| Integris Wealth Management |
456 Washington St, Monterey, CA 93940 |
|
83133xxxx7 |
ale*@i*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Young & Lucero Wealth Consulting Group - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
|
40828xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Design |
1999 S Bascom Ave, Campbell, CA 95008 |
|
40855xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phuong La, EA |
San Francisco, CA 94108 |
|
41574xxxx5 |
exa****@m***.com |
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evans Wealth Management Group-Ameriprise Financial Services |
2 Lower Ragsdale Dr, Monterey, CA 93940 |
|
83164xxxx4 |
chu********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Redwitz Wealth Management Group |
910 E Hamilton Ave Ste 550, Campbell, CA 95008 |
|
40837xxxx0 |
amb**@w*******.com |
|
|
|
|
|
|
5551 |
180 |
5800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Auyeung Wealth Management Group-Morgan Stanley |
20400 Silicon Valley Ctr, Cupertino, CA 95014 |
|
40886xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth By Design |
14500 Big Basin Way, Saratoga, CA 95070 |
|
40874xxxx1 |
bar****@w*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| United Wealth Education |
Santa Cruz, CA 95060 |
|
42420xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joe Martello - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14312 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC |
125 Water St Ste A3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silicon Valley Wealth Advisors |
3190 S Bascom Ave Ste 210, San Jose, CA 95124 |
|
40868xxxx8 |
chr**@s**********.com |
|
|
|
|
|
|
5416 |
47 |
5500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management - CLOSED |
928 E Blanco Rd Ste 180, Salinas, CA 93901 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC |
1237 Soquel Ave, Santa Cruz, CA 95062 |
|
83146xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WI Investment Advisory Group, LLC |
1535 Seabright Ave, Santa Cruz, CA 95062 |
|
83160xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services - Heather Stiles |
2121 41st Ave Ste 206 Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
|
|
5 |
1 |
|
|
17312 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chamberlain Financial Planning & Wealth Management |
125 Mission St, Santa Cruz, CA 95060 |
|
83160xxxx4 |
kin*****@g****.com |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
wms**********@r**.com |
|
|
|
|
|
|
14763 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlas Wealth Management Group - UBS Financial Services Inc. |
200 Clock Tower Pl Ste C100, Carmel, CA 93923 |
|
83175xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40829xxxx2 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Howard - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, Ca 95060 |
|
83144xxxx2 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clidro Private Wealth Management |
50 University Ave, Los Gatos, CA 95030 |
|
40834xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
333 W San Carlos St Ste 1100, San Jose, CA 95110 |
|
40828xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Maria D Boisvert - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx1 |
mar***********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Women For Wellness & Wealth |
1177 Branham Ln, San Jose, CA 95118 |
|
40888xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Artesian Wealth Solutions |
5446 Thornwood Dr Ste 101, San Jose, CA 95123 |
|
40862xxxx4 |
ann********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| All Cal Financial |
2571 South Main St Ste D Soquel, CA 95073 |
|
83133xxxx3 |
inf*@a**************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McDonald Wealth Management |
51 E Campbell Ave, Campbell, CA 95008 |
|
40842xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jlc Wealth Management Consultants |
19925 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40872xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Palo Alto Wealth Advisors |
715 Colorado Ave, Palo Alto, CA 94303 |
|
65065xxxx0 |
dia**@p*************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McDonald Wealth Mgmt |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40842xxxx8 |
ale*****@r******.com |
|
|
|
|
5 |
5 |
111 |
2 |
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cydney Crampton - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marshall Wealth Management Group |
1586 Moffett St, Salinas, CA 93905 |
|
83175xxxx6 |
con****@n******.com |
|
|
|
|
|
|
777 |
36 |
777 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sierra Pacific Wealth Management |
11121 Chula Vista Ave, San Jose, CA 95127 |
|
40821xxxx7 |
ben*******@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meyers Wealth Management |
441 California Ave, Palo Alto, CA 94306 |
|
65052xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cypress Private Wealth |
3031 Tisch Way 110 Plaza West, San Jose, CA 95128 |
|
40846xxxx2 |
inf*@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
16615 Lark Ave, Los Gatos, CA 95032 |
|
80070xxxx5 |
adm**@b****************.com |
|
|
|
|
|
|
562 |
7 |
659 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RB Wealth Management Inc |
464 S Sunnyvale Ave, Sunnyvale, CA 94086 |
|
40873xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evans Wealth Management Group - Ameriprise Financial Services |
1 Lower Ragsdale Dr Bldg 1, Monterey, CA 93940 |
|
83164xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Costello Wealth Strategies |
9057 Soquel Drive, Aptos, CA 95003 |
|
83170xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
190 |
14 |
182 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
200 E Franklin St, Monterey, CA 93940 |
|
83126xxxx0 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kendall Wealth Partners |
315 Grand Ave, Pacific Grove, CA 93950 |
|
83137xxxx7 |
mar*@k*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Santa Cruz |
110 Morrissey Blvd, Santa Cruz, CA 95062 |
|
83168xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ledwith Financial Wealth Management |
55 W 1st St, Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
|
|
|
|
|
34 |
934 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Claycomb Wealth Management - CLOSED |
3771 Rio Rd Ste 107, Carmel, CA 93923 |
|
83125xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Architects |
250 Cambridge Ave Ste 201, Palo Alto, CA 94306 |
|
65032xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Broadview Wealth Advisors - Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx7 |
bro********************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Wedeen Hammer Locatelli Group - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Juran Wealth Management Inc. |
200 Camino Aguajito Ste 300, Monterey, CA 93940 |
|
83132xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank Branch |
96 Rancho Del Mar, Aptos, CA 95003 |
|
83121xxxx6 |
aar************@u*****.com |
4.2 |
5 |
|
|
|
|
345337 |
5841 |
347000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jing Chien - Private Wealth Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sequoia Wealth Advisors & Investment Management, Inc. |
99 Almaden Blvd Ste 925, San Jose, CA 95113 |
|
40827xxxx0 |
*nn*@s********.com |
|
|
|
|
|
|
254 |
4 |
266 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nf Wealth Management |
19450 Stevens Creek Blvd Ste 600, Cupertino, CA 95014 |
|
40834xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Praetorian Wealth Management Inc |
3775 Via Nona Marie Ste 220, Carmel, CA 93923 |
|
83162xxxx0 |
ben**************@p**************.biz |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solutions Wealth Management |
1885 Winchester Blvd Ste 201, Campbell, CA 95008 |
|
40837xxxx3 |
aar********@l**.com |
|
|
|
|
|
|
|
232 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| King Wealth Planning Inc |
2105 S Bascom Ave Ste 210, Campbell, CA 95008 |
|
40883xxxx1 |
ale*@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
amy*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Market Check Cashing |
903 Pacific Ave UNIT 102, Santa Cruz, CA 95060 |
|
83142xxxx0 |
mon************@g****.com |
3.4 |
28 |
|
|
|
|
16 |
2 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Farkouh - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx2 |
arn**********@a***.com |
|
20 |
|
|
|
|
93 |
|
98 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clark Morgan - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
|
|
|
|
|
|
12803 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC |
125 Water St Ste A3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Waverley Wealth Management |
2570 El Camino Real, Los Altos, CA 94022 |
|
65055xxxx0 |
inq******@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monterey Bay Wealth Management |
479 Pacific St, Monterey, CA 93940 |
|
83192xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concentrum Wealth Management |
6840 Via Del Oro, San Jose, CA 95119 |
|
40857xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evans Wealth Management Group - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family Wealth Consulting Group |
10 Almaden Blvd, San Jose, CA 95113 |
|
40845xxxx0 |
cra**@f***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40888xxxx9 |
ale************@a***.com |
|
|
|
|
|
|
|
|
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citi Personal Wealth Management |
395 W El Camino Real, Sunnyvale, CA 94087 |
|
40873xxxx5 |
arc*****************@c***.com |
2.8 |
56 |
|
|
|
|
150354 |
2139 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dfg Wealth Advisors |
2600 Garden Rd Ste 202, Monterey, CA 93940 |
|
83164xxxx5 |
dev***@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
450 Lincoln Ave Ste 201, Salinas, CA 93901 |
|
80070xxxx5 |
adm**@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The North - Steen Wealth Management Team - Ameriprise Financial Services |
1 Lower Ragsdale Dr Bldg 1, Monterey, CA 93940 |
|
83164xxxx8 |
ana******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Costello Wealth Strategies |
10096 Soquel Dr, Aptos, CA 95003 |
|
83170xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legacy Wealth Advisors |
1900 The Alameda, San Jose, CA 95126 |
|
40845xxxx0 |
ed@l*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tom Cochran-Bancwest Investment Services Wealth Financial Advisor |
3081 Mckee Rd, San Jose, CA 95127 |
|
40871xxxx9 |
aab****@b************.com |
|
|
|
|
|
|
40892 |
181 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kuleana Wealth Advisors |
164 Main St, Los Altos, CA 94022 |
|
65091xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brad Baron - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services |
99 Pacific St Ste 355B, Monterey, CA 93940 |
|
83132xxxx0 |
arm**********@a***.com |
|
|
|
|
|
|
200 |
4 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
50 W San Fernando St 16th Fl, San Jose, CA 95113 |
|
40828xxxx0 |
ale*********@m*.com |
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corinthian Wealth |
1625 The Alameda, San Jose, CA 95126 |
|
40893xxxx2 |
cde***@c***************.com |
|
|
|
|
|
|
21 |
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthPLAN, PC |
1960 The Alameda Ste 185, San Jose, CA 95126 |
|
40891xxxx0 |
dld********@w*********.com |
3.7 |
3 |
|
|
|
|
114 |
|
114 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kao Wealth Management Inc |
4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129 |
|
40848xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
238 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chamberlain Financial Planning & Wealth Management |
303 Water Street Suite 120, Santa Cruz, CA 95060 |
|
83142xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kk Wealth Advisors |
4300 El Camino Real Ste 105, Los Altos, CA 94022 |
|
65094xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Infinity Wealth Development |
1925 46th Ave, Capitola, Ca 95010 |
|
83153xxxx5 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pwjohnson Wealth Management |
1153 Bordeaux Dr, Sunnyvale, CA 94089 |
|
40874xxxx2 |
aus*****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charlene Johanson - Kind Lending |
125 Mission St Ste 3 Santa Cruz, CA 95060 |
|
83133xxxx2 |
ala********@k**********.com |
|
|
4.9 |
19 |
|
|
373 |
26 |
573 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
|
4.9 |
93 |
|
|
775 |
|
833 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Natural Bridges Financial Advisors |
627 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ana***@n***************.com |
5 |
3 |
|
|
|
|
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silicon Valley Wealth Management Solutions |
6050 Hellyer Ave, San Jose, CA 95138 |
|
40844xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gary Sargenti - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NF Wealth Management - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
amb****************@a***.com |
|
|
|
|
|
|
63 |
4 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tarantino Ljubimow Colvin Wealth Management - UBS Financial Services Inc. |
200 Clock Tower Pl Ste C100, Carmel, CA 93923 |
|
83162xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wildflower Financial |
120 Church St, Santa Cruz, CA 95060 |
|
83185xxxx1 |
jen*************@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| East Bay Wealth Advisors |
659 Abrego St, Monterey, CA 93940 |
|
83171xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Annuity General |
Serving theSanta Cruz Area |
|
80033xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Cooper - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dav***********@a***.com |
|
|
|
|
|
|
166 |
|
160 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dovetail Financial |
912 Capitola Ave Ste 23 Capitola, CA 95010 |
|
91746xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Johnson Lyman Wealth Advisor |
4966 El Camino Real, Los Altos, CA 94022 |
|
65049xxxx3 |
bec***@j*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Into Wealth Inc |
1525 Mccarthy Blvd, Milpitas, CA 95035 |
|
40858xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athena Wealth Solutions |
1150 Murphy Ave, San Jose, CA 95131 |
|
20936xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert Adams - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx7 |
ada******************@a***.com |
|
|
|
|
|
|
93 |
|
97 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Westridge Wealth Strategies |
158 Goya Rd, Portola Valley, CA 94028 |
|
65023xxxx2 |
rob@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
agu***********@a***.com |
|
|
|
|
|
|
400 |
|
419 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| De Novo Wealth Advisory |
1525 Mccarthy Blvd, Milpitas, CA 95035 |
|
40888xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Honu Wealth Management |
1307 S Mary Ave, Sunnyvale, CA 94087 |
|
40821xxxx0 |
g.w*******@h*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Future Wealth LLC |
|
|
40883xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Classes |
6475 Camden Ave Ste 201, San Jose, CA 95120 |
|
40826xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The 408 Group-Morgan Stanley Private Wealth Advisors |
225 W Santa Clara St, San Jose, CA 95113 |
|
65023xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Tucker - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95066 |
|
83144xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cycle of Wealth |
1608 Hope Dr Apt 225, Santa Clara, CA 95054 |
|
40859xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Abacus Forensic Accounting |
Soquel, CA 95073 |
|
83146xxxx0 |
aba***@f******************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
2409 Park Blvd, Palo Alto, CA 94306 |
|
65056xxxx1 |
adm**@b****************.com |
|
|
|
|
|
|
553 |
6 |
650 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nexus Wealth Advisors |
365 Lake Ave, Santa Cruz, CA 95062 |
|
83147xxxx3 |
aam***@w******.com |
|
12 |
|
|
|
|
19968 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burroughs-Braley-Alibrandi Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
inf*@b***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stevens Sloan & Shah CPAs |
975 W Alisal St Ste D Salinas, CA 93901 |
|
83142xxxx4 |
s*a*@s*****.com |
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Henry Plata - Private Wealth Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40866xxxx8 |
dns*****@a***.com |
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flournoy Wealth Management |
1165 Lincoln Ave, San Jose, CA 95125 |
|
40827xxxx0 |
pam*********@l**.com |
|
|
|
|
|
|
189 |
5 |
191 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beach House Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
****@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Johnson Lyman Wealth Advisors |
2600 El Camino Real, Palo Alto, CA 94306 |
|
65049xxxx3 |
bec***@j*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meridian Wealth MGMT |
100 Clock Tower Pl, Carmel, CA 93923 |
|
83164xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pantheon Wealth Planning |
1754 Technology Dr Ste 208, San Jose, CA 95110 |
|
40840xxxx2 |
fan**@p*********.com |
|
|
|
|
|
|
90 |
|
89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pau & Tran Wealth Management |
21070 Homestead Rd, Cupertino, CA 95014 |
|
40863xxxx0 |
aar********@l**.com |
|
|
|
|
|
|
|
238 |
21000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Transitions Wealth Advisors |
1100 Lincoln Ave Ste 240, San Jose, CA 95125 |
|
40835xxxx2 |
joh*@t************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
16000 Los Gatos Blvd, Los Gatos, CA 95032 |
|
40835xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fluent Wealth Partners |
10 Almaden Blvd, San Jose, CA 95113 |
|
40821xxxx0 |
aru***@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chad Parker - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
|
|
|
|
|
|
200 |
4 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Newborn Wealth Management |
135 Riviera Dr Apt 536, Los Gatos, CA 95032 |
|
42439xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family Wealth Consulting Group |
1740 Technology Dr Ste 260, San Jose, CA 95110 |
|
40845xxxx0 |
a@f***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services |
1 Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CommonWealth Central Credit Union |
3075 Union Ave, San Jose, CA 95124 |
|
80056xxxx8 |
jsm***@c*************.org |
|
|
|
|
|
|
1891 |
78 |
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Pointe Advisors |
365 Lake Ave B, Santa Cruz, CA 95062 |
|
83147xxxx0 |
aba*****@b***********.com |
5 |
1 |
|
|
|
|
225 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kris Sorensen - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chi Kim - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx9 |
and**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Libra Wealth |
901 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
hel**@r*****.io |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Financial Center |
4525 Scotts Valley Dr Scotts Valley, CA 95066 |
|
83146xxxx6 |
ale*********@m*.com |
2.7 |
18 |
1.8 |
21 |
|
|
942939 |
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LK Wealth & Asset Management |
320 Family Farm Rd, Woodside, CA 94062 |
|
65043xxxx1 |
adv***********@h****************.com |
5 |
3 |
|
|
|
|
|
|
514 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ESTATE DOCTOR Suddenly Single Wealth Management |
4192 Sunridge Road, Pebble Beach, CA 93953 |
|
83164xxxx0 |
joh******@s*****************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sequoia Wealth Advisors |
23 Seascape Vlg, Aptos, CA 95003 |
|
83166xxxx4 |
*nn*@s********.com |
5 |
2 |
|
|
|
|
257 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monterey Private Wealth |
2340 Garden Rd Ste 202, Monterey, CA 93940 |
|
83137xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
arm**********@a***.com |
4.5 |
2 |
|
|
|
|
200 |
4 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Herrick Wealth Advisory |
1960 The Alameda Ste 20, San Jose, CA 95126 |
|
40821xxxx7 |
con****@h********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sami Najafi Shaeghi-Wealth Financial Advisor |
50 W San Fernando St, San Jose, CA 95113 |
|
40849xxxx8 |
aab****@b************.com |
|
|
|
|
|
|
98514 |
1627 |
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Parkworth Wealth Management, Inc. |
475 Alberto Way Ste 210, Los Gatos, CA 95032 |
|
40843xxxx0 |
adv***@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Metlife, Wealth Strategies Group |
225 W Santa Clara St Ste 1450, San Jose, CA 95113 |
|
40835xxxx3 |
a@m******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ruby Lin - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
65060xxxx1 |
blu********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seal Rock Wealth Management |
26352 Carmel Rancho Ln, Carmel, CA 93923 |
|
83129xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bay Federal Credit Union |
420 River St Santa Cruz, CA 95060 |
|
83188xxxx7 |
abe******@b*****.com |
3.5 |
19 |
3.9 |
113 |
|
|
3051 |
397 |
3000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Bank |
74 River St, Santa Cruz, CA 95060 |
|
83146xxxx5 |
aar**********@w*********.com |
3 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
401 Fremont St, Monterey, CA 93940 |
|
83137xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burroughsbraley Wealth Management |
133 Mission St Ste 104, Santa Cruz, CA 95060 |
|
83142xxxx0 |
joh*@b*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cycle of Wealth Inc |
196 Marylinn Dr, Milpitas, CA 95035 |
|
40859xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Recovery Solutions |
99 N 1st St, Ste 208, San Jose, CA 95113 |
|
40827xxxx9 |
dia**@w**********************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jim Galindo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40889xxxx7 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Justin Parkhurst - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
41544xxxx0 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
1400 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
ale*********@m*.com |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kingsview Partners Soquel Office |
2901 Park Ave Ste B2, Soquel, CA 95073 |
|
83120xxxx5 |
aar*********@k********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Partners |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40823xxxx0 |
ana***@g**********************.com |
|
12 |
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Don Woo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx8 |
don****@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chamberlain Financial Planning & Wealth Management |
125 Mission St #3, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ant****@c************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Law Firm of Lisa Chan |
10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014 |
|
40823xxxx6 |
lis*@l**********.com |
|
|
4.7 |
15 |
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Into Wealth Inc |
1551 Mccarthy Blvd, Milpitas, CA 95035 |
|
40826xxxx8 |
gov*********@i*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Giordano Wealth Management Group |
644 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx4 |
all****@t******.com |
|
|
|
|
|
|
5397 |
47 |
5500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Recovery Solutions |
255 N Market St Ste 120 San Jose, CA 95110 |
|
40827xxxx9 |
col*************@g****.com |
|
|
4.6 |
7 |
|
|
232 |
51 |
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carlton Pace - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lucie Honosutomo - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx4 |
wms**********@r**.com |
|
|
|
|
|
|
14763 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concentrum Wealth Management |
353 Piercy Rd, San Jose, CA 95138 |
|
40880xxxx7 |
gle********@c***************.com |
|
|
|
|
|
|
153 |
3 |
145 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ted Moorhead - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx8 |
ted*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J Lc Wealth Management Inc |
1302 Lincoln Ave, San Jose, CA 95125 |
|
40889xxxx0 |
gre************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
3775 Via Nona Marie Ste 101, Carmel, CA 93923 |
|
83162xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WisdomSource Wealth Advisory Group - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
169 |
|
169 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylan Wealth Management |
355 Woodview Ave, Morgan Hill, CA 95037 |
|
40877xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Siena Wealth Management Inc |
1550 The Alameda Ste 300, San Jose, CA 95126 |
|
40828xxxx0 |
rho****@s**********.com |
|
|
|
|
|
|
5393 |
47 |
5500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Building Solutions |
19925 Stevens Creek Blvd Ste 187, Cupertino, CA 95014 |
|
40897xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
ama*********@a***.com |
|
|
|
|
|
|
201 |
2 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
|
|
5 |
44 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrated Wealth Management |
1275 Lincoln Ave Ste 8, San Jose, CA 95125 |
|
40828xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Blue Jade Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx3 |
blu********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Partners |
1764 The Alameda, San Jose, CA 95126 |
|
40823xxxx0 |
ana***@g**********************.com |
|
88 |
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vestnomics Wealth Management |
65 W Hamilton Ave, Campbell, CA 95008 |
|
40833xxxx0 |
cra**@v*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Regent Wealth Management |
1500 E Hamilton Ave, Campbell, CA 95008 |
|
40854xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fluent Wealth Partners |
1530 The Alameda Ste 115, San Jose, CA 95126 |
|
40821xxxx0 |
jas**@f***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hilary Hendershott Wealth Management |
1922 The Alameda, San Jose, CA 95126 |
|
40876xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Costello Wealth Strategies |
9053 Soquel Dr Ste A, Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
|
|
|
|
|
|
190 |
14 |
182 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wings of Wealth Refunds |
487 La Scena Place, San Jose, CA 95128 |
|
77227xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Run Right Business Consulting |
San Francisco, CA 94110 |
|
41560xxxx8 |
cry****@r*****************.com |
5 |
132 |
5 |
133 |
|
|
|
|
118 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CommonWealth Central Credit Union |
400 Tennant Sta, Morgan Hill, CA 95037 |
|
80056xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Philip T Castaneda - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129 |
|
40855xxxx0 |
aas***********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Potentia Wealth |
1226 Lincoln Ave, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
|
|
|
|
|
|
356 |
19 |
359 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Castaneda-Sargenti-Pace Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx0 |
phi*************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Suddenly Single Wealth Management |
1504 Viscaino Rd, Pebble Beach, CA 93953 |
|
83162xxxx0 |
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dch***@a***.com |
|
|
|
|
|
|
35 |
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
2407 Porter St Ste 100 Soquel, CA 95073 |
|
83146xxxx0 |
ej.********@s*****.com |
|
|
3.6 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Street Wealth Advisers |
2635 N 1st St, San Jose, CA 95134 |
|
40881xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
1001 Page Mill Rd, Palo Alto, CA 94304 |
|
65049xxxx0 |
a.c******@p********.com |
|
|
|
|
|
|
112980 |
3042 |
129000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services |
591 W Hamilton Ave Ste 110, Campbell, CA 95008 |
|
40837xxxx8 |
cat*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Valley Wealth Advisors |
51 E Campbell Ave, Campbell, CA 95008 |
|
40868xxxx8 |
chr**@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coast Financial Services |
4340 Scotts Valley Dr Ste J Scotts Valley, CA 95066 |
|
83177xxxx1 |
adm**********@c*********************.com |
|
|
4 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bluesky Wealth Advisors |
1735 N 1st St, San Jose, CA 95112 |
|
66923xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeffrey T. Killeen - Attorney At Law |
303 Potrero St Ste 52 Railroad, IN 95060 |
|
83160xxxx7 |
jef****@j*************.com |
|
|
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Shepherd - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Consulting Group |
21070 Homestead Rd, Cupertino, CA 95014 |
|
40889xxxx8 |
adr****@w*******.com |
|
|
|
|
|
|
|
2 |
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
|
40828xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marshall Wealth Management Group |
59 N Santa Cruz Ave Ste R, Los Gatos, CA 95030 |
|
40839xxxx0 |
con****@n******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legacy Wealth Advisors |
2001 Gateway Pl, San Jose, CA 95110 |
|
40845xxxx0 |
ed@l*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ohana Wealth Mangement |
288 Pearl St Ste 101, Monterey, CA 93940 |
|
83121xxxx9 |
con****@o********************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services |
1905 The Alameda, San Jose, CA 95126 |
|
40828xxxx0 |
alf***********@a***.com |
|
|
|
|
|
|
|
|
128 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SeniorWealthPartners |
40 Primrose St., Aptos, CA 95003 |
|
40862xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rovai Wealth Management |
1715 42nd Ave Ste C, Capitola, CA 95010 |
|
83147xxxx2 |
aca*****@m************.com |
|
|
|
|
|
|
29 |
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
20400 Stevens Creek Blvd, Cupertino, CA 95014 |
|
40886xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Into Wealth Inc |
2077 Gold St, Alviso, CA 95002 |
|
40826xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Protection Services |
800 W El Camino Real Ste 180, Mountain View, CA 94040 |
|
65094xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WaveCrest Wealth Management |
San Carlos 2 Se Of 13th, Carmel By The Sea, CA 93921 |
|
83147xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Architects |
800 W El Camino Real, Mountain View, CA 94040 |
|
65032xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Springwater Wealth Management |
740 Front St, Santa Cruz, CA 95060 |
|
88899xxxx6 |
doe**@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christian Wealth Management |
90 W Main Ave, Morgan Hill, CA 95037 |
|
40878xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silicon Valley Wealth Management Group |
560 S Winchester Blvd Ste 500, San Jose, CA 95128 |
|
40870xxxx4 |
|
|
|
|
|
|
|
|
|
|
4 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Laurie Gardner |
Berkeley, CA 94705 |
|
|
joh*@l************.com |
|
|
4.9 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CommonWealth Central Credit Union |
5890 Silver Creek Valley Rd, San Jose, CA 95138 |
|
40853xxxx0 |
jsm***@c*************.org |
|
|
|
|
|
|
1891 |
78 |
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Siena Wealth Management |
3055 Olin Ave, San Jose, CA 95128 |
|
40824xxxx0 |
rho****@s**********.com |
|
|
|
|
|
|
5416 |
47 |
5500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Holy Cross School |
150 Emmett St, Santa Cruz, CA 95060 |
|
83142xxxx7 |
adm**@h******.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
169 |
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tactical Wealth Management |
9699 Blue Larkspur Ln, Monterey, CA 93940 |
|
83171xxxx4 |
fhu*******@t********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Springwater Wealth Management, LLC |
740 Front St #200, Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
|
|
|
|
|
|
241 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trusted Legal Documents |
Millbrae, CA 94030 |
|
65027xxxx5 |
imp******@g****.com |
|
|
4.9 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bizzack Wealth Advisory Group - Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
3075A Hansen Way, Palo Alto, CA 94304 |
|
31053xxxx0 |
al_********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chad Parker - Private Wealth Advisor, Ameriprise Financial Services |
99 Pacific St Ste 355B, Monterey, CA 93940 |
|
83132xxxx0 |
arm**********@a***.com |
|
|
|
|
|
|
200 |
4 |
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pwjohnson Wealth Management |
2051 Grant Rd, Los Altos, CA 94024 |
|
80021xxxx7 |
aus*****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Springwater Wealth Management |
615 Water St Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
|
|
4.9 |
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pace Wealth Management Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx2 |
car*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Wealth Advisors |
2391 The Alameda, Santa Clara, CA 95050 |
|
65035xxxx2 |
joh*******@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
401 Fremont St Ste 100, Monterey, CA 93940 |
|
83164xxxx4 |
aal*******@m************.com |
|
|
|
|
|
|
113354 |
3089 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFG Wealth Management |
2130 The Alameda, San Jose, CA 95126 |
|
85855xxxx0 |
ale**********@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kilzer Wealth Management |
26465 Carmel Rancho Blvd, Carmel, CA 93923 |
|
83162xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Fogg-Private Wealth Advisor, Ameriprise Financial Services |
659 Abrego St, Monterey, CA 93940 |
|
83129xxxx6 |
aly****************@a***.com |
|
|
|
|
|
|
193 |
|
201 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Callan and Lindahl Wealth Management |
1100 Lincoln Ave, San Jose, CA 95125 |
|
40828xxxx0 |
gre************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clifton Santikul - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14763 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Corman Law Offices |
740 Front St Ste 200 Santa Cruz, CA 95060 |
|
83128xxxx6 |
cor******@g****.com |
|
|
4.5 |
6 |
|
|
|
|
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services |
3945 Freedom Cir Ste 460, Santa Clara, CA 95054 |
|
40833xxxx0 |
cor***********@a***.com |
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Monterey |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
1418 S Main St, Salinas, CA 93908 |
|
83175xxxx1 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Builders |
3998 Lakeside Dr, San Jose, CA 95148 |
|
40827xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Pacific Coast Wealth Management Group |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
joh*******@c*.rbcwealthmanagement |
|
|
|
|
|
|
14763 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allied Wealth Management |
200 Clock Tower Pl, Carmel, CA 93923 |
|
83129xxxx2 |
doe*****@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
225 W Santa Clara St, San Jose, CA 95113 |
|
40894xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Financial Partners |
2105 S Bascom Ave, Campbell, CA 95008 |
|
40887xxxx7 |
pwf********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jim Bargetto Wealth Advisor - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, Ca 95060 |
|
83144xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ohana Wealth Management |
2901 Park Ave Ste B1 Soquel, CA 95073 |
|
83121xxxx9 |
ali***@o********************.net |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
650 Castro St, Mountain View, CA 94041 |
|
65031xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Copper Tree Wealth Management - UBS Financial Services Inc. |
750 University Ave Ste 250, Los Gatos, CA 95032 |
|
40882xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JPG Wealth Solutions Group |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40889xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vista Wealth Management |
306 Cambridge Ave, Palo Alto, CA 94306 |
|
65033xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wynn Capital Management |
101 Cooper St, Santa Cruz, CA 95060 |
|
83133xxxx7 |
ama****@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services |
225 W Santa Clara St Ste 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
168 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
17190 Monterey St Ste 202, Morgan Hill, CA 95037 |
|
80070xxxx5 |
adm**@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bisceglia Wealth Management Group - UBS Financial Services Inc. |
355 Santana Row Ste 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Regent Wealth Management |
1295 E Dunne Ave, Morgan Hill, CA 95037 |
|
87745xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solutions Wealth Management |
1777 Hamilton Ave, San Jose, CA 95125 |
|
40837xxxx3 |
jon**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ruth B Freitas-Wealth Financial Advisor |
206 Tennant Sta, Morgan Hill, CA 95037 |
|
40879xxxx2 |
aab****@b************.com |
|
|
|
|
|
|
40840 |
176 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Essential Wealth Advisors, LLC |
284 Digital Drive, Morgan Hill, CA 95037 |
|
40861xxxx0 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Strategies of the Rich-by |
6203 San Ignacio Ave Ste 112, San Jose, CA 95119 |
|
40868xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Capital Wealth Management |
99 Almaden Blvd Ste 600, San Jose, CA 95113 |
|
40827xxxx7 |
maz***@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flynn Financial & Insurance Services |
2121 41st Ave, Capitola, CA 95010 |
|
83147xxxx0 |
joh*@f********************.com |
|
|
|
|
|
|
220 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ron Chapman - RBC Wealth Management Financial Advisor |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40894xxxx6 |
cla*********@r**.com |
|
|
|
|
|
|
12803 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clarity Wealth Advisors |
2160 The Alameda, San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joseph J Martello - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
joh*******@c*.rbcwealthmanagement |
|
|
|
|
|
|
14763 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Better Wealth |
1475 Saratoga Ave, San Jose, CA 95129 |
|
40865xxxx0 |
and***@b***********.us |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brainshare Business Mentors |
3350 Scott Blvd Bldg 54 Santa Clara, CA 95054 |
|
40889xxxx7 |
|
|
|
4.9 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
