| Gulati Financial & Insurance Services |
2350 Mission College Boulevard Suite-1160, Santa Clara, CA 95054 |
|
40898xxxx0 |
ani*@g**************.com |
3 |
2 |
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3 |
2 |
| San Jose, CA Branch Office - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
ale*******@u**.com |
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| Tait Financial Service |
1520 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
pir****@e********.net |
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| Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.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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| Edward Jones - Financial Advisor: Lucy McGuire |
16190 Los Gatos Blvd Ste 102, Los Gatos, CA 95032 |
|
40846xxxx0 |
and*******@c*************.ca |
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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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| Dimitar Kotov - Financial Advisor, Ameriprise Financial Services, LLC |
1901 S Bascom Ave, Ste 1530, Campbell, CA 95008 |
|
40887xxxx7 |
dim************@a***.com |
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5 |
11 |
| 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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| David Lucas - Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40827xxxx4 |
bet*********@r***********.com |
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17179 |
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| Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx6 |
rbc*********@r**.com |
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| Edward Jones - Financial Advisor: James Rohn |
440 N Wolfe Rd-Oakland, Room, Sunnyvale, CA 94085 |
|
41540xxxx5 |
a.j*********@e**********.com |
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| Merrill Lynch Financial Advisor Dione Luu-Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.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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| 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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| RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40829xxxx2 |
3d@u*.rbcwealthmanagement |
5 |
2 |
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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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| 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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| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
4.5 |
2 |
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200 |
4 |
202 |
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| Merrill Lynch Financial Advisor King Wong |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx0 |
ale*********@m*.com |
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| Artesian Wealth Solutions |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40862xxxx4 |
ann********@l**.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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| 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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| 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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| 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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| Hung T Vu - Financial Advisor, Ameriprise Financial Services |
1700 Winchester Blvd Ste 103, Campbell, CA 95008 |
|
40837xxxx8 |
dns*****@a***.com |
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| Joe Guttadauro - Platinum Financial Services Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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| Mark Haq - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40891xxxx0 |
bre***********@u**.com |
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| Kessler Financial Services |
45 E Julian St, San Jose, CA 95112 |
|
40824xxxx6 |
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| Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40888xxxx9 |
dns*****@a***.com |
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| The Alameda Financial Group |
1541 The Alameda, San Jose, CA 95126 |
|
40821xxxx0 |
all*@a********************.com |
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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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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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| Wells Fargo Advisors |
2023 Laddie Way, San Jose, CA 95121 |
|
40853xxxx7 |
a-p*************@w*****************.com |
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189175 |
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| Chad Parker - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
cha**********@a***.com |
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198 |
4 |
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| Tone Tran - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40830xxxx9 |
aab****@b************.com |
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40844 |
177 |
41000 |
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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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| Jay Larrick - BancWest Investment Services Financial Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40864xxxx8 |
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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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| Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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| Harris Private Wealth |
1735 N First St #301, San Jose, CA 95112 |
|
40854xxxx0 |
cha****@h******************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Salvatore L Saso |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx2 |
ale*********@m*.com |
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| Charles Schwab |
12 Ranch Dr, Milpitas, CA 95035 |
|
40846xxxx0 |
|
4.3 |
8 |
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| Ken Prodger, CFP®,ChFC®,ChSNC® AIF |
4633 Old Ironsides Dr, Santa Clara, CA 95054 |
|
40863xxxx2 |
inf*@s***.org |
5 |
2 |
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5 |
2 |
| Private Wealth Management | U.S. Bank |
10 Almaden Blvd Suite 500, San Jose, CA 95113 |
|
41537xxxx7 |
aar************@u*****.com |
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|
341233 |
3973 |
343793 |
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| U.S. Bancorp Investments - Financial Advisors: San Jose |
377 Santana Row, San Jose, CA 95128 |
|
66934xxxx3 |
aar************@u*****.com |
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| Heckman Financial & Insurance Services Inc. |
333 W Santa Clara St Ste 604, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
|
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|
10945 |
100 |
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5 |
6 |
| Edward Jones - Financial Advisor: Vince DiPiero |
4855 Atherton Ave Ste 100, San Jose, CA 95130 |
|
40847xxxx5 |
and*******@c*************.ca |
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5 |
5 |
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| Charles Schwab |
19620 Stevens Creek Blvd #100, Cupertino, CA 95014 |
|
40844xxxx0 |
|
3.5 |
12 |
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| Jd Financial Fitness |
3140 De La Cruz Blvd, Santa Clara, CA 95054 |
|
40897xxxx9 |
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| Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.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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| Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
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132656 |
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5 |
27 |
| 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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| 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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| Lesley Lemessurier - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.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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| Amaral Financial Planning |
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12106xxxxx4 |
ama*********@p*********.is |
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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 |
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| Dynamic Wealth Strategies, LLC |
1530 The Alameda #305, San Jose, CA 95126 |
|
40891xxxx9 |
baf*****************************@s*****.wixpress |
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30 |
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| Edward Jones - Financial Advisor: Michael Bisbee |
901 Campisi Way Ste 248, Campbell, Ca 95008 |
|
40887xxxx0 |
a.j*********@e**********.com |
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83517 |
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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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| 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 - Financial Advisor: Dennis H Laughlin |
1165 Lincoln Ave Ste 320, San Jose, CA 95125 |
|
40846xxxx3 |
and*******@c*************.ca |
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| Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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| Evergreen Wealth Advisory Group, LLC |
101 Metro Dr, San Jose, CA 95110 |
|
86627xxxx1 |
joh*@e***********.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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| R&D Investments - UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
3d@a*******.ubs |
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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 |
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13714 |
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| Joe Guttadauro - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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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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| 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 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
5 |
1 |
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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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| Corinthian Wealth Management |
1625 The Alameda UNIT 308, San Jose, CA 95126 |
|
40899xxxx5 |
c18*****************************@s*****.wixpress |
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22 |
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24 |
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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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| David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
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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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| Sun Financial Group |
1590 Old Oakland Rd #110, San Jose, CA 95131 |
|
40843xxxx8 |
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1 |
1 |
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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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98496 |
1593 |
99000 |
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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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| Merrill Lynch Financial Advisor Terrence B Byrnes |
560 S Winchester Blvd #600, San Jose, CA 95128 |
|
40826xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Rosario M Oliveri |
560 S. Winchester Blvd., Suite 500, San Jose, CA 95128 |
|
40855xxxx6 |
ale*********@m*.com |
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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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| Merrill Lynch Financial Advisor Graham John Bruce |
560 S Winchester Blvd #500, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.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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| 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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83150 |
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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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| Leal Financial Planning |
900 E Hamilton Ave Ste 100, Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
5 |
3 |
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5 |
3 |
| Special Needs Planning Group |
4633 Old Ironsides Dr Ste 436, Santa Clara, CA 95054 |
|
40863xxxx2 |
inf*@s***.org |
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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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| 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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| 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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| 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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| 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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| Merrill Lynch Financial Advisor William M Lloyd |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx6 |
ale*********@m*.com |
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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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| 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 |
bjo*********@l*************.com |
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374 |
7 |
588 |
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| U.S. Bancorp Investments - Financial Advisors: Adam Perez |
1399 Foxworthy Ave, San Jose, CA 95118 |
|
40897xxxx8 |
aar************@u*****.com |
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|
345639 |
5331 |
348000 |
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| Merrill Lynch Financial Advisor Randall P Bane |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
ale*********@m*.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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| Private Wealth Management | U.S. Bank |
|
|
80087xxxx7 |
aar************@u*****.com |
|
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|
344 |
341937 |
4067 |
344624 |
|
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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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| Pantheon Wealth Planning |
1754 Technology Drive 208, San Jose, CA 95110 |
|
40840xxxx2 |
fan**@p*********.com |
|
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89 |
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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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| Luke Chapple - Financial Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
ars***********@a***.com |
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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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| 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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| Karen Turner - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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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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| Nancy Ubaldi - UBS Financial Services Inc. |
50 W San Fernando St 8th Floor, San Jose, CA 95113 |
|
40828xxxx8 |
3d@a*******.ubs |
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| MW Wealth Advisors |
5615 Chesbro Ave, San Jose, CA 95123 |
|
40886xxxx2 |
and***@m**************.com |
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| Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.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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| Statherós Financial Solutions |
2107 N First St #415, San Jose, CA 95131 |
|
40887xxxx0 |
hxx***********@s*****************.com |
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| Lisa Koppanyi - Platinum Financial Services Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.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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| 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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| Merrill Lynch Financial Advisor Eric Weitz |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx6 |
aar**********@s*****.com |
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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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| 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 |
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169 |
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| Edward Jones - Financial Advisor: Christina Biagi |
2280 Lincoln Ave Suite 100, San Jose, CA 95125 |
|
40882xxxx0 |
and*******@c*************.ca |
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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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| 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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| Kathryn Calderon - Private Client Advisor |
50 W San Fernando St Suite 425, San Jose, CA 95113 |
|
40848xxxx3 |
aab****@b************.com |
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98499 |
1591 |
99000 |
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| Todd Ferreira - 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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| Jim Galindo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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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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| 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 |
ale*********@m*.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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| Fireside Financial Planning |
1971 Hamilton Ave #6a, San Jose, CA 95125 |
|
40837xxxx1 |
mik*@f***************.com |
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| Ruben Garcia Financial Group |
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40890xxxx4 |
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| Edward Jones - Financial Advisor: Tom Coombs |
1625 The Alameda Ste 601, San Jose, CA 95126 |
|
40860xxxx2 |
a.j*********@e**********.com |
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83511 |
|
92608 |
1 |
1 |
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| Cetera Wealth Partners is a region of Cetera Advisor Networks LLC |
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mka*******@c***********.com |
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| Tesoro Financial Group, Inc. |
607 N 1st St, San Jose, Ca 95112 |
|
40881xxxx3 |
jav*********@f*************.com |
|
223 |
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1 |
| Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40896xxxx7 |
del***@s***************.com |
5 |
1 |
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| Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
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40896xxxx0 |
ama*********@a***.com |
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201 |
2 |
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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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| Carlton Pace - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
rbc*********@r**.com |
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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 |
a-p*************@w*****************.com |
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189174 |
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3 |
19 |
| Brian T Franklin - Morgan Stanley |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx3 |
acm***********@m************.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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| Merrill Lynch Financial Advisor Lauren Mader |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
ale*********@m*.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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| David Henderson |
5444 Thornwood Dr, San Jose, CA 95123 |
|
40897xxxx5 |
d.h********@w****************.net |
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| Investy Financial Services |
919 Story Rd Ste 1200, San Jose, CA 95122 |
|
40885xxxx8 |
|
4.9 |
18 |
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5 |
28 |
| NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
dns*****@a***.com |
2.3 |
3 |
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63 |
4 |
62 |
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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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| Merrill Lynch Financial Advisor Brandon Picone |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx1 |
ale*********@m*.com |
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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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| 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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| Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
|
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|
356 |
19 |
359 |
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| Edward Jones |
263 Snell Ct, San Jose, CA 95123 |
|
40887xxxx5 |
a.j*********@e**********.com |
5 |
1 |
|
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|
83507 |
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| Valerie Nguyen - Private Client Advisor |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dch***@a***.com |
5 |
1 |
|
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|
34 |
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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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| WFG |
1718 Ringwood Ave Ste 1000, San Jose, CA 95131 |
|
40850xxxx4 |
con****************@t***********.com |
3 |
4 |
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81537 |
2027 |
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5 |
9 |
| Philip T Castaneda - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx0 |
rbc*********@r**.com |
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| NF Wealth Management - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
amb***************@a***.com |
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63 |
4 |
62 |
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| Richard Woo - Financial Advisor, Ameriprise Financial Services, LLC |
2542 S Bascom Ave Ste 135, Campbell, CA 95008 |
|
40855xxxx8 |
dns*****@a***.com |
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5 |
10 |
| Wealthstone Asset Management Group of Raymond James |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
|
40853xxxx5 |
aar************@r***********.com |
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17179 |
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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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| Edward Jones - Financial Advisor: Jeff Migneault |
901 Campisi Way Ste 248, Campbell, CA 95008 |
|
40846xxxx0 |
and*******@c*************.ca |
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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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| Financial Journey Partners |
101 Metro Dr Suite 264, San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
5 |
3 |
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85 |
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97 |
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| McAtee, Barbara |
1 Almaden Blvd, San Jose, CA 95113 |
|
40891xxxx0 |
3d@**w.ameriprise |
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132293 |
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134545 |
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| Empowerment Financial Guidance, LLC |
4030 Moorpark Ave Suite 250, San Jose, CA 95117 |
|
40883xxxx3 |
inf*@e*****************.com |
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| Financial Planning Consultants |
333 W Santa Clara St Ste 830, San Jose, CA 95113 |
|
40828xxxx1 |
3d@**w.fpcllc |
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| Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC |
3945 Freedom Circle, Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
dns*****@a***.com |
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4.5 |
14 |
| Lisa Koppanyi - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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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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| Hynek Financial Adviser's |
333 W Santa Clara St # 606, San Jose, CA 95113 |
|
40899xxxx0 |
gay*******@l**.com |
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| James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx9 |
dns*****@a***.com |
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| Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx7 |
ada******************@a***.com |
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93 |
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97 |
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| A.j. West Professional Financial Services And Business Solutions |
1500 E Hamilton Ave 215, Campbell, CA 95008 |
|
84438xxxx3 |
ant****@t**************.com |
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5 |
6 |
| Barbara Young - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx9 |
bre***********@u**.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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| 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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| Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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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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| 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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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
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42 |
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48 |
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| Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd #810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Jackson Thoreson |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx4 |
aar**********@s*****.com |
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| Edward Jones - Financial Advisor: Aileen A Low, CFP® |
4966 El Camino Real, Ste 125, Los Altos, CA 94022 |
|
65056xxxx1 |
acc**********@e**********.com |
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83517 |
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5 |
1 |
| Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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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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80 |
355 |
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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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| Pace Wealth Management Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
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| Fireside Financial Planning |
1975 Hamilton Ave Ste 6A, San Jose, CA 95125 |
|
40837xxxx1 |
cb.*********@g****.com |
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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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| 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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| Investment House LLC |
1515 Lincoln Ave, San Jose, CA 95125 |
|
40828xxxx3 |
joa***@y******************.com |
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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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| Michael Garber Financial Planning |
111 N Market St Ste 300, San Jose, CA 95113 |
|
40845xxxx8 |
853*************************************@w*****************.com |
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| Meras Financial |
3150 Almaden Expy #239, San Jose, CA 95118 |
|
40826xxxx6 |
yme***@u*************.com |
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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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| LPL Financial |
1735 N First St UNIT 109, San Jose, CA 95112 |
|
40844xxxx8 |
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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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| 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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| Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ |
1045 W El Camino Real Ste C, Mountain View, CA 94040 |
|
65032xxxx6 |
a.j*********@e**********.com |
5 |
5 |
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4.5 |
10 |
| Von Baron Wealth Management |
174 N 14th St, San Jose, CA 95112 |
|
40888xxxx0 |
inf*@v*********.com |
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| Clifton Santikul - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx5 |
rbc*********@r**.com |
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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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| The Castaneda Sargenti Wealth Management Group |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
|
40894xxxx1 |
phi*************@r**.com |
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| Lesley Lemessurier - Financial Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
dns*****@a***.com |
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198 |
4 |
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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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| Merrill Lynch Financial Advisor Tom Nguyen |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40855xxxx2 |
ale*********@m*.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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|
201 |
4 |
203 |
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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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| Eric Susantio - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
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40828xxxx6 |
bre***********@u**.com |
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| Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC |
920 Saratoga Ave # 105C, San Jose, CA 95129 |
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40849xxxx9 |
dns*****@a***.com |
5.09 |
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| SV San Jose Group - Morgan Stanley |
225 W Santa Clara St Suite 900, San Jose, CA 95113 |
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40894xxxx0 |
acm***********@m************.com |
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| Erica B Adolfsson - Financial Advisor, Ameriprise Financial Services, LLC |
1905 The Alameda, San Jose, CA 95126 |
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40828xxxx0 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor John H. Pham |
560 S Winchester Blvd, San Jose, CA 95128 |
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40826xxxx3 |
ale*********@m*.com |
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| Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC |
1999 S Bascom Ave, Ste 700, Campbell, CA 95008 |
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40887xxxx2 |
dns*****@a***.com |
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8 |
| Global Capital Wealth Management |
1048 Lincoln Ave, San Jose, CA 95125 |
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40827xxxx7 |
dom***@b*********.com |
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| Charles Schwab |
10 E Hamilton Ave #800, Campbell, CA 95008 |
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40834xxxx0 |
app*******************@s*****.com |
3.3 |
11 |
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| James Park - Financial Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
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40896xxxx5 |
dns*****@a***.com |
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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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| 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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| 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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| Retirement Capital Strategies (RCS) |
1190 Saratoga Ave, San Jose, CA 95129 |
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40855xxxx0 |
bil*********@r*********.com |
5.01 |
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| Wellspring Consulting Group |
2635 N 1st St Ste 201, San Jose, CA 95134 |
|
40843xxxx8 |
doe**@w***********.com |
5 |
2 |
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5 |
4 |
| 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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| 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 |
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40828xxxx1 |
bre***********@u**.com |
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| Ron Chapman - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Suite 300, San Jose, CA 95113 |
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40894xxxx6 |
cla*********@r**.com |
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| Raymond James & Associates |
150 Almaden Blvd Suite # 1375, San Jose, CA 95113 |
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40827xxxx4 |
aar************@r***********.com |
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17179 |
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| Clarity Wealth Advisors |
2160 The Alameda A, San Jose, CA 95126 |
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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 |
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40896xxxx1 |
dns*****@a***.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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| 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 |
dns*****@a***.com |
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| James Mann - UBS Financial Services Inc. |
50 W San Fernando St 8th Fl, San Jose, CA 95113 |
|
40828xxxx4 |
adt***********@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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| 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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| J R Financial & Insurance Services |
2005 De La Cruz Blvd. Suite 13, Santa Clara, CA 95050 |
|
40864xxxx2 |
jam**@j****.com |
5 |
4 |
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132 |
10 |
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5 |
14 |
