61028xxxx0
Edward Jones - Financial Advisor: Christopher C Kemezis 8617 Germantown Ave Ste B, Philadelphia, PA 19118
21575xxxx4 a.j*********@e**********.com 5 3 86253 97000
Myriah Farrare 1835 Market St, Philadelphia, PA 19103
21525xxxx3 aar**********@c***********.com
Baird Private Wealth Management 4 Sentry Pkwy E Ste 102, Blue Bell, PA 19422
61023xxxx0 ano************@b*********.com 66 78
10
Hart, Brook 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx7 ale*********@m*.com
Brennan Financial Group 3519 Silverside Rd Ste 205 Wilmington, DE 19810
30265xxxx1 jay********@b********************.com 1 1 52184 53000
Wells Fargo Advisors 307 Levering Mill Rd, Bala Cynwyd, PA 19004 61066xxxx5
Voya Financial Advisors 1800 John F Kennedy Blvd #300, Philadelphia, PA 19103
21539xxxx9 jus**********@c***********.com
Ronan Investment Group Inc 1601 Spring Garden St, Philadelphia, PA 19130 21549xxxx5
Stephen M Sader Philadelphia, PA
21558xxxx7 ale*********@m*.com
Citizens 726 Market St, Philadelphia, PA 19106
21592xxxx0 aar**********@c***********.com 2.2 10 180666 183000
Santander Bank 1501 E Erie Ave, Philadelphia, PA 19124
21553xxxx9 cul*******************@s********.us 2.9 29 124109 1017 124000
Troast-Singley Insurance Agency 2700 S 18th St, Philadelphia, PA 19145
21533xxxx3 ant***********@r**********.com 5 95 4.5 2
Secure Future Investor Serving thePhiladelphia Area 86653xxxx2
Santander Bank 1301 Rhawn St, Philadelphia, PA 19111
87776xxxx5 and**********@s*******************.com 124109 1017 124000
Kaizen Financial Group, Llc 302 Corporate Dr E, Newtown, PA 19047
60922xxxx6 jsm***@k*******.net
Harvest Financial Partners 159 W Lancaster Ave Ste 3 Paoli, PA 19301
61024xxxx0 jim@h********.com
Joyce P Huttman 711 Montgomery Ave Narberth, PA 19072
61066xxxx0 dat*****************@i****.de
Mondrian Investment Partners 2 Commerce Sq, Philadelphia, PA 19103
21556xxxx9 aid************@m*******.com
Brandon Heaven - TIAA Wealth Management Advisor 1835 Market St Ste 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90913 507 91000
The Philadelphia Legacy Team - Morgan Stanley 1650 Market St 42nd Fl, Philadelphia, PA 19103
21585xxxx1 acm***********@m************.com 5.01
Merrill Lynch Wealth Management 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx0 ale*********@m*.com 5 1
Benjamin Johnson 25-27 E Wynnewood Rd, Wynnewood, PA 19096 21539xxxx6
Wells Fargo Advisors 601 Chestnut St, Philadelphia, PA 19106 21578xxxx0
DeCesare Retirement Specialists 1515 Market St Suite 1200, Philadelphia, PA 19102
85623xxxx0 inf*@d*****************.com
Charles Schwab 1030 Stony Hill Rd Unit 1, Yardley, PA 19067
26775xxxx0 joh*******@s*****.com 4 4
2.5 5
Wagner Financial Services 301 Oxford Valley Rd Ste 1711 Yardley, PA 19067
21532xxxx3 mar*@w*******.com
Edward Jones - Financial Advisor: Matt Gaughan 940 E Haverford Rd Ste 104 Bryn Mawr, PA 19010
48438xxxx0 a.j*********@e**********.com 6
Oracle Financial Group 226 W Rittenhouse Sq Apt 1601, Philadelphia, PA 19103
21554xxxx3 don******@o*******************.com
Eureka Growth Capital 1717 Arch St Ste 3420, Philadelphia, PA 19103
26723xxxx1 cha******@e***********.com
James Notarianni - Financial Advisor, Ameriprise Financial Services, LLC 1418 S 13th St FL 2, Philadelphia, PA 19147
21570xxxx8 dns*****@a***.com
Broadridge Financial 1717 Arch St Ste 1300, Philadelphia, PA 19103
21555xxxx0 aar*********@b*********.com 5611 81 5824
5 1
Patitucci Wealth Management 1767 Sentry Pkwy W Ste 110 Blue Bell, PA 19422
21561xxxx5 mpa********@j*****.com 108 3 110
Christy H. Neill, CFP, Ameriprise Financial Services. 254 E Girard Ave Suite 1, Philadelphia, PA 19125
21598xxxx0 all*************@a***.com 457 479
Steve Clott, CPA CFP EA 2024 Darby Rd, Havertown, PA 19083
61044xxxx0 ste**@s*********.com
Advanced Accounting and Tax Solutions 2293 Locust Dr, Lansdale, PA 19446
26752xxxx0 inf*@a*****.com 4.7 23 5 1
Rassler Financial 230 S Broad St 17th floor, Philadelphia, PA 19102
21554xxxx6 nic******@s*******.com 5 9
Wells Fargo Advisors 9101 Roosevelt Blvd, Philadelphia, PA 19114 21546xxxx0
Santander Bank 2320 Fairmount Ave, Philadelphia, PA 19130
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Bottom Line Financial Services 258 S 11th St, Philadelphia, PA 19107
21523xxxx0 car********@t***************.net
Wescott Financial Advisory Group LLC 30 S 17th St 4th Floor, Philadelphia, PA 19103
21597xxxx0 abe****@w******.com 144 2 167
Debt Free Solutions LLC 3222 W Cheltenham Ave Ste A5, Philadelphia, PA
26759xxxx2 deb*********************@g****.com
Pearl Lee - Janney Montgomery Scott 1717 Arch St Philadelphia, PA 19103
21566xxxx7 pl**@j*****.com
Barry A Rucks & Associates 1650 Market St, Philadelphia, PA 19103
26768xxxx5
H&Y Premier Financial 149 N 10th St, Philadelphia, PA 19107 21566xxxx3
Gambone Financial Group - Equitable Advisors 1 Belmont Ave Ste 1100, Bala Cynwyd, PA 19004
61066xxxx8 con****@g********************.com
Edward Jones - Financial Advisor: Liz Barker 433 Germantown Pike Lafayette Hill, PA 19444
48436xxxx3 a.j*********@e**********.com 86253 97000
Brian Berlin - TD Wealth Financial Advisor 1726 Walnut St, Philadelphia, PA 19103
26740xxxx6 add********************@t*.com 849600 5200 853193
Securitan Group 938 Arch St Ste 2R Philadelphia, PA 19107
26760xxxx9 ope*******@s*************.com
Wells Fargo Bank 123 S Broad St, Philadelphia, PA 19109
21598xxxx7 aar**********@w*********.com 3.7 6 155903 11
Fairmount Capital Advisors Inc 1435 Walnut St Ste 300, Philadelphia, PA 19102
21558xxxx0 cdr****@f***************.com
Prism Financial Group 803 N Ringgold St, Philadelphia, PA 19130
80077xxxx9 del****@p******.com
Forge Wealth Management 585 E Swedesford Rd Ste 102 Wayne, PA 19087
48458xxxx2 ale************@f**********.com 338 14 414
Edward Jones - Financial Advisor: Andrew F Mineo 1016 Laurel Oak Rd Ste 6 Voorhees, NJ 08043
85630xxxx3 a.j*********@e**********.com 86253 97000
Wells Fargo Advisors 690 W Cuthbert Blvd, Haddon Township, NJ 08108 85685xxxx9
Santander Bank 1500 Market St, Philadelphia, PA 19102
87776xxxx5 ale*********@s*******************.com 3.9 11 124109 1017 124000
Lyndsey Berry - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21530xxxx5 lyn**********@a***.com
Corporate Financial Services 1617 John F Kennedy Blvd # 640, Philadelphia, PA 19103 21587xxxx0
Scott T. Atkins - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx3 abb*********@u**.com
Santander Bank 6562 Haverford Ave, Philadelphia, PA 19151
87776xxxx5 ale*********@s*******************.com 2.3 3 124109 1017 124000
Edward Jones - Financial Advisor: Doug Grom 1221 W Chester Pike Havertown, PA 19083
21583xxxx1 a.j*********@e**********.com 86253 97000
Santander Bank 1001 Washington Ave, Philadelphia, PA 19147
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Penn Estate Planning Advisors 650 Sentry Pkwy E Ste 1 Blue Bell, PA 19422
21520xxxx2 doe*****@p*********.com 568
Ari Frazer - Ameriprise Financial Advisor 300 Barr Hbr Dr Ste 525, West Conshohocken, Pa 19428
61094xxxx3 ari*********@a***.com 121
5
Del Val Business Financial Corp 6100 City Ave, Philadelphia, PA 19131
21587xxxx0
Ameriprise Financial 2219 Hoffnagle St, Philadelphia, PA 19152
61094xxxx9 dns*****@a***.com
My Divorce Solution 1705 Newtown-langhorne Rd Ste 6 Langhorne, PA 19047
21548xxxx7 cat******@m****************.com 2640 2900
Mariusz Misiec - Financial Advisor, Ameriprise Financial Services, LLC 1427 Spruce St #4, Philadelphia, PA 19102
21554xxxx9 dns*****@a***.com
Santander Bank 1826 Chestnut St, Philadelphia, PA 19103
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
McAdam Financial 1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103
21539xxxx0 aar**@m*******.com 4.8 67 252
Appalonia Tankersley - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx2 dec*****************@r**.com
Chilewich Financial Resources Spectra College Planners 100 Richey Ave Fl 2 The SHM Bldg Oaklyn, NJ 08107
ONEtoONE Corporate Finance Philadelphia 1199 Ludlow St Suite 2201, Philadelphia, PA 19107
44361xxxx8 abr***********@o*********.com 5.027 301 309
Tristate Financial Advisors 100 S Broad St Suite 1801, Philadelphia, PA 19110
21566xxxx2 inf*@f********.com 4.9 40 388 27 438
Prudent Management Associates 2001 Market St UNIT 3910, Philadelphia, PA 19103
21599xxxx2 bro*******@p****************.com 1 1
United Planners Financial Services of America 1 Eves Dr Ste 111 Marlton, NJ 08053 85698xxxx8
Ameriprise Financial Advisors - Shimp, Townsley & Associates 100 W Elm St Ste 100 Conshohocken, PA 19428
61082xxxx9 dns*****@a***.com
Barry Ford - TD Wealth Relationship Manager 200 Lombard St, Philadelphia, PA 19147
21543xxxx7 ale***@t*.com 842953 6356 847000
S K C Financial Planners 2300 Computer Rd Willow Grove, PA 19090 21583xxxx3
Robert A. Sagedy Jr., CPA 118 Farmington Rd, Cherry Hill, NJ 08034
85679xxxx7 ras***@c******.net 5 4
The Catanella Institutional Consulting Team - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21597xxxx6 abb*********@u**.com
Igor Harlap - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21597xxxx6 abb*********@u**.com
Dan Seiden 1835 Market St, Philadelphia, PA 19103
21556xxxx9 aar**********@c***********.com 180570 182000
Santander Bank 3780 Main St, Philadelphia, PA 19127
87776xxxx5 124107 1017 124000
Key Elements Group 1800 John F Kennedy Blvd Ste 300, Philadelphia, PA 19103 26723xxxx8
Edward Jones - Financial Advisor: Brian D Hill 100 Gaither Dr Ste D Mount Laurel, NJ 08054
85623xxxx1 a.j*********@e**********.com 86253 97000
HSS Partners - UBS Financial Services Inc. 1735 Market Street, Mellon Bank Center, Philadelphia, PA 19103
85698xxxx2 ben*******************@u**.com
Levy Wealth Management Group LLC 1818 Market St #3232, Philadelphia, PA 19103 21587xxxx0 5 1
S.M.A.R.T Tax Free Retirement 234 Philadelphia Pike Wilmington, DE 19809
30263xxxx0 den***@s*********************.com 4.5 9 141 145
MR Valuation Consulting 325 Chestnut St Fl 8 Philadelphia, PA 19106
21542xxxx0 aab*******@m**********.com 177
Morgan Stanley Financial Advisors 1650 Market St 42nd Fl, Philadelphia, PA 19103
21585xxxx0 acm***********@m************.com 5 1
Santander Bank 6501 Harbison Ave, Philadelphia, PA 19149
87776xxxx5 4.7 3 124109 1017 124000
Markiewicz, Paul 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx7 ale*********@m*.com
Helmick & Co 1717 Arch St, Philadelphia, PA 19103 21520xxxx0
Edward Jones - Financial Advisor: Andy Hunt 325 W State St Media, PA 19063
61062xxxx7 a.j*********@e**********.com 86253 97000
Santander Bank 9808 Bustleton Ave, Philadelphia, PA 19115
21567xxxx4 and**********@s*******************.com 4.6 51
MOR Wealth Management: Ramer Matthew 1801 Market St, Philadelphia, PA 19103
26793xxxx0 amy***************@m****.com 81
Retirement Benefits Specialists, LLC One Liberty Place, Philadelphia, PA 19130 26759xxxx7
Philly Financial Coach, LLC
26751xxxx9 ani***@p*******************.com 5 8 6005 6100
Morgan Stanley Wealth Management 1650 Market St Fl 42, Philadelphia, PA 19103 21585xxxx0 15
Ameriprise Financial Advisors - Lose, Neal, Burcher, Cagande 204 White Horse Pike Barrington, NJ 08007 85654xxxx9
Evoy Financial Group 15 Stokes Ter Moorestown, NJ 08057
85633xxxx0 bry*******@e*****************.com
Mainstay Financial Advisors - Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx5 dia***********@a***.com
Janney Montgomery Scott LLC 1010 Stony Hill Rd Ste 300, Yardley, PA 19067
26768xxxx0 aal******@j*****.com 1624
5 1
Josh Waters Insurance Jenkintown, PA 19046
21588xxxx5
Santander Bank 3131 Market St, Philadelphia, PA 19104
21534xxxx0 med***********@s********.us 124088 1020 124000 4 1
Merrill Lynch Financial Advisor G Sebastien Lundby - Thomas 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx6 ale*********@m*.com
Phoenix Tax Consultants 300 Bridge St Phoenixville, PA 19460
61093xxxx7 abr*****@t**********.com 3.8 26 3.7 12
Lincoln Financial Group 2001 Market St, Philadelphia, PA 19103
26723xxxx0 aar********@l**.com
Brett Hina, CRPS, CIMA, CPWA - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
60967xxxx3 abb*********@u**.com
Edward Jones - Financial Advisor: Stephen A Moyer 105 E Glenside Ave Ste D Glenside, PA 19038
61082xxxx5 a.j*********@e**********.com 2
FX Cassidy & Associates 2 Bala Plz Ste 716 Bala Cynwyd, PA 19004
61066xxxx0 fra**@f********.com 134 2 135
G Hacker, Michael 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx2 ale*********@m*.com
Tyler Ward - Retirement planning and Wealth management 1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103
21539xxxx8 aar**@m*******.com
Wells Fargo Advisors 1120 W Chester Pike, Havertown, PA 19083 61078xxxx0
Citizens Bank 6601 Roosevelt Blvd, Philadelphia, PA 19149
21533xxxx0 aar**********@c***********.com 2.4 14
Kelly, James 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Morgan Stanley Wealth Management 100 N 18th St, Philadelphia, PA 19103
21596xxxx0 aal*******@m************.com
Brian Berlin - TD Wealth Financial Advisor 2231 Cottman Ave, Philadelphia, PA 19149
26740xxxx6 abc***@t*.com 583 849600 5200 853193
Bruce Kunkle - Financial Advisor, Ameriprise Financial Services, LLC 161 Washington St Ste 1300, Conshohocken, PA 19428
61089xxxx8 bru*********@a***.com 132823 134000
5
Coastal Financial Advisors 1810 Rittenhouse Square Philadelphia, PA 19103
26776xxxx8 dob****@c********.com
Modern Wealth 51 Hawkswell Cir Oreland, PA 19075
88869xxxx7 ala*@m**************.com 932 448
Stephen J. Adams 515 Grove St Ste 1c, Haddon Heights, NJ 08035 85642xxxx3
Black River Financial 6100 W Jefferson St, Philadelphia, PA 19151
21587xxxx1 brf**@m**.com 4.6 30
5 21
The Boland Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx2 rbc*********@r**.com 14777 16000
Santander Bank 5022 City Ave # 24, Philadelphia, PA 19131
61066xxxx0 3d@**w.santanderbank 3.6 29 124070 889 124837
Ameriprise Financial 508 S Front St, Philadelphia, PA 19147
21523xxxx9 ame******************@a***.com
Merrill Lynch Financial Advisor Emily Saari Hepburn Four Penn Center, 1600 John F Kennedy Blvd 7th Floor, Philadelphia, PA 19103
21558xxxx7 ale*********@m*.com 1.01
Glenmede Trust Co. 1650 Market St #1200, Philadelphia, PA 19103
80096xxxx0 a.b****@g*******.com
Citizens 2014 Cottman Ave, Philadelphia, PA 19149
21534xxxx6 aar**********@c***********.com 180666 183000
Wells Fargo Advisors 601 W Erie Ave, Philadelphia, PA 19140 21522xxxx0
Eric Kelman - Ameriprise Financial Advisor 1 W 1st Ave Ste 105 Conshohocken, PA 19428
61039xxxx7 dns*****@a***.com 750 742
Wells Fargo Advisors 700 Crescent Blvd, Brooklawn, NJ 08030 85645xxxx0
Wells Fargo Advisors 1400 E Passyunk Ave, Philadelphia, PA 19147 21546xxxx1
Joseph Perna 1835 Market St, Philadelphia, PA 19103
21525xxxx0 aar**********@c***********.com 180244
Main Street Mortgage Company 147 Rebel Hill Rd Conshohocken, PA 19428
21566xxxx0 inf*@m************************.com 5 3
Edward Jones - Financial Advisor: Bob Stahler 831 Kings Hwy Ste 103, West Deptford, NJ 08096
85625xxxx5 and*******@c*************.ca 5 7
Swarthmore Financial Advisors 113 N Olive St Media, PA 19063
61053xxxx7 inf*@s**************************.com
Riser Hartman Wealth Advisors of Janney Montgomery Scott Three Logan Square, 1717 Arch St, Philadelphia, PA 19103
21566xxxx4 abe***@j*****.com 151
Wells Fargo Advisors 1837 E Allegheny Ave, Philadelphia, PA 19134 21528xxxx0
Walsh & Nicholson Financial Group 119 W Wayne Ave Wayne, PA 19087
61068xxxx7 air***@w***.com 17 5 6 378
American Express Financial Advisors 540 Pennsylvania Ave Ambler, PA 19002 21564xxxx7
Financial Planner Philadelphia 1800 John F Kennedy Blvd, Philadelphia, PA 19103
21529xxxx0 con****@p********.com
CUBIC Financial Advisors 28 S Waterloo Rd Ste 202B Devon, PA 19333 61078xxxx2
Mufson Howe Hunter & Co 1600 Market St, Philadelphia, PA 19103
21539xxxx0 aap*******@m****.com
Wells Fargo Advisors 341 W Cheltenham Ave, Elkins Park, PA 19027 21563xxxx6
TIAA Financial Services 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 3 2 90958 525 91000
Oppenheimer & Co. Inc. 1818 Market St Ste #2700, Philadelphia, PA 19103
21565xxxx2 alb*************@o**********.com 4.7 37 575 159
3
Raymond James 1735 Market St, Philadelphia, PA 19103
21564xxxx0 aar************@r***********.com 17416 18000
United Retirement Advisor Group 992 Old Eagle School Rd Ste 913 Wayne, PA 19087
61068xxxx5 ran**@u*************.com
Wells Fargo Advisors 6th & Market St, Camden, NJ 08102
85696xxxx0 a-w***************@w*****************.com 188900 190000
Abacus Wealth Partners 1760 Market St suite 403, Philadelphia, PA 19103
88842xxxx7 aca****@a***********.com 3 2 895 934
Edward Jones - Financial Advisor: Raegen W Richard 342 Haddon Ave Ste 101 Haddon Township, NJ 08108
85647xxxx7 a.j*********@e**********.com 86253 97000
Eric D. Peterson - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx9 wms**********@r**.com 10793 12053
Geo Investing 4440 Township Line Rd, Drexel Hill, PA 19026
48499xxxx6 adm**@g***********.com 4.8 13 513
Wells Fargo Advisors 2401 W Cheltenham Ave, Wyncote, PA 19095 21564xxxx4
Acre Mortgage 70 E Main St Marlton, NJ 08053
85681xxxx0 aba***@a***********.com 3.9 88 5 2 1159 59 1100
Wells Fargo Advisors 340 S 2nd St, Philadelphia, PA 19106 21578xxxx0
Kohler & Associates 2851 Bristol Pike, Bensalem, PA 19020
21524xxxx8 bec**@k******************.net 5 5
Regional Investment Advisors, LLC 325 Chestnut St Unit 800, Philadelphia, PA 19106
26763xxxx8 inf*@r*************************.com
Callowhill Capital Advisors 325 Chestnut St, Philadelphia, PA 19106
26763xxxx8 adv***********@c****************.com
Guidance Group 2248 Christian St, Philadelphia, PA 19146
21588xxxx8 hel*@r**********************.com
Ameriprise Financial 1204 E Palmer St, Philadelphia, PA 19125 21560xxxx5
Beacon Pointe Advisors 2 Bala Plz Ste 401, Bala Cynwyd, PA 19004
61066xxxx0 aba*****@b***********.com 5
Matthew Steiner - TIAA Wealth Management Advisor 1835 Market St Ste 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90913 507 91000
Jim Cannon - Rbc Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, Pa 19103
21555xxxx3 rbc*********@r**.com
Ahura Group 1001 Laurel Oak Rd Ste E-1 Voorhees, NJ 08043
85644xxxx7 adm**@a*******.com 5 1
Adam Bracy - TD Wealth Relationship Manager 100 N Haddon Ave, Haddonfield, NJ 08033
21529xxxx7 abc***@t*.com
Hopkins & Co 338 S 17th St, Philadelphia, PA 19103 21589xxxx0
Brighton Jones 100 N 18th St #300, Philadelphia, PA 19103
26736xxxx5 acc*******@b************.com 618 702
Ameriprise Financial Advisors - Bishop, Smith And Associates 300 Barr Harbor Dr Conshohocken, PA 19428 61094xxxx1
Merrill Lynch Financial Advisor Bill Burrough 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx4 ale*********@m*.com
Aida Gonzalez - Tiaa Wealth Management Advisor 1835 Market St Ste 1600, Philadelphia, Pa 19103
80084xxxx0 aid**********@t***.org 12 90701 480 91953
Chestnut Investment Advisory 402 Bethlehem Pike, Erdenheim, PA 19038
21583xxxx0 ell***@r*****************.com 84 8 86
Fiserv 701 Market St, Philadelphia, PA 19106 21541xxxx0
Santander Bank 6901 Ridge Ave, Philadelphia, PA 19128
87776xxxx5 ale*********@s*******************.com 124070 889 124837
Ted Swan - TD Wealth Relationship Manager 3930 Woodhaven Rd, Philadelphia, PA 19154
26730xxxx0 abc***@t*.com 583 849554 5199 853146
Scharf Group LLC 123 Coulter Ave Ste 100 Ardmore, PA 19003
61055xxxx0 asp******@s**********.com
Santiago Financial Service 300 E Eleanor St, Philadelphia, PA 19120 21532xxxx0
Lose, Mark, AGT 617a Station Ave, Haddon Heights, NJ 08035
85654xxxx9 ame******************@a***.com 132816 134000
Winkler Financial Services Inc 602 Corporate Dr W, Langhorne, PA 19047 21536xxxx0
Internal Tax Services 25 S 19th St, Philadelphia, PA 19103
26788xxxx7 inf*@b************.com 1.7 6
Ameriprise Financial Advisors 233 S 3rd St Philadelphia, PA 19106 21592xxxx5
Christopher Townsley - Ameriprise Financial Advisor 100 W Elm St Ste 100 Conshohocken, PA 19428
61082xxxx9 dns*****@a***.com
Edward Jones -Financial Advisor: Fanny Cruz 3 Valley Square Ste 304 Blue Bell, PA 19422
26770xxxx3 a.j*********@e**********.com
Allstate Insurance: Christian Friberg 3223 Rte 38 Ste 201 Mount Laurel, NJ 08054
85672xxxx0 a****00@a*******.com 4.3 35 3 2
Ramer, Matthew 1801 Market St Ste 2435, Philadelphia, PA 19103
26793xxxx0 amy***************@m****.com 82
VanWert Insurance Agency 115 E Maple Ave Fl 2 Langhorne, PA 19047
21575xxxx2 dd0*****************************@s*****.wixpress
Merrill Lynch Wealth Management 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx7 ale*********@m*.com
Santander Bank 518 Port Royal Ave, Philadelphia, PA 19128
87776xxxx5 a.a******@s************.com 124109 1017 124000
Santander Bank 1405 S 10th St, Philadelphia, PA 19147
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Morgan Stanley 1500 Market St, Philadelphia, PA 19102 21524xxxx9
Eagle Wealth Strategies 877 Kings Hwy Ste 300 West Deptford, NJ 08096
85684xxxx5 chr********@e********************.com 221 7 223
Ameriprise Financial Advisors 621 E 20th St Chester, PA 19013 48436xxxx6
Andrew P Campbell 470 Norristown Rd Ste 101 Blue Bell, PA 19422
48453xxxx9 ale*********@m*.com
Amara & Associates Accounting & Taxation 1626 S Broad St, Philadelphia, PA 19145
26788xxxx7 fou***@a**************.com 3.7 3
James V Cipriotti - Retire Ready Financial Group 150 N Radnor Chester Rd Ste F-200 Radnor, PA 19087
61078xxxx0 jam**@r************.com 5 1 9478 9400
Cooney Financial Advisors 3002 Lincoln Dr W Ste I Marlton, NJ 08053
85698xxxx8 deb*****@c*************.com 7
Apex Tax Advisors 505 S Lenola Rd Ste 110 Moorestown, NJ 08057
85677xxxx0 alv**@a******.com 3.9 11 149 77 153
Rosenfelt Siegel & Goldberg 33 Rock Hill Rd Ste 300 Bala Cynwyd, PA 19004
61066xxxx0 ann*******@r******.com 5 2
Drexel Hamilton 2000 Market St Ste 1460, Philadelphia, PA 19103
21598xxxx8 afe****@d*************.com
Raymond James Financial Services 1845 Walnut St # 2380, Philadelphia, PA 19103
21583xxxx3 aar************@r***********.com 17474 18000
Christopher R. VanDusen - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
44594xxxx9 rbc*********@r**.com
Marvin R Huttman 20138 Valley Forge Circle, King of Prussia, PA 19406
61066xxxx0 dat*****************@i****.de 5 1
Merrill Lynch Wealth Management 470 Norristown Rd Suite 101, Blue Bell, PA 19422 48453xxxx5
The Valente Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 wms**********@r**.com 12409
Ameriprise Financial Advisors 200 S Broad St Ste 1140 Philadelphia, PA 19102 21531xxxx2
Santander Bank 4952 Parkside Ave, Philadelphia, PA 19131
87776xxxx5 3.3 7 123921 1060 124000
Mark Travis - Morgan Stanley 1650 Market St, Philadelphia, Pa 19103
21585xxxx0 acm***********@m************.com
TD Wealth 2005 Market St Suite 2050, Philadelphia, PA 19103
86623xxxx8 ada*********@t*****.com 583 849554 5199 853146
Investment Tower 1001 N 2nd St, Philadelphia, PA 19123 21596xxxx7
U.s. Bank Atm - Acme Market - Andorra 8600 Ridge Ave, Philadelphia, PA 19128 80087xxxx7
JR Business 4301 North 6th St Apt 1 Philadelphia, PA 19140
73267xxxx7 dd0*****************************@s*****.wixpress
KD Financial Services 1700 Frankford Ave, Philadelphia, PA 19125
21542xxxx0 jsm***@h***********.com
Wells Fargo Advisors 7782 Crittenden St, Philadelphia, PA 19118 21524xxxx0
Santander Bank 6150 N 5th St, Philadelphia, PA 19120
87776xxxx5 and**********@s*******************.com 124109 1017 124000
Rassler's Financial 413 S 20th St, Philadelphia, PA 19146 21554xxxx6
Haddon Wealth Management 2 Kings Hwy W, Haddonfield, NJ 08033
85688xxxx4 gre**@h**************.com 22
Edward Jones - Financial Advisor: Joe Dougherty IV 905 W Sproul Rd Ste 107 Springfield, PA 19064
61032xxxx9 a.j*********@e**********.com 15 86253 97000
Merrill Lynch Financial Advisor Hugh "Hooman" Mergan 1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103
21558xxxx9 ale*********@m*.com
Gilbert Crews - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 ama******@t***.org 90958 525 91000
Gabros, John 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx6 ale*********@m*.com
American Financial And Language Services 150 Monument Rd, Bala Cynwyd, PA 19004 80053xxxx1
LongBernsteinGunderson Wealth Management - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21597xxxx2 ale*******@u**.com 5 1
Merrill Lynch Financial Advisor David M Ebner 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx2 ale*********@m*.com 5.01
Santander Bank 421 S 2nd St, Philadelphia, PA 19147
87776xxxx5 ale*********@s*******************.com 1 2 124109 1017 124000
Wescott Financial Advisory Group 30 S 17th St Ste 1620, Philadelphia, PA 19103
21555xxxx0 abb*@r***********.com
Adams Hall 811 Adams Ave, Philadelphia, PA 19124 21574xxxx3
Wells Fargo Advisors 18 Garrett Rd, Upper Darby, PA 19082 61035xxxx0
Stedmark Partners at Janney Montgomery Scott 1717 Arch St 21st floor, Philadelphia, PA 19103
21566xxxx2 abe***@j*****.com 17
Santander Bank 101 E Olney Ave, Philadelphia, PA 19120
21522xxxx0 aar**@s************.com 3.3 23 123956 1046 124000
RTD Financial 30 S 17th St Suite 1620, Philadelphia, PA 19103
21555xxxx0 577*****@m************.com
Tiffany Hutchins - TD Wealth Financial Advisor 4920 N Crescent Blvd, Pennsauken, NJ 08109
85668xxxx0 add********************@t*.com 2.8 56
TD Ameritrade 1601 Market St, Philadelphia, PA 19103
80066xxxx0 api@t***********.com
Wells Fargo Advisors 402 Lancaster Ave, Haverford, PA 19041
61064xxxx0 agi***@a*.nv 189173
Tower Investments Inc 109 W Allen St, Philadelphia, PA 19123
26786xxxx2 bbl*******@t*******.com
Women and Planning Ardmore, PA 19003
61058xxxx5
Fidelity Investments 1735 Market St, Philadelphia, PA 19103
80072xxxx7 a61****@f*******.com 3.4 24 323830 343000
Pine Street Financial Group Inc 303 S Chadwick St, Philadelphia, PA 19103
21581xxxx0 adr*****@p*************.com
Edward Jones - Financial Advisor: Raegen W Richard 831 Kings Hwy Ste 103 West Deptford, NJ 08096
85638xxxx2 a.j*********@e**********.com 86253 97000
Santander Bank 6740 Germantown Ave, Philadelphia, PA 19119 21584xxxx1 cul*******************@s********.us 2.3 3 124106 1017 124000
Millionaire Mind-setter 2031 N 19th St, Philadelphia, PA 19121 26728xxxx0
Merrill Lynch Wealth Management 1650 Market St Fl 29, Philadelphia, PA 19103
21558xxxx0 aas***********@m*.com
The Medicare Consultants 66 East Main St Ste E - Fl 2 Moorestown, NJ 08057
60960xxxx2 eri*@t*********************.com 692 694
Mission Wealth 200 Barr Harbor Dr Ste 400 West Conshohocken, PA 19428
48431xxxx3 ach****@m************.com
Ameriprise Financial Advisors 161 Washington St Ste 1525 Conshohocken, PA 19428
48453xxxx9 bri*********@a***.com
Susan J Allan 20 Ash St Ste 400 Conshohocken, PA 19428 61056xxxx6
Citizens 330 W Oregon Ave, Philadelphia, PA 19148
21595xxxx2 aar**********@c***********.com 3 23 180666 183000
William Schmidt - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx9 rbc*********@r**.com 14777 16000
Activate Wealth 2400 Market St No. 200, Philadelphia, PA 19103
21570xxxx6 tay***@a****************.com 5 17 202
Robert Boland - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx2 rbc*********@r**.com
Wescott Financial Planning Group 1 Liberty Pl Philadelphia, PA 19103 21597xxxx0
Jason W. Thompson - Advanced Advisor Group 1880 John F Kennedy Blvd Ste 1600, Philadelphia, PA 19103 21539xxxx3
Edward Jones - Financial Advisor: Michael Bollinger 1000 S Lenola Rd Bldg 1, Ste 103 Tall Oaks Corporate Center Maple Shade, NJ 08052
85680xxxx6 a.j*********@e**********.com 15
Wells Fargo Advisors 10168 Bustleton Ave, Philadelphia, PA 19116 21567xxxx6
Wells Fargo Advisors 1501 CHESTNUT ST, PHILADELPHIA, PA 19102
21523xxxx5 aar**********@w*********.com 155223
3 19
Independence Financial Consultants 1518 Walnut St, Philadelphia, PA 19102
21587xxxx4 jsm***@i******************.com 64
Edward Jones - Financial Advisor: Kelli M Brack 751 Rte 73 N Ste 8 Marlton, NJ 08053
85633xxxx2 a.j*********@e**********.com 5 8 107 11 114
Santander Bank 3925 Walnut St, Philadelphia, PA 19104
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Bernard Hamilton - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx8 dns*****@a***.com 5.01
Edward Jones - Financial Advisor: Scott McCrea 1107 Bethlehem Pike Ste 200 Flourtown, PA 19031
21583xxxx1 a.j*********@e**********.com 111
Santander Bank 1616 Walnut St, Philadelphia, PA 19103
87776xxxx5 2.8 11 123921 1060 124000
Mitchell Sinkler & Starr Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102
21566xxxx0 bac*******@m**********.com
Voya Financial Advisors 1800 John F Kennedy Blvd, Philadelphia, Pa 19103
21539xxxx9 dom***@b*********.com
ING Financial Partners - Keith Keller 1880 John F Kennedy Blvd, Philadelphia, PA 19103 21539xxxx6
O’Malley & O’Malley, LLP 3100 - 3112 Woodhaven Dr, Riverton, NJ 08077
85682xxxx0 jsm***@o*********.com 3 2
Patrick Wayman - Ameriprise Financial Advisor 300 Barr Hbr Dr Ste 525 Conshohocken, PA 19428
61094xxxx0 ari*********@a***.com 121
Hawthorn 1600 Market St, Philadelphia, PA 19103
88894xxxx2 aar******@p**.com
Timothy Valente - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 wms**********@r**.com 14777 16000
Morgan Stanley Wealth Management 1211 Walnut St, Philadelphia, PA 19107 21523xxxx9 aar***********@m***********************.com
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx2 ani*********@a***.com
Brian Berlin - TD Wealth Financial Advisor 2520 Grant Ave, Philadelphia, PA 19114
26740xxxx6 abc***@t*.com 583 849600 5200 853193
Wayne Elkins - Allied Mortgage Group 1000 Haddonfield Berlin Rd Ste 204 Voorhees Township, NJ 08043
26768xxxx3 apa*******@a*******.com 5 1
Rosenfelt Siegel & Goldberg CPA 33 Rock Hill Rd Ste 300, Bala Cynwyd, PA 19004
61066xxxx0 ann*******@r******.com
5 2
Santander Bank 9200 Roosevelt Blvd, Philadelphia, PA 19115
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
The Greenly Group - UBS Financial Services Inc. 1735 Market St 35th Fl, Philadelphia, PA 19103
21549xxxx6 abb*********@u**.com
American Express Financial Advisors 707 White Horse Rd Voorhees, NJ 08043 85678xxxx0
Capital Planning Institute 506 US Hwy 130 Riverton, NJ 08077 85678xxxx7
Marc Pacella - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx1 rbc*********@r**.com 12495 12881
Vincent Marone - TD Wealth Financial Advisor 101 S Broadway, Gloucester City, NJ 08030
60922xxxx6 ada********@t*.com 842734 6356 847000
Citizens Bank 6503 Haverford Ave, Philadelphia, PA 19151
21574xxxx2 aar**********@c***********.com 31
Terry Jue - Financial Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx1 dns*****@a***.com
Pennsylvania Capital Management Inc 165 Township Line Rd Ste 1400, Jenkintown, PA 19046
21588xxxx0 and***@p**********.com 2
Dornstreich DePaul Group - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx9 abb*********@u**.com
The McManus Gill Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 wms**********@r**.com 11397 12715
Edward Jones - Financial Advisor: Keith D Coleman 1221 W Chester Pike, Havertown, PA 19083
61025xxxx7 and*******@c*************.ca
Jeremy Kinnear - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 adv**************@t***.org 3.33 90701 480 91953
Citizens 5703 Germantown Ave, Philadelphia, PA 19144
21584xxxx0 aar**********@c***********.com 3.5 19 180666 183000
Leon L Levy Associates 1818 Market St, Philadelphia, PA 19103
21587xxxx0 dav**@l*******.com
Bernard Hamilton - Financial Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx8 ber*************@a***.com
Luminous Financial Planning Lansdale, PA 19446
Santander Bank 1051 South St, Philadelphia, PA 19147
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
Devon Financial Group 150 S Warner Rd Ste 256 King of Prussia, PA 19406
61097xxxx0 car**********@s********.com 429229 460000
Santander Bank 4035 Torresdale Ave, Philadelphia, PA 19124
87776xxxx5 ale*********@s*******************.com 124109 1017 124000
David Sacker - Private Wealth Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx3 dns*****@a***.com 5.09
MOR Wealth Management: Ramer Matthew
26793xxxx0 amy***************@m****.com
Edward Jones - Financial Advisor: Derek W Koffel 1221 W Chester Pike Havertown, PA 19083
61092xxxx3 a.j*********@e**********.com 218 236
Merrill Lynch Financial Advisor Angelo J Pinti 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx2 ale*********@m*.com
myCIO Wealth Partners 2929 Arch St Ste 650, Philadelphia, PA 19104
26729xxxx0 ada********@m******.com
Edward E Newman CPA, LLC 125 Gaither Dr, Mount Laurel, NJ 08054
85643xxxx0 ed@e***************.com 5 22 5 6
Ayesha Selden, CFP, ChFC - Ameriprise Financial Services, Inc. 2001 Market St, Philadelphia, PA 19103
21578xxxx4 ada************@a***.com 5 4
Wells Fargo Advisors 3400 Aramingo Ave, Philadelphia, PA 19134 21542xxxx9
Northwestern Mutual - David V Maury 1818 Market St, Philadelphia, PA 19103
21598xxxx4 dav********@n*.com 5 1
Griffiths Financial Services 780 Newtown Yardley Rd Ste 310, Newtown, PA 18940
21586xxxx0 tom**********@l**.com
Zenith Wealth Partners 2400 Market St #216, Philadelphia, PA 19103
48427xxxx9 che****@n*************.com 5 17 261 265
Calvin Thompson - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 3.33 90913 507 91000
Changa Ellison - TIAA Financial Consultant 1835 Market St Ste 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 3.3 3 90913 507 91000
Morgan Stanley Financial Advisors 1650 Market St Fl 54, Philadelphia, PA 19103
21585xxxx0 abd*******@l*******************.com 15 179
Kevin S Hughes CPA 2137 Bristol Pike Bensalem, PA 19020
21563xxxx0 cpa@h********.com 4.5 12 5 2
Steve Goldflam & Associates 1400 N Providence Rd Ste 117 Media, PA 19063
21551xxxx7 cpa****@y****.com 4.3 7
PNC Private Bank 200 Lake Dr E 3rd Fl, Cherry Hill, NJ 08002
85663xxxx8 aar******@p**.com 5
Garden State Trust Company 1236 Brace Rd Ste A Cherry Hill, NJ 08034
85628xxxx0 abr****@g********.com 482 4 495
Ameriprise Financial 233 S 3rd St, Philadelphia, PA 19106
21592xxxx5 ame******************@a***.com
Ameriprise Financial 617 Station Ave, Haddon Heights, NJ 08035
85654xxxx9 ame******************@a***.com 132816 134000
Lincoln Financial Group 2005 Market St #4, Philadelphia, PA 19103
48458xxxx9 aar********@l**.com 2.1 7
Santander Bank 7520 City Ave, Philadelphia, PA 19151
87776xxxx5 ral*********@s*******************.com 124109 1017 124000 1 1
Financial Consulting Firm Inc 1528 Walnut St Fl 210, Philadelphia, PA 19102
21573xxxx6
Dale S Goldberg, CPA 7600 Castor Ave, Philadelphia, PA 19152
21534xxxx0 bre****@d*************.com 1 2
Citizens 1027 Arch St, Philadelphia, PA 19107
21586xxxx0 abc***@c***********.com 2.1 29
BGA Insurance Group 15 Union Hill Rd Fl 2 Conshohocken, PA 19428
85549xxxx7 ala*******@b***********.net 5 22 3 1 5 10 1300
Steve Clott, CPA CFP(R) EA 2024 Darby Rd, Havertown, PA 19083
61044xxxx0 ste**@s*********.com
5
Zinman and Company 260 Knowles Ave Ste 334 Southhampton, PA 18966
21535xxxx0 inf*@d********.com 5 6
Matthew Tompkins - UBS Financial Services Inc. Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103
21549xxxx1 bre***********@u**.com
Merrill Lynch Financial Advisor Todd C Hilinski 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx2 ale*********@m*.com 5.01
Planning Capital Management 1515 Market St Suite 1200, Philadelphia, PA 19102
21570xxxx0 dan*********@p**************.com 5 1 354 2
Wells Fargo Advisors 1148 Frankford Ave, Philadelphia, PA 19125
21573xxxx0 a-w***************@w*****************.com 188366 189000
Tiffany Hutchins - TD Wealth Financial Advisor 100 N Haddon Ave, Haddonfield, NJ 08033
85668xxxx0 ada*******@t*.com 843386 6356 848000
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx2 ani*********@a***.com
Financial Divorce Plan 1669 Edgewood Rd Ste 202 Yardley, PA 19067
26720xxxx8
American Express 182 Gay St, Philadelphia, PA 19128
26729xxxx9 aar**@a**************.com 900324
Grant Price - Northwestern Mutual 1818 Market St Ste 3400 Philadelphia, PA 19103
30970xxxx0 a.-***********@n*****************.com 5 1 138
Philadelphia Investment Management Group 2401 Pennsylvania Ave, Philadelphia, PA 19130
21576xxxx0 bsh*****@p***********.com
Welsch Marvin 1500 John F Kennedy Blvd # 130, Philadelphia, PA 19102 26725xxxx7
Thomas Robbins - Ameriprise Financial Advisor 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428
61083xxxx5 dns*****@a***.com 142 2 144
Chilewich Financial Resources Spectra College Planners 100 Richey Ave Fl 2 The SHM Bldg Oaklyn, NJ 08107
60931xxxx8
Sage Financial Group 300 Barr Harbor Dr Ste 200 Conshohocken, PA 19428
48434xxxx0 aco**@s************.com 5 1 1664 1700
Albero, Kupferman & Associates 1701 Shallcross Ave, Wilmington, DE 19806
30223xxxx1 aba******@a******.com 3 2 188 100 225
Wells Fargo Advisors 2401 Pennsylvania Ave, Philadelphia, PA 19130 21597xxxx2
Freedom Financial 153 Cuthbert Blvd Fl 1, Haddon Township, NJ 08107
88826xxxx1 jpo*****@o**********.com
Retirement Prosperity Group 580 Virginia Dr Ste 130 Fort Washington, PA 19034
26740xxxx6 lis*@r************************.com 5 1
Chambers Wealth Management Services 1800 Chapel Ave W Ste 200 Cherry Hill, NJ 08002
85648xxxx3 don************@l**.com
TIAA Financial Services 41 University Dr Ste 400, Newtown, PA 18940
80084xxxx2 aid**********@t***.org 12 90701 480 91953
4 5
Wells Fargo Advisors 700 Adams Ave, Philadelphia, PA 19124 21574xxxx0
Abacus Wealth Partners 1760 Market St Ste 403, Philadelphia, PA
88842xxxx7 aca****@a***********.com 3 2 885
Donald W. Nicholson & Associates 1403 Silverside Rd Ste B Wilmington, DE 19810
30252xxxx0
Edelman Financial Engines 225 Wilmington West Chester Pike Ste 200 Chadds Ford, PA 19317
83375xxxx3 aar*******@e**********************.com 18722 20 20000
Capital One Café 135 S 17th St, Philadelphia, PA 19103
21523xxxx5 aar****@c*********.com 4.1 274 4.1 219 178331 10230 39
Vincent Marone - TD Wealth Financial Advisor 180 N Black Horse Pike, Bellmawr, NJ 08031
60922xxxx6 ada*@h********.com
Barrist Insurance Group 40 Rock Hill Rd Bala Cynwyd, PA 19004
61066xxxx7 ali***@b******.com
Modera Financial Advisors & Financial Planners 620 Lee Rd Ste 100 Wayne, PA 19087
61069xxxx0 aar********@m***********.com 83 101
Joseph Gill - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx8 wms**********@r**.com 12403 12053
Stillwell Financial Advisors - Ameriprise Financial Services 1650 Arch St Ste 1906 Philadelphia, PA 19103
26768xxxx1 dns*****@a***.com 387 391
Santander Bank 5022 City Ave, Philadelphia, PA 19131 61066xxxx0
Ameriprise Financial Advisors 120 Ford St West Conshohocken, PA 19428 61083xxxx0
Morgan Stanley Wealth Management 1515 Locust St, Philadelphia, PA 19102 21587xxxx9
Wealth Financial Services 1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102
21526xxxx3 nro****@b*****.com 5 6
AJ Federico - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21530xxxx2 aj.********@a***.com
Financial Planning Professionals Inc 188 Fries Mill Rd Ste L-1 Turnersville, NJ 08012
85687xxxx0 you********@w***********.com 3872 4000
JFS Wealth Advisors PNC Bank Building, 1600 Market St #3300, Philadelphia, PA 19103
21549xxxx0 acl***@j****.com 444 8 471
Edward Jones 601 Walnut St Suite 410w, Philadelphia, PA 19106 21592xxxx6 a.j*********@e**********.com
Robert Cleary - Ameriprise Financial Advisor 300 Barr Harbor Dr Conshohocken, PA 19428
61083xxxx5 dns*****@a***.com 144
Edward Jones - Financial Advisor: David Rucki 601 Walnut St Ste 410w, Philadelphia, PA 19106
21580xxxx8 and*******@c*************.ca
Money Management International 1 International Plz Ste 550, Philadelphia, PA 19113
21553xxxx5 ada********@m**************.org 4.6 10 26921 4 26000
Merrill Lynch Financial Advisor Adam Goldin 300 Conshohocken State Rd, Conshohocken, PA 19428
61083xxxx3 ada********@m*.com
Wells Fargo Advisors 2901 S EAGLE RD, NEWTOWN, PA 18940
21596xxxx6 a.b********@w*********.com 155222
3 12
Diversified 3705 Concord Pike Wilmington, DE 19803
30276xxxx0 and***@d*************.com 5 1 893 141 1000
Raymond Gutowski - Raymond James 130 N 18th St UNIT 1300, Philadelphia, PA 19103
21564xxxx0 aar************@r***********.com
Edward Jones - Financial Advisor: Jim Kelleher 1006 Mantua Pike Woodbury Heights, NJ 08097
85684xxxx4 a.j*********@e**********.com 99
Santander Bank 3501 S Broad St, Philadelphia, PA 19148
87776xxxx5 aar**@s************.com 124109 1017 124000
Ameriprise Financial Advisors - Timothy J. Mcgee & Associates 300 Barr Harbor Dr Conshohocken, PA 19428 61083xxxx9
Absolute Wealth Management 1489 Baltimore Pike Springfield, PA 19064 61054xxxx0
Roy DeCaro - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 dec*****************@r**.com
Ameriprise Financial Advisors 221 Cheswold Ln Haverford, PA 19041 61099xxxx5
Premier Financial Group 119 S Easton Rd Fl 2 Glenside, PA 19038
21588xxxx0 bar*****@p********.com
Gorman Investment Group Ltd 1845 Walnut St # 2380, Philadelphia, PA 19103 21583xxxx3 5 1
Kildare Capital 1601 Sansom St Ste 2E, Philadelphia, PA 19103
21549xxxx0 bsa*****@k*************.com
Casimir Seweryn - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 12 90701 480 91953
William Giles Bishop - Private Wealth Advisor, Ameriprise Financial Services, LLC 1000 Germantown Pike, Ste H1, Plymouth Meeting, PA 19462
61094xxxx2 dns*****@a***.com 132823 134000
Philadelphia, PA Private Wealth Management - UBS Financial Services Inc. 1735 Market St 35th Floor, Philadelphia, PA 19103
80034xxxx1 ale*******@u**.com
Adviso Wealth Philadelphia, PA 19149 61084xxxx2
Merrill Lynch Financial Advisor John P Durham 2 Bala Plz, Bala-Cynwyd, PA 19004
61066xxxx4 ale*********@m*.com
Grimley Financial 18 Kings Hwy W, Haddonfield, NJ 08033
85666xxxx0 1.8 6
Edward Jones - Financial Advisor: Jim Siwek 1016 Laurel Oak Rd Ste 6 Voorhees, NJ 08043
85630xxxx3 a.j*********@e**********.com 50 53
Chilewich Financial Resources 100 Richey Ave, Oaklyn, NJ 08107 60931xxxx8
Santander Bank 2000 Market St, Philadelphia, PA 19103
21585xxxx5 ale*********@s*******************.com 3 6 124109 1017 124000
Timothy Mc Gee - Ameriprise Financial Advisor 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428 61083xxxx9
First Financial of Pennsylvania (FFP) 1800 John F Kennedy Blvd, Philadelphia, PA 19103
dd0*****************************@s*****.wixpress
K D Financial Services Inc 1700 Frankford Ave, Philadelphia, PA 19125
21542xxxx0 bbo******@k**********.com 3.4 17
Delaware Investments 2005 Market St Ste 4100, Philadelphia, PA 19103
21525xxxx0 asp***@d******************.com
Edward Jones - Financial Advisor: Mark D Quinn 1407 Foulk Rd Ste 101 Wilmington, DE 19803
30247xxxx8 a.j*********@e**********.com 3 2 14
Chris M. Gibbons, CFP , CAP , CLU , FIC, CIMA 130 N 18th St #3000, Philadelphia, PA 19103 21588xxxx1
Grace Financial Advisors 111 Brookside Rd Newtown Square, PA 19073
61035xxxx0
Jessica Miller - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 ama******@t***.org 90958 525 91000
Edward Jones - Financial Advisor: Keith D Coleman 308 E Lancaster Ave Ste 230 Wynnewood, PA 19096
26749xxxx9 a.j*********@e**********.com
Jane Berryman - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx4 dns*****@a***.com
5 13
Broadridge Financial 1717 Arch St, Philadelphia, PA 19103
21555xxxx0 aar*********@b*********.com 2 5651 95 5800
5 1
David Bernstein - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 ama******@t***.org 90958 525 91000
Wells Fargo Advisors 2900 Island Ave, Philadelphia, PA 19153 21549xxxx0
Oppenheimer & Co Inc. Jerry Jevic 1818 Market St Ste 2430, Philadelphia, PA 19103
21565xxxx0 abc***@o***.com
Kenneth Catanella - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21597xxxx6 bre***********@u**.com
Wealth Wisdom Group 701 Foulk Rd Ste 2G Wilmington, DE 19803
30265xxxx1 bi**@w****************.com 116
Merrill Lynch Financial Advisor Geoffrey A Thomas Four Penn Center, 1600 John F Kennedy Blvd, Philadelphia, PA 19103 21558xxxx4
Maxwell Forsman Investment Services 102 Heritage Valley Dr Sewell, NJ 08080
85658xxxx0 dan*************@l**.com 97 103
Milestone Wealth Management 2 Sheppard Rd Ste 301 Voorhees, NJ 08043
85648xxxx0 clu***@l****************.com
Alpha Professional Services 415 Davisville Rd Ste 1 Willow Grove, PA 19090
21570xxxx0 ase******@a****************.com 4.2 5
JD Tax and Accounting 40 E Montgomery Ave Ardmore, PA 19003
21532xxxx2 amb**@j**************.com 5 31 675
ACC Financial Corporation 1819 John F Kennedy Blvd, Philadelphia, PA 19103 21556xxxx4
Neil Newman - UBS Financial Services Inc. 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103
21549xxxx0 bre***********@u**.com
Firstrust Financial Resources 1818 Market St Ste 23, Philadelphia, PA 19103
21556xxxx0 aco****@f*******.com
5 1
Gregory S. Miller, CFP®, ChFC®, CLU® - UBS Financial Services Inc. 411 S State St Fl 2, Newtown, PA 18940
21549xxxx6 ben*******************@u**.com
Friedman Sidney A Inc 1700 Market St, Philadelphia, PA 19103 21587xxxx0
Martino & Miles Inc 7100 Cresheim Rd, Philadelphia, PA 19119 21575xxxx0
Quantifi Planning Philadelphia, PA 19104
41257xxxx1
APM Wealth
jus***@a*********.com 5 1
Matthew J Fitzgerald - Ameriprise Financial Services 701A Route 73 S Ste 405 Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 5 1 621 641
Barilotti Wealth Strategies, LLC. 1819 John F Kennedy Blvd Reception, Philadelphia, PA 19103
21596xxxx3 ale*@b**********.com 396
Christopher Steinhauer - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
44594xxxx2 wms**********@r**.com 5 1 12403 12880
Divine Insurance Group 5536 Pulaski Ave Philadelphia, PA 19103
26733xxxx0 bar*******@d*******************.com 1 1
Ameriprise Financial Advisors 1308 Spruce Ln Wyncote, PA 19095 21557xxxx6
Capital Group 1617 John F Kennedy Blvd, Philadelphia, PA 19103 21563xxxx4
Monument Wealth Advisors - Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21584xxxx8 dns*****@a***.com 5.027
Margaret Emerson - Raymond James 130 N 18th St UNIT 1300, Philadelphia, PA 19103
21564xxxx0 aar************@r***********.com 5 1 17474 18000
Wells Fargo Advisors 2843 N Broad St, Philadelphia, PA 19132 21522xxxx0
Addis Hill 203 E Lancaster Ave Wayne, PA 19087
61068xxxx0 add******@a********.com 29
Sabrina Evenosky - TIAA Financial Consultant 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 adv**************@t***.org 3.33 90701 480 91953
Joe Gill - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx8 joh*******@c*.rbcwealthmanagement 14777 16000
Bernstein Sanford C 1735 Market St Ste 3800, Philadelphia, PA 19103 21543xxxx0
Rutul Sheth - Prudential Financial 1100 Horizon Cir Chalfont, PA 18914
26762xxxx9 aar*******************@p*********.com 5 1
First Surety Financial 1535 Chestnut St, Philadelphia, PA 19102
26733xxxx0 526*************************************@w*****************.com
Cornerstone Wealth Management - UBS Financial Services Inc. Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103
60967xxxx5 ale*******@u**.com 5 1
Philadelphia, PA Branch Office - UBS Financial Services Inc. 1735 Market St 35th Floor, Philadelphia, PA 19103
80034xxxx1 ade*********@u**.com
Santander Bank 2701 S 10th St, Philadelphia, PA 19148
21533xxxx8 aal***@s************.com 3.1 18 123956 1046 124000
Hilinski, Todd 4 Penn Ctr, Philadelphia, PA 19103
21558xxxx2 ada*******@m*.com
Vincent Bona - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
Stifel 1600 Market St Ste 1210, Philadelphia, PA 19103
21586xxxx0 abb****@s*****.com
Wells Fargo Advisors 6918 Ridge Ave, Philadelphia, PA 19128 21550xxxx0
Santander Bank 8319 Stenton Ave, Philadelphia, PA 19150 21524xxxx0
Morgan Stanley Wealth Management 8500 Germantown Ave, Philadelphia, PA 19118 21524xxxx8
Alvin Clay Financial Advisors 309 York Rd Ste 215 Jenkintown, PA 19046
26762xxxx2 inf*@a********.com 5 5 401 402
Capital Financial Advisors 309 Fellowship Rd Ste 200 Mount Laurel, NJ 08054 85653xxxx4
Merrill Lynch Financial Advisor Amy Brantz 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Strategic Tax & Advisory Services 1100 N Providence Rd Ste 100 Media, PA 19063
61028xxxx3 jar***@s***********.co 5 6
Painewebber 1735 Market St Ste 3600, Philadelphia, PA 19103 21549xxxx4
Philadelphia Financial Advising - Breslow Financial Group 200 W Washington Square Ste 2609, Philadelphia, PA 19106 21539xxxx3
Ryan D Wizov - Financial Advisor, Ameriprise Financial Services, LLC 790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422
21533xxxx5 dns*****@a***.com 4 260 256
1 1
Jane Berryman - Financial Advisor, Ameriprise Financial Services 100 N 18th St Ste 750, Philadelphia, PA 19103
21578xxxx4 dns*****@a***.com
The Valente Federico Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 rbc*********@r**.com 11074 12381
The Swarthmore Group 1650 Arch St, Philadelphia, PA 19103
21555xxxx0 bar****@s**************.com
Edward Jones - Financial Advisor: Carol A Sumoski 1107 Mantua Pike Ste 704 West Deptford, NJ 08096
85641xxxx0 a.j*********@e**********.com 86253 97000
Wells Fargo Advisors 2227 S Broad St, Philadelphia, PA 19148 21527xxxx6
Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC 100 N 18th St Suite 750, Philadelphia, PA 19103
21578xxxx5 dns*****@a***.com
Setarcos Wealth Advisors LLC 325 Chestnut St Unit 800, Philadelphia, PA 19106
26750xxxx5 inf*@s**********.com
Wells Fargo Advisors 7345 Bustleton Ave, Philadelphia, PA 19152 21533xxxx0
Summit Financial Advisors LLC 12 Penns Trl Ste 351, Newtown, PA 18940
21557xxxx5 jsm***@s*******.net 3.5 2
Haddon Wealth Management 2 Kings Hwy W Ste 201 Haddonfield, NJ 08033
85688xxxx4 gre**@h**************.com 61
Dennis Piccone - TIAA Wealth Management Advisor 1835 Market St Suite 1600, Philadelphia, PA 19103
80084xxxx0 acc******************@t***.org 90958 525 91000
Merrill Lynch Financial Advisor Cody R Terrion 300 Conshohocken State Rd, Conshohocken, PA 19428
61083xxxx0 ale*********@m*.com
4
Simonetti Small Group - Morgan Stanley Private Wealth Advisors Liberty Place, 1, 1650 Market St 42nd Floor, Philadelphia, PA 19103
21585xxxx9 int**********@m************.com 5.01
Merrill Lynch Financial Advisor James J Kelly 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Black River Financial Services 6100 W Jefferson St, Philadelphia, PA 19151
21587xxxx1 brf**@m**.com 4.6 30 5 1
Bank of America Private Client Advisor William J. Meagher 1600 John F Kennedy Blvd 7th Floor, Philadelphia, PA 19103
26767xxxx2 ban**********@e****.bankofamerica
Wells Fargo Advisors 2710 S 3rd St, Philadelphia, PA 19148 21533xxxx7
Ameriprise Financial Advisors - Kelman And Magliari 1 W 1st Ave Ste 105 Conshohocken, PA 19428 61039xxxx7
Beacon Pointe Advisors Two Bala Plaza APT 806, Bala Cynwyd, PA 19004
61066xxxx0 aba*****@b***********.com 5 1 220 36
Wells Fargo Advisors 1675 Clements Bridge Rd, Deptford, NJ 08096 85684xxxx2
Edward Jones - Financial Advisor: Jason M Burd 1107 Mantua Pike Ste 704 West Deptford, NJ 08051
85641xxxx0 a.j*********@e**********.com 86253 97000
Huttman Financial Services 711 Montgomery Ave, Narberth, PA 19072
61066xxxx0 dat*****************@i****.de
Wells Fargo Advisors 6420 Franford Ave, Philadelphia, PA 19135 21533xxxx0
Karen Machin - Ameriprise Financial Services, LLC 254 E Girard Ave Ste 1, Philadelphia, PA 19125
21598xxxx9 dns*****@a***.com
Abacus Wealth Partners 1760 Market St, Philadelphia, PA 19103
21565xxxx0 ala*@a***********.com 896 939
Invest In Tomorrow Cherry Hill, NJ 08034
60929xxxx8 jbr***@i******************.com 58
Merrill Lynch Private Wealth Advisor Peter A Rohr 1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103
61097xxxx8 ale*********@m*.com 5 1
Michael Ghelardi - Thrivent 2510 W Township Line Rd Ste 201, Havertown, PA 19083
48445xxxx1 adm**@d***********.com
Independence Financial Consultants 832 N Newkirk St, Philadelphia, PA 19130
21573xxxx6 kse***@i******************.com
Alan Federico - RBC Wealth Management Financial Advisor 1 Logan Square, Philadelphia, PA 19103
21555xxxx4 wms**********@r**.com 11074 12381
Be Intentional Financial
riv**@b*********************.com 3 2 218
Kevin Wall - Ameriprise Financial Advisor 300 Barr Harbor Dr Ste 525 Conshohocken, PA 19428 61083xxxx1
Abeer Aasir - TD Wealth Financial Advisor 1470 Clements Bridge Rd, Woodbury, NJ 08096
60947xxxx3 abc***@t*.com
Brian Darling 150 S Broad St, Philadelphia, PA 19102
21525xxxx5 aar**********@c***********.com
Merrill Lynch Financial Advisor Christopher Bryan 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21582xxxx1 ale*********@m*.com 1.01
Schuylkill Capital Management 1631 Locust St, Philadelphia, PA 19103
21573xxxx9 how***@s************.com