| Wells Fargo Private Bank |
1220 Environ Way Fl 2, Chapel Hill, NC 27517 |
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98434xxxx0 |
aar**********@w*********.com |
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| Tiden Capital |
2520 Meridian Pkwy Ste 470, Durham, NC 27713 |
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91959xxxx0 |
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| Edward Jones - Financial Advisor: Mackenzie P Davis |
2344 Operations Dr Ste 103, Durham, NC 27705 |
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91938xxxx0 |
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| Southpoint Advisors - Ameriprise Financial Services, LLC |
1415 NC-54 Ste 115, Durham, NC 27707 |
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91940xxxx1 |
dns*****@a***.com |
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| The Bledsoe Group-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
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91949xxxx1 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Charles Gibson |
115 Oakdale Dr Unit 4, Hillsborough, NC 27278 |
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91973xxxx9 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Edward Jones |
728 Slash Pine Dr, Cary, NC 27519 |
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91938xxxx7 |
a.j*********@e**********.com |
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90706 |
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105000 |
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| Conover, Curtis |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
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61726xxxx7 |
abc***@u**.com |
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| Nicholson, Elizaeth Anne, AGT |
1415 W Nc Highway 54, Durham, NC 27707 |
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91940xxxx1 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Brian M Price |
9101 Leesville Rd Ste 123, Raleigh, NC 27613 |
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91984xxxx7 |
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| Sutton, Alexander, MBA |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
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91997xxxx5 |
acc**********@m************.com |
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| Wells Fargo Advisors |
3100 Tower Blvd Ste 1500, Durham, NC 27707 |
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91949xxxx0 |
a-w***************@w*****************.com |
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187572 |
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188000 |
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| Fidelity Investments |
7011 Fayetteville Rd Suite 110, Durham, NC 27713 |
|
80098xxxx4 |
3d@f*******.com |
3.9 |
28 |
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336115 |
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361000 |
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| Larry, D Giles EA |
1050 Bellenden Dr, Durham, NC 27713 |
|
91976xxxx9 |
lar*******@u*********.com |
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| Luca Partners |
240 Leigh Farm Rd Ste 400B, Durham, NC 27707 |
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91940xxxx2 |
ain***********@n*.com |
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360 |
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| Ryan Mathis - Tiaa Wealth Management Advisor |
5425 Page Rd, Durham, Nc 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90801 |
542 |
91000 |
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| Amphora Wealth Management LLC |
100 Europa Dr Suite 431, Chapel Hill, NC 27517 |
|
91924xxxx1 |
ajg@a************.com |
5 |
1 |
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| Moehrke Jr, Charles |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx1 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC® |
3620 Shannon Rd Ste 100, Durham, NC 27707 |
|
91941xxxx1 |
a.j*********@e**********.com |
5 |
2 |
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90450 |
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104000 |
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| Skylak Investments |
204 Glenview Pl, Chapel Hill, NC 27514 |
|
91996xxxx0 |
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| Rankin, Alex |
900 Broad St, Durham, NC 27705 |
|
91931xxxx5 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| QMS Capital Management LP |
240 Leigh Farm Rd #450, Durham, NC 27707 |
|
91949xxxx1 |
a44*************************************@c******.gandi |
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| Teeple, Thomas N |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx3 |
acc**********@m************.com |
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| Genesis Capital Management |
3201 Yorktown Ave, Durham, NC 27713 |
|
91936xxxx8 |
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| Ryan Mathis - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc******************@t***.org |
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90801 |
542 |
91000 |
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| Edward Jones - Financial Advisor: Joe Spendley |
5105 Grace Park Dr, Morrisville, NC 27560 |
|
91946xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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90462 |
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104000 |
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| Clements Kyle |
137 E Franklin St Ste 200, Chapel Hill, NC 27514 |
|
91991xxxx2 |
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| Vibgyorreal Real Capital Investment Solutions |
824 Louise Cir, Durham, NC 27705 |
|
75769xxxx1 |
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| Cardinal Retirement Planning, Inc. |
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91943xxxx4 |
ane***@p***************.com |
5 |
2 |
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| Morgan Creek Capital Management |
301 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91993xxxx4 |
abr*****@m*************.com |
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| Edward Jones - Financial Advisor: Alex Rankin |
900 Broad St A, Durham, NC 27705 |
|
91931xxxx5 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| National Investment |
4515 N Roxboro St, Durham, NC 27704 |
|
91990xxxx7 |
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| Fidelity Investments - Corporate Office |
7133 Louis Stephens Dr, Morrisville, NC 27560 |
|
80034xxxx8 |
a61****@f*******.com |
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336764 |
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362000 |
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| Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® |
1911 Hillandale Rd Suite 1110, Durham, NC 27705 |
|
91997xxxx6 |
a.j*********@e**********.com |
5 |
5 |
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90450 |
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104000 |
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| Jamie McDaniel |
1650 E Franklin St, Chapel Hill, NC 27514 |
|
91959xxxx6 |
ada********@f************.com |
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12934 |
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14000 |
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| Collins Financial Advisors |
3805 University Dr STE C, Durham, NC 27707 |
|
91932xxxx2 |
aar************@r***********.com |
5 |
1 |
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17600 |
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19000 |
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| Stryker Financial |
2530 Meridian Pkwy Ste 300, Durham, NC 27713 |
|
80030xxxx8 |
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| Gordon Asset Management |
4721 Emperor Blvd Ste 250, Durham, NC 27703 |
|
86621xxxx0 |
art************@w*******.com |
5 |
2 |
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30 |
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37 |
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| Wells Fargo Advisors |
129 S Estes Dr, Chapel Hill, NC 27514 |
|
91996xxxx1 |
a-w***************@w*****************.com |
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|
187099 |
|
188000 |
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| The Potter Financial Group |
1816 Front St Suite 220, Durham, NC 27705 |
|
91938xxxx1 |
cha******@p*******************.com |
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| LRS International |
9116 Winged Thistle Ct, Raleigh, NC 27617 |
|
91934xxxx4 |
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| Scottrade |
6409 Fayetteville Rd, Durham, NC 27713 |
|
91948xxxx6 |
dns*****@s*****.com |
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|
646121 |
222 |
657000 |
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| First Financial Services Inc |
3600 N Duke St # 109, Durham, NC 27704 |
|
91979xxxx8 |
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4 |
1 |
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| Kuhn Advisors Wealth Managment |
2828 Pickett Rd #170, Durham, NC 27705 |
|
91949xxxx3 |
car***@k***********.com |
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| Cumbo, Bruce |
50211 Governors Dr, Chapel Hill, NC 27517 |
|
33683xxxx8 |
a****00@a*******.com |
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| Diversified Investment Services |
3200 Croasdaile Dr Ste 402, Durham, NC 27705 |
|
91938xxxx6 |
jbl***@d************.com |
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| Edward Jones - Financial Advisor: Allen B Parker, CFP®|CPWA®|CIMA®|CEPA® |
2816 Erwin Rd # 109, Durham, NC 27705 |
|
91938xxxx5 |
a.j*********@e**********.com |
5 |
5 |
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90450 |
|
104000 |
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| Pottenger III, David H |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx0 |
acc**********@m************.com |
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| Marcus & Millichap Real Estate Investments |
101 J Morris Commons Ln, Morrisville, NC 27560 |
|
91938xxxx8 |
aar*********@m**************.com |
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| David Bremer - Raymond James |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx0 |
aar************@r***********.com |
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|
17600 |
|
19000 |
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| Arcfi |
129 Fleming Dr, Durham, NC 27712 |
|
91932xxxx0 |
bwi***@a****.com |
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| Team Wealth Investments |
1525 E Franklin St Ste 5B, Chapel Hill, NC 27514 |
|
91994xxxx5 |
inf*@m****.com |
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|
576 |
21 |
647 |
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| Fidelity Investments - Corporate Office |
5411 Page Rd, Durham, NC 27703 |
|
80034xxxx8 |
a61****@f*******.com |
|
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|
336135 |
|
361000 |
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| Edward Jones - Financial Advisor: Michael Vuke |
5611 NC-55 Suite 104, Durham, NC 27713 |
|
91936xxxx0 |
a.j*********@e**********.com |
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90450 |
|
104000 |
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| Edward Jones - Financial Advisor: Tom Struckmeyer |
960 Corporate Dr, Hillsborough, NC 27278 |
|
91964xxxx6 |
a.j*********@e**********.com |
4.2 |
6 |
|
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90462 |
|
104000 |
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| Garrett Hartley, Patrick |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91996xxxx7 |
acc**********@m************.com |
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| Fifth Third Bank & ATM |
214 W Franklin St, Chapel Hill, NC 27516 |
|
91942xxxx8 |
amy********@5*.com |
3.8 |
13 |
|
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|
220812 |
3855 |
222000 |
|
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| Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® |
2200 W Main St a160, Durham, NC 27705 |
|
91995xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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90450 |
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104000 |
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| Franklin Street Advisors, Inc |
1450 Raleigh Rd, Chapel Hill, NC 27517 |
|
91948xxxx0 |
aff**@f**************.com |
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| B & A Financial Services |
3805 University Dr Unit B, Durham, NC 27707 |
|
91928xxxx6 |
r.b*****@o*********************.com |
4.7 |
43 |
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106 |
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106 |
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| Edward Jones - Financial Advisor: Katherine S Vargas |
3020 S Miami Blvd Suite 203, Durham, NC 27703 |
|
91996xxxx6 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| MKS Wealth Management |
3710 University Dr Ste 130, Durham, NC 27707 |
|
91940xxxx1 |
con****@m********.com |
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| Integrated Life and Financial Planning LLC |
819 Huntsman Dr, Durham, NC 27713 |
|
91986xxxx2 |
jsb******@i****.com |
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130 |
3 |
132 |
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| Baker Wealth Advisors |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx3 |
aar************@r***********.com |
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| Edward Jones - Financial Advisor: Emily L Crum |
2816 Erwin Rd # 109, Durham, NC 27705 |
|
91938xxxx5 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| Carolina Wealth Stewardship Group |
2741 Campus Walk Ave, Durham, NC 27705 |
|
91988xxxx0 |
ada*@s***************.com |
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1349 |
4 |
1300 |
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| Aurora Funds |
2525 Meridian Pkwy, Durham, NC 27713 |
|
91948xxxx0 |
ada******@a**********.com |
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| Keller Williams Realty |
7920 ACC Blvd. Suite 210, Raleigh, NC 27617 |
|
91947xxxx9 |
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| Edward Jones - Financial Advisor: Andy Cook |
8801 Fast Park Dr Ste 113, Raleigh, NC 27617 |
|
91936xxxx8 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Wiser Financial Advisors Durham, NC |
2741 Campus Walk Ave bldg 400 ste 400, Durham, NC 27705 |
|
91947xxxx5 |
adm**@w*************.com |
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| Edward Jones - Financial Advisor: Andrew L Metz |
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705 |
|
91947xxxx9 |
a.j*********@e**********.com |
5 |
3 |
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90450 |
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104000 |
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| Credle Investments |
604 Hollyridge Dr, Durham, NC 27712 |
|
91947xxxx4 |
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| Morgan Creek Capital Management |
321 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91994xxxx6 |
abr*****@m*************.com |
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| Edward Jones - Financial Advisor: Nathan Bost, CFP® |
8010 Arco Corporate Dr Ste 185, Raleigh, NC 27617 |
|
91954xxxx2 |
a.j*********@e**********.com |
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90710 |
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105000 |
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| Northwestern Mutual |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx2 |
ada***********@n*.com |
1 |
1 |
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| Tri Pillar Investments |
5726 Fayetteville Rd, Ste 202, Durham, NC 27713 |
|
91949xxxx0 |
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| Edward Jones - Financial Advisor: Mackenzie P Davis |
404 Hunt St Ste 130, Durham, NC 27701 |
|
91928xxxx2 |
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| Shefte Land Investments |
1290 Fordham Blvd, Chapel Hill, NC 27514 |
|
91996xxxx3 |
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| Rbc Wealth Management |
500 W Morgan St, Durham, Nc 27701 |
|
91968xxxx4 |
lil*********@r**.com |
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13875 |
|
15000 |
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| Wilcox Financial |
3622 Lyckan Pkwy Ste 4006, Durham, NC 27707 |
|
91948xxxx6 |
aar************@r***********.com |
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17533 |
|
18000 |
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| Cooke, Frederick |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx2 |
abc***@u**.com |
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| Ogden, Leah S, CFA |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx6 |
acc**********@m************.com |
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| Eberhard, John |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx5 |
abc***@u**.com |
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| Scupin Wealth Management |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91988xxxx0 |
aar************@r***********.com |
|
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17600 |
|
19000 |
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| Baird Private Wealth Management |
1414 Raleigh Rd #420, Chapel Hill, NC 27517 |
|
91991xxxx0 |
dje****@r******.com |
|
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8165 |
958 |
8700 |
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| Cohn, Bob |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx2 |
acc**********@m************.com |
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| The Carlyle Group |
10006 Hammock Bnd, Chapel Hill, NC 27517 |
|
91996xxxx0 |
aak**********@c******.com |
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| Stearns Financial Group |
1450 Raleigh Rd Ste 105, Chapel Hill, NC 27517 |
|
91963xxxx4 |
acr***@s***************.com |
3 |
2 |
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28 |
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41 |
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| Flintom, Ward |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx8 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Evan L Moser |
1911 Hillandale Rd Ste 1110, Durham, NC 27705 |
|
91997xxxx6 |
a.j*********@e**********.com |
5 |
6 |
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| Verity Asset Management |
280 S Mangum St Ste 550, Durham, NC 27701 |
|
91949xxxx7 |
al.****@v***********.com |
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| Morgan Stanley Financial Advisors |
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517 |
|
91996xxxx0 |
acc**********@m************.com |
5 |
2 |
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| Pinafore Wealth Counsel, Inc. |
3622 Lyckan Pkwy #3004, Durham, NC 27707 |
|
91921xxxx8 |
con******@p*************.com |
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| MetLife |
5411 Page Rd, Durham, NC 27703 |
|
91990xxxx4 |
a@m******.com |
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| Menon Wealth Management |
519 Front Ridge Dr, Cary, NC 27519 |
|
91980xxxx8 |
in.*****@l**.com |
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| Timothy Rauwald - UBS Financial Services Inc. |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx1 |
abc*******@u**.com |
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| Integrated Life & Financial Planning |
819 Huntsman Dr, Durham, NC 27713 |
|
91986xxxx2 |
jsb******@i****.com |
|
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|
130 |
3 |
132 |
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| Dole, Dan |
40140 Moring, Chapel Hill, NC 27517 |
|
91969xxxx7 |
dan********@a***.com |
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| Ameriprise Financial |
2525 Meridian Pkwy Ste 60, Durham, NC 27713 |
|
91936xxxx8 |
ame******************@a***.com |
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|
132831 |
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| MDB Capital Group |
2525 Meridian Pkwy, Durham, NC 27713 |
|
31052xxxx0 |
al@m**.com |
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| Edward Jones - Financial Advisor: Josh Wagenaar, CFP® |
7806 NC-751 Suite 140, Durham, NC 27713 |
|
91957xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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|
90450 |
|
104000 |
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| Jennifer L. Hoselton, CFP - UBS Financial Services Inc. |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx3 |
abc***@u**.com |
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| Amundi US |
280 S Mangum St, Durham, NC 27701 |
|
91996xxxx1 |
abc*******@a*****.com |
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| Verity Asset Management |
280 S Mangum St, Durham, NC 27701 |
|
91949xxxx7 |
aot**@v***********.com |
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| Becco Investment Company |
3006 Guess Rd, Durham, NC 27705 |
|
91947xxxx6 |
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| Tynn Investments |
3201 Yorktown Ave, Durham, NC 27713 |
|
91942xxxx7 |
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| Joseph Shore - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc**********@t***.org |
|
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|
90801 |
542 |
91000 |
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| Huckabee Wealth Management Group of Northwestern Mutual |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx2 |
soc***@n*****************.com |
|
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|
107726 |
16405 |
109000 |
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| Edward Jones - Financial Advisor: Wes Seifert |
3500 Westgate Dr Ste 301, Durham, NC 27707 |
|
91949xxxx5 |
a.j*********@e**********.com |
|
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|
90450 |
|
104000 |
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| Ryan Brown - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
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| Fifth Third Bank & ATM |
1133 W Nc Highway 54, Durham, NC 27707 |
|
98428xxxx6 |
abc*******@5*.com |
3.4 |
5 |
|
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|
218759 |
4249 |
220000 |
|
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| Edward Jones - Financial Advisor: Evan Springfield-Cobb |
430 Davis Dr Ste 155, Morrisville, NC 27560 |
|
91938xxxx0 |
a.j*********@e**********.com |
5 |
3 |
|
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|
90462 |
|
104000 |
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| Edward Jones - Financial Advisor: Sheridan O'Connor |
5105 Grace Park Dr, Morrisville, NC 27560 |
|
91946xxxx8 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
90706 |
|
105000 |
|
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| Hilltop Wealth Advisors |
6340 Quadrangle Dr #100, Chapel Hill, NC 27517 |
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91940xxxx0 |
ale*@h********.com |
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| The Brightleaf Group at Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
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91949xxxx4 |
acc**********@m************.com |
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| Terrey, Paul |
1415 W Nc Highway 54, Durham, NC 27707 |
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91940xxxx1 |
dns*****@a***.com |
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| Rbc Wealth Management |
3412 Westgate Dr, Durham, NC 27707 |
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91968xxxx4 |
rbc*********@r**.com |
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| Arjuna Capital |
353 W Main St, Durham, NC 27701 |
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91979xxxx4 |
ada*@a*************.com |
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| Met Life |
100 James St, Carrboro, NC 27510 |
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91994xxxx8 |
a@m******.com |
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| Edward Jones - Financial Advisor: Chris Richards, AAMS™ |
100 Westgreen Dr, Chapel Hill, NC 27516 |
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91992xxxx5 |
a.j*********@e**********.com |
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90462 |
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104000 |
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| TIAA Financial Services |
5425 Page Rd Ste 220, Durham, NC 27703 |
|
87726xxxx5 |
aar**************@t***.org |
3 |
4 |
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90877 |
542 |
91000 |
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| Edward Jones - Financial Advisor: Henry H Newton, AAMS™ |
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705 |
|
91947xxxx9 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| Sehed Investment Group |
905 W Main St, Durham, NC 27701 |
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91968xxxx9 |
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| Josue Avila - Thrivent |
55 Maxwell Rd, Chapel Hill, NC 27517 |
|
91280xxxx9 |
adm**@d***********.com |
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| Raymond James Financial |
100 Europa Dr Ste 500, Chapel Hill, NC 27517 |
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91992xxxx8 |
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| Gaulden & Associates Wealth Management |
2525 Meridian Pkwy Ste 60, Durham, NC 27713 |
|
91936xxxx8 |
cla****@g************.com |
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| Dyess, Timothy |
1415 W Nc Highway 54 Ste 115, Durham, NC 27707 |
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91940xxxx1 |
ame******************@a***.com |
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132831 |
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| The Sapphire Group-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx9 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Vimal Bisaria |
5105 Grace Park Dr, Morrisville, NC 27560 |
|
91946xxxx8 |
a.j*********@e**********.com |
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| Fryar Financial LLC |
3200 Croasdaile Dr Suite 105, Durham, NC 27705 |
|
91932xxxx4 |
mfr***@f*************.com |
5 |
4 |
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327 |
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| Elefante Financial Services |
1502 NC-54, Durham, NC 27707 |
|
91933xxxx9 |
gar**********@l**.com |
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214 |
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| Edward Jones |
7920 Acc Blvd Ste 312, Raleigh, NC 27617 |
|
91980xxxx0 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Rosewood Wealth Management |
1519 Pleasant Green Rd, Durham, NC 27705 |
|
91939xxxx6 |
39d*************************************@w*****************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Katie Levy |
100 Westgreen Dr, Chapel Hill, NC 27516 |
|
91992xxxx5 |
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| Lily Wealth Partners |
1738 Hillandale Rd Suite 102-E, Durham, NC 27705 |
|
98488xxxx5 |
dan*****@l*****.com |
4.5 |
8 |
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| Bryant Investment Management Group |
3710 University Dr Ste 110, Durham, NC 27707 |
|
91949xxxx4 |
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| Merrill Lynch Wealth Management |
1414 Raleigh Rd, Chapel Hill, NC 27517 |
|
91942xxxx0 |
ale*********@m*.com |
3.7 |
3 |
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| Maze Financial Planning |
102 Market Street Suite 103, Chapel Hill, NC 27516 |
|
91992xxxx3 |
ban******@m*****.com |
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| Edward Jones - Financial Advisor: Craige Summers |
2200 W Main St Ste A160, Durham, NC 27705 |
|
91995xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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90462 |
|
104000 |
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| Truepilot |
2530 Meridian Pkwy, Durham, NC 27713 |
|
91980xxxx0 |
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| RBC Wealth Management |
500 W Morgan St STE 204, STE 204, Durham, NC 27701 |
|
91968xxxx4 |
wms**********@r**.com |
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13875 |
|
15000 |
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| Oxford Finance |
410 Blackwell St, Durham, NC 27701 |
|
91979xxxx0 |
ana***@o************.com |
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| Edward Jones - Financial Advisor: Dan Bayait |
5475 Lumley Rd #106, Durham, NC 27703 |
|
91974xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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90450 |
|
104000 |
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| Premier Advisor Group LLC |
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91938xxxx7 |
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| Nmfn Nmis |
321 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91993xxxx8 |
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| Nelson Wealth Advisors |
10604 Bent Twig Dr, Raleigh, NC 27613 |
|
91984xxxx9 |
bre*********@c*************.com |
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73 |
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| Dilweg Co |
5310 S Alston Ave Ste 210, Durham, NC 27713 |
|
91940xxxx0 |
abb*@c***************.co |
4.5 |
4 |
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| Morgan Stanley Wealth Management |
106 City Hall Plz, Durham, NC 27701 |
|
91968xxxx0 |
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| Linda N Patchett Cfp |
1504 E. Franklin Street, Suite 105, Chapel Hill, NC 27514 |
|
91992xxxx5 |
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| Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS™ |
3020 S Miami Blvd Suite 203, Durham, NC 27703 |
|
91996xxxx6 |
a.j*********@e**********.com |
5 |
3 |
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90450 |
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104000 |
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| Villagrana, Jessica, CFP |
180 Providence Rd, Chapel Hill, NC 27514 |
|
98421xxxx5 |
a.j*********@e**********.com |
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90706 |
|
105000 |
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| JKL Investment Group |
1426 E Nc Highway 54, Durham, NC 27713 |
|
91993xxxx0 |
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| Barney Smith |
100 Europa Dr Ste 425, Chapel Hill, NC 27517 |
|
91996xxxx0 |
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| Nokomis Advisors |
208 Northwood Cir, Durham, NC 27701 |
|
65149xxxx0 |
lee@n**************.com |
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| Northwestern Mutual |
5102 Durham-Chapel Hill Blvd #201, Durham, NC 27707 |
|
91948xxxx5 |
a.-***********@n*****************.com |
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107727 |
16405 |
109000 |
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| South West Investors |
4614 Carlton Crossing Dr, Durham, NC 27713 |
|
91940xxxx9 |
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| FullCircle Private Wealth Management of Raymond James |
101 Glen Lennox Dr Suite 260, Chapel Hill, NC 27517 |
|
91991xxxx0 |
aar************@r***********.com |
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| Seven Cedars Financial |
5850 Fayetteville Rd STE 210, Durham, NC 27713 |
|
91961xxxx4 |
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| Merrill Lynch Wealth Management |
4625 Creekstone Dr, Durham, NC 27703 |
|
91947xxxx9 |
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| Carolina Capital Markets Inc |
400 Meadowmont Village Cir, Chapel Hill, NC 27517 |
|
91996xxxx7 |
a@b*******.com |
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| Erickson Advisors - Financial Planners |
3001 Academy Rd STE 110, Durham, NC 27707 |
|
91959xxxx9 |
bri******@e***************.com |
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91 |
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| O'Connor Wealth Group |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91944xxxx0 |
aar************@r***********.com |
|
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|
17600 |
|
19000 |
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| Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS™ |
3200 Croasdaile Dr Suite 703, Durham, NC 27705 |
|
91938xxxx1 |
a.j*********@e**********.com |
|
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|
90450 |
|
104000 |
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| Todd Washburn Solutions |
1415 W Nc Highway 54 Ste 124, Durham, NC 27707 |
|
91940xxxx3 |
joh*@t***********.com |
1 |
1 |
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| Cadwallader & Associates |
4001 Saint Marks Rd, Durham, NC 27707 |
|
91948xxxx0 |
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| SupplyPoint |
3500 Tricenter Blvd, Durham, NC 27713 |
|
91946xxxx7 |
acc***********@s**********.com |
5 |
3 |
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| Hatteras Venture Partners |
280 S Mangum St Ste 350, Durham, NC 27701 |
|
91948xxxx0 |
ang*****@h*********.com |
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| Charles Schwab |
1108 Environ Way, Chapel Hill, NC 27517 |
|
91993xxxx4 |
acc************@s*****.com |
2.7 |
10 |
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| Edward Jones - Financial Advisor: Kendall Thomason |
310 Millstone Dr Bldg A, Hillsborough, NC 27278 |
|
91929xxxx2 |
a.j*********@e**********.com |
|
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|
90705 |
|
105000 |
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| Dan Dole - Financial Advisor, Ameriprise Financial Services - Closed |
40140 Moring, Chapel Hill, NC 27517 |
|
91969xxxx7 |
dns*****@a***.com |
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| Rand, Richard |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
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91991xxxx4 |
abc***@u**.com |
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| Beacon Pointe Advisors |
3211 Shannon Rd Suite 200, Durham, NC 27707 |
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91969xxxx1 |
aba*****@b***********.com |
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| Fifth Third Bank & ATM |
4200 University Dr, Durham, NC 27707 |
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91976xxxx7 |
adr************@5*.com |
2.5 |
11 |
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| Wells Fargo Advisors |
4709 Hope Valley Rd, Durham, NC 27707 |
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91949xxxx0 |
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| Jarman, Gary G |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
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91949xxxx9 |
acc**********@m************.com |
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| Truebridge Capital Partners |
1350 Environ Way, Chapel Hill, NC 27517 |
|
91944xxxx1 |
aba********@t****************.com |
2.9 |
18 |
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| Rosewood Wealth Management |
5107 Southpark Dr Ste 201-b, Durham, NC 27713 |
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91939xxxx6 |
39d*************************************@w*****************.com |
5 |
1 |
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| American Asset Corp |
7990 Arco Corporate Dr Ste 119, Raleigh, NC 27617 |
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91957xxxx0 |
bbr****@a*****.com |
1.4 |
11 |
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62 |
5 |
65 |
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| Absher Wealth Management, LLC |
1450 Raleigh Rd #105, Chapel Hill, NC 27517 |
|
91928xxxx0 |
inf*@a***********.com |
5 |
2 |
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5 |
2 |
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| William Dotterer - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc**********@t***.org |
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90801 |
542 |
91000 |
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| Edward Jones - Financial Advisor: Micah G Wells |
2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705 |
|
91947xxxx9 |
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| Edward Jones - Financial Advisor: Lili Engelhardt |
7806 NC-751 Suite 140, Durham, NC 27713 |
|
91957xxxx0 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| Fifth Third Bank & ATM |
4007 Davis Dr, Morrisville, NC 27560 |
|
91967xxxx0 |
adr************@5*.com |
3.4 |
8 |
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220812 |
3855 |
222000 |
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| My Money Banc |
2232 Page Rd #202, Durham, NC 27703 |
|
91969xxxx4 |
con****@s*********.com |
5 |
19 |
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23 |
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| Southpoint Advisors - Ameriprise Financial Services |
1415 W Nc Highway 54 Ste 115, Durham, NC 27707 |
|
91940xxxx1 |
dns*****@a***.com |
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| Sunwin |
1308 W Nc Highway 54, Durham, NC 27707 |
|
91948xxxx0 |
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3.9 |
57 |
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| Edward Jones - Financial Advisor: Nick Seligman, CFP®|CEPA® |
3710 University Dr #305, Durham, NC 27707 |
|
91938xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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90450 |
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104000 |
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| Bumgardner Investment & Planning |
118 W Parrish St, Durham, NC 27701 |
|
91968xxxx7 |
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| Huckabee Wealth Management Group of Northwestern Mutual |
240 Leigh Farm Rd Ste 400, Durham, NC |
|
91940xxxx2 |
adv****@f*****************.com |
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170 |
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293 |
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| Wells Fargo Advisors |
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 |
|
91991xxxx0 |
abc*******@w*****************.com |
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187571 |
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188000 |
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| Edward Jones - Financial Advisor: Craig N Esposito |
3607 Davis Dr Ste 205, Morrisville, NC 27560 |
|
91965xxxx8 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Wells Fargo Advisors |
101 Banks Dr, Chapel Hill, NC 27514 |
|
91992xxxx0 |
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| Boaz Keynote Speaker |
Durham, NC 27713 |
|
91964xxxx2 |
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| Edward Jones - Financial Advisor: Eliot R Barton |
430 Davis Dr Ste 155, Morrisville, NC 27560 |
|
91938xxxx0 |
a.j*********@e**********.com |
5 |
5 |
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90706 |
|
105000 |
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| Hudson, Geoff |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91996xxxx2 |
acc**********@m************.com |
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| Piedmont Investment Advisors |
2605 Meridian Pkwy Ste 105, Durham, NC 27713 |
|
91968xxxx0 |
ac@x*******.com |
1 |
1 |
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15 |
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18 |
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| Kelly Wealth Management Group |
2828 Picket Road, Suite 280, Durham, NC 27705 |
|
91932xxxx0 |
aar************@r***********.com |
5 |
2 |
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17484 |
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18000 |
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| Prudential Financial |
1709 Legion Rd, Chapel Hill, NC 27517 |
|
91996xxxx4 |
a.w*****@p*********.com |
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| Michael DiPenta - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc**********@t***.org |
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90801 |
542 |
91000 |
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| Fifth Third Bank & ATM |
7704 Carpenter Fire Station Rd, Cary, NC 27519 |
|
91967xxxx8 |
adr************@5*.com |
4.3 |
11 |
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220990 |
3814 |
223000 |
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| Reed, Stephen |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx3 |
abc***@u**.com |
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| Adams Chetwood Wealth Management Group |
3100 Tower Blvd, Durham, NC 27707 |
|
91928xxxx0 |
aud********@a************.com |
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5263 |
47 |
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| Flores, Patrick Q |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx4 |
acc**********@m************.com |
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| Integrated WealthCare |
3100 Tower Blvd Suite 1660, Durham, NC 27707 |
|
86669xxxx2 |
aaz***@i********.net |
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| Buckner, Kenn |
728 Slash Pine Dr, Cary, NC 27519 |
|
91938xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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90707 |
|
105000 |
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| Northwestern Mutual: Tom Morris, CFP, MBA, ChFC, CLU, CASL, CLTC, RICP |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx1 |
jen*************@n*.com |
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61 |
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87 |
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| Master Plan Wealth Management |
1340 Environ Way, Chapel Hill, NC 27517 |
|
91953xxxx3 |
bub**@m***************.com |
5 |
1 |
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31 |
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| Fifth Third Bank & ATM |
1800 Fordham Blvd, Chapel Hill, NC 27514 |
|
91937xxxx9 |
adr************@5*.com |
5 |
1 |
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| Four Corners Advisor Group - Raymond James |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx0 |
aar************@r***********.com |
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| Carolina Capital Solutions, LLC |
20 W Colony Pl #170, Durham, NC 27705 |
|
91994xxxx7 |
inf*@c***********************.com |
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| Sean P Fenton-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx3 |
acc**********@m************.com |
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| Barney Smith |
3511 Shannon Rd Ste 300, Durham, NC 27707 |
|
91949xxxx9 |
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| Republic Finance |
202 W Nc Highway 54 Ste 501, Durham, NC 27713 |
|
98431xxxx2 |
abb***@r**************.com |
5 |
1 |
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| Fulbright & Fulbright |
5302 Nc Highway 55, Durham, NC 27713 |
|
91954xxxx8 |
dal**@m*******.com |
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150 |
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| Craven, Shannon |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx7 |
acc**********@m************.com |
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| Rosewood Wealth Management |
5107 Southpark Dr, Durham, NC 27713 |
|
91939xxxx6 |
39d*************************************@w*****************.com |
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| Triangle Wealth Advisors |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
|
aim*********@n*.com |
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357 |
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360 |
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| Edward Jones - Financial Advisor: Dan Ryon |
205 W Main St Ste 101, Carrboro, NC 27510 |
|
91993xxxx1 |
a.j*********@e**********.com |
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|
90462 |
|
104000 |
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| Worden Brothers |
4905 Pine Cone Dr, Durham, NC 27707 |
|
91940xxxx2 |
acc*******@w*****.com |
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| Aria Financial Services |
240 Leigh Farm Rd Ste 400A, Durham, NC 27707 |
|
91940xxxx1 |
adm*******@c*****.com |
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| Amundi US |
280 S Mangum St #301, Durham, NC 27701 |
|
91996xxxx1 |
abc*******@a*****.com |
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| Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ |
3100 Tower Blvd Suite 1615, Durham, NC 27707 |
|
91948xxxx1 |
a.j*********@e**********.com |
|
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|
90450 |
|
104000 |
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| Empire Distributors of Nc |
100 Innovation Ave, Morrisville, NC 27560 |
|
91942xxxx0 |
a.a****@e*********.com |
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| Regional Finance |
5279 N Roxboro St Suite E, Durham, NC 27712 |
|
91986xxxx6 |
ana****@r**************.com |
4.9 |
60 |
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| Fifth Third Bank & ATM |
205 S Estes Dr, Chapel Hill, NC 27514 |
|
91937xxxx0 |
amy********@5*.com |
5 |
3 |
|
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|
218759 |
4249 |
220000 |
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| Wakefield Group |
2530 Meridian Pkwy, Durham, NC 27713 |
|
91980xxxx4 |
|
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| Northwestern Mutual: Andrew Watkins |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91976xxxx5 |
a.-***********@n*****************.com |
|
|
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|
107727 |
16405 |
109000 |
|
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| Edward Jones - Financial Advisor: Greg Archer, CFP® |
2344 Operations Dr Suite 103, Durham, NC 27705 |
|
91938xxxx0 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| Edward Jones - Financial Advisor: Tom Struckmeyer, CFP®|CEPA®|AAMS™ |
401 Meadowlands Dr Ste 102, Hillsborough, NC 27278 |
|
91964xxxx6 |
a.j*********@e**********.com |
3.7 |
7 |
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90711 |
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105000 |
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| Allworth Financial |
3917 University Dr Suite 200, Durham, NC 27707 |
|
91928xxxx0 |
all************@a****************.com |
5 |
5 |
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5448 |
47 |
5600 |
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| Onyx Wealth Management |
2530 Meridian Pkwy Suite 300, Durham, NC 27713 |
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91934xxxx7 |
ser****@o*****.com |
5 |
1 |
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| Fiduciary Solutions Inc |
2530 Meridian Pkwy, Durham, NC 27713 |
|
91980xxxx2 |
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| Edward Jones - Financial Advisor: Doug Dickerson, CFP®|CRPC™ |
411 W Chapel Hill St Suite 420, Durham, NC 27701 |
|
91928xxxx2 |
a.j*********@e**********.com |
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90450 |
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104000 |
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| Amy Lee Johnston-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx6 |
acc**********@m************.com |
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| EXPRESS LIFE INC |
3600 N Duke St #26, Durham, NC 27704 |
|
91979xxxx2 |
exp**********@y****.com |
1 |
1 |
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| Benjamin Baumberger-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx2 |
acm***********@m************.com |
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| Parish Capital Advisors |
2530 Meridian Pkwy, Durham, NC 27713 |
|
91980xxxx9 |
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| Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS™ |
50101 Governors Dr Ste 118, Chapel Hill, NC 27517 |
|
91996xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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90711 |
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105000 |
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| Northwestern Mutual: Todd G Grantham |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx5 |
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| Wells Fargo Advisors |
112 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91996xxxx6 |
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| Horvath, Laura L |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx5 |
acc**********@m************.com |
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| David Leigh - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc******************@t***.org |
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90801 |
542 |
91000 |
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| Trillium Asset Management |
123 W Main St, Suite 315, Durham, NC 27701 |
|
91968xxxx5 |
ajo*******@t*************.com |
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| The Brokerage Resource |
1502 W Nc Highway 54 Ste 401, Durham, NC 27707 |
|
91948xxxx0 |
adr*****@t*****.com |
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| Gaulden, Gary, AGT |
2525 Meridian Pkwy, Durham, NC 27713 |
|
91936xxxx8 |
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| Michael Corrigan-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx7 |
acm***********@m************.com |
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| Stearns Financial Group |
1414 Raleigh Rd Suite 110, Chapel Hill, NC 27517 |
|
91963xxxx4 |
acr***@s***************.com |
3 |
2 |
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41 |
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| Virtuent Asset Management, LLC |
110 Corcoran St, Durham, NC 27701 |
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| FullCircle Private Wealth Management of Raymond James |
1380 Environ Way, Chapel Hill, NC 27517 |
|
91991xxxx0 |
aar************@r***********.com |
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17605 |
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19000 |
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| Optima Asset Management |
400 Millstone Dr, Hillsborough, NC 27278 |
|
91924xxxx8 |
aj@o**********.net |
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| Edward Jones - Financial Advisor: Eric E Smith |
2200 W Main St Ste A160, Durham, NC 27705 |
|
91995xxxx9 |
a.j*********@e**********.com |
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89156 |
|
102000 |
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| Aquarius Investments, Inc. |
120 Chestnut Rd, Chapel Hill, NC 27517 |
|
91993xxxx4 |
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| Jacobs Capital |
307 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91924xxxx3 |
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| Personal Path Financial Planning |
WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701 |
|
91979xxxx3 |
hel**@p*************.com |
5 |
2 |
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| Bryant & Brannock |
5315 Highgate Dr, Durham, NC 27713 |
|
91949xxxx4 |
bi**@b**************.com |
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| Insight Wealth Solutions, LLC |
7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617 |
|
91957xxxx8 |
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5 |
1 |
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| Valley Peak Financial, LLC |
3616 Shannon Rd Suite 101, Durham, NC 27707 |
|
43440xxxx0 |
car***@v******************.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Eddie Williamson |
1201 Raleigh Rd, Chapel Hill, NC 27517 |
|
91996xxxx6 |
a.j*********@e**********.com |
|
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|
90457 |
|
104000 |
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| Altrius Capital Management |
4819 Emperor Blvd #400, Durham, NC 27703 |
|
91974xxxx7 |
aai**********@a**************.com |
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| Met Life |
2505 Meridian Pkwy # 150, Durham, NC 27713 |
|
91978xxxx0 |
a@m******.com |
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|
698573 |
4234 |
684000 |
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| Merrill Lynch Financial Advisor Steven Halko |
1414 Raleigh Rd, Chapel Hill, NC 27517 |
|
91942xxxx7 |
aar**********@s*****.com |
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| Franklin Street Partners |
1450 Raleigh Rd Ste 300, Chapel Hill, NC 27517 |
|
91948xxxx0 |
bbr***@f**************.com |
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| Elizabeth Bass-Morgan Stanley |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx0 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Brett Walters |
1530 N Gregson St SUITE 3A, Durham, NC 27701 |
|
91947xxxx4 |
a.j*********@e**********.com |
|
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90450 |
|
104000 |
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| Fortitude Financial Planning |
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|
91920xxxx9 |
inf*@f**********.com |
4.3 |
6 |
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| Hamilton Point Investment Advisors, LLC |
100 Europa Dr #425, Chapel Hill, NC 27517 |
|
91963xxxx5 |
abu***@h************.com |
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| Ameriprise Financial |
1829 E Franklin St Ste 600, Chapel Hill, NC 27514 |
|
91992xxxx5 |
ame******************@a***.com |
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132459 |
|
134000 |
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| Student Loan Planner |
|
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|
48c*************************************@w*****************.com |
4.9 |
819 |
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| LPL Financial |
528 Summer Harvest Ct, Cary, NC 27519 |
|
91965xxxx7 |
aar********@l**.com |
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| Eight Rivers Capital |
3603 Dairy Pond Pl, Durham, NC 27705 |
|
91938xxxx1 |
abi*************@8*************.com |
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26 |
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| SJF Ventures |
400 W Main St Ste 604, Durham, NC 27701 |
|
91953xxxx7 |
acb********@s***********.org |
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| Piedmont Investment Advisors |
300 W Morgan St Ste 1200, Durham, NC 27701 |
|
91968xxxx0 |
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| Sycamore Financial Planning, LLC |
1005 Slater Rd #320, Durham, NC 27703 |
|
91921xxxx7 |
ans***@s************************.com |
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| Clear Path Asset Management |
3608 Shannon Rd STE 105, Durham, NC 27707 |
|
|
cle***************@c*************.com |
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| Larson Financial Group - Durham |
2530 Meridian Pkwy #3054, Durham, NC 27713 |
|
91980xxxx6 |
jim@l*****.com |
|
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|
4370 |
|
4300 |
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| UBS Financial Services |
317 W. Barbee Chapel Road, Chapel Hill, NC 27517 |
|
91996xxxx1 |
aar*******@u**.com |
|
6 |
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233364 |
|
247000 |
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| Wilcox Financial |
3327 Pinafore Dr, Durham, NC 27705 |
|
91948xxxx6 |
aar************@r***********.com |
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| Meadowbrook Wealth Management - UBS Financial Services Inc. |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx5 |
abc***@u**.com |
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| Ellis, Tamtra |
1530 N Gregson St, Durham, NC 27701 |
|
91947xxxx4 |
a.j*********@e**********.com |
5 |
2 |
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|
90711 |
|
105000 |
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| Southeast Financial Group Inc |
2220 Sedwick Road Ste 101, Durham, NC 27713 |
|
91923xxxx8 |
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| Brantley, Vance |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91949xxxx1 |
acc**********@m************.com |
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| Eton Advisors Wealth Management |
5915 Farrington Rd Ste 202, Chapel Hill, NC 27517 |
|
91944xxxx0 |
and**********@e***********.com |
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| Black Bridge Advisors |
1701 Cheshire Bridge Rd, Durham, NC 27712 |
|
91923xxxx4 |
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| Iseler Financial, LLC |
|
|
91966xxxx4 |
c18*****************************@s*****.wixpress |
|
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38 |
|
44 |
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| Paul Terrey - Financial Advisor, Ameriprise Financial Services, LLC |
1415 NC-54 Ste 115, Durham, NC 27707 |
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91940xxxx1 |
dns*****@a***.com |
5 |
1 |
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| Combs, Christopher |
1414 Raleigh Rd, Chapel Hill, NC 27517 |
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91942xxxx8 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Brad Pomeroy |
2344 Operations Dr Ste 103, Durham, NC 27705 |
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91938xxxx0 |
a.j*********@e**********.com |
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16 |
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| Farzad Financial Services |
2530 Meridian Pkwy Suite 300, Durham, NC 27713 |
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91980xxxx9 |
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| Edward Jones |
10300 Chapel Hill Rd Ste 200, Morrisville, NC 27560 |
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91938xxxx0 |
a.j*********@e**********.com |
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89535 |
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103000 |
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| Edward Jones - Financial Advisor: Marva York |
3710 University Dr Ste 305, Durham, NC 27707 |
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91938xxxx5 |
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| Edward Jones - Financial Advisor: Cynda Beauchamp |
401 Meadowlands Dr Ste 102, Hillsborough, NC 27278 |
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91964xxxx6 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Williamson Private Wealth Management |
2828 Pickett Rd, Suite 100, Durham, NC 27705 |
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91932xxxx8 |
aar************@r***********.com |
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17484 |
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18000 |
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| Merrill Lynch Financial Advisor Michael Mumford |
1414 Raleigh Rd, Chapel Hill, NC 27517 |
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91942xxxx0 |
abc*******@m*.com |
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| Rwr Financial Planning |
4085 Davis Dr, Morrisville, NC 27560 |
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91948xxxx0 |
aar*******@f***********.com |
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7517 |
218 |
7800 |
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| The Brightleaf Group - Morgan Stanley |
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517 |
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91949xxxx4 |
acc**********@m************.com |
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| Stalwart Financial Planning |
2530 Meridian Pkwy Suite 300, Durham, NC 27713 |
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91962xxxx7 |
inf*@s***************.com |
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178 |
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| Ameriprise Financial |
6320 Quadrangle Dr Ste 120, Chapel Hill, NC 27517 |
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91940xxxx1 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Shineece Sellars |
2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705 |
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91947xxxx9 |
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| Bounds Asset Management |
217 Providence Rd, Chapel Hill, NC 27514 |
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91949xxxx4 |
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| Edward Jones - Financial Advisor: Derek J Parrish, CFP®|CEPA®|AAMS™ |
100 Capitola Dr Suite 108, Durham, NC 27713 |
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91949xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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90450 |
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104000 |
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| Woodward Financial Advisors |
1504 E Franklin St Ste 105, Chapel Hill, NC 27514 |
|
91992xxxx5 |
ari*****@w***************.com |
5 |
3 |
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78 |
4 |
82 |
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| Southern Investment Management Collective |
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91952xxxx1 |
inf*@s************.com |
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| Secrest, Edward B, AGT |
7780 Brier Creek Pkwy, Raleigh, NC 27617 |
|
91954xxxx0 |
ese*****@s*******.com |
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| Rodney Matthews - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
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| Dwm Advisors |
4505 Emperor Blvd, Durham, NC 27703 |
|
91994xxxx2 |
air**@d*************.com |
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| Paul Terrey - Financial Advisor, Ameriprise Financial Services |
1415 W Nc Highway 54 Ste 115, Durham, NC 27707 |
|
91940xxxx1 |
dns*****@a***.com |
5 |
1 |
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| Investors Trust Co |
308 W Rosemary St, Chapel Hill, NC 27516 |
|
91994xxxx1 |
ahe********@i*******.com |
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| Senior Health Insurance Brokers |
110 N Corcoran St Ste 500, Durham, NC 27701 |
|
91924xxxx2 |
car*@c*********.com |
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81 |
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81 |
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| Wells Fargo Bank |
900 W Club Blvd, Durham, NC 27701 |
|
91928xxxx4 |
aar**********@w*********.com |
3.7 |
34 |
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151171 |
|
11 |
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| Tucker Bria Wealth Strategies |
3100 Tower Blvd, Durham, NC 27707 |
|
91938xxxx0 |
ann*****@t*********.com |
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6 |
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| Edward Jones - Financial Advisor: Doug Dickerson |
100 Capitola Dr Ste 108, Durham, NC 27713 |
|
91949xxxx2 |
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| Edward Jones - Financial Advisor: Josh Slezak |
5105 Grace Park Dr, Morrisville, NC 27560 |
|
91946xxxx8 |
acc**********@e**********.com |
5 |
2 |
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90462 |
|
104000 |
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| Research Triangle Group-Morgan Stanley Financial Advisors |
6340 Quadrangle Dr, Chapel Hill, NC 27517 |
|
91996xxxx0 |
aal*******@m************.com |
|
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113496 |
3117 |
132000 |
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| Phoenix Financial Inc |
100 Europa Dr Ste 500, Chapel Hill, NC 27517 |
|
91992xxxx8 |
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| Edward Jones - Financial Advisor: Drew Oberg Jr |
8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617 |
|
91981xxxx0 |
a.j*********@e**********.com |
|
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90315 |
|
104000 |
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| Pappas Capital |
2520 Meridian Pkwy Ste 400, Durham, NC 27713 |
|
91999xxxx0 |
a.p*****@p*************.com |
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| Ameriprise Financial Services, Inc. |
100 Europa Dr Ste 280, Chapel Hill, NC 27517 |
|
91993xxxx3 |
ame******************@a***.com |
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132831 |
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| Wells Fargo Advisors |
3415 WESTGATE DR, DURHAM, NC 27707 |
|
91948xxxx5 |
aar**********@w*********.com |
3 |
1 |
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151171 |
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| Edward Jones - Financial Advisor: Tamra K Ellis |
1530 N Gregson St SUITE 3A, Durham, NC 27701 |
|
91947xxxx4 |
a.j*********@e**********.com |
5 |
2 |
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90450 |
|
104000 |
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