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