Grubb, Kelia |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx8 |
ali*************@m*.com |
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Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
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40891xxxx0 |
dav***********@a***.com |
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162 |
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San Jose, CA Branch Office - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40828xxxx0 |
ale*******@u**.com |
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Tennishia Vines |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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51020xxxx8 |
aar*********@w*********.com |
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Tait Financial Service |
1520 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
pir****@e********.net |
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Lifestyle Design Group |
1735 N 1st St Ste 304, San Jose, CA 95112 |
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40843xxxx0 |
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Gulati Financial & Insurance Services |
2350 Mission College Blvd, Santa Clara, CA 95054 |
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40898xxxx0 |
ani*@g**************.com |
3 |
2 |
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Mikasa Funding |
1601 S De Anza Blvd, Cupertino, CA 95014 |
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40835xxxx6 |
cha***@m************.com |
5 |
2 |
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World Bank Financial Co |
307 Phelan Ave, San Jose, CA 95112 |
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40828xxxx8 |
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Blue Oak Financial |
410 E Santa Clara St Ste 501, San Jose, CA 95113 |
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41523xxxx6 |
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Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx2 |
dns*****@a***.com |
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Maily Smitt-Windham |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40880xxxx0 |
aar*********@w*********.com |
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Ravi Tax Preparation Services |
690 W Fremont Ave Ste 12 Sunnyvale, CA 94087 |
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40873xxxx6 |
inf*@r******.com |
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1.4 |
57 |
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True Arrow Capital Management |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
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40856xxxx8 |
bob*****@t********.com |
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Wealth Design |
1999 S Bascom Ave, Campbell, CA 95008 |
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40855xxxx0 |
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Cambridge Financial Partners |
2350 Mission College Blvd, Santa Clara, CA 95054 |
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40885xxxx0 |
and**********@c**********.com |
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Foothill Securities Inc |
16615 Lark Ave, Los Gatos, CA 95032 |
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40835xxxx0 |
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Akkish |
San Jose, CA 95138 |
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41583xxxx4 |
a18*****************************@s*****.wixpress |
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Champion Financial Service Inc |
20380 Town Center Ln Ste 172, Cupertino, CA 95014 |
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40825xxxx2 |
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LPL Financial |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
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40824xxxx0 |
aar********@l**.com |
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20006 |
208 |
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Accounteam |
3031 Tisch Way 110 Plz W San Jose, CA 95128 |
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66922xxxx7 |
ang***@a*********.us |
4.8 |
25 |
4.5 |
49 |
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Hathaway Financial LLC |
6450 Almaden Expy, San Jose, CA 95120 |
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97140xxxx0 |
hat******************@p*********.is |
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Principal Financial Group |
2590 N 1st St Ste 350, San Jose, CA 95131 |
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40827xxxx0 |
a.m**@p********.com |
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68229 |
234 |
70000 |
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Baughman Financial Group |
7250 Redwood Blvd, Los Gatos, CA 95030 |
|
40835xxxx0 |
kba******@b****************.com |
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Gonzalez, Dan |
1919 S Bascom Ave, Campbell, CA 95008 |
|
91683xxxx1 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Weng Eva |
2077 Gold St, Alviso, CA 95002 |
|
40826xxxx8 |
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David Foreman - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx5 |
acm***********@m************.com |
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United Planners Financial Services |
3150 Almaden Expy, San Jose, CA 95118 |
|
40826xxxx6 |
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Grant James |
116 E Campbell Ave Ste 3, Campbell, CA 95008 |
|
40862xxxx5 |
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SF Fiduciary Services |
3614 Vista Del Valle, San Jose, CA 95132 |
|
66977xxxx0 |
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Bay Area Credit |
2959 South Winchester Blvd Ste 201 Campbell, CA 95008 |
|
88874xxxx2 |
cus*********@b************.net |
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3.2 |
9 |
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Redwitz Wealth Management Group |
910 E Hamilton Ave Ste 550, Campbell, CA 95008 |
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40837xxxx0 |
amb**@w*******.com |
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5551 |
148 |
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Olmstead, Dan |
2880 Lakeside Dr, Santa Clara, CA 95054 |
|
40898xxxx0 |
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Free Debt Settlement Consultation |
Serving theSan Jose Area |
|
40829xxxx3 |
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Sooter Consulting |
5201 Great America Pkwy Ste 320 Santa Clara, CA 95054 |
|
40841xxxx1 |
a.m******@s***************.com |
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19 |
5 |
6 |
5 |
10 |
451 |
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466 |
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Robert Lee & Associates LLP |
999 W Taylor St Ste A San Jose, CA 95126 |
|
40885xxxx0 |
aha*****@r*****.com |
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3.5 |
8 |
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Instant Tax Solutions |
55 S Almaden Blvd San Jose, CA 95113 |
|
87736xxxx1 |
ali**@i******************.com |
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5 |
1 |
4.8 |
20 |
2178 |
198 |
2300 |
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Barnao, Anthony |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ale*********@m*.com |
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VieTax Services |
5450 Thornwood Dr, San Jose, CA 95123 |
|
40830xxxx9 |
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5 |
25 |
4.8 |
19 |
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Securities America Inc |
5448 Thornwood Dr, San Jose, CA 95123 |
|
40836xxxx6 |
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Notes4Cash |
5586 Wedgewood Ct, San Jose, CA 95123 |
|
40846xxxx8 |
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Yan Song CPA |
Santa Clara, CA 95051 |
|
66980xxxx0 |
sup****@s*********.com |
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5 |
9 |
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52235 |
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Wong, King |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ale*********@m*.com |
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Clifton Santikul - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 · ~16.7 mi |
|
40894xxxx5 |
rbc*********@r**.com |
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12833 |
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Catina Investment |
1302 Lincoln Ave, San Jose, CA 95125 |
|
40888xxxx6 |
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Ben Absalom - Land Home Financial |
1901 S Bascom Ave Ste 220 Campbell, CA 95008 |
|
40862xxxx0 |
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5 |
11 |
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Deloitte |
225 W Santa Clara St Ste 600, San Jose, CA 95113 |
|
40870xxxx0 |
ada*******@w***.deloitte |
2.4 |
37 |
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564755 |
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15 |
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Farallon Capital Management |
2570 N 1st St, San Jose, CA 95131 |
|
40843xxxx7 |
arg****@f*****************.com |
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Knight Capital Group |
4699 Old Ironsides Dr Ste 300, Santa Clara, CA 95054 |
|
40885xxxx0 |
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George M Mattos |
1600 Alum Rock Ave, San Jose, CA 95116 |
|
40871xxxx7 |
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4.5 |
10 |
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Opes Advisors Inc |
991 W Hedding St, San Jose, CA 95126 |
|
40891xxxx0 |
aan*****@o***********.com |
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Korea Investment Partners |
333 W El Camino Real, Sunnyvale, CA 94087 |
|
40854xxxx6 |
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Merrill Lynch Financial Advisor Chris Milner |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ale*********@m*.com |
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Phillip Moehrke-Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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www.TM1Consultant.com |
2046 Jamison Pl, Santa Clara, CA 95051 |
|
65051xxxx7 |
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Merrill Lynch Financial Advisor Salvatore L Saso |
50 W San Fernando St Ste 1600, San Jose, CA 95113 · ~16.8 mi |
|
40828xxxx2 |
bri************@b***.com |
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Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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5 |
Butera James CPA |
1655 Willow St, San Jose, CA 95125 |
|
40826xxxx5 |
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3.7 |
3 |
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JK & P Associates |
1250 Aviation Ave Ste 260, San Jose, CA 95110 |
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40888xxxx0 |
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Carol Y Godsave Cfp |
2880 Lakeside Dr, Santa Clara, CA 95054 |
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40898xxxx8 |
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Royal Alliance Associates |
55 N 3rd St Ste 200, Campbell, CA 95008 |
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40837xxxx0 |
aba*****@r************.com |
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2763 |
26 |
3300 |
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Hurwitz, Leslie |
1919 S Bascom Ave, Campbell, CA 95008 |
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40896xxxx1 |
dns*****@a***.com |
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Raymond James Financial Services |
99 Almaden Blvd Ste 730, San Jose, CA 95113 |
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40894xxxx1 |
con****@h*********.com |
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Vikram Kohli - Financial Advisor, Ameriprise Financial Services |
3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054 |
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40898xxxx5 |
dns*****@a***.com |
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Allied Financial Network |
368 E Campbell Ave, Campbell, CA 95008 |
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40837xxxx0 |
joh*@a*********************.com |
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Laura Jarrell - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx1 |
acc**********@m************.com |
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Darrell Lewis |
1400 Coleman Ave Ste B11, Santa Clara, CA 95050 |
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40865xxxx8 |
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Brandon Thurman - Prudential Finacial |
1731 Technology Dr #600, San Jose, CA 95110 |
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40845xxxx0 |
aar*******************@p*********.com |
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557185 |
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563000 |
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DVK Investments |
927 E Arques Ave, Sunnyvale, CA 94085 |
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40873xxxx6 |
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Merrill Edge |
971 Blossom Hill Rd, San Jose, CA 95123 |
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40882xxxx4 |
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One Stop Financial Services |
20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014 |
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40887xxxx1 |
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3.9 |
7 |
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Lundgren, Davin, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
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40896xxxx0 |
ame******************@a***.com |
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Wells Fargo Advisors |
2170 Tully Rd, San Jose, CA 95122 |
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40899xxxx4 |
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Wayne Loi - Wealth Financial Advisor |
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40849xxxx6 |
aar*************@b************.com |
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55394 |
907 |
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Eva's Income Tax |
2114 Senter Rd Ste 27, San Jose, CA 95112 |
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40899xxxx8 |
j-d@j*********************.business |
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5 |
1 |
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Wells Fargo Advisors |
295 S Mathilda Ave, Sunnyvale, CA 94086 |
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40877xxxx7 |
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Kal Financial |
2230 Quimby Rd, San Jose, CA 95122 |
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87727xxxx2 |
ale*@k***********.com |
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5 |
18 |
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77 |
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Essence Wealth & Insurance Services |
4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054 |
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65074xxxx1 |
joh*@e************.com |
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5 |
48 |
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Financial Advantage |
121 W Washington Ave, Sunnyvale, CA 94086 |
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40874xxxx7 |
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Michael Garber Financial Planning |
111 N Market St, San Jose, CA 95113 |
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40845xxxx8 |
853*************************************@w*****************.com |
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U.S. Bank |
21250 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40860xxxx6 |
a-r@d*****.edu |
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4.2 |
689 |
15315 |
83627 |
17000 |
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Fields, Sylvia, MLO |
1395 Foxworthy Ave, San Jose, CA 95118 |
|
40862xxxx9 |
all*********@a*****.usbank |
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Mayer Moll & Associates |
4010 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx0 |
jma***@m************.com |
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Liberty Bell Mortgage |
2670 S White Rd Ste 165, San Jose, CA 95148 |
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40837xxxx4 |
ale**********@l****************.com |
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Aspire Planning Associates |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40833xxxx4 |
bet**@a**************.com |
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Jose Palma CPA Inc |
111 Race St, San Jose, CA 95126 |
|
40899xxxx0 |
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5 |
5 |
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Sheila Cfp Daley Ea |
1885 Winchester Blvd Ste 202, Campbell, CA 95008 |
|
40837xxxx3 |
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Jeff Koeberle & Lynmichelle Lenney-Koeberle | Integrity Living Trusts & Beacon Advisors |
512 Bryan Ave, Sunnyvale, CA 94086 |
|
92569xxxx4 |
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Alca Financial Services Inc. |
4249 Macedo Pl, Santa Clara, CA 95054 |
|
40821xxxx3 |
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Craig Cymrot - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acc**********@m************.com |
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Credit Repair 88 |
1172 Murphy Ave, San Jose, CA 95131 |
|
40888xxxx7 |
eli**@c*************.com |
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5 |
2 |
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Sycamore Ventures |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx1 |
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acTax |
311 N Capitol Ave, San Jose, CA 95133 |
|
40821xxxx0 |
adm**@a****.com |
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4.4 |
7 |
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Pham, Quoc |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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9 |
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Los Gatos Dj Co |
15466 Los Gatos Blvd Ste 206, Los Gatos, CA 95032 |
|
40835xxxx5 |
inf*@l*********************.com |
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Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alf***********@a***.com |
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128 |
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Infinite Financial & Realty |
998 E El Camino Real, Sunnyvale, CA 94087 |
|
40883xxxx0 |
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Wellspring Consulting |
2635 N 1st St Ste 201 San Jose, CA 95134 |
|
40843xxxx8 |
ape**@w***********.com |
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5 |
1 |
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Edward Jones - Financial Advisor: Lucy McGuire |
16190 Los Gatos Blvd Ste 102, Los Gatos, CA 95032 |
|
40846xxxx0 |
and*******@c*************.ca |
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Jlr Investment Fund |
1900 Mccarthy Blvd Ste 105, Milpitas, CA 95035 |
|
40892xxxx9 |
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CAN and Kotov Financial |
1901 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx7 |
aar**************@a***.com |
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132688 |
|
134000 |
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Thrivent Financial For Lutherans |
2021 The Alameda, San Jose, CA 95126 |
|
40898xxxx7 |
a.v@t*******.com |
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Tax Relief USA |
1309 S Mary Ave Ste 230, Sunnyvale, CA 94087 |
|
40873xxxx5 |
9d0*************************************@w*****************.com |
4.4 |
14 |
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Silicon Valley Financial Group |
950 S Bascom Ave #2112, San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
5 |
2 |
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Lily Frenkel |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40848xxxx2 |
aar*********@w*********.com |
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Zheng, Lia |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx7 |
ale*********@m*.com |
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Kelly C Lee - Financial Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Wells Fargo Advisors |
1720 Story Rd, San Jose, CA 95122 |
|
40825xxxx0 |
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Financial Engines Advisor Center |
2350 Mission College Blvd Ste 450, Santa Clara, CA 95054 |
|
40897xxxx5 |
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Hock Company |
530 Lytton Ave Fl 2 Palo Alto, CA 94301 |
|
65061xxxx5 |
ape*****@h**********.com |
3 |
6 |
4.1 |
34 |
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Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 · ~16.6 mi |
|
40896xxxx2 |
dns*****@a***.com |
|
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132839 |
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5 |
6 |
Young, Barbara |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx9 |
abc***@u**.com |
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Compt Financial Consulting |
177 Park Ave San Jose, CA 95113 |
|
80036xxxx9 |
inf*@c****.co |
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Bisceglia Wealth Management Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
bre***********@u**.com |
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3.5 |
16 |
Jeff Koeberle & Lynmichelle Lenney-Koeberle Integrity Living Trusts & Beacon Advisors |
512 Bryan Ave, Sunnyvale, CA 94086 |
|
92569xxxx4 |
c18*****************************@s*****.wixpress |
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582828 |
|
46 |
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Yogesh Rane |
50 W San Fernando St, San Jose, CA 95113 |
|
40846xxxx1 |
aar*********@w*********.com |
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Investment Diversification Counselors |
2211 Moorpark Ave, San Jose, CA 95128 |
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40828xxxx0 |
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Wade Financial Advisory Inc |
2105 S Bascom Ave Ste 110, Campbell, CA 95008 |
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40836xxxx9 |
ann****@w*****.com |
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9 |
4 |
13 |
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Brandon Hymes |
1125 Saratoga Ave, San Jose, CA 95129 |
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40828xxxx0 |
3d@a*****.allstate |
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H&R Block |
717 E El Camino Real Ste 3 Sunnyvale, CA 94087 |
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40873xxxx4 |
agi***@a*.nv |
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3.6 |
50 |
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A Plus Tax Service |
87 Dempsey Rd Milpitas, CA 95035 |
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40876xxxx1 |
acc*******@n*********.com |
4.1 |
9 |
3.7 |
25 |
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David Lucas - Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
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40827xxxx4 |
bet*********@r***********.com |
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17179 |
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Pi Wealth Plan |
Serving theSan Jose Area |
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41532xxxx8 |
cvb************@p****.dreamhost |
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Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx6 |
rbc*********@r**.com |
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The Mendoza Group |
1999 S Bascom Ave Ste 700, Campbell, CA 95008 |
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66949xxxx1 |
abu***@r*****.com |
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Dorothy Dupre Ea |
201 Pecan Grove Ct, San Jose, CA 95123 |
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40862xxxx5 |
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Gallagher Insurance, Risk Management & Consulting |
160 W Santa Clara St 300 San Jose, CA 95113 |
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40897xxxx0 |
amy********@a**.com |
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3921 |
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Cammack Family Tax Service |
3315 Almaden Expy Ste 35, San Jose, CA 95118 |
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40844xxxx0 |
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Allan K Walsworth - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx5 |
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Trevor Shephard - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx4 |
acm***********@m************.com |
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Western Finance & Investment Group |
1265 El Camino Real Ste 109, Santa Clara, CA 95050 |
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40855xxxx9 |
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The Skyline Wealth Management Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx2 |
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3 |
2 |
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The Foreman-MacQuarrie Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx5 |
acm***********@m************.com |
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1200 Partner |
1220 Memorex Dr, Santa Clara, CA 95050 |
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40856xxxx3 |
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Merrill Lynch Financial Advisor Dione Luu-Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx6 |
aar**********@s*****.com |
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SnapFi |
1155 Meridian Ave Ste 100 San Jose, CA 95125 |
|
80081xxxx6 |
bgr***@s*****.com |
4.2 |
33 |
4.9 |
85 |
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2701 |
98 |
2700 |
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King Travel |
1767 Alum Rock Ave, San Jose, CA 95116 |
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40872xxxx4 |
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Lucero, Stephen, AGT |
355 Santana Row, San Jose, CA 95128 |
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40828xxxx8 |
acc***************@u**.com |
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Adriatic Holding Inc. |
3380 Edward Ave, Santa Clara, CA 95054 |
|
40898xxxx0 |
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Colet & Associates |
2099 Gold St, Alviso, CA 95002 |
|
40895xxxx4 |
con****************@t***********.com |
4.2 |
44 |
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82272 |
2051 |
86000 |
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Dimitar Kotov - Financial Advisor, Ameriprise Financial Services |
1901 S Bascom Ave Ste 1530, Campbell, CA 95008 |
|
40887xxxx7 |
dim************@a***.com |
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Merrill Lynch Financial Advisor Michelle Yeh |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx8 |
ale*********@m*.com |
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WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
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169 |
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167 |
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Paramount Tax & Accounting Silicon Valley Central |
1426 E Hamilton Ave, Campbell, CA 95008 |
|
40855xxxx0 |
aje*******@p********.tax |
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Smith, Gregory |
355 Santana Row, San Jose, CA 95128 |
|
40891xxxx3 |
abc***@u**.com |
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DTM Properties |
San Jose, CA 95116 |
|
40827xxxx8 |
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Milner, Chris |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ale*********@m*.com |
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Hamilton Ridge Asset Mgmt |
111 N Market St, San Jose, CA 95113 |
|
40833xxxx6 |
bco***@h************.com |
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Zheng, Lia, AGT |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx7 |
ale*********@m*.com |
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Addison Avenue Investment Services |
19960 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx7 |
aar************@r***********.com |
3 |
2 |
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17357 |
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ePlanet Capital Advisors US, Inc |
99 Almaden Blvd Ste 600, San Jose, CA 95113 |
|
40823xxxx0 |
aat*****@e*************.com |
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Merrill Lynch Financial Advisor Paul J Lukas |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
3 |
2 |
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Mark Gronert - Thrivent |
2021 The Alameda Ste 140, San Jose, CA 95126 |
|
51042xxxx0 |
adm**@d***********.com |
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A American Debt Consolidation |
495 S Mathilda Ave, Sunnyvale, CA 94086 |
|
40873xxxx7 |
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Financial Rescue LLC |
99 S Almaden Blvd #600, San Jose, CA 95113 |
|
87797xxxx7 |
ang*****@f*****************.com |
4.7 |
453 |
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33048 |
|
33000 |
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RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40829xxxx2 |
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5 |
2 |
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H&R Block |
975 The Alameda San Jose, CA 95126 |
|
40899xxxx5 |
aab***@h******.com |
4.7 |
117 |
2.8 |
18 |
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Kane Investment Management, Inc |
15466 Los Gatos Blvd Ste 213, Los Gatos, CA 95032 |
|
40835xxxx3 |
amy*******@k*************.com |
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Stern, Robert W, AGT |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40866xxxx3 |
ame******************@a***.com |
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132834 |
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Concert Global Group LTD |
1871 The Alameda Ste 350, San Jose, CA 95126 |
|
40899xxxx5 |
dom****@a***********.com |
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2986 |
27 |
3500 |
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Wells Fargo Advisors |
1705 N 1st St, San Jose, CA 95112 |
|
40827xxxx3 |
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Quach, Chien, Styczynski & Associates-Ameriprise Financial Services |
1 Almaden Blvd, San Jose, CA 95113 |
|
40888xxxx9 |
ame******************@a***.com |
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132688 |
|
134000 |
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CompuTax Services |
256 E Hamilton Ave, Campbell, CA 95008 |
|
40837xxxx1 |
con****@c***************.com |
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4.8 |
18 |
5 |
34 |
507 |
335 |
504 |
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Angulo, Austin |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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Nancy Ubaldi - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx8 |
abc***@u**.com |
3.73 |
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Craig, Michael |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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Merrill Lynch Financial Advisor Michael D McKay |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
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Elevate Financial Solutions |
1275 S Winchester Blvd, San Jose, CA 95128 |
|
40889xxxx3 |
con****@e********.com |
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Odonnell Financial Group |
901 Campisi Way, Campbell, CA 95008 |
|
40854xxxx5 |
bet*@o********.com |
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195 |
4 |
208 |
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Morgan Stanley Wealth Management |
333 W San Carlos St Ste 1100, San Jose, CA 95110 |
|
40828xxxx0 |
aar***********@m***********************.com |
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Maria D Boisvert - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx1 |
mar***********@r**.com |
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Cirocco, Joanne, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
|
40891xxxx0 |
ame******************@a***.com |
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Mfas |
6120 Hellyer Ave, San Jose, CA 95138 |
|
40862xxxx1 |
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RFS Investment Inc |
6146 Camino Verde Dr, San Jose, CA 95119 |
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40822xxxx3 |
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Merrill Lynch Financial Advisor King Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx0 |
ale*********@m*.com |
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Le, Thuyhuong |
1919 S Bascom Ave, Campbell, CA 95008 |
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40896xxxx0 |
dns*****@a***.com |
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169 |
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169 |
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Artesian Wealth Solutions |
5446 Thornwood Dr Ste 101, San Jose, CA 95123 |
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40862xxxx4 |
ann********@l**.com |
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Ryan J. Seay - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx7 |
3d@a******.morganstanley |
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Piccinini, Jennifer, MLO |
1395 Foxworthy Ave, San Jose, CA 95118 |
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65039xxxx6 |
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Cyrus Ghazvini Omni-Fund Inc |
3080 Olcott St Ste B120, Santa Clara, CA 95054 |
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80083xxxx0 |
cyr***********@t**********.com |
5 |
18 |
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7 |
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Accountable Financial Service |
2025 Gateway Pl Ste 365, San Jose, CA 95110 |
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40849xxxx0 |
adm**@d*********.com |
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Connie Can - Financial Advisor, Ameriprise Financial Services |
1901 S Bascom Ave Ste 1530, Campbell, CA 95008 |
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40887xxxx3 |
con*********@a***.com |
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Pacific Financial Partners |
1762 Technology Dr, San Jose, CA 95110 |
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40845xxxx1 |
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Tammie Mark |
2021 The Alameda, San Jose, CA 95126 |
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40848xxxx9 |
ale*************@t*******.com |
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411910 |
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Kevin Dorset - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40845xxxx0 |
aar*******************@p*********.com |
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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
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Bayview Realty & Financial |
550 Lakeside Dr, Sunnyvale, CA 94085 |
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40824xxxx8 |
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Gateway Financial Advisors |
2570 N 1st St Ste 200, San Jose, CA 95131 |
|
40872xxxx0 |
adm*****@g*************.com |
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Scallon Mark |
167 Villa Ave, Los Gatos, CA 95030 |
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40839xxxx8 |
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Fireside Financial Planning |
1975 Hamilton Ave, San Jose, CA 95125 |
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40837xxxx1 |
cb.*********@g****.com |
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Danny Nguyen |
1705 N 1st St, San Jose, CA 95112 |
|
40889xxxx5 |
aar********@w*********.com |
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Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dal*************@a***.com |
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Law Offices of Trang Do |
1879 Lundy Ave Ste 212 San Jose, CA 95131 |
|
40877xxxx6 |
inf*@i****************.com |
5 |
11 |
5 |
26 |
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Bdo |
300 Park Ave Ste 900, San Jose, CA 95110 |
|
40827xxxx0 |
aab*******@b**.com |
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Nationwide Financial Services |
22998 Standing Oak Ct, Cupertino, CA 95014 |
|
40825xxxx3 |
abe****@n*********.com |
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988036 |
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986000 |
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408 Group - Morgan Stanley Private Wealth Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
65023xxxx4 |
acm***********@m************.com |
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Keystone Tax and Accounting |
100 S Murphy Ave Ste 200 Sunnyvale, CA 94086 |
|
40841xxxx3 |
ell**@k************.com |
4.8 |
32 |
4.6 |
18 |
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89 |
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93 |
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J M Associates |
1648 Alum Rock Ave, San Jose, CA 95116 |
|
40892xxxx6 |
chr*******************@j************.com |
4.6 |
9 |
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Davin Lundgren - Associate Manager, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dav*************@a***.com |
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9 |
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9 |
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Wells Fargo Advisors |
1663 Branham Ln, San Jose, CA 95118 |
|
40844xxxx1 |
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Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC |
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and**********@a***.com |
5 |
1 |
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McIntosh, Ian, AGT |
3130 De La Cruz Blvd, Santa Clara, CA 95054 |
|
40821xxxx5 |
3d@**w.ameriprise |
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132656 |
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AVI Holdings |
2366 S King Rd, San Jose, CA 95122 |
|
40829xxxx4 |
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Freedom Equity Group |
835 Blossom Hill Rd, San Jose, CA 95123 |
|
40896xxxx2 |
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Silicon Valley Wealth Advisors, LLC |
3190 S Bascom Ave #210, San Jose, CA 95124 |
|
40868xxxx8 |
chr**@s**********.com |
3.4 |
5 |
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5389 |
47 |
5500 |
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Merrill Lynch Financial Advisor Julie Marie Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
ala*@c**********.com |
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5 |
33 |
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New England Financial |
2105 S Bascom Ave Ste 195, Campbell, CA 95008 |
|
40855xxxx0 |
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Derek Quan |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
65021xxxx9 |
aar*********@w*********.com |
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Brady, Douglas |
750 University Ave, Los Gatos, CA 95032 |
|
40882xxxx1 |
abc***@u**.com |
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Charles Schwab |
19349 Stevens Creek Blvd, Cupertino, CA 95014 |
|
80043xxxx0 |
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Lawrence Accountancy |
1602 The Alameda Ste 100 San Jose, CA 95126 |
|
40828xxxx0 |
adm**@a*******.com |
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5 |
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Wachter Investments Inc |
San Jose, CA 95101 |
|
40828xxxx0 |
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City Financial Network |
3111 Mclaughlin Ave, San Jose, CA 95121 |
|
40862xxxx1 |
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SJ Accounting Consulting, CPA, CFP® |
1525 McCarthy Blvd, Milpitas, CA 95035 |
|
40843xxxx6 |
c18*****************************@s*****.wixpress |
5 |
6 |
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MJ Tax And Accounting Services |
2570 North First St Ste 200 San Jose, CA 95131 |
|
40871xxxx8 |
c18*****************************@s*****.wixpress |
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5 |
11 |
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589320 |
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Aguilar Financial Service |
2465 Story Rd, San Jose, CA 95122 |
|
40892xxxx8 |
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Society of Financial Service Professionals-San Jose Chapter |
San Jose, CA 95101 |
|
40829xxxx9 |
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Ravix Group Inc |
226 Airport Pkwy, San Jose, CA 95110 |
|
40821xxxx6 |
abo***@r*********.com |
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All About Your Taxes |
358 El Camino Real, San Bruno, CA 94066 |
|
65041xxxx2 |
akr**@a****************.com |
5 |
2 |
4.9 |
153 |
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Hung T Vu - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
40837xxxx8 |
dns*****@a***.com |
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Edelman Financial Engines |
3315 Scott Blvd, Santa Clara, CA 95054 |
|
40849xxxx0 |
aar*******@e**********************.com |
2.1 |
9 |
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18779 |
20 |
20000 |
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Financial Mastery Group |
675 N 1st St Ste 1240, San Jose, CA 95112 |
|
40888xxxx0 |
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Hassamal Financials |
208 Sunnyside Ave Apt 2, Campbell, CA 95008 |
|
40896xxxx5 |
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Global Properties & Financial Services Inc |
2670 S White Rd, San Jose, CA 95148 |
|
40827xxxx0 |
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Wells Fargo Advisors |
2061 Camden Ave, San Jose, CA 95124 |
|
40855xxxx0 |
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10 |
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Fachner Accounting Group Inc. |
20 Union Ave, Campbell, CA 95008 |
|
40886xxxx1 |
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Pruneyard Financial Group Inc |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx4 |
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|
Jason Hunt - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx8 |
aar*******************@p*********.com |
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Pacific Advisors |
910 E Hamilton Ave Ste 350, Campbell, CA 95008 |
|
40839xxxx0 |
cam*************@g***********.com |
|
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Kelly & Associates |
360 Kiely Blvd, San Jose, CA 95129 |
|
40824xxxx0 |
mic****@k*******************.com |
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MCC Financial Services |
1042 W Heading St, San Jose, CA 95126 |
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40826xxxx4 |
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3.4 |
23 |
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Gawlick Retirement Services |
6455 Almaden Expy, San Jose, CA 95120 |
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40899xxxx4 |
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Liberty Tax |
916 S Bascom Ave, San Jose, CA 95128 |
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40828xxxx0 |
aar***@l*********.com |
4.9 |
52 |
4.3 |
21 |
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Mark Haq - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40891xxxx0 |
bre***********@u**.com |
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Wardenburg, Frederick H |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx5 |
ale*********@m*.com |
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James Park - Branch Manager, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx5 |
dns*****@a***.com |
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169 |
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169 |
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Rupnow, Suong |
740 Story Rd Ste 6, San Jose, CA 95122 |
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40853xxxx0 |
a****00@a*******.com |
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J.R. Financial & Insurance Services |
2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050 |
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40864xxxx2 |
and***@j****.com |
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4.8 |
28 |
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Ameriprise Financial Services Inc |
1722 Silverwood Dr, San Jose, CA 95124 |
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40896xxxx0 |
ant*******@a***.com |
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132688 |
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134000 |
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Kessler Financial Services |
45 E Julian St, San Jose, CA 95112 |
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40824xxxx6 |
ade************@k******.com |
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United Security Bank |
1875 S Bascom Ave Ste 119, Campbell, CA 95008 |
|
40834xxxx0 |
abh****@u*****************.com |
3.7 |
3 |
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Tax Help & Accounting Solutions |
1426 E Hamilton Ave Ste A Campbell, CA 95008 |
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40855xxxx0 |
arn**@t********.com |
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4.4 |
14 |
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Cali Financial Management Co |
10497 S De Anza Blvd, Cupertino, CA 95014 |
|
40897xxxx0 |
joh*@s***********.com |
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Butzman, William, AGT |
3945 Freedom Cir, Santa Clara, CA 95054 |
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40833xxxx0 |
ame******************@a***.com |
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132688 |
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134000 |
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H&R Block |
55 South Market Tower 55 55 South Market Tower 55 San Jose, CA 95113 |
|
40829xxxx7 |
aab***@h******.com |
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3.4 |
19 |
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554320 |
22805 |
551000 |
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SF Money Coach |
Palo Alto, CA 94301 |
|
41557xxxx8 |
car***@s***********.com |
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5 |
22 |
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Greenhills Financial Investment |
142 N Milpitas Blvd, Milpitas, CA 95035 |
|
40881xxxx0 |
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1 |
1 |
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Mader, Lauren |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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David Recht Associates |
2890 Zanker Rd, San Jose, CA 95134 |
|
40870xxxx2 |
cgi***********@r**************.com |
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Vn Investments Inc. |
1700 Space Park Dr, Santa Clara, CA 95054 |
|
40828xxxx8 |
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Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40888xxxx9 |
ars***********@a***.com |
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Tak Market |
698 N 3rd St, San Jose, CA 95112 |
|
40829xxxx6 |
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4.6 |
80 |
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Good Steps to Your Finances |
256 Palm Valley Blvd Apt 211, San Jose, CA 95123 |
|
20967xxxx1 |
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Andrew Andrikopoulos |
445 Sherman Ave, Palo Alto, CA 94306 |
|
65032xxxx5 |
agg***********@a*****.com |
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22 |
4.4 |
12 |
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Allworth Financial |
1550 The Alameda Ste 125, San Jose, CA 95126 |
|
40824xxxx0 |
ben*************@a****************.com |
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5382 |
47 |
5500 |
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Stonecrest Financial |
4300 Stevens Creek Blvd Ste 275, San Jose, CA 95129 |
|
40855xxxx0 |
bri**********************************@t*******************.com |
3.9 |
19 |
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5 |
1 |
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Chapple, Luke |
3945 Freedom Cir, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
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Asiana Global Investment |
2114 Senter Rd Ste 12 San Jose, CA 95112 |
|
40836xxxx1 |
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5 |
2 |
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Alastor Capital Management |
4040 Moorpark Ave, San Jose, CA 95117 |
|
40855xxxx0 |
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McDonald Wealth Mgmt |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40842xxxx8 |
ale*****@r******.com |
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5 |
5 |
111 |
2 |
112 |
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Firestone Financial Group |
4010 Moorpark Ave Ste 218, San Jose, CA 95117 |
|
40824xxxx0 |
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3.7 |
3 |
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Turning Leaf Financial Group Inc |
226 Airport Pkwy Ste 310, San Jose, CA 95110 |
|
40845xxxx4 |
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R & E Tax Services |
2235 Story Rd Ste 104 San Jose, CA 95122 |
|
40843xxxx5 |
inf*@r************.org |
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5 |
1 |
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USA Asset Management |
935 N 9th St, San Jose, CA 95112 |
|
40829xxxx0 |
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One Stop Financial Services |
Cupertino, CA 95014 |
|
40887xxxx1 |
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Marquezhsieh Group Financial Advisor |
900 E Hamilton Ave, Campbell, CA 95008 |
|
40896xxxx0 |
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Advantum Tax and Accounting Services |
999 Commercial St Ste 105 Los Altos, CA 94303 |
|
65052xxxx7 |
inf*@a**********.com |
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4.5 |
13 |
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The Alameda Financial Group |
1541 The Alameda, San Jose, CA 95126 |
|
40821xxxx0 |
all*@a********************.com |
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Beck, Troy |
2021 The Alameda, San Jose, CA 95126 |
|
92042xxxx6 |
adm**@d***********.com |
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116 |
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Conforti Financial |
1475 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx1 |
aad********@s****************.com |
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American Society Of Clu |
1585 The Alameda, San Jose, CA 95126 |
|
40829xxxx9 |
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Harshad Shah Financial Services |
2690 S White Rd, San Jose, CA 95148 |
|
40823xxxx0 |
inf*@m**************.com |
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Amercan Financial Network |
901 Campisi Way Ste 160, Campbell, CA 95008 |
|
40834xxxx5 |
and***@a*******.com |
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Yvonne T Ngo |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40869xxxx9 |
aar*********@w*********.com |
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Securities America Inc |
17392 El Rancho Ave, Monte Sereno, CA 95030 |
|
40839xxxx8 |
d.m*****@s****************.org |
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Sami Najafi Shaeghi - Wealth Financial Advisor |
50 W San Fernando St Suite 275, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
|
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3.2 |
1063 |
98496 |
1593 |
99000 |
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Merrill Lynch Financial Advisor Aaron Grant |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx7 |
agr****@m*.com |
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DTCC For Western Asset Management |
1350 Duane Ave, Santa Clara, CA 95054 |
|
40884xxxx8 |
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Gryphon Financial Group |
1587 Princeton Dr, San Jose, CA 95118 |
|
40826xxxx0 |
gsu********@g********.com |
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Quantum Financial Services |
1777 Hamilton Ave Ste 1040, San Jose, CA 95125 |
|
40878xxxx2 |
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Lossness Group Inc |
111 W Saint John St, San Jose, CA 95113 |
|
40828xxxx0 |
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Exertus Financial Partners |
2092 Concourse Dr, San Jose, CA 95131 |
|
40844xxxx2 |
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Edward Jones - Financial Advisor: Tevin Mercer |
1625 The Alameda #601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
|
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87358 |
|
99000 |
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|
Cherene Wong - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
che*********@a***.com |
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Davis Financial Management |
1042 W Hedding St, San Jose, CA 95126 |
|
40834xxxx0 |
ali**@d******.com |
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Wells Fargo Advisors |
2023 Laddie Way, San Jose, CA 95121 |
|
40853xxxx7 |
a-p*************@w*****************.com |
|
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|
189175 |
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Calstar Re Investment & Management Co |
5885 Santa Teresa Blvd, San Jose, CA 95123 |
|
40880xxxx3 |
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Investy Financial Services |
|
|
40885xxxx8 |
inf*@i********.com |
4.9 |
18 |
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Sackett Brooks C CFP CIMA Chief Capital Management Inc. |
1581 Camino Monde, San Jose, CA 95125 |
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40897xxxx3 |
bro***@c***********.com |
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Fremont Investment & Loan |
14428 Union Ave, San Jose, CA 95124 |
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40855xxxx4 |
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Donofrio, Joseph |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx6 |
ale*********@m*.com |
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Darrell Lewis |
2060 Walsh Ave Ste 250, Santa Clara, CA 95050 |
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40865xxxx8 |
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Buckingham Strategic Wealth |
16615 Lark Ave, Los Gatos, CA 95032 |
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80070xxxx5 |
adm**@b****************.com |
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553 |
6 |
649 |
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RB Wealth Management Inc |
464 S Sunnyvale Ave, Sunnyvale, CA 94086 |
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40873xxxx0 |
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Kelly & Associates |
360 Kiely Blvd Ste 240, San Jose, CA 95129 |
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40824xxxx0 |
joh*******@k*******************.com |
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Kevin Fitzgerald Financial |
268 E Hamilton Ave Ste E, Campbell, CA 95008 |
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40887xxxx2 |
dom****@a***********.com |
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City Financial |
4880 Stevens Creek Blvd Ste 105, San Jose, CA 95129 |
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40824xxxx0 |
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Sumer Tatangelo - Financial Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
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40866xxxx7 |
dns*****@a***.com |
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Real Capitol Analytics |
2998 S Bascom Ave, San Jose, CA 95124 |
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40837xxxx0 |
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Moran~Namm Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx5 |
abc***@u**.com |
5.01 |
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McIntosh, Ian |
3130 De La Cruz Blvd, Santa Clara, CA 95054 |
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40821xxxx5 |
dns*****@a***.com |
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West Valley Peninsula Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx4 |
wms**********@r**.com |
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12824 |
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Judy's Misc |
3325 Coldwater Dr, San Jose, CA 95148 |
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40823xxxx0 |
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Alpha B |
464 S Sunnyvale Ave, Sunnyvale, CA 94086 |
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40873xxxx0 |
ang****@a**********.com |
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399 |
199 |
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Consigliare Management Company |
1960 The Alameda, San Jose, CA 95126 |
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40826xxxx0 |
c18*****************************@s*****.wixpress |
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Johanson & Yau Accountancy Corporation |
42 West Campbell Ave Third Floor Campbell, CA 95008 |
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40828xxxx1 |
eli***@j***.com |
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3 |
8 |
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Avery Financial Corp. |
2670 S White Rd, San Jose, CA 95148 |
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40823xxxx8 |
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R&D Investments - UBS Financial Services Inc. |
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40828xxxx0 |
ben*******************@u**.com |
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Axis Bookkeeping Services |
1005 Northgate Dr Ste 130 San Rafael, CA 94903 |
|
70731xxxx4 |
adm**@o*********.net |
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5 |
3 |
5 |
5 |
78 |
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81 |
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Barney, Melissa |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx2 |
acm***********@m************.com |
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Think Different Financial Planning |
101 Jefferson Dr Menlo Park, CA 94025 |
|
65038xxxx3 |
fir**@t***************.com |
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5 |
14 |
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Tone Tran - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40830xxxx9 |
3d@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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BetterWealth |
1475 Saratoga Ave #200, San Jose, CA 95129 |
|
40865xxxx0 |
and***@b***********.us |
5 |
1 |
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Shasta Accountacny |
1161 Ringwood Ct, San Jose, CA 95131 |
|
40843xxxx6 |
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5 |
20 |
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Kevin Lang - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
40855xxxx5 |
dns*****@a***.com |
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Mayer Moll & Associates |
4010 Moorpark Ave Ste 102, San Jose, CA 95117 |
|
40824xxxx0 |
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Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
amb****************@a***.com |
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63 |
4 |
62 |
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HUB International |
333 W El Camino Real, Sunnyvale, CA 94087 |
|
65096xxxx0 |
abc***@h***************.com |
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15899 |
832 |
16000 |
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Chad Parker - Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
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199 |
4 |
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Jay Larrick - BancWest Investment Services Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40864xxxx8 |
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Strategic Global Investments |
1901 S Bascom Ave Ste 1550, Campbell, CA 95008 |
|
40837xxxx0 |
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Foothill Securities Inc. James A. Jimenez |
2845 Moorpark Ave, San Jose, CA 95128 |
|
40824xxxx4 |
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Rutherford Investment |
1845 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx0 |
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Lpl Financial |
105 Drakes Ct, Los Gatos, CA 95032 |
|
40828xxxx6 |
aar********@l**.com |
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20101 |
233 |
21000 |
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Laura Rose |
1101 S Winchester Blvd Ste A105, San Jose, CA 95128 |
|
40824xxxx0 |
lau**@l***********.com |
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Moran~Namm Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx5 |
bre***********@u**.com |
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Shaw Financial & Insurance Services |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
|
40873xxxx2 |
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Greater Access Financial |
1766 W San Carlos St, San Jose, CA 95128 |
|
40828xxxx1 |
inf*@g*********************.com |
1.8 |
5 |
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Raisch Investment Group LTD |
15581 Toyon Dr, Los Gatos, CA 95030 |
|
40835xxxx8 |
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Bay Financial |
4020 Moorpark Ave, San Jose, CA 95117 |
|
40829xxxx7 |
inf*@b*******.com |
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VOYA Financial Advisors |
2323 S Bascom Ave Suite 150-a, Campbell, CA 95008 |
|
40824xxxx2 |
mka*******@c***********.com |
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Money Management International |
1999 S Bascom Ave Ste 700, Campbell, CA 95008 |
|
71339xxxx2 |
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Lincoln Court |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx0 |
aab********@l*************.com |
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SAS Financial Advisors |
2900 Gordon Ave Ste 102, Santa Clara, CA 95051 |
|
65036xxxx0 |
aba****@a**.net |
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171 |
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187 |
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Evans Wealth Management Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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Rav Barring |
2221 Oakland Rd, San Jose, CA 95131 |
|
92592xxxx0 |
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George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC |
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40891xxxx0 |
dns*****@a***.com |
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Frandsen Dennis L |
2441 Shibley Ave, San Jose, CA 95125 |
|
40826xxxx0 |
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Jy Wealthcare |
160 W Santa Clara St, San Jose, CA 95113 |
|
40828xxxx1 |
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Barney Smith |
225 W Santa Clara St Ste 900, San Jose, CA 95113 |
|
40894xxxx0 |
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Dave Culler |
1740 Technology Dr #550, San Jose, CA 95110 |
|
40839xxxx8 |
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H&R Block |
860 S Bascom Ave San Jose, CA 95128 |
|
40829xxxx9 |
agi***@a*.nv |
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1.9 |
9 |
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554625 |
20929 |
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Merrill Lynch Financial Advisor Martin Hsu |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ann********@m*.com |
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Galindo, Jim |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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Orlando Investments |
330 S 1st St, San Jose, CA 95113 |
|
40829xxxx4 |
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John Haddad |
550 S Winchester Blvd Ste 405 San Jose, CA 95128 |
|
40820xxxx0 |
|
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4.8 |
23 |
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Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx2 |
dns*****@a***.com |
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I Ng Financial Partners |
298 S Sunnyvale Ave, Sunnyvale, CA 94086 |
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40824xxxx6 |
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Cbsj Financial Corporation |
1735 N 1st St, San Jose, CA 95112 |
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40879xxxx0 |
aar********@l**.com |
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20006 |
208 |
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MW Wealth Advisors |
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40886xxxx2 |
and***@m**************.com |
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Kane Financial Service |
15466 Los Gatos Blvd, Los Gatos, CA 95032 |
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40835xxxx3 |
and*@c*************.com |
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88 |
208 |
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Harris Private Wealth |
1735 N First St #301, San Jose, CA 95112 |
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40854xxxx0 |
cha****@h******************.com |
5 |
1 |
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Christina Hua CPA |
San Jose, CA 95128 |
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c18*****************************@s*****.wixpress |
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Tax Consultation of America Inc |
88 Tully Rd Ste 106, San Jose, CA 95111 |
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40897xxxx8 |
joh**@t*****.com |
5 |
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Merrill Lynch Financial Advisor Salvatore L Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx2 |
ale*********@m*.com |
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Charles Schwab |
12 Ranch Dr, Milpitas, CA 95035 |
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40846xxxx0 |
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4.1 |
7 |
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Money Market |
876 The Alameda Ste B, San Jose, CA 95126 |
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40894xxxx9 |
921*************************************@w*****************.com |
3.2 |
14 |
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Ayesha Muzaffar |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx9 |
rbc*********@r**.com |
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Maple Leaf Investments |
1155 Redmond Ave, San Jose, CA 95120 |
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40826xxxx3 |
c.e*****@m***********.com |
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Aelita Leto Feng Shui |
Los Gatos, CA 95030 |
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40876xxxx6 |
7c0*************************************@w*****************.com |
4.9 |
59 |
5 |
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Quang T Phan-Raymond James |
150 Almaden Blvd, San Jose, CA 95113 |
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40827xxxx4 |
aar************@r***********.com |
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17479 |
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18000 |
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FFS Property Management Group |
3081 Brandywine Dr, San Jose, CA 95121 |
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40844xxxx7 |
3d@**w.ffspropertymanagement |
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Associated Tax Service |
3033 Moorpark Ave Ste 9 San Jose, CA 95128 |
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40826xxxx5 |
ats********@g****.com |
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4.3 |
28 |
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ING Financial Partners |
1275 S Winchester Blvd Ste B, San Jose, CA 95128 |
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40824xxxx2 |
mka*******@c***********.com |
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Merrill Lynch Financial Advisor Maureen M Fong |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx8 |
ale*********@m*.com |
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Integrated Fincl & Insurance Service |
1740 Technology Dr, San Jose, CA 95110 |
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40848xxxx0 |
aar******@p**************.com |
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Master Plan Financial |
20045 Stevens Creek Blvd, Cupertino, CA 95014 |
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40875xxxx3 |
inf*@m************.com |
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Eastdil Secured |
160 W Santa Clara St Ste 500, San Jose, CA 95113 |
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40853xxxx0 |
aab***@e*************.com |
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The Credit Docs |
177 Park Ave Ste 200 San Jose, CA 95113 |
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40843xxxx0 |
geo***@t************.com |
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Thrivent Financial |
2797 Park Ave Ste 204, Santa Clara, CA 95050 |
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40824xxxx5 |
a.v@t*******.com |
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SGC Financial |
51 E Campbell Ave, Campbell, CA 95008 |
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40823xxxx0 |
cba******@s**********.com |
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Private Wealth Management | U.S. Bank |
10 Almaden Blvd Suite 500, San Jose, CA 95113 |
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41537xxxx7 |
aar************@u*****.com |
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341233 |
3973 |
343793 |
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Payne, Josh Bryan, AGT |
3031 Tisch Way 110 Plz W, San Jose, CA 95128 |
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40829xxxx2 |
a.-*******************@p********.com |
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147679 |
4083 |
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Federated Income Tax |
1221 Story Rd2nd Fl Ste 90 San Jose, CA 95122 |
|
40829xxxx5 |
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4.7 |
22 |
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Law Offices of W. Kirk Moore |
586 N 1st St, Ste 202 San Jose, CA 95112 |
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40899xxxx6 |
wkm****@b********.com |
5 |
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4.9 |
112 |
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Lee, Adela |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx8 |
ade******@m*.com |
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Alpha Property Investments |
357 S 4th St, San Jose, CA 95112 |
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40863xxxx7 |
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Martin Lowe, CPA |
4595 Salina Dr, San Jose, CA 95124 |
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40882xxxx6 |
inf*@m************.com |
5 |
4 |
4.7 |
29 |
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117 |
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122 |
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Allworth Financial |
2105 S Bascom Ave Suite 255, Campbell, CA 95008 |
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40840xxxx9 |
bil***********@a****************.com |
3.5 |
2 |
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5377 |
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5500 |
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U.S. Bancorp Investments - Financial Advisors: San Jose |
377 Santana Row, San Jose, CA 95128 |
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66934xxxx3 |
aar************@u*****.com |
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Hanhai Investment Inc |
97 E Brokaw Rd, San Jose, CA 95112 |
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40857xxxx8 |
app**@h***************.com |
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4.6 |
11 |
894 |
123 |
889 |
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UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx0 |
abc***@u**.com |
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Sequoia Wealth Advisors & Investment Management, Inc. |
99 Almaden Blvd Ste 925, San Jose, CA 95113 |
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40827xxxx0 |
*nn*@s********.com |
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258 |
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270 |
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Thomas & Company |
1850 Hamilton Ave San Jose, CA 95125 |
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40855xxxx4 |
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3.9 |
10 |
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AIG Advisors |
85 Saratoga Ave, Santa Clara, CA 95051 |
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40842xxxx5 |
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Nguyen, David |
3241 S White Rd, San Jose, CA 95148 |
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40823xxxx3 |
a****00@a*******.com |
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Financial Advisors U.S. Bancorp Investments |
10381 S De Anza Blvd, Cupertino, CA 95014 |
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40896xxxx8 |
aar************@u*****.com |
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345471 |
5393 |
348000 |
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Coeus Financial |
1901 S Bascom Ave Ste 1150, Campbell, CA 95008 |
|
40842xxxx4 |
bpl*****@c*************.com |
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178 |
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National Planning Corp |
1570 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
pw-********************************@p**************.org |
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Wells Fargo Advisors |
781 W Hamilton Ave, Campbell, CA 95008 |
|
40834xxxx1 |
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Mann, James |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx4 |
abc***@u**.com |
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Palazzo Investment Group |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
|
40861xxxx3 |
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San Jose Tax Attorney Service |
88 S 3rd St San Jose, CA 95113 |
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40872xxxx7 |
joh*@s******************.com |
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Maypac Financial |
2670 S White Rd, San Jose, CA 95148 |
|
40822xxxx1 |
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Sinsigalli, Andrew |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx7 |
ale*********@m*.com |
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Historical Science Publishing |
Serving theSan Jose Area |
|
40872xxxx0 |
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Wells Fargo Advisors |
3053 Meridian Ave, San Jose, CA 95124 |
|
40844xxxx0 |
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Merrill Lynch Financial Advisor Derek R Johnson |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
ale*********@m*.com |
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Wells Fargo Advisors |
3331 San Felipe Rd, San Jose, CA 95135 |
|
40822xxxx2 |
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Swik Investments |
7215 Windcliff Ln, San Jose, CA 95138 |
|
40891xxxx5 |
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Ivy Financial Planning & Assoc |
235 W Main St, Los Gatos, CA 95030 |
|
65032xxxx0 |
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Cash For Cars |
1800 W San Carlos St, San Jose, CA 95128 |
|
40829xxxx0 |
*re*@c**********.net |
3.9 |
77 |
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19088 |
131 |
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Dilu Valliani |
50 W San Fernando St, San Jose, CA 95113 |
|
51036xxxx3 |
aar*********@w*********.com |
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Michael Timothy Miyakusu |
50 W San Fernando St, San Jose, CA 95113 |
|
40864xxxx0 |
aar*********@w*********.com |
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Financial Network Investment Corp |
Campbell, CA 95008 |
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40886xxxx9 |
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Sophia Ahmad Law, APC |
39055 Hastings St, Ste 211 Fremont, CA 94538 |
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51042xxxx8 |
sop***@s*************.com |
4.4 |
7 |
4.9 |
76 |
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Telesky Financial Services |
2095 Park Ave, San Jose, CA 95126 |
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40855xxxx0 |
hel*@c***************.com |
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Solutions Wealth Management |
1885 Winchester Blvd Ste 201, Campbell, CA 95008 |
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40837xxxx3 |
aar********@l**.com |
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20102 |
232 |
21000 |
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Strategy Inc |
3728 Charter Park Dr, San Jose, CA 95136 |
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40826xxxx7 |
bil****@s**********.com |
5 |
7 |
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62 |
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Pam Flournoy |
1165 Lincoln Ave, San Jose, CA 95125 |
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40827xxxx3 |
pam*********@l**.com |
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Prafullkumar Kant Shah: Primerica-Financial Services |
3031 Tisch Way 110 Plaza West, San Jose, CA 95128 |
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40820xxxx7 |
ath**********@p********.com |
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149420 |
3772 |
161000 |
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Latitude Financial Services |
1167 Cameo Dr, Campbell, CA 95008 |
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40837xxxx0 |
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The Credit World |
90 E Gish Rd Ste 280 San Jose, CA 95112 |
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40843xxxx2 |
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4 |
13 |
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Lpl Financial |
1350 Ridder Park Dr, San Jose, CA 95131 |
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40845xxxx8 |
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Edward Jones - Financial Advisor: Vince DiPiero |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
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40847xxxx5 |
and*******@c*************.ca |
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5 |
5 |
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Citi Pwm |
12948 Saratoga Sunnyvale Rd, Saratoga, CA 95070 |
|
40874xxxx5 |
abb**********@c***.com |
3 |
4 |
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Donald Calonje Income Tax |
1885 The Alameda, San Jose, CA 95126 |
|
40861xxxx0 |
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Mallory & Associates |
651 La Maison Dr, San Jose, CA 95128 |
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40824xxxx6 |
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Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
amy*****@a***.com |
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FairWeather Group |
San Jose, CA 95153 |
|
40867xxxx4 |
dan@f***************.net |
5 |
12 |
5 |
3 |
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Charles Schwab |
19620 Stevens Creek Blvd Ste 100, Cupertino, CA 95014 |
|
40844xxxx0 |
fra***********@s*****.com |
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Wells Fargo Advisors |
1241 S Mary Ave, Sunnyvale, CA 94087 |
|
40877xxxx0 |
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15 |
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David Farkouh - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
arn**********@a***.com |
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20 |
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93 |
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98 |
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Realtypro Investments |
359 E Iowa Ave, Sunnyvale, CA 94086 |
|
40868xxxx3 |
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Jd Financial Fitness |
3140 De La Cruz Blvd, Santa Clara, CA 95054 |
|
40897xxxx9 |
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Wells Fargo Advisors |
2528 Berryessa Rd, San Jose, CA 95132 |
|
40892xxxx3 |
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Eric Han - Financial Advisor, Ameriprise Financial Services, LLC |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx9 |
dns*****@a***.com |
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Scagliotti & Associates |
987 University Ave, Los Gatos, CA 95032 |
|
40839xxxx7 |
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Ace Investment Group |
10601 S De Anza Blvd, Cupertino, CA 95014 |
|
40864xxxx4 |
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Lukas, Paul |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
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Ling’s Tax Service |
1588 Homestead Rd, Santa Clara, CA 95050 |
|
40867xxxx1 |
dat*****************@i****.de |
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4.6 |
21 |
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Gregory Financial Corp |
987 University Ave, Los Gatos, CA 95032 |
|
40839xxxx0 |
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Grubb, Lauren |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx8 |
ale*********@m*.com |
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StoneBridge Tax Solutions |
10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014 |
|
40846xxxx9 |
che***@s**********************.com |
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4.7 |
32 |
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Wells Fargo Advisors |
575 W Capitol Expy, San Jose, CA 95136 |
|
40897xxxx0 |
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Catalan Philip |
San Jose, CA 95101 |
|
40837xxxx1 |
inf*@l**************.com |
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Founders Financial Network |
10050 N Wolfe Rd Ste SW1281, Cupertino, CA 95014 |
|
40836xxxx0 |
cho@f****************.net |
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NOW CFO-San Jose |
101 W Santa Clara St, San Jose, CA 95113 |
|
66920xxxx1 |
ab@n*****.com |
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4.5 |
20 |
946 |
6 |
1000 |
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STS Immigration Service |
2899 Senter Rd Ste 105, San Jose, CA 95111 |
|
66923xxxx0 |
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Tax Consultation of America |
88 Tully Rd Ste 106 San Jose, CA 95111 |
|
40897xxxx8 |
joh**@t*****.com |
5 |
5 |
5 |
121 |
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Sorensen, Kris |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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Bradford Brown Financial & Insurance Services |
1731 Technology Dr Ste 400, San Jose, CA 95110 |
|
40845xxxx5 |
inf*@b*************.net |
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Mdf Financial Advisors |
2241 Sutter Ave, Santa Clara, CA 95050 |
|
40824xxxx8 |
joh*******@m*****.com |
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Fitzpatrick & Tucker Inc. |
4040 Moorpark Ave Ste 112 San Jose, CA 95117 |
|
40824xxxx0 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
4.3 |
26 |
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Craig Curtis Uffelman-Ameriprise Financial Services Inc |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40866xxxx7 |
ame******************@a***.com |
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132688 |
|
134000 |
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Marshall Ira B |
Morgan Hill, CA 95037 |
|
40877xxxx9 |
ira@i**********.com |
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Lobel Financial Corporation |
4300 Stevens Creek Blvd Ste 155, San Jose, CA 95129 |
|
40855xxxx5 |
aal****@l*************.com |
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Cetera Wealth Partners is a region of Cetera Advisor Networks LLC |
31 E Julian St, San Jose, CA 95112 |
|
40824xxxx2 |
mka*******@c***********.com |
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Clark Morgan - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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Ting O’Connor Private Wealth - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40891xxxx8 |
abc*******@u**.com |
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Cube Incubation Inc |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
|
40821xxxx1 |
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Lee, Violet |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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Trevor Schwartz Investments of Raymond James |
16185 Los Gatos Blvd Ste 205, Los Gatos, CA 95032 |
|
40820xxxx2 |
aar************@r***********.com |
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Stellar Financial Service |
5824 Comanche Dr, San Jose, CA 95123 |
|
40861xxxx3 |
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Paramount Tax & Accounting Silicon Valley Central |
1088 Branham Ln, San Jose, CA 95136 |
|
40862xxxx3 |
aje*******@p********.tax |
4.8 |
72 |
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Quetzalcoatl Financial Research Institute |
473 N 13th St, San Jose, CA 95112 |
|
40829xxxx1 |
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Kartveli CPA Firm |
San Jose, CA 95129 |
|
40850xxxx9 |
c18*****************************@s*****.wixpress |
5 |
3 |
5 |
9 |
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Lobel Financial Corp |
4300 Stevens Creek Blvd Ste 155, San Jose, CA 95129 |
|
40855xxxx5 |
aal****@l*************.com |
1.1 |
38 |
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Luiza, Michael |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ale*********@m*.com |
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O'Connor, Ting, AGT |
50 W San Fernando St Fl 8, San Jose, CA 95113 |
|
40891xxxx8 |
abc***@u**.com |
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Gummow Investments |
1805 Little Orchard St, San Jose, CA 95125 |
|
40897xxxx8 |
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Bay Area Financial Advisors |
777 N 1st St Ste 615, San Jose, CA 95112 |
|
40841xxxx7 |
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Raisch Investment Group |
1680 Almaden Expy, San Jose, CA 95125 |
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40829xxxx1 |
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Optimize Accounting Solutions |
39812 Mission Blvd Ste 218 Fremont, CA 94539 |
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51076xxxx1 |
inf*@o******.com |
5 |
4 |
4.1 |
9 |
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Morgan Stanley |
20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014 |
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40886xxxx0 |
int**********@m************.com |
4.7 |
3 |
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Houghton Financial Corp |
3150 Almaden Expy Ste 205, San Jose, CA 95118 |
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40897xxxx0 |
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Victoria Chu |
4320 Stevens Creek Blvd Ste 125, San Jose, CA 95129 |
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40824xxxx2 |
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Thrivent Financial-Cathy Grambow |
2021 The Alameda #390, San Jose, CA 95126 |
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40898xxxx7 |
bet*********@t*******.com |
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411742 |
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Thorhill Financial |
3375 Scott Blvd, Santa Clara, CA 95054 |
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40898xxxx8 |
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Kevin Lee & Associates |
2099 Gold St Ste 129, Alviso, CA 95002 |
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40858xxxx5 |
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Bellotti Assoc |
1686 Dell Ave, Campbell, CA 95008 |
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40887xxxx5 |
bis***@j********.com |
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Tax & Financial Solutions |
586 N 1st St Ste 105 San Jose, CA 95112 |
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40899xxxx7 |
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Concentrum Wealth Management |
6840 Via Del Oro, San Jose, CA 95119 |
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40857xxxx0 |
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Barajas Francisco |
1919 S Bascom Ave Ste 100, Campbell, CA 95008 |
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40896xxxx3 |
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Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx2 |
dns*****@a***.com |
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Petrinovich Pugh & Company LLP |
333 W Santa Clara St San Jose, CA 95113 |
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40828xxxx1 |
aba***@p******.com |
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1 |
1 |
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Edelman Financial Engines |
2350 Mission College Blvd, Santa Clara, CA 95054 |
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40897xxxx5 |
a.b*****@e***************.com |
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18779 |
20 |
20000 |
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Zheng, Yujin |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx7 |
ali*************@m*.com |
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Cabanero, Ernel Vargas, AGT |
3031 Tisch Way 110 Plz W, San Jose, CA 95128 |
|
40827xxxx2 |
ali*************@p********.com |
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147679 |
4083 |
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Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
5 |
1 |
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16 |
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Evans Wealth Management Group - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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Retirement Capital Strategies |
1190 Saratoga Ave Ste 140, San Jose, CA 95129 |
|
40855xxxx0 |
bil*********@r*********.com |
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55 |
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David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
arn**********@a***.com |
5 |
1 |
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93 |
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98 |
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Escalate Capital Partners |
150 Almaden Blvd Ste 925, San Jose, CA 95113 |
|
40820xxxx5 |
alv***@e**************.com |
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Eric Ongman Eacfp |
15814 Winchester Blvd, Los Gatos, CA 95030 |
|
40839xxxx4 |
hos**************************@w*************.com |
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Professional Tax Services |
2450 Peralta Blvd Ste 222 Fremont, CA 94536 |
|
51050xxxx5 |
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4.7 |
69 |
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Sj Almaden-Care-Borelli |
3150 Almaden Expy, San Jose, CA 95118 |
|
40862xxxx3 |
acr******@m****************.com |
2.7 |
13 |
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RC Blackwell’s Tax Service |
900 Lafayette St Ste 705 Santa Clara, CA 95050 |
|
40859xxxx2 |
rcb********@g****.com |
4.7 |
7 |
4.8 |
151 |
5 |
9 |
322 |
18 |
318 |
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Frontier Financial Services |
3081 Brandywine Dr, San Jose, CA 95121 |
|
40827xxxx0 |
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Patrick Pangilinan |
120 Blossom Hill Rd Ste 10, San Jose, CA 95123 |
|
40828xxxx0 |
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Yu Teng - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx5 |
aar*******************@p*********.com |
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Fidelity Investments |
251 University Ave Palo Alto, CA 94309 |
|
65032xxxx1 |
a61****@f*******.com |
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2 |
38 |
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329005 |
|
352000 |
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Betterwealth |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40865xxxx0 |
and***@b***********.us |
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Principal - Closed |
2099 Gateway Pl Ste 100, San Jose, CA 95110 |
|
40853xxxx0 |
a.m**@p********.com |
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U.S. Bank – Wealth Management Banker: Yung Le |
1399 Foxworthy Ave, San Jose, CA 95118 |
|
20677xxxx3 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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Creative Credit Repair Service |
2655 Seely Ave, San Jose, CA 95134 |
|
40827xxxx2 |
aal*****@c******.com |
4.6 |
202 |
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Gawlick Retirement Services |
6455 Almaden Expy Ste 100, San Jose, CA 95120 |
|
40899xxxx4 |
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Jiang Tao Ju |
2350 Mission College Blvd, Santa Clara, CA 95054 |
|
40898xxxx8 |
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Raymond James & Associates |
1901 S Bascom Ave Ste 1550, Campbell, CA 95008 |
|
40837xxxx0 |
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5 |
1 |
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Family Wealth Consulting Group |
10 Almaden Blvd, San Jose, CA 95113 |
|
40845xxxx0 |
cra**@f***.net |
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Tsao, Howard |
500 E Calaveras Blvd, Milpitas, CA 95035 |
|
92545xxxx6 |
a****00@a*******.com |
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Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40888xxxx9 |
cor***********@a***.com |
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106 |
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Barbara Young - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx9 |
abc*******@u**.com |
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Rdw & Associates |
2890 Zanker Rd, San Jose, CA 95134 |
|
40895xxxx3 |
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Jim Slacke Assiet Preservation |
1625 The Alameda Ste 201, San Jose, CA 95126 |
|
40821xxxx2 |
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Caliber Home Loans |
910 E Hamilton Ave, Campbell, CA 95008 |
|
70739xxxx0 |
aar**@c***************.com |
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Bay Area Credit Repairs |
2959 S Winchester Blvd Ste 201 Campbell, CA 95008 |
|
41591xxxx0 |
cus*********@b************.net |
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1 |
1 |
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JPP Investments |
2150 Monterey Hwy, San Jose, CA 95112 |
|
40829xxxx1 |
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C2 Financial Corporation |
2845 Moorpark Ave, San Jose, CA 95128 |
|
40861xxxx0 |
elv*@e**********.com |
4.9 |
104 |
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4.4 |
23 |
731 |
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738 |
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Citi Personal Wealth Management |
395 W El Camino Real, Sunnyvale, CA 94087 |
|
40873xxxx5 |
arc*****************@c***.com |
2.8 |
56 |
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151265 |
2091 |
11 |
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Capitol Development Group |
3573 Story Rd, San Jose, CA 95127 |
|
40892xxxx0 |
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Beacon Pointe Advisors |
50 W San Fernando St, San Jose, CA 95113 |
|
40855xxxx0 |
aba*****@b***********.com |
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Stryker, Eric, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx4 |
ame******************@a***.com |
|
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|
132688 |
|
134000 |
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Masterlife Financial Group Inc. |
2055 Junction Ave Ste 235, San Jose, CA 95131 |
|
40843xxxx0 |
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Jeff R Lawrence, CPA |
1602 The Alameda Ste 100 San Jose, CA 95126 |
|
40828xxxx0 |
adm**@a*******.com |
|
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5 |
1 |
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Pace Funding |
100 Cooper Ct, Los Gatos, CA 95032 |
|
80023xxxx1 |
inf*@h***************.com |
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Merrill Lynch Financial Advisor Timothy J Mosley |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
ben*******************@u**.com |
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Frontline Investments Inc. |
2635 Cunningham Ave, San Jose, CA 95148 |
|
40825xxxx0 |
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Investment Diversification |
2211 Moorpark Ave, San Jose, CA 95128 |
|
40828xxxx0 |
|
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KLM Capital Management Inc |
10 Almaden Blvd, San Jose, CA 95113 |
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40897xxxx8 |
alf*****@k*********.com |
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Will Steinberger - Think Different Financial Planning |
1144 St Francis St, Redwood City, CA 94061 |
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65038xxxx3 |
fir**@t***************.com |
5 |
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5 |
14 |
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TD Ameritrade |
423 E Hamilton Ave, Campbell, CA 95008 |
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40891xxxx0 |
aam***********@t***********.com |
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646210 |
192 |
658000 |
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Merrill Lynch Financial Advisor Shayne Fleming |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx9 |
ale*********@m*.com |
5.01 |
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Community Tax Services |
586 N 1st St Ste 222D San Jose, CA 95112 |
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40829xxxx3 |
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4.2 |
21 |
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MB Tax Pal |
Fremont, CA 94538 |
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51043xxxx2 |
mbt*****@g****.com |
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5 |
8 |
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49 |
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Dynamic Wealth Strategies, LLC |
1530 The Alameda #305, San Jose, CA 95126 |
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40891xxxx9 |
baf*****************************@s*****.wixpress |
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30 |
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Pamela Matthews - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx5 |
dns*****@a***.com |
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Dana Financial Corp |
197 E Hamilton Ave, Campbell, CA 95008 |
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40886xxxx9 |
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Ighani, Behrooz, CFP |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx3 |
ale*********@m*.com |
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Sanjiv Gupta, CPA |
39111 Paseo Padre Pkwy Ste 101 Fremont, CA 94538 |
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51082xxxx3 |
inf*@s********.com |
4.6 |
166 |
3.9 |
141 |
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715 |
3 |
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NOW CFO |
101 W Santa Clara St, San Jose, CA 95113 |
|
87788xxxx2 |
aal***@n*****.com |
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4.5 |
20 |
946 |
6 |
1000 |
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Yu, Ingrid |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx4 |
ale*********@m*.com |
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Wade Financial Advisory |
2105 S Bascom Ave Ste 110, Campbell, CA 95008 |
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40836xxxx9 |
ann****@w*****.com |
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8 |
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Mirasol C Neufeld's Tax & Accounting Services |
356 Fairview Way, Milpitas, CA 95035 |
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40894xxxx0 |
inf*@m********.com |
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JKLM Tax Service |
1148 Woodminster Dr, San Jose, CA 95121 |
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40829xxxx8 |
nro****@b*****.com |
5 |
4 |
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CalRima Financial & Insurance Agencey |
1999 S Bascom Ave Suite 700, San Jose, CA 95125 |
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86658xxxx6 |
joh*******@i*************.com |
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SageView Advisory Group |
2060 The Alameda, San Jose, CA 95126 |
|
40834xxxx0 |
acc*******@s***************.com |
5 |
1 |
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150 |
6 |
158 |
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Ricardo Guevarra |
1125 Saratoga Ave, San Jose, CA 95129 |
|
40879xxxx5 |
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Better Tax Service |
510 N 1st St, San Jose, CA 95112 |
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40829xxxx7 |
all**@b********.ca |
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Bestchoice Financial Services Inc |
505 W Olive Ave Ste 305, Sunnyvale, CA 94086 |
|
40846xxxx9 |
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Ongman Ea Eric Cfp |
15814 Winchester Blvd Ste 106, Los Gatos, CA 95030 |
|
40839xxxx4 |
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Rubio, Graciano |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx8 |
ale*********@m*.com |
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Transamerica |
2290 N 1st St, San Jose, CA 95131 |
|
40874xxxx9 |
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Knight Equities |
4699 Old Ironsides Dr, Santa Clara, CA 95054 |
|
40885xxxx0 |
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Edward Jones - Financial Advisor: Tanner M Kohl |
298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086 |
|
40877xxxx5 |
and*******@c*************.ca |
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First Tax Service |
1879 Lundy Ave Ste 128 San Jose, CA 95131 |
|
40849xxxx9 |
ada*******@f**************.com |
4.9 |
34 |
4.3 |
39 |
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American First Financial Corp |
5450 Thornwood Dr Ste P, San Jose, CA 95123 |
|
40821xxxx4 |
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Lucia Capital Group - San Jose |
2033 Gateway Pl #574, San Jose, CA 95110 |
|
80064xxxx0 |
afr******@l*******.com |
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622 |
23 |
691 |
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Edward Jones |
69 Washington St, Santa Clara, CA 95050 |
|
40898xxxx9 |
a.j*********@e**********.com |
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87358 |
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99000 |
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Latinos Multi Serivces |
650 S Winchester Blvd, San Jose, CA 95128 |
|
40832xxxx7 |
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Amex Mortgage and Investments |
720 Montague Expy, Milpitas, CA 95035 |
|
40826xxxx5 |
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Securities America |
705 Starbush Dr, Sunnyvale, CA 94086 |
|
40829xxxx5 |
aad********@s****************.com |
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Savvy Tax and Bookkeeping |
16165 Monterey Rd Ste 207 Morgan Hill, CA 95037 |
|
66928xxxx0 |
sav*******@g****.com |
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4.9 |
31 |
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Dewey Realty & Investments |
2340 Stevens Creek Blvd Ste 4, San Jose, CA 95128 |
|
40897xxxx7 |
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Golden Bay Investments |
2847 S White Rd, San Jose, CA 95148 |
|
40844xxxx2 |
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William David Butzman-Ameriprise Financial Services Inc |
3945 Freedom Cir, Santa Clara, CA 95054 |
|
40833xxxx0 |
dns*****@a***.com |
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Silicon Financial Corp |
922 Saratoga Ave, San Jose, CA 95129 |
|
40824xxxx5 |
cou******@h**********.com |
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J & K Tax & Accounting |
1314 Lincoln Ave San Jose, CA 95125 |
|
40829xxxx6 |
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3.5 |
8 |
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World Group Securities Inc |
4677 Old Ironsides Dr Ste 445, Santa Clara, CA 95054 |
|
40898xxxx8 |
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Boyd Tax Counselors Inc. |
4030 Moorpark Av, San Jose, CA 95117 |
|
66944xxxx7 |
mmu*******@s***************.com |
3 |
2 |
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Tom Cochran-Bancwest Investment Services Wealth Financial Advisor |
3081 Mckee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40839 |
176 |
41000 |
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Courier Financial Consulting & Income Tax |
1770 Hester Ave San Jose, CA 95128 |
|
40829xxxx0 |
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2 |
1 |
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Rosemary A Hernandez Ea |
1940 The Alameda, San Jose, CA 95126 |
|
40855xxxx0 |
acc*****@t***********.com |
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Roundleaf - San Jose |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
40891xxxx3 |
ask@r***********.com |
4.8 |
24 |
4.7 |
121 |
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681 |
28 |
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Top One Investment |
777 N 1st St, San Jose, CA 95112 |
|
40845xxxx5 |
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Cam Neri Cfp |
2880 Lakeside Dr, Santa Clara, CA 95054 |
|
40898xxxx8 |
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Advantage Bookkeeping & Tax Center |
1281 Fifth Ave Belmont, CA 94002 |
|
65059xxxx8 |
joh*@a*****************.com |
|
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5 |
15 |
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Tax Helpers |
2880 Zanker Rd, Ste 203 San Jose, CA 95134 |
|
40860xxxx0 |
acc********@t*********.com |
5 |
4 |
4.8 |
23 |
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Evergreen Wealth Advisory Group, LLC |
101 Metro Dr, San Jose, CA 95110 |
|
86627xxxx1 |
joh*@e***********.com |
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Ian McIntosh - Financial Advisor, Ameriprise Financial Services |
3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054 |
|
40821xxxx5 |
dns*****@a***.com |
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Sequoia Wealth Advisors and Invesment Management, Inc. |
99 Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
5 |
2 |
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249 |
4 |
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Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40821xxxx2 |
ale****************@a***.com |
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Hendershott Wealth Management |
2570 N First St Second Floor San Jose, CA 95131 |
|
87756xxxx8 |
adv*****@h****************.com |
5 |
1 |
4.8 |
20 |
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R&D Investments - UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
ben*******************@u**.com |
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Brad Baron - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx3 |
rbc*********@r**.com |
|
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|
12344 |
|
13714 |
|
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Andy P Bacaylan CFP-Merrill Lynch |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
|
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Crest Investment Group |
61 Serra Way, Milpitas, CA 95035 |
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40879xxxx4 |
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Raymond James |
229 W Main St, Los Gatos, CA 95030 |
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40840xxxx9 |
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Credit Repair |
10381 S De Anza Blvd, Cupertino, CA 95014 |
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40825xxxx4 |
3d@**w.techcu |
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Jay Fernando Financial |
390 Spar Ave Ste 105, San Jose, CA 95117 |
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40824xxxx4 |
ask*******@f***************.com |
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19 |
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Fong, Maureen |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx8 |
ale*********@m*.com |
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Henry Hormozian Financial Service |
1105 Pheasant Hill Way, San Jose, CA 95120 |
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40867xxxx0 |
inf*@h******************.com |
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The Principal Financial Group |
181 Metro Dr Ste 700, San Jose, CA 95110 |
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40843xxxx0 |
a.m**@p********.com |
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68229 |
234 |
70000 |
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The Sherer Group |
455 Los Gatos Blvd, Los Gatos, CA 95032 |
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40840xxxx5 |
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First Tax & Financial |
478 E Santa Clara St, San Jose, CA 95112 |
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40829xxxx5 |
anh*************@f**************.com |
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4 |
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91 |
10 |
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Fast Tax & Financial Planning |
98 S Abel St, Milpitas, CA 95035 |
|
40894xxxx3 |
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Morgan Lev Financial Corp |
4000 Moorpark Ave Ste 118, San Jose, CA 95117 |
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40855xxxx5 |
dat*****************@i****.de |
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Keytax CPA |
2690 S White Rd Ste 30 San Jose, CA 95148 |
|
40858xxxx0 |
adm**@k********.com |
5 |
3 |
4.7 |
73 |
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558 |
9 |
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Wealthstone Asset Management Group of Raymond James |
5448 Thornwood Dr Suite 102, San Jose, CA 95123 |
|
40888xxxx6 |
aar************@r***********.com |
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17479 |
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18000 |
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Tax Goddess Inc |
1475 S Bascom Ave, Campbell, CA 95008 |
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40841xxxx7 |
off***@t**********.com |
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Pb Branham |
1112 Branham Ln, San Jose, CA 95118 |
|
40844xxxx5 |
aad***@p************.com |
4.2 |
494 |
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133751 |
285 |
141000 |
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NGH Insurance & Financial Services, LLC |
1999 S Bascom Ave Ste 700 The Pruneyard Tower Campbell, CA 95008 |
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80073xxxx7 |
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Sales Synergy Consulting |
Serving theSan Jose Area |
|
40821xxxx5 |
col*******@s***********.net |
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Wells Fargo Advisors |
1730 Saratoga Ave, San Jose, CA 95129 |
|
40837xxxx0 |
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Sage Point Financial |
4950 Hamilton Ave, San Jose, CA 95130 |
|
40837xxxx7 |
dom****@a***********.com |
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2986 |
27 |
3500 |
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Sullivan, Peggy, AGT |
5670 Almaden Expy, San Jose, CA 95118 |
|
50244xxxx5 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Edward Jones - Financial Advisor: Sachin Verma |
1165 Lincoln Ave Ste 320, San Jose, CA 95125 |
|
40899xxxx5 |
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Merrill Lynch Wealth Management |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
3d@l****.ml |
5 |
1 |
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Aurum Capital Management |
84 W Santa Clara St, San Jose, CA 95113 |
|
40893xxxx0 |
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Cao, Yang |
5300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40855xxxx7 |
ale*********@m*.com |
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David Castillo Insurance |
2670 S White Rd Ste 271, San Jose, CA 95148 |
|
40823xxxx0 |
aar**********@f******.com |
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Hoffmann Investments Inc |
496 Dorothy Ave, San Jose, CA 95125 |
|
40894xxxx4 |
cuh*******@h****************.com |
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Stephanie Brown |
121 W Washington Ave, Sunnyvale, CA 94086 |
|
40873xxxx9 |
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Financial Rescue |
370 Fairview Way, Milpitas, CA 95035 |
|
51081xxxx3 |
ang*****@f*****************.com |
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32889 |
|
32000 |
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Innobridge Capital Management |
2905 Stender Way, Santa Clara, CA 95054 |
|
40858xxxx5 |
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D Smith Glenn Cfp Cimc Registed Investment Advisor |
987 University Ave, Los Gatos, CA 95032 |
|
40839xxxx2 |
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Thoreson, Jackson |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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Jarrett Brady, Financial Consultant |
1 Almaden Blvd Fl 10 San Jose, CA 95113 |
|
40828xxxx0 |
hos*******@w*********.com |
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David D. Tobkin, CPA |
2397 Forest Ave Ste A, San Jose, CA 95128 |
|
40824xxxx2 |
inf*@s**********************.com |
5 |
2 |
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5 |
1 |
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Integral Financial |
1072 S De Anza Blvd Ste A208, San Jose, CA 95129 |
|
40899xxxx8 |
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American Express |
9 Great Oaks Blvd, San Jose, CA 95119 |
|
40822xxxx8 |
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Morgan Stanley |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40835xxxx8 |
acm***********@m************.com |
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Ameriprise Financial |
30 Union Ave Ste 123, Campbell, CA 95008 |
|
40837xxxx1 |
ame******************@a***.com |
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132688 |
|
134000 |
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Morgan Stanley |
333 W San Carlos St Ste 1100, San Jose, CA 95110 |
|
40828xxxx0 |
187************@m************.com |
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111957 |
3016 |
126794 |
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Ameriprise Financial |
1 S Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
5 |
1 |
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Yip, Jimmy |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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Padgett Business Services |
871 Coleman Ave Ste 201 San Jose, CA 95110 |
|
40821xxxx2 |
abc***@p**********************.com |
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3.7 |
3 |
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Merrill Lynch Financial Advisor Lyle J Smith |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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Laguna Financial Corp |
650 N 1st St, San Jose, CA 95112 |
|
40829xxxx0 |
3d@**w.lagunafinancial |
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Ang Financial Services |
3160 De La Cruz Blvd, Santa Clara, CA 95054 |
|
40885xxxx8 |
dat*****************@i****.de |
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Can, Connie, AGT |
1901 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx3 |
ame******************@a***.com |
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132688 |
|
134000 |
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Computax Services - San Jose |
1340 Tully Rd Ste 314 San Jose, CA 95122 |
|
40828xxxx3 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx9 |
amy*****@a***.com |
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Verbica, Peter C, CFP |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx3 |
ale*********@m*.com |
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Hendershott Wealth Management |
2025 Gateway Pl Ste 405 San Jose, CA 95110 |
|
87756xxxx8 |
adv*****@h****************.com |
|
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4.8 |
21 |
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Fitbux Inc |
4100 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx2 |
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Sumer Tatangelo - Associate Financial Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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70 |
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Morgan / Chapman Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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12824 |
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Wells Fargo Advisors |
6990 Santa Teresa Blvd, San Jose, CA 95119 |
|
40828xxxx0 |
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Morgan Lev Financial Corp |
52 Harold Ave, Santa Clara, CA 95050 |
|
40855xxxx5 |
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Ameriprise Financial Services Inc |
20076 Rodrigues Ave, Cupertino, CA 95014 |
|
40896xxxx0 |
ant*******@a***.com |
|
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|
132688 |
|
134000 |
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Adolfsson, Erica B |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
|
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|
Cherene Wong - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
che*********@a***.com |
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Rfs Investments |
6455 Almaden Expy, San Jose, CA 95120 |
|
40822xxxx3 |
|
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David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
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40891xxxx0 |
dav***********@a***.com |
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Kadalyst Design |
Santa Clara, CA 95050 |
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40864xxxx1 |
ben*****@k*************.com |
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5 |
2 |
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Skyline Financial Corp |
1900 The Alameda, San Jose, CA 95126 |
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40864xxxx8 |
3d@**w.amerifirstfinancial |
4.2 |
5 |
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Ravi Tax Preparation Srvc |
690 W Fremont Ave, Sunnyvale, CA 94087 |
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40873xxxx6 |
inf*@r******.com |
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1 |
2 |
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Nguyen, Long |
377 Santana Row, San Jose, CA 95128 |
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66934xxxx5 |
all*********@a*****.usbank |
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Castaneda, Philip T |
99 Almaden Blvd, San Jose, CA 95113 |
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40894xxxx0 |
phi*************@r**.com |
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Akiras Investments |
1560 Sunnyvale Saratoga Rd, Sunnyvale, CA 94087 |
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40872xxxx7 |
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H&R Block |
870-A Blossom Hill Rd San Jose, CA 95123 |
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40828xxxx9 |
agi***@a*.nv |
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2.1 |
17 |
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Fidelity Investments |
851 E Hamilton Ave Campbell, CA 95008 |
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80054xxxx0 |
a61****@f*******.com |
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2.8 |
29 |
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329245 |
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353000 |
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Shepard Associated Inc |
14127 Capri Dr Ste 5, Los Gatos, CA 95032 |
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40837xxxx0 |
bre***@s**********.com |
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Becker Financial Services |
155 E Campbell Ave, Campbell, CA 95008 |
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40837xxxx0 |
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Alam One Stop Tax and Accounting Services |
3933 Baronet Ct, San Jose, CA 95121 |
|
40820xxxx6 |
ala****@y****.com |
4.7 |
28 |
4.4 |
7 |
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McKay, Michael |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
2.7 |
16 |
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Glass And Associates |
12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070 |
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40825xxxx9 |
adu****@p***************.com |
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5 |
5 |
2084 |
19 |
2000 |
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Premier Tax Advisors |
88 W Tully Rd Ste 106 San Jose, CA 95111 |
|
40821xxxx2 |
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4.8 |
62 |
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Yip, Chy |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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Saigon Insurance Service Center |
1203 Lucretia Ave, San Jose, CA 95122 |
|
40829xxxx0 |
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5 |
2 |
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Young And Associates |
1999 S Bascom Ave Ste 910, Campbell, CA 95008 |
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40862xxxx0 |
aal**********@k*.com |
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200595 |
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268000 |
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Silicon Valley Financial Group |
950 S Bascom Ave Ste 1113, San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
5 |
2 |
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Yu, Joanna, MLO |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40862xxxx2 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Dan Hodgin Tax Consulting |
106 W Campbell Ave, Campbell, CA 95008 |
|
40855xxxx6 |
dan@d********.com |
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4.5 |
17 |
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Sun Financial Group |
1590 Old Oakland Rd #110, San Jose, CA 95131 |
|
40843xxxx8 |
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1 |
1 |
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McKinley Financial Group |
3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065 |
|
65055xxxx0 |
cme***@m**********.com |
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5 |
5 |
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Fidelity Investments |
398 W El Camino Real Ste 102, Sunnyvale, CA 94087 |
|
40872xxxx0 |
a61****@f*******.com |
3.7 |
26 |
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329005 |
|
352000 |
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Kao Wealth Management Inc |
4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129 |
|
40848xxxx0 |
aar********@l**.com |
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20103 |
234 |
21000 |
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Gonzales, Chris |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx7 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Hovav Tax & Accounting |
4675 Stevens Creek Blvd Ste 110 Santa Clara, CA 95051 |
|
40849xxxx0 |
adm**@h*******.com |
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Shaw Financial & Insurance Services |
21060 Homestead Rd, Cupertino, CA 95014 |
|
40873xxxx2 |
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Valerie Nguyen - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40831xxxx1 |
aab****@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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Starr, Brian, MLO |
1395 Foxworthy Ave, San Jose, CA 95118 |
|
40866xxxx7 |
all*********@a*****.usbank |
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Sarah Tan |
50 W San Fernando St, San Jose, CA 95113 |
|
65079xxxx7 |
aar*********@w*********.com |
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H&R Block |
975 The Alameda Ste 50 San Jose, CA 95126 |
|
40899xxxx5 |
agi***@a*.nv |
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2.9 |
17 |
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554625 |
20929 |
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Wales Investment Inc |
2055 Junction Ave Ste 100, San Jose, CA 95131 |
|
40894xxxx6 |
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PremierOne Credit Union |
140 Asbury St San Jose, CA 95110 |
|
85550xxxx8 |
abr****@p***********.org |
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4.3 |
72 |
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The Kruchko Group |
3031 Tisch Way, San Jose, CA 95128 |
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63064xxxx7 |
110*************************************@w*****************.com |
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John J Keegan Income Tax Service |
441 N Central Ave, Campbell, CA 95008 |
|
40837xxxx0 |
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Lincoln, Dahn |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx3 |
ale*********@m*.com |
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Mfsa |
6120 Hellyer Ave, San Jose, CA 95138 |
|
40862xxxx1 |
rsv*@m*********.com |
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Moorhead, Ted |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx3 |
ale*********@m*.com |
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Edward Jones |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40837xxxx4 |
a.j*********@e**********.com |
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87358 |
|
99000 |
5 |
5 |
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Mallory & Associates |
651 La Maison Dr, San Jose, CA 95128 |
|
40824xxxx6 |
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Bateh, Richard, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40847xxxx1 |
aar************@u*****.com |
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345503 |
5380 |
348000 |
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Vanessa DeIngardia - Raymond James |
3031 Tisch Way, San Jose, CA 95128 |
|
40864xxxx6 |
aar************@r***********.com |
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17357 |
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James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC |
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|
40896xxxx9 |
dns*****@a***.com |
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Aldrich Gaudio & Associates |
1042 W Hedding St, San Jose, CA 95126 |
|
40898xxxx9 |
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Citi PWM |
1310 El Paseo de Saratoga, San Jose, CA 95130 |
|
40837xxxx0 |
aak**********@c*******.com |
4.1 |
14 |
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Alvarez Investments |
115 E Reed St, San Jose, CA 95112 |
|
40889xxxx6 |
abi****@m***********.org |
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Pwjohnson Wealth Management |
1153 Bordeaux Dr, Sunnyvale, CA 94089 |
|
40874xxxx2 |
aus*****@p********.com |
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Boucher Lensch Associates |
1250 Oakmead Pkwy, Sunnyvale, CA 94085 |
|
40850xxxx6 |
cha****@b************.com |
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Mariner Wealth Advisors |
99 Almaden Blvd #730, San Jose, CA 95113 |
|
40894xxxx1 |
aar********@m********************.com |
5 |
2 |
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Acela Capital Management |
20380 Town Center Ln Ste 290, Cupertino, CA 95014 |
|
40889xxxx9 |
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Fok, William |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx5 |
ale*********@m*.com |
3.8 |
10 |
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Moussa CPA |
5330 Terner Way Ste 10 San Jose, CA 95136 |
|
40834xxxx2 |
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King Wealth Planning, Inc. |
3190 S Bascom Ave #200, San Jose, CA 95124 |
|
40887xxxx9 |
cha****@k*********.com |
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Khoshabian, Rodney, AGT |
1395 Foxworthy Ave, San Jose, CA 95118 |
|
40851xxxx8 |
all*********@a*****.usbank |
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Mobius Financial Network |
3130 Impala Dr, San Jose, CA 95117 |
|
40887xxxx4 |
cas****************@c******.net |
5 |
6 |
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Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
|
4.9 |
91 |
|
|
774 |
|
835 |
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Genesis Gold Group |
Serving theSan Jose Area |
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83363xxxx7 |
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Excelcia Financial Group Limited |
99 Almaden Blvd Ste 880, San Jose, CA 95113 |
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40826xxxx0 |
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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx8 |
dns*****@a***.com |
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Centaurus Financial Inc |
18809 Cox Ave, Saratoga, CA 95070 |
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40837xxxx6 |
aar*******@c*****************.com |
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4.7 |
30 |
330 |
15 |
340 |
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Silicon Valley Retirement Service |
2570 N 1st St, San Jose, CA 95131 |
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40857xxxx2 |
ebe*@e*******.com |
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Ynchausti And Company, Cpa |
5369 Camden Ave, San Jose, CA 95124 |
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40867xxxx0 |
eey********@g****.com |
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Leeward Financial and Insurance Services Inc. |
111 N Market St Ste 825, San Jose, CA 95113 |
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40898xxxx7 |
joh*******@l***************.com |
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172 |
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Silicon Valley Wealth Management Solutions |
6050 Hellyer Ave, San Jose, CA 95138 |
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40844xxxx0 |
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Yates, William |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx4 |
ale*********@m*.com |
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11 |
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Gary Sargenti - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx0 |
phi*************@r**.com |
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Lincoln Financial Securities |
1042 W Hedding St Ste 241, San Jose, CA 95126 |
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40898xxxx9 |
aar********@l**.com |
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Ajesh Hospitality Investments |
2080 N 1st St, San Jose, CA 95131 |
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40839xxxx1 |
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Edward Jones - Financial Advisor: Paul A Dines |
69 Washington St, Santa Clara, CA 95050 |
|
40882xxxx2 |
and*******@c*************.ca |
5 |
2 |
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Championfinancial |
6951 Grandwood Way, San Jose, CA 95120 |
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40830xxxx7 |
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Lucero, Stephen |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx8 |
abc***@u**.com |
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NF Wealth Management - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx0 |
amb****************@a***.com |
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63 |
4 |
62 |
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Charles Schwab |
30 S 1st St, Campbell, CA 95008 |
|
40834xxxx0 |
fra***********@s*****.com |
2.8 |
16 |
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Michael Louie - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx7 |
aar*******************@p*********.com |
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Legacy Resources Group |
1141 Ringwood Ct, San Jose, CA 95131 |
|
40871xxxx3 |
c18*****************************@s*****.wixpress |
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Effectus Group |
1735 Technology Dr, San Jose, CA 95110 |
|
40860xxxx2 |
aba****@e************.com |
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By the Bay Investments |
360 Kiely Blvd, San Jose, CA 95129 |
|
40824xxxx0 |
abb******@c******.com |
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369919 |
41253 |
13 |
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Wells Fargo Advisors |
303 Almaden Blvd, San Jose, CA 95110 |
|
40829xxxx4 |
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Foundation Trust Mortgage |
1210 S Bascom Ave, San Jose, CA 95128 |
|
40829xxxx0 |
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Silicon Valley Securities, Inc. |
4880 Stevens Creek Blvd., San Jose, CA 95129 |
|
40824xxxx1 |
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Rdw & Associates |
1982 Senter Rd, San Jose, CA 95112 |
|
40821xxxx1 |
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Cla |
60 S Market St, San Jose, CA 95113 |
|
40829xxxx5 |
aar********@c*********.com |
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Carol Hack - Thrivent |
2797 Park Ave Ste 204, Santa Clara, CA 95050 |
|
40824xxxx5 |
ale*************@t*******.com |
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SCORE Mentors Silicon Valley |
4701 Patrick Henry Dr, Santa Clara, CA 95054 |
|
40845xxxx7 |
eng***@s****.org |
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4.8 |
28 |
581 |
164 |
641 |
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Wells Fargo Advisors |
4888 San Felipe Rd, San Jose, CA 95135 |
|
40823xxxx8 |
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Eric Stryker - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
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R.L. Miller Tax Service |
2716 Nicasio Ct San Jose, CA 95127 |
|
40877xxxx1 |
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5 |
2 |
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Paradigm Tax Group |
1 Almaden Blvd Ste 1060, San Jose, CA 95113 |
|
40828xxxx0 |
abo*****@p**********.com |
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4.9 |
71 |
2395 |
132 |
2400 |
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Edward Jones - Financial Advisor: Paul A Dines, CFP® |
2397 Forest Ave A, San Jose, CA 95128 |
|
40898xxxx9 |
a.j*********@e**********.com |
3.7 |
3 |
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87358 |
|
99000 |
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Seiler LLP |
1735 Technology Dr, San Jose, CA 95110 |
|
40876xxxx0 |
aag*****@s*****.com |
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Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
and**********@a***.com |
5 |
1 |
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Wells Fargo Advisors |
1790 S Bascom Ave, Campbell, CA 95008 |
|
40862xxxx0 |
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Robert Cleland & Todd Armer |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx8 |
ant*******@a***.com |
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132680 |
|
134000 |
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Silvia Sadikin |
2099 Gold St, Alviso, CA 95002 |
|
40893xxxx0 |
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Morgan Stanley |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx2 |
acc**********@m************.com |
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Master Minds |
1110 Brace Ave, San Jose, CA 95125 |
|
40899xxxx3 |
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DJM Capital Partners |
60 S Market St Ste 1120, San Jose, CA 95113 |
|
40827xxxx6 |
afu***@d*********.com |
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Behage Larry N. Enrolled Agent |
San Jose, CA 95101 |
|
40842xxxx2 |
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5 |
1 |
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Prestige Business Solutions |
40025 Mission Blvd, Fremont, CA 94539 |
|
51065xxxx1 |
joh*@p*******************.com |
4.6 |
9 |
4.8 |
59 |
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51 |
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53 |
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Merrill Lynch Financial Advisor Salvatore L Saso |
50 W San Fernando St Ste 1600, San Jose, CA 95113 |
|
40828xxxx2 |
ale*********@m*.com |
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David Cooper - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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162 |
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Lpl Financial |
96 Parc Place Dr, Milpitas, CA 95035 |
|
40845xxxx4 |
aar********@l**.com |
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20101 |
233 |
21000 |
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Sst Investments |
2100 Forest Ave, San Jose, CA 95128 |
|
40889xxxx3 |
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Can Connie |
1999 S Bascom Ave Ste 1060, Campbell, CA 95008 |
|
40887xxxx3 |
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College Planning ABC |
3031 Tisch Way, 110 Plaza W, San Jose, CA 95128 |
|
40891xxxx8 |
inf*@c*****************.com |
5 |
21 |
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5 |
14 |
1220 |
36 |
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5 |
14 |
Exertus Financial Partners & Insurance Agency |
200 Serra Way, Milpitas, CA 95035 |
|
40844xxxx2 |
abc@d*****.com |
4.5 |
18 |
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4.8 |
84 |
5333 |
891 |
5200 |
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Suong Phung |
740 Story Rd Ste 6, San Jose, CA 95122 |
|
40853xxxx0 |
a****00@a*******.com |
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Tax Magic |
4100 Monterey Rd Ste 116 San Jose, CA 95111 |
|
84477xxxx2 |
als******@t*******.tax |
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3 |
2 |
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44 |
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49 |
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Sival Advisors |
455 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40835xxxx0 |
aga***@s************.com |
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LPL Financial |
525 W Remington Dr Ste 124, Sunnyvale, CA 94087 |
|
40873xxxx8 |
aar********@l**.com |
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20006 |
208 |
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Graham III, Robert R |
1 Almaden Blvd, San Jose, CA 95113 |
|
40891xxxx5 |
amy*****@a***.com |
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Leal Financial Planning |
900 E Hamilton Ave #100, Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
5 |
4 |
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World Group Securities Inc |
2099 Gold St, Alviso, CA 95002 |
|
40826xxxx8 |
con****************@t***********.com |
4.2 |
44 |
|
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|
82272 |
2051 |
86000 |
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|
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
|
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C D Tax |
1262 E Hamilton Ave, Campbell, CA 95008 |
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40837xxxx0 |
chr**@c******.com |
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Gregory Smith - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40891xxxx3 |
abc*******@u**.com |
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George Bettisworth-Morgan Stanley |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
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40886xxxx0 |
erp******@m**************.com |
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Sarada Majumder, CPA |
14573 Big Basin Way, SARATOGA, CA 95070 |
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40875xxxx2 |
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4.6 |
18 |
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Wayne Cymrot - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx6 |
acm***********@m************.com |
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Ambar Financial Group |
1852 Dry Creek Rd, San Jose, CA 95124 |
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40837xxxx0 |
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Pardo Investment Inc |
1612 Garvey Pl, San Jose, CA 95132 |
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40834xxxx4 |
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Ma, Jingya |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx8 |
ale*********@m*.com |
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9 |
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John Plaza |
835 Blossom Hill Rd, San Jose, CA 95123 |
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40844xxxx0 |
joh*******@s****************.com |
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5 |
1 |
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Transamerica Financial Advisors Inc |
3130 De La Cruz Blvd, Santa Clara, CA 95054 |
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40857xxxx0 |
dns*****@a***.com |
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Bia Financial Services |
560 S Winchester Blvd, San Jose, CA 95128 |
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40891xxxx4 |
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Nexxus Financial Resource Ventures |
87 Dempsey Rd, Milpitas, CA 95035 |
|
40876xxxx1 |
acc*******@n*********.com |
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5 |
10 |
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Nat’s Tax Service |
2670 S White Rd Ste 130 San Jose, CA 95148 |
|
40888xxxx1 |
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4.2 |
20 |
4.9 |
101 |
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Motteler, James |
1919 S Bascom Ave Ste 100, Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
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Tes Asset Management Group |
705 Tully Rd, San Jose, CA 95111 |
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40829xxxx2 |
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Lun Mai - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx6 |
cla*************@a***.com |
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Mayer Moll & Associates |
4010 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx0 |
jma***@m************.com |
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Monica Baily CPA |
5450 Thornwood Dr, San Jose, CA 95123 |
|
40830xxxx3 |
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Negandhi Corp |
2727 Walsh Ave, Santa Clara, CA 95051 |
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40858xxxx6 |
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Khoa D Bui - Immigration Law Offices |
1999 S Bascom Ave Ste 700 Campbell, CA 95008 |
|
40856xxxx7 |
kdb******@m**************.com |
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4.8 |
16 |
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Centaurus Financial Inc |
18809 Cox Ave Ste 150, Saratoga, CA 95070 |
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40837xxxx6 |
aar*******@c*****************.com |
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Belinda Trense Tax Service |
1290 Lawrence Station Rd, Sunnyvale, CA 94089 |
|
40863xxxx9 |
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4.9 |
44 |
4.9 |
90 |
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Woodbury Financial |
1091 Firth Ct, Sunnyvale, CA 94087 |
|
40824xxxx0 |
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BPM |
10 Almaden Blvd Ste 1000 San Jose, CA 95113 |
|
40896xxxx0 |
aa@b*****.com |
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3 |
1 |
4.6 |
35 |
888 |
92 |
945 |
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Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
ama*********@a***.com |
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201 |
2 |
202 |
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A Life Well Spent |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx7 |
joh*@a*************.net |
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Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
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Transamerica Financial |
2290 N 1st St, San Jose, CA 95131 |
|
40874xxxx9 |
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Curran & Associates CPA |
1314 Lincoln Ave Ste 2F San Jose, CA 95125 |
|
40822xxxx0 |
cha****@c******************.com |
4.5 |
8 |
4.5 |
17 |
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Merrill Lynch Financial Advisor Adela Lee |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
aar**********@s*****.com |
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Edelman Financial Services |
2350 Mission College Blvd, Santa Clara, CA 95054 |
|
40856xxxx4 |
aar**@e***************.com |
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18503 |
19 |
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Tatangelo, Sumer |
591 W Hamilton Ave, Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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38 |
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70 |
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Heckman Financial & Insurance Services Inc |
333 W Santa Clara St Ste 604, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
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100 |
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Robert Adams - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx7 |
arn**********@a***.com |
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93 |
|
97 |
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Consigliare Management Company |
1960 The Alameda Ste 150, San Jose, CA 95126 |
|
40826xxxx0 |
cdi******@m*******.com |
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Wang, Daxin K |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx7 |
ale*********@m*.com |
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Allan King - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx6 |
aar*******************@p*********.com |
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Tone Tran-Private Client Advisor |
50 W Fernando St, San Jose, CA 95113 |
|
40830xxxx9 |
aab****@b************.com |
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Fan Asset Management |
2700 Augustine Dr, Santa Clara, CA 95054 |
|
40874xxxx2 |
ste********@f*******.com |
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Gerdts Investment Group of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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17178 |
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Cathleen Petersen Financial |
14583 Big Basin Way, Saratoga, CA 95070 |
|
40874xxxx2 |
adm**@c***************.com |
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Delgado & Associates |
675 N 1st St, San Jose, CA 95112 |
|
40828xxxx0 |
inf*@t******.net |
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51 |
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Rong Fu, CPA |
1698 S Wolfe Rd Ste 116 Sunnyvale, CA 94087 |
|
40873xxxx0 |
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2.3 |
19 |
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Saso, Julie |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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Bui, Kelly, LO |
1901 S Bascom Ave, Campbell, CA 95008 |
|
40820xxxx9 |
aar********@r***.com |
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5085 |
76000 |
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PMM Co |
467 Saratoga Ave # 609, San Jose, CA 95129 |
|
40835xxxx7 |
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Wellspring Consulting Group |
2635 N 1st St, San Jose, CA 95134 |
|
40894xxxx2 |
a.a*******@w*******************.net |
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GTHZ Capital Management |
4500 Great America Pkwy, Santa Clara, CA 95054 |
|
65057xxxx8 |
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Robert W Cleland - Financial Advisor, Ameriprise Financial Services |
1999 S Bascom Ave Ste 700, Campbell, CA 95008 |
|
40887xxxx2 |
dns*****@a***.com |
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Bellatore Financial Inc |
1550 The Alameda Ste 209, San Jose, CA 95126 |
|
40861xxxx7 |
bro**@b********.com |
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Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC |
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|
18887xxxxx0 |
dns*****@a***.com |
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Eric J Olson & Associates |
1982 Senter Rd, San Jose, CA 95112 |
|
40821xxxx1 |
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Ibarra, Christopher |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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Raegen, Parker and Associates - Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
|
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200 |
4 |
202 |
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Honu Wealth Management |
1307 S Mary Ave, Sunnyvale, CA 94087 |
|
40821xxxx0 |
g.w*******@h*********.com |
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Financial Planning Consultants |
333 W Santa Clara St, San Jose, CA 95113 |
|
40828xxxx1 |
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|
Ambar Financial Group |
2542 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx0 |
ale*@k***********.com |
|
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|
5 |
18 |
|
|
77 |
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|
Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx7 |
ale*********@m*.com |
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Oak Creek Investment |
12175 Saratoga Sunnyvale Rd, Saratoga, CA 95070 |
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40825xxxx0 |
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Merrill Lynch Financial Advisor William M Lloyd |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx6 |
ale*********@m*.com |
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Rajasansi, Sujan, AGT |
2875 The Villages Pkwy, San Jose, CA 95135 |
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40827xxxx0 |
all*********@a*****.usbank |
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Santos Ruano |
1035 Minnesota Ave UNIT H, San Jose, CA 95125 |
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65079xxxx1 |
dns******@a*******.com |
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Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx7 |
ale*********@m*.com |
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Wade Financial Advisory |
3274, 2105 S Bascom Ave #110, Campbell, CA 95008 |
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40836xxxx9 |
adm**@w*****.com |
5 |
1 |
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4 |
13 |
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Atlan Financial |
1648 Alum Rock Ave Ste A, San Jose, CA 95116 |
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40892xxxx6 |
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Bay Area Tax, Inc. |
70 W Hamilton Ave Suite B., Campbell, CA 95008 |
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40837xxxx0 |
bay*******@y****.com |
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First Citizens 1031 |
2088 Gateway Pl, San Jose, CA 95110 |
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41569xxxx6 |
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Moa Financial Group Inc |
1475 S Bascom Ave Ste 100, Campbell, CA 95008 |
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40837xxxx0 |
col*****@m***********.com |
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Brian T Franklin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx3 |
acm***********@m************.com |
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HHE Investment Inc |
4010 Moorpark Ave, San Jose, CA 95117 |
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40826xxxx7 |
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California Investments |
1370 E Santa Clara St, San Jose, CA 95116 |
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40899xxxx2 |
bon********@r**********.com |
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United Financial Associates LLC |
1798 Technology Dr STE 178, San Jose, CA 95131 |
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40859xxxx8 |
adm**@t*************.com |
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Susantio, Eric, AGT |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx6 |
abc*******@u**.com |
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Valmiki Capital Management LP |
10164 Vista Dr, Cupertino, CA 95014 |
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40827xxxx7 |
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Ambar Financial Grp |
901 Campisi Way Ste 200, Campbell, CA 95008 |
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40837xxxx0 |
sup****@w**********.com |
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Dawson James Securities Inc |
5201 Great America Pkwy Ste 320, Santa Clara, CA 95054 |
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40852xxxx2 |
aco*****@d**********.com |
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H&R Block |
1611 E Capitol Expy San Jose, CA 95121 |
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40827xxxx3 |
aab***@h******.com |
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3.1 |
10 |
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Sequoia Financial Group Inc |
987 University Ave Ste 8, Los Gatos, CA 95032 |
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40839xxxx2 |
aba***@s****************.com |
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Foothill Securities |
5448 Thornwood Dr, San Jose, CA 95123 |
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40836xxxx6 |
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AEZ Investment Inc |
4030 Moorpark Ave Ste 114, San Jose, CA 95117 |
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40826xxxx7 |
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5 |
88 |
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Carol Hack-Thrivent |
2797 Park Ave, Santa Clara, CA 95050 |
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40824xxxx5 |
bet*********@t*******.com |
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RICHSMITH AUDITING CONSULTANCY |
3700 Casa Verde St, San Jose, CA 95134 |
|
38633xxxx4 |
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CoinEx Global Exchange |
97 S 2nd St, San Jose, CA 95113 |
|
65079xxxx8 |
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Raymond James Financial |
181 E Tasman Dr, San Jose, CA 95134 |
|
40886xxxx2 |
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Hedge Trackers |
20725 Valley Green Dr Ste 100, Cupertino, CA 95014 |
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40886xxxx1 |
aen***@h************.com |
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Dollar Financial Services |
1680 Civic Center Dr, Santa Clara, CA 95050 |
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40824xxxx0 |
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Moore, Jamye A |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40861xxxx6 |
ban**********@e****.bankofamerica |
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11 |
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Foothill Financial Services |
1229 S Mary Ave, Sunnyvale, CA 94087 |
|
40873xxxx0 |
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Jeanrenaud Henri |
15 Montebello Way, Los Gatos, CA 95030 |
|
40839xxxx0 |
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Frederick Accountancy |
900 Lafayette St, Santa Clara, CA 95050 |
|
66925xxxx0 |
aud**@f******.com |
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4.4 |
7 |
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PP&Co |
333 W Santa Clara St San Jose, CA 95113 |
|
40828xxxx1 |
aba***@p******.com |
4.2 |
15 |
1 |
1 |
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Waddell & Reed, Cupertino |
19620 Stevens Creek Blvd Ste 270, Cupertino, CA 95014 |
|
40861xxxx3 |
6d3*************************************@w*****************.com |
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Slade & Associates |
3550 Stevens Creek Blvd Ste 330 San Jose, CA 95117 |
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40823xxxx4 |
lbr***@m******.com |
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2.6 |
8 |
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Haq, Mark |
50 W San Fernando St, San Jose, CA 95113 |
|
40891xxxx0 |
alb************@u**.com |
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Freedom Equity Group |
835 Blossom Hill Rd Ste 221, San Jose, CA 95123 |
|
40896xxxx2 |
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LCD New Markets Fund Xix |
111 W Saint John St, San Jose, CA 95113 |
|
40829xxxx4 |
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RB Wealth Management Inc. |
464 S Sunnyvale Ave, Sunnyvale, CA 94086 |
|
40873xxxx0 |
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Area Financial Service |
82 N Main St, Milpitas, CA 95035 |
|
40894xxxx6 |
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2 |
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MJ Partners |
2880 Zanker Rd Ste 203 San Jose, CA 95134 |
|
40885xxxx8 |
dan*@m*******************.com |
4.6 |
26 |
4.3 |
12 |
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Nostalgia Hunters Inc |
1955 Bird Ave, San Jose, CA 95125 |
|
40844xxxx5 |
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Merrill Lynch Financial Advisor Steven C Nieto |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx1 |
ale*********@m*.com |
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H&R Block |
1892 Curtner Ave San Jose, CA 95124 |
|
40837xxxx4 |
agi***@a*.nv |
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3.8 |
23 |
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Sensiba |
101 Metro Dr Ste 160 San Jose, CA 95110 |
|
40828xxxx0 |
aar**@s*****.com |
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461 |
51 |
475 |
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Norris Fiduciary Services |
Scotts Valley, CA 95066 |
|
40829xxxx0 |
nan**@n**************.net |
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5 |
1 |
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Croxall Capital Planning |
15 Montebello Way, Los Gatos, CA 95030 |
|
40835xxxx0 |
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Kamran Pazdel - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx1 |
acm***********@m************.com |
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Merrill Lynch Financial Advisor Michael B Lee |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ali*************@m*.com |
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Voila Investment Corporation |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx8 |
dav**@e***********.com |
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2 |
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3 |
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The 225 Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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H&R Block |
2232 Alum Rock Ave San Jose, CA 95116 |
|
40825xxxx7 |
agi***@a*.nv |
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3 |
4 |
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554625 |
20929 |
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Khushvinder P. Singh CA Insurance Lic. # 0C09920 |
1731 Technology Dr Ste 400, San Jose, CA 95110 |
|
40845xxxx5 |
ksi***@f*.newyorklife |
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5 |
12 |
784 |
11 |
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Landmark Wealth Management Group- San Jose |
2021 The Alameda STE 390, San Jose, CA 95126 |
|
40898xxxx7 |
amy****@l*************.net |
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375 |
7 |
590 |
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Wells Fargo Advisors |
1202 E Arques Ave, Sunnyvale, CA 94085 |
|
40873xxxx4 |
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Cycle of Wealth |
1608 Hope Dr Apt 225, Santa Clara, CA 95054 |
|
40859xxxx6 |
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Sun America Financial |
1590 Oakland Rd Ste B110, San Jose, CA 95131 |
|
40843xxxx8 |
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Ahmad Morrar - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx1 |
aar*******************@p*********.com |
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By the Bay Investments |
360 Kiely Blvd Ste 270, San Jose, CA 95129 |
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40824xxxx0 |
aar**@c******.com |
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373482 |
33978 |
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Nieto, Steven |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx1 |
ale*********@m*.com |
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Bacon Financial Management Company |
Po Box 510, Cupertino, CA 95015 |
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40825xxxx2 |
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Robert W Stern - Financial Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
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40866xxxx3 |
dns*****@a***.com |
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U.S. Bancorp Investments - Financial Advisors: Adam Perez |
1399 Foxworthy Ave, San Jose, CA 95118 |
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40897xxxx8 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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Laddi Jhuty, CFP |
5201 Great America Pkwy Ste 350 Santa Clara, CA 95054 |
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51081xxxx4 |
inf*@n********.com |
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4.2 |
20 |
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Arturo J Juarez & Associates |
950 South Bascom Ave Ste 1113 San Jose, CA 95128 |
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40831xxxx6 |
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5 |
2 |
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Ross Huffman |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40896xxxx3 |
aar*********@w*********.com |
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Securities America |
1262 E Hamilton Ave, Campbell, CA 95008 |
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40837xxxx1 |
aad********@s****************.com |
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World Financial Group Santa Clara Office |
1212 El Camino Real Ste 203, Santa Clara, CA 95050 |
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40891xxxx0 |
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Summit Point Financial group |
16 Corning Ave, Milpitas, CA 95035 |
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40864xxxx7 |
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Darren Poots - UBS Financial Services Inc. |
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40891xxxx0 |
ben*******************@u**.com |
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Steven Isaacson - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx2 |
dns*****@a***.com |
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Matrix Insurance Agency |
4655 Old Ironsides Dr, Santa Clara, CA 95054 |
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40898xxxx6 |
cha**@m*******.com |
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Los Gatos Dj Co |
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Hanmi Bank |
2765 El Camino Real, Santa Clara, CA 95051 |
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40826xxxx0 |
aar******@h****.com |
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Davalos Financial Advisors of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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Frontera Financial Services |
887 E El Camino Real, Sunnyvale, CA 94087 |
|
40873xxxx6 |
joh*@f******************.com |
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Fidelity Investments |
851 E Hamilton Ave Ste 100, Campbell, CA 95008 |
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40837xxxx1 |
a61****@f*******.com |
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329003 |
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352000 |
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Alegrity Group |
286 E Hamilton Ave Ste A Campbell, CA 95008 |
|
88837xxxx3 |
bri**@a************.com |
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4.5 |
61 |
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American Brokerage Network |
19979 Stevens Creek Blvd, Cupertino, CA 95014 |
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40821xxxx8 |
ann*****@a******.com |
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Sonia T Avila |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40888xxxx9 |
aar*********@w*********.com |
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165 |
218 |
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Finance Service Group |
2362 Homestead Rd Apt 9, Santa Clara, CA 95050 |
|
40879xxxx6 |
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SV San Jose Group - Morgan Stanley |
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acm***********@m************.com |
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Bhatia & Co |
4677 Old Ironsides Dr Ste 170 Santa Clara, CA 95054 |
|
40884xxxx1 |
ban**@b*******.com |
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3.3 |
6 |
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C F P Incorporated |
1229 S Mary Ave, Sunnyvale, CA 94087 |
|
40873xxxx0 |
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Flournoy Wealth Management |
1165 Lincoln Ave, San Jose, CA 95125 |
|
40827xxxx0 |
pam*********@l**.com |
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189 |
5 |
191 |
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Stifel |
550 S Winchester Blvd #500, San Jose, CA 95128 |
|
40898xxxx1 |
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4777 |
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5200 |
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Impact Financial Group |
880 E Campbell Ave, Campbell, CA 95008 |
|
40837xxxx0 |
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Bythe Bay Investments |
360 Kiely Blvd, Santa Clara, CA 95051 |
|
40824xxxx0 |
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Trans America FNCL Advisors |
1035 Minnesota Ave, San Jose, CA 95125 |
|
40821xxxx1 |
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Specific Advisors |
1740 Technology Dr Ste 550, San Jose, CA 95110 |
|
40839xxxx5 |
aba**@p**************.com |
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239 |
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282 |
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Emilio de Sousa - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
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Vu Quach |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40867xxxx7 |
aar*********@w*********.com |
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Wells Fargo Advisors |
65 N Winchester Blvd, Santa Clara, CA 95050 |
|
40823xxxx0 |
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J P D Financial Consultants Inc |
275 Saratoga Ave Ste 200, Santa Clara, CA 95050 |
|
40834xxxx0 |
ali***@j***********.com |
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McKenna Financial Consulting |
580 Mill Pond Dr, San Jose, CA 95125 |
|
40827xxxx2 |
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Gonzalez, Hector, CFP |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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Excel Financial |
1302 Lincoln Ave, San Jose, CA 95125 |
|
40856xxxx7 |
adm**@e*******.com |
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5 |
1 |
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Schiff Daniel M |
950 S Bascom Ave, San Jose, CA 95128 |
|
40827xxxx0 |
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Alexander Florea |
1125 Saratoga Ave, San Jose, CA 95129 |
|
40835xxxx5 |
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SS Tax & Financial Services |
866 Race St, San Jose, CA 95126 |
|
40898xxxx8 |
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5 |
2 |
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Financial Insights & Strategies |
Cupertino, CA 95014 |
|
40871xxxx9 |
san*********************@g****.com |
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5 |
13 |
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Cefalu Nino J & Co Inc |
1307 S Mary Ave Ste 105, Sunnyvale, CA 94087 |
|
40873xxxx0 |
all**@n*********.com |
5 |
2 |
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Legacy Wealth Advisors, LLC |
2001 Gateway Pl Ste 600W, San Jose, CA 95110 |
|
40845xxxx0 |
inf*@l*****.com |
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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC |
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40896xxxx8 |
dns*****@a***.com |
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Weitz, Eric |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
ale*********@m*.com |
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Eddy Chan: Allstate Insurance |
525 W Remington Dr, Sunnyvale, CA 94087 |
|
40873xxxx0 |
a****00@a*******.com |
5 |
39 |
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Seongwoo Kim |
2383 Pruneridge Ave Ste 5, Santa Clara, CA 95050 |
|
40855xxxx5 |
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The Guimarin Shephard Tan Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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James Park - Branch Manager, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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Pantheon Wealth Planning |
1754 Technology Dr Ste 208, San Jose, CA 95110 |
|
40840xxxx2 |
fan**@p*********.com |
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90 |
|
89 |
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Lina’s Tax Team |
69 E Hamilton Ave, Campbell, CA 95008 |
|
40886xxxx0 |
ela***@f*********.com |
4.4 |
7 |
4.6 |
100 |
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35 |
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41 |
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JK & P Associates |
1250 Aviation Ave, San Jose, CA 95110 |
|
40888xxxx0 |
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Pau & Tran Wealth Management |
21070 Homestead Rd, Cupertino, CA 95014 |
|
40863xxxx0 |
aar********@l**.com |
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20102 |
232 |
21000 |
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Foresight Risk Insurance Ser |
260 S Sunnyvale Ave, Sunnyvale, CA 94086 |
|
40824xxxx0 |
tga*@o********.com |
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Ernst & Young LLP |
303 Almaden Blvd Ste 1000, San Jose, CA 95110 |
|
40894xxxx0 |
abd**********@e*.com |
|
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|
553863 |
|
569000 |
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Edward Jones |
298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086 |
|
40873xxxx2 |
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Wells Fargo Advisors |
303 Almaden Blvd Ste 1100, San Jose, CA 95110 |
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40829xxxx4 |
a-w***************@w*****************.com |
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Fred Livai Financial Consulting |
25125 Santa Clara St Ste E330 Hayward, CA 94544 |
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51088xxxx3 |
c87*************************************************************@g****.calendar |
5 |
48 |
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Kappa 6 Invesments |
2255 S Bascom Ave, Campbell, CA 95008 |
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40896xxxx7 |
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Bell, Brandon |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx7 |
ale*********@m*.com |
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Howard, Matthew |
560 S Winchester Blvd, San Jose, CA 95128 |
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40861xxxx5 |
ban**********@e****.bankofamerica |
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Santikul, Clifton |
99 Almaden Blvd, San Jose, CA 95113 |
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40894xxxx5 |
wms**********@r**.com |
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14774 |
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16000 |
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L & B Tax Services |
2660 John Montgomery Dr, San Jose, CA 95148 |
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40892xxxx5 |
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Challenger Financial Services |
5450 Thornwood Dr, San Jose, CA 95123 |
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40862xxxx3 |
abe***************@c***************.com |
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7378 |
1570 |
7600 |
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Gunn Financial |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40897xxxx2 |
a.j*********@e**********.com |
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Enterprise Trust & Investment |
15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032 |
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40835xxxx1 |
ent*******@e***************.com |
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Ohana Tax Services |
Fremont, CA 94538 |
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51057xxxx0 |
adm**@o***************.com |
3.4 |
5 |
4.9 |
85 |
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Raymond James Financial |
19960 Stevens Creek Blvd, Cupertino, CA 95014 |
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40886xxxx6 |
aar**********@f***********.com |
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Transitions Wealth Advisors |
1100 Lincoln Ave Ste 240, San Jose, CA 95125 |
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40835xxxx2 |
joh*@t************************.com |
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Teknowledgies |
1030 E El Camino Real, Sunnyvale, CA 94087 |
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40869xxxx4 |
inf*@t************.com |
2.8 |
127 |
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Morgan Stanley Wealth Management |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
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40835xxxx0 |
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Invantest Inc |
2860 Zanker Rd Ste 101, San Jose, CA 95134 |
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40845xxxx0 |
chi**********@i********.com |
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Fluent Wealth Partners |
10 Almaden Blvd, San Jose, CA 95113 |
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40821xxxx0 |
aru***@w********.com |
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Kruse and Associates |
1680 The Alameda Ste 201, San Jose, CA 95126 |
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40826xxxx7 |
inf*@k*********.com |
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5 |
9 |
841 |
8 |
835 |
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One Stop Financial Services |
20045 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40887xxxx1 |
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King Paul |
2105 S Bascom Ave Ste 148, Campbell, CA 95008 |
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40887xxxx9 |
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Bruce, Graham |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.com |
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FP Tax Services Corp |
2377 Senter Rd Ste D, San Jose, CA 95112 |
|
40896xxxx0 |
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Aegean Tax Solutions, CPA |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
40856xxxx1 |
abe@a*****************.com |
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4.4 |
74 |
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Oportun |
1070 S White Rd, San Jose, CA 95127 |
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51021xxxx5 |
a-l@o******.com |
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Grant, Aaron |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx7 |
agr****@m*.com |
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Family Wealth Consulting Group |
1740 Technology Dr Ste 260, San Jose, CA 95110 |
|
40845xxxx0 |
a@f***.net |
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Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Proact Financial Group Jinn J Chao CPA |
4020 Moorpark Ave Ste 109, San Jose, CA 95117 |
|
40824xxxx6 |
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Paramount Tax & Accounting, CPAs - Silicon Valley Central |
2103 Lincoln Ave, San Jose, CA 95125 |
|
40867xxxx5 |
aje*******@p********.tax |
4.8 |
72 |
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Gregory Smith - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx3 |
ben*******************@u**.com |
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Song, Chuzhe |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
ale*********@m*.com |
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11 |
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Henry Frazier III, Financial Advisor - Eagle Strategies |
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40845xxxx1 |
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Michael Glantz - Thrivent |
2021 The Alameda Ste 140, San Jose, CA 95126 |
|
40821xxxx4 |
ada******@t*******.com |
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116 |
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Securities America Inc |
1625 The Alameda, San Jose, CA 95126 |
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40872xxxx6 |
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Smart Tax |
4020 Moorpark Ave Ste 208 San Jose, CA 95117 |
|
40871xxxx2 |
san******@s******************.com |
3.7 |
3 |
3.4 |
5 |
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Securities America Inc |
1262 E Hamilton Ave, Campbell, CA 95008 |
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40837xxxx1 |
aad********@s****************.com |
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DOD Funding |
5533 Snell Ave, San Jose, CA 95123 |
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40844xxxx5 |
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Century Oak Financial Group |
7500 Deveron Ct, San Jose, CA 95135 |
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40826xxxx9 |
ru**@c*********.com |
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Global Tax Advisers |
940 Saratoga Ave Ste 220 San Jose, CA 95129 |
|
40866xxxx7 |
inf*@g****************.com |
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3.8 |
5 |
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Aries Financial Services |
888 N 1st St Ste 313, San Jose, CA 95112 |
|
40829xxxx5 |
aap*****@p********.com |
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146620 |
4000 |
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Edward Jones - Financial Advisor: Yuriy Lavor |
3031 Tisch Way Suite 50, San Jose, CA 95128 |
|
40855xxxx3 |
a.j*********@e**********.com |
5.01 |
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Securities America Inc |
101 Metro Dr, San Jose, CA 95110 |
|
40845xxxx0 |
aad********@s****************.com |
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Fractions - Tax Services and Bookkeeping Services |
2033 Gateway Pl Fl 5, Ste 541 San Jose, CA 95110 |
|
40861xxxx1 |
rub*@f***************.com |
5 |
24 |
5 |
39 |
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Picone, Brandon |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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Robert Half Management Resources |
10 Almaden Blvd Ste 900, San Jose, CA 95113 |
|
40827xxxx1 |
aar****@r*********.com |
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Wells Fargo Advisors |
1250 Lincoln Ave, San Jose, CA 95125 |
|
40827xxxx2 |
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College Financial Consultants |
15559 Union Ave Ste 198 Los Gatos, CA 95032 |
|
40839xxxx0 |
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Kris Sorensen - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
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Mark Haq - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40891xxxx0 |
abc***@u**.com |
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The Mendoza Group |
750 University Ave, Los Gatos, CA 95032 |
|
66949xxxx1 |
abc****@r*****.com |
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Nino J Cefalu & Co Inc |
1307 S Mary Ave Ste 105, Sunnyvale, CA 94087 |
|
40873xxxx0 |
all**@n*********.com |
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Chi Kim - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
and**********@a***.com |
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Troy Okumura - Financial Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
4.3 |
3 |
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U.S. Bancorp Investments - Financial Advisors: Annie Mai |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40822xxxx1 |
aar************@u*****.com |
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341231 |
3973 |
343791 |
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Freedom Financial Management Inc |
2670 S White Rd Ste 237, San Jose, CA 95148 |
|
40852xxxx0 |
aal******@f**********************.com |
4.8 |
60 |
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Kashmir Tax & Business Services |
248 S Hillview Dr, Milpitas, CA 95035 |
|
40827xxxx6 |
|
4.4 |
31 |
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Royal Alliance-DPC Fin Plning |
Serving theSan Jose Area |
|
40826xxxx6 |
joh*@y*****************.com |
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Pruneyard Financial Group |
51 East Campbell Ave Ste 140 Campbell, CA 95008 |
|
40837xxxx4 |
hel**@r**********.com |
|
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5 |
4 |
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Leal Financial Planning |
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40867xxxx4 |
and**@l*****.com |
5 |
3 |
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Fidelity Investments |
398 W El Camino Real Sunnyvale, CA 94087 |
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40873xxxx0 |
a61****@f*******.com |
3.7 |
26 |
2.6 |
32 |
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319987 |
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CD Tax & Bookkeeping Service |
1262 E Hamilton Ave Ste B Campbell, CA 95008 |
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40837xxxx0 |
chr**@c******.com |
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3.9 |
7 |
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Blue Water Credit |
111 N Market St Ste 374 San Jose, CA 95113 |
|
40876xxxx6 |
apr**@b**************.com |
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4.6 |
7 |
5 |
12 |
334 |
27 |
356 |
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Plenaris Advisory |
950 S Bascom Ave San Jose, CA 95128 |
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40829xxxx8 |
ple*************@g****.com |
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Webb Investment Network |
51 University Ave, Los Gatos, CA 95030 |
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40882xxxx6 |
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Klink, Judy |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx8 |
ale*********@m*.com |
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Transamerica |
15681 Poppy Ln, Monte Sereno, CA 95030 |
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40839xxxx3 |
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Nes Financial |
50 W San Fernando St Ste 300, San Jose, CA 95113 |
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80033xxxx1 |
aam****@j*******.com |
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Cheng David Financial Services |
1475 S Bascom Ave, Campbell, CA 95008 |
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40836xxxx8 |
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Armstrong Retirement Planning |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40825xxxx7 |
bob@a****************.com |
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Hovav Tax |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
|
40832xxxx4 |
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Baycal Financial Corp |
1982 Zanker Rd, San Jose, CA 95112 |
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40845xxxx8 |
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Houghton Financial Corp |
3150 Almaden Expy, San Jose, CA 95118 |
|
40897xxxx0 |
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Bill Oakes EA,CFP(r) |
1314 Addiewell Pl, San Jose, CA 95120 |
|
40892xxxx1 |
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Daugavietis, Matthew, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx4 |
ame******************@a***.com |
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132688 |
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134000 |
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Pfn Investments |
4020 Moorpark Ave Ste 216, San Jose, CA 95117 |
|
40867xxxx0 |
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Josh Bryan Payne: Primerica - Financial Services |
3031 Tisch Way, San Jose, CA 95128 |
|
40829xxxx2 |
ali*************@p********.com |
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149420 |
3772 |
161000 |
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Elan, Asaph |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
3.8 |
10 |
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Fulton, Mitchell |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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RBC Dain Rauscher Corp |
99 Almaden Blvd, San Jose, CA 95113 |
|
61237xxxx1 |
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5 |
2 |
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Kln Financial Group |
5150 Graves Ave Ste 8A, San Jose, CA 95129 |
|
40886xxxx1 |
ken*@k****.com |
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Susantio, Eric |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx6 |
abc***@u**.com |
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Bonnie Li Accounting & Tax Service |
800 West El Camino Real Ste 180 Mountain View, CA 94040 |
|
40896xxxx0 |
b.l*@b********.com |
|
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4.8 |
38 |
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19 |
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Brian Lombardo, CFP, CPA |
2570 N 1st St, San Jose, CA 95131 |
|
40872xxxx0 |
adm*****@g*************.com |
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Jung, Peter |
1700 Winchester Blvd, Campbell, CA 95008 |
|
40855xxxx3 |
dns*****@a***.com |
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S M Capital Investment |
5305 Gerine Blossom Dr, San Jose, CA 95123 |
|
40825xxxx9 |
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Bailey Monica CPA |
5450 Thornwood Dr Ste O, San Jose, CA 95123 |
|
40822xxxx1 |
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Nack Duane |
1999 S Bascom Ave Ste 470, Campbell, CA 95008 |
|
83180xxxx2 |
dns*****@a***.com |
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MMM Investments Unlimited |
1045 N 7th St, San Jose, CA 95112 |
|
40828xxxx8 |
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Jerome A Bellotti & Associates |
985 University Ave, Los Gatos, CA 95032 |
|
40887xxxx5 |
bis***@j********.com |
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George Wu - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx2 |
aar*******************@p*********.com |
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Stephens Michael CLUCFP |
19040 Cox Ave, Saratoga, CA 95070 |
|
40825xxxx4 |
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Computax Services - Santa Clara |
1765 Scott Blvd Ste 123 Santa Clara, CA 95050 |
|
40832xxxx6 |
|
4.1 |
13 |
4.6 |
33 |
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Brandon Hymes |
6116 Camino Verde Dr Ste 9, San Jose, CA 95119 |
|
40828xxxx0 |
a****00@a*******.com |
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Best Financial & Management Co |
1601 S De Anza Blvd, Cupertino, CA 95014 |
|
40836xxxx8 |
joh*@s***********.com |
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Beacon Pointe Advisors |
900 E Hamilton Ave Ste 120, Campbell, CA 95008 |
|
40826xxxx0 |
aba*****@b***********.com |
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C & C Funding Assoc |
2264 Faircrest Dr, San Jose, CA 95124 |
|
40836xxxx0 |
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Towne Advisory Services |
1165 Lincoln Ave Unit 8730, San Jose, CA 95155 |
|
40880xxxx9 |
bto***@t************.com |
5 |
1 |
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Sun Wealth Advisor |
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40896xxxx2 |
del***@s***************.com |
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Lehrer Management Co Inc |
20400 Stevens Creek Blvd Ste 230, Cupertino, CA 95014 |
|
40899xxxx9 |
adi**@c******.com |
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812 |
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Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ |
2280 Lincoln Ave Suite 100, San Jose, CA 95125 |
|
40844xxxx6 |
a.j*********@e**********.com |
|
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87358 |
|
99000 |
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Up Capital Management |
1190 Saratoga Ave, San Jose, CA 95129 |
|
40821xxxx4 |
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Financial Advisors U.S. Bancorp Investments |
1998 S Bascom Ave, Campbell, CA 95008 |
|
40855xxxx5 |
aar************@u*****.com |
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345471 |
5393 |
348000 |
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Exertus Financial Partners |
200 Serra Way, Milpitas, CA 95035 |
|
40844xxxx2 |
abc@d*****.com |
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Lang, Kevin, AGT |
1700 Winchester Blvd, Campbell, CA 95008 |
|
40855xxxx5 |
ame******************@a***.com |
|
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132688 |
|
134000 |
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Business and Consumer Capital Advisors |
99 Almaden Blvd Ste 600, San Jose, CA 95113 |
|
40823xxxx0 |
aat*****@e*************.com |
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Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx0 |
aal*******@m************.com |
|
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113325 |
3090 |
131000 |
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Edward Jones - Financial Advisor: Glynis A Wineinger |
12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070 |
|
40860xxxx5 |
and*******@c*************.ca |
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Employee Benefit Services |
San Jose, CA 95118 |
|
40897xxxx0 |
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Gummow Investments |
683 N King Rd, San Jose, CA 95133 |
|
40827xxxx9 |
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Nancy Ubaldi - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx8 |
bre***********@u**.com |
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Securities America Inc |
4000 Moorpark Ave, San Jose, CA 95117 |
|
40855xxxx5 |
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Charles Schwab |
11111 N Wolfe Rd, Cupertino, CA 95014 |
|
80066xxxx8 |
aar********@s*****.com |
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Mei Yvonne Insurance Services |
2099 Gold St, Alviso, CA 95002 |
|
40894xxxx5 |
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Tice Christian S |
4950 Hamilton Ave, San Jose, CA 95130 |
|
40837xxxx0 |
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The Noesis Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
|
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Moni Singh |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40830xxxx4 |
aar*********@w*********.com |
|
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Michael Garber Financial Planning |
1250 Oakmead Parkway, Suite 210, Sunnyvale, CA 94085 |
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40845xxxx8 |
853*************************************@w*****************.com |
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Edelman Financial Engines (Corporate Office) |
3315 Scott Blvd 4th Floor, Santa Clara, CA 95054 |
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83375xxxx3 |
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2.1 |
9 |
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Paul Wu |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40870xxxx1 |
aar*********@w*********.com |
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Potentia Group |
1226 Lincoln Ave # 110, San Jose, CA 95125 |
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40829xxxx4 |
ask@p*************.com |
5.07 |
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MW Wealth Advisors |
5615 Chesbro Ave, San Jose, CA 95123 |
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40886xxxx2 |
and***@m**************.com |
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Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
arm**********@a***.com |
4.5 |
2 |
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200 |
4 |
202 |
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Crawford Pimentel Corporation |
1550 The Alameda Ste 211 San Jose, CA 95126 |
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40894xxxx8 |
ama****@c***************.com |
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3.4 |
5 |
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Barbara Doherty |
164 Main St Suite 202 Los Altos, CA 94022 |
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65025xxxx4 |
bar****@d************.com |
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352 |
4.8 |
29 |
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A American Debt Consolidation |
10381 S De Anza Blvd, Cupertino, CA 95014 |
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40825xxxx4 |
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Primerica |
830 Stewart Dr Ste 263, Sunnyvale, CA 94085 |
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40864xxxx0 |
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Rajiv Kumar Sharma |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40842xxxx8 |
aar*********@w*********.com |
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8 |
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Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
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40891xxxx0 |
dns*****@a***.com |
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Smith, Lyle, CFP |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx1 |
ali*************@m*.com |
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Transitions Wealth Advisors |
1100 Lincoln Ave #241, San Jose, CA 95125 |
|
40835xxxx2 |
jsm***@t************************.com |
5 |
1 |
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Financial Rescue |
99 Almaden Blvd, San Jose, CA 95113 |
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51081xxxx7 |
ang*****@f*****************.com |
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33099 |
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Acela Capital Management |
20380 Town Center Ln, Cupertino, CA 95014 |
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40889xxxx9 |
inf*@s***********.net |
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H&R Block |
S Market 55 South Tower 55 South Market Tower 55 San Jose, CA 95113 |
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40829xxxx7 |
agi***@a*.nv |
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3.4 |
19 |
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554625 |
20929 |
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Area Financial Services |
52 S Park Victoria DR, Milpitas, CA 95035 |
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40894xxxx6 |
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Sami Najafi Shaeghi-Wealth Financial Advisor |
50 W Fernando St, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
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98572 |
1295 |
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Vasona Financial Group |
16615 Lark Ave, Los Gatos, CA 95032 |
|
40835xxxx0 |
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Realtor World Golden Hills |
Serving theSan Jose Area |
|
40823xxxx1 |
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Securities America Inc |
160 W Santa Clara St, San Jose, CA 95113 |
|
40879xxxx4 |
aad********@s****************.com |
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Parkworth Wealth Management, Inc. |
475 Alberto Way Ste 210, Los Gatos, CA 95032 |
|
40843xxxx0 |
adv***@p********.com |
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R&D Investments - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
bre***********@u**.com |
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Li, Di |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx4 |
ale*********@m*.com |
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Tom Cochran - BancWest Investment Services Wealth Financial Advisor |
3081 McKee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
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40844 |
177 |
41000 |
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Cec Capital Management |
2635 N 1st St, San Jose, CA 95134 |
|
40843xxxx5 |
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Alpha B Tax & Bookkeeping Services |
5201 Great America Pkwy Ste 320, PMB 224 Santa Clara, CA 95054 |
|
40873xxxx0 |
adm**@u*****************.com |
5 |
102 |
5 |
159 |
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394 |
199 |
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Merrill Lynch Financial Advisor Eric Weitz |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.com |
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Fj De La Cruz Investmnts |
12 S 1st St Ste 708, San Jose, CA 95113 |
|
40828xxxx1 |
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Almaden Financial Group |
1610 Blossom Hill Rd, San Jose, CA 95124 |
|
40872xxxx0 |
alm*************@p******.net |
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Wells Fargo Advisors |
1 S Milpitas Blvd, Milpitas, CA 95035 |
|
40858xxxx2 |
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Raymond Regala - Financial Advisor, Ameriprise Financial Services |
333 W Santa Clara St, San Jose, CA 95113 |
|
40855xxxx0 |
dns*****@a***.com |
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Farkouh, David, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx2 |
ame******************@a***.com |
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132688 |
|
134000 |
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Falcon Wealth Planning |
2570 N First St Suite 200, San Jose, CA 95131 |
|
85596xxxx6 |
cca*****@f*******************.com |
4.7 |
14 |
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Ruby Lin - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
65060xxxx1 |
blu********@r**.com |
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Brenner Financial Services |
475 Alberto Way, Los Gatos, CA 95032 |
|
40839xxxx0 |
hor**@b***********************.com |
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Ameriprise Financial |
1 Almaden Blvd Ste 800, San Jose, CA 95113 |
|
40828xxxx0 |
dav***********@a***.com |
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Michael B Mulvihill Cfp |
4030 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx1 |
dom****@a***********.com |
3 |
2 |
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2986 |
27 |
3500 |
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TMC Financing |
84 W Santa Clara St, San Jose, CA 95113 |
|
41598xxxx5 |
ada*@t***********.com |
5 |
7 |
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4.7 |
37 |
806 |
29 |
862 |
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Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™ |
1165 Lincoln Ave #320, San Jose, CA 95125 |
|
40899xxxx5 |
a.j*********@e**********.com |
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87358 |
|
99000 |
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Notary Outlet |
4924 Trent Dr San Jose, CA 95124 |
|
40883xxxx7 |
hel**@r**********.com |
5 |
20 |
5 |
7 |
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Zhang, Elaine |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx7 |
ale*********@m*.com |
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Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
5 |
3 |
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169 |
|
169 |
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Thai T. Nguyen, CPA |
1900 Camden Ave Ste 201 San Jose, CA 95124 |
|
40849xxxx8 |
c18*****************************@s*****.wixpress |
5 |
2 |
4.5 |
22 |
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Linda Rost’s Better Bookkeepers |
90 Great Oaks Blvd, San Jose, CA 95119 |
|
40821xxxx4 |
ale****************@b****************.com |
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4.5 |
11 |
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212 |
2 |
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Tax Goddess |
547 Shadow Ct, San Jose, CA 95129 |
|
40856xxxx5 |
tc@t**********.com |
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2.3 |
36 |
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Edelman Financial Engines |
3945 Freedom Cir #950, Santa Clara, CA 95054 |
|
83375xxxx3 |
aar*******@e**********************.com |
4.5 |
2 |
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18780 |
20 |
20000 |
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Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
bno***@a***.com |
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Secured Capital Financial |
7193 Queensbridge Way, San Jose, CA 95120 |
|
40826xxxx0 |
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Gateway Financial Advisors - Brian Lombardo, CFP, CPA |
2570 N First St Suite 200, San Jose, CA 95131 |
|
40872xxxx0 |
adm*****@g*************.com |
5 |
1 |
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Abundance Wealth Planning |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
|
51093xxxx7 |
jku*@f******************.com |
|
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5 |
9 |
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111 |
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Kathryn Calderon - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40848xxxx3 |
aab****@b************.com |
|
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|
3.2 |
1062 |
98499 |
1591 |
99000 |
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Barney Smith |
20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014 |
|
40886xxxx0 |
|
4.7 |
3 |
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Smith, Gregory |
50 W San Fernando St, San Jose, CA 95113 |
|
40891xxxx3 |
abc***@u**.com |
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Fan Asset Management |
900 Lafayette St, Santa Clara, CA 95050 |
|
40874xxxx2 |
ste********@f*******.com |
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TD Ameritrade |
19349 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40897xxxx0 |
aam***********@t***********.com |
3 |
10 |
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Dehn, Daryl |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx0 |
ale*********@m*.com |
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C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
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40828xxxx0 |
abc***@u**.com |
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Gerdts Investment Group of Raymond James |
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40827xxxx4 |
bet*********@r***********.com |
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17179 |
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Sina Investments |
225 W Hamilton Ave, Campbell, CA 95008 |
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40862xxxx5 |
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Ameriprise Financial |
1919 S Bascom Ave Ste 100, Campbell, CA 95008 |
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40896xxxx0 |
ame******************@a***.com |
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132688 |
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134000 |
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Modern Woodmen of America |
4010 Moorpark Ave, San Jose, CA 95117 |
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40824xxxx1 |
aar**********@m*************.org |
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Edward Jones |
16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032 |
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40835xxxx8 |
a.j*********@e**********.com |
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87631 |
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100000 |
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B & R Accounting |
1900 Camden Ave Ste 204 San Jose, CA 95124 |
|
40824xxxx6 |
bob**@b**************.com |
5 |
7 |
4.5 |
66 |
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Spirit Of Rome-Bus Consulting |
6364 Lillian Way, San Jose, CA 95120 |
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40848xxxx4 |
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Johanson Financial Advisors, Inc. |
2105 S Bascom Ave Ste 255 Campbell, CA 95008 |
|
40840xxxx9 |
inf*@j****************.com |
3.5 |
2 |
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5389 |
47 |
5500 |
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Calonje Donald Income Tax & Bookkeeping Service |
1885 The Alameda, San Jose, CA 95126 |
|
40861xxxx0 |
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Alam Accountancy Corporation |
5533 Snell Ave Ste 100 San Jose, CA 95123 |
|
40844xxxx0 |
jdo*@a*********.com |
3.7 |
3 |
2.8 |
6 |
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Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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Guild Mortgage - Brandon Smith |
1100 Lincoln Ave Ste 262, San Jose, CA 95125 |
|
40889xxxx7 |
abc***@g************.com |
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10685 |
3658 |
11000 |
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Rivermark Wealth Management |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
40837xxxx7 |
inf*@f*******.com |
5 |
6 |
5 |
1 |
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254 |
21 |
290 |
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Pirotta Financial Services Inc |
1520 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
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First Franklin Financial |
2150 N 1st St Ste 600, San Jose, CA 95131 |
|
40867xxxx0 |
aam*********@b************.com |
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957080 |
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29 |
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Onstead, R Sheldon |
1520 The Alameda Ste 120, San Jose, CA 95126 |
|
40828xxxx0 |
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Money Concepts |
1289 S Park Victoria Dr, Milpitas, CA 95035 |
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40894xxxx8 |
a@m************.com |
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Private Wealth Financial Partners |
2105 S Bascom Ave #300, Campbell, CA 95008 |
|
40887xxxx7 |
pwf********@l**.com |
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Ann G Chiang, CPA |
16055 Caputo Dr, Morgan Hill, CA 95037 |
|
40839xxxx8 |
ann@c********.com |
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3.3 |
7 |
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Ami Shah CPA |
2570 N First St Ste 200 San Jose, CA 95131 |
|
40854xxxx9 |
adm**@a*****.com |
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4.6 |
29 |
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Embarcadero Capital Partners |
99 Almaden Blvd, San Jose, CA 95113 |
|
40897xxxx4 |
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Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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Jim Galindo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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Fountain Strategies |
3168 Kawalker Ln, San Jose, CA 95127 |
|
40839xxxx9 |
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Onesta Wealth Management, LLC |
900 E Hamilton Ave, Campbell, CA 95008 |
|
40878xxxx8 |
joh******@o***********.com |
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5 |
6 |
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40 |
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G S Financial Service |
3150 Almaden Expy, San Jose, CA 95118 |
|
40897xxxx0 |
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Liberty Tax |
1335 S Bascom Ave Ste B San Jose, CA 95128 |
|
40871xxxx6 |
aar***@l*********.com |
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4 |
25 |
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105717 |
14089 |
106000 |
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Cloud Cruiser |
1999 S Bascom Ave, Campbell, CA 95008 |
|
91636xxxx4 |
cis**@c***********.com |
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Masterlife Financial Group Inc |
2055 Junction Ave Ste 235, San Jose, CA 95131 |
|
40843xxxx0 |
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C-J Advisory |
2060 The Alameda, San Jose, CA 95126 |
|
40834xxxx0 |
ach**@s***************.com |
|
46 |
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150 |
6 |
158 |
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Result |
1551 Mccarthy Blvd, Milpitas, CA 95035 |
|
40852xxxx5 |
ann*****@g****.com |
4.5 |
30 |
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998 |
|
1000 |
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Justin Parkhurst - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
41544xxxx0 |
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American Tax Service |
1634 Peregrino Way San Jose, CA 95125 |
|
51094xxxx3 |
par**@a**********.net |
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SCORE Mentors Silicon Valley |
234 E Gish Rd Ste 100, San Jose, CA 95112 |
|
40845xxxx7 |
bob********@s******.org |
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Ngoc Tran, CPA |
2005 De La Cruz Blvd Ste 275 Santa Clara, CA 95050 |
|
40870xxxx6 |
ngo*******@o******.com |
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4.8 |
34 |
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Credit Repair Bay Area |
1172 Murphy Ave, San Jose, CA 95131 |
|
40829xxxx0 |
eli**@c*************.com |
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Morgan Stanley |
225 W Santa Clara St Ste 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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113330 |
3094 |
131000 |
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Chan CPA & Company |
1885 S Winchester Blvd Ste 200 Campbell, CA 95008 |
|
40835xxxx1 |
bon***@c******.com |
|
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4.3 |
13 |
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92 |
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Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC |
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40891xxxx0 |
dns*****@a***.com |
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James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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Senior Equity Services |
1541 Sawleaf Ct, San Jose, CA 95131 |
|
40883xxxx7 |
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Citadel Re Investments |
221 Los Gatos Saratoga Rd, Los Gatos, CA 95030 |
|
40882xxxx8 |
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Elite Wealth Group |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
|
66923xxxx2 |
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Triplett Financial & Insurance Services |
1731 Technology Dr Ste 530, San Jose, CA 95110 |
|
40845xxxx1 |
inf*@b*************.net |
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Saso, Salvatore |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx2 |
ale*********@m*.com |
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Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
3d@l****.ml |
3.5 |
2 |
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Merrill Lynch Financial Advisor Vivek V Thoppay |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx9 |
ann********@m*.com |
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Caliber Home Loans |
100 N Milpitas Blvd, Milpitas, CA 95035 |
|
40879xxxx4 |
aar**@c***************.com |
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RD'S Tax and Financial Strategies |
3190 S Bascom Ave, San Jose, CA 95124 |
|
40887xxxx1 |
cal***@r*****.com |
|
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|
586918 |
|
759000 |
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Dianne Lynch - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dal*************@a***.com |
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Alpha Wealth Management Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx6 |
bre***********@u**.com |
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Land Home Financial Services - San Jose |
2670 S White Rd Ste 120, San Jose, CA 95148 |
|
66940xxxx0 |
adu@l***.com |
4.8 |
43 |
|
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|
4492 |
731 |
4600 |
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Wells Fargo Advisors |
7270 Bollinger Rd, San Jose, CA 95129 |
|
40872xxxx3 |
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Tax Professional Associates |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
|
40848xxxx6 |
adm**@b*********.com |
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Rogers Investment Advisors |
2975 Bowers Ave Ste 107, Santa Clara, CA 95051 |
|
40856xxxx1 |
tim@r*************.com |
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Mobius Financial Network |
3033 Moorpark Ave Ste 22, San Jose, CA 95128 |
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40821xxxx7 |
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Nelco Financial Consultants |
4950 Hamilton Ave, San Jose, CA 95130 |
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40886xxxx3 |
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National Debt Relief Company |
2230 Quimby Rd, San Jose, CA 95122 |
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40852xxxx0 |
52a*************************************@w*****************.com |
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Bradley Noval - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx9 |
bno***@a***.com |
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Firsthand Capital Management |
150 Almaden Blvd, San Jose, CA 95113 |
|
40829xxxx0 |
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1 |
1 |
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AMC Taxes Svc |
2635 Cunningham Ave, San Jose, CA 95148 |
|
40825xxxx0 |
alf****@a*************.com |
4 |
97 |
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Mei Yu |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40871xxxx5 |
aar*********@w*********.com |
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Adam Ward - Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
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40891xxxx9 |
ada********@a***.com |
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American Brokerage Inc |
3410 Monterey Hwy, San Jose, CA 95111 |
|
40836xxxx8 |
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4.2 |
5 |
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Lpl Financial |
1803 Nomark Ct, San Jose, CA 95125 |
|
40889xxxx0 |
aar********@l**.com |
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20102 |
232 |
21000 |
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Brenner Financial Services |
475 Alberto Way Ste 110, Los Gatos, CA 95032 |
|
40839xxxx0 |
hor**@b***********************.com |
4.9 |
27 |
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Durrani CPA Services |
42514 Albrae St, Fremont, CA 94538 |
|
51059xxxx6 |
haj***@d*********.com |
5 |
6 |
5 |
9 |
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149 |
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Carpeneti, James, LO |
1100 Lincoln Ave, San Jose, CA 95125 |
|
40883xxxx5 |
abc***@g************.com |
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10507 |
2952 |
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Bay Area Accountants |
333 W San Carlos St Ste 600 San Jose, CA 95110 |
|
41558xxxx3 |
fil***@g******.com |
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Allied Financial Network |
3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117 |
|
40825xxxx9 |
joh*@a*********************.com |
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5 |
8 |
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Cambridge Investment Research |
San Jose, CA 95110 |
|
40897xxxx0 |
bra*********@s****.com |
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Edward Jones - Financial Advisor: Tom Coombs |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
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87586 |
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100000 |
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1 |
1 |
Pricewaterhouse Coopers |
488 Almaden Blvd, San Jose, CA 95110 |
|
40829xxxx0 |
abd****@p**.com |
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61860 |
79 |
62000 |
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Don Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx8 |
don****@r**.com |
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Sawal, Dinesh, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
|
40828xxxx0 |
alf***********@a***.com |
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Klingbeil Capital Management |
1800 Stokes St, San Jose, CA 95126 |
|
40889xxxx9 |
cre***********@n*********.com |
4.1 |
18 |
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58 |
269 |
67 |
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McClay Consulting |
921 Kingfisher Dr, San Jose, CA 95125 |
|
40844xxxx9 |
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5 |
1 |
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Hruska Investment Eli |
139 Salice Way, Campbell, CA 95008 |
|
40886xxxx9 |
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Investment Network |
505 W Olive Ave Ste 465, Sunnyvale, CA 94086 |
|
40873xxxx1 |
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Ira Center |
2542 S Bascom Ave Ste 100, Campbell, CA 95008 |
|
40897xxxx0 |
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Chen, Kevin |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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Holland & Associates |
2479 E Bayshore Rd Ste 250 Palo Alto, CA 94303 |
|
65032xxxx0 |
cri**********@h**********.com |
|
47 |
4.5 |
8 |
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Giordano Wealth Management Group |
644 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx4 |
all****@t******.com |
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5382 |
47 |
5500 |
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Minda Cutcher Mba Inc |
446 Bradley Ave, San Jose, CA 95128 |
|
40831xxxx8 |
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Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40896xxxx7 |
del***@s***************.com |
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RL Tax and Financial Services |
505 W Olive Ave Ste 305, Sunnyvale, CA 94086 |
|
40846xxxx9 |
hzx*@h****.com |
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MLP Tax & Financial Services Inc |
101 Metro Dr # 650, San Jose, CA 95110 |
|
40845xxxx0 |
aha*****@m***********.com |
5 |
1 |
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Raymond James |
150 Almaden Blvd, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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Escalate Capital Partners |
150 Almaden Blvd, San Jose, CA 95113 |
|
40820xxxx5 |
alv***@e**************.com |
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Henning, Andrew |
1919 S Bascom Ave, Campbell, CA 95008 |
|
91653xxxx9 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Citi Pwm |
1303 S Mary Ave, Sunnyvale, CA 94087 |
|
40853xxxx1 |
abb**********@c***.com |
4 |
26 |
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SJ Accounting Consulting, CPA CFP |
1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035 |
|
|
c18*****************************@s*****.wixpress |
5 |
5 |
4.8 |
37 |
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Edward Jones - Financial Adviser: Tom Coombs |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40829xxxx8 |
a.j*********@e**********.com |
|
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83507 |
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1 |
1 |
Carlton Pace - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
rbc*********@r**.com |
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Credit Guard, Inc. - Nation's Best Credit Repair Company |
1555 Berger Dr, San Jose, CA 95112 |
|
40853xxxx6 |
3d@i**.photobucket |
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VOYA Financial Advisiors |
1275 S Winchester Blvd, San Jose, CA 95128 |
|
40824xxxx2 |
inf*@b****************.com |
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Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
|
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Alexandrew EE Group Inc |
1613 S Main St, Milpitas, CA 95035 |
|
40894xxxx8 |
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Pete Edwards & Associates |
4820 Harwood Rd Ste 130, San Jose, CA 95124 |
|
40872xxxx0 |
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Global Financial Manage Inc |
2471 Autumnvale Dr, San Jose, CA 95131 |
|
40858xxxx0 |
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Rakhi Israni |
48926 Ebony Ter, Fremont, CA 94539 |
|
51057xxxx2 |
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AA Tax Service |
478 E Santa Clara St Ste 206 San Jose, CA 95112 |
|
40828xxxx8 |
|
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2.7 |
7 |
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Lucie Honosutomo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
|
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|
12495 |
|
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Wells Fargo Advisors |
2792 Homestead Rd, Santa Clara, CA 95051 |
|
40827xxxx6 |
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Wells Fargo Advisors |
550 S Winchester Blvd Ste 601, San Jose, CA 95128 |
|
40824xxxx0 |
abc***@w*****************.com |
|
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|
188351 |
|
189000 |
|
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Kal Financial |
2542 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx0 |
ale*@k***********.com |
4.4 |
45 |
|
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5 |
18 |
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77 |
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Trike Financial |
16548 Oleander Ave, Los Gatos, CA 95032 |
|
40882xxxx6 |
ton*@t*************.com |
|
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5 |
6 |
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Ameriprise Financial |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
|
40826xxxx3 |
ame******************@a***.com |
|
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|
132688 |
|
134000 |
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Frank, Rimerman + Co. LLP |
60 S Market St Ste 500 San Jose, CA 95113 |
|
40827xxxx6 |
aa@f************.com |
|
|
1 |
1 |
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|
Richard Woo - Financial Advisor, Ameriprise Financial Services |
2542 S Bascom Ave Ste 135, Campbell, CA 95008 |
|
40855xxxx8 |
dns*****@a***.com |
|
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Prosper Bookkeeping |
Sunnyvale, CA 94085 |
|
65066xxxx3 |
|
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|
5 |
29 |
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Ubaldi, Nancy, AGT |
355 Santana Row, San Jose, CA 95128 |
|
40828xxxx8 |
acc***************@u**.com |
|
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|
Concentrum Wealth Management |
353 Piercy Rd, San Jose, CA 95138 |
|
40884xxxx0 |
gle********@c***************.com |
|
|
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153 |
3 |
146 |
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Honosutomo, Lucie |
99 Almaden Blvd, San Jose, CA 95113 |
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40894xxxx4 |
rbc*********@r**.com |
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14775 |
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16000 |
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Buckingham Asset Management |
10050 N Wolfe Rd Ste SW1281, Cupertino, CA 95014 |
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40836xxxx0 |
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Verax Financial Svc |
538 Coe Ave, San Jose, CA 95125 |
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40829xxxx0 |
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Danielle Sellers - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx0 |
aar*******************@p*********.com |
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Farmers Insurance - Kyle Chuang |
2695 Moorpark Ave San Jose, CA 95128 |
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40856xxxx8 |
aar*****@f***********.com |
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3 |
2 |
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Financial Oxygen Inc |
4620 Fortran Dr Ste 101, San Jose, CA 95134 |
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92547xxxx2 |
car****@f**************.com |
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Merrill Lynch Financial Advisor Daryl W Dehn |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
aar**********@s*****.com |
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Ted Moorhead - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx8 |
ted*********@r**.com |
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David Henderson |
5444 Thornwood Dr, San Jose, CA 95123 |
|
40897xxxx5 |
d.h********@w****************.net |
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Investy Financial Services |
919 Story Rd #1200, San Jose, CA 95122 |
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40885xxxx8 |
inf*@i********.com |
5 |
20 |
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Better Credit USA |
745 Distel Dr Ste 118 Los Altos, CA 94022 |
|
40865xxxx5 |
inf*@b******************.com |
4.7 |
12 |
4.4 |
14 |
4.6 |
16 |
913 |
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917 |
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NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
dns*****@a***.com |
1 |
2 |
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63 |
4 |
62 |
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Pollack Investments |
855 Civic Center Dr, Santa Clara, CA 95050 |
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40824xxxx4 |
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Elina Brusilovsky, CPA |
950 Tower Ln Ste 110 Foster City, CA 94404 |
|
65083xxxx8 |
inf*@g******.com |
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5 |
53 |
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Fleming, Shayne |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx9 |
ale*********@m*.com |
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Cetera Advisor Networks |
Po Box 2157, Los Gatos, CA 95031 |
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40886xxxx9 |
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Philip Investments Inc. |
447 S 7th St, San Jose, CA 95112 |
|
65077xxxx0 |
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Shan, Mengxiao |
50 W San Fernando St, San Jose, CA 95113 |
|
40826xxxx0 |
ale*********@m*.com |
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Guiding Star Consulting |
Serving theSan Jose Area |
|
40822xxxx8 |
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D W Investments |
2021 The Alameda Ste 130, San Jose, CA 95126 |
|
40898xxxx2 |
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Silicon Valley Capital Partner |
1731 Technology Dr, San Jose, CA 95110 |
|
40857xxxx2 |
chr**@s***.com |
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Securities America Inc |
1229 S Mary Ave, Sunnyvale, CA 94087 |
|
40873xxxx0 |
aad********@s****************.com |
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Pace Wealth Management Group |
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40894xxxx2 |
rbc*********@r**.com |
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Edward Jones - Financial Advisor: Jim Knipple |
69 Washington St, Santa Clara, CA 95050 |
|
40898xxxx9 |
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Wells Fargo Advisors |
10260 S De Anza Blvd, Cupertino, CA 95014 |
|
40886xxxx0 |
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Special Needs Planning Group |
1250 Oakmead Pkwy Ste 210, Sunnyvale, CA 94085 |
|
66923xxxx3 |
inf*@s***.org |
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48 |
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Edward Jones - Financial Advisor: Christopher D Anderson |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40837xxxx4 |
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Holly Investment Inc |
4701 Patrick Henry Dr, Santa Clara, CA 95054 |
|
40821xxxx9 |
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Sgc Financial |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40823xxxx0 |
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Silicon Private Wealth |
48883 Crown Ridge Cmn, Fremont, CA 94539 |
|
51057xxxx2 |
bal*****@s*******************.com |
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Freedman Financial Planning |
672 College Dr, San Jose, CA 95128 |
|
40829xxxx2 |
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LPL Financial |
15221 Winton Way, San Jose, CA 95124 |
|
40835xxxx7 |
aar********@l**.com |
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20006 |
208 |
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Pace Funding |
750 University Ave Ste 240, Los Gatos, CA 95032 |
|
80023xxxx1 |
cus************@h***************.com |
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Pfahnl, Joseph |
333 W Santa Clara St, San Jose, CA 95113 |
|
40899xxxx4 |
cpa*@p*****.com |
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Raymond James Financial |
1570 W San Carlos St, San Jose, CA 95126 |
|
40828xxxx7 |
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Byrne Seligman and Company |
5101 Great America Pkwy, Santa Clara, CA 95054 |
|
65065xxxx3 |
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Skyline Asset Management |
121 W Washington Ave, Sunnyvale, CA 94086 |
|
40874xxxx7 |
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John Roslund Cfp |
85 Saratoga Ave, Santa Clara, CA 95051 |
|
40824xxxx8 |
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Thrivent Financial For Lutherans |
6066 McAbee Rd, San Jose, CA 95120 |
|
40826xxxx6 |
a.v@t*******.com |
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Alfa Investment |
500 E Calaveras Blvd, Milpitas, CA 95035 |
|
40826xxxx8 |
a****00@a*******.com |
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Flournoy Wealth Management |
1165 Lincoln Ave #330, San Jose, CA 95125 |
|
40827xxxx0 |
xx@f***********************.com |
5 |
1 |
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Sanjiv Gupta, CPA |
355 West Olive Ave Ste 108 Sunnyvale, CA 94086 |
|
40891xxxx4 |
inf*@s********.com |
3.8 |
27 |
4.1 |
58 |
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726 |
3 |
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Merrill Lynch Financial Advisor Dahn Lincoln |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx3 |
ale*********@m*.com |
5 |
1 |
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Chinese Abraham Investment Advisor |
20111 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40872xxxx5 |
inf*@c*************.com |
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Sre Asset Management Inc |
812 Pollard Rd, Los Gatos, CA 95032 |
|
40837xxxx7 |
abh*****@m**********.com |
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4050 |
129 |
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Valencia Valencia Financial Services |
175 Bernal Rd Ste 100, San Jose, CA 95119 |
|
40859xxxx2 |
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Merrill Lynch Financial Advisor Brandon Picone |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ban********************@m*.com |
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3P Equity Partners |
3031 Tisch Way Ste 130, San Jose, CA 95128 |
|
40898xxxx0 |
inf*@3*******.com |
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5 |
1 |
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Redintegration |
Rio del Mar, CA 95003 |
|
83120xxxx5 |
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A & P Children Investment |
707 Tasman Dr, Milpitas, CA 95035 |
|
40843xxxx3 |
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Gavilan Investment |
31 Post St, San Jose, CA 95113 |
|
40894xxxx2 |
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WisdomSource Wealth Advisory Group - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
|
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169 |
|
169 |
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Bressman Family Law |
1631 Willow St, Ste 210 San Jose, CA 95125 |
|
66977xxxx1 |
ako*******@b****************.com |
|
|
4.4 |
7 |
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Wells Fargo Advisors |
6465 Almaden Expy, San Jose, CA 95120 |
|
40827xxxx8 |
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Siena Wealth Management Inc |
1550 The Alameda Ste 300, San Jose, CA 95126 |
|
40828xxxx0 |
rho****@s**********.com |
|
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|
5382 |
47 |
5500 |
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Han, Eric, AGT |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40866xxxx7 |
ame******************@a***.com |
|
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|
132834 |
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Morgan Stanley Wealth Management |
1600 Los Gatos Blvd, Los Gatos, CA 95030 |
|
40835xxxx0 |
acm***********@m************.com |
|
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|
112963 |
3040 |
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Fernanda Aguiar |
51 E Campbell Ave Campbell, CA 95008 |
|
40886xxxx5 |
hel*@c***************.com |
5 |
13 |
4.8 |
16 |
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9 |
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Mason & Mickens Financial Solutions Inc |
5201 Great America Pkwy Ste 320, Santa Clara, CA 95054 |
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40822xxxx4 |
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Tax Relief USA |
20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014 |
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40853xxxx6 |
9d0*************************************@w*****************.com |
4.4 |
14 |
4.4 |
68 |
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Dewey Realty & Investments |
2340 Stevens Creek Blvd, San Jose, CA 95128 |
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40897xxxx7 |
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Crest Financial Services |
2880 Lakeside Dr Ste 100, Santa Clara, CA 95054 |
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40898xxxx8 |
aar********@l**.com |
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20102 |
232 |
21000 |
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Glenwood Advisors |
515 N Santa Cruz Ave, Los Gatos, CA 95030 |
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40844xxxx0 |
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Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx0 |
ama*********@a***.com |
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201 |
2 |
202 |
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Ameriprise Financial |
901 Campisi Way Ste 320, Campbell, CA 95008 |
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40879xxxx5 |
ame******************@a***.com |
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132688 |
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134000 |
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Henry Frazier III, Financial Advisor - Eagle Strategies |
1731 Technology Dr Ste 400, San Jose, CA 95110 |
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40845xxxx1 |
a.-*****************@n**********.com |
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187 |
3 |
187 |
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Wayne Peterson - Thrivent |
2021 The Alameda Ste 140, San Jose, CA 95126 |
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40898xxxx7 |
adm**@d***********.com |
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107 |
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Bettencourt Real Estate Services |
1251 Park Ave, San Jose, CA 95126 |
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40827xxxx0 |
adv********@m**********.com |
4 |
4 |
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4045 |
124 |
4700 |
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Sunrise TaxPro Services |
115 Race St, San Jose, CA 95126 |
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40829xxxx6 |
tom**@s************.com |
4.9 |
48 |
5 |
6 |
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Silicon Valley Investment Group - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
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40828xxxx1 |
abc***@u**.com |
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Lee, Samuel |
1919 S Bascom Ave, Campbell, CA 95008 |
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41537xxxx4 |
all*********@a*****.usbank |
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345501 |
5380 |
348000 |
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Whitaker Financial Services |
1276 Lincoln Ave Ste 107, San Jose, CA 95125 |
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40828xxxx0 |
fah*@w*********.com |
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216 |
7 |
203 |
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The Tax Practice |
1978 The Alameda, San Jose, CA 95126 |
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40887xxxx9 |
har***@t**********.com |
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3.7 |
3 |
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Tahoe Asset Management |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40865xxxx7 |
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H H Professional Tax |
1101 S Winchester Blvd, San Jose, CA 95128 |
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40829xxxx7 |
har***@h********.com |
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Minda Cutcher, MBA Inc. |
446 Bradley Ave, San Jose, CA 95128 |
|
40831xxxx8 |
min**@l***********.net |
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586939 |
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759000 |
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Caprock |
1100 Lincoln Ave Ste 353, San Jose, CA 95125 |
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40862xxxx3 |
adm**@c******.com |
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Mikkelsmith Consulting |
1743 Park Ave, San Jose, CA 95126 |
|
40828xxxx0 |
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Peter Gallagher & Associates Hillis Financial Services |
333 West Ct, San Jose, CA 95116 |
|
40828xxxx5 |
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U.S. Bancorp Investments - Financial Advisors |
377 Santana Row, San Jose, CA 95128 |
|
66934xxxx3 |
aar************@u*****.com |
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Monica Bellizzi - Thrivent |
6066 McAbee Rd, San Jose, CA 95120 |
|
40826xxxx6 |
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4 |
1 |
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Merrill Lynch Financial Advisor Mengxiao Shan |
50 W San Fernando St, 16th Floor, San Jose, CA 95113 |
|
40826xxxx0 |
ale*********@m*.com |
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CoPilot Financial |
560 S Winchester Blvd, San Jose, CA 95128 |
|
88898xxxx8 |
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Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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355 |
19 |
357 |
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The Blue Jade Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx3 |
blu********@r**.com |
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Tak Credit Financial |
3275 Stevens Creek Blvd Ste 320 San Jose, CA 95117 |
|
41586xxxx7 |
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4 |
4 |
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Daigle Cathy |
16463 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40882xxxx9 |
cat**@c**********.com |
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O'Connor, Ting, AGT |
50 W San Fernando St, San Jose, CA 95113 |
|
40891xxxx8 |
abc***@u**.com |
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Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
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5 |
9 |
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Adam Ward - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 |
|
40891xxxx9 |
ada********@a***.com |
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4 |
1 |
Legacy Resources Group |
1141 Ringwood Ct Ste 140, San Jose, CA 95131 |
|
40871xxxx3 |
c18*****************************@s*****.wixpress |
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Ally Financial |
11 Great Oaks Blvd, San Jose, CA 95119 |
|
40822xxxx6 |
a.-***********@a***.com |
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343673 |
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Global Wealth Partners |
1764 The Alameda San Jose, CA 95126 |
|
40823xxxx0 |
ana***@g**********************.com |
|
87 |
1 |
1 |
5 |
5 |
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35 |
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Vestnomics Wealth Management |
65 W Hamilton Ave, Campbell, CA 95008 |
|
40833xxxx0 |
cra**@v*********.com |
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Regent Wealth Management |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40854xxxx6 |
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Mai, Lun, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx6 |
ame******************@a***.com |
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132688 |
|
134000 |
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Fluent Wealth Partners |
1530 The Alameda Ste 115, San Jose, CA 95126 |
|
40821xxxx0 |
jas**@f***********.com |
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Mosley, Timothy |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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American Express Financial Advisors |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx0 |
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Edward Jones |
263 Snell Ct, San Jose, CA 95123 |
|
40887xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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83125 |
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Ion Your Life LLC |
3550 Stevens Creek Blvd Ste 340, San Jose, CA 95117 |
|
40824xxxx0 |
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Scott McDonald Cfp |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40824xxxx5 |
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2350 Mission Investors |
2350 Mission College Blvd Suite 365, Santa Clara, CA 95054 |
|
40884xxxx2 |
emc******@s*******.us |
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Hilary Hendershott Wealth Management |
1922 The Alameda, San Jose, CA 95126 |
|
40876xxxx5 |
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Tom Bruckner - Thrivent |
2021 The Alameda Ste 140, San Jose, CA 95126 |
|
40821xxxx4 |
adm**@d***********.com |
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J Y Capstone Investments |
1072 S De Anza Blvd, San Jose, CA 95129 |
|
40825xxxx7 |
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Chase Bank |
1402 Lincoln Ave, San Jose, CA 95125 |
|
40899xxxx4 |
acc**********@c****.com |
4 |
29 |
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869874 |
5402 |
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J M G Financial Network |
1165 Lincoln Ave Ste 330, San Jose, CA 95125 |
|
40827xxxx0 |
aar********@l**.com |
|
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|
20101 |
233 |
21000 |
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Charles Schwab |
335 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx0 |
app*******************@s*****.com |
3 |
5 |
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R Wood & Associates |
3150 Almaden Expy, San Jose, CA 95118 |
|
40897xxxx3 |
mwo**@r***************.com |
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Leann Denise Wong |
50 W San Fernando St, San Jose, CA 95113 |
|
40869xxxx3 |
aar*********@w*********.com |
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Platinum Retirement Solutions |
1101 S Winchester Blvd Ste A109, San Jose, CA 95128 |
|
40824xxxx7 |
inf*@p**************************.com |
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2 |
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Marathon Financial Advisors |
5615 Chesbro Ave Ste 120, San Jose, CA 95123 |
|
40832xxxx5 |
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Wazhma Jamiat - World Financial Group |
695 N First St San Jose, CA 95112 |
|
14022xxxxx1 |
dns******@a*******.com |
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Daniel Lorber: Allstate Insurance |
730 E El Camino Real Ste A, Sunnyvale, CA 94087 |
|
40877xxxx0 |
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Tan, Jitian |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.com |
|
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Philip T Castaneda - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx0 |
rbc*********@r**.com |
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C.L. Tax & Accounting Service |
909 Corporate Way Fremont, CA 94539 |
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51051xxxx8 |
cin**************@g****.com |
4.6 |
40 |
4.4 |
37 |
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Compt Financial Consulting LLC |
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80036xxxx9 |
inf*@c****.co |
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Freedman Financial Planning |
Serving theSan Jose Area |
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40893xxxx5 |
3d@**w.freedmanfp |
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James Mann - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx4 |
abc***@u**.com |
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Wells Fargo Advisors |
107 E El Camino Real, Sunnyvale, CA 94087 |
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40832xxxx0 |
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Columbia Financial Services |
7280 Blue Hill Dr, San Jose, CA 95129 |
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40844xxxx0 |
adm******@t*.columbia |
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San Jose Tax Services |
639 Tully Rd, San Jose, CA 95111 |
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40829xxxx4 |
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4.2 |
129 |
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Beacon Pointe Advisors |
900 E Hamilton Ave, Campbell, CA 95008 |
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40826xxxx0 |
aba*****@b***********.com |
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Merrill Lynch Wealth Management |
5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129 |
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40855xxxx0 |
aas***********@m*.com |
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Golden Key College Planning |
621 Tully Rd Suite 229, San Jose, CA 95111 |
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40841xxxx2 |
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Luu, Andre |
560 S Winchester Blvd, San Jose, CA 95128 |
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40861xxxx7 |
ban**********@e****.bankofamerica |
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Potentia Wealth |
1226 Lincoln Ave, San Jose, CA 95125 |
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40828xxxx6 |
ask@p*************.com |
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354 |
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356 |
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Los Gatos DJ Co |
15466 Los Gatos Blvd, Los Gatos, CA 95032 |
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40835xxxx5 |
inf*@l*********************.com |
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Johnson, Derek |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx4 |
ale*********@m*.com |
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Parker, Chad Jacob, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
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40828xxxx0 |
ame******************@a***.com |
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200 |
4 |
202 |
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NF Wealth Management - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx0 |
amb***************@a***.com |
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63 |
4 |
62 |
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Castaneda-Sargenti-Pace Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
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40894xxxx0 |
phi*************@r**.com |
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Lawrence Accountancy Corporation |
1602 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
adm**@a*******.com |
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Radtke & Company, CPA |
4966 El Camino Real Ste 105 Los Altos, CA 94022 |
|
65046xxxx3 |
c18*****************************@s*****.wixpress |
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4.6 |
32 |
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Wealthstone Asset Management Group of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
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40853xxxx5 |
aar************@r***********.com |
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17179 |
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Silicon Valley Risk Insurance |
560 S Winchester Blvd, San Jose, CA 95128 |
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40823xxxx0 |
ebe*@e*******.com |
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TTP Investments |
1978 The Alameda, San Jose, CA 95126 |
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40887xxxx9 |
har***@t**************.com |
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Investments Plus |
2175 The Alameda, San Jose, CA 95126 |
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40829xxxx0 |
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Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dch***@a***.com |
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36 |
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38 |
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James Park - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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Ngo, Judy, AGT |
1525 Mccarthy Blvd, Milpitas, CA 95035 |
|
40888xxxx9 |
hel*********@m**********.com |
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5 |
6 |
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97 |
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Van Hofwegen, Joel, AGT |
2105 S Bascom Ave, Campbell, CA 95008 |
|
65023xxxx3 |
dns*****@a***.com |
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Brad Steele |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
51029xxxx3 |
aar*********@w*********.com |
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8 |
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Wang Accountancy |
28 N 1st St Ste 900 San Jose, CA 95113 |
|
40899xxxx8 |
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3.7 |
3 |
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American Financial Network Corporation |
3315 Almaden Expy Ste 33, San Jose, CA 95118 |
|
40830xxxx8 |
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AEG Credit |
200 Serra Way Ste 46 Milpitas, CA 95035 |
|
80046xxxx9 |
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3.7 |
6 |
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Sunhill Investments |
Serving theSan Jose Area |
|
40825xxxx6 |
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Edward Jones - Financial Advisor: Jeff Migneault |
901 Campisi Way Ste 248, Campbell, CA 95008 |
|
40846xxxx0 |
and*******@c*************.ca |
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MCC Financial |
1042 W Hedding St STE 220, San Jose, CA 95126 |
|
40826xxxx4 |
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4.5 |
8 |
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Ameriprise Financial Services Inc |
1700 Winchester Blvd, Campbell, CA 95008 |
|
40855xxxx5 |
dns*****@a***.com |
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Wallis, Timothy |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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Polestar Investment Research |
155 S White Rd, San Jose, CA 95127 |
|
41554xxxx0 |
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Albert Hsia - Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alb**********@a***.com |
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Primerica |
5201 Great America Pkwy Ste 320, Santa Clara, CA 95054 |
|
40827xxxx2 |
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Caprock Group Inc |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40862xxxx3 |
ano*******@c******.com |
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Tax Savers |
1777 Hamilton Ave, San Jose, CA 95125 |
|
40826xxxx2 |
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1 |
1 |
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Miller, Joshua D, CFP |
591 W Hamilton Ave, Campbell, CA 95008 |
|
40837xxxx8 |
cat*************@a***.com |
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Sagemark Consulting |
2105 S Bascom Ave Ste 300, Campbell, CA 95008 |
|
40837xxxx3 |
bri********@l**.com |
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Erica B Adolfsson - Financial Advisor, Ameriprise Financial Services, LLC |
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40828xxxx0 |
dns*****@a***.com |
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Deloitte San Jose |
225 W Santa Clara St, San Jose, CA 95113 |
|
40845xxxx0 |
aad**@d*******.com |
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Tri Counties Bank - San Jose Commercial Banking Center |
1671 The Alameda Ste 205, San Jose, CA 95126 |
|
40899xxxx0 |
ale*********@t***.com |
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3375 |
622 |
3700 |
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US Xing Lan Yu Investment Inc |
1900 Camden Ave, San Jose, CA 95124 |
|
40837xxxx8 |
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Merrill Lynch Financial Advisor Dianne E Lynch |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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Todd Jason Armer - Financial Advisor, Ameriprise Financial Services |
1999 S Bascom Ave Ste 700, Campbell, CA 95008 |
|
40887xxxx2 |
dns*****@a***.com |
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Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40837xxxx8 |
cat*************@a***.com |
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Prinze Capital Group |
2211 Junction Ave, San Jose, CA 95131 |
|
40871xxxx7 |
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Silicon Valley Credit Repair |
7660 Monterey St Ste 202 Gilroy, CA 95020 |
|
88872xxxx8 |
c18*****************************@s*****.wixpress |
|
|
4.1 |
27 |
4.8 |
60 |
2814 |
321 |
2800 |
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Financial Journey Partners |
101 Metro Dr Suite 264, San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
5 |
2 |
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85 |
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97 |
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B P Financial Service |
3710 Stevens Creek Blvd, San Jose, CA 95117 |
|
40831xxxx6 |
|
4.1 |
20 |
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Kleinsmith, Michael |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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|
Lehrer Management Co. |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40899xxxx9 |
adi**@c******.com |
|
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5 |
44 |
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|
964 |
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Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx2 |
deb***************@a***.com |
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88 |
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90 |
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Young, Barbara |
355 Santana Row, San Jose, CA 95128 |
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40828xxxx9 |
abc*******@u**.com |
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Davalos Financial Advisors of Raymond James |
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40827xxxx4 |
aar************@r***********.com |
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17179 |
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Agrawal, Namrata |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx4 |
ale*********@m*.com |
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J Tjong |
2099 Gold St, Alviso, CA 95002 |
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40871xxxx9 |
con****************@t***********.com |
4.2 |
44 |
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82272 |
2051 |
86000 |
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Byrnes, Owen |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx5 |
ali*************@m*.com |
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Block Advisors |
6467 Almaden Expy Ste 30 San Jose, CA 95120 |
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40892xxxx3 |
aar**@b************.com |
4.8 |
52 |
4.2 |
11 |
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1557 |
366 |
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TRM Tax Solutions |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
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40868xxxx7 |
hel*@c***************.com |
5 |
5 |
4.8 |
23 |
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1782 |
13 |
1700 |
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McAtee, Barbara |
1 Almaden Blvd, San Jose, CA 95113 |
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40891xxxx0 |
3d@**w.ameriprise |
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132293 |
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134545 |
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Robert Metcalf Income Tax |
4947 Bucknall Rd, San Jose, CA 95130 |
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40837xxxx4 |
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Prialta Advisors |
1737 N 1st St, San Jose, CA 95112 |
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40843xxxx0 |
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MCG Investment Inc |
521 Charcot Ave Ste 157, San Jose, CA 95131 |
|
40889xxxx2 |
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4.2 |
43 |
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Sharafkah, Shawn, AGT |
1630 Oakland Rd, San Jose, CA 95131 |
|
40842xxxx0 |
a****00@a*******.com |
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Family Wealth Consulting Group |
99 Almaden Blvd, San Jose, CA 95113 |
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40845xxxx0 |
a@f***.net |
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Holiday Richard Financial Services & Estate Services |
996 Minnesota Ave Ste 201, San Jose, CA 95125 |
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40827xxxx9 |
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ING Financial Partners |
20432 Silverado Ave, Cupertino, CA 95014 |
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40860xxxx9 |
dom***@s*****.net |
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Primerica |
950 S Bascom Ave Ste 1011, San Jose, CA 95128 |
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40827xxxx2 |
a.-*******************@p********.com |
3.4 |
21 |
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149334 |
3763 |
161000 |
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Arti Kumar - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40845xxxx0 |
aar*******************@p*********.com |
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557185 |
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563000 |
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H&R Block |
1166 N Capitol Ave San Jose, CA 95132 |
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40834xxxx7 |
agi***@a*.nv |
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2 |
7 |
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554625 |
20929 |
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Golden Trust Financial Corporation |
2690 S White Rd, San Jose, CA 95148 |
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40852xxxx2 |
inf*@g**************.com |
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5 |
15 |
589 |
139 |
600 |
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HHE Investment Inc |
4030 Moorpark Ave Ste 114, San Jose, CA 95117 |
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40826xxxx7 |
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Benchmark Financial Solutions |
595 Park Ave, San Jose, CA 95110 |
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40828xxxx5 |
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StoneBridge Tax Solutions |
4030 Moorpark Ave Ste 115 San Jose, CA 95117 |
|
40846xxxx9 |
che***@s**********************.com |
5 |
4 |
4.6 |
32 |
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Cambridge Investment Research |
1754 Technology Dr STE 133, San Jose, CA 95110 |
|
40897xxxx0 |
bra*********@s****.com |
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Burns, Michael |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx9 |
ale*********@m*.com |
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Doris Yin Accounting & Tax Service |
265 Fountain Grass Ter, Fremont, CA 94539 |
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51068xxxx6 |
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Financial Planning Consultants |
333 W Santa Clara St Ste 830, San Jose, CA 95113 |
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40828xxxx1 |
3d@**w.fpcllc |
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Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
47 |
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Schamerhorn Financial Group |
1322 Space Park Dr, Santa Clara, CA 95054 |
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83287xxxx7 |
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Edward Jones |
2280 Lincoln Ave Suite 100, San Jose, CA 95125 |
|
40844xxxx6 |
a.j*********@e**********.com |
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87358 |
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99000 |
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Wells Fargo Advisors |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx2 |
a-w***************@w*****************.com |
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188351 |
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189000 |
1 |
1 |
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Alpha Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx6 |
abc***@u**.com |
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Petersen & Associates |
1901 S Bascom Ave, Campbell, CA 95008 |
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40836xxxx0 |
ang***********@a************************.com |
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Ohara & Associates |
1570 The Alameda Ste 217 San Jose, CA 95126 |
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40868xxxx5 |
dan@o*****************.com |
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5 |
1 |
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10 |
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Paul Chang - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx9 |
aar*******************@p*********.com |
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Kristin Shaffer, CPA |
1475 S Bascom Ave Ste 212 Campbell, CA 95008 |
|
40875xxxx3 |
cin**@s****************.com |
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4 |
8 |
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Parkhurst, Justin |
99 Almaden Blvd, San Jose, CA 95113 |
|
41544xxxx0 |
rbc*********@r**.com |
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American Funding and Financial Corp |
150 Almaden Blvd, San Jose, CA 95113 |
|
40885xxxx0 |
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Vasona Financial Group |
16615 Lark Ave Ste 200, Los Gatos, CA 95032 |
|
40835xxxx0 |
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Wells Fargo Advisors |
1995 El Camino Real, Santa Clara, CA 95050 |
|
40823xxxx0 |
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24 |
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JP Income Tax Solution |
1155 Meridian Ave Ste 207 San Jose, CA 95125 |
|
40853xxxx8 |
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Catina Investment |
1314 Lincoln Ave, San Jose, CA 95125 |
|
40888xxxx6 |
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Nationwide Insurance - Pedro Garcia & Co. |
1390 S Winchester Blvd Ste B2, San Jose, CA 95128 |
|
40838xxxx0 |
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Couture & Nguyen Income Tax & Business Services |
1825 Pruneridge Ave #B, Santa Clara, CA 95050 |
|
40898xxxx0 |
joh******@c*************.com |
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Farmers Insurance - Genaro Garza |
3535 Ross Ave Ste 307 San Jose, CA 95124 |
|
40859xxxx4 |
aar*****@f***********.com |
4.6 |
28 |
5 |
8 |
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Vu, Hung, AGT |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40837xxxx8 |
dns*****@a***.com |
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Simon Consulting Group |
6070 Hellyer Ave, San Jose, CA 95138 |
|
40822xxxx7 |
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Merrill Lynch Financial Advisor Mitchell Fulton |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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MLP Tax & Financial |
101 Metro Dr, San Jose, CA 95110 |
|
40845xxxx5 |
aha*****@m***********.com |
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United Capital Group |
75 S Milpitas Blvd Ste 210, Milpitas, CA 95035 |
|
40871xxxx0 |
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Galat Sharon MS Tax Ea |
1054 S De Anza Blvd, San Jose, CA 95129 |
|
40899xxxx0 |
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Legacy Wealth Advisors |
2001 Gateway Pl, San Jose, CA 95110 |
|
40845xxxx0 |
ed@l*****.com |
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Nova Law Group |
800 W El Camino Real, Ste 180 Mountain View, CA 94040 |
|
65081xxxx0 |
zac*********@n***********.com |
5 |
7 |
5 |
26 |
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S4 Capital |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40823xxxx0 |
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11 |
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Hynek Financial Adviser's |
333 W Santa Clara St # 606, San Jose, CA 95113 |
|
40899xxxx0 |
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Stasiak Ronald |
51 E Campbell Ave, Campbell, CA 95008 |
|
40837xxxx0 |
ame******************@a***.com |
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FIG Capital |
1091 Lincoln Ave, San Jose, CA 95125 |
|
40829xxxx0 |
dhc*****@f*********.com |
5 |
2 |
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Hsu, Martin |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ale*********@m*.com |
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Alliance Investment |
5201 Great America Pkwy, Santa Clara, CA 95054 |
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40852xxxx9 |
abb*******@i*******.com |
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Sumida Tax and Financial Services |
10420 S De Anza Blvd, Cupertino, CA 95014 |
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40844xxxx7 |
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Nguyen, Tom |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx2 |
ale*********@m*.com |
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Warthen, C |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx3 |
ale*********@m*.com |
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Fornine Investment Co |
2377 Senter Rd, San Jose, CA 95112 |
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40829xxxx5 |
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Edward Jones - Financial Advisor: Robert W Diaz |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
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40874xxxx0 |
a.j*********@e**********.com |
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82 |
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McAtee, Barbara L, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
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40891xxxx0 |
bar*************@a***.com |
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Tesoro Financial Group |
607 N 1st St, San Jose, CA 95112 |
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40881xxxx3 |
jav*********@f*************.com |
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223 |
5 |
1 |
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James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx9 |
dns*****@a***.com |
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Ting O’Connor - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
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40891xxxx8 |
abc***@u**.com |
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Ubs |
50 W San Fernando St Fl 8, San Jose, CA 95113 |
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40828xxxx0 |
aar*******@u**.com |
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230155 |
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243000 |
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First Tax & Financial |
478 E Santa Clara St, San Jose, CA 95112 |
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40829xxxx5 |
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Accountable Financial Services |
2025 Gateway Pl Ste 365, San Jose, CA 95110 |
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40849xxxx0 |
adm**@d*********.com |
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Ameriprise Financial Services, Inc. |
1919 S Bascom Ave Ste 100, Campbell, CA 95008 |
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40896xxxx0 |
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Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
alf***********@a***.com |
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128 |
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Yoshihara Financial Group |
161 Jackson St # 210, San Jose, CA 95112 |
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40828xxxx0 |
mic****@y*****************.com |
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Corinthian Wealth Management |
1625 The Alameda, San Jose, CA 95126 |
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40899xxxx5 |
cde***@c***************.com |
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20 |
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Edward Chiang, CPA |
2007 W Hedding St Ste 209 San Jose, CA 95128 |
|
40824xxxx2 |
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4.1 |
12 |
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Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx7 |
arn**********@a***.com |
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93 |
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97 |
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Sage Point Financial |
4950 Hamilton Ave Ste 107, San Jose, CA 95130 |
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40837xxxx7 |
dom****@a***********.com |
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2773 |
26 |
3300 |
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Diaz-Christians Accountancy |
1290 Scott Blvd, Santa Clara, CA 95050 |
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40855xxxx4 |
dct**@d**************.com |
5 |
9 |
4.7 |
29 |
5 |
6 |
77 |
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80 |
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Venture CFO, a CPA and Consulting Firm |
Serving theSan Jose Area |
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40899xxxx0 |
amb*********@i*****.com |
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Chamberlain Financial Planning & Wealth Management |
644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030 |
|
80034xxxx0 |
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5 |
1 |
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Southwest Expressway Investors |
1540 Southwest Expy, San Jose, CA 95126 |
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40829xxxx9 |
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Valerie Nguyen-Private Client Advisor |
50 W Fernando St, San Jose, CA 95113 |
|
40831xxxx1 |
aab****@b************.com |
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H&R Block |
1597 Tully Rd Ste 10 San Jose, CA 95122 |
|
40825xxxx3 |
aab***@h******.com |
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1 |
3 |
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Raymond James Financial |
3031 Tisch Way Ste 508, San Jose, CA 95128 |
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40864xxxx6 |
aar************@r***********.com |
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17357 |
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Son Nguyen CPA |
969 Story Rd Ste 6021 San Jose, CA 95122 |
|
40829xxxx8 |
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2.5 |
19 |
1.7 |
42 |
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Todd Ferreira - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx4 |
amb****************@a***.com |
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63 |
4 |
62 |
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Lynch, Dianne |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.com |
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Vera Business & Tax Services |
111 W Saint John St, San Jose, CA 95113 |
|
40856xxxx2 |
abh****@v******.com |
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Jim Slacke Assiet Preservation |
1625 The Alameda Ste 205, San Jose, CA 95126 |
|
40821xxxx2 |
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Herminia Ojeda - Financial Advisor, Ameriprise Financial Services |
920 Saratoga Ave Ste 105C, San Jose, CA 95129 |
|
40849xxxx9 |
dns*****@a***.com |
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49 |
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50 |
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Richard Woo - Financial Advisor, Ameriprise Financial Services, LLC |
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dns*****@a***.com |
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Tax Offices of KBLAA |
2266 Senter Rd Ste 146 San Jose, CA 95112 |
|
40843xxxx9 |
inf*@k****.com |
2.3 |
6 |
3 |
7 |
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Jain, Anshu |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx7 |
ale*********@m*.com |
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11 |
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Platinum Investment Partners |
6155 Almaden Expy Ste 100, San Jose, CA 95120 |
|
40826xxxx7 |
b.r*****@p*******.com |
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14 |
25 |
14 |
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Andrade Tax Service |
1565 Alum Rock Ave, San Jose, CA 95116 |
|
40827xxxx2 |
con****@s*********.com |
3.7 |
3 |
4.3 |
10 |
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Lawton, Ann |
Los Gatos, CA 95032 |
|
40835xxxx5 |
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Shahhosseini, Ali |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ale*********@m*.com |
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11 |
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CW Capital |
4960 Almaden Expy, San Jose, CA 95118 |
|
40899xxxx5 |
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TaxMasters |
3550 Stevens Creek Blvd Ste 330, San Jose, CA 95117 |
|
40823xxxx4 |
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David Tozer Certified Fina Ncia Planner |
1610 Blossom Hill Rd, San Jose, CA 95124 |
|
40826xxxx0 |
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Citi Pwm |
1096 Blossom Hill Rd, San Jose, CA 95123 |
|
40826xxxx9 |
aak**********@c*******.com |
3.9 |
23 |
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Danny Nguyen Corporation |
1221 Story Rd, San Jose, CA 95122 |
|
40829xxxx5 |
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Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ |
12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070 |
|
40887xxxx1 |
a.j*********@e**********.com |
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87384 |
|
100000 |
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Tax Deferral Strategies |
3031 Tisch Way Ste 901 San Jose, CA 95128 |
|
40826xxxx6 |
car*@d*******.com |
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5 |
1 |
5 |
7 |
264 |
|
267 |
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A1 Immigration & Travels |
500 Amalfi Lp Milpitas, CA 95035 |
|
40864xxxx5 |
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Safety Verified Financial Service |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40872xxxx5 |
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Vested Financial Planning |
San Carlos, CA 94070 |
|
65071xxxx4 |
edb*************************************@w*****************.com |
|
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5 |
33 |
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165 |
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Platinum Investment Partners Inc |
5540 Almaden Expy, San Jose, CA 95118 |
|
40826xxxx7 |
b.r*****@p*******.com |
|
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13 |
25 |
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Money-Ed |
2705 Somerset Park Cir, San Jose, CA 95132 |
|
20661xxxx7 |
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Morgan Stanley Wealth Management |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx4 |
acm***********@m************.com |
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David Gambelin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx1 |
acm***********@m************.com |
5.01 |
|
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Into Wealth Inc |
2077 Gold St, Alviso, CA 95002 |
|
40826xxxx8 |
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Kevin Lee & Associates |
2099 Gold St, Alviso, CA 95002 |
|
40858xxxx5 |
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|
Bayzaie, Nooran |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx9 |
ale*********@m*.com |
2.7 |
16 |
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|
Laue Capital Management |
Morgan Hill, CA 95037 |
|
40878xxxx3 |
3d@l**************.webs |
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Wealth Cairn |
910 E Hamilton Ave Ste 350 Campbell, CA 95008 |
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40852xxxx8 |
c18*****************************@s*****.wixpress |
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235 |
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Citi PWM |
2189 Quimby Rd, San Jose, CA 95122 |
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40853xxxx5 |
aak**********@c*******.com |
3.2 |
25 |
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Barbara Young - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40828xxxx9 |
bre***********@u**.com |
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Unchained Financial Services |
410 E Santa Clara St Unit #558, San Jose, CA 95113 |
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inf*@u**********.com |
5 |
1 |
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1158 |
23 |
1100 |
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AMC Tax |
2635 Cunningham Ave Ste 23 San Jose, CA 95145 |
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14082xxxxx0 |
alf****@a*************.com |
4.1 |
103 |
3.8 |
34 |
4.9 |
309 |
5475 |
173 |
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Le, Thuyhuong |
1919 S Bascom Ave Ste 100, Campbell, CA 95008 |
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40896xxxx0 |
dns*****@a***.com |
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Wells Fargo Advisors |
1715 Landess Ave, Milpitas, CA 95035 |
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40858xxxx6 |
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Lloyd, William |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx6 |
ale*********@m*.com |
2.7 |
16 |
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Quest Financial Group |
2900 Gordon Ave Ste 100, Santa Clara, CA 95051 |
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40873xxxx8 |
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L & A |
30 Union Ave, Campbell, CA 95008 |
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40837xxxx1 |
ame******************@a***.com |
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132688 |
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134000 |
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Silicon Valley Wealth Management Group |
560 S Winchester Blvd Ste 500, San Jose, CA 95128 |
|
40870xxxx4 |
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4 |
2 |
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Thanh Tin Financial Services |
3501 Thomas Rd, Santa Clara, CA 95054 |
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40872xxxx7 |
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1 |
2 |
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Sanjiv Gupta, CPA |
4075 Evergreen Village Sq Ste 220 San Jose, CA 95135 |
|
40820xxxx2 |
inf*@s********.com |
3 |
2 |
4.6 |
9 |
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Capital Planning Partners |
1 Almaden Blvd Ste 610, San Jose, CA 95113 |
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40899xxxx3 |
inf*@d*************.com |
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Siena Wealth Management |
3055 Olin Ave, San Jose, CA 95128 |
|
40824xxxx0 |
rho****@s**********.com |
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5382 |
47 |
5500 |
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Pace, Carlton, CFP |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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Charles Schwab |
438 E El Camino Real, Sunnyvale, CA 94087 |
|
40852xxxx0 |
app*******************@s*****.com |
3.6 |
16 |
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Global Properties & Financial |
2670 S White Rd, San Jose, CA 95148 |
|
40827xxxx0 |
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Laura Jarrell-Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx1 |
acm***********@m************.com |
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Edin Begovic |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40846xxxx9 |
aar*********@w*********.com |
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Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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Marshall Fiduciary Services |
1190 S Bascom Ave Ste 121, San Jose, CA 95128 |
|
40887xxxx9 |
lea*@m****************.com |
5 |
2 |
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5 |
1 |
Financial Advisors U.S. Bancorp Investments |
2875 The Villages Pkwy, San Jose, CA 95135 |
|
40822xxxx1 |
aar************@u*****.com |
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345471 |
5393 |
348000 |
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Financial Partners |
224 Airport Pkwy, San Jose, CA 95110 |
|
65032xxxx8 |
inf*@t*************.com |
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Valey Tax and Financial Services Inc |
4340 Almaden Expy Ste 132, San Jose, CA 95118 |
|
40872xxxx0 |
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Thrivent Financial |
2797 Park Ave, Santa Clara, CA 95050 |
|
40824xxxx5 |
a.v@t*******.com |
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Sunset Investment Group |
900 Teakwood Ct, Los Gatos, CA 95032 |
|
40842xxxx2 |
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Harshad Shah Financial Service |
2690 S White Rd, San Jose, CA 95148 |
|
40823xxxx0 |
inf*@m**************.com |
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Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
5 |
3 |
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169 |
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169 |
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Delgado & Associates |
18625 Sutter Blvd Ste 400 Morgan Hill, CA 95037 |
|
40837xxxx0 |
joh*@t*****.net |
5 |
4 |
4.7 |
12 |
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Caruso Family Financial Advisors LLC |
4990 Speak Ln # 280, San Jose, CA 95118 |
|
40844xxxx6 |
use*@d*****.com |
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Securities America Sure Tax Consultants |
1530 Meridian Ave, San Jose, CA 95125 |
|
40897xxxx0 |
aad********@s****************.com |
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GALLINA LLP |
60 S Market St Ste 1550, San Jose, CA 95113 |
|
40829xxxx5 |
aa@g******.com |
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5132 |
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Heckman Financial & Insurance Services Inc-HFIS |
333 W Santa Clara St 6th Floor, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
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100 |
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Global Properties & Financial Services Inc |
2053 Wendover Ln, San Jose, CA 95121 |
|
40827xxxx0 |
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Gulati Financial & Insurance Services |
2350 Mission College Boulevard Suite-1160, Santa Clara, CA 95054 |
|
40898xxxx0 |
ani*@g**************.com |
3 |
2 |
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Casey Galdieri - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
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BookSoEasy |
1459 18th St Ste 246 San Francisco, CA 94107 |
|
41524xxxx2 |
ake**@b*********.com |
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4.7 |
15 |
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Wells Fargo Advisors |
191 Branham Ln, San Jose, CA 95136 |
|
40836xxxx1 |
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Mark Shaheen |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40860xxxx2 |
aar*********@w*********.com |
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Wells Fargo Private Bank |
225 W Santa Clara St Ste 1400, San Jose, CA 95113 |
|
40894xxxx0 |
aar**********@w*********.com |
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153810 |
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11 |
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Mehta Financial Services |
544 Valley Way, Milpitas, CA 95035 |
|
40894xxxx0 |
bha***@m*****************.com |
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Post Risk Management |
1777 Hamilton Ave, San Jose, CA 95125 |
|
40844xxxx8 |
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O'Connor, Ting |
5300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40826xxxx1 |
ale*********@m*.com |
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Land Home Financial Services |
2670 S White Rd, San Jose, CA 95148 |
|
40822xxxx0 |
ali**********@l***.com |
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4492 |
731 |
4600 |
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Henry Hormozian Financial Service |
6475 Camden Ave, San Jose, CA 95120 |
|
40867xxxx0 |
inf*@h******************.com |
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Lisa C Silva, CPA/PFS - Taxes By Design |
15325 Calle Enrique Ste 1 Morgan Hill, CA 95037 |
|
66925xxxx0 |
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4.7 |
13 |
5 |
11 |
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Solutions Wealth Management |
1777 Hamilton Ave #1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
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E4U Financial Service Inc |
5201 Great America Pkwy, Santa Clara, CA 95054 |
|
40864xxxx6 |
cfk@k***.dk |
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Peter Jung - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
40855xxxx3 |
dns*****@a***.com |
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Young & Lucero Wealth Consulting Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx8 |
abc*******@u**.com |
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ALCA Financial Services, Inc. |
4249 Macedo Pl, Santa Clara, CA 95054 |
|
40830xxxx0 |
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Investmart of Silicon Valley |
55 Almaden Blvd, San Jose, CA 95113 |
|
40829xxxx0 |
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Stephanie Atalla - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx4 |
dns*****@a***.com |
|
6 |
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16 |
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20 |
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Silicon Valley Tax and Accounting |
20111 Stevens Creek Blvd Ste 270 Cupertino, CA 95014 |
|
40849xxxx6 |
inf*@s*****.com |
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3.3 |
30 |
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Clarissa Ramos - Associate Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
cla*************@a***.com |
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Compt Financial Consulting LLC |
177 Park Avenue San Jose CA 95113, San Jose, CA 95113 |
|
80036xxxx9 |
inf*@c****.co |
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Adriaan Financial Associates |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
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40820xxxx6 |
ald*@a**********.com |
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Stonebrook Asset Management |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
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40829xxxx3 |
inf*@s************.com |
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Embarcadero Capital Partners |
1 Almaden Blvd, San Jose, CA 95113 |
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40828xxxx0 |
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Behnam Halali |
120 Blossom Hill Rd Ste 10, San Jose, CA 95123 |
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40828xxxx0 |
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Yeh, Michelle |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx8 |
ale*********@m*.com |
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Kruse and Associates |
1680 The Alameda, San Jose, CA 95126 |
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40826xxxx7 |
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Firsthand Capital Management |
101 Park Center Plz, San Jose, CA 95113 |
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40829xxxx0 |
mir*****@f***********.com |
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Stewart Taylor - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
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40875xxxx0 |
aar*******************@p*********.com |
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Thomas Woodell - Financial Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
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40891xxxx6 |
dns*****@a***.com |
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Coast Financial Management |
4250 Williams Rd, San Jose, CA 95129 |
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40864xxxx5 |
3d@**w.coastfinancialservices |
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Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
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40891xxxx0 |
dns*****@a***.com |
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Cambridge Investment Research |
1754 Technology Dr Ste 122, San Jose, CA 95110 |
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40897xxxx0 |
bra*********@s****.com |
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Cheung & Chu CPA |
20111 Stevens Creek Blvd, Cupertino, CA 95014 |
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40821xxxx1 |
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Merrill Lynch Financial Advisor Jackson Thoreson |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx4 |
aar**********@s*****.com |
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Lavante Inc |
5285 Hellyer Ave, San Jose, CA 95138 |
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40899xxxx8 |
bet**********@l******.com |
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MORE MONEY FINANCIAL ADVISORY |
5691 Tucson Dr Apt 4, San Jose, CA 95118 |
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40828xxxx5 |
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Ann G Chiang, CPA |
111 N Market St, Ste 100, San Jose, CA 95126 |
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40839xxxx8 |
ann@c********.com |
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1 |
1 |
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Primerica |
90 Great Oaks Blvd, San Jose, CA 95119 |
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40822xxxx0 |
a.-*******************@p********.com |
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Phil Nguyen - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
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40896xxxx7 |
amb****************@a***.com |
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63 |
4 |
62 |
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Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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Morgan Stanley Wealth Management |
1310 El Paseo De Saratoga, San Jose, CA 95130 |
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40837xxxx0 |
aar***********@m***********************.com |
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KPGCPA Financial Services Inc. |
390 Spar Ave Ste 101, San Jose, CA 95117 |
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40847xxxx3 |
inf*@k*****.net |
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Gray, Lauren |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx4 |
ale*********@m*.com |
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W Haskins Brooke Cfp |
15 Montebello Way, Los Gatos, CA 95030 |
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40839xxxx0 |
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Cumulus Financial Group |
900 E Hamilton Ave, Campbell, CA 95008 |
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40882xxxx9 |
use*@c***************.com |
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5 |
1 |
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Wells Fargo Advisors |
50 W San Francisco St, San Jose, CA 95113 |
|
40828xxxx0 |
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One Wealth Management |
2150 N First St Suite 500, San Jose, CA 95131 |
|
40848xxxx0 |
aak***@o************.com |
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343 |
86 |
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Liberty Tax |
5510 Almaden Expy, San Jose, CA 95118 |
|
66954xxxx0 |
aar***@l*********.com |
4.9 |
213 |
4.5 |
97 |
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105718 |
14089 |
106000 |
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The Seay Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
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J Kenneth Palmer, CFP |
1250 Aviation Ave Ste 260, San Jose, CA 95110 |
|
40888xxxx0 |
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Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
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4.9 |
31 |
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Edward Jones - Financial Advisor: Shane Jacksteit |
298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086 |
|
40882xxxx4 |
and*******@c*************.ca |
5 |
2 |
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The Cymrot Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
3.02 |
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Coast Financial Services, Inc. |
4340 Stevens Creek Blvd #161, San Jose, CA 95129 |
|
40899xxxx5 |
ada*@c*********************.com |
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23 |
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Pace Wealth Management Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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AAlpha And Omega Tax Service |
San Jose, CA 95113 |
|
40888xxxx2 |
ana***@g****.com |
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5 |
26 |
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La Fosse Asset Management |
812 Pollard Rd, Los Gatos, CA 95032 |
|
40837xxxx7 |
abh*****@m**********.com |
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4045 |
124 |
4700 |
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Viet Nguyen - Prudential Financial |
1731 Technology Dr #600, San Jose, CA 95110 |
|
40875xxxx7 |
aar*******************@p*********.com |
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Ravi Tax Preparation Services, Inc |
690 W Fremont Ave, Sunnyvale, CA 94087 |
|
40873xxxx6 |
inf*@r******.com |
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1 |
2 |
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Phillip Moehrke - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
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Fireside Financial Planning |
1975 Hamilton Ave Ste 6A, San Jose, CA 95125 |
|
40837xxxx1 |
cb.*********@g****.com |
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Advanced Financial Network |
3750 Mckee Rd, San Jose, CA 95127 |
|
40892xxxx1 |
ana*******@a****.com |
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171815 |
|
185000 |
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Ubaldi, Nancy |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx8 |
abc***@u**.com |
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True Arrow Capital |
4320 Stevens Creek Blvd, San Jose, CA 95129 |
|
40856xxxx8 |
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Heckman Financial & Insurance Services |
333 W Santa Clara St Ste 604 San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
5 |
2 |
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100 |
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Ap Children Investment |
855 Tasman Dr, Milpitas, CA 95035 |
|
40843xxxx0 |
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Dangs Investment Inc |
3151 Senter Rd, San Jose, CA 95111 |
|
40897xxxx9 |
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Credit Repair Bay Area |
1172 Murphy Ave Ste 208 San Jose, CA 95131 |
|
40829xxxx0 |
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4.7 |
13 |
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Jason Silva - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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Swetha |
887 Valencia Dr, Milpitas, CA 95035 |
|
40868xxxx4 |
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Phyo Aung |
50 W San Fernando St, San Jose, CA 95113 |
|
51038xxxx4 |
aar*********@w*********.com |
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Henry Hormozian Financial Services |
6475 Camden Ave, San Jose, CA 95120 |
|
40867xxxx0 |
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John Plaza |
835 Blossom Hill Rd Ste 220, San Jose, CA 95123 |
|
40844xxxx0 |
inf*@f**********.com |
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83 |
|
114 |
5 |
1 |
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Quantum Capital Fund |
2350 Mission College Blvd, Santa Clara, CA 95054 |
|
40851xxxx0 |
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Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
5 |
1 |
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B & R Accounting |
1900 Camden Ave Ste 204, San Jose, CA 95124 |
|
40824xxxx6 |
bob**@b**************.com |
5 |
7 |
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Carol Hack - Thrivent |
1515 Meridian Ave Ste 201, San Jose, CA 95125 |
|
40848xxxx9 |
adm**@d***********.com |
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Eddie Caceres |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
92544xxxx0 |
aar*********@w*********.com |
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GlobalFluency |
1494 Hamilton Ave San Jose, CA 95125 |
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40867xxxx0 |
ahe*******@g************.com |
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Sunhill Investments |
Cupertino, CA 95014 |
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40825xxxx6 |
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Wayne Loi - Wealth Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40849xxxx6 |
3d@b************.com |
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3.2 |
1063 |
98496 |
1593 |
99000 |
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Freedom Equity Group |
1500 E Hamilton Ave, Campbell, CA 95008 |
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40834xxxx2 |
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Oakhurst Financial |
1059 Fremont Ave Los Altos, CA 94024 |
|
40821xxxx3 |
jer**@o****************.com |
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5 |
5 |
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Investment House LLC |
1515 Lincoln Ave, San Jose, CA 95125 |
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40828xxxx3 |
joa***@y******************.com |
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DJM Capital |
60 S Market St, San Jose, CA 95113 |
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40827xxxx6 |
afu***@d*********.com |
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CFG Wealth Management |
2130 The Alameda, San Jose, CA 95126 |
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85855xxxx0 |
ale**********@c*****.com |
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Kabitsis, Spiridon, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
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40891xxxx0 |
ame******************@a***.com |
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Wells Fargo Advisors |
130 Blossom Hill Rd, San Jose, CA 95123 |
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40857xxxx1 |
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Ameriprise Financial |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx8 |
ame******************@a***.com |
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132688 |
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134000 |
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Primerica |
1425 Koll Cir, San Jose, CA 95112 |
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40843xxxx8 |
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Morgan Stanley Financial Advisors |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
3d@a******.morganstanley |
5 |
1 |
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Rita Rothstein - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx1 |
acm***********@m************.com |
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Symons R Kenneth Certified Financial Planner |
659 Mccarty Ave, Mountain View, CA 94041 |
|
65096xxxx7 |
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Stratys Consulting |
360 S Kiely Blvd Ste 250 San Jose, CA 95129 |
|
40855xxxx0 |
che********@s****************.com |
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5 |
6 |
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187 |
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BASH Luxuries |
San Jose, CA 95134 |
|
65045xxxx6 |
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Ambar Financial Grp |
2242 Camden Ave, San Jose, CA 95124 |
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40837xxxx0 |
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Galiher, Gaylord |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx4 |
ale*********@m*.com |
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Kotov, Dimitar, AGT |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx7 |
ame******************@a***.com |
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132688 |
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134000 |
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Michael Garber Financial Planning |
111 N Market St Ste 300, San Jose, CA 95113 |
|
40845xxxx8 |
853*************************************@w*****************.com |
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Sargenti, Gary |
99 Almaden Blvd, San Jose, CA 95113 |
|
40894xxxx0 |
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Altos Financial Planning Associates |
4100 Moorpark Ave Ste 104, San Jose, CA 95117 |
|
40824xxxx1 |
alt*******@e********.net |
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Citi Personal Wealth Management |
2189 Quimby Rd, San Jose, CA 95122 |
|
40853xxxx5 |
aar**********@c********.com |
3.2 |
25 |
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Stasiak Ronald |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40862xxxx8 |
ame******************@a***.com |
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132688 |
|
134000 |
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Tran, Sandy |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
ale*********@m*.com |
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11 |
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George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
ani*********@a***.com |
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396 |
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Elim Investment Company |
1765 Scott Blvd, Santa Clara, CA 95050 |
|
40836xxxx5 |
che*************@g****.com |
5 |
5 |
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Patricia A. Beckwith, CPA |
4630 Soquel Dr Ste 3 Soquel, CA 95073 |
|
83166xxxx5 |
tri**@s***********.com |
4.7 |
6 |
5 |
10 |
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Manu, Sandy, CFP |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx4 |
ale*********@m*.com |
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LPL Financial |
1735 N First St UNIT 109, San Jose, CA 95112 |
|
40844xxxx8 |
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Ainsley Capital Management |
43 Harrison Ave, Campbell, CA 95008 |
|
40851xxxx3 |
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Declaration Services |
2025 Gateway Pl Ste 228, San Jose, CA 95110 |
|
40845xxxx0 |
cae****@d******************.com |
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Donald A. Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx8 |
don****@r**.com |
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12495 |
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Benchmark Financial Solutions |
595 Park Ave Ste 102, San Jose, CA 95110 |
|
40828xxxx5 |
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Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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Philip J. Cunningham - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx6 |
acm***********@m************.com |
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Progress Financial Corp |
San Jose, CA 95127 |
|
40834xxxx0 |
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Wang Jeff |
1731 Technology Dr, San Jose, CA 95110 |
|
40850xxxx5 |
jor***@i**************.com |
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Darrell Shideler |
2021 The Alameda #390, San Jose, CA 95126 |
|
40898xxxx7 |
ale*************@t*******.com |
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3 |
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411910 |
|
406026 |
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Jianyi Investment Development Inc |
4633 Old Ironsides Dr, Santa Clara, CA 95054 |
|
40898xxxx9 |
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Juan Reyes, CPA - Books To Scale |
2110 K St Ste 115 Sacramento, CA 95816 |
|
20996xxxx3 |
jua*@b***********.com |
5 |
3 |
5 |
8 |
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Sequoia Financial Group |
987 University Ave Ste 8, Los Gatos, CA 95032 |
|
40839xxxx2 |
ach***@s****************.com |
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Natalie Qiu & Associates, An Accountancy Corporation |
2025 Gateway Pl Ste 110, San Jose, CA 95110 |
|
40832xxxx2 |
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SES Credit Repair |
1313 N Milpitas Blvd Ste 130 Milpitas, CA 95035 |
|
40882xxxx0 |
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4.2 |
5 |
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Adriatic Holding Inc |
3380 Edward Ave, Santa Clara, CA 95054 |
|
40898xxxx0 |
aar**********@n*********.com |
4.5 |
144 |
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Kim, Dave |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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Chiem, Jonathan |
525 W Remington Dr, Sunnyvale, CA 94087 |
|
40860xxxx6 |
a****00@a*******.com |
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Callan and Lindahl Wealth Management |
1100 Lincoln Ave, San Jose, CA 95125 |
|
40828xxxx0 |
gre************@l**.com |
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Wells Fargo Advisors |
3920 Rivermark Plz, Santa Clara, CA 95054 |
|
40833xxxx0 |
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Frontier Financial Service |
3081 Brandywine Dr, San Jose, CA 95121 |
|
40827xxxx0 |
inf*@f********************.com |
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34 |
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Raymond James |
51 E Campbell Ave Unit 109, Campbell, CA 95009 |
|
40837xxxx0 |
con****@a**********.com |
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Paine Financial & Insurance Services, Inc. |
1153 Lincoln Ave D, San Jose, CA 95125 |
|
40899xxxx1 |
chr******@p*************.com |
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Haq, Mark, AGT |
355 Santana Row, San Jose, CA 95128 |
|
40891xxxx0 |
abc*******@u**.com |
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Primerica |
3350 Scott Blvd, Santa Clara, CA 95054 |
|
40898xxxx0 |
a.-*******************@p********.com |
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Technology Financial Consultant |
1408 Sanborn Ave, San Jose, CA 95110 |
|
66930xxxx6 |
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Von Baron Wealth Management |
174 N 14th St, San Jose, CA 95112 |
|
40888xxxx0 |
inf*@v*********.com |
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Quach, Chien, Styczynski & Associates - Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
ale************@a***.com |
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Troy Beck - Thrivent |
2021 The Alameda Ste 140, San Jose, CA 95126 |
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92042xxxx6 |
adm**@d***********.com |
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Northwestern Mutual - Dan Madsen |
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web******@n*****************.com |
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Adam Ward - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 · ~16.7 mi |
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40891xxxx9 |
ada********@a***.com |
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132839 |
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4 |
1 |
Diwakar Taxes |
2332 Walsh Ave, Santa Clara, CA 95051 |
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40824xxxx5 |
ami*@d***********.com |
3.6 |
109 |
4.3 |
177 |
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Vergara, Angela |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx9 |
ale*********@m*.com |
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Clifton Santikul - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx5 |
rbc*********@r**.com |
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Liquid Equity Partners, LLC |
5706 Cahalan Ave #23891, San Jose, CA 95123 |
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40891xxxx8 |
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5 |
2 |
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David A Heiman - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx2 |
acm***********@m************.com |
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Piedmont Avenue Consulting |
3873 Piedmont Ave Ste 2 Oakland, CA 94611 |
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51030xxxx6 |
aub***@p**********.com |
5 |
6 |
5 |
40 |
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580 |
9 |
577 |
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Kyaw, Tin |
50 W San Fernando St, San Jose, CA 95113 |
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40828xxxx3 |
ale*********@m*.com |
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Merrill Lynch Financial Advisor Huan "Ruth" Lai |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx8 |
ale*********@m*.com |
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Tehrani, Ahmad, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx4 |
ame******************@a***.com |
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132688 |
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134000 |
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Eric Susantio - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx6 |
abc***@u**.com |
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Flex Tax and Consulting Group |
1160 Battery St E, Ste 100 San Francisco, CA 94111 |
|
41586xxxx8 |
ale******@f******.com |
4.8 |
53 |
4.8 |
151 |
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1171 |
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1100 |
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Jerome A Bellotti & Associates, A Division of SingerLewak |
985 University Ave Ste 8, Los Gatos, CA 95032 |
|
40887xxxx5 |
aac****@s**********.com |
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Fidelity Investments |
4160 North First Street, San Jose, CA 95134 |
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80054xxxx9 |
a61****@f*******.com |
2.9 |
22 |
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329208 |
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353000 |
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Scharf Investments |
16450 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40840xxxx4 |
aar**@s****************.com |
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James, Cheryl |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx0 |
ale*********@m*.com |
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Dmgm Investments |
1711 Rogers Ave, San Jose, CA 95112 |
|
40845xxxx0 |
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Daves Ave Investments |
17994 Daves Ave, Monte Sereno, CA 95030 |
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40835xxxx1 |
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Liberty Tax |
32619 Alvarado Blvd, Union City, CA 94587 |
|
51047xxxx5 |
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4.6 |
51 |
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Lynch, Dianne, CFP |
225 W Santa Clara St, San Jose, CA 95113 |
|
40896xxxx3 |
dal*************@a***.com |
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PrincipleTax , Accounting and Wealth Management |
1975 O'Toole Way San Jose, CA 95131 |
|
40886xxxx0 |
inf*@p***********.com |
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2.1 |
32 |
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Lillian Moore - State Farm Insurance Agent |
5520 Almaden Expy San Jose, CA 95118 |
|
40826xxxx0 |
u00**@i******************.com |
4.9 |
51 |
4.6 |
13 |
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Kpmg |
3975 Freedom Cir, Santa Clara, CA 95054 |
|
40836xxxx4 |
aab***@k***.com |
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419709 |
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440000 |
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Gary D Sargenti - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
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Merrill Lynch Financial Advisor Lauren Mader Gray |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ann********@m*.com |
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Fidelity Investments |
4160 N 1st St, San Jose, CA 95134 |
|
80054xxxx9 |
a61****@f*******.com |
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329005 |
|
352000 |
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Silicon Valley Financial Group |
950 S Bascom Ave, San Jose, CA 95128 |
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40828xxxx0 |
bec**@s***.com |
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Early Growth Financial Services |
2033 Gateway Pl Fl 5 San Jose, CA 95110 |
|
41523xxxx7 |
ada****@e***************************.com |
2.3 |
3 |
4.6 |
12 |
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490 |
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The Castaneda Sargenti Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx1 |
phi*************@r**.com |
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Gold Hill Capital Management |
1 Almaden Blvd Ste 630, San Jose, CA 95113 |
|
40820xxxx0 |
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Parkworth Wealth Management, Inc. |
100 Century Center Ct Ste 670, San Jose, CA 95112 |
|
40843xxxx0 |
adv***@p********.com |
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30 |
2 |
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401K Concepts |
1289 S Park, Milpitas, CA 95035 |
|
40894xxxx8 |
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Lpl Financial |
1735 N 1st St Ste 109, San Jose, CA 95112 |
|
40844xxxx3 |
aar********@l**.com |
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20102 |
232 |
21000 |
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Bank of America Private Client Advisor Matthew Jude Howard |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40861xxxx5 |
ban**********@e****.bankofamerica |
1.01 |
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Grindy Tax Service |
2247 Camden Ave, San Jose, CA 95124 |
|
40837xxxx2 |
ali***@g********.com |
5 |
4 |
3.4 |
7 |
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Noval, Bradley, AGT |
1919 S Bascom Ave, Campbell, CA 95008 |
|
40896xxxx9 |
ame******************@a***.com |
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132688 |
|
134000 |
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CLA CliftonLarsonAllen |
60 S Market St, San Jose, CA 95113 |
|
40829xxxx5 |
aar********@c*********.com |
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5239 |
|
5700 |
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MCF Recreational Financing |
1936 Camden Ave, San Jose, CA 95124 |
|
40855xxxx3 |
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Emily Van Hoorickx - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
bre***********@u**.com |
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Ting O’Connor - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx8 |
bre***********@u**.com |
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Adriana Silva |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40872xxxx6 |
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Silicon Valley Bank |
3003 Tasman Dr, Santa Clara, CA 95054 |
|
40865xxxx0 |
aa@s**.com |
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6 |
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7 |
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Merrill Lynch Financial Advisor Tom Nguyen |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.com |
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Wells Fargo Advisors |
1006 Blossom Hill Rd, San Jose, CA 95123 |
|
40844xxxx4 |
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Tax Professional Associates |
Santa Clara, CA 95051 |
|
40848xxxx6 |
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Opportunity Fund |
111 W St John St Ste 800 San Jose, CA 95113 |
|
86629xxxx3 |
ana***@o**************.org |
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2.4 |
14 |
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Essaw & Associates, CPA |
12 S 1st St Ste 411 San Jose, CA 95113 |
|
40830xxxx9 |
527******@**.com |
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5 |
2 |
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Matthew Whitfield |
Danville, CO 94506 |
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Lun Mai - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx6 |
cla*************@a***.com |
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Raegen, Parker and Associates - Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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Wellspring Consulting Group |
2635 N First St #201, San Jose, CA 95134 |
|
40894xxxx2 |
ape**@w***********.com |
5 |
2 |
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Waddell & Reed Bay Area Market |
1999 S. Bascom Ave Suite 400, Campbell, CA 95008 |
|
40836xxxx0 |
6d3*************************************@w*****************.com |
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Dunham Associates, CPAs |
1884 The Alameda, San Jose, CA 95126 |
|
40826xxxx0 |
app*********@d*********.com |
5 |
10 |
3.6 |
31 |
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Lafferty Ventures Ltd |
2320 Walsh Ave, Santa Clara, CA 95051 |
|
40898xxxx5 |
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Wells Fargo Advisors |
1922 The Alameda, San Jose, CA 95126 |
|
40821xxxx6 |
a-w***************@w*****************.com |
|
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|
188351 |
|
189000 |
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U.s. Bank Atm - Capital Swap Meet |
3630 Hillcap Ave, San Jose, CA 95136 |
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80087xxxx7 |
dpr***@w*********.com |
4.2 |
1508 |
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4.7 |
267 |
25012 |
26675 |
32000 |
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Pirotta Financial Service |
1520 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
pir****@e********.net |
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H&R Block |
1426 El Paseo De Saratoga San Jose, CA 95130 |
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40837xxxx2 |
agi***@a*.nv |
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3.1 |
16 |
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The Pacific Coast Aspire Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx9 |
acc**********@m************.com |
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Papadoyannis & Associates - Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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396 |
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William S McKiernan |
243 W Main St, Los Gatos, CA 95030 |
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40840xxxx0 |
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Howlett Financial & Tax Service |
4522 Pacific Rim Way, San Jose, CA 95121 |
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40853xxxx4 |
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Morgan Stanley Wealth Management |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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BHATIA & CO, INC, CPAs |
4655 Old Ironsides Dr Ste 250, Santa Clara, CA 95054 |
|
40884xxxx1 |
ban**@b*******.com |
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5 |
10 |
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202 |
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Vn Investments |
60 N 13th St Ste C, San Jose, CA 95112 |
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40828xxxx8 |
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Pearce, Justin |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx2 |
ale*********@m*.com |
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Idzap |
Po Box 2586, Sunnyvale, CA 94087 |
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40862xxxx0 |
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Edward Jones - Financial Advisor: Steve Duffy |
900 Lafayette St Ste 503, Santa Clara, CA 95050 |
|
40824xxxx1 |
a.j*********@e**********.com |
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87384 |
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100000 |
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Harrison Financial-Foothill Securities Inc |
10536 Davison Ave, Cupertino, CA 95014 |
|
40872xxxx0 |
cop******@s*********.com |
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Byrnes, Terrence |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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HMC Associates |
12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070 |
|
40825xxxx9 |
ag@p***************.com |
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Ting O’Connor Private Wealth - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx8 |
abc***@u**.com |
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Davin Lundgren - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dav*************@a***.com |
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Sanjay Taxpro |
830 Stewart Dr Suite 134 Sunnyvale, CA 94085 |
|
40846xxxx9 |
bwo**********@s***********.com |
4.5 |
720 |
2.9 |
379 |
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Jonathan Stoft, Financial Advisor - Commonwealth Central Credit Union |
3075 Union Ave, San Jose, CA 95124 |
|
40853xxxx9 |
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Shashi Bhagat - Morgan Stanley |
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40894xxxx8 |
acm***********@m************.com |
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Chugh, LLP - Attorneys & CPAs |
1600 Duane Ave, Santa Clara, CA 95054 |
|
40897xxxx0 |
aad**********@c****.com |
4.8 |
24 |
4.5 |
18 |
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Wells Fargo Advisors |
1 Almaden Blvd, Suite 1000, San Jose, CA 95113 · ~16.7 mi |
|
40828xxxx0 |
ann*****************@w*****************.com |
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189211 |
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5 |
72 |
The Family Wealth Consulting Group |
1541 The Alameda, San Jose, CA 95126 |
|
40845xxxx0 |
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Castelli Financial |
236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030 |
|
40883xxxx4 |
joh*@c****************.com |
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5 |
36 |
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Leeward |
1046 W Taylor St, San Jose, CA 95126 |
|
40827xxxx7 |
joh*******@l***************.com |
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172 |
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ABC Tax and Accounting |
770 Kiely Blvd Ste 110 Santa Clara, CA 95051 |
|
40882xxxx9 |
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2 |
5 |
8 |
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Eric Susantio - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx6 |
bre***********@u**.com |
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Sm Law Associates |
651 W. Hamilton Ave, Ste 1000 Campbell, CA 95008 |
|
41531xxxx3 |
shi**@s*******.com |
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3.4 |
5 |
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27 |
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Nguyen David |
730 E El Camino Real Ste A, Sunnyvale, CA 94087 |
|
40873xxxx6 |
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First Street Wealth Advisors |
2635 N First St #230, San Jose, CA 95134 |
|
66934xxxx8 |
aic******@f*******.com |
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295944 |
|
13 |
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MFAS Homes Realty & Development |
6090 Hellyer Ave Unit 150 San Jose, CA 95138 |
|
40888xxxx8 |
inf*@m********.com |
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4.5 |
2 |
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521 |
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617 |
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Williams Howie And Associates A Branch Of American Express |
4675 Stevens Creek Blvd, Santa Clara, CA 95051 |
|
40826xxxx3 |
aar**@a**************.com |
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920868 |
|
79 |
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Edward Jones - Financial Advisor: Rafe Ann Du Bois |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
|
40867xxxx0 |
a.j*********@e**********.com |
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83511 |
|
92128 |
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Keegan John J Income Tax Service |
441 N Central Ave, Campbell, CA 95008 |
|
40837xxxx0 |
aar***@l*********.com |
3.6 |
5 |
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Altos Financial Planning Associates |
4100 Moorpark Ave, San Jose, CA 95117 |
|
40824xxxx1 |
alt*******@e********.net |
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Wells Fargo Advisors |
1111 Washington St, Santa Clara, CA 95050 |
|
40823xxxx0 |
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Lee, Michael |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx8 |
ale*********@m*.com |
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Trevarthen, Jeffrey, LO |
1213 Lincoln Ave, San Jose, CA 95125 |
|
40883xxxx5 |
abc***@g************.com |
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10507 |
2952 |
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Taxwest Services |
1101 S Winchester Blvd Ste A-107 San Jose, CA 95128 |
|
40864xxxx3 |
joh******@t**************.com |
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5 |
10 |
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Meriwest Credit Union |
117 N Milpitas Blvd Milpitas, CA 95035 |
|
18776xxxxx7 |
ace*******@m*******.com |
3.3 |
17 |
4.3 |
68 |
4 |
152 |
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E*TRADE - Temp. CLOSED |
124 University Ave Palo Alto, CA 94301 |
|
86678xxxx5 |
adv************@e*****.com |
|
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1.7 |
20 |
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166404 |
|
170000 |
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Investy Financial Services |
919 Story Rd Ste 1200, San Jose, CA 95122 · ~17.6 mi |
|
40885xxxx8 |
inf*@i********.com |
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223 |
65 |
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5 |
28 |
Moneylife |
9005 Village View Dr, San Jose, CA 95135 |
|
40825xxxx4 |
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SV San Jose Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
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Machado, Thomas |
50 W San Fernando St, San Jose, CA 95113 |
|
40858xxxx9 |
ale*********@m*.com |
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JPG Wealth Solutions Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
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Northwestern Mutual |
1190 Saratoga Ave #250, San Jose, CA 95129 |
|
40853xxxx0 |
a.-***********@n*****************.com |
5 |
1 |
|
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105805 |
16151 |
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FJ De La Cruz Investmnts |
12 S 1st St, San Jose, CA 95113 |
|
40828xxxx1 |
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Fast Tax & Financial Planning Inc |
98 S Abel St, Milpitas, CA 95035 |
|
40894xxxx3 |
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California Financial and Tax Services |
20370 Town Center Ln Ste 168 Cupertino, CA 95014 |
|
40899xxxx0 |
amy@c********.com |
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3.6 |
8 |
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Hruska Elias Cfp |
San Jose, CA 95129 |
|
40886xxxx9 |
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Ken Sotelo |
1021 Blossom Hill Rd, San Jose, CA 95123 |
|
40876xxxx6 |
aar*********@w*********.com |
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O'Connor, Ting |
355 Santana Row, San Jose, CA 95128 |
|
40891xxxx8 |
abc*******@u**.com |
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Scagliotti, Teresa |
987 University Ave, Los Gatos, CA 95032 |
|
40839xxxx7 |
eri*@s********************.com |
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Merrill Lynch Financial Advisor John H. Pham |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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Heckley Robert T Clu- Financial Consultant Chartered |
1800 Hamilton Ave San Jose, CA 95125 |
|
40899xxxx5 |
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Hilltop Financial Corporation |
860 Hillview Ct, Milpitas, CA 95035 |
|
40895xxxx8 |
ang*****@f*****************.com |
3.5 |
6 |
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Wells Fargo Advisors |
360 N Capitol Ave, San Jose, CA 95133 |
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40834xxxx5 |
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Liz Collins |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40833xxxx7 |
aar*********@w*********.com |
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Edward Jones - Financial Advisor: Linh B Thai |
298 S Sunnyvale Ave, Sunnyvale, CA 94086 |
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40873xxxx2 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Roat, Leon, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
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40891xxxx0 |
ame******************@a***.com |
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132834 |
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Stifel |
550 S Winchester Blvd, San Jose, CA 95128 |
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40898xxxx1 |
abb****@s*****.com |
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4743 |
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5200 |
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Edward Jones - Financial Advisor: Marisa C Otto |
275 Tennant Ave Ste 206A Morgan Hill, CA 95037 |
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40877xxxx0 |
a.j*********@e**********.com |
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5 |
1 |
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7 |
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Bane, Randall |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx1 |
ale*********@m*.com |
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Bay Area Financial Services |
12 S 1st St Ste 816, San Jose, CA 95113 |
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40828xxxx6 |
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Truong, My, CFP |
1700 Winchester Blvd, Campbell, CA 95008 |
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66930xxxx8 |
dns*****@a***.com |
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Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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169 |
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167 |
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Ann G Chiang, CPA |
2005 De La Cruz Blvd Ste 134 Santa Clara, CA 95050 |
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40839xxxx8 |
win***@c********.com |
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1 |
3 |
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Jfp Investment |
3550 Stevens Creek Blvd, San Jose, CA 95117 |
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40864xxxx8 |
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Bay Area Mortgage Financial Service |
12 S 1st St Ste 816, San Jose, CA 95113 |
|
40828xxxx6 |
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Ameriprise Financial |
2105 S Bascom Ave Ste 295, Campbell, CA 95008 |
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40866xxxx8 |
dns*****@a***.com |
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Oliveri, Rosario |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx6 |
ale*********@m*.com |
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Global Capital Wealth Management |
1048 Lincoln Ave, San Jose, CA 95125 |
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40827xxxx7 |
maz***@g*****.com |
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Wells Fargo Advisors |
1 Almaden Blvd Suite 1000, San Jose, CA 95113 |
|
40828xxxx0 |
abc***@w*****************.com |
5 |
1 |
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189175 |
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Smith, Lyle |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
2.7 |
16 |
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Asako Thompson - Morgan Stanley Financial Advisor |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx7 |
acm***********@m************.com |
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LPC Tax |
530 Showers Dr Ste 7-336 Mountain View, CA 94040 |
|
65044xxxx5 |
adm**@l*****.com |
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5 |
6 |
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Bisceglia Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc***@u**.com |
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Zhong & Sanchez |
97 E Brokaw Rd Ste 240 San Jose, CA 95112 |
|
51060xxxx1 |
arb****************@z***********.com |
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5 |
1 |
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100 |
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101 |
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Tax & Financial Solutions |
586 N 1st St, San Jose, CA 95112 |
|
40899xxxx7 |
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Mariner |
99 S Almaden Blvd #730, San Jose, CA 95113 |
|
40894xxxx1 |
aal*************@m********************.com |
5 |
2 |
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15 |
4400 |
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SMA Reserves |
2059 Camden Ave, San Jose, CA 95124 |
|
40830xxxx5 |
eri*@s**********.com |
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UBS Financial Services Inc |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx0 |
aar*******@u**.com |
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229697 |
|
242000 |
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Charles Schwab |
10 E Hamilton Ave #800, Campbell, CA 95008 |
|
40834xxxx0 |
ian***********@s*****.com |
3.3 |
11 |
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Quach, Chien, Styczynski & Associates - Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40888xxxx9 |
cor***********@a***.com |
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Corky Talley Financial Services |
140 Farnham Ct, San Jose, CA 95139 |
|
40822xxxx0 |
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Caravel Investments Inc |
3221 Stevens Creek Blvd, San Jose, CA 95117 |
|
40824xxxx7 |
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Primerica |
480 N 1st St Ste 213, San Jose, CA 95112 |
|
40864xxxx0 |
a.-*******************@p********.com |
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147443 |
4050 |
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Khushvinder P Singh CA Insurance Lic # 0C09920 |
1731 Technology Dr, San Jose, CA 95110 |
|
40845xxxx5 |
ksi***@f*.newyorklife |
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784 |
11 |
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Michael Adiutori - Financial Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx1 |
dns*****@a***.com |
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Centaurus Financial Inc |
940 Saratoga Ave, San Jose, CA 95129 |
|
40821xxxx2 |
dom****@a***********.com |
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Davne Investments |
976 S 1st St, San Jose, CA 95110 |
|
40829xxxx2 |
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Kamita Partners, CPA |
1011 W Taylor St, San Jose, CA 95126 |
|
51065xxxx6 |
joh*@k*************.com |
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5 |
1 |
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Bank of America Advanced Center |
52 Skytop St Ste 30, San Jose, CA 95134 |
|
40885xxxx4 |
ada**********@m*.com |
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Ting O’Connor Private Wealth - UBS Financial Services Inc. |
50 West San Fernando Street, 95113 8th Floor, San Jose, CA 95113 |
|
40891xxxx8 |
ben*******************@u**.com |
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Accounting For You |
1040 The Alameda, San Jose, CA 95126 |
|
40827xxxx0 |
acc*************@a******.com |
|
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5 |
12 |
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Bill Corbin - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx4 |
acm***********@m************.com |
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Tax Professional Associates |
4675 Stevens Creek Blvd Ste 235 Santa Clara, CA 95051 |
|
40848xxxx6 |
con****@t************.com |
|
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4.6 |
17 |
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Papadoyannis & Associates - Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
|
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396 |
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Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Lpl Financial |
333 W Santa Clara St Ste 606, San Jose, CA 95113 |
|
40828xxxx1 |
aar********@l**.com |
|
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20102 |
232 |
21000 |
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Elevate Financial Solutions |
2905 Stender Way, Santa Clara, CA 95054 |
|
40889xxxx3 |
con****@e********.com |
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KRS Tax & Investments Inc |
1680 The Alameda, San Jose, CA 95126 |
|
40841xxxx2 |
ken@k****.comcastbiz |
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Granite Capitol Investments |
15495 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40840xxxx0 |
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Lai, Huan |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx8 |
ale*********@m*.com |
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|
Asako Thompson - Morgan Stanley Financial Advisor |
225 W Santa Clara St, San Jose, Ca 95113 |
|
40894xxxx7 |
acc**********@m************.com |
|
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|
Allworth Financial |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40824xxxx0 |
ben*************@a****************.com |
|
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|
5265 |
47 |
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|
Rothstein Michaels Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
|
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Prime Asset Management |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40872xxxx3 |
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RFS Investment Inc |
4340 Almaden Expy, San Jose, CA 95118 |
|
40822xxxx3 |
|
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Mann, James |
355 Santana Row, San Jose, CA 95128 |
|
40828xxxx4 |
alb************@u**.com |
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|
C2 Financial Corporation - Shawn Sidhu |
99 Almaden Blvd Ste 600 San Jose, CA 95113 |
|
40861xxxx1 |
sha**@s*************.com |
4.9 |
104 |
4.9 |
148 |
|
|
515 |
12 |
|
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|
Luu-Wong, Dione |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
ale*********@m*.com |
|
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|
Cali Financial Management |
1979 Cabana Dr, San Jose, CA 95125 |
|
40834xxxx1 |
|
|
|
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Solutions Wealth Management |
1777 Hamilton Ave, San Jose, CA 95125 |
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40837xxxx3 |
jon**********@l**.com |
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Merrill Lynch Financial Advisor C Shawn Warthen |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx3 |
aar**********@s*****.com |
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Transamerica |
1290 Oakmead Pkwy, Sunnyvale, CA 94085 |
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40873xxxx0 |
aar****************@t***********.com |
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522331 |
1254 |
519000 |
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Oportun |
201 Willow St, San Jose, CA 95110 |
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66928xxxx4 |
a-l@o******.com |
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Realty Investment Newstar |
3400 El Camino Real, Santa Clara, CA 95051 |
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40821xxxx8 |
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Schueneman Investment Group |
81 Great Oaks Blvd, San Jose, CA 95119 |
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40897xxxx1 |
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R&D Investments - UBS Financial Services Inc. |
355 Santana Row Suite 2050, San Jose, CA 95128 |
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40828xxxx0 |
abc***@u**.com |
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Marine Coast Financial |
1936 Camden Ave Ste 1, San Jose, CA 95124 |
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40855xxxx3 |
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Raymond James Financial |
99 Almaden Blvd Ste 730, San Jose, CA 95113 |
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40894xxxx1 |
joh*@h*********.com |
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JS Tax & Accounting Services |
41829 Albrae St Ste 111 Fremont, CA 94538 |
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92540xxxx8 |
inf*@j**************.com |
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4 |
4 |
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Gateway Financial Advisors |
4633 Old Ironsides Dr, Santa Clara, CA 95054 |
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40883xxxx5 |
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Azure Financial Group |
333 Santana Row Apt 325, San Jose, CA 95128 |
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40893xxxx0 |
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Ken Rosenberg-Morgan Stanley |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
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40886xxxx7 |
acm***********@m************.com |
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Alex Carranza |
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40827xxxx0 |
dns******@a*******.com |
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Edward Jones |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 |
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40874xxxx0 |
a.j*********@e**********.com |
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83 |
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82 |
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Highroad Capital Partners |
18665 Woodbank Way, Saratoga, CA 95070 |
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40874xxxx4 |
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Global Capital Wealth Management |
99 Almaden Blvd Ste 600, San Jose, CA 95113 |
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40827xxxx7 |
maz***@g*****.com |
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Stephen Lucero - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40828xxxx8 |
bre***********@u**.com |
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Realty Worl Valley Capital Investments |
1272 S Abel St, Milpitas, CA 95035 |
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40824xxxx0 |
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The Kruchko Group |
900 E Hamilton Ave Ste 230, Campbell, CA 95008 |
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63064xxxx7 |
kev**@t**************.com |
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Merrill Lynch Financial Advisor Justin R Pearce |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx2 |
ari*********@m*.com |
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Golden Trust |
2690 S White Rd, San Jose, CA 95148 |
|
40840xxxx3 |
cha****@g**************.com |
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5 |
11 |
589 |
139 |
602 |
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Advisory, Plenaris |
950 S Bascom Ave, San Jose, CA 95128 |
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40829xxxx8 |
ple*************@g****.com |
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Mohammadi, Mojgan |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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Primerica |
1376 N 4th St Ste 200, San Jose, CA 95112 |
|
40839xxxx6 |
a.-*******************@p********.com |
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147443 |
4050 |
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D Smith Glenn Cfp Investment Advisor |
987 University Ave, Los Gatos, CA 95032 |
|
40839xxxx2 |
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Wells Fargo Advisors |
16100 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40835xxxx2 |
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C Denise Brodersen, CFP, CPWA, CDFA - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
3d@a*******.ubs |
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Technology Credit Union |
San Jose, CA 95131 |
|
40846xxxx0 |
abe*******@t*****.com |
3.2 |
34 |
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Compt Financial Consulting LLC |
177 Park Avenue San Jose CA 95113, San Jose, CA 95113 · ~16.8 mi |
|
80036xxxx9 |
inf*@c****.co |
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5 |
2 |
Merrill Lynch Financial Advisor Elaine Zhang |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
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40828xxxx7 |
ale*********@m*.com |
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Silicon Valley Investment Group - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx1 |
bre***********@u**.com |
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Ron Chapman - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
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Raymond James & Associates |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
aar************@r***********.com |
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17179 |
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Clarity Wealth Advisors |
2160 The Alameda A, San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx1 |
dns*****@a***.com |
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A & P Children Investment |
1020 Mccarthy Blvd, Milpitas, CA 95035 |
|
40838xxxx5 |
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Aceq Investment Inc |
20065 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40851xxxx2 |
rea*****************@m***.withheldforprivacy |
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Northwestern Mutual |
60 S Market St Ste 600, San Jose, CA 95113 |
|
40853xxxx0 |
aar***********@n***.com |
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106509 |
16248 |
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Jason O St. Claire - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
|
40894xxxx9 |
acm***********@m************.com |
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Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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Mehta Financial Services |
995 Montague Expy, Milpitas, CA 95035 |
|
40894xxxx0 |
bha***@m*****************.com |
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Kettmann, John |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx5 |
ale*********@m*.com |
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Mauricio Midence Tax Preparation & Financial Services |
2552 Appian Way Pinole, CA 94564 |
|
51066xxxx9 |
mid****************@g****.com |
4.9 |
205 |
4.6 |
55 |
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PeerNova Inc |
2055 Gateway Pl, San Jose, CA 95110 |
|
66940xxxx0 |
abr****@p*******.com |
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3500 |
3 |
3400 |
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Prafullkumar Kant Shah: Primerica-Financial Services |
3031 Tisch Way, San Jose, CA 95128 |
|
40820xxxx7 |
a.-*******************@p********.com |
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Tax Goddess Inc |
4030 Moorpark Ave Ste 215, San Jose, CA 95117 |
|
40824xxxx6 |
tc@t**********.com |
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Bradley Noval - Financial Advisor, Ameriprise Financial Services |
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Raegen, Jeffrey T, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
|
40828xxxx0 |
ame******************@a***.com |
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200 |
4 |
202 |
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Just Gurr & Associates Accountancy Corporation |
1500 E Hamilton Ave Ste 200 Campbell, CA 95008 |
|
40837xxxx0 |
awa*****@j*******.com |
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3.6 |
5 |
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Margaret K. Chan, CPA, CFP |
16615 Lark Ave Ste 200 Los Gatos, CA 95032 |
|
40835xxxx0 |
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Castello Investments |
1789 Hillsdale Ave, San Jose, CA 95124 |
|
40826xxxx4 |
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Davalos Financial Advisors of Raymond James |
333 W. San Carlos St, Suite 1650, San Jose, CA 95113 |
|
40827xxxx4 |
abc***@r***********.com |
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California Private Wealth | LPL Financial |
Plaza West, 3031 Tisch Way #110, San Jose, CA 95128 |
|
66923xxxx0 |
inf*@c**************.com |
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24 |
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Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
|
65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
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Cooper, David, AGT |
1 Almaden Blvd, San Jose, CA 95113 |
|
40891xxxx0 |
ame******************@a***.com |
|
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|
132688 |
|
134000 |
|
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Pentech Financial |
240 E Hacienda Ave, Campbell, CA 95008 |
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40887xxxx0 |
ben*@p***************.com |
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Ameriprise Financial |
1919 S Bascom Ave, Campbell, CA 95008 |
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40896xxxx1 |
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Shafer's Income Tax & Real Estate |
612 University Ave, Los Gatos, CA 95032 |
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40835xxxx0 |
cha****@l**************.com |
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4.8 |
48 |
4471 |
581 |
4900 |
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Honu Wealth Management |
1307 S Mary Ave Ste 101, Sunnyvale, CA 94087 |
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65091xxxx0 |
gar**@h*********.com |
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Thanh Tin Financial Services |
3501 Thomas Rd Ste 3, Santa Clara, CA 95054 |
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40872xxxx7 |
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2 |
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Merrill Lynch Financial Advisor Jimmy Yip |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx4 |
ale*********@m*.com |
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Financial Dream Team USA |
111 N Market St Suite 300, San Jose, CA 95113 |
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40877xxxx1 |
bak***@f*****************.com |
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College Planning ABC |
3031 Tisch Way Ste 309, San Jose, CA 95128 |
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40891xxxx8 |
dan***@c*****************.com |
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Shashi Bhagat - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx8 |
acm***********@m************.com |
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Joanne K Brenner, CPA |
Santa Clara, CA 95050 |
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40887xxxx8 |
con****@p*************.org |
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4.6 |
14 |
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Cubi Tax |
San Jose, CA 95126 |
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71432xxxx5 |
cub********@p*********.is |
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5 |
11 |
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James Mann - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40828xxxx4 |
adt***********@u**.com |
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Xavier Mejia Perez |
1021 Blossom Hill Rd, San Jose, CA 95123 |
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40825xxxx5 |
aar*********@w*********.com |
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Instant Tax Attorney |
55 S Almaden Blvd, San Jose, CA 95113 |
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87736xxxx1 |
ali**@i******************.com |
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5 |
1 |
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1994 |
198 |
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Michel Tax Service |
233 N 10th St, San Jose, CA 95112 |
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40827xxxx0 |
fb9*************************************@w*****************.com |
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30 |
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PARAMOUNT LENDING GROUP |
1851 Mccarthy Blvd, Milpitas, CA 95035 |
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40870xxxx8 |
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Do Le & Company CPA |
2150 Ringwood Ave, San Jose, CA 95131 |
|
40843xxxx8 |
d*n*@d*********.com |
5 |
2 |
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52 |
23 |
52 |
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Wheeler Accountants |
1475 Saratoga Ave Ste 100 San Jose, CA 95129 |
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40825xxxx0 |
ema**@w*********.com |
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3 |
34 |
4.3 |
29 |
123 |
20 |
135 |
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Murthy, Vivek |
560 S Winchester Blvd, San Jose, CA 95128 |
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40855xxxx2 |
ale*********@m*.com |
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HL Financial Group |
Serving theSan Jose Area |
|
40826xxxx0 |
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Darren Poots - UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40891xxxx0 |
ben*******************@u**.com |
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Quang T. Phan, CFP - Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40853xxxx8 |
aar************@r***********.com |
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17178 |
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Waddell & Reed |
900 E Hamilton Ave, Campbell, CA 95008 |
|
40836xxxx0 |
aar********@l**.com |
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20101 |
233 |
21000 |
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Edward Jones - Financial Advisor: Sy Nguyen |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40837xxxx4 |
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Beacon Pointe Advisors |
50 W San Fernando St Suite 405, San Jose, CA 95113 |
|
40855xxxx0 |
3d@b***********.com |
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220 |
36 |
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Tax Law offices of Shiva Moozoun |
51 E Campbell Ave Campbell, CA 95008 |
|
41531xxxx3 |
shi**@s*******.com |
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4.3 |
4 |
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28 |
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30 |
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Impact Wealth Management | Alan K Williamson, ChFC |
6120 Hellyer Ave #100, San Jose, CA 95138 |
|
40877xxxx0 |
ala*@m*************.com |
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Wilma Baltar |
1125 Saratoga Ave, San Jose, CA 95129 |
|
40825xxxx4 |
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Asl Financial |
910 Campisi Way Ste 2D, Campbell, CA 95008 |
|
40837xxxx0 |
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H&R Block |
1439 Bird Ave San Jose, CA 95125 |
|
40829xxxx5 |
agi***@a*.nv |
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3 |
3 |
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Hoorickx, Emily Van |
50 W San Fernando St, San Jose, CA 95113 |
|
40828xxxx4 |
abc***@u**.com |
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H & H Cpas |
100 Saratoga Ave, Santa Clara, CA 95051 |
|
40824xxxx0 |
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Effectus Group |
1952 Otoole Way, San Jose, CA 95131 |
|
40843xxxx3 |
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Silver Pearl Investment |
2611 Senter Rd Ste 212, San Jose, CA 95111 |
|
40881xxxx3 |
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McKown, Mason |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx5 |
ale*********@m*.com |
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I-Smart Center |
3005 Silver Creek Rd, San Jose, CA 95121 |
|
40896xxxx4 |
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